Q3 2025 · 13F-HR
Rhenman & Partners Asset Management ABholdings as filed
Filed 2025-11-13 · accession 0001213900-25-109534
$903.7M
Reported value
92
Positions
2025-09-30
Period end
The Brief · Rhenman & Partners Asset Management AB · Q3 2025
AI · grounded in 13F
Rhenman & Partners Asset Management AB established a new position in BSX worth $42.8M. The fund also initiated new stakes in LLY for $40.8M and ABBV for $30.2M. Additional new positions include DHR at $26.7M and ALHC at $25.8M. The fund manages a total of 92 positions with $903.7M in assets under management.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $42.8M | 4.73% | 438,000 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $40.8M | 4.51% | 53,420 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $30.2M | 3.34% | 130,375 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $26.7M | 2.95% | 134,452 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $25.8M | 2.86% | 1,479,284 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $21.7M | 2.40% | 48,500 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTH GROUP INC | $21.6M | 2.39% | 62,530 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $21.0M | 2.32% | 172,800 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $20.9M | 2.31% | 277,362 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $20.5M | 2.27% | 26,600 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $20.3M | 2.25% | 36,100 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $20.3M | 2.24% | 310,000 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $19.5M | 2.16% | 205,000 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $19.5M | 2.16% | 62,375 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $19.0M | 2.11% | 348,000 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $19.0M | 2.10% | 131,885 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $18.8M | 2.08% | 230,000 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $18.4M | 2.03% | 46,955 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $17.9M | 1.98% | 58,000 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $16.2M | 1.80% | 237,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $16.1M | 1.78% | 114,717 | Common | SOLE |
| 29261A100 | EHC | ENCOMPASS HEALTH CORP | $15.2M | 1.68% | 119,400 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $14.8M | 1.63% | 94,000 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $14.6M | 1.61% | 30,040 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $14.5M | 1.61% | 31,875 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $14.0M | 1.55% | 255,250 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $13.9M | 1.54% | 390,000 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $13.4M | 1.48% | 46,500 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $13.2M | 1.46% | 98,500 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $12.5M | 1.39% | 95,030 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $12.1M | 1.33% | 155,000 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $11.9M | 1.31% | 58,429 | Common | SOLE |
| 00973Y108 | AKRO | AKERO THERAPEUTICS INC | $10.9M | 1.21% | 230,600 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $10.4M | 1.15% | 83,000 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $10.1M | 1.12% | 186,650 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $9.9M | 1.10% | 136,000 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $9.1M | 1.01% | 258,500 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $8.9M | 0.98% | 80,150 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $8.8M | 0.98% | 574,000 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $8.4M | 0.93% | 18,250 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $7.7M | 0.85% | 55,000 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $7.7M | 0.85% | 772,000 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $7.4M | 0.82% | 495,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $7.3M | 0.80% | 22,500 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $6.8M | 0.76% | 173,627 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $6.3M | 0.69% | 165,000 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $6.1M | 0.67% | 170,000 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $5.9M | 0.65% | 250,000 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $5.7M | 0.63% | 216,288 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $5.6M | 0.62% | 1,250,763 | Common | SOLE |
| 03940C100 | ACLXGBX | ARCELLX INC | $5.4M | 0.59% | 65,250 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $5.3M | 0.58% | 232,250 | Common | SOLE |
| 70975L107 | PEN | PENUMBRA INC | $5.2M | 0.57% | 20,500 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $5.0M | 0.56% | 180,100 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $5.0M | 0.56% | 53,500 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $5.0M | 0.55% | 154,315 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $5.0M | 0.55% | 31,000 | Common | SOLE |
| 74276R102 | PRVA | PRIVIA HEALTH GROUP INC | $4.8M | 0.54% | 194,189 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $4.5M | 0.50% | 52,500 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $4.5M | 0.50% | 61,000 | Common | SOLE |
| 50127T109 | KURA | KURA ONCOLOGY IN | $4.3M | 0.48% | 490,000 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $4.1M | 0.46% | 56,255 | Common | SOLE |
| 750491102 | RDNT | RADNET INC | $3.8M | 0.42% | 50,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $3.8M | 0.42% | 130,000 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $3.7M | 0.41% | 19,500 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $3.7M | 0.41% | 117,000 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL INC | $3.6M | 0.40% | 119,400 | Common | SOLE |
| 09075V102 | BNTX | BIONTECH SE | $3.5M | 0.39% | 35,870 | Common | SOLE |
| 76243J105 | RYTM | RHYTHM PHARMACEUTICALS INC | $3.5M | 0.39% | 35,000 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $3.4M | 0.37% | 93,000 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $3.4M | 0.37% | 8,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $3.3M | 0.36% | 81,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $3.2M | 0.36% | 347,500 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $3.1M | 0.35% | 50,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $2.8M | 0.31% | 94,000 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $2.8M | 0.31% | 53,000 | Common | SOLE |
| 03589W102 | ANNX | ANNEXON INC | $2.5M | 0.28% | 823,000 | Common | SOLE |
| 913903100 | UHS | UNIVERSAL HLTH SVCS INC | $2.5M | 0.27% | 12,000 | Common | SOLE |
| 47103J105 | JANX | JANUX THERAPEUTICS INC | $2.4M | 0.27% | 100,127 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $2.4M | 0.27% | 460,000 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $2.4M | 0.26% | 1,097,827 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $2.4M | 0.26% | 202,000 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $2.1M | 0.23% | 11,750 | Common | SOLE |
| 98401F105 | XNCR | XENCOR INC | $1.9M | 0.22% | 165,750 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $1.8M | 0.20% | 60,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.5M | 0.16% | 207,000 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $1.5M | 0.16% | 100,000 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $1.3M | 0.15% | 51,000 | Common | SOLE |
| 450056106 | IRTC | IRHYTHM TECHNOLOGIES INC | $1.2M | 0.13% | 7,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.0M | 0.11% | 28,278 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $834,450 | 0.09% | 15,000 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $261,720 | 0.03% | 18,000 | 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.