Managers / Q4 2018 · view latest →
SECTORAL ASSET MANAGEMENT INC
CIK 0001274413 · 1010 SHERBROOKE ST., WEST, SUITE 1610, MONTREAL, A8, H3A 2R7 · 514 849 8777
Reported Value
$736M
Q4 2018
Positions
104
Filings on Record
30
2019–present window
Filed
Feb 12, 2019
original filing
Summary
Sectoral Asset Management Inc reported $736M in U.S.-listed holdings across 104 positions for Q4 2018.
Its largest position, Amicus Therapeutics, represents 6.6% of the portfolio.
Portfolio Metrics
Top-10 Concentration
+41.7%
share of reported value
Largest Position
+6.6%
Amicus Therapeutics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 89.8% · $661M
- Other · 7.2% · $53M
- ADR · 3.0% · $22M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| AMICUS THERAPEUTICS | NEW | +5.04M | 5.04M | +$48M | $48M |
| AERIE PHARMACEUTIC | NEW | +1.13M | 1.13M | +$41M | $41M |
| ALNYALNYLAM PHARMACUETCL | NEW | +495.3K | 495.3K | +$36M | $36M |
| TDOCTELADOC HEALTH | NEW | +632.1K | 632.1K | +$31M | $31M |
| ARRAY BIOPHARMA INC | NEW | +2.17M | 2.17M | +$31M | $31M |
| APELLIS PHARMACEUTIC | NEW | +2.17M | 2.17M | +$29M | $29M |
| GILDGILEAD SCIENCES INC | NEW | +424.9K | 424.9K | +$27M | $27M |
| CELGCELGENE CORP | NEW | +397.0K | 397.0K | +$25M | $25M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2018
104 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AMICUS THERAPEUTICS | COMMON | 6.56% | $48M | 5.04M |
| 2 | AERIE PHARMACEUTIC | COMMON | 5.56% | $41M | 1.13M |
| 3 | ALNYALNYLAM PHARMACUETCLhistory → | COMMON | 4.91% | $36M | 495.3K |
| 4 | TDOCTELADOC HEALTHhistory → | COMMON | 4.26% | $31M | 632.1K |
| 5 | ARRAY BIOPHARMA INC | COMMON | 4.20% | $31M | 2.17M |
| 6 | APELLIS PHARMACEUTIC | COMMON | 3.89% | $29M | 2.17M |
| 7 | GILDGILEAD SCIENCES INChistory → | COMMON | 3.61% | $27M | 424.9K |
| 8 | CELGCELGENE CORPhistory → | COMMON | 3.46% | $25M | 397.0K |
| 9 | COLLCOLLEGIUM PHARMACEUThistory → | COMMON | 2.70% | $20M | 1.16M |
| 10 | IMMUIMMUNOMEDICS INChistory → | COMMON | 2.52% | $19M | 1.30M |
| 11 | PFEPFIZER INChistory → | COMMON | 2.52% | $19M | 425.3K |
| 12 | NVSNOVARTIS AGhistory → | ADR | 2.49% | $18M | 213.4K |
| 13 | LJPCLA JOLLA PHARMACLShistory → | COMMON | 2.26% | $17M | 1.76M |
| 14 | PORTOLA PHARMACEUTIC | COMMON | 2.19% | $16M | 823.6K |
| 15 | RA PHARMACEUTICALS | COMMON | 1.98% | $15M | 799.6K |
| 16 | WRIGHT MED GROUP N V | ORD SHS | 1.98% | $15M | 534.5K |
| 17 | HRCHILL-ROM HLDS INChistory → | COMMON | 1.93% | $14M | 160.2K |
| 18 | BMYBRISTOL MYERS SQUIBBhistory → | COMMON | 1.82% | $13M | 257.2K |
| 19 | CICIGNA CORPhistory → | COMMON | 1.73% | $13M | 67.1K |
| 20 | LLYELI LILLY & COhistory → | COMMON | 1.64% | $12M | 104.2K |
| 21 | EVHEVOLENT HEALTH INChistory → | COMMON | 1.60% | $12M | 588.9K |
| 22 | GLOBAL BLOOD THERA | COMMON | 1.58% | $12M | 282.5K |
| 23 | UNHUNITEDHEALTH GRP INChistory → | COMMON | 1.48% | $11M | 43.8K |
| 24 | ATRCATRICURE INChistory → | COMMON | 1.48% | $11M | 355.7K |
| 25 | MDTMEDTRONIC PLChistory → | SHS | 1.45% | $11M | 117.5K |
| 26 | VOCERA COMMUNICATI | COMMON | 1.41% | $10M | 264.4K |
| 27 | ADAMAS PHARMACEUTI | COMMON | 1.32% | $10M | 1.13M |
| 28 | XLRNACCELERON PHARMAhistory → | COMMON | 1.25% | $9M | 211.7K |
