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SECTOR GAMMA AS

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13F filer, CIK 1475373, OSLO, Norway

SECTOR GAMMA AS reported $423,489,426 across 42 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 54.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000945621-26-000644

Period
2026-03-31
Reported value
$423M
Holdings
42
Top 10 weight
54.1%
New
11
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UNHnew+36,435$9.86M
ABTnew+87,532$8.99M
IQVnew+40,230$6.86M
PFEadded+231,846$6.51M
QGENnew+162,371$6.5M

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

SecurityShares changeApprox. value
GILDreduced-123,167-$17.2M
TMOexited-21,688-$12.6M
MRKreduced-103,311-$12.4M
BDXreduced-49,761-$7.82M
REGNexited-7,165-$5.53M

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, Q1 2026

Share positions as resolved from 13F-HR 0000945621-26-000644, largest first. % of portfolio is the value over $423,489,426, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,000 shares; 2024Q4: 366,166 shares; 2025Q1: 435,000 shares; 2025Q2: 406,000 shares; 2025Q3: 581,267 shares; 2025Q4: 745,955 shares; 2026Q1: 827,901 shares 827,901$50.2M11.86%+81,946Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202,000 shares; 2025Q3: 322,500 shares; 2025Q4: 363,651 shares; 2026Q1: 260,340 shares 260,340$31.3M7.39%-103,311Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820,000 shares; 2024Q4: 1,155,000 shares; 2025Q1: 925,000 shares; 2025Q2: 920,000 shares; 2025Q3: 1,252,086 shares; 2025Q4: 859,539 shares; 2026Q1: 1,091,385 shares 1,091,385$30.6M7.24%+231,846Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,890 shares; 2024Q4: 320,000 shares; 2025Q1: 205,000 shares; 2025Q2: 224,000 shares; 2025Q3: 303,441 shares; 2025Q4: 269,644 shares; 2026Q1: 280,682 shares 280,682$24.3M5.74%+11,038Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,000 shares; 2024Q4: 197,400 shares; 2025Q1: 159,000 shares; 2025Q2: 204,000 shares; 2025Q3: 205,114 shares; 2025Q4: 218,783 shares; 2026Q1: 200,510 shares 200,510$18.9M4.46%-18,273Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 46,000 shares; 2025Q1: 59,000 shares; 2025Q2: 44,000 shares; 2025Q3: 61,456 shares; 2025Q4: 60,956 shares; 2026Q1: 47,155 shares 47,155$16.6M3.92%-13,801Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,166 shares; 2024Q4: 29,000 shares; 2025Q1: 18,639 shares; 2025Q2: 50,639 shares; 2025Q3: 75,475 shares; 2025Q4: 85,475 shares; 2026Q1: 90,096 shares 90,096$16.5M3.9%+4,621Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,000 shares; 2024Q4: 137,714 shares; 2025Q1: 113,631 shares; 2025Q2: 88,631 shares; 2025Q3: 113,478 shares; 2025Q4: 132,478 shares; 2026Q1: 155,835 shares 155,835$14.1M3.33%+23,357Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,348 shares; 2024Q4: 217,348 shares; 2025Q1: 137,348 shares; 2025Q2: 122,348 shares; 2025Q3: 175,852 shares; 2025Q4: 198,505 shares; 2026Q1: 239,918 shares 239,918$13.6M3.2%+41,413Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,280 shares; 2024Q4: 76,000 shares; 2025Q1: 82,000 shares; 2025Q2: 98,000 shares; 2025Q3: 108,829 shares; 2025Q4: 132,376 shares; 2026Q1: 82,615 shares 82,615$13M3.07%-49,761Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,279 shares; 2024Q4: 17,279 shares; 2025Q1: 28,779 shares; 2025Q2: 18,779 shares; 2025Q3: 9,603 shares; 2025Q4: 32,546 shares; 2026Q1: 43,962 shares 43,962$12.9M3.04%+11,416Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,842 shares; 2024Q4: 235,842 shares; 2025Q1: 285,842 shares; 2025Q2: 285,842 shares; 2025Q3: 270,963 shares; 2025Q4: 184,977 shares; 2026Q1: 169,468 shares 169,468$12.7M3%-15,509Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,098 shares; 2024Q4: 88,000 shares; 2025Q1: 88,000 shares; 2025Q2: 66,000 shares; 2025Q3: 59,536 shares; 2025Q4: 61,946 shares; 2026Q1: 54,897 shares 54,897$11.6M2.74%-7,049Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,435 shares 36,435$9.86M2.33%newTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,000 shares; 2024Q4: 217,000 shares; 2025Q1: 202,000 shares; 2025Q2: 163,000 shares; 2025Q3: 156,202 shares; 2025Q4: 177,599 shares; 2026Q1: 135,337 shares 135,337$9.72M2.3%-42,262Timeline
