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SECTORAL ASSET MANAGEMENT INC

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13F filer, CIK 1274413, MONTREAL, Quebec, Canada

SECTORAL ASSET MANAGEMENT INC reported $120,727,538 across 77 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 48.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-062046

Period
2026-03-31
Reported value
$121M
Holdings
77
Top 10 weight
48.15%
New
10
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INSMadded+8,486$1.46M
GILDadded+9,605$1.44M
IQVnew+8,307$1.42M
BMYnew+21,150$1.28M
MDTnew+11,100$962K

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
AMGNreduced-3,860-$1.47M
AZNexited-15,232-$1.4M
ABBVreduced-4,600-$1M
CTNMreduced-73,200-$956K
SIreduced-62,028-$901K

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 0001104659-26-062046, largest first. % of portfolio is the value over $120,727,538, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EVMNEVOMMUNE 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: 589,005 shares; 2026Q1: 589,005 shares 589,005$13.5M11.22%0Timeline
CTNMCONTINEUM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,887 shares; 2024Q4: 800,787 shares; 2025Q1: 800,787 shares; 2025Q2: 800,787 shares; 2025Q3: 800,787 shares; 2025Q4: 800,787 shares; 2026Q1: 727,587 shares 727,587$9.5M7.87%-73,200Timeline
SISHOULDER INNOVATIONS 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: 430,282 shares; 2025Q4: 492,435 shares; 2026Q1: 430,407 shares 430,407$6.25M5.18%-62,028Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 12,546 shares; 2025Q1: 9,416 shares; 2025Q2: 8,976 shares; 2025Q3: 9,376 shares; 2025Q4: 7,276 shares; 2026Q1: 6,354 shares 6,354$5.84M4.84%-922Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,900 shares; 2024Q4: 22,900 shares; 2025Q1: 21,800 shares; 2025Q2: 19,300 shares; 2025Q3: 15,300 shares; 2025Q4: 20,300 shares; 2026Q1: 18,218 shares 18,218$4.45M3.69%-2,082Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,065 shares; 2024Q4: 51,310 shares; 2025Q1: 32,020 shares; 2025Q2: 19,690 shares; 2025Q3: 19,550 shares; 2025Q4: 17,885 shares; 2026Q1: 27,490 shares 27,490$4.13M3.42%+9,605Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 14,625 shares; 2025Q1: 12,895 shares; 2025Q2: 16,745 shares; 2025Q3: 13,545 shares; 2025Q4: 13,595 shares; 2026Q1: 14,957 shares 14,957$4.05M3.35%+1,362Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 12,550 shares; 2025Q1: 10,385 shares; 2025Q2: 11,270 shares; 2025Q3: 10,340 shares; 2025Q4: 13,070 shares; 2026Q1: 9,210 shares 9,210$3.51M2.91%-3,860Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 3,670 shares; 2025Q1: 4,725 shares; 2025Q2: 6,945 shares; 2025Q3: 7,715 shares; 2025Q4: 8,005 shares; 2026Q1: 7,007 shares 7,007$3.46M2.86%-998Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 7,371 shares; 2025Q1: 15,230 shares; 2025Q2: 14,880 shares; 2025Q3: 13,425 shares; 2025Q4: 11,182 shares; 2026Q1: 19,668 shares 19,668$3.38M2.8%+8,486Timeline
ARGXARGENX SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,430 shares; 2025Q1: 3,103 shares; 2025Q2: 4,085 shares; 2025Q3: 3,890 shares; 2025Q4: 2,894 shares; 2026Q1: 3,564 shares 3,564$2.74M2.27%+670Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 18,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 16,800 shares; 2026Q1: 12,200 shares 12,200$2.65M2.2%-4,600Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,398 shares; 2024Q4: 24,398 shares; 2025Q1: 18,698 shares; 2025Q2: 15,198 shares; 2025Q3: 17,198 shares; 2025Q4: 23,498 shares; 2026Q1: 25,578 shares 25,578$2.63M2.18%+2,080Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 24,500 shares; 2025Q1: 26,900 shares; 2025Q2: 20,900 shares; 2025Q3: 16,400 shares; 2025Q4: 21,400 shares; 2026Q1: 21,480 shares 21,480$2.58M2.14%+80Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 3,968 shares; 2025Q4: 3,715 shares; 2026Q1: 2,919 shares 2,919$2.48M2.06%-796Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,750 shares; 2025Q4: 4,850 shares; 2026Q1: 5,250 shares 5,250$2.42M2%+400Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,026 shares; 2024Q4: 32,526 shares; 2025Q1: 24,226 shares; 2025Q2: 21,126 shares; 2025Q3: 22,126 shares; 2025Q4: 27,626 shares; 2026Q1: 34,780 shares 34,780$2.18M1.81%+7,154Timeline
