Rhenman & Partners Asset Management Ab Top Holdings and 13F Report (2026) About Rhenman & Partners Asset Management AbInvestment ActivityRhenman & Partners Asset Management Ab has $1.06 billion in total holdings as of June 30, 2026.Rhenman & Partners Asset Management Ab owns shares of 99 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 31.26% of the portfolio was purchased this quarter.About 15.66% of the portfolio was sold this quarter.This quarter, Rhenman & Partners Asset Management Ab has purchased 86 new stocks and bought additional shares in 41 stocks.Rhenman & Partners Asset Management Ab sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings UnitedHealth Group $38,902,968CVS Health $28,901,240AstraZeneca $28,480,798Merck & Co., Inc. $27,434,750Eli Lilly and Company $26,765,280 Largest New Holdings this Quarter G0593M107 - AstraZeneca $28,480,798 Holding58933Y105 - Merck & Co., Inc. $27,434,750 Holding478160104 - Johnson & Johnson $18,412,825 Holding15135B101 - Centene $15,662,360 Holding252131107 - DexCom $10,776,000 Holding Largest Purchases this Quarter AstraZeneca 151,500 shares (about $28.48M)Merck & Co., Inc. 213,500 shares (about $27.43M)UnitedHealth Group 48,100 shares (about $19.99M)Johnson & Johnson 72,500 shares (about $18.41M)Centene 244,000 shares (about $15.66M) Largest Sales this Quarter Eli Lilly and Company 11,400 shares (about $13.67M)Regeneron Pharmaceuticals 20,710 shares (about $12.91M)Veeva Systems 68,000 shares (about $12.07M)Madrigal Pharmaceuticals 16,000 shares (about $8.59M)Oscar Health 268,000 shares (about $7.64M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRhenman & Partners Asset Management Ab Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$38,902,968$19,991,803 â–²105.7%93,6003.7%HealthcareCVSCVS Health$28,901,240$5,909,685 â–¼-17.0%279,3742.7%HealthcareAZNCFAstraZeneca$28,480,798$28,480,798 â–²New Holding151,5002.7%HealthcareMRKMerck & Co., Inc.$27,434,750$27,434,750 â–²New Holding213,5002.6%HealthcareLLYEli Lilly and Company$26,765,280$13,673,502 â–¼-33.8%22,3152.5%HealthcareABBVAbbVie$24,352,461$6,341,328 â–²35.2%96,7752.3%HealthcareALHCAlignment Healthcare$23,740,546$1,342,098 â–¼-5.4%997,0832.2%HealthcareEWEdwards Lifesciences$23,519,600$8,774,620 â–²59.5%260,0002.2%HealthcareGILDGilead Sciences$22,520,105$1,326,570 â–²6.3%178,2502.1%HealthcareJAZZJazz Pharmaceuticals$21,070,417$2,783,204 â–²15.2%87,4402.0%HealthcareBIIBBiogen$20,493,291$3,078,855 â–¼-13.1%94,8501.9%HealthcareSYKStryker$20,464,600$5,415,248 â–²36.0%65,0001.9%HealthcareBSXBoston Scientific$19,227,340$7,447,660 â–¼-27.9%450,5001.8%HealthcareJNJJohnson & Johnson$18,412,825$18,412,825 â–²New Holding72,5001.7%HealthcareGHGuardant Health$17,253,450$4,500,900 â–¼-20.7%115,0001.6%HealthcareREGNRegeneron Pharmaceuticals$17,078,761$12,913,514 â–¼-43.1%27,3901.6%HealthcareGKOSGlaukos$16,631,440$4,891,600 