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SECTOR GAMMA AS 13F holdings

Filed 2026-08-12 · SECTOR GAMMA AS · 40 positions · $461.0M

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TickerCompanySharesValue% of portfolio
BMYBRISTOL-MYERS SQUIBB CO726.1K$41.8M9.1%
MRKMERCK & CO INC217.0K$27.9M6.0%
—MEDTRONIC PLC352.4K$27.6M6.0%
PFEPFIZER INC1.0M$24.2M5.2%
INCYINCYTE CORP170.8K$19.4M4.2%
ELVELEVANCE HEALTH INC FORMERLY44.5K$17.2M3.7%
BMRNBIOMARIN PHARMACEUTICAL INC294.9K$16.9M3.7%
TMOTHERMO FISHER SCIENTIFIC INC33.6K$16.8M3.7%
CVSCVS HEALTH CORP155.3K$16.1M3.5%
IQVIQVIA HLDGS INC77.9K$15.1M3.3%
IONSIONIS PHARMACEUTICALS INC189.5K$15.0M3.3%
BDXBECTON DICKINSON & CO93.2K$14.1M3.1%
ABTABBOTT LABS147.4K$13.4M2.9%
GEHCGE HEALTHCARE TECHNOLOGIES I207.9K$13.3M2.9%
ZBHZIMMER BIOMET HOLDINGS INC142.3K$12.3M2.7%
BIIBBIOGEN INC54.2K$11.7M2.5%
—QIAGEN NV287.6K$11.2M2.4%
CNCCENTENE CORP DEL162.4K$10.4M2.3%
REGNREGENERON PHARMACEUTICALS15.8K$9.8M2.1%
BIOBIO RAD LABS INC33.4K$9.8M2.1%
CAHCARDINAL HEALTH INC40.7K$9.7M2.1%
AMGNAMGEN INC26.3K$9.5M2.1%
BRKRBRUKER CORP152.4K$9.2M2.0%
AVTRAVANTOR INC906.1K$9.0M1.9%
PTCTPTC THERAPEUTICS INC100.0K$8.2M1.8%
LHLABCORP HOLDINGS INC26.0K$7.3M1.6%
DXCMDEXCOM INC102.1K$6.9M1.5%
—ASCENDIS PHARMA A/S21.3K$5.7M1.2%
EWEDWARDS LIFESCIENCES CORP60.4K$5.5M1.2%
SNDXSYNDAX PHARMACEUTICALS INC241.7K$5.3M1.1%
BSXBOSTON SCIENTIFIC CORP121.1K$5.2M1.1%
KURAKURA ONCOLOGY INC433.0K$4.8M1.0%
TVTXTRAVERE THERAPEUTICS INC80.0K$4.5M1.0%
CRNXGBPCRINETICS PHARMACEUTICALS IN114.6K$4.3M0.9%
TNDMTANDEM DIABETES CARE INC267.1K$4.0M0.9%
IOVAIOVANCE BIOTHERAPEUTICS INC968.5K$4.0M0.9%
CYTKCYTOKINETICS INC45.0K$3.8M0.8%
OGNORGANON & CO270.8K$3.7M0.8%
ARDXARDELYX INC686.8K$3.5M0.8%
NTLAINTELLIA THERAPEUTICS INC185.2K$3.1M0.7%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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