BNTXBIONTECH SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 18,950 shares; 2025Q1: 17,175 shares; 2025Q2: 16,160 shares; 2025Q3: 17,660 shares; 2025Q4: 17,218 shares; 2026Q1: 22,164 shares 22,164$2.05M1.69%+4,946Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,450 shares; 2024Q4: 6,400 shares; 2025Q1: 6,100 shares; 2025Q2: 3,900 shares; 2025Q3: 4,300 shares; 2025Q4: 6,550 shares; 2026Q1: 5,874 shares 5,874$1.93M1.6%-676Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 7,275 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 9,597 shares 9,597$1.82M1.51%-978Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 4,750 shares; 2025Q1: 3,250 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,508 shares 3,508$1.72M1.43%-392Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 13,200 shares; 2025Q3: 20,700 shares; 2025Q4: 28,700 shares; 2026Q1: 23,231 shares 23,231$1.46M1.21%-5,469Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,307 shares 8,307$1.42M1.17%newTimeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 30,000 shares; 2025Q1: 69,240 shares; 2025Q2: 65,220 shares; 2025Q3: 74,070 shares; 2025Q4: 79,625 shares; 2026Q1: 69,615 shares 69,615$1.4M1.16%-10,010Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,850 shares; 2024Q4: 7,850 shares; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 17,250 shares; 2026Q1: 17,338 shares 17,338$1.39M1.15%+88Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 44,000 shares; 2025Q1: 19,500 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: not reported; 2026Q1: 21,150 shares 21,150$1.28M1.06%newTimeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 595 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 1,723 shares; 2026Q1: 1,710 shares 1,710$1.15M0.95%-13Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 5,700 shares; 2025Q1: 28,348 shares; 2025Q2: 41,418 shares; 2025Q3: 30,188 shares; 2025Q4: 36,858 shares; 2026Q1: 25,573 shares 25,573$1.08M0.9%-11,285Timeline
RCUSARCUS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,522 shares; 2024Q4: 69,552 shares; 2025Q1: 26,870 shares; 2025Q2: 257,270 shares; 2025Q3: 368,070 shares; 2025Q4: 56,945 shares; 2026Q1: 45,070 shares 45,070$1.04M0.86%-11,875Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,127 shares; 2024Q4: 34,500 shares; 2025Q1: 48,907 shares; 2025Q2: 50,007 shares; 2025Q3: 50,007 shares; 2025Q4: 45,347 shares; 2026Q1: 32,500 shares 32,500$1.02M0.84%-12,847Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,350 shares; 2024Q4: 26,350 shares; 2025Q1: 23,850 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,100 shares 11,100$962K0.8%newTimeline
TRVITREVI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,800 shares; 2025Q2: 134,150 shares; 2025Q3: 105,950 shares; 2025Q4: 84,255 shares; 2026Q1: 74,446 shares 74,446$939K0.78%-9,809Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,400 shares; 2024Q4: 73,800 shares; 2025Q1: 79,020 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,685 shares; 2026Q1: 22,140 shares 22,140$902K0.75%-10,545Timeline
MLYSMINERALYS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,513 shares; 2024Q4: 380,883 shares; 2025Q1: 370,513 shares; 2025Q2: 382,415 shares; 2025Q3: 33,885 shares; 2025Q4: 31,625 shares; 2026Q1: 31,618 shares 31,618$895K0.74%-7Timeline
ALNYALNYLAM PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,690 shares; 2024Q4: 8,300 shares; 2025Q1: 5,205 shares; 2025Q2: 3,323 shares; 2025Q3: 3,273 shares; 2025Q4: 2,990 shares; 2026Q1: 2,310 shares 2,310$864K0.72%-680Timeline
TARSTARSUS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 20,300 shares; 2025Q1: 17,250 shares; 2025Q2: 18,535 shares; 2025Q3: 18,405 shares; 2025Q4: 14,740 shares; 2026Q1: 11,272 shares 11,272$852K0.71%-3,468Timeline
