SECTORAL ASSET MANAGEMENT INC [Rocket]

Holdings

SECTORAL ASSET MANAGEMENT INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
R1 RCM Inc. /DE	RCM	Common	809,194	-140,000	14,929,629,000	691,719,000	2.49		Hist	06/30/2023
Evolent Health, Inc.	EVH	Common	488,142	-3,000	14,790,703,000	-1,146,855,000	2.47		Hist	06/30/2023
Privia Health Group, Inc.	PRVA	COM	506,622	226,310	13,227,900,000	5,488,486,000	2.21		Hist	06/30/2023
Paragon Airheater Technologies, Inc.	APLS	COM	143,859	-28,631	13,105,555,000	1,728,115,000	2.19		Hist	06/30/2023
RadNet, Inc.	RDNT	Common	398,634	85,701	13,003,441,000	5,170,728,000	2.17	0.68	Hist	06/30/2023
BIOMARIN PHARMACEUTICAL INC	BMRN	Common	148,448	24,018	12,867,473,000	767,900,000	2.15	0.08	Hist	06/30/2023
Option Care Health, Inc.	OPCH	COM	390,000	91,500	12,671,100,000	3,187,755,000	2.11	0.22	Hist	06/30/2023
ICON PLC	ICLR	Common	47,972	-2,566	12,002,594,000	1,208,183,000	2.00	0.06	Hist	06/30/2023
AtriCure, Inc.	ATRC	COMMON	239,532	80,000	11,823,300,000	5,210,699,000	1.97	0.51	Hist	06/30/2023
HEALTHEQUITY, INC.	HQY	Common	183,375	0	11,578,298,000	812,352,000	1.93	0.21	Hist	06/30/2023
ELI LILLY & Co	LLY	Common	23,765	0	11,145,310,000	2,983,934,000	1.86	0.00	Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	22,925	-3,150	11,018,672,000	-1,304,112,000	1.84	0.00	Hist	06/30/2023
INSMED Inc	INSM	Common	517,841	1,749	10,926,445,000	2,127,076,000	1.82	0.38	Hist	06/30/2023
Mineralys Therapeutics, Inc.	MLYS	Common	614,713	1,480	10,480,857,000	877,628,000	1.75	1.50	Hist	06/30/2023
PROTHENA CORP PUBLIC LTD CO	PRTA	Common	151,848	29,098	10,368,181,000	4,418,488,000	1.73	0.29	Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	62,100	0	10,278,792,000	653,292,000	1.71		Hist	06/30/2023
TREACE MEDICAL CONCEPTS, INC.	TMCI	COM	379,443	13,000	9,706,152,000	475,453,000	1.62	0.62	Hist	06/30/2023
PTC THERAPEUTICS, INC.	PTCT	COM	231,696	5,130	9,423,076,000	-1,551,781,000	1.57	0.31	Hist	06/30/2023
MoonLake Immunotherapeutics	MLTX	Common	184,590	184,590	9,414,090,000	9,414,090,000	1.57		Hist	06/30/2023
AMICUS THERAPEUTICS, INC.	FOLD	COM	729,924	209,942	9,167,845,000	3,401,245,000	1.53	0.26	Hist	06/30/2023
Inari Medical, Inc.	NARI	Common	153,043	0	8,897,920,000	-550,955,000	1.48	0.27	Hist	06/30/2023
Blueprint Medicines Corp	BPMC	COM	136,837	14,937	8,648,098,000	3,163,817,000	1.44		Hist	06/30/2023
ARS Pharmaceuticals, Inc.	SBTX	Common	1,255,640	462,053	8,412,788,000	3,246,537,000	1.40	1.32	Hist	06/30/2023
Amylyx Pharmaceuticals, Inc.	AMLX	Common	387,310	144,910	8,354,277,000	1,242,261,000	1.39	0.58	Hist	06/30/2023
Lantheus Holdings, Inc.	LNTH	COM	98,687	-19,000	8,281,813,000	-1,434,426,000	1.38	0.15	Hist	06/30/2023
ImmunoGen, Inc.	IMGN	COM	436,447	-564,997	8,235,755,000	4,390,210,000	1.37	0.19	Hist	06/30/2023
Inspire Medical Systems, Inc.	INSP	Common	24,000	-3,500	7,791,360,000	1,354,435,000	1.30		Hist	06/30/2023
AGILITI, INC. \DE	AGTI	COM	469,277	-40,945	7,743,071,000	-410,277,000	1.29	0.35	Hist	06/30/2023
Intra-Cellular Therapies, Inc.	ITCI	Common	119,852	5,652	7,589,029,000	1,405,099,000	1.27		Hist	06/30/2023
ALKERMES INC	ALKS	COM	242,173	11,073	7,580,015,000	1,065,306,000	1.26		Hist	06/30/2023
TENET HEALTHCARE CORP	THC	Common	91,500	-10,000	7,446,270,000	1,415,140,000	1.24		Hist	06/30/2023
Denali Therapeutics Inc.	DNLI	Common	245,291	441	7,238,537,000	1,597,193,000	1.21	0.18	Hist	06/30/2023
Arcus Biosciences, Inc.	RCUS	Common	354,490	60,844	7,199,692,000	1,843,589,000	1.20	0.48	Hist	06/30/2023
Travere Therapeutics, Inc.	TVTX	Common	435,313	76,700	6,686,408,000	-1,378,798,000	1.11	0.67	Hist	06/30/2023
Zentalis Pharmaceuticals, Inc.	ZNTL	Common	234,000	0	6,601,140,000	2,576,340,000	1.10	0.39	Hist	06/30/2023
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