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Rhenman & Partners Asset Management AB

Q2 2026 13F filing

Updated 28 days ago

99 disclosed positions worth $1.1B

Portfolio value
$1.1B
Total holdings
99
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

U
1.UNH

UNITED HEALTH GROUP INC

Value
$38.9M
Shares
93.6K
% Port
3.67%
C
2.CVS

CVS HEALTH CORP

Value
$28.9M
Shares
279.4K
% Port
2.73%
A
3.AZN

ASTRAZENECA PLC

Value
$28.5M
Shares
151.5K
% Port
2.69%
M
4.MRK

MERCK & CO INC

Value
$27.4M
Shares
213.5K
% Port
2.59%
L
5.LLY

LILLY ELI & CO

Value
$26.8M
Shares
22.3K
% Port
2.53%
A

ABBVIE INC

Value
$24.4M
Shares
96.8K
% Port
2.30%
A

ALIGNMENT HEALTHCARE INC

Value
$23.7M
Shares
997.1K
% Port
2.24%
E
8.EW

EDWARDS LIFESCIENCES CORP

Value
$23.5M
Shares
260.0K
% Port
2.22%
G

GILEAD SCIENCES INC

Value
$22.5M
Shares
178.3K
% Port
2.13%
J
10.JAZZ

JAZZ PHARMACEUTICALS PLC

Value
$21.1M
Shares
87.4K
% Port
1.99%
B
11.BIIB

BIOGEN INC

Value
$20.5M
Shares
94.8K
% Port
1.93%
S
12.SYK

STRYKER CORPORATION

Value
$20.5M
Shares
65.0K
% Port
1.93%
B
13.BSX

BOSTON SCIENTIFIC CORP

Value
$19.2M
Shares
450.5K
% Port
1.81%
J
14.JNJ

JOHNSON & JOHNSON

Value
$18.4M
Shares
72.5K
% Port
1.74%
G
15.GH

GUARDANT HEALTH INC

Value
$17.3M
Shares
115.0K
% Port
1.63%
R
16.REGN

REGENERON PHARMACEUTICALS

Value
$17.1M
Shares
27.4K
% Port
1.61%
G
17.GKOS

GLAUKOS CORP

Value
$16.6M
Shares
119.0K
% Port
1.57%
B
18.BMRN

BIOMARIN PHARMACEUTICAL INC

Value
$16.6M
Shares
290.5K
% Port
1.57%
N
19.NRIX

NURIX THERAPEUTICS INC

Value
$16.6M
Shares
684.3K
% Port
1.57%
N
20.NTRA

NATERA INC

Value
$16.6M
Shares
61.0K
% Port
1.56%
M
21.MIRM

MIRUM PHARMACEUTICALS INC

Value
$16.3M
Shares
139.2K
% Port
1.54%
I
22.INSM

INSMED INC

Value
$16.2M
Shares
152.0K
% Port
1.53%
T
23.THC

TENET HEALTHCARE CORP

Value
$15.9M
Shares
85.2K
% Port
1.50%
T
24.TMO

THERMO FISHER SCIENTIFIC INC

Value
$15.8M
Shares
31.6K
% Port
1.49%
C
25.CNC

CENTENE CORP DEL

Value
$15.7M
Shares
244.0K
% Port
1.48%
A
26.AXSM

AXSOME THERAPEUTICS INC.

Value
$15.4M
Shares
63.0K
% Port
1.46%
D
27.DHR

DANAHER CORPORATION

Value
$15.3M
Shares
80.3K
% Port
1.44%
V
28.VRTX

VERTEX PHARMACEUTICALS INC

Value
$15.2M
Shares
30.7K
% Port
1.44%
A
29.AVR

ANTERIS TECHNOLOGIES GLOBAL

Value
$15.2M
Shares
1.54M
% Port
1.43%
N
30.NBIX

NEUROCRINE BIOSCIENCES INC

Value
$14.5M
Shares
85.8K
% Port
1.37%
P
31.PNTG

PENNANT GROUP INC

Value
$13.7M
Shares
371.5K
% Port
1.30%
I
32.ISRG

INTUITIVE SURGICAL INC

Value
$13.7M
Shares
34.5K
% Port
1.29%
E
33.ELV

ELEVANCE HEALTH INC

Value
$13.5M
Shares
34.9K
% Port
1.27%
L
34.LIVN

LIVANOVA PLC

Value
$13.5M
Shares
164.0K
% Port
1.27%
C
35.COR

CENCORA INC

Value
$13.2M
Shares
46.8K
% Port
1.25%
C
36.CRL

CHARLES RIV LABS INTL INC

Value
$13M
Shares
57.2K
% Port
1.22%
I
37.IDYA

IDEAYA Biosciences Inc

Value
$12.8M
Shares
343.8K
% Port
1.21%
M
38.MCK

MCKESSON CORP

Value
$12.5M
Shares
16.6K
% Port
1.18%
S
39.SNDX

SYNDAX PHARMACEUTICALS INC

Value
$12.2M
Shares
560.3K
% Port
1.16%
B

BRIGHTSPRING HEALTH SVCS INC

Value
$11.6M
Shares
165.9K
% Port
1.09%
M
41.MDT

MEDTRONIC PLC

Value
$11.3M
Shares
145.0K
% Port
1.07%
M
42.MLYS

MINERALYS THERAPEUTICS INC

Value
$11.2M
Shares
416.4K
% Port
1.06%
O
43.OSCR

OSCAR HEALTH INC

Value
$11.2M
Shares
392.0K
% Port
1.06%
R
44.RPRX

ROYALTY PHARMA PLC

Value
$11M
Shares
197.0K
% Port
1.04%
D
45.DXCM

DEXCOM INC

Value
$10.8M
Shares
160.0K
% Port
1.02%
A
46.ALGN

ALIGN TECHNOLOGY INC

Value
$10.6M
Shares
63.0K
% Port
1.00%
S
47.SYRE

SPYRE THERAPEUTICS INC

Value
$10.6M
Shares
119.3K
% Port
1.00%
R
48.RLAY

RELAY THERAPEUTICS INC

Value
$10.6M
Shares
566.0K
% Port
1.00%
A
49.ARWR

ARROWHEAD PHARMACEUTICALS IN

Value
$10.4M
Shares
128.0K
% Port
0.98%
A
50.A

AGILENT TECHNOLOGIES INC

Value
$10M
Shares
75.0K
% Port
0.94%