Q1 2026 · 13F-HR
Rhenman & Partners Asset Management ABholdings as filed
Filed 2026-05-14 · accession 0001213900-26-056196
$810.5M
Reported value
86
Positions
2026-03-31
Period end
The Brief · Rhenman & Partners Asset Management AB · Q1 2026
AI · grounded in 13F
Rhenman & Partners Asset Management AB closed its position in Vera Therapeutics Inc VERA, reducing its exposure by $21.3M. The fund established new positions in Stryker Corporation SYK for $15.7M, Veeva Sys Inc VEEV for $15M, and Abbott Laboratories ABT for $11.5M. Additionally, the manager trimmed holdings in Cooper Cos Inc COO and Danaher Corporation DHR, reducing share counts by 84.7% and 81.8% respectively.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $39.2M | 4.84% | 625,000 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $37.2M | 4.59% | 48,100 | Common | SOLE |
| 532457108 | LLY | LILLY ELI & CO | $31.0M | 3.83% | 33,715 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $26.1M | 3.22% | 159,760 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $24.2M | 2.98% | 336,500 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $23.4M | 2.88% | 167,750 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $20.3M | 2.51% | 41,340 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $20.0M | 2.47% | 109,100 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $19.4M | 2.40% | 43,485 | Common | SOLE |
| 01625V104 | ALHC | ALIGNMENT HEALTHCARE INC | $18.6M | 2.29% | 1,053,450 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $17.0M | 2.10% | 36,846 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $16.5M | 2.03% | 52,375 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $15.7M | 1.94% | 47,800 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $15.6M | 1.92% | 71,575 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $15.0M | 1.85% | 85,300 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $14.6M | 1.80% | 16,850 | Common | SOLE |
| G50871105 | JAZZ | JAZZ PHARMACEUTICALS PLC | $14.3M | 1.77% | 75,890 | Common | SOLE |
| 40131M109 | GH | GUARDANT HEALTH INC | $13.4M | 1.65% | 145,000 | Common | SOLE |
| 64125C109 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.3M | 1.64% | 100,841 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $13.1M | 1.61% | 163,000 | Common | SOLE |
| 558868105 | MDGL | MADRIGAL PHARMACEUTICALS INC | $12.6M | 1.55% | 24,050 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTH GROUP INC | $12.3M | 1.52% | 45,500 | Common | SOLE |
| 74276L105 | PRCT | PROCEPT BIOROBOTICS CORP | $11.9M | 1.47% | 475,000 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $11.7M | 1.44% | 207,000 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $11.5M | 1.42% | 112,000 | Common | SOLE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $11.4M | 1.41% | 34,465 | Common | SOLE |
| G7709Q104 | RPRX | ROYALTY PHARMA PLC | $11.2M | 1.38% | 233,000 | Common | SOLE |
| 05464T104 | AXSM | AXSOME THERAPEUTICS INC | $10.8M | 1.33% | 63,800 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $10.3M | 1.27% | 51,600 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $10.2M | 1.26% | 54,000 | Common | SOLE |
| 00650F109 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $10.0M | 1.23% | 720,000 | Common | SOLE |
| G5509L101 | LIVN | LIVANOVA PLC | $9.9M | 1.22% | 155,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $9.5M | 1.17% | 32,300 | Common | SOLE |
| 04280A100 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $9.1M | 1.12% | 144,500 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $9.0M | 1.12% | 84,000 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $9.0M | 1.12% | 53,000 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $8.9M | 1.09% | 379,250 | Common | SOLE |
| 604749101 | MIRM | MIRUM PHARMACEUTICALS INC | $8.6M | 1.06% | 92,605 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA Biosciences Inc | $8.5M | 1.05% | 255,500 | Common | SOLE |
| 70805E109 | PNTG | PENNANT GROUP INC | $8.4M | 1.04% | 275,399 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $8.3M | 1.03% | 81,200 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $8.3M | 1.02% | 342,566 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $8.0M | 0.99% | 1,438,625 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $7.8M | 0.96% | 90,000 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $7.6M | 0.93% | 660,000 | Common | SOLE |
| 462260100 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $7.2M | 0.89% | 2,055,327 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $7.1M | 0.88% | 263,071 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $7.0M | 0.86% | 92,900 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $6.9M | 0.85% | 81,627 | Common | SOLE |
| 10806X102 | BBIO | BRIDGEBIO PHARMA INC | $6.7M | 0.83% | 90,600 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $6.3M | 0.78% | 75,000 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $6.2M | 0.76% | 128,100 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $5.7M | 0.70% | 27,000 | Common | SOLE |
| 29261A100 | EHC | ENCOMPASS HEALTH CORP | $5.4M | 0.67% | 56,263 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $5.3M | 0.66% | 15,200 | Common | SOLE |
| 92686J106 | VKTX | VIKING THERAPEUTICS INC | $5.2M | 0.64% | 160,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $4.9M | 0.60% | 313,500 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $4.7M | 0.58% | 133,250 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $4.5M | 0.55% | 26,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $4.5M | 0.55% | 239,500 | Common | SOLE |
| 501147102 | KRYS | KRYSTAL BIOTECH INC | $4.3M | 0.53% | 16,675 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $4.3M | 0.53% | 183,808 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $4.2M | 0.52% | 59,000 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $3.8M | 0.47% | 199,000 | Common | SOLE |
| T9224W109 | STVN | STEVANATO GROUP S P A | $3.8M | 0.47% | 274,676 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $3.6M | 0.44% | 360,000 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $3.6M | 0.44% | 50,000 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $3.5M | 0.43% | 87,500 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $3.4M | 0.42% | 15,000 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $3.4M | 0.42% | 18,052 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $2.9M | 0.36% | 14,000 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $2.8M | 0.35% | 25,000 | Common | SOLE |
| 86150R107 | STOK | STOKE THERAPEUTICS INC | $2.7M | 0.33% | 83,000 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $2.7M | 0.33% | 985,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $2.6M | 0.32% | 85,724 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $2.6M | 0.32% | 305,000 | Common | SOLE |
| G8473T100 | STE | STERIS PLC | $2.5M | 0.31% | 11,500 | Common | SOLE |
| 92346J108 | VCEL | VERICEL CORP | $2.3M | 0.28% | 70,000 | Common | SOLE |
| 50127T109 | KURA | KURA ONCOLOGY IN | $2.2M | 0.27% | 271,500 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $2.1M | 0.26% | 8,000 | Common | SOLE |
| 10950A106 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $2.1M | 0.26% | 50,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $1.6M | 0.20% | 28,000 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $1.3M | 0.16% | 7,500 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $763,000 | 0.09% | 70,000 | Common | SOLE |
| 02081G201 | ATEC | ALPHATEC HLDGS INC | $761,600 | 0.09% | 70,000 | Common | SOLE |
| 20454B104 | CMPX | COMPASS THERAPEUTICS INC | $608,948 | 0.08% | 115,113 | 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.