â–²41.7%119,0001.6%HealthcareBMRNBioMarin Pharmaceutical$16,622,410$4,777,870 â–²40.3%290,5001.6%HealthcareNRIXNurix Therapeutics$16,599,905$8,994,395 â–²118.3%684,2501.6%HealthcareNTRANatera$16,572,022$2,565,202 â–²18.3%61,0501.6%HealthcareMIRMMirum Pharmaceuticals$16,296,729$5,455,462 â–²50.3%139,2051.5%HealthcareINSMInsmed$16,201,975$831,636 â–¼-4.9%151,9601.5%HealthcareTHCTenet Healthcare$15,939,216$5,836,896 â–²57.8%85,2001.5%HealthcareTMOThermo Fisher Scientific$15,832,949$4,893,274 â–¼-23.6%31,5801.5%HealthcareCNCCentene$15,662,360$15,662,360 â–²New Holding244,0001.5%HealthcareAXSMAxsome Therapeutics$15,432,748$183,577 â–¼-1.2%63,0501.5%HealthcareDHRDanaher$15,286,401$11,847,856 â–²344.6%80,2521.4%HealthcareVRTXVertex Pharmaceuticals$15,242,160$6,358,144 â–¼-29.4%30,6851.4%HealthcareANTERIS TECHNOLOGIES GLOBAL$15,155,456$985,000 â–²7.0%1,538,6251.4%COMNBIXNeurocrine Biosciences$14,467,213$2,528,025 â–¼-14.9%85,8411.4%HealthcarePNTGThe Pennant Group$13,725,853$3,549,860 â–²34.9%371,4711.3%HealthcareISRGIntuitive Surgical$13,719,960$932,957 â–¼-6.4%34,5001.3%HealthcareELVElevance Health$13,496,877$1,005,498 â–²8.0%34,9001.3%HealthcareLIVNLivaNova$13,485,720$740,070 â–²5.8%164,0001.3%HealthcareCORCencora$13,237,238$1,583,839 â–¼-10.7%46,7781.2%HealthcareCRLCharles River Laboratories International$12,972,388$7,075,848 â–²120.0%57,2001.2%HealthcareIDYAIDEAYA Biosciences$12,813,426$3,290,941 â–²34.6%343,8001.2%HealthcareMCKMcKesson$12,505,180$226,680 â–¼-1.8%16,5501.2%HealthcareSNDXSyndax Pharmaceuticals$12,247,065$3,956,660 â–²47.7%560,2501.2%HealthcareBRIGHTSPRING HEALTH SVCS INC$11,569,587$8,082,587 â–²231.8%165,8961.1%COMMDTMedtronic$11,343,350$4,302,650 â–²61.1%145,0001.1%HealthcareMLYSMineralys Therapeutics$11,233,690$4,136,034 â–²58.3%416,3711.1%HealthcareOSCROscar Health$11,179,840$7,643,360 â–¼-40.6%392,0001.1%HealthcareRPRXRoyalty Pharma$11,045,790$2,018,520 â–¼-15.5%197,0001.0%HealthcareDXCMDexCom$10,776,000$10,776,000 â–²New Holding160,0001.0%HealthcareALGNAlign Technology$10,625,580$9,360,630 â–²740.0%63,0001.0%HealthcareSPYRE THERAPEUTICS INC$10,591,454$10,591,454 â–²New Holding119,3001.0%COM NEWRLAYRelay Therapeutics$10,589,860$3,854,260 â–²57.2%566,0001.0%HealthcareARWRArrowhead Pharmaceuticals$10,433,280$1,344,915 â–¼-11.4%128,0001.0%HealthcareAAgilent Technologies$9,962,250$6,641,500 â–²200.0%75,0000.9%HealthcareNEKTAR THERAPEUTICS$9,860,662$5,741,872 â–²139.4%141,2500.9%COM NEWALKSAlkermes$9,706,174$2,724,540 â–²39.0%185,2500.9%HealthcareABTAbbott Laboratories$8,711,040$1,451,840 â–¼-14.3%96,0000.8%HealthcareDIANTHUS THERAPEUTICS INC$8,395,660$438,660 â–²5.5%86,1270.8%COMPRCTPROCEPT BioRobotics$7,790,100$2,935,400 â–¼-27.4%345,0000.7%HealthcareGPCRStructure Therapeutics$7,787,517$912,390 â–²13.3%145,1000.7%HealthcareORUKA THERAPEUTICS INC$7,613,600$7,613,600 â–²New Holding80,0000.7%COMEHCEncompass