Rhenman & Partners Asset Management AB

Stockholm, V7 · CIK 1599882 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityRhenman & Partners Asset Management AB (SE)

Others nearbyStockholm

$1.1bn reported value +30.7% vs Q1 2026

99positions

25.1%in top 10

21 new 41 added 34 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	UNITEDHEALTH GROUP INC COM UNH	UNH	93,600	$38.9m3.67%	3.67%	Added +48.1k	+48,100 105.7%
2	CVS HEALTH CORP COM CVS	CVS	279,374	$28.9m2.73%	2.73%	Reduced -57.1k	-57,126 -17.0%
3	ASTRAZENECA PLC ORD AZN	AZN	151,500	$28.5m2.69%	2.69%	New
4	MERCK & CO INC COM MRK	MRK	213,500	$27.4m2.59%	2.59%	New
5	ELI LILLY & CO COM LLY	LLY	22,315	$26.8m2.53%	2.53%	Reduced -11.4k	-11,400 -33.8%
6	ABBVIE INC COM ABBV	ABBV	96,775	$24.4m2.30%	2.30%	Added +25.2k	+25,200 35.2%
7	ALIGNMENT HEALTHCARE INC COM ALHC	ALHC	997,083	$23.7m2.24%	2.24%	Reduced -56.4k	-56,367 -5.3%
8	EDWARDS LIFESCIENCES CORP COM EW	EW	260,000	$23.5m2.22%	2.22%	Added +97.0k	+97,000 59.5%
9	GILEAD SCIENCES INC COM GILD	GILD	178,250	$22.5m2.13%	2.13%	Added +10.5k	+10,500 6.3%
10	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	87,440	$21.1m1.99%	1.99%	Added +11.6k	+11,550 15.2%
11	BIOGEN INC COM BIIB	BIIB	94,850	$20.5m1.93%	1.93%	Reduced -14.2k	-14,250 -13.1%
12	STRYKER CORPORATION COM SYK	SYK	65,000	$20.5m1.93%	1.93%	Added +17.2k	+17,200 36.0%
13	BOSTON SCIENTIFIC CORP COM BSX	BSX	450,500	$19.2m1.81%	1.81%	Reduced -174.5k	-174,500 -27.9%
14	JOHNSON & JOHNSON COM JNJ	JNJ	72,500	$18.4m1.74%	1.74%	New
15	GUARDANT HEALTH INC COM GH	GH	115,000	$17.3m1.63%	1.63%	Reduced -30.0k	-30,000 -20.7%
16	REGENERON PHARMACEUTICALS COM REGN	REGN	27,390	$17.1m1.61%	1.61%	Reduced -20.7k	-20,710 -43.1%
17	GLAUKOS CORP COM GKOS	GKOS	119,000	$16.6m1.57%	1.57%	Added +35.0k	+35,000 41.7%
18	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	290,500	$16.6m1.57%	1.57%	Added +83.5k	+83,500 40.3%
19	NURIX THERAPEUTICS INC COM NRIX	NRIX	684,250	$16.6m1.57%	1.57%	Added +370.8k	+370,750 118.3%
20	NATERA INC COM NTRA	NTRA	61,050	$16.6m1.56%	1.56%	Added +9.4k	+9,450 18.3%
21	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	139,205	$16.3m1.54%	1.54%	Added +46.6k	+46,600 50.3%
22	INSMED INC COM PAR $.01 INSM	INSM	151,960	$16.2m1.53%	1.53%	Reduced -7.8k	-7,800 -4.9%
23	TENET HEALTHCARE CORP COM NEW THC	THC	85,200	$15.9m1.50%	1.50%	Added +31.2k	+31,200 57.8%
24	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	31,580	$15.8m1.49%	1.49%	Reduced -9.8k	-9,760 -23.6%
25	CENTENE CORP DEL COM CNC	CNC	244,000	$15.7m1.48%	1.48%	New
26	AXSOME THERAPEUTICS INC COM AXSM	AXSM	63,050	$15.4m1.46%	1.46%	Reduced -750	-750 -1.2%
27	DANAHER CORPORATION COM DHR	DHR	80,252	$15.3m1.44%	1.44%	Added +62.2k	+62,200 344.6%
28	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	30,685	$15.2m1.44%	1.44%	Reduced -12.8k	-12,800 -29.4%
29	ANTERIS TECHNOLOGIES GLOBAL COM AVR	AVR	1,538,625	$15.2m1.43%	1.43%	Added +100.0k	+100,000 7.0%
30	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	85,841	$14.5m1.37%	1.37%	Reduced -15.0k	-15,000 -14.9%
31	PENNANT GROUP INC COM PNTG	PNTG	371,471	$13.7m1.30%	1.30%	Added +96.1k	+96,072 34.9%
