Rhenman & Partners Asset Management AB

Rhenman & Partners Asset Management AB reported 99 holdings worth US$1.06B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Rhenman & Partners Asset Management AB reported 99 holdings worth US$1.06B as of Jun 30, 2026. Largest: Unitedhealth Group Incorporated, Cvs Health Corporation and Merck & Company, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
99
Value as reported
US$1.06B

The filing in full

CompanySharesValue as reported% of portfolio
Unitedhealth Group Incorporated93,600US$38.9M3.7%
Cvs Health Corporation279KUS$28.9M2.7%
Merck & Company, Inc.214KUS$27.4M2.6%
Eli Lilly And Company22,315US$26.8M2.5%
Abbvie Inc.96,775US$24.4M2.3%
Alignment Healthcare, Inc.997KUS$23.7M2.2%
Edwards Lifesciences Corporation260KUS$23.5M2.2%
Gilead Sciences, Inc.178KUS$22.5M2.1%
Biogen Inc.94,850US$20.5M1.9%
Stryker Corporation65,000US$20.5M1.9%
Boston Scientific Corporation451KUS$19.2M1.8%
Johnson & Johnson72,500US$18.4M1.7%
Guardant Health, Inc.115KUS$17.3M1.6%
Regeneron Pharmaceuticals, Inc.27,390US$17.1M1.6%
Glaukos Corporation119KUS$16.6M1.6%
Biomarin Pharmaceutical Inc.291KUS$16.6M1.6%
Nurix Therapeutics, Inc.684KUS$16.6M1.6%
Natera, Inc.61,050US$16.6M1.6%
Mirum Pharmaceuticals, Inc.139KUS$16.3M1.5%
Insmed Incorporated152KUS$16.2M1.5%
Tenet Healthcare Corporation85,200US$15.9M1.5%
Thermo Fisher Scientific Inc31,580US$15.8M1.5%
Centene Corporation244KUS$15.7M1.5%
Axsome Therapeutics, Inc.63,050US$15.4M1.5%
Danaher Corporation80,252US$15.3M1.4%
Vertex Pharmaceuticals Incorporated30,685US$15.2M1.4%
Anteris Technologies Global Corp.1.54MUS$15.2M1.4%
Neurocrine Biosciences, Inc.85,841US$14.5M1.4%
The Pennant Group, Inc.371KUS$13.7M1.3%
Intuitive Surgical, Inc.34,500US$13.7M1.3%
Elevance Health, Inc.34,900US$13.5M1.3%
Cencora, Inc.46,778US$13.2M1.2%
Charles River Laboratories International, Inc.57,200US$13M1.2%
Ideaya Biosciences, Inc.344KUS$12.8M1.2%
Mckesson Corporation16,550US$12.5M1.2%
Syndax Pharmaceuticals, Inc.560KUS$12.2M1.2%
Brightspring Health Services, Inc.166KUS$11.6M1.1%
Mineralys Therapeutics, Inc.416KUS$11.2M1.1%
Oscar Health, Inc.392KUS$11.2M1.1%
Dexcom, Inc.160KUS$10.8M1.0%
Align Technology, Inc.63,000US$10.6M1.0%
Spyre Therapeutics, Inc.119KUS$10.6M1.00%
Relay Therapeutics, Inc.566KUS$10.6M1.00%
Arrowhead Pharmaceuticals, Inc.128KUS$10.4M0.98%
Agilent Technologies, Inc.75,000US$9.96M0.94%
Nektar Therapeutics141KUS$9.86M0.93%
Abbott Laboratories96,000US$8.71M0.82%
Dianthus Therapeutics, Inc.86,127US$8.4M0.79%
Procept Biorobotics Corporation345KUS$7.79M0.74%
Oruka Therapeutics, Inc.80,000US$7.61M0.72%
Encompass Health Corporation74,263US$7.51M0.71%
Iovance Biotherapeutics, Inc.1.71MUS$7.09M0.67%
Bridgebio Pharma, Inc.91,100US$6.79M0.64%
Kura Oncology, Inc.592KUS$6.49M0.61%
Insulet Corporation42,000US$6.39M0.60%
Erasca, Inc.349KUS$6.39M0.60%
Krystal Biotech, Inc.16,325US$6.07M0.57%
Astrana Health Inc.119KUS$5.52M0.52%
Cardinal Health, Inc.22,500US$5.35M0.50%
Alnylam Pharmaceuticals, Inc.17,200US$5.18M0.49%
Molina Healthcare Inc21,857US$5M0.47%
Viking Therapeutics, Inc.128KUS$4.99M0.47%
The Cigna Group17,400US$4.8M0.45%
Ionis Pharmaceuticals, Inc.59,900US$4.75M0.45%
Amn Healthcare Services Inc144KUS$4.68M0.44%
Denali Therapeutics Inc.179KUS$4.6M0.43%
Medpace Holdings, Inc.8,500US$4.5M0.42%
Madrigal Pharmaceuticals, Inc.8,050US$4.32M0.41%
Amgen Inc.11,900US$4.31M0.41%
Sionna Therapeutics, Inc.97,100US$4.27M0.40%
The Cooper Companies, Inc.54,000US$3.87M0.37%
Waystar Holding Corp.179KUS$3.67M0.35%
Mbx Biosciences, Inc.62,000US$3.42M0.32%
Vericel Corporation70,000US$3.11M0.29%
Veeva Systems Inc.17,300US$3.07M0.29%
Bicara Therapeutics Inc.88,150US$2.62M0.25%
Ocular Therapeutix, Inc.225KUS$2.21M0.21%
Stoke Therapeutics, Inc.64,500US$2.11M0.20%
Xenon Pharmaceuticals Inc.33,250US$2.01M0.19%
Doximity, Inc.76,107US$1.58M0.15%
Privia Health Group, Inc.50,000US$1.29M0.12%
Minimed Group, Inc.55,000US$822K0.08%
Alphatec Holdings, Inc.85,000US$735K0.07%
Agilon Health, Inc.5,000US$536K0.05%
10x Genomics, Inc.8,500US$326K0.03%
Tandem Diabetes Care, Inc.20,000US$302K0.03%
Tg Therapeutics, Inc.5,000US$275K0.03%
Apogee Therapeutics, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Compass Therapeutics, Inc.0US$00.00%
Esperion Therapeutics, Inc.0US$00.00%
Iqvia Holdings, Inc.0US$00.00%
Nuvalent, Inc.0US$00.00%
Adaptive Biotechnologies Corporation0US$00.00%

Source

View original at SEC

Related