Rhenman & Partners Asset Management Ab Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Rhenman & Partners Asset Management Ab disclosed 97 stock positions valued at approximately $1.06B as of quarter-end June 30, 2026. The largest holdings include UNITED HEALTH GROUP INC, CVS HEALTH CORP, and MERCK & CO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 97
- Portfolio Value
- $1.06B
Holdings by Sector
Rhenman & Partners Asset Management Ab Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED HEALTH GROUP INC | UNH | Healthcare | 3.67% | 93,600 | +48,100 | +105.71% | $38,902,968 |
| CVS HEALTH CORP | CVS | Healthcare | 2.73% | 279,374 | -57,126 | -16.98% | $28,901,240 |
| MERCK & CO INC | MRK | Healthcare | 2.59% | 213,500 | +213,500 | +100.00% | $27,434,750 |
| LILLY ELI & CO | LLY | Healthcare | 2.53% | 22,315 | -11,400 | -33.81% | $26,765,280 |
| ABBVIE INC | ABBV | Healthcare | 2.30% | 96,775 | +25,200 | +35.21% | $24,352,461 |
| ALIGNMENT HEALTHCARE INC | ALHC | Healthcare | 2.24% | 997,083 | -56,367 | -5.35% | $23,740,546 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 2.22% | 260,000 | +97,000 | +59.51% | $23,519,600 |
| GILEAD SCIENCES INC | GILD | Healthcare | 2.13% | 178,250 | +10,500 | +6.26% | $22,520,105 |
| JAZZ PHARMACEUTICALS PLC | JAZZ | Other | 1.99% | 87,440 | +11,550 | +15.22% | $21,070,417 |
| BIOGEN INC | BIIB | Healthcare | 1.93% | 94,850 | -14,250 | -13.06% | $20,493,291 |
| STRYKER CORPORATION | SYK | Healthcare | 1.93% | 65,000 | +17,200 | +35.98% | $20,464,600 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 1.81% | 450,500 | -174,500 | -27.92% | $19,227,340 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.74% | 72,500 | +72,500 | +100.00% | $18,412,825 |
| GUARDANT HEALTH INC | GH | Healthcare | 1.63% | 115,000 | -30,000 | -20.69% | $17,253,450 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 1.61% | 27,390 | -20,710 | -43.06% | $17,078,761 |
| GLAUKOS CORP | GKOS | Healthcare | 1.57% | 119,000 | +35,000 | +41.67% | $16,631,440 |
| BIOMARIN PHARMACEUTICAL INC | BMRN | Healthcare | 1.57% | 290,500 | +83,500 | +40.34% | $16,622,410 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.57% | 684,250 | +370,750 | +118.26% | $16,599,905 |
| NATERA INC | NTRA | Healthcare | 1.56% | 61,050 | +9,450 | +18.31% | $16,572,022 |
| MIRUM PHARMACEUTICALS INC | MIRM | Healthcare | 1.54% | 139,205 | +46,600 | +50.32% | $16,296,729 |
| INSMED INC | INSM | Healthcare | 1.53% | 151,960 | -7,800 | -4.88% | $16,201,975 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.50% | 85,200 | +31,200 | +57.78% | $15,939,216 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.49% | 31,580 | -9,760 | -23.61% | $15,832,949 |
| CENTENE CORP DEL | CNC | Healthcare | 1.48% | 244,000 | +197,769 | +427.78% | $15,662,360 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 1.46% | 63,050 | -750 | -1.18% | $15,432,748 |
| DANAHER CORPORATION | DHR | Healthcare | 1.44% | 80,252 | +62,200 | +344.56% | $15,286,401 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.44% | 30,685 | -12,800 | -29.44% | $15,242,160 |
| ANTERIS TECHNOLOGIES GLOBAL | AVR | Other | 1.43% | 1,538,625 | +100,000 | +6.95% | $15,155,456 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 1.37% | 85,841 | -15,000 | -14.87% | $14,467,213 |
| PENNANT GROUP INC | PNTG | Healthcare | 1.30% | 371,471 | +96,072 | +34.88% | $13,725,853 |
Showing 30 of 97 holdings in the latest reporting period.