Q1 2025 · 13F-HR
Rhenman & Partners Asset Management ABholdings as filed
Filed 2025-05-14 · accession 0001213900-25-042939
$870.0M
Reported value
94
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 91324P102 | UNH | UNITED HEALTH GROUP INC | $40.6M | 4.66% | 77,430 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $34.5M | 3.96% | 41,750 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $32.4M | 3.72% | 66,750 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $31.8M | 3.65% | 47,217 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $30.3M | 3.48% | 300,000 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $26.6M | 3.05% | 270,000 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $26.2M | 3.01% | 233,500 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $26.1M | 3.00% | 448,000 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $25.5M | 2.93% | 51,500 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $24.9M | 2.86% | 1,337,284 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $22.9M | 2.63% | 255,000 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $22.5M | 2.58% | 68,200 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $21.3M | 2.45% | 48,950 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $20.1M | 2.31% | 31,750 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $19.9M | 2.29% | 236,000 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $19.8M | 2.28% | 325,000 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $19.6M | 2.25% | 138,500 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $19.0M | 2.19% | 440,000 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $18.7M | 2.15% | 265,000 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $18.6M | 2.13% | 88,650 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $17.0M | 1.96% | 126,700 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $16.0M | 1.84% | 61,000 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $16.0M | 1.84% | 235,862 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $15.4M | 1.77% | 124,300 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $14.2M | 1.63% | 185,500 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $13.4M | 1.54% | 1,022,743 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $13.0M | 1.50% | 48,197 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $12.8M | 1.47% | 411,000 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $12.8M | 1.47% | 109,600 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $12.4M | 1.42% | 46,830 | Common | SOLE |
| 252131107 | DXCM | DEXCOM INC | $10.6M | 1.22% | 155,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $9.9M | 1.14% | 89,817 | Common | SOLE |
| 98956P102 | ZBH | ZIMMER BIOMET HOLDINGS INC | $9.9M | 1.14% | 87,250 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $9.3M | 1.07% | 28,200 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $9.0M | 1.03% | 32,375 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $8.6M | 0.99% | 41,952 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $7.6M | 0.88% | 126,000 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $7.3M | 0.84% | 565,000 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $7.0M | 0.80% | 177,500 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $6.9M | 0.79% | 52,000 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $6.8M | 0.78% | 49,500 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $6.6M | 0.76% | 41,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $6.3M | 0.72% | 12,640 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $5.8M | 0.67% | 16,778 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $5.3M | 0.61% | 433,000 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $4.7M | 0.54% | 1,290,000 | Common | SOLE |
| 03763A207 | ASTH | ASTRANA HEALTH INC | $4.7M | 0.53% | 150,000 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $4.4M | 0.51% | 70,000 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $4.4M | 0.50% | 19,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $4.2M | 0.48% | 104,250 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $3.9M | 0.45% | 22,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $3.8M | 0.44% | 141,627 | Common | SOLE |
| 29261A100 | EHC | ENCOMPASS HEALTH CORP | $3.8M | 0.44% | 37,400 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $3.7M | 0.43% | 92,500 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $3.7M | 0.43% | 52,500 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $3.3M | 0.38% | 73,755 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $3.3M | 0.37% | 35,750 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $3.2M | 0.37% | 17,750 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $3.1M | 0.36% | 74,500 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL INC | $3.0M | 0.34% | 82,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $3.0M | 0.34% | 249,336 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO. INC | $3.0M | 0.34% | 33,000 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $2.9M | 0.33% | 43,500 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $2.5M | 0.29% | 16,000 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $2.4M | 0.28% | 81,000 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $2.4M | 0.28% | 100,000 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $2.3M | 0.26% | 126,627 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP INC | $2.2M | 0.25% | 98,189 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $2.2M | 0.25% | 647,827 | Common | SOLE |
| 98401F105 | XNCR | XENCOR INC | $2.1M | 0.24% | 195,750 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $1.8M | 0.20% | 42,315 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.8M | 0.20% | 45,000 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $1.5M | 0.18% | 1,066,495 | Common | SOLE |
| 45782T105 | INMB | INMUNE BIO INC | $1.4M | 0.16% | 178,284 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $1.4M | 0.16% | 100,000 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $1.3M | 0.15% | 200,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $1.3M | 0.15% | 39,000 | Common | SOLE |
| 50127T109 | KURA | KURA ONCOLOGY IN | $1.3M | 0.15% | 195,000 | Common | SOLE |
| 04335A105 | ARVN | ARVINAS INC | $1.3M | 0.15% | 183,000 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $1.2M | 0.14% | 4,000 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $1.2M | 0.14% | 783,000 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $1.2M | 0.14% | 7,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $1.2M | 0.14% | 70,000 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $1.2M | 0.14% | 460,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $1.2M | 0.13% | 35,000 | Common | SOLE |
| 58506Q109 | MEDP | MEDPACE HLDGS INC | $1.2M | 0.13% | 3,800 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $887,800 | 0.10% | 460,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $839,008 | 0.10% | 28,278 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $775,259 | 0.09% | 47,826 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA BIOSCIENCES INC | $647,010 | 0.07% | 39,500 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $617,828 | 0.07% | 28,250 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $588,302 | 0.07% | 2,200 | Common | SOLE |
| 759916109 | RGEN | REPLIGEN CORP | $572,580 | 0.07% | 4,500 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $443,041 | 0.05% | 25,924 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.