Health$7,506,504$1,819,440 â–²32.0%74,2630.7%HealthcareMLTXMoonLake Immunotherapeutics$7,492,056$2,828,991 â–²60.7%384,8000.7%HealthcareIOVAIovance Biotherapeutics$7,094,160$1,456,000 â–¼-17.0%1,705,3270.7%HealthcareBBIOBridgeBio Pharma$6,785,128$37,240 â–²0.6%91,1000.6%HealthcareKURAKura Oncology$6,488,755$3,510,400 â–²117.9%591,5000.6%HealthcarePODDInsulet$6,394,500$4,263,000 â–²200.0%42,0000.6%HealthcareERASErasca$6,393,680$6,393,680 â–²New Holding349,0000.6%HealthcareKRYSKrystal Biotech$6,067,513$130,085 â–¼-2.1%16,3250.6%HealthcareSTVNStevanato Group$5,528,914$565,519 â–²11.4%305,9720.5%HealthcareASTRANA HEALTH INC$5,517,592$5,517,592 â–²New Holding118,8880.5%COM NEWCAHCardinal Health$5,345,100$1,069,020 â–¼-16.7%22,5000.5%HealthcareALNYAlnylam Pharmaceuticals$5,177,716$5,197,283 â–¼-50.1%17,2000.5%HealthcareMOHMolina Healthcare$4,998,696$4,998,696 â–²New Holding21,8570.5%HealthcareVKTXViking Therapeutics$4,993,280$1,248,320 â–¼-20.0%128,0000.5%HealthcareCICigna Group$4,796,832$2,591,392 â–²117.5%17,4000.5%HealthcareIONSIonis Pharmaceuticals$4,749,471$2,616,570 â–¼-35.5%59,9000.4%HealthcareAMNAMN Healthcare Services$4,676,364$4,676,364 â–²New Holding144,4660.4%HealthcareDNLIDenali Therapeutics$4,603,880$514,400 â–¼-10.1%179,0000.4%HealthcareMEDPMedpace$4,501,515$4,501,515 â–²New Holding8,5000.4%HealthcareMDGLMadrigal Pharmaceuticals$4,322,447$8,591,199 â–¼-66.5%8,0500.4%HealthcareAMGNAmgen$4,309,228$1,194,996 â–¼-21.7%11,9000.4%HealthcareSIONNA THERAPEUTICS INC$4,271,429$422,304 â–²11.0%97,1000.4%COMASCENDIS PHARMA A/S$4,000,800$4,000,800 â–²New Holding15,0000.4%ORD SHSCOOPER COS INC$3,872,340$286,840 â–²8.0%54,0000.4%COMWAYSTAR HLDG CORP$3,665,960$3,366,920 â–¼-47.9%178,5660.3%COMMBX BIOSCIENCES INC$3,422,400$3,422,400 â–²New Holding62,0000.3%COMVCELVericel$3,114,3000.0%70,0000.3%HealthcareVEEVVeeva Systems$3,070,231$12,067,960 â–¼-79.7%17,3000.3%HealthcareBICARA THERAPEUTICS INC$2,617,173$2,617,173 â–²New Holding88,1500.2%COMSTESTERIS$2,421,5550.0%11,5000.2%HealthcareOCULOcular Therapeutix$2,209,500$785,600 â–¼-26.2%225,0000.2%HealthcareSTOKStoke Therapeutics$2,110,440$605,320 â–¼-22.3%64,5000.2%HealthcareXENEXenon Pharmaceuticals$2,006,970$316,890 â–²18.8%33,2500.2%HealthcareDOXIMITY INC$1,578,459$2,233,718 â–¼-58.6%76,1070.1%CL APRVAPrivia Health Group$1,286,500$1,286,500 â–²New Holding50,0000.1%HealthcareNVCRNovoCure$1,060,5000.0%70,0000.1%HealthcareMINIMED GROUP INC$822,250$822,250 â–²New Holding55,0000.1%COMATECAlphatec$735,250$129,750 â–²21.4%85,0000.1%HealthcareAGILON HEALTH INC$535,900$535,900 â–²New Holding5,0000.1%COM NEWTXG10x Genomics$325,890$325,890 â–²New Holding8,5000.0%HealthcareTNDMTandem Diabetes Care$301,800$301,800 â–²New Holding20,0000.0%HealthcareTGTXTG Therapeutics$274,700$274,700 â–²New Holding5,0000.0%HealthcareADPTAdaptive Biotechnologies$0$9,993,600 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
