Rhenman & Partners Asset Management AB
Net buyer this quarter
$1.06B
99
+$155M
25.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 UNH | $38.9M | 3.67% | 0.01% | +105.7% | Q4 2013 |
 CVS | $28.9M | 2.73% | 0.02% | -17.0% | Q4 2013 |
 AZN | $28.5M | 2.69% | Not reported | New | Q2 2026 |
 MRK | $27.4M | 2.59% | 0.01% | Not reported | Q4 2013 |
 LLY | $26.8M | 2.53% | 0.00% | -33.8% | Q4 2013 |
 ABBV | $24.4M | 2.30% | 0.01% | +35.2% | Q1 2014 |
 ALHC | $23.7M | 2.24% | 0.48% | -5.4% | Q3 2022 |
 EW | $23.5M | 2.22% | 0.05% | +59.5% | Q1 2014 |
 GILD | $22.5M | 2.13% | 0.01% | +6.3% | Q4 2013 |
 JAZZ | $21.1M | 1.99% | 0.14% | +15.2% | Q3 2014 |
 BIIB | $20.5M | 1.93% | 0.06% | -13.1% | Q4 2013 |
 SYK | $20.5M | 1.93% | 0.02% | +36.0% | Q1 2014 |
 BSX | $19.2M | 1.81% | 0.03% | -27.9% | Q4 2013 |
 JNJ | $18.4M | 1.74% | 0.00% | Not reported | Q4 2013 |
 GH | $17.3M | 1.63% | 0.09% | -20.7% | Q3 2019 |
 REGN | $17.1M | 1.61% | 0.03% | -43.1% | Q4 2013 |
 GKOS | $16.6M | 1.57% | 0.20% | +41.7% | Q2 2016 |
 BMRN | $16.6M | 1.57% | 0.15% | +40.3% | Q4 2013 |
 NRIX | $16.6M | 1.57% | 0.66% | +118.3% | Q2 2024 |
 NTRA | $16.6M | 1.56% | 0.04% | +18.3% | Q3 2022 |
 MIRM | $16.3M | 1.54% | 0.22% | +50.3% | Q1 2024 |
 INSM | $16.2M | 1.53% | 0.07% | -4.9% | Q2 2024 |
 THC | $15.9M | 1.50% | 0.10% | +57.8% | Q2 2021 |
 TMO | $15.8M | 1.49% | 0.01% | -23.6% | Q4 2013 |
 CNC | $15.7M | 1.48% | 0.05% | Not reported | Q4 2013 |
 AXSM | $15.4M | 1.46% | 0.12% | -1.2% | Q1 2023 |
 DHR | $15.3M | 1.44% | 0.01% | +344.6% | Q4 2021 |
 VRTX | $15.2M | 1.44% | 0.01% | -29.4% | Q2 2014 |
 AVR | $15.2M | 1.43% | 1.58% | +7.0% | Q1 2025 |
 NBIX | $14.5M | 1.37% | 0.08% | -14.9% | Q1 2016 |
 PNTG | $13.7M | 1.30% | 1.07% | +34.9% | Q4 2025 |
 ISRG | $13.7M | 1.30% | 0.01% | -6.4% | Q4 2013 |
 ELV | $13.5M | 1.27% | 0.02% | +8.1% | Q4 2014 |
 LIVN | $13.5M | 1.27% | 0.30% | +5.8% | Q4 2015 |
 COR | $13.2M | 1.25% | 0.02% | -10.7% | Q4 2013 |
 CRL | $13M | 1.22% | 0.12% | +120.0% | Q3 2023 |
 IDYA | $12.8M | 1.21% | 0.36% | +34.6% | Q2 2024 |
 MCK | $12.5M | 1.18% | 0.01% | -1.8% | Q4 2013 |
 SNDX | $12.2M | 1.16% | 0.63% | +47.7% | Q1 2024 |
 BTSG | $11.6M | 1.09% | 0.08% | +231.8% | Q3 2025 |
 MDT | $11.3M | 1.07% | 0.01% | +61.1% | Q4 2013 |
 MLYS | $11.2M | 1.06% | 0.47% | +58.3% | Q3 2025 |
 OSCR | $11.2M | 1.06% | Not reported | -40.6% | Q3 2023 |
 RPRX | $11M | 1.04% | 0.05% | -15.5% | Q4 2020 |
 DXCM | $10.8M | 1.02% | 0.04% | Not reported | Q4 2013 |
 ALGN | $10.6M | 1.00% | 0.09% | +740.0% | Q4 2021 |
 SYRE | $10.6M | 1.00% | 0.14% | New | Q2 2026 |
 RLAY | $10.6M | 1.00% | 0.26% | +57.2% | Q4 2022 |
 ARWR | $10.4M | 0.98% | 0.09% | -11.4% | Q4 2025 |
