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Rhenman & Partners Asset Management Ab Top Holdings and 13F Report (2025)

About Rhenman & Partners Asset Management Ab

Investment Activity

  • Rhenman & Partners Asset Management Ab has $791.02 million in total holdings as of June 30, 2025.
  • Rhenman & Partners Asset Management Ab owns shares of 90 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 18.50% of the portfolio was purchased this quarter.
  • About 28.02% of the portfolio was sold this quarter.
  • This quarter, Rhenman & Partners Asset Management Ab has purchased 94 new stocks and bought additional shares in 29 stocks.
  • Rhenman & Partners Asset Management Ab sold shares of 37 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Boston Scientific
$31,793,360
Glaukos
$24,273,150
Intuitive Surgical
$24,100,234

Largest New Holdings this Quarter

14149Y108 - Cardinal Health
$9,240,000 Holding
H01301128 - Alcon
$5,989,836 Holding
913903100 - Universal Health Services
$4,709,900 Holding
863667101 - Stryker
$4,549,745 Holding
28176E108 - Edwards Lifesciences
$4,301,550 Holding

Largest Purchases this Quarter

Danaher
79,500 shares (about $15.70M)
Eli Lilly and Company
16,120 shares (about $12.57M)
Encompass Health
99,000 shares (about $12.14M)
Cardinal Health
55,000 shares (about $9.24M)
Neurocrine Biosciences
59,400 shares (about $7.47M)

Largest Sales this Quarter

Oscar Health
710,651 shares (about $15.24M)
PROCEPT BioRobotics
258,000 shares (about $14.86M)
UnitedHealth Group
47,000 shares (about $14.66M)
McKesson
19,500 shares (about $14.29M)
Molina Healthcare
46,000 shares (about $13.70M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRhenman & Partners Asset Management Ab