BRKRBRUKER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,970 shares; 2024Q4: 158,970 shares; 2025Q1: 211,970 shares; 2025Q2: 195,970 shares; 2025Q3: 250,909 shares; 2025Q4: 254,697 shares; 2026Q1: 254,010 shares 254,010$9.17M2.17%-687Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,700 shares; 2024Q4: 50,000 shares; 2025Q1: 62,000 shares; 2025Q2: 74,000 shares; 2025Q3: 111,390 shares; 2025Q4: 114,390 shares; 2026Q1: 126,418 shares 126,418$9M2.12%+12,028Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,532 shares 87,532$8.99M2.12%newTimeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,163 shares; 2024Q4: 197,500 shares; 2025Q1: 140,000 shares; 2025Q2: 127,000 shares; 2025Q3: 147,239 shares; 2025Q4: 176,414 shares; 2026Q1: 53,247 shares 53,247$7.42M1.75%-123,167Timeline
LNTHLANTHEUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,712 shares; 2024Q4: 25,712 shares; 2025Q1: 25,000 shares; 2025Q2: 50,301 shares; 2025Q3: 64,403 shares; 2025Q4: 93,823 shares; 2026Q1: 93,344 shares 93,344$7.08M1.67%-479Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,230 shares 40,230$6.86M1.62%newTimeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,814 shares; 2025Q4: 252,062 shares; 2026Q1: 286,007 shares 286,007$6.68M1.58%+33,945Timeline
BIOBIO RAD LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,829 shares; 2024Q4: 16,829 shares; 2025Q1: 13,829 shares; 2025Q2: 17,829 shares; 2025Q3: 22,827 shares; 2025Q4: 23,750 shares; 2026Q1: 23,750 shares 23,750$6.62M1.56%0Timeline
QGENQIAGEN NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,371 shares 162,371$6.5M1.54%newTimeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 372,638 shares; 2025Q3: 477,104 shares; 2025Q4: 695,403 shares; 2026Q1: 695,403 shares 695,403$5.45M1.29%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,000 shares; 2024Q4: 170,000 shares; 2025Q1: 177,000 shares; 2025Q2: 152,000 shares; 2025Q3: 213,210 shares; 2025Q4: 258,109 shares; 2026Q1: 162,405 shares 162,405$5.32M1.26%-95,704Timeline
TNDMTANDEM DIABETES CARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,523 shares; 2025Q2: 210,523 shares; 2025Q3: 269,542 shares; 2025Q4: 267,091 shares; 2026Q1: 267,091 shares 267,091$5.12M1.21%0Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,250 shares; 2025Q1: 92,250 shares; 2025Q2: 92,250 shares; 2025Q3: 118,112 shares; 2025Q4: 61,923 shares; 2026Q1: 75,000 shares 75,000$5.11M1.21%+13,077Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,484 shares; 2025Q3: 25,970 shares; 2025Q4: 27,019 shares; 2026Q1: 19,019 shares 19,019$5.07M1.2%-8,000Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 24,327 shares; 2025Q4: 16,305 shares; 2026Q1: 21,305 shares 21,305$4.87M1.15%+5,000Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,153 shares; 2024Q4: 99,000 shares; 2025Q1: 123,000 shares; 2025Q2: 42,000 shares; 2025Q3: 72,980 shares; 2025Q4: 96,402 shares; 2026Q1: 60,402 shares 60,402$4.84M1.14%-36,000Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 76,821 shares; 2025Q4: 76,122 shares; 2026Q1: 56,122 shares 56,122$3.52M0.83%-20,000Timeline
CRNXCRINETICS PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,000 shares; 2026Q1: 94,195 shares 94,195$3.42M0.81%-20,805Timeline
KURAKURA ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,415 shares; 2025Q4: 455,841 shares; 2026Q1: 411,810 shares 411,810$3.35M0.79%-44,031Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 14,000 shares; 2025Q1: 25,000 shares; 2025Q2: 23,500 shares; 2025Q3: 23,942 shares; 2025Q4: not reported; 2026Q1: 19,202 shares 19,202$3.33M0.79%newTimeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,263 shares 44,263$3.29M0.78%newTimeline
IOVAIOVANCE BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900,000 shares 900,000$3.16M0.75%newTimeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 162,710 shares 162,710$3.12M0.74%newTimeline
ARDXARDELYX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516,131 shares 516,131$3.09M0.73%newTimeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,000 shares 80,000$3.08M0.73%newTimeline
OGNORGANON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543,711 shares; 2025Q4: 300,000 shares; 2026Q1: 375,974 shares 375,974$2.25M0.53%+75,974Timeline
ARWRARROWHEAD PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000$1.88M0.44%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TMOTHERMO FISHER SCIENTIFIC INC21,688$12.6Mshares
REGNREGENERON PHARMACEUTICALS7,165$5.53Mshares
HCAHCA HEALTHCARE INC10,784$5.03Mshares
CGONCG ONCOLOGY INC52,039$2.16Mshares
CERTCERTARA INC230,565$2.03Mshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000945621-26-000644 base2026-05-07acceptance time not in the bulk data set