32	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	34,500	$13.7m1.30%	1.30%	Reduced -2.3k	-2,346 -6.4%
33	ELEVANCE HEALTH INC COM ELV	ELV	34,900	$13.5m1.27%	1.27%	Added +2.6k	+2,600 8.1%
34	LIVANOVA PLC SHS LIVN	LIVN	164,000	$13.5m1.27%	1.27%	Added +9.0k	+9,000 5.8%
35	CENCORA INC COM COR	COR	46,778	$13.2m1.25%	1.25%	Reduced -5.6k	-5,597 -10.7%
36	CHARLES RIV LABS INTL INC COM CRL	CRL	57,200	$13.0m1.22%	1.22%	Added +31.2k	+31,200 120.0%
37	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	343,800	$12.8m1.21%	1.21%	Added +88.3k	+88,300 34.6%
38	MCKESSON CORP COM MCK	MCK	16,550	$12.5m1.18%	1.18%	Reduced -300	-300 -1.8%
39	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	560,250	$12.2m1.16%	1.16%	Added +181.0k	+181,000 47.7%
40	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	165,896	$11.6m1.09%	1.09%	Added +115.9k	+115,896 231.8%
41	MEDTRONIC PLC SHS MDT	MDT	145,000	$11.3m1.07%	1.07%	Added +55.0k	+55,000 61.1%
42	MINERALYS THERAPEUTICS INC COM MLYS	MLYS	416,371	$11.2m1.06%	1.06%	Added +153.3k	+153,300 58.3%
43	OSCAR HEALTH INC CL A OSCR	OSCR	392,000	$11.2m1.06%	1.06%	Reduced -268.0k	-268,000 -40.6%
44	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	197,000	$11.0m1.04%	1.04%	Reduced -36.0k	-36,000 -15.4%
45	DEXCOM INC COM DXCM	DXCM	160,000	$10.8m1.02%	1.02%	New
46	ALIGN TECHNOLOGY INC COM ALGN	ALGN	63,000	$10.6m1.00%	1.00%	Added +55.5k	+55,500 740.0%
47	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	119,300	$10.6m1.00%	1.00%	New
48	RELAY THERAPEUTICS INC COM RLAY	RLAY	566,000	$10.6m1.00%	1.00%	Added +206.0k	+206,000 57.2%
49	ARROWHEAD PHARMACEUTICALS IN COM ARWR	ARWR	128,000	$10.4m0.98%	0.98%	Reduced -16.5k	-16,500 -11.4%
50	AGILENT TECHNOLOGIES INC COM A	A	75,000	$10.0m0.94%	0.94%	Added +50.0k	+50,000 200.0%
51	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	141,250	$9.9m0.93%	0.93%	Added +82.2k	+82,250 139.4%
52	ALKERMES PLC SHS ALKS	ALKS	185,250	$9.7m0.92%	0.92%	Added +52.0k	+52,000 39.0%
53	ABBOTT LABS COM ABT	ABT	96,000	$8.7m0.82%	0.82%	Reduced -16.0k	-16,000 -14.3%
54	DIANTHUS THERAPEUTICS INC COM DNTH	DNTH	86,127	$8.4m0.79%	0.79%	Added +4.5k	+4,500 5.5%
55	PROCEPT BIOROBOTICS CORP COM PRCT	PRCT	345,000	$7.8m0.74%	0.74%	Reduced -130.0k	-130,000 -27.4%
56	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	145,100	$7.8m0.74%	0.74%	Added +17.0k	+17,000 13.3%
57	ORUKA THERAPEUTICS INC COM ORKA	ORKA	80,000	$7.6m0.72%	0.72%	New
58	ENCOMPASS HEALTH CORP COM EHC	EHC	74,263	$7.5m0.71%	0.71%	Added +18.0k	+18,000 32.0%
59	MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD MLTX	MLTX	384,800	$7.5m0.71%	0.71%	Added +145.3k	+145,300 60.7%
60	IOVANCE BIOTHERAPEUTICS INC COM IOVA	IOVA	1,705,327	$7.1m0.67%	0.67%	Reduced -350.0k	-350,000 -17.0%
61	BRIDGEBIO PHARMA INC COM BBIO	BBIO	91,100	$6.8m0.64%	0.64%	Added +500	+500 0.6%
62	KURA ONCOLOGY INC COM KURA	KURA	591,500	$6.5m0.61%	0.61%	Added +320.0k	+320,000 117.9%
63	INSULET CORP COM PODD	PODD	42,000	$6.4m0.60%	0.60%	Added +28.0k	+28,000 200.0%
64	ERASCA INC COM ERAS	ERAS	349,000	$6.4m0.60%	0.60%	New
65	KRYSTAL BIOTECH INC COM KRYS	KRYS	16,325	$6.1m0.57%	0.57%	Reduced -350	-350 -2.1%
66	STEVANATO GROUP S P A ORD SHS STVN	STVN	305,972	$5.5m0.52%	0.52%	Added +31.3k	+31,296 11.4%
