SECTOR GAMMA AS Diversified Active

Location: Oslo, Norway

CIK: 0001475373 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $423M (100.0% shares, 0.0% debt)

Holdings (42)

BMY BRISTOL-MYERS SQUIBB CO 11.9%

Value $50.21M Shares 827,901 Est. Cost $49.36 Unrealized +16.3%

MRK MERCK & CO INC 7.4%

Value $31.32M Shares 260,340 Est. Cost $80.39 Unrealized +42.2%

PFE PFIZER INC 7.2%

Value $30.65M Shares 1,091,385 Est. Cost $25.58 Unrealized +2.3%

MDT MEDTRONIC PLC 5.7%

Value $24.32M Shares 280,682 Est. Cost $84.37 Unrealized +17.9%

INCY INCYTE CORP 4.5%

Value $18.87M Shares 200,510 Est. Cost $71.18 Unrealized +44.9%

AMGN AMGEN INC 3.9%

Value $16.59M Shares 47,155 Est. Cost $285.08 Unrealized +22.7%

BIIB BIOGEN INC 3.9%

Value $16.52M Shares 90,096 Est. Cost $165.19 Unrealized +10.9%

ZBH ZIMMER BIOMET HOLDINGS INC 3.3%

Value $14.09M Shares 155,835 Est. Cost $104.78 Unrealized -12.5%

BMRN BIOMARIN PHARMACEUTICAL INC 3.2%

Value $13.55M Shares 239,918 Est. Cost $69.95 Unrealized -16.1%

BDX BECTON DICKINSON & CO 3.1%

Value $12.99M Shares 82,615 Est. Cost $211.58 Unrealized -20.7%

ELV ELEVANCE HEALTH INC FORMERLY 3.0%

Value $12.87M Shares 43,962 Est. Cost $351.21 Unrealized +0.1%

IONS IONIS PHARMACEUTICALS INC 3.0%

Value $12.73M Shares 169,468 Est. Cost $46.09 Unrealized +77.5%

CAH CARDINAL HEALTH INC 2.7%

Value $11.6M Shares 54,897 Est. Cost $64.47 Unrealized +234.0%

UNH UNITEDHEALTH GROUP INC 2.3%

Value $9.859M Shares 36,435 Est. Cost $308.69 Unrealized 0.0%

CVS CVS HEALTH CORP 2.3%

Value $9.72M Shares 135,337 Est. Cost $65.57 Unrealized +18.9%

BRKR BRUKER CORP 2.2%

Value $9.175M Shares 254,010 Est. Cost $51.49 Unrealized -11.8%

GEHC GE HEALTHCARE TECHNOLOGIES I 2.1%

Value $8.998M Shares 126,418 Est. Cost $76.82 Unrealized +7.1%

ABT ABBOTT LABS 2.1%

Value $8.987M Shares 87,532 Est. Cost $115.41 Unrealized 0.0%

GILD GILEAD SCIENCES INC 1.8%

Value $7.421M Shares 53,247 Est. Cost $75.45 Unrealized +83.4%

LNTH LANTHEUS HLDGS INC 1.7%

Value $7.08M Shares 93,344 Est. Cost $74.91 Unrealized -8.6%

IQV IQVIA HLDGS INC 1.6%

Value $6.861M Shares 40,230 Est. Cost $210.16 Unrealized 0.0%

SNDX SYNDAX PHARMACEUTICALS INC 1.6%

Value $6.681M Shares 286,007 Est. Cost $14.63 Unrealized +41.9%

BIO BIO RAD LABS INC 1.6%

Value $6.62M Shares 23,750 Est. Cost $294.39 Unrealized +1.5%

QGEN QIAGEN NV 1.5%

Value $6.501M Shares 162,371 Est. Cost $50.32 Unrealized 0.0%

