Institutional
Rhenman & Partners Asset Management AB
CIK 0001599882
$810.5M
Reported AUM
86
Positions
Q1 2026
Period
2026-05-14
Filed
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.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | $48.55 | -0.61% | -52.44% | 6.47% | $39.2M | 4.84% | +193,793 | +44.9% |
| 2 | REGN | REGENERON PHARMACEUTICALS | $635.45 | 1.07% | 29.54% | 11.50% | $37.2M | 4.59% | −13,300 | −21.7% |
| 3 | LLY | LILLY ELI & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $31.0M | 3.83% | −8,505 | −20.1% |
| 4 | INSM | INSMED INC | $94.22 | -10.20% | 27.98% | 283.01% | $26.1M | 3.22% | +46,175 | +40.7% |
| 5 | CVS | CVS HEALTH CORP | $95.93 | 1.17% | 56.40% | 37.47% | $24.2M | 2.98% | +1,000 | +0.3% |
| 6 | GILD | GILEAD SCIENCES INC | $129.16 | -0.02% | 17.90% | 125.52% | $23.4M | 2.88% | +41,600 | +33.0% |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $472.80 | -1.91% | 18.07% | -11.30% | $20.3M | 2.51% | +7,700 | +22.9% |
| 8 | BIIB | BIOGEN INC | $195.34 | -0.57% | 46.73% | -40.21% | $20.0M | 2.47% | +16,750 | +18.1% |
| 9 | VRTX | VERTEX PHARMACEUTICALS INC | $446.83 | 1.15% | -0.81% | 121.66% | $19.4M | 2.40% | +9,230 | +26.9% |
| 10 | ALHC | ALIGNMENT HEALTHCARE INC | $15.37 | 1.99% | 0.99% | -26.21% | $18.6M | 2.29% | +44,000 | +4.4% |
| 11 | ISRG | INTUITIVE SURGICAL INC | $422.06 | 0.77% | -24.24% | 27.71% | $17.0M | 2.10% | −11,154 | −23.2% |
| 12 | COR | CENCORA INC | $275.04 | 1.75% | -4.09% | 142.19% | $16.5M | 2.03% | −11,000 | −17.4% |
| 13 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | -19.61% | 18.51% | $15.7M | 1.94% | +47,800 | NEW |
| 14 | ABBV | ABBVIE INC | $227.23 | 1.02% | 23.60% | 135.68% | $15.6M | 1.92% | −39,000 | −35.3% |
| 15 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $15.0M | 1.85% | +85,300 | NEW |
| 16 | MCK | MCKESSON CORP | $775.66 | 2.47% | 9.36% | 290.98% | $14.6M | 1.80% | −8,750 | −34.2% |
| 17 | JAZZ | JAZZ PHARMACEUTICALS PLC | $238.57 | -0.62% | 114.68% | 40.73% | $14.3M | 1.77% | +1,860 | +2.5% |
| 18 | GH | GUARDANT HEALTH INC | $125.61 | -5.60% | 161.36% | 14.40% | $13.4M | 1.65% | +65,000 | +81.3% |
| 19 | NBIX | NEUROCRINE BIOSCIENCES INC | $163.88 | -2.07% | 30.70% | 75.82% | $13.3M | 1.64% | −24,650 | −19.6% |
| 20 | EW | EDWARDS LIFESCIENCES CORP | $85.96 | -1.70% | 10.89% | -23.43% | $13.1M | 1.61% | −30,500 | −15.8% |
| 21 | MDGL | MADRIGAL PHARMACEUTICALS INC | $486.98 | -1.19% | 75.03% | 457.70% | $12.6M | 1.55% | +4,500 | +23.0% |
| 22 | UNH | UNITED HEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $12.3M | 1.52% | −9,400 | −17.1% |
| 23 | PRCT | PROCEPT BIOROBOTICS CORP | $27.83 | 3.07% | -55.76% | -34.87% | $11.9M | 1.47% | −136,000 | −22.3% |
