SECTOR GAMMA AS — 13F holdings

SECTOR GAMMA AS reported 40 holdings worth $461M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. BMY BRISTOL-MYERS SQUIBB CO — $41.8M (9.1%)
2. MRK MERCK & CO INC — $27.9M (6.0%)
3. MDT MEDTRONIC PLC — $27.6M (6.0%)
4. PFE PFIZER INC — $24.2M (5.2%)
5. INCY INCYTE CORP — $19.4M (4.2%)
6. ELV ELEVANCE HEALTH INC — $17.2M (3.7%)
7. BMRN BIOMARIN PHARMACEUTICAL INC — $16.9M (3.7%)
8. TMO THERMO FISHER SCIENTIFIC INC — $16.8M (3.7%)
9. CVS CVS HEALTH CORP — $16.1M (3.5%)
10. IQV IQVIA HLDGS INC — $15.1M (3.3%)