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Rhenman & Partners Asset Management Ab Top Holdings and 13F Report (2026)

About Rhenman & Partners Asset Management Ab

Investment Activity

  • Rhenman & 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
$38,902,968
CVS Health
$28,901,240
AstraZeneca
$28,480,798
Merck & Co., Inc.
$27,434,750

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$28,480,798 Holding
58933Y105 - Merck & Co., Inc.
$27,434,750 Holding
478160104 - Johnson & Johnson
$18,412,825 Holding
15135B101 - Centene
$15,662,360 Holding
252131107 - 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 Time

Map of 500 Largest Holdings ofRhenman & Partners Asset Management Ab

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$38,902,968$19,991,803 105.7%93,6003.7%Healthcare
CVS Health Corporation stock logo
CVS
CVS Health
$28,901,240$5,909,685 -17.0%279,3742.7%Healthcare
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$28,480,798$28,480,798 New Holding151,5002.7%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$27,434,750$27,434,750 New Holding213,5002.6%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$26,765,280$13,673,502 -33.8%22,3152.5%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$24,352,461$6,341,328 35.2%96,7752.3%Healthcare
Alignment Healthcare, Inc. stock logo
ALHC
Alignment Healthcare
$23,740,546$1,342,098 -5.4%997,0832.2%Healthcare
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$23,519,600$8,774,620 59.5%260,0002.2%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$22,520,105$1,326,570 6.3%178,2502.1%Healthcare
Jazz Pharmaceuticals PLC stock logo
JAZZ
Jazz Pharmaceuticals
$21,070,417$2,783,204 15.2%87,4402.0%Healthcare
Biogen Inc. stock logo
BIIB
Biogen
$20,493,291$3,078,855 -13.1%94,8501.9%Healthcare
Stryker Corporation stock logo
SYK
Stryker
$20,464,600$5,415,248 36.0%65,0001.9%Healthcare
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$19,227,340$7,447,660 -27.9%450,5001.8%Healthcare
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$18,412,825$18,412,825 New Holding72,5001.7%Healthcare
Guardant Health, Inc. stock logo
GH
Guardant Health
$17,253,450$4,500,900 -20.7%115,0001.6%Healthcare
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$17,078,761$12,913,514 -43.1%27,3901.6%Healthcare
Glaukos Corporation stock logo
GKOS
Glaukos
$16,631,440$4,891,600 41.7%119,0001.6%Healthcare
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$16,622,410$4,777,870 40.3%290,5001.6%Healthcare
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$16,599,905$8,994,395 118.3%684,2501.6%Healthcare
Natera, Inc. stock logo
NTRA
Natera
$16,572,022$2,565,202 18.3%61,0501.6%Healthcare
Mirum Pharmaceuticals, Inc. stock logo
MIRM
Mirum Pharmaceuticals
$16,296,729$5,455,462 50.3%139,2051.5%Healthcare
Insmed, Inc. stock logo
INSM
Insmed
$16,201,975$831,636 -4.9%151,9601.5%Healthcare
Tenet Healthcare Corporation stock logo
THC
Tenet Healthcare
$15,939,216$5,836,896 57.8%85,2001.5%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$15,832,949$4,893,274 -23.6%31,5801.5%Healthcare
Centene Corporation stock logo
CNC
Centene
$15,662,360$15,662,360 New Holding244,0001.5%Healthcare
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$15,432,748$183,577 -1.2%63,0501.5%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$15,286,401$11,847,856 344.6%80,2521.4%Healthcare
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$15,242,160$6,358,144 -29.4%30,6851.4%Healthcare
ANTERIS TECHNOLOGIES GLOBAL
$15,155,456$985,000 7.0%1,538,6251.4%COM
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$14,467,213$2,528,025 -14.9%85,8411.4%Healthcare
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$13,725,853$3,549,860 34.9%371,4711.3%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$13,719,960$932,957 -6.4%34,5001.3%Healthcare
Elevance Health, Inc. stock logo
ELV
Elevance Health
$13,496,877$1,005,498 8.0%34,9001.3%Healthcare
LivaNova PLC stock logo
LIVN
LivaNova
$13,485,720$740,070 5.8%164,0001.3%Healthcare
Cencora, Inc. stock logo
COR
Cencora
$13,237,238$1,583,839 -10.7%46,7781.2%Healthcare
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$12,972,388$7,075,848 120.0%57,2001.2%Healthcare
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$12,813,426$3,290,941 34.6%343,8001.2%Healthcare
McKesson Corporation stock logo
MCK
McKesson
$12,505,180$226,680 -1.8%16,5501.2%Healthcare
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$12,247,065$3,956,660 47.7%560,2501.2%Healthcare
BRIGHTSPRING HEALTH SVCS INC
$11,569,587$8,082,587 231.8%165,8961.1%COM
Medtronic PLC stock logo
MDT
Medtronic
$11,343,350$4,302,650 61.1%145,0001.1%Healthcare
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$11,233,690$4,136,034 58.3%416,3711.1%Healthcare
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$11,179,840$7,643,360 -40.6%392,0001.1%Healthcare
Royalty Pharma PLC stock logo
RPRX
Royalty Pharma
$11,045,790$2,018,520 -15.5%197,0001.0%Healthcare
DexCom, Inc. stock logo
DXCM
DexCom
$10,776,000$10,776,000 New Holding160,0001.0%Healthcare
Align Technology, Inc. stock logo