| 24 | BMRN | BIOMARIN PHARMACEUTICAL INC | $56.77 | 0.53% | 0.21% | -26.01% | $11.7M | 1.44% | −8,000 | −3.7% |
| 25 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | -30.43% | -17.31% | $11.5M | 1.42% | +112,000 | NEW |
| 26 | ALNY | ALNYLAM PHARMACEUTICALS INC | $303.05 | -0.19% | 0.74% | 69.36% | $11.4M | 1.41% | −11,210 | −24.5% |
| 27 | RPRX | ROYALTY PHARMA PLC | $55.87 | 1.54% | 68.94% | 64.45% | $11.2M | 1.38% | +26,500 | +12.8% |
| 28 | AXSM | AXSOME THERAPEUTICS INC | $232.32 | 0.36% | 107.60% | 378.12% | $10.8M | 1.33% | −51,000 | −44.4% |
| 29 | NTRA | NATERA INC | $215.31 | -3.06% | 31.48% | 88.01% | $10.3M | 1.27% | +11,100 | +27.4% |
| 30 | THC | TENET HEALTHCARE CORP | $162.06 | 0.43% | -5.48% | 125.58% | $10.2M | 1.26% | −22,504 | −29.4% |
| 31 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $16.90 | -6.53% | — | — | $10.0M | 1.23% | +115,000 | +19.0% |
| 32 | LIVN | LIVANOVA PLC | $72.36 | -1.84% | — | — | $9.9M | 1.22% | −35,000 | −18.4% |
| 33 | ELV | ELEVANCE HEALTH INC | $415.53 | 1.49% | — | — | $9.5M | 1.17% | +17,300 | +115.3% |
| 34 | ARWR | ARROWHEAD PHARMACEUTICALS IN | $73.09 | -2.75% | — | — | $9.1M | 1.12% | — | HELD |
| 35 | GKOS | GLAUKOS CORP | $125.00 | 2.72% | — | — | $9.0M | 1.12% | −126,000 | −60.0% |
| 36 | IQV | IQVIA HLDGS INC | $183.45 | -1.84% | — | — | $9.0M | 1.12% | +26,500 | +100.0% |
| 37 | SNDX | SYNDAX PHARMACEUTICALS INC | $17.34 | -3.77% | — | — | $8.9M | 1.09% | −107,750 | −22.1% |
| 38 | MIRM | MIRUM PHARMACEUTICALS INC | $93.48 | 1.07% | — | — | $8.6M | 1.06% | −13,650 | −12.8% |
| 39 | IDYA | IDEAYA Biosciences Inc | $28.29 | -3.18% | — | — | $8.5M | 1.05% | +5,500 | +2.2% |
| 40 | PNTG | PENNANT GROUP INC | $31.71 | 5.28% | — | — | $8.4M | 1.04% | −81,947 | −22.9% |
| 41 | NUVL | NUVALENT INC | $90.95 | -3.27% | — | — | $8.3M | 1.03% | −82,150 | −50.3% |
| 42 | WAY | WAYSTAR HLDG CORP | $20.00 | -1.09% | — | — | $8.3M | 1.02% | +342,566 | NEW |
| 43 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $9.64 | -0.10% | — | — | $8.0M | 0.99% | +200,000 | +16.1% |
| 44 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | — | — | $7.8M | 0.96% | −206,000 | −69.6% |
| 45 | OSCR | OSCAR HEALTH INC | $24.51 | 3.86% | — | — | $7.6M | 0.93% | +400,000 | +153.8% |
| 46 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.23 | -3.42% | — | — | $7.2M | 0.89% | +460,000 | +28.8% |
| 47 | MLYS | MINERALYS THERAPEUTICS INC | $23.69 | -5.43% | — | — | $7.1M | 0.88% | +120,500 | +84.5% |
| 48 | IONS | IONIS PHARMACEUTICALS INC | $74.48 | -0.87% | — | — | $7.0M | 0.86% | −65,600 | −41.4% |
| 49 | DNTH | DIANTHUS THERAPEUTICS INC | $80.51 | -4.30% | — | — | $6.9M | 0.85% | −17,000 | −17.2% |
