SECTORAL ASSET MANAGEMENT INC

Position in COGT — Cogent Biosciences, Inc.

CIK 1274413 MONTREAL, A8

Position in COGT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,034,838

+$182,670 QoQ

Shares Held

26,740

+20.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#191

of 321 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

SECTORAL ASSET MANAGEMENT INC holds $69,797,747 across 47 Biotechnology names. COGT ranks #20 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTNM	Contineum Therapeutics, Inc.	727,587	$11,925,150
2	ORKA	Oruka Therapeutics, Inc.	41,987	$3,995,902
3	BNTX	BioNTech SE	41,869	$3,895,910
4	DFTX	Definium Therapeutics, Inc.	78,310	$3,683,702
5	RCUS	Arcus Biosciences, Inc.	110,870	$3,418,122
6	SMMT	Summit Therapeutics Inc.	220,180	$3,208,022
7	AVBP	ArriVent BioPharma, Inc.	79,043	$2,745,953
8	VRTX	Vertex Pharmaceuticals Inc / Ma	5,432	$2,698,237

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,034,838	26,740	+20.8%	Shares	Sole	2026-08-14
2026-03-31	$852,168	22,140	-32.3%	Shares	Sole	2026-05-15
2025-12-31	$1,160,971	32,685	-58.6%	Shares	Sole	2026-02-09
2025-03-31	$473,329	79,020	+7.1%	Shares	Sole	2025-05-15
2024-12-31	$575,640	73,800	-12.6%	Shares	Sole	2025-02-14
2024-09-30	$911,520	84,400	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$721,608	85,600	-67.5%	Shares	Sole	2024-08-13
2024-03-31	$1,772,064	263,700	+876.7%	Shares	Sole	2024-05-14
2021-06-30	$218,970	27,000	0.0%	Shares	Sole	2021-08-16
2021-03-31	$237,060	27,000	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.