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$45,111,401$12,566,024 38.6%57,8705.7%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$31,793,360$429,640 -1.3%296,0004.0%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$27,359,766$2,357,334 -7.9%61,4553.5%Medical
Glaukos Corporation stock logo
GKOS
Glaukos
$24,273,150$3,615,150 -13.0%235,0003.1%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$24,100,234$3,885,382 -13.9%44,3503.0%Medical
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$24,011,504$1,712,304 7.7%136,4293.0%Medical
Danaher Corporation stock logo
DHR
Danaher
$23,991,628$15,704,430 189.5%121,4523.0%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$20,374,071$4,104,310 25.2%295,3622.6%Medical
McKesson Corporation stock logo
MCK
McKesson
$20,310,463$14,289,210 -41.3%27,7172.6%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$18,755,085$7,465,986 66.1%149,2172.4%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$18,642,791$7,245,355 -28.0%168,1502.4%Medical
Exact Sciences Corporation stock logo
EXAS
Exact Sciences
$18,599,000$4,782,600 -20.5%350,0002.4%Medical
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$18,021,976$700,000 -3.7%1,287,2842.3%Medical
Insmed, Inc. stock logo
INSM
Insmed
$17,655,778$1,012,942 -5.4%175,4352.2%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$17,367,064$1,672,528 -8.8%44,6502.2%Medical
Encompass Health Corporation stock logo
EHC
Encompass Health
$16,726,732$12,140,370 264.7%136,4002.1%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$16,694,830$978,270 6.2%51,1972.1%Medical
Medtronic PLC stock logo
MDT
Medtronic
$15,647,015$6,581,335 -29.6%179,5002.0%Medical
Cencora, Inc. stock logo
COR
Cencora
$14,805,094$5,097,450 52.5%49,3751.9%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$14,542,500$2,126,250 -12.8%27,7001.8%Medical
Insulet Corporation stock logo
PODD
Insulet
$14,452,280$4,712,700 -24.6%46,0001.8%Medical
DexCom, Inc. stock logo
DXCM
DexCom
$13,922,755$392,805 2.9%159,5001.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$12,877,388$3,577,826 -21.7%69,3751.6%Medical
Align Technology, Inc. stock logo
ALGN
Align Technology
$12,590,445$4,733,250 60.2%66,5001.6%Medical
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$12,394,320$2,414,010 -16.3%344,0001.6%Medical
COOPER COS INC
$12,097,200$4,696,560 -28.0%170,0001.5%COM
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$11,570,264$1,620,452 -12.3%109,0301.5%Medical
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$11,407,952$4,980,300 77.5%29,7781.4%Medical
PROCEPT BioRobotics Corporation stock logo
PRCT
PROCEPT BioRobotics
$10,944,000$14,860,800 -57.6%190,0001.4%Medical
Cigna Group stock logo
CI
Cigna Group
$10,578,560$1,256,204 13.5%32,0001.3%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$10,543,936$5,608,136 113.6%197,6001.3%Medical
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$10,072,770$3,452,170 52.1%106,5001.3%Medical
Natera, Inc. stock logo
NTRA
Natera
$9,714,050$13,684,140 -58.5%57,5001.2%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,493,247$14,662,590 -60.7%30,4301.2%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$9,478,612$1,962,532 -17.2%90,8001.2%Medical
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$9,240,000$9,240,000 New Holding55,0001.2%Medical
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$8,226,261$6,340,790 -43.5%149,6501.0%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,956,585$884,065 12.5%58,5001.0%Medical
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$7,190,820$3,990,510 124.7%182,0000.9%Medical
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$6,691,252$15,236,356 -69.5%312,0920.8%Finance
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$6,613,380$13,703,400 -67.4%22,2000.8%Medical
Merus N.V. stock logo
MRUS
Merus
$6,101,600$2,182,900 55.7%116,0000.8%Medical
Alcon stock logo
ALC
Alcon
$5,989,836$5,989,836 New Holding68,0000.8%Medical
Dynavax Technologies Corporation stock logo
DVAX
Dynavax Technologies
$5,604,8000.0%565,0000.7%Medical
Penumbra, Inc. stock logo
PEN
Penumbra
$5,517,545$4,952,959 877.3%21,5000.7%Medical
Centene Corporation stock logo
CNC
Centene
$5,414,810$1,424,470 -20.8%99,7570.7%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$5,375,510$1,320,465 32.6%574,0000.7%Medical
Bruker Corporation stock logo
BRKR
Bruker
$5,080,578$3,337,200 191.4%123,3150.6%Computer and Technology
ANTERIS TECHNOLOGIES GLOBAL
$4,740,392$148,708 -3.0%1,250,7630.6%COM
Apollo Medical Holdings, Inc. stock logo
AMEH
Apollo Medical
$4,727,200$995,200 26.7%190,0000.6%Medical
Universal Health Services, Inc. stock logo
UHS
Universal Health Services
$4,709,900$4,709,900 New Holding26,0000.6%Medical
Stryker Corporation stock logo
SYK
Stryker
$4,549,745$4,549,745 New Holding11,5000.6%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,516,824$608,190 -11.9%11,1400.6%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$4,428,413$1,563,938 54.6%67,2500.6%Medical
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$4,301,550$4,301,550 New Holding55,0000.5%Medical
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$4,138,850$2,249,375 -35.2%115,0000.5%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$4,005,7500.0%52,5000.5%Medical
Inspire Medical Systems, Inc. stock logo
INSP
Inspire Medical Systems
$3,957,985$1,881,665 90.6%30,5000.5%Medical
BioNTech SE Sponsored ADR stock logo
BNTX
BioNTech
$3,819,079$12,776 0.3%35,8700.5%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$3,444,4200.0%104,2500.4%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$3,385,116$403,596 13.5%93,1000.4%Medical
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$3,346,272$407,120 -10.8%65,7550.4%Medical
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$2,801,974$1,350,174 93.0%135,1000.4%Medical
RadNet, Inc. stock logo
RDNT
RadNet
$2,617,860$2,617,860 New Holding46,0000.3%Medical
Vericel Corporation stock logo
VCEL
Vericel
$2,467,900$2,467,900 New Holding58,0000.3%Medical
Repligen Corporation stock logo
RGEN
Repligen
$2,425,410$1,865,700 333.3%19,5000.3%Medical
LivaNova PLC stock logo
LIVN
LivaNova
$2,386,060$2,386,060 New Holding53,0000.3%Medical
DIANTHUS THERAPEUTICS INC
$2,359,0610.0%126,6270.3%COM
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$2,252,500$397,500 -15.0%85,0000.3%Medical
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$2,124,0000.0%45,0000.3%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$2,107,150$732,787 -25.8%185,0000.3%Medical
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$2,097,347$161,000 -7.1%91,1890.3%Medical
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$2,048,670$1,418,310 -40.9%13,0000.3%Medical
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$1,752,615$687,300 -28.2%12,7500.2%Medical
Summit Therapeutics PLC stock logo
SMMT
Summit Therapeutics
$1,659,840$1,659,840 New Holding78,0000.2%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$1,614,158$1,125,150 230.1%93,2500.2%Medical
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$1,591,6000.0%460,0000.2%Medical
Biogen Inc. stock logo
BIIB
Biogen
$1,507,080$4,709,625 -75.8%12,0000.2%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$1,442,500$317,350 28.2%250,0000.2%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$1,399,0000.0%100,0000.2%Medical
Xencor, Inc. stock logo
XNCR
Xencor
$1,302,795$235,800 -15.3%165,7500.2%Medical
Doximity, Inc. stock logo
DOCS
Doximity
$1,288,140$1,288,140 New Holding21,0000.2%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$1,273,434$1,998,150 -61.1%55,1270.2%Medical
Alkermes plc stock logo
ALKS
Alkermes
$1,115,7900.0%39,0000.1%Medical
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$1,114,2620.0%647,8270.1%Medical
Annexon, Inc. stock logo
ANNX
Annexon
$1,104,0000.0%460,0000.1%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$1,095,5000.0%35,0000.1%Medical
Immunocore Holdings PLC Sponsored ADR stock logo
IMCR
Immunocore
$887,3640.0%28,2780.1%Medical
Bio-Techne Corp stock logo
TECH
Bio-Techne
$771,750$771,750 New Holding15,0000.1%Medical
INmune Bio, Inc. stock logo
INMB
INmune Bio
$411,8360.0%178,2840.1%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$19,821,750 -100.0%00.0%Medical
Humana Inc. stock logo
HUM
Humana
$0$12,391,218 -100.0%00.0%Medical
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$0$9,874,955 -100.0%00.0%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$4,352,140 -100.0%00.0%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$2,962,080 -100.0%00.0%Medical
Esperion Therapeutics, Inc. stock logo
ESPR
Esperion Therapeutics
$0$1,535,753 -100.0%00.0%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$0$1,296,000 -100.0%00.0%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$0$1,284,660 -100.0%00.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$0$1,246,200 -100.0%00.0%Medical
Geron Corporation stock logo
GERN
Geron
$0$1,244,970 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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