RAPPRAPPORT 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: 179,860 shares; 2025Q3: 43,480 shares; 2025Q4: 38,925 shares; 2026Q1: 25,421 shares 25,421$835K0.69%-13,504Timeline
NKTRNEKTAR THERAPEUTICSQuarterly 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: 13,485 shares; 2026Q1: 10,851 shares 10,851$821K0.68%-2,634Timeline
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: 63,300 shares; 2025Q3: 79,430 shares; 2025Q4: 61,200 shares; 2026Q1: 31,680 shares 31,680$787K0.65%-29,520Timeline
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: 122,394 shares 122,394$781K0.65%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,650 shares; 2024Q4: 77,650 shares; 2025Q1: 59,650 shares; 2025Q2: 77,150 shares; 2025Q3: 77,150 shares; 2025Q4: 27,150 shares; 2026Q1: 27,500 shares 27,500$772K0.64%+350Timeline
BOLDBOUNDLESS BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678,574 shares; 2024Q4: 678,574 shares; 2025Q1: 678,574 shares; 2025Q2: 678,574 shares; 2025Q3: 678,574 shares; 2025Q4: 678,574 shares; 2026Q1: 678,574 shares 678,574$746K0.62%0Timeline
ASNDASCENDIS PHARMA A/SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: 1,600 shares; 2025Q1: 2,091 shares; 2025Q2: 3,471 shares; 2025Q3: 3,601 shares; 2025Q4: 3,254 shares; 2026Q1: 2,800 shares 2,800$728K0.6%-454Timeline
AVBPARRIVENT BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,090 shares; 2025Q2: 35,580 shares; 2025Q3: 39,235 shares; 2025Q4: 38,255 shares; 2026Q1: 30,013 shares 30,013$720K0.6%-8,242Timeline
GPCRSTRUCTURE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,395 shares; 2024Q4: 49,250 shares; 2025Q1: 33,695 shares; 2025Q2: 51,369 shares; 2025Q3: 221,872 shares; 2025Q4: 23,872 shares; 2026Q1: 14,102 shares 14,102$711K0.59%-9,770Timeline
IMTXIMMATICS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 332,270 shares; 2025Q3: 560,494 shares; 2025Q4: 63,015 shares; 2026Q1: 66,830 shares 66,830$693K0.57%+3,815Timeline
BBIOBRIDGEBIO PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 11,500 shares; 2025Q1: 16,085 shares; 2025Q2: 16,085 shares; 2025Q3: 13,650 shares; 2025Q4: 11,170 shares; 2026Q1: 8,100 shares 8,100$687K0.57%-3,070Timeline
SPRYARS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,640 shares; 2024Q4: 106,007 shares; 2025Q1: 100,205 shares; 2025Q2: 65,785 shares; 2025Q3: 81,785 shares; 2025Q4: 29,803 shares; 2026Q1: 79,150 shares 79,150$677K0.56%+49,347Timeline
ONCBEONE MEDICINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,010 shares; 2025Q1: 2,927 shares; 2025Q2: 7,716 shares; 2025Q3: 7,201 shares; 2025Q4: 2,665 shares; 2026Q1: 1,870 shares 1,870$631K0.52%-795Timeline
TECXTECTONIC THERAPEUTIC 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: 98,970 shares; 2025Q3: 192,770 shares; 2025Q4: 42,255 shares; 2026Q1: 19,059 shares 19,059$628K0.52%-23,196Timeline
IONSIONIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,440 shares; 2024Q4: 7,200 shares; 2025Q1: 9,440 shares; 2025Q2: 9,205 shares; 2025Q3: 9,205 shares; 2025Q4: 8,365 shares; 2026Q1: 7,200 shares 7,200$617K0.51%-1,165Timeline
BMRNBIOMARIN PHARMACEUTICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,870 shares; 2024Q4: 29,400 shares; 2025Q1: 23,530 shares; 2025Q2: 23,530 shares; 2025Q3: 25,030 shares; 2025Q4: 10,880 shares; 2026Q1: 9,450 shares 9,450$607K0.5%-1,430Timeline
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: 323,572 shares; 2025Q3: 395,872 shares; 2025Q4: 54,110 shares; 2026Q1: 71,480 shares 71,480$606K0.5%+17,370Timeline
PRVAPRIVIA HEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,500 shares; 2025Q4: 26,000 shares; 2026Q1: 27,136 shares 27,136$558K0.46%+1,136Timeline
CYTKCYTOKINETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,593 shares; 2024Q4: 24,500 shares; 2025Q1: 18,068 shares; 2025Q2: 11,723 shares; 2025Q3: 10,223 shares; 2025Q4: 5,893 shares; 2026Q1: 7,300 shares 7,300$545K0.45%+1,407Timeline
