SECTORAL ASSET MANAGEMENT INC

Q3 2026 13F-HR Holdings

Location
Montreal, A8
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$157,385
Net value change ($000)
+14,082 (9.8%)
New positions
10
Sold out positions
14
Turnover %
25.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
APNIMED INC 20,644 NEW
TNGX 2,639 NEW
BRAVEHEART BIO INC 2,419 NEW
QURE 1,508 NEW
JNJ 1,398 30.2%
VRTX 1,240 46.0%
ABVX 1,130 362.2%
ALNY 1,127 162.2%
GILD 1,070 41.1%
PFE 978 147.7%
Top Reduces (Value $000, Stocks/ETFs)
DFTX -3,684 -100.0%
UNH -3,222 -58.6%
CTNM -2,671 -22.4%
TRVI -1,223 -100.0%
ORKA -1,052 -26.3%
COGT -1,035 -100.0%
BNTX -929 -23.8%
BSX -908 -58.5%
TARS -836 -100.0%
EW -754 -56.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type