SECTOR GAMMA AS
Top Portfolio Positions
42 positions ·
$423,489,408 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BMY |
Bristol Myers Squibb Co
Healthcare
|
827,901 | $50,212,195 | 11.86% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
260,340 | $31,316,298 | 7.39% | |
| PFE |
Pfizer Inc
Healthcare
|
1,091,385 | $30,646,090 | 7.24% | |
| MDT |
Medtronic plc
Healthcare
|
280,682 | $24,321,095 | 5.74% | |
| INCY |
Incyte Corp
Healthcare
|
200,510 | $18,872,001 | 4.46% | |
| AMGN |
Amgen Inc
Healthcare
|
47,155 | $16,591,486 | 3.92% | |
| BIIB |
Biogen Inc.
Healthcare
|
90,096 | $16,517,299 | 3.90% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
155,835 | $14,090,600 | 3.33% | |
| BMRN |
Biomarin Pharmaceutical Inc
Healthcare
|
239,918 | $13,552,967 | 3.20% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
82,615 | $12,989,556 | 3.07% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BMRN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,552,967 | 239,918 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $11,797,152 | 198,505 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,524,144 | 175,852 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,725,469 | 122,348 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,709,130 | 137,348 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,286,284 | 217,348 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,379,560 | 190,348 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,215,440 | 63,348 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,110,873 | 81,416 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $8,315,935 | 86,247 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,498,327 | 96,048 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $14,100,062 | 162,668 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,203,474 | 156,350 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,041,881 | 155,009 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,291,131 | 109,604 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,722,813 | 105,259 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,149,418 | 79,759 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,031,965 | 113,548 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $5,754,356 | 68,964 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,925,324 | 91,714 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $13,380,169 | 108,482 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $11,794,679 | 139,582 | Shares | Sole | 2020-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||