| 50 | BBIO | BRIDGEBIO PHARMA INC | $67.61 | 0.42% | — | — | $6.7M | 0.83% | +9,000 | +11.0% |
| 51 | APGE | APOGEE THERAPEUTICS INC | $86.92 | -4.38% | — | — | $6.3M | 0.78% | +75,000 | NEW |
| 52 | GPCR | STRUCTURE THERAPEUTICS INC | $37.58 | -3.79% | — | — | $6.2M | 0.76% | −19,500 | −13.2% |
| 53 | CAH | CARDINAL HEALTH INC | $205.71 | 1.97% | — | — | $5.7M | 0.70% | +27,000 | NEW |
| 54 | EHC | ENCOMPASS HEALTH CORP | $104.01 | 4.18% | — | — | $5.4M | 0.67% | −90,000 | −61.5% |
| 55 | AMGN | AMGEN INC | $349.58 | 1.15% | — | — | $5.3M | 0.66% | −20,800 | −57.8% |
| 56 | VKTX | VIKING THERAPEUTICS INC | $28.45 | -4.47% | — | — | $5.2M | 0.64% | +77,000 | +92.8% |
| 57 | NRIX | NURIX THERAPEUTICS INC | $14.64 | -4.19% | — | — | $4.9M | 0.60% | −224,000 | −41.7% |
| 58 | ALKS | ALKERMES PLC | $42.80 | -1.34% | — | — | $4.7M | 0.58% | — | HELD |
| 59 | CRL | CHARLES RIV LABS INTL INC | $181.34 | -2.40% | — | — | $4.5M | 0.55% | +4,000 | +18.2% |
| 60 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $17.90 | -4.38% | — | — | $4.5M | 0.55% | −124,500 | −34.2% |
| 61 | KRYS | KRYSTAL BIOTECH INC | $301.00 | -2.21% | — | — | $4.3M | 0.53% | −8,325 | −33.3% |
| 62 | DOCS | DOXIMITY INC | $20.59 | -0.53% | — | — | $4.3M | 0.53% | −188,942 | −50.7% |
| 63 | NKTR | NEKTAR THERAPEUTICS | $57.32 | -3.36% | — | — | $4.2M | 0.52% | +59,000 | NEW |
| 64 | DNLI | DENALI THERAPEUTICS INC | $19.52 | -3.08% | — | — | $3.8M | 0.47% | +99,000 | +99.0% |
| 65 | STVN | STEVANATO GROUP S P A | $18.46 | -0.27% | — | — | $3.8M | 0.47% | +127,651 | +86.8% |
| 66 | RLAY | RELAY THERAPEUTICS INC | $13.52 | -7.02% | — | — | $3.6M | 0.44% | −100,000 | −21.7% |
| 67 | COO | COOPER COS INC | $67.34 | 8.58% | — | — | $3.6M | 0.44% | −277,500 | −84.7% |
| 68 | SION | SIONNA THERAPEUTICS INC | $35.37 | -6.38% | — | — | $3.5M | 0.43% | +87,500 | NEW |
| 69 | ASNDUSD | ASCENDIS PHARMA A/S | — | — | — | — | $3.4M | 0.42% | — | HELD |
| 70 | DHR | DANAHER CORPORATION | $184.30 | -1.25% | — | — | $3.4M | 0.42% | −81,000 | −81.8% |
| 71 | PODD | INSULET CORP | $153.22 | 4.65% | — | — | $2.9M | 0.36% | −47,000 | −77.0% |
| 72 | A | AGILENT TECHNOLOGIES INC | $135.44 | -2.12% | — | — | $2.8M | 0.35% | +5,000 | +25.0% |
| 73 | STOK | STOKE THERAPEUTICS INC | $30.01 | -0.37% | — | — | $2.7M | 0.33% | −133,000 | −61.6% |
| 74 | ESPR | ESPERION THERAPEUTICS INC NE | $3.13 | 0.00% | — | — | $2.7M | 0.33% | +985,000 | NEW |
| 75 | IMCR | IMMUNOCORE HLDGS PLC | $28.29 | -1.63% | — | — | $2.6M | 0.32% | −67,554 | −44.1% |
| 76 | OCUL | OCULAR THERAPEUTIX INC | $8.25 | -6.25% | — | — | $2.6M | 0.32% | +40,000 | +15.1% |