ALGN
Align Technology
$10,625,580$9,360,630 740.0%63,0001.0%Healthcare
SPYRE THERAPEUTICS INC
$10,591,454$10,591,454 New Holding119,3001.0%COM NEW
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$10,589,860$3,854,260 57.2%566,0001.0%Healthcare
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$10,433,280$1,344,915 -11.4%128,0001.0%Healthcare
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$9,962,250$6,641,500 200.0%75,0000.9%Healthcare
NEKTAR THERAPEUTICS
$9,860,662$5,741,872 139.4%141,2500.9%COM NEW
Alkermes plc stock logo
ALKS
Alkermes
$9,706,174$2,724,540 39.0%185,2500.9%Healthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,711,040$1,451,840 -14.3%96,0000.8%Healthcare
DIANTHUS THERAPEUTICS INC
$8,395,660$438,660 5.5%86,1270.8%COM
PROCEPT BioRobotics Corporation stock logo
PRCT
PROCEPT BioRobotics
$7,790,100$2,935,400 -27.4%345,0000.7%Healthcare
Structure Therapeutics Inc. Sponsored ADR stock logo
GPCR
Structure Therapeutics
$7,787,517$912,390 13.3%145,1000.7%Healthcare
ORUKA THERAPEUTICS INC
$7,613,600$7,613,600 New Holding80,0000.7%COM
Encompass Health Corporation stock logo
EHC
Encompass Health
$7,506,504$1,819,440 32.0%74,2630.7%Healthcare
MoonLake Immunotherapeutics stock logo
MLTX
MoonLake Immunotherapeutics
$7,492,056$2,828,991 60.7%384,8000.7%Healthcare
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$7,094,160$1,456,000 -17.0%1,705,3270.7%Healthcare
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$6,785,128$37,240 0.6%91,1000.6%Healthcare
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$6,488,755$3,510,400 117.9%591,5000.6%Healthcare
Insulet Corporation stock logo
PODD
Insulet
$6,394,500$4,263,000 200.0%42,0000.6%Healthcare
Erasca, Inc. stock logo
ERAS
Erasca
$6,393,680$6,393,680 New Holding349,0000.6%Healthcare
Krystal Biotech, Inc. stock logo
KRYS
Krystal Biotech
$6,067,513$130,085 -2.1%16,3250.6%Healthcare
Stevanato Group S.p.A. stock logo
STVN
Stevanato Group
$5,528,914$565,519 11.4%305,9720.5%Healthcare
ASTRANA HEALTH INC
$5,517,592$5,517,592 New Holding118,8880.5%COM NEW
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$5,345,100$1,069,020 -16.7%22,5000.5%Healthcare
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$5,177,716$5,197,283 -50.1%17,2000.5%Healthcare
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$4,998,696$4,998,696 New Holding21,8570.5%Healthcare
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$4,993,280$1,248,320 -20.0%128,0000.5%Healthcare
Cigna Group stock logo
CI
Cigna Group
$4,796,832$2,591,392 117.5%17,4000.5%Healthcare
Ionis Pharmaceuticals, Inc. stock logo
IONS
Ionis Pharmaceuticals
$4,749,471$2,616,570 -35.5%59,9000.4%Healthcare
AMN Healthcare Services Inc stock logo
AMN
AMN Healthcare Services
$4,676,364$4,676,364 New Holding144,4660.4%Healthcare
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$4,603,880$514,400 -10.1%179,0000.4%Healthcare
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$4,501,515$4,501,515 New Holding8,5000.4%Healthcare
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$4,322,447$8,591,199 -66.5%8,0500.4%Healthcare
Amgen Inc. stock logo
AMGN
Amgen
$4,309,228$1,194,996 -21.7%11,9000.4%Healthcare
SIONNA THERAPEUTICS INC
$4,271,429$422,304 11.0%97,1000.4%COM
ASCENDIS PHARMA A/S
$4,000,800$4,000,800 New Holding15,0000.4%ORD SHS
COOPER COS INC
$3,872,340$286,840 8.0%54,0000.4%COM
WAYSTAR HLDG CORP
$3,665,960$3,366,920 -47.9%178,5660.3%COM
MBX BIOSCIENCES INC
$3,422,400$3,422,400 New Holding62,0000.3%COM
Vericel Corporation stock logo
VCEL
Vericel
$3,114,3000.0%70,0000.3%Healthcare
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$3,070,231$12,067,960 -79.7%17,3000.3%Healthcare
BICARA THERAPEUTICS INC
$2,617,173$2,617,173 New Holding88,1500.2%COM
STERIS plc stock logo
STE
STERIS
$2,421,5550.0%11,5000.2%Healthcare
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$2,209,500$785,600 -26.2%225,0000.2%Healthcare
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$2,110,440$605,320 -22.3%64,5000.2%Healthcare
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$2,006,970$316,890 18.8%33,2500.2%Healthcare
DOXIMITY INC
$1,578,459$2,233,718 -58.6%76,1070.1%CL A
Privia Health Group, Inc. stock logo
PRVA
Privia Health Group
$1,286,500$1,286,500 New Holding50,0000.1%Healthcare
NovoCure Limited stock logo
NVCR
NovoCure
$1,060,5000.0%70,0000.1%Healthcare
MINIMED GROUP INC
$822,250$822,250 New Holding55,0000.1%COM
Alphatec Holdings, Inc. stock logo
ATEC
Alphatec
$735,250$129,750 21.4%85,0000.1%Healthcare
AGILON HEALTH INC
$535,900$535,900 New Holding5,0000.1%COM NEW
10x Genomics stock logo
TXG
10x Genomics
$325,890$325,890 New Holding8,5000.0%Healthcare
Tandem Diabetes Care, Inc. stock logo
TNDM
Tandem Diabetes Care
$301,800$301,800 New Holding20,0000.0%Healthcare
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$274,700$274,700 New Holding5,0000.0%Healthcare
Adaptive Biotechnologies Corporation stock logo
ADPT
Adaptive Biotechnologies
$0$9,993,600 -100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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