Rhenman & Partners Asset Management Ab Portfolio Stock Holdings
Rhenman & Partners Asset Management Ab disclosed 86 stock positions valued at approximately $810.5 million in its latest SEC 13F filing. The largest holdings include BOSTON SCIENTIFIC CORP, REGENERON PHARMACEUTICALS, and LILLY ELI & CO. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $810.5M
Holdings by Sector
Rhenman & Partners Asset Management Ab Portfolio Holdings in Q1 2026
81 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 4.84% | 625,000 | +193,793 | +44.94% | $39,218,750 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 4.59% | 48,100 | -13,300 | -21.66% | $37,163,984 |
| LILLY ELI & CO | LLY | Healthcare | 3.83% | 33,715 | -8,505 | -20.14% | $31,010,046 |
| INSMED INC | INSM | Healthcare | 3.22% | 159,760 | +46,175 | +40.65% | $26,123,955 |
| CVS HEALTH CORP | CVS | Healthcare | 2.98% | 336,500 | +1,000 | +0.30% | $24,167,430 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.88% | 167,750 | +41,600 | +32.98% | $23,379,318 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.51% | 41,340 | +7,700 | +22.89% | $20,319,850 |
| BIOGEN INC | BIIB | Healthcare | 2.47% | 109,100 | +16,750 | +18.14% | $20,001,303 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 2.40% | 43,485 | +9,230 | +26.94% | $19,417,792 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 2.29% | 1,053,450 | +44,000 | +4.36% | $18,561,789 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 2.10% | 36,846 | -11,154 | -23.24% | $16,985,638 |
| CENCORA INC | COR | Healthcare | 2.03% | 52,375 | -11,000 | -17.36% | $16,453,083 |
| STRYKER CORPORATION | SYK | Healthcare | 1.94% | 47,800 | +47,800 | +100.00% | $15,706,602 |
| ABBVIE INC | ABBV | Healthcare | 1.92% | 71,575 | -39,000 | -35.27% | $15,566,847 |
| VEEVA SYS INC | VEEV | Healthcare | 1.85% | 85,300 | +85,300 | +100.00% | $14,983,798 |
| MCKESSON CORP | MCK | Healthcare | 1.80% | 16,850 | -8,750 | -34.18% | $14,581,316 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.65% | 145,000 | +65,000 | +81.25% | $13,393,650 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.64% | 100,841 | -24,650 | -19.64% | $13,284,793 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 1.61% | 163,000 | -30,500 | -15.76% | $13,053,040 |
| MADRIGAL PHARMACEUTICALS INC | MDGL | Healthcare | 1.55% | 24,050 | +4,500 | +23.02% | $12,589,454 |
| UNITED HEALTH GROUP INC | UNH | Healthcare | 1.52% | 45,500 | -9,400 | -17.12% | $12,311,845 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 1.47% | 475,000 | -136,000 | -22.26% | $11,879,750 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 1.44% | 207,000 | -8,000 | -3.72% | $11,693,430 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.42% | 112,000 | +112,000 | +100.00% | $11,499,040 |
| ALNYLAM PHARMACEUTICALS INC | ALNY | Healthcare | 1.41% | 34,465 | -11,210 | -24.54% | $11,403,435 |
| ROYALTY PHARMA PLC | RPRX | Other | 1.38% | 233,000 | +26,500 | +12.83% | $11,177,010 |
| AXSOME THERAPEUTICS INC | AXSM | Healthcare | 1.33% | 63,800 | -51,000 | -44.43% | $10,783,476 |
| NATERA INC | NTRA | Healthcare | 1.27% | 51,600 | +11,100 | +27.41% | $10,319,484 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.26% | 54,000 | -22,504 | -29.42% | $10,190,340 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 1.23% | 720,000 | +115,000 | +19.01% | $9,993,600 |
| LIVANOVA PLC | LIVN | Other | 1.22% | 155,000 | -35,000 | -18.42% | $9,851,800 |
| ELEVANCE HEALTH INC | ELV | Healthcare | 1.17% | 32,300 | +17,300 | +115.33% | $9,455,825 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 1.12% | 144,500 | - | - | $9,060,150 |
| GLAUKOS CORP | GKOS | Healthcare | 1.12% | 84,000 | -126,000 | -60.00% | $9,043,440 |
| IQVIA HLDGS INC | IQV | Healthcare | 1.12% | 53,000 | +26,500 | +100.00% | $9,038,620 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 1.09% | 379,250 | -107,750 | -22.13% | $8,859,280 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 1.06% | 92,605 | -13,650 | -12.85% | $8,554,850 |
| IDEAYA Biosciences Inc | IDYA | Healthcare | 1.05% | 255,500 | +5,500 | +2.20% | $8,513,260 |