 A | $9.96M | 0.94% | 0.03% | +200.0% | Q4 2013 |
| Q1 2026 | |||||
| BSX | $39.2M | 4.84% | 0.04% | +44.9% | Q4 2013 |
| REGN | $37.2M | 4.59% | 0.05% | -21.7% | Q4 2013 |
| LLY | $31M | 3.83% | 0.00% | -20.1% | Q4 2013 |
| INSM | $26.1M | 3.22% | 0.07% | +40.7% | Q2 2024 |
| CVS | $24.2M | 2.98% | 0.03% | +0.3% | Q4 2013 |
| GILD | $23.4M | 2.88% | 0.01% | +33.0% | Q4 2013 |
| TMO | $20.3M | 2.51% | 0.01% | +22.9% | Q4 2013 |
| BIIB | $20M | 2.47% | 0.07% | +18.1% | Q4 2013 |
| VRTX | $19.4M | 2.40% | 0.02% | +26.9% | Q2 2014 |
| ALHC | $18.6M | 2.29% | 0.51% | +4.4% | Q3 2022 |
| ISRG | $17M | 2.10% | 0.01% | -23.2% | Q4 2013 |
| COR | $16.5M | 2.03% | 0.03% | -17.4% | Q4 2013 |
| SYK | $15.7M | 1.94% | 0.01% | Not reported | Q1 2014 |
| ABBV | $15.6M | 1.92% | 0.00% | -35.3% | Q1 2014 |
 VEEV | $15M | 1.85% | 0.05% | Not reported | Q1 2021 |
| MCK | $14.6M | 1.80% | 0.01% | -34.2% | Q4 2013 |
| JAZZ | $14.3M | 1.77% | 0.12% | +2.5% | Q3 2014 |
| GH | $13.4M | 1.65% | 0.11% | +81.3% | Q3 2019 |
| NBIX | $13.3M | 1.64% | 0.10% | -19.6% | Q1 2016 |
| EW | $13.1M | 1.61% | 0.03% | -15.8% | Q1 2014 |
 MDGL | $12.6M | 1.55% | 0.10% | +23.0% | Q1 2019 |
| UNH | $12.3M | 1.52% | 0.01% | -17.1% | Q4 2013 |
 PRCT | $11.9M | 1.47% | 0.83% | -22.3% | Q2 2023 |
| BMRN | $11.7M | 1.44% | 0.11% | -3.7% | Q4 2013 |
 ABT | $11.5M | 1.42% | 0.01% | Not reported | Q2 2016 |
 ALNY | $11.4M | 1.41% | 0.03% | -24.5% | Q3 2014 |
| RPRX | $11.2M | 1.38% | 0.06% | +12.8% | Q4 2020 |
| AXSM | $10.8M | 1.33% | 0.12% | -44.4% | Q1 2023 |
| NTRA | $10.3M | 1.27% | 0.04% | +27.4% | Q3 2022 |
| THC | $10.2M | 1.26% | 0.06% | -29.4% | Q2 2021 |
 ADPT | $9.99M | 1.23% | 0.45% | +19.0% | Q3 2025 |
| LIVN | $9.85M | 1.22% | 0.28% | -18.4% | Q4 2015 |
| ELV | $9.46M | 1.17% | 0.01% | +115.3% | Q4 2014 |
| ARWR | $9.06M | 1.12% | 0.10% | Not reported | Q4 2025 |
| GKOS | $9.04M | 1.12% | 0.14% | -60.0% | Q2 2016 |
 IQV | $9.04M | 1.12% | 0.03% | +100.0% | Q4 2022 |
| SNDX | $8.86M | 1.09% | 0.43% | -22.1% | Q1 2024 |
| MIRM | $8.55M | 1.06% | 0.15% | -12.9% | Q1 2024 |
| IDYA | $8.51M | 1.05% | 0.29% | +2.2% | Q2 2024 |
| PNTG | $8.39M | 1.04% | 0.79% | -22.9% | Q4 2025 |
| NUVL | $8.32M | 1.03% | 2.59% | -50.3% | Q4 2022 |
 WAY | $8.26M | 1.02% | 0.18% | New | Q1 2026 |
| AVR | $7.98M | 0.99% | 1.48% | +16.2% | Q1 2025 |
| MDT | $7.8M | 0.96% | 0.01% | -69.6% | Q4 2013 |
| OSCR | $7.57M | 0.93% | Not reported | +153.9% | Q3 2023 |
 IOVA | $7.21M | 0.89% | 0.47% | +28.8% | Q2 2017 |
| MLYS | $7.13M | 0.88% | 0.32% | +84.5% | Q3 2025 |
 IONS | $6.98M | 0.86% | 0.06% | -41.4% | Q4 2015 |
 DNTH | $6.85M | 0.85% | 0.15% | -17.2% | Q3 2024 |
