SECTOR GAMMA AS
Follow13F filer, CIK 1475373, OSLO, Norway
SECTOR GAMMA AS reported $460,970,513 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 48.35% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-26-001027
- Period
- 2026-06-30
- Reported value
- $461M
- Holdings
- 40
- Top 10 weight
- 48.35%
- New
- 7
- Sold out
- 9
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TMOnew | +33,584 | $16.8M |
| REGNnew | +15,780 | $9.84M |
| IQVadded | +37,714 | $7.29M |
| ASNDnew | +21,305 | $5.68M |
| MDTadded | +71,755 | $5.61M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| UNHexited | -36,435 | -$9.86M |
| BIIBreduced | -35,933 | -$7.76M |
| AMGNreduced | -20,874 | -$7.56M |
| GILDexited | -53,247 | -$7.42M |
| LNTHexited | -93,344 | -$7.08M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0000945621-26-001027, largest first. % of portfolio is the value over $460,970,513, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| BMYBRISTOL-MYERS SQUIBB CO | 726,115 | $41.8M | 9.08% | -101,786 | Timeline | ||
| MRKMERCK & CO INC | 217,008 | $27.9M | 6.05% | -43,332 | Timeline | ||
| MDTMEDTRONIC PLC | 352,437 | $27.6M | 5.98% | +71,755 | Timeline | ||
| PFEPFIZER INC | 1,004,215 | $24.2M | 5.25% | -87,170 | Timeline | ||
| INCYINCYTE CORP | 170,753 | $19.4M | 4.2% | -29,757 | Timeline | ||
| ELVELEVANCE HEALTH INC FORMERLY | 44,499 | $17.2M | 3.73% | +537 | Timeline | ||
| BMRNBIOMARIN PHARMACEUTICAL INC | 294,918 | $16.9M | 3.66% | +55,000 | Timeline | ||
| TMOTHERMO FISHER SCIENTIFIC INC | 33,584 | $16.8M | 3.65% | new | Timeline | ||
| CVSCVS HEALTH CORP | 155,337 | $16.1M | 3.49% | +20,000 | Timeline | ||
| IQVIQVIA HLDGS INC | 77,944 | $15.1M | 3.27% | +37,714 | Timeline | ||
| IONSIONIS PHARMACEUTICALS INC | 189,468 | $15M | 3.26% | +20,000 | Timeline | ||
| BDXBECTON DICKINSON & CO | 93,168 | $14.1M | 3.06% | +10,553 | Timeline | ||
| ABTABBOTT LABORATORIES | 147,444 | $13.4M | 2.9% | +59,912 | Timeline | ||
| GEHCGE HEALTHCARE TECHNOLOGIES I | 207,863 | $13.3M | 2.89% | +81,445 | Timeline | ||
| ZBHZIMMER BIOMET HOLDINGS INC | 142,307 | $12.3M | 2.66% | -13,528 | Timeline | ||
| BIIBBIOGEN INC | 54,163 | $11.7M | 2.54% | -35,933 | Timeline | ||
| QGENQIAGEN NV | 287,640 | $11.2M | 2.44% | +125,269 | Timeline | ||
| CNCCENTENE CORP DEL | 162,405 | $10.4M | 2.26% | 0 | Timeline | ||
| REGNREGENERON PHARMACEUTICALS | 15,780 | $9.84M | 2.13% | new | Timeline | ||
| BIOBIO RAD LABS INC | 33,350 | $9.79M | 2.12% | +9,600 | Timeline | ||
| CAHCARDINAL HEALTH INC | 40,689 | $9.67M | 2.1% | -14,208 | Timeline | ||
| AMGNAMGEN INC | 26,281 | $9.52M | 2.06% | -20,874 | Timeline | ||
| BRKRBRUKER CORP | 152,352 | $9.17M | 1.99% | -101,658 | Timeline | ||
| AVTRAVANTOR INC | 906,088 | $8.97M | 1.95% | +210,685 | Timeline | ||
| PTCTPTC THERAPEUTICS INC | 100,000 | $8.16M | 1.77% | +25,000 | Timeline | ||
| LHLABCORP HOLDINGS INC | 26,019 | $7.29M | 1.58% | +7,000 | Timeline | ||
| DXCMDEXCOM INC | 102,122 | $6.88M | 1.49% | +46,000 | Timeline | ||
| ASNDASCENDIS PHARMA A/S | 21,305 | $5.68M | 1.23% | new | Timeline | ||
| EWEDWARDS LIFESCIENCES CORP | 60,402 | $5.46M | 1.19% | 0 | Timeline | ||
| SNDXSYNDAX PHARMACEUTICALS INC | 241,739 | $5.28M | 1.15% | -44,268 | Timeline | ||
| BSXBOSTON SCIENTIFIC CORP | 121,128 | $5.17M | 1.12% | new | Timeline | ||
| KURAKURA ONCOLOGY INC | 433,012 | $4.75M | 1.03% | +21,202 | Timeline | ||
| TVTXTRAVERE THERAPEUTICS INC | 80,000 | $4.54M | 0.99% | new | Timeline | ||
| CRNXCRINETICS PHARMACEUTICALS IN | 114,628 | $4.29M | 0.93% | +20,433 | Timeline | ||
| TNDMTANDEM DIABETES CARE INC | 267,091 | $4.03M | 0.87% | 0 | Timeline | ||
| IOVAIOVANCE BIOTHERAPEUTICS INC | 968,466 | $4.03M | 0.87% | +68,466 | Timeline | ||
| CYTKCYTOKINETICS INC | 45,000 | $3.83M | 0.83% | new | Timeline | ||
| OGNORGANON & CO | 270,781 | $3.67M | 0.8% | -105,193 | Timeline | ||
| ARDXARDELYX INC | 686,844 | $3.5M | 0.76% | +170,713 | Timeline | ||
| NTLAINTELLIA THERAPEUTICS INC | 185,177 | $3.13M | 0.68% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| UNHUNITEDHEALTH GROUP INC | 36,435 | $9.86M | shares |
| GILDGILEAD SCIENCES INC | 53,247 | $7.42M | shares |
| LNTHLANTHEUS HLDGS INC | 93,344 | $7.08M | shares |
| ASNDASCENDIS PHARMA A/S | 21,305 | $4.87M | shares |
| HUMHUMANA INC | 19,202 | $3.33M | shares |
| BBIOBRIDGEBIO PHARMA INC | 44,263 | $3.29M | shares |
| DNLIDENALI THERAPEUTICS INC | 162,710 | $3.12M | shares |
| COGTCOGENT BIOSCIENCES INC | 80,000 | $3.08M | shares |
| ARWRARROWHEAD PHARMACEUTICALS IN | 30,000 | $1.88M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000945621-26-001027 | base | 2026-08-12 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000945621-26-001027 | Quarter ended 2026-06-30 | 2026-08-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-26-000644 | Quarter ended 2026-03-31 | 2026-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-26-000283 | Quarter ended 2025-12-31 | 2026-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-25-001004 | Quarter ended 2025-09-30 | 2025-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-25-000646 | Quarter ended 2025-06-30 | 2025-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-25-000464 | Quarter ended 2025-03-31 | 2025-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-25-000153 | Quarter ended 2024-12-31 | 2025-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-24-000926 | Quarter ended 2024-09-30 | 2024-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-24-000640 | Quarter ended 2024-06-30 | 2024-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-24-000393 | Quarter ended 2024-03-31 | 2024-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-24-000151 | Quarter ended 2023-12-31 | 2024-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-23-000545 | Quarter ended 2023-09-30 | 2023-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-23-000380 | Quarter ended 2023-06-30 | 2023-08-09 | acceptance time not in the bulk data set | |
