Rhenman & Partners Asset Management AB — 13F Holdings & Portfolio
CIK 1599882 · latest 13F-HR filed 2026-05-14
Rhenman & Partners Asset Management AB manages $810.5M in 13F-reported U.S. long-equity assets across 86 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BSX (4.84%), REGN (4.59%), LLY (3.83%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 19, added to 24, and trimmed 44.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$810.5M
Long-equity book
86
Distinct positions
2026-03-31
Filed 2026-05-14
+11 / −19 / ↑24 / ↓44
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GILEAD SCIENCES INC$7.9M +51.0%
- INSMED INC$6.4M +32.2%
- GUARDANT HEALTH INC$5.2M +63.9%
- ELEVANCE HEALTH INC$4.2M +79.8%
- VERTEX PHARMACEUTICALS INC$3.9M +25.0%
Top Trims
- COOPER COS INC-$23.3M -86.7%
- MEDTRONIC PLC-$20.6M -72.6%
- DANAHER CORPORATION-$19.3M -84.9%
- GLAUKOS CORP-$14.7M -61.9%
- INSULET CORP-$14.4M -83.1%
New Positions
- STRYKER CORPORATION$15.7M
- VEEVA SYS INC$15.0M
- ABBOTT LABORATORIES$11.5M
- WAYSTAR HLDG CORP$8.3M
- APOGEE THERAPEUTICS INC$6.3M
Exited Positions
- VERA THERAPEUTICS INC$21.3M
- PENUMBRA INC$9.8M
- APELLIS PHARMACEUTICALS INC$9.4M
- ARCELLX INC$8.7M
- BRUKER CORP$6.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $39.2M | 4.84% | 625,000 | SH |
| 2 | REGENERON PHARMACEUTICALS | REGN | 75886F107 | $37.2M | 4.59% | 48,100 | SH |
| 3 | LILLY ELI & CO | LLY | 532457108 | $31.0M | 3.83% | 33,715 | SH |
| 4 | INSMED INC | INSM | 457669307 | $26.1M | 3.22% | 159,760 | SH |
| 5 | CVS HEALTH CORP | CVS | 126650100 | $24.2M | 2.98% | 336,500 | SH |
| 6 | GILEAD SCIENCES INC | GILD | 375558103 | $23.4M | 2.88% | 167,750 | SH |
| 7 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $20.3M | 2.51% | 41,340 | SH |
| 8 | BIOGEN INC | BIIB | 09062X103 | $20.0M | 2.47% | 109,100 | SH |
| 9 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $19.4M | 2.40% | 43,485 | SH |
| 10 | ALIGNMENT HEALTHCARE INC | ALHC | 01625V104 | $18.6M | 2.29% | 1,053,450 | SH |
| 11 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $17.0M | 2.10% | 36,846 | SH |
| 12 | CENCORA INC | COR | 03073E105 | $16.5M | 2.03% | 52,375 | SH |
| 13 | STRYKER CORPORATION | SYK | 863667101 | $15.7M | 1.94% | 47,800 | SH |
| 14 | ABBVIE INC | ABBV | 00287Y109 | $15.6M | 1.92% | 71,575 | SH |
| 15 | VEEVA SYS INC | VEEV | 922475108 | $15.0M | 1.85% | 85,300 | SH |
| 16 | MCKESSON CORP | MCK | 58155Q103 | $14.6M | 1.80% | 16,850 | SH |
| 17 | JAZZ PHARMACEUTICALS PLC | JAZZ | G50871105 | $14.3M | 1.77% | 75,890 | SH |
| 18 | GUARDANT HEALTH INC | GH | 40131M109 | $13.4M | 1.65% | 145,000 | SH |
| 19 | NEUROCRINE BIOSCIENCES INC | NBIX | 64125C109 | $13.3M | 1.64% | 100,841 | SH |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 28176E108 | $13.1M | 1.61% | 163,000 | SH |
| 21 | MADRIGAL PHARMACEUTICALS INC | MDGL | 558868105 | $12.6M | 1.55% | 24,050 | SH |
| 22 | UNITED HEALTH GROUP INC | UNH | 91324P102 | $12.3M | 1.52% | 45,500 | SH |
| 23 | PROCEPT BIOROBOTICS CORP | PRCT | 74276L105 | $11.9M | 1.47% | 475,000 | SH |
| 24 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $11.7M | 1.44% | 207,000 | SH |
| 25 | ABBOTT LABORATORIES | ABT | 002824100 | $11.5M | 1.42% | 112,000 | SH |
| 26 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $11.4M | 1.41% | 34,465 | SH |
| 27 | ROYALTY PHARMA PLC | RPRX | G7709Q104 | $11.2M | 1.38% | 233,000 | SH |
| 28 | AXSOME THERAPEUTICS INC | AXSM | 05464T104 | $10.8M | 1.33% | 63,800 | SH |
| 29 | NATERA INC | NTRA | 632307104 | $10.3M | 1.27% | 51,600 | SH |
| 30 | TENET HEALTHCARE CORP | THC | 88033G407 | $10.2M | 1.26% | 54,000 | SH |
| 31 | ADAPTIVE BIOTECHNOLOGIES COR | ADPT | 00650F109 | $10.0M | 1.23% | 720,000 | SH |
| 32 | LIVANOVA PLC | LIVN | G5509L101 | $9.9M | 1.22% | 155,000 | SH |
| 33 | ELEVANCE HEALTH INC | ELV | 036752103 | $9.5M | 1.17% | 32,300 | SH |
| 34 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 04280A100 | $9.1M | 1.12% | 144,500 | SH |
| 35 | GLAUKOS CORP | GKOS | 377322102 | $9.0M | 1.12% | 84,000 | SH |
| 36 | IQVIA HLDGS INC | IQV | 46266C105 | $9.0M | 1.12% | 53,000 | SH |
| 37 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $8.9M | 1.09% | 379,250 | SH |
| 38 | MIRUM PHARMACEUTICALS INC | MIRM | 604749101 | $8.6M | 1.06% | 92,605 | SH |
| 39 | IDEAYA Biosciences Inc | IDYA | 45166A102 | $8.5M | 1.05% | 255,500 | SH |
| 40 | PENNANT GROUP INC | PNTG | 70805E109 | $8.4M | 1.04% | 275,399 | SH |
| 41 | NUVALENT INC | NUVL | 670703107 | $8.3M | 1.03% | 81,200 | SH |
| 42 | WAYSTAR HLDG CORP | WAY | 946784105 | $8.3M | 1.02% | 342,566 | SH |
| 43 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 03675P102 | $8.0M | 0.99% | 1,438,625 | SH |
| 44 | MEDTRONIC PLC | MDT | G5960L103 | $7.8M | 0.96% | 90,000 | SH |
| 45 | OSCAR HEALTH INC | OSCR | 687793109 | $7.6M | 0.93% | 660,000 | SH |
| 46 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 462260100 | $7.2M | 0.89% | 2,055,327 | SH |
| 47 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $7.1M | 0.88% | 263,071 | SH |
| 48 | IONIS PHARMACEUTICALS INC | IONS | 462222100 | $7.0M | 0.86% | 92,900 | SH |
| 49 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $6.9M | 0.85% | 81,627 | SH |
| 50 | BRIDGEBIO PHARMA INC | BBIO | 10806X102 | $6.7M | 0.83% | 90,600 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $810.5M | 86 | 0001213900-26-056196 |
| 2025-12-31 | 2026-02-13 | $1.07B | 94 | 0001213900-26-015821 |
| 2025-09-30 | 2025-11-13 | $903.7M | 92 | 0001213900-25-109534 |