 BBIO | $6.73M | 0.83% | 0.05% | +11.0% | Q1 2023 |
| Q4 2025 | |||||
| REGN | $47.4M | 4.43% | 0.07% | +70.1% | Q4 2013 |
| LLY | $45.4M | 4.24% | 0.00% | -21.0% | Q4 2013 |
| BSX | $41.1M | 3.84% | 0.03% | -1.6% | Q4 2013 |
| MDT | $28.4M | 2.66% | 0.02% | +44.4% | Q4 2013 |
| ISRG | $27.2M | 2.54% | 0.01% | -1.0% | Q4 2013 |
 COO | $26.8M | 2.51% | 0.17% | +38.2% | Q2 2015 |
| CVS | $26.6M | 2.49% | 0.03% | +21.0% | Q4 2013 |
| ABBV | $25.3M | 2.36% | 0.01% | -15.2% | Q1 2014 |
| GKOS | $23.7M | 2.22% | 0.37% | -8.7% | Q2 2016 |
| DHR | $22.7M | 2.12% | 0.01% | -26.3% | Q4 2021 |
| COR | $21.4M | 2.00% | 0.03% | +1.6% | Q4 2013 |
 VERA | $21.3M | 1.99% | 0.66% | +223.1% | Q3 2025 |
| MCK | $21M | 1.96% | 0.02% | -3.8% | Q4 2013 |
| AXSM | $21M | 1.96% | 0.23% | -33.6% | Q1 2023 |
| ALHC | $19.9M | 1.86% | 0.49% | -31.8% | Q3 2022 |
| INSM | $19.8M | 1.85% | 0.05% | -13.9% | Q2 2024 |
| TMO | $19.5M | 1.82% | 0.01% | +12.0% | Q4 2013 |
| PRCT | $19.2M | 1.80% | 1.08% | +56.7% | Q2 2023 |
| ALNY | $18.2M | 1.70% | 0.03% | +43.3% | Q3 2014 |
| UNH | $18.1M | 1.69% | 0.01% | -12.2% | Q4 2013 |
| NBIX | $17.8M | 1.66% | 0.13% | +9.4% | Q1 2016 |
 PODD | $17.3M | 1.62% | 0.09% | +5.2% | Q4 2013 |
 DOCS | $16.5M | 1.54% | 0.20% | +174.1% | Q2 2025 |
| EW | $16.5M | 1.54% | 0.03% | +24.8% | Q1 2014 |
| NUVL | $16.4M | 1.54% | 5.22% | +211.1% | Q4 2022 |
| BIIB | $16.3M | 1.52% | 0.06% | +67.9% | Q4 2013 |
| VRTX | $15.5M | 1.45% | 0.01% | -27.1% | Q2 2014 |
 EHC | $15.5M | 1.45% | 0.15% | +22.5% | Q1 2024 |
| GILD | $15.5M | 1.45% | 0.01% | +57.4% | Q4 2013 |
| ALGN | $15.5M | 1.44% | 0.14% | +19.3% | Q4 2021 |
| THC | $15.2M | 1.42% | 0.09% | +30.9% | Q2 2021 |
| BMRN | $12.8M | 1.19% | 0.11% | +15.2% | Q4 2013 |
| JAZZ | $12.6M | 1.18% | 0.12% | -22.1% | Q3 2014 |
| IONS | $12.5M | 1.17% | 0.10% | -48.9% | Q4 2015 |
 AMGN | $11.8M | 1.10% | 0.01% | Not reported | Q1 2014 |
| LIVN | $11.7M | 1.09% | 0.35% | +258.5% | Q4 2015 |
| MDGL | $11.4M | 1.06% | 0.09% | +7.1% | Q1 2019 |
 CI | $10.6M | 0.99% | 0.01% | -16.9% | Q4 2013 |
 GPCR | $10.3M | 0.96% | 0.07% | -18.1% | Q1 2025 |
| SNDX | $10.2M | 0.96% | 0.56% | -15.2% | Q1 2024 |
| NRIX | $10.2M | 0.95% | 0.53% | +54.7% | Q2 2024 |
| PNTG | $10.1M | 0.94% | 1.03% | New | Q4 2025 |
| ADPT | $9.83M | 0.92% | 0.39% | +22.2% | Q3 2025 |
 PEN | $9.79M | 0.92% | 0.08% | +53.7% | Q4 2023 |
| ARWR | $9.59M | 0.90% | 0.11% | New | Q4 2025 |
| APLS | $9.41M | 0.88% | 0.30% | +61.2% | Q4 2019 |
| NTRA | $9.28M | 0.87% | 0.03% | +30.7% | Q3 2022 |
 KURA | $9.06M | 0.85% | 0.99% | +78.0% | Q1 2024 |
| ACLX | $8.7M | 0.81% | 0.23% | +104.6% | Q3 2024 |