AVTR AVANTOR INC 1.3%

Value $5.452M Shares 695,403 Est. Cost $13.13 Unrealized -16.2%

CNC CENTENE CORP DEL 1.3%

Value $5.317M Shares 162,405 Est. Cost $53.34 Unrealized -18.7%

TNDM TANDEM DIABETES CARE INC 1.2%

Value $5.12M Shares 267,091 Est. Cost $24.77 Unrealized -14.9%

PTCT PTC THERAPEUTICS INC 1.2%

Value $5.11M Shares 75,000 Est. Cost $51.21 Unrealized +43.9%

LH LABCORP HOLDINGS INC 1.2%

Value $5.074M Shares 19,019 Est. Cost $248.69 Unrealized +9.0%

ASND ASCENDIS PHARMA A/S 1.2%

Value $4.873M Shares 21,305 Est. Cost $182.86 Unrealized —

EW EDWARDS LIFESCIENCES CORP 1.1%

Value $4.837M Shares 60,402 Est. Cost $78.07 Unrealized +5.0%

DXCM DEXCOM INC 0.8%

Value $3.524M Shares 56,122 Est. Cost $78.65 Unrealized -9.8%

CRNX CRINETICS PHARMACEUTICALS IN 0.8%

Value $3.421M Shares 94,195 Est. Cost $44.52 Unrealized +10.5%

KURA KURA ONCOLOGY INC 0.8%

Value $3.348M Shares 411,810 Est. Cost $7.26 Unrealized +18.7%

HUM HUMANA INC 0.8%

Value $3.329M Shares 19,202 Est. Cost $223.53 Unrealized 0.0%

BBIO BRIDGEBIO PHARMA INC 0.8%

Value $3.287M Shares 44,263 Est. Cost $74.48 Unrealized 0.0%

IOVA IOVANCE BIOTHERAPEUTICS INC 0.7%

Value $3.159M Shares 900,000 Est. Cost $2.68 Unrealized 0.0%

DNLI DENALI THERAPEUTICS INC 0.7%

Value $3.124M Shares 162,710 Est. Cost $19.63 Unrealized 0.0%

ARDX ARDELYX INC 0.7%

Value $3.092M Shares 516,131 Est. Cost $7.08 Unrealized 0.0%

COGT COGENT BIOSCIENCES INC 0.7%

Value $3.079M Shares 80,000 Est. Cost $37.37 Unrealized 0.0%

OGN ORGANON & CO 0.5%

Value $2.252M Shares 375,974 Est. Cost $9.46 Unrealized -13.1%

ARWR ARROWHEAD PHARMACEUTICALS IN 0.4%

Value $1.881M Shares 30,000 Est. Cost $65.73 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BMY	BRISTOL-MYERS SQUIBB CO	827,901	$50.21M	11.9%	$49.36	+16.3%	COM	110122108
MRK	MERCK & CO INC	260,340	$31.32M	7.4%	$80.39	+42.2%	COM	58933Y105
PFE	PFIZER INC	1,091,385	$30.65M	7.2%	$25.58	+2.3%	COM	717081103
MDT	MEDTRONIC PLC	280,682	$24.32M	5.7%	$84.37	+17.9%	SHS	G5960L103
INCY	INCYTE CORP	200,510	$18.87M	4.5%	$71.18	+44.9%	COM	45337C102
AMGN	AMGEN INC	47,155	$16.59M	3.9%	$285.08	+22.7%	COM	031162100
BIIB	BIOGEN INC	90,096	$16.52M	3.9%	$165.19	+10.9%	COM	09062X103
ZBH	ZIMMER BIOMET HOLDINGS INC	155,835	$14.09M	3.3%	$104.78	-12.5%	COM	98956P102
BMRN	BIOMARIN PHARMACEUTICAL INC	239,918	$13.55M	3.2%	$69.95	-16.1%	COM	09061G101