PTCTPTC THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 5,800 shares; 2025Q1: 8,350 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 7,715 shares; 2026Q1: 6,650 shares 6,650$515K0.43%-1,065Timeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,000 shares; 2024Q4: 71,500 shares; 2025Q1: 57,550 shares; 2025Q2: 55,450 shares; 2025Q3: 30,740 shares; 2025Q4: 30,585 shares; 2026Q1: 29,245 shares 29,245$499K0.41%-1,340Timeline
AGMBAGOMAB THERAPEUTICS 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: 43,500 shares 43,500$477K0.4%newTimeline
ALHCALIGNMENT HEALTHCARE 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: 54,500 shares; 2025Q4: 31,500 shares; 2026Q1: 26,911 shares 26,911$474K0.39%-4,589Timeline
HNGEHINGE HEALTH 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: 9,206 shares; 2025Q3: 11,206 shares; 2025Q4: 14,206 shares; 2026Q1: 12,244 shares 12,244$472K0.39%-1,962Timeline
RDNTRADNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 12,500 shares; 2025Q3: 10,000 shares; 2025Q4: 11,000 shares; 2026Q1: 7,999 shares 7,999$447K0.37%-3,001Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,430 shares; 2024Q4: 7,200 shares; 2025Q1: 9,280 shares; 2025Q2: 9,280 shares; 2025Q3: 9,280 shares; 2025Q4: 8,470 shares; 2026Q1: 7,200 shares 7,200$394K0.33%-1,270Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027 shares; 2024Q4: 3,852 shares; 2025Q1: 2,855 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,155 shares; 2026Q1: 1,850 shares 1,850$386K0.32%-305Timeline
INSPINSPIRE MED SYS 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: 7,200 shares; 2026Q1: 7,225 shares 7,225$373K0.31%+25Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 1,750 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,244 shares; 2025Q4: 2,049 shares; 2026Q1: 1,750 shares 1,750$371K0.31%-299Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,515 shares; 2024Q4: 11,800 shares; 2025Q1: 2,905 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,675 shares; 2026Q1: 2,300 shares 2,300$344K0.28%-375Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 231,485 shares; 2025Q3: 328,655 shares; 2025Q4: 22,480 shares; 2026Q1: 23,500 shares 23,500$333K0.28%+1,020Timeline
OMDAOMADA HEALTH 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: 34,500 shares; 2025Q3: 27,500 shares; 2025Q4: 36,500 shares; 2026Q1: 25,620 shares 25,620$322K0.27%-10,880Timeline
ABVXABIVAX SAQuarterly 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: 2,340 shares 2,340$298K0.25%newTimeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 4,370 shares; 2025Q1: 3,682 shares; 2025Q2: 2,782 shares; 2025Q3: 2,727 shares; 2025Q4: 2,472 shares; 2026Q1: 2,132 shares 2,132$296K0.25%-340Timeline
AXSMAXSOME THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,740 shares; 2026Q1: 1,500 shares 1,500$290K0.24%-240Timeline
INCYINCYTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 6,145 shares; 2025Q2: 6,060 shares; 2025Q3: 3,030 shares; 2025Q4: 2,750 shares; 2026Q1: 2,350 shares 2,350$254K0.21%-400Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,960 shares; 2024Q4: 4,350 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,005 shares; 2026Q1: 4,350 shares 4,350$248K0.21%-655Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 830 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430$228K0.19%newTimeline
GHGUARDANT HEALTH 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: 1,980 shares 1,980$206K0.17%newTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 4,900 shares; 2025Q1: 6,240 shares; 2025Q2: 6,240 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830$202K0.17%newTimeline
PALIPALISADE BIO 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: 88,000 shares 88,000$172K0.14%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AZNASTRAZENECA PLC-SPONS ADR15,232$1.4Mshares
VTYXVENTYX BIOSCIENCES INC96,945$875Kshares
LENZLENZ THERAPEUTICS INC42,500$680Kshares
FOLDAMICUS THERAPEUTIC43,300$617Kshares
CARLCARLSMED INC47,700$589Kshares
TEMTEMPUS AI INC4,500$266Kshares
MDGLMADRIGAL PHARMACEUTICALS INC352$205Kshares

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 0001104659-26-062046 base2026-05-15acceptance time not in the bulk data set