| PENNANT GROUP INC | PNTG | Healthcare | 1.04% | 275,399 | -81,947 | -22.93% | $8,394,162 |
| NUVALENT INC | NUVL | Healthcare | 1.03% | 81,200 | -82,150 | -50.29% | $8,318,940 |
| WAYSTAR HLDG CORP | WAY | Healthcare | 1.02% | 342,566 | +342,566 | +100.00% | $8,259,266 |
| MEDTRONIC PLC | MDT | Other | 0.96% | 90,000 | -206,000 | -69.59% | $7,798,500 |
| OSCAR HEALTH INC | OSCR | Healthcare | 0.93% | 660,000 | +400,000 | +153.85% | $7,570,200 |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | Healthcare | 0.89% | 2,055,327 | +460,000 | +28.83% | $7,214,198 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 0.88% | 263,071 | +120,500 | +84.52% | $7,126,593 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 0.86% | 92,900 | -65,600 | -41.39% | $6,975,861 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 0.85% | 81,627 | -17,000 | -17.24% | $6,850,138 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 0.83% | 90,600 | +9,000 | +11.03% | $6,727,956 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 0.78% | 75,000 | +75,000 | +100.00% | $6,312,750 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.76% | 128,100 | -19,500 | -13.21% | $6,174,420 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.70% | 27,000 | +27,000 | +100.00% | $5,705,370 |
| ENCOMPASS HEALTH CORP | EHC | Healthcare | 0.67% | 56,263 | -90,000 | -61.53% | $5,442,320 |
| AMGEN INC | AMGN | Healthcare | 0.66% | 15,200 | -20,800 | -57.78% | $5,348,120 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 0.64% | 160,000 | +77,000 | +92.77% | $5,206,400 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.60% | 313,500 | -224,000 | -41.67% | $4,859,250 |
| ALKERMES PLC | G01767105 | Other | 0.58% | 133,250 | - | - | $4,711,720 |
| CHARLES RIV LABS INTL INC | CRL | Healthcare | 0.55% | 26,000 | +4,000 | +18.18% | $4,485,000 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.55% | 239,500 | -124,500 | -34.20% | $4,464,280 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 0.53% | 16,675 | -8,325 | -33.30% | $4,307,486 |
| DOXIMITY INC | DOCS | Healthcare | 0.53% | 183,808 | -188,942 | -50.69% | $4,282,726 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 0.47% | 199,000 | +99,000 | +99.00% | $3,820,800 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.44% | 360,000 | -100,000 | -21.74% | $3,582,000 |
| COOPER COS INC | COO | Healthcare | 0.44% | 50,000 | -277,500 | -84.73% | $3,575,000 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.43% | 87,500 | +87,500 | +100.00% | $3,507,875 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 0.42% | 15,000 | - | - | $3,430,950 |
| DANAHER CORPORATION | DHR | Healthcare | 0.42% | 18,052 | -81,000 | -81.78% | $3,422,659 |
| INSULET CORP | PODD | Healthcare | 0.36% | 14,000 | -47,000 | -77.05% | $2,937,760 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.35% | 25,000 | +5,000 | +25.00% | $2,849,500 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 0.33% | 83,000 | -133,000 | -61.57% | $2,702,480 |
| ESPERION THERAPEUTICS INC NE | ESPR | Healthcare | 0.33% | 985,000 | +985,000 | +100.00% | $2,698,900 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.32% | 85,724 | -67,554 | -44.07% | $2,584,579 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 0.32% | 305,000 | +40,000 | +15.09% | $2,583,350 |
| STERIS PLC | G8473T100 | Other | 0.31% | 11,500 | +5,500 | +91.67% | $2,542,995 |
| VERICEL CORP | VCEL | Healthcare | 0.28% | 70,000 | -47,000 | -40.17% | $2,251,900 |
| KURA ONCOLOGY IN | KURA | Healthcare | 0.27% | 271,500 | -600,500 | -68.86% | $2,207,295 |
| THE CIGNA GROUP | CI | Healthcare | 0.26% | 8,000 | -30,650 | -79.30% | $2,134,000 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 0.26% | 50,000 | -148,000 | -74.75% | $2,130,500 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 0.20% | 28,000 | -111,000 | -79.86% | $1,628,200 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 0.16% | 7,500 | -91,500 | -92.42% | $1,285,725 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 0.09% | 70,000 | +50,000 | +250.00% | $761,600 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 0.08% | 115,113 | +115,113 | +100.00% | $608,948 |