| 77 | STE | STERIS PLC | $212.35 | 0.05% | — | — | $2.5M | 0.31% | +5,500 | +91.7% |
| 78 | VCEL | VERICEL CORP | $36.30 | 1.71% | — | — | $2.3M | 0.28% | −47,000 | −40.2% |
| 79 | KURA | KURA ONCOLOGY IN | $8.74 | -0.34% | — | — | $2.2M | 0.27% | −600,500 | −68.9% |
| 80 | CI | THE CIGNA GROUP | $289.48 | 3.14% | — | — | $2.1M | 0.26% | −30,650 | −79.3% |
| 81 | BTSG | BRIGHTSPRING HEALTH SVCS INC | $57.40 | 0.00% | — | — | $2.1M | 0.26% | −148,000 | −74.7% |
| 82 | XENE | XENON PHARMACEUTICALS INC | $51.73 | -2.38% | — | — | $1.6M | 0.20% | −111,000 | −79.9% |
| 83 | ALGN | ALIGN TECHNOLOGY INC | $167.74 | -0.33% | — | — | $1.3M | 0.16% | −91,500 | −92.4% |
| 84 | NVCR | NOVOCURE LTD | $17.16 | -4.61% | — | — | $763K | 0.09% | +70,000 | NEW |
| 85 | ATEC | ALPHATEC HLDGS INC | $8.00 | 1.01% | — | — | $762K | 0.09% | +50,000 | +250.0% |
| 86 | CMPX | COMPASS THERAPEUTICS INC | $2.04 | -4.23% | — | — | $609K | 0.08% | +115,113 | NEW |
| 87 | VERA | VERA THERAPEUTICS INC | $32.29 | -3.27% | — | — | — | — | −420,000 | EXITED |
| 88 | PEN | PENUMBRA INC | $320.53 | -0.03% | — | — | — | — | −31,500 | EXITED |
| 89 | APLSUSD | APELLIS PHARMACEUTICALS INC | — | — | — | — | — | — | −374,450 | EXITED |
| 90 | ACLXGBX | ARCELLX INC | — | — | — | — | — | — | −133,500 | EXITED |
| 91 | BRKR | BRUKER CORP | $56.39 | -5.97% | — | — | — | — | −147,315 | EXITED |
| 92 | RYTM | RHYTHM PHARMACEUTICALS INC | $86.40 | -1.38% | — | — | — | — | −35,000 | EXITED |
| 93 | RDNT | RADNET INC | $54.34 | 2.90% | — | — | — | — | −47,000 | EXITED |
| 94 | INSP | INSPIRE MED SYS INC | $41.19 | -2.37% | — | — | — | — | −35,800 | EXITED |
| 95 | JANX | JANUX THERAPEUTICS INC | $13.36 | -2.91% | — | — | — | — | −225,377 | EXITED |
| 96 | PRVA | PRIVIA HEALTH GROUP INC | $21.63 | 1.22% | — | — | — | — | −125,000 | EXITED |
| 97 | CYTK | CYTOKINETICS INC | $71.48 | -1.12% | — | — | — | — | −44,375 | EXITED |
| 98 | XNCR | XENCOR INC | $11.77 | -2.00% | — | — | — | — | −165,750 | EXITED |
| 99 | CNTA | CENTESSA PHARMACEUTICALS PLC | $39.62 | -0.45% | — | — | — | — | −100,000 | EXITED |
| 100 | TGTX | TG THERAPEUTICS INC | $40.16 | -0.99% | — | — | — | — | −73,250 | EXITED |
| 101 | BNTX | BIONTECH SE | — | — | — | — | — | — | −20,870 | EXITED |
| 102 | WST | WEST PHARMACEUTICAL SVSC INC | — | — | — | — | — | — | −7,000 | EXITED |
| 103 | CNC | CENTENE CORP DEL | — | — | — | — | — | — | −46,231 | EXITED |
| 104 | QURE | UNIQURE NV | — | — | — | — | — | — | −79,375 | EXITED |
| 105 | IRTC | IRHYTHM TECHNOLOGIES INC | — | — | — | — | — | — | −7,000 | EXITED |
Source: SEC EDGAR · accession 0001213900-26-056196. 13F discloses long positions only — shorts, foreign equities, and options are excluded.