| 29 | BSXBOSTON SCIENTIFIChistory → | COMMON | 1.16% | $9M | 241.9K |
| 30 | R1 RCM INC | COMMON | 1.16% | $9M | 1.07M |
| 31 | EXKEXACT SCIENCES CORPhistory → | COMMON | 1.15% | $8M | 134.2K |
| 32 | INTEC PHARMA LTD JER | SHS | 1.13% | $8M | 1.11M |
| 33 | PTCTPTC THERAPEUTICS Ihistory → | COMMON | 1.09% | $8M | 233.5K |
| 34 | BMRNBIOMARIN PHARMAC INChistory → | COMMON | 1.06% | $8M | 91.6K |
| 35 | TNDMTANDEM DIABETES CAREhistory → | COMMON | 1.05% | $8M | 203.1K |
| 36 | PODDINSULET CORPhistory → | COMMON | 1.04% | $8M | 96.4K |
| 37 | ABIOMED INC | COMMON | 0.99% | $7M | 22.4K |
| 38 | VRAYQVIEWRAY INC | COMMON | 0.99% | $7M | 1.20M |
| 39 | OBSEVA SA | COMMON | 0.97% | $7M | 564.7K |
| 40 | ABTABBOTT LABS | COMMON | 0.96% | $7M | 97.6K |
| 41 | IRTCIRHYTHM TECHNOLOGIES | COMMON | 0.92% | $7M | 97.4K |
| 42 | SVRASAVARA INC | COMMON | 0.87% | $6M | 846.5K |
| 43 | SEATTLE GENETICS INC | COMMON | 0.86% | $6M | 112.0K |
| 44 | VRTXVERTEX PHARMACEUTICL | COMMON | 0.82% | $6M | 36.2K |
| 45 | BDQMALBIREO PHARMA INC | COMMON | 0.77% | $6M | 230.0K |
| 46 | BIIBBIOGEN INC | COMMON | 0.75% | $6M | 18.3K |
| 47 | UNUM THERAPEUTICS | COMMON | 0.75% | $6M | 1.25M |
| 48 | EVELO BIOSCIENCES | COMMON | 0.72% | $5M | 407.2K |
| 49 | PROTEOSTASIS THERA | COMMON | 0.70% | $5M | 1.58M |
| 50 | WELLCARE HEALTH PLAN | COMMON | 0.62% | $5M | 19.4K |
| 51 | MEIRAGTX HLDINGS PLC | COMMON | 0.53% | $4M | 407.9K |
| 52 | ASSEMBLY BIOSCIENCES | COMMON | 0.48% | $4M | 157.4K |
| 53 | SAGE THERAPEUTICS | COMMON | 0.48% | $4M | 37.1K |
| 54 | MDGLMADRIGAL PHARMACEUTI | COMMON | 0.44% | $3M | 28.5K |
| 55 | CARDIOVASCULAR SYS | COMMON | 0.39% | $3M | 100.9K |
| 56 | NIGHTSTAR THERAPEU | ADR | 0.37% | $3M | 233.7K |
| 57 | SPRING BK PHARMACE | COMMON | 0.36% | $3M | 251.7K |
| 58 | JNJJOHNSON & JOHNSON | COMMON | 0.31% | $2M | 17.8K |
| 59 | ONCBEIGENE LIMITED | SP ADR | 0.28% | $2M | 14.9K |
| 60 | MOLECULAR TEMPLATES | COMMON | 0.19% | $1M | 350.0K |
| 61 | ALDER BIOPHARMACEU | COMMON | 0.18% | $1M | 128.3K |
| 62 | TMOTHERMO FISHER SCI | COMMON | 0.14% | $1M | 4.5K |
| 63 | ELVANTHEM INC | COMMON | 0.12% | $883,000 | 3.4K |
| 64 | HCMHUTCHISON CHINA ME | SP ADR | 0.10% | $730,000 | 31.6K |
| 65 | RDYDR REDDYS LABS LTD | ADR | 0.09% | $682,000 | 18.1K |
| 66 | BDXBECTON DICKINSON | COMMON | 0.09% | $679,000 | 3.0K |
| 67 | HCAHCA HEALTHCARE | COMMON | 0.09% | $662,000 | 5.3K |
| 68 | IMMUNOGEN INC | COMMON | 0.09% | $650,000 | 135.3K |
| 69 | HUMHUMANA INC | COMMON | 0.07% | $526,000 | 1.8K |
| 70 | RAREULTRAGENYX PHARMAC | COM US | 0.05% | $393,000 | 9.0K |
| 71 | STEMLINE THERAPEUT | COMMON | 0.05% | $369,000 | 38.8K |
| 72 | HMSYHMS HOLDINGS CORP | COMMON | 0.05% | $349,000 | 12.4K |
| 73 | KALVISTA PHARMACEUTI | COMMON | 0.05% | $347,000 | 17.6K |
| 74 | SIERRA ONCOLOGY INC | COMMON | 0.05% | $343,000 | 201.7K |
| 75 | UHSUNIVERSAL HEALTH SVC | CL B | 0.05% | $338,000 | 2.9K |
| 76 | SYKSTRYKER CORP | COMMON | 0.04% | $324,000 | 2.1K |
| 77 | CERSCERUS CORP | COMMON | 0.04% | $307,000 | 60.6K |
| 78 | DERMIRA INC | COMMON | 0.04% | $301,000 | 41.9K |
| 79 | ZLABZAI LAB LTD | ADR | 0.04% | $292,000 | 12.6K |
| 80 | CHRSCOHERUS BIOSCIENCES | COMMON | 0.03% | $253,000 | 28.0K |
| 81 | CNCCENTENE CORP DEL | COMMON | 0.03% | $240,000 | 2.1K |
| 82 | IKANG HEALTHCARE G | SP ADR | 0.03% | $235,000 | 11.5K |
| 83 | REVANCE THERAPEUTI | COMMON | 0.03% | $226,000 | 11.2K |
| 84 | BLUEPRINT MEDICINES | COMMON | 0.03% | $226,000 | 4.2K |
| 85 | ZBHZIMMER BIOMET HLDS | COMMON | 0.03% | $218,000 | 2.1K |
| 86 | CHEMOCENTRYX INC | COMMON | 0.03% | $194,000 | 17.8K |
| 87 | ACELRX PHARMACEUTI | COMMON | 0.02% | $170,000 | 73.8K |
| 88 | KURAKURA ONCOLOGY INC | COMMON | 0.02% | $166,000 | 11.8K |
| 89 | CTMXCYTOMX THERAPEUTIC | COMMON | 0.02% | $152,000 | 10.1K |
| 90 | ANTARES PHARMA INC | COMMON | 0.02% | $129,000 | 47.3K |
| 91 | MEI PHARMA INC | COMMON | 0.02% | $118,000 | 44.5K |
| 92 | QUOTIENT LTD | SHS | 0.01% | $108,000 | 17.6K |
| 93 | CYTKCYTOKINETICS INC | COMMON | 0.01% | $98,000 | 15.6K |
| 94 | AEGLEA BIOTHERAPEU | COMMON | 0.01% | $97,000 | 13.0K |
| 95 | ABEONA THERAPEUTICS | COMMON | 0.01% | $91,000 | 12.7K |
| 96 | BIOLINERX LTD | SP ADR | 0.01% | $87,000 | 198.3K |
| 97 | PTGXPROTAGONIST THERAP | COMMON | 0.01% | $77,000 | 11.4K |
| 98 | CIDARA THERAPEUTICS | COMMON | 0.01% | $60,000 | 25.4K |
| 99 | NABRIVA THERAPEUTICS | SHS | 0.01% | $56,000 | 38.3K |
| 100 | MARINUS PHARMACUTCLS | COMMON | 0.01% | $48,000 | 16.8K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $121M | 77 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $125M | 74 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $162M | 82 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $151M | 94 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $128M | 84 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $150M | 86 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $169M | 90 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $246M | 97 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $254M | 92 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $232M | 104 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $514M | 123 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $600M | 121 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $520M | 118 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $517M | 120 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $508M | 109 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $496M | 112 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $563M | 106 | May 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $664M | 108 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 127 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 127 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 113 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.4B | 97 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.2B | 88 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.1B | 191 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $521M | 65 | May 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $670M | 65 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $580M | 63 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $836M | 92 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $831M | 106 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $736M | 104 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.