SECTORAL ASSET MANAGEMENT INC

CIK

1274413

City

MONTREAL

State / Country

A8

Stock

SMMT — Summit Therapeutics Inc.

Top Portfolio Positions

77 positions · $117,070,256 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
EVMN	Evommune, Inc. Healthcare	589,005	$13,541,224	11.57%
CTNM	Contineum Therapeutics, Inc. Healthcare	727,587	$9,502,286	8.12%
SI	Shoulder Innovations, Inc.	430,407	$6,253,813	5.34%
LLY	ELI LILLY & Co Healthcare	6,354	$5,844,218	4.99%
JNJ	Johnson & Johnson Healthcare	18,218	$4,453,207	3.80%
UNH	Unitedhealth Group Inc Healthcare	14,957	$4,047,214	3.46%
GILD	Gilead Sciences, Inc. Healthcare	27,490	$3,831,281	3.27%
AMGN	Amgen Inc Healthcare	9,210	$3,240,538	2.77%
INSM	INSMED Inc Healthcare	19,668	$3,216,111	2.75%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	7,007	$3,128,905	2.67%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMMT

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,319,900	69,615	-12.6%	Shares	Sole	2026-05-15
2025-12-31	$1,392,641	79,625	+7.5%	Shares	Sole	2026-02-09
2025-09-30	$1,530,286	74,070	+13.6%	Shares	Sole	2025-11-14
2025-06-30	$1,387,881	65,220	-5.8%	Shares	Sole	2025-08-14
2025-03-31	$1,335,639	69,240	+130.8%	Shares	Sole	2025-05-15
2024-12-31	$535,350	30,000	+12.4%	Shares	Sole	2025-02-14
2024-09-30	$584,730	26,700	+6.8%	Shares	Sole	2024-11-14
2024-06-30	$195,000	25,000	-92.1%	Shares	Sole	2024-08-13
2024-03-31	$1,304,100	315,000	+950.0%	Shares	Sole	2024-05-14
2023-12-31	$78,300	30,000	+50.0%	Shares	Sole	2024-02-14
2023-09-30	$37,400	20,000	-60.0%	Shares	Sole	2023-11-14
2023-06-30	$125,500	50,000	+150.0%	Shares	Sole	2023-08-11
2023-03-31	$35,000	20,000	—	Shares	Sole	2023-05-12
No 13F history on record for this holder in this stock.