SECTOR GAMMA AS: 13F holdings
CIK 14753732026Q2
| Positions | 40 |
|---|
| Reported value | $461.0m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 40 (-2 vs prior quarter) |
|---|
| Reported value | $461.0m (+8.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BMY BRISTOL-MYERS SQUIBB CO | 726,115 | $41.8m | 9.1% |
| MRK MERCK & CO INC | 217,008 | $27.9m | 6.0% |
| MEDTRONIC PLC | 352,437 | $27.6m | 6.0% |
| PFE PFIZER INC | 1,004,215 | $24.2m | 5.2% |
| INCY INCYTE CORP | 170,753 | $19.4m | 4.2% |
| ELV ELEVANCE HEALTH INC FORMERLY | 44,499 | $17.2m | 3.7% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 294,918 | $16.9m | 3.7% |
| TMO THERMO FISHER SCIENTIFIC INC | 33,584 | $16.8m | 3.7% |
| CVS CVS HEALTH CORP | 155,337 | $16.1m | 3.5% |
| IQV IQVIA HLDGS INC | 77,944 | $15.1m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1475373")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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