Sector Gamma AS

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
BRISTOL MYERS SQUIBB CO	—	$40.24M	745,955	9.2%
Merck & Co., Inc.	—	$38.28M	363,651	8.7%
Medtronic plc	—	$25.90M	269,644	5.9%
Becton Dickinson & Co	—	$25.69M	132,376	5.9%
GILEAD SCIENCES, INC.	—	$21.65M	176,414	4.9%
INCYTE CORP	—	$21.61M	218,783	4.9%
PFIZER INC	—	$21.40M	859,539	4.9%
AMGEN INC	—	$19.95M	60,956	4.5%
BIOGEN INC.	—	$15.04M	85,475	3.4%
IONIS PHARMACEUTICALS INC	—	$14.63M	184,977	3.3%
CVS HEALTH Corp	—	$14.09M	177,599	3.2%
CARDINAL HEALTH INC	—	$12.73M	61,946	2.9%
THERMO FISHER SCIENTIFIC INC.	—	$12.57M	21,688	2.9%
BRUKER CORP	—	$12.00M	254,697	2.7%
Zimmer Biomet Holdings Inc	—	$11.91M	132,478	2.7%
BioMarin Pharmaceutical Inc	—	$11.80M	198,505	2.7%
Elevance Health Inc	—	$11.41M	32,546	2.6%
Centene Corp	—	$10.62M	258,109	2.4%
GE HealthCare Technologies Inc.	—	$9.38M	114,390	2.1%
Edwards Lifesciences Corp	—	$8.22M	96,402	1.9%
Avantor, Inc.	—	$7.97M	695,403	1.8%
BIO-RAD LABORATORIES, INC.	—	$7.20M	23,750	1.6%
LABCORP HOLDINGS INC.	—	$6.78M	27,019	1.5%
Lantheus Holdings, Inc.	—	$6.24M	93,823	1.4%
TANDEM DIABETES CARE INC	—	$5.87M	267,091	1.3%
REGENERON PHARMACEUTICALS, INC.	—	$5.53M	7,165	1.3%
Crinetics Pharmaceuticals, Inc.	—	$5.35M	115,000	1.2%
Syndax Pharmaceuticals Inc	—	$5.30M	252,062	1.2%
Dexcom Inc	—	$5.05M	76,122	1.2%
HCA Healthcare, Inc.	—	$5.03M	10,784	1.1%
Kura Oncology, Inc.	—	$4.74M	455,841	1.1%
PTC Therapeutics Inc	—	$4.70M	61,923	1.1%
ASCENDIS PHARMA A/S	—	$3.48M	16,305	0.8%
CG Oncology, Inc.	—	$2.16M	52,039	0.5%
Organon & Co.	—	$2.15M	300,000	0.5%
Certara, Inc.	—	$2.03M	230,565	0.5%