67	ASTRANA HEALTH INC COM NEW ASTH	ASTH	118,888	$5.5m0.52%	0.52%	New
68	CARDINAL HEALTH INC COM CAH	CAH	22,500	$5.3m0.50%	0.50%	Reduced -4.5k	-4,500 -16.7%
69	ALNYLAM PHARMACEUTICALS INC COM ALNY	ALNY	17,200	$5.2m0.49%	0.49%	Reduced -17.3k	-17,265 -50.1%
70	MOLINA HEALTHCARE INC COM MOH	MOH	21,857	$5.0m0.47%	0.47%	New
71	VIKING THERAPEUTICS INC COM VKTX	VKTX	128,000	$5.0m0.47%	0.47%	Reduced -32.0k	-32,000 -20.0%
72	THE CIGNA GROUP COM CI	CI	17,400	$4.8m0.45%	0.45%	Added +9.4k	+9,400 117.5%
73	IONIS PHARMACEUTICALS INC COM IONS	IONS	59,900	$4.7m0.45%	0.45%	Reduced -33.0k	-33,000 -35.5%
74	AMN HEALTHCARE SVCS INC COM AMN	AMN	144,466	$4.7m0.44%	0.44%	New
75	DENALI THERAPEUTICS INC COM DNLI	DNLI	179,000	$4.6m0.43%	0.43%	Reduced -20.0k	-20,000 -10.1%
76	MEDPACE HLDGS INC COM MEDP	MEDP	8,500	$4.5m0.42%	0.42%	New
77	MADRIGAL PHARMACEUTICALS INC COM MDGL	MDGL	8,050	$4.3m0.41%	0.41%	Reduced -16.0k	-16,000 -66.5%
78	AMGEN INC COM AMGN	AMGN	11,900	$4.3m0.41%	0.41%	Reduced -3.3k	-3,300 -21.7%
79	SIONNA THERAPEUTICS INC COM SION	SION	97,100	$4.3m0.40%	0.40%	Added +9.6k	+9,600 11.0%
80	ASCENDIS PHARMA A/S ORD SHS ASND	ASND	15,000	$4.0m0.38%	0.38%	New
81	COOPER COS INC COM COO	COO	54,000	$3.9m0.37%	0.37%	Added +4.0k	+4,000 8.0%
82	WAYSTAR HLDG CORP COM WAY	WAY	178,566	$3.7m0.35%	0.35%	Reduced -164.0k	-164,000 -47.9%
83	MBX BIOSCIENCES INC COM MBX	MBX	62,000	$3.4m0.32%	0.32%	New
84	VERICEL CORP COM VCEL	VCEL	70,000	$3.1m0.29%	0.29%	Unchanged
85	VEEVA SYS INC CL A COM VEEV	VEEV	17,300	$3.1m0.29%	0.29%	Reduced -68.0k	-68,000 -79.7%
86	BICARA THERAPEUTICS INC COM BCAX	BCAX	88,150	$2.6m0.25%	0.25%	New
87	STERIS PLC SHS USD STE	STE	11,500	$2.4m0.23%	0.23%	Unchanged
88	OCULAR THERAPEUTIX INC COM OCUL	OCUL	225,000	$2.2m0.21%	0.21%	Reduced -80.0k	-80,000 -26.2%
89	STOKE THERAPEUTICS INC COM STOK	STOK	64,500	$2.1m0.20%	0.20%	Reduced -18.5k	-18,500 -22.3%
90	XENON PHARMACEUTICALS INC COM XENE	XENE	33,250	$2.0m0.19%	0.19%	Added +5.2k	+5,250 18.8%
91	DOXIMITY INC CL A DOCS	DOCS	76,107	$1.6m0.15%	0.15%	Reduced -107.7k	-107,701 -58.6%
92	PRIVIA HEALTH GROUP INC COM PRVA	PRVA	50,000	$1.3m0.12%	0.12%	New
93	NOVOCURE LTD ORD SHS NVCR	NVCR	70,000	$1.1m0.10%	0.10%	Unchanged
94	MINIMED GROUP INC COM MMED	MMED	55,000	$822.2k0.08%	0.08%	New
95	ALPHATEC HLDGS INC COM NEW ATEC	ATEC	85,000	$735.2k0.07%	0.07%	Added +15.0k	+15,000 21.4%
96	AGILON HEALTH INC COM NEW AGL	AGL	5,000	$535.9k0.05%	0.05%	New
97	10X GENOMICS INC CL A COM TXG	TXG	8,500	$325.9k0.03%	0.03%	New
98	TANDEM DIABETES CARE INC COM NEW TNDM	TNDM	20,000	$301.8k0.03%	0.03%	New
99	TG THERAPEUTICS INC COM TGTX	TGTX	5,000	$274.7k0.03%	0.03%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADAPTIVE BIOTECHNOLOGIES COR ADPT	ADPT	720,000	$10.0m720.0k shares
IQVIA HLDGS INC IQV	IQV	53,000	$9.0m53.0k shares
NUVALENT INC		81,200	$8.3m81.2k shares
APOGEE THERAPEUTICS INC		75,000	$6.3m75.0k shares
ASCENDIS PHARMA A/S		15,000	$3.4m15.0k shares
ESPERION THERAPEUTICS INC NE ESPR	ESPR	985,000	$2.7m985.0k shares
IMMUNOCORE HLDGS PLC IMCR	IMCR	85,724	$2.6m85.7k shares
COMPASS THERAPEUTICS INC CMPX	CMPX	115,113	$608.9k115.1k shares