BDX	BECTON DICKINSON & CO	82,615	$12.99M	3.1%	$211.58	-20.7%	COM	075887109
ELV	ELEVANCE HEALTH INC FORMERLY	43,962	$12.87M	3.0%	$351.21	+0.1%	COM	036752103
IONS	IONIS PHARMACEUTICALS INC	169,468	$12.73M	3.0%	$46.09	+77.5%	COM	462222100
CAH	CARDINAL HEALTH INC	54,897	$11.6M	2.7%	$64.47	+234.0%	COM	14149Y108
UNH	UNITEDHEALTH GROUP INC	36,435	$9.859M	2.3%	$308.69	0.0%	COM	91324P102
CVS	CVS HEALTH CORP	135,337	$9.72M	2.3%	$65.57	+18.9%	COM	126650100
BRKR	BRUKER CORP	254,010	$9.175M	2.2%	$51.49	-11.8%	COM	116794108
GEHC	GE HEALTHCARE TECHNOLOGIES I	126,418	$8.998M	2.1%	$76.82	+7.1%	COMMON STOCK	36266G107
ABT	ABBOTT LABS	87,532	$8.987M	2.1%	$115.41	0.0%	COM	002824100
GILD	GILEAD SCIENCES INC	53,247	$7.421M	1.8%	$75.45	+83.4%	COM	375558103
LNTH	LANTHEUS HLDGS INC	93,344	$7.08M	1.7%	$74.91	-8.6%	COM	516544103
IQV	IQVIA HLDGS INC	40,230	$6.861M	1.6%	$210.16	0.0%	COM	46266C105
SNDX	SYNDAX PHARMACEUTICALS INC	286,007	$6.681M	1.6%	$14.63	+41.9%	COM	87164F105
BIO	BIO RAD LABS INC	23,750	$6.62M	1.6%	$294.39	+1.5%	CL A	090572207
QGEN	QIAGEN NV	162,371	$6.501M	1.5%	$50.32	0.0%	ORD SHARES	N72482156
AVTR	AVANTOR INC	695,403	$5.452M	1.3%	$13.13	-16.2%	COM	05352A100
CNC	CENTENE CORP DEL	162,405	$5.317M	1.3%	$53.34	-18.7%	COM	15135B101
TNDM	TANDEM DIABETES CARE INC	267,091	$5.12M	1.2%	$24.77	-14.9%	COM NEW	875372203
PTCT	PTC THERAPEUTICS INC	75,000	$5.11M	1.2%	$51.21	+43.9%	COM	69366J200
LH	LABCORP HOLDINGS INC	19,019	$5.074M	1.2%	$248.69	+9.0%	COM SHS	504922105
ASND	ASCENDIS PHARMA A/S	21,305	$4.873M	1.2%	$182.86	—	SPONSORED ADR	04351P101
EW	EDWARDS LIFESCIENCES CORP	60,402	$4.837M	1.1%	$78.07	+5.0%	COM	28176E108
DXCM	DEXCOM INC	56,122	$3.524M	0.8%	$78.65	-9.8%	COM	252131107
CRNX	CRINETICS PHARMACEUTICALS IN	94,195	$3.421M	0.8%	$44.52	+10.5%	COM	22663K107
KURA	KURA ONCOLOGY INC	411,810	$3.348M	0.8%	$7.26	+18.7%	COM	50127T109
HUM	HUMANA INC	19,202	$3.329M	0.8%	$223.53	0.0%	COM	444859102
BBIO	BRIDGEBIO PHARMA INC	44,263	$3.287M	0.8%	$74.48	0.0%	COM	10806X102
IOVA	IOVANCE BIOTHERAPEUTICS INC	900,000	$3.159M	0.7%	$2.68	0.0%	COM	462260100
DNLI	DENALI THERAPEUTICS INC	162,710	$3.124M	0.7%	$19.63	0.0%	COM	24823R105
ARDX	ARDELYX INC	516,131	$3.092M	0.7%	$7.08	0.0%	COM	039697107
COGT	COGENT BIOSCIENCES INC	80,000	$3.079M	0.7%	$37.37	0.0%	COM	19240Q201
OGN	ORGANON & CO	375,974	$2.252M	0.5%	$9.46	-13.1%	COMMON STOCK	68622V106
ARWR	ARROWHEAD PHARMACEUTICALS IN	30,000	$1.881M	0.4%	$65.73	0.0%	COM	04280A100