| IDYA | $8.64M | 0.81% | 0.28% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| BSX | $42.8M | 4.73% | 0.03% | +48.0% | Q4 2013 |
| LLY | $40.8M | 4.51% | 0.01% | -7.7% | Q4 2013 |
| ABBV | $30.2M | 3.34% | 0.01% | +87.9% | Q1 2014 |
| DHR | $26.7M | 2.95% | 0.02% | +10.7% | Q4 2021 |
| ALHC | $25.8M | 2.86% | 0.74% | +14.9% | Q3 2022 |
| ISRG | $21.7M | 2.40% | 0.01% | +9.4% | Q4 2013 |
| UNH | $21.6M | 2.39% | 0.01% | +105.5% | Q4 2013 |
| AXSM | $21M | 2.32% | 0.34% | +90.3% | Q1 2023 |
| CVS | $20.9M | 2.31% | 0.02% | -6.1% | Q4 2013 |
| MCK | $20.5M | 2.27% | 0.02% | -4.0% | Q4 2013 |
| REGN | $20.3M | 2.25% | 0.04% | +30.3% | Q4 2013 |
| IONS | $20.3M | 2.24% | 0.19% | +70.3% | Q4 2015 |
| MDT | $19.5M | 2.16% | 0.02% | +14.2% | Q4 2013 |
| COR | $19.5M | 2.16% | 0.03% | +26.3% | Q4 2013 |
 EXK | $19M | 2.11% | 0.13% | -0.6% | Q1 2019 |
| INSM | $19M | 2.10% | 0.06% | -24.8% | Q2 2024 |
| GKOS | $18.8M | 2.08% | 0.40% | -2.1% | Q2 2016 |
| VRTX | $18.4M | 2.03% | 0.02% | -23.6% | Q2 2014 |
| PODD | $17.9M | 1.98% | 0.08% | +26.1% | Q4 2013 |
| COO | $16.2M | 1.80% | 0.12% | +39.4% | Q2 2015 |
| NBIX | $16.1M | 1.78% | 0.12% | -23.1% | Q1 2016 |
| EHC | $15.2M | 1.68% | 0.12% | -12.5% | Q1 2024 |
 CAH | $14.8M | 1.63% | 0.04% | +70.9% | Q2 2014 |
| TMO | $14.6M | 1.61% | 0.01% | +169.7% | Q4 2013 |
| ALNY | $14.5M | 1.61% | 0.02% | -37.7% | Q3 2014 |
 CYTK | $14M | 1.55% | 0.21% | +144.8% | Q4 2021 |
| PRCT | $13.9M | 1.54% | 0.70% | +105.3% | Q2 2023 |
| CI | $13.4M | 1.48% | 0.02% | +45.3% | Q4 2013 |
| ABT | $13.2M | 1.46% | 0.01% | +68.4% | Q2 2016 |
| JAZZ | $12.5M | 1.39% | 0.16% | -12.8% | Q3 2014 |
| EW | $12.1M | 1.33% | 0.03% | +181.8% | Q1 2014 |
| THC | $11.9M | 1.31% | 0.07% | -57.2% | Q2 2021 |
| AKRO | $10.9M | 1.21% | 0.29% | +16.7% | Q1 2025 |
| ALGN | $10.4M | 1.15% | 0.12% | +24.8% | Q4 2021 |
| BMRN | $10.1M | 1.12% | 0.10% | +24.7% | Q4 2013 |
| DOCS | $9.95M | 1.10% | 0.07% | +547.6% | Q2 2025 |
| RPRX | $9.12M | 1.01% | 0.07% | -24.9% | Q4 2020 |
| GILD | $8.9M | 0.98% | 0.01% | -52.3% | Q4 2013 |
| SNDX | $8.83M | 0.98% | 0.66% | Not reported | Q1 2024 |
| MDGL | $8.37M | 0.93% | 0.08% | Not reported | Q1 2019 |
| BIIB | $7.7M | 0.85% | 0.04% | +358.3% | Q4 2013 |
| DVAX | $7.67M | 0.85% | 0.66% | +36.6% | Q4 2013 |
| ADPT | $7.41M | 0.82% | 0.32% | New | Q3 2025 |
| ELV | $7.27M | 0.80% | 0.01% | -49.6% | Q4 2014 |
| DNTH | $6.83M | 0.76% | 0.41% | +37.1% | Q3 2024 |
| MLYS | $6.26M | 0.69% | 0.21% | New | Q3 2025 |
| CNC | $6.07M | 0.67% | 0.03% | +70.4% | Q4 2013 |
 STOK | $5.88M | 0.65% | 0.45% | New | Q3 2025 |
 VKTX | $5.68M | 0.63% | 0.19% | +154.5% | Q2 2019 |
| AVR | $5.63M | 0.62% | 3.47% | Not reported | Q1 2025 |