13F Insight
DOSSIER · 13F-HR · Q2 2026

SECTORAL ASSET MANAGEMENT INC

$143M in tracked AUM across 82 positions as of Q2 2026.

SA
CIK 0001274413 · last filed Jun 30, 2026
Total AUM
$143M
as of Q2 2026
Holdings
82
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SECTORAL ASSET MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CTNM
CONTINEUM THERAPEUTICS
$12M728K8.3%02
SI
SHOULDER INNOVATIONS
$9M430K6.1%03
LLY
ELI LILLY & CO
$8M6K5.3%04
UNH
UNITEDHEALTH GRP INC
$6M13K3.8%05
JNJ
JOHNSON & JOHNSON
$5M18K3.2%06
ORKA
ORUKA THERAPEUTICS INC
$4M42K2.8%07
BNTX
BIONTECH SE
$4M42K2.7%08
DFTX
DEFINIUM THERAPEUTICS INC
$4M78K2.6%09
DXCM
DEXCOM INC
$3M51K2.4%10
RCUS
ARCUS BIOSCIENCES
$3M111K2.4%

Filing history

2026Q2Jun 30
$143M▲ 18.7%
82 positionsView →2026Q1Mar 31
$121M▼ 3.2%
77 positionsView →2025Q4Dec 31
$125M▲ 31.0%
74 positionsView →2025Q3Sep 30
$95M▼ 0.7%
53 positionsView →2025Q2Jun 30
$96M▲ 19.9%
61 positionsLocked2025Q1Mar 31
$80M▼ 46.6%
58 positionsLocked2024Q4Dec 31
$150M▼ 11.5%
86 positionsLocked2024Q3Sep 30
$169M▼ 31.2%
90 positionsLocked2024Q2Jun 30
$246M▼ 3.3%
97 positionsLocked2024Q1Mar 31
$254M▲ 9.5%
92 positionsLocked2023Q4Dec 31
$232M▼ 54.8%
104 positionsLocked2023Q3Sep 30
$514M▼ 14.4%
123 positionsLocked
Showing 12 of 50