| 13F-HR 0000945621-23-000266 | Quarter ended 2023-03-31 | 2023-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001567619-23-002025 | Quarter ended 2022-12-31 | 2023-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-23-001983 | Quarter ended 2022-12-31 | 2023-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-22-019339 | Quarter ended 2022-09-30 | 2022-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-22-015003 | Quarter ended 2022-06-30 | 2022-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-22-009651 | Quarter ended 2022-03-31 | 2022-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-22-002821 | Quarter ended 2021-12-31 | 2022-02-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-21-018945 | Quarter ended 2021-09-30 | 2021-10-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-21-014386 | Quarter ended 2021-06-30 | 2021-08-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-21-009377 | Quarter ended 2021-03-31 | 2021-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-21-002685 | Quarter ended 2020-12-31 | 2021-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-20-018895 | Quarter ended 2020-09-30 | 2020-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-20-014483 | Quarter ended 2020-06-30 | 2020-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-20-009394 | Quarter ended 2020-03-31 | 2020-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-20-002862 | Quarter ended 2019-12-31 | 2020-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-19-020408 | Quarter ended 2019-09-30 | 2019-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-19-015514 | Quarter ended 2019-06-30 | 2019-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-19-010466 | Quarter ended 2019-03-31 | 2019-05-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-19-003156 | Quarter ended 2018-12-31 | 2019-02-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001567619-18-006412 | Quarter ended 2018-09-30 | 2018-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001567619-18-005343 | Quarter ended 2018-09-30 | 2018-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-18-035017 | Quarter ended 2018-06-30 | 2018-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-18-022357 | Quarter ended 2018-03-31 | 2018-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-18-006476 | Quarter ended 2017-12-31 | 2018-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-17-041271 | Quarter ended 2017-09-30 | 2017-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-17-031510 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001475373-17-000007 | Quarter ended 2017-03-31 | 2017-06-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-17-000006 | Quarter ended 2017-03-31 | 2017-05-12 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001475373-17-000005 | Quarter ended 2016-09-30 | 2017-03-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001475373-17-000003 | Quarter ended 2016-03-31 | 2017-03-03 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001475373-17-000004 | Quarter ended 2016-06-30 | 2017-03-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-17-000001 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-16-000006 | Quarter ended 2016-09-30 | 2016-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-16-000005 | Quarter ended 2016-06-30 | 2016-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-16-000004 | Quarter ended 2016-03-31 | 2016-05-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-16-000003 | Quarter ended 2015-12-31 | 2016-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001475373-15-000002 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-15-031642 | Quarter ended 2015-06-30 | 2015-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-15-019656 | Quarter ended 2015-03-31 | 2015-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-15-007008 | Quarter ended 2014-12-31 | 2015-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-041426 | Quarter ended 2014-09-30 | 2014-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-033049 | Quarter ended 2014-06-30 | 2014-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-019751 | Quarter ended 2014-03-31 | 2014-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-007196 | Quarter ended 2013-12-31 | 2014-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-046225 | Quarter ended 2013-09-30 | 2013-12-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-13-032340 | Quarter ended 2013-06-30 | 2013-08-14 | acceptance time not in the bulk data set |