Sectoral Asset Management Inc 13F 持仓 · 2026年Q2
Sectoral Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 1.43 亿美元。前几大持仓：CTNM（8.32%）、SI（6.09%）、LLY（5.32%）。本季前 25 大持仓中：新建仓 4 只、增持 10 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CTNM | CONTINEUM THERAPEUTICS | $11.9M | 8.32% | 727,587 | 持平 |
| 2 | SI | SHOULDER INNOVATIONS | $8.7M | 6.09% | 430,407 | 持平 |
| 3 | LLY | ELI LILLY & CO | $7.6M | 5.32% | 6,354 | 持平 |
| 4 | UNH | UNITEDHEALTH GRP INC | $5.5M | 3.84% | 13,235 | 减持 |
| 5 | JNJ | JOHNSON & JOHNSON | $4.6M | 3.23% | 18,218 | 持平 |
| 6 | ORKA | ORUKA THERAPEUTICS INC | $4.0M | 2.79% | 41,987 | 新建仓 |
| 7 | BNTX | BIONTECH SE | $3.9M | 2.72% | 41,869 | 增持 |
| 8 | DFTX | DEFINIUM THERAPEUTICS INC | $3.7M | 2.57% | 78,310 | 新建仓 |
| 9 | DXCM | DEXCOM INC | $3.4M | 2.39% | 50,756 | 增持 |
| 10 | RCUS | ARCUS BIOSCIENCES | $3.4M | 2.39% | 110,870 | 增持 |
| 11 | AMGN | AMGEN INC | $3.3M | 2.33% | 9,210 | 持平 |
| 12 | SMMT | SUMMIT THERAPEUTICS | $3.2M | 2.24% | 220,180 | 增持 |
| 13 | IRTC | IRHYTHM HOLDINGS INC | $3.1M | 2.16% | 26,070 | 新建仓 |
| 14 | ABBV | ABBVIE INC | $3.1M | 2.14% | 12,200 | 持平 |
| 15 | MRK | MERCK & CO INC | $2.8M | 1.94% | 21,480 | 持平 |
| 16 | AVBP | ARRIVENT BIOPHARMA | $2.7M | 1.92% | 79,043 | 增持 |
| 17 | VRTX | VERTEX PHARMA | $2.7M | 1.88% | 5,432 | 减持 |
| 18 | ARGX | ARGENX SE | $2.6M | 1.83% | 2,831 | 减持 |
| 19 | GILD | GILEAD SCIENCES INC | $2.6M | 1.82% | 20,620 | 减持 |
| 20 | INSM | INSMED INC | $2.5M | 1.73% | 23,216 | 增持 |
| 21 | TECX | TECTONIC THERAPEUTIC | $2.4M | 1.70% | 71,009 | 增持 |
| 22 | ISRG | INTUITIVE SURGIC INC | $2.3M | 1.62% | 5,850 | 增持 |
| 23 | IMTX | IMMATICS NV | $2.3M | 1.59% | 224,928 | 增持 |
| 24 | SYK | STRYKER CORP | $2.2M | 1.57% | 7,129 | 增持 |
| 25 | AVTX | AVALO THERAPEUTICS INC | $2.2M | 1.55% | 119,923 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR