13F HOLDINGS REPORT
Rhenman & Partners Asset Management AB
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001213900-25-013150
Total Value
$972.9M
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 444,000 | $39.7M | 4.08% |
| 2 | LILLY ELI & CO | LLY | 45,450 | $35.1M | 3.61% |
| 3 | PROCEPT BIOROBOTICS CORP | PRCT | 420,345 | $33.8M | 3.48% |
| 4 | INTUITIVE SURGICAL INC | ISRG | 64,000 | $33.4M | 3.43% |
| 5 | REGENERON PHARMACEUTICALS | REGN | 43,457 | $31.0M | 3.18% |
| 6 | UNITED HEALTH GROUP INC | UNH | 60,530 | $30.6M | 3.15% |
| 7 | INSPIRE MED SYS INC | 457730109 | 150,041 | $27.8M | 2.86% |
| 8 | MERCK & CO. INC | MRK | 277,500 | $27.6M | 2.84% |
| 9 | EXACT SCIENCES CORP | 30063P105 | 471,000 | $26.5M | 2.72% |
| 10 | TENET HEALTHCARE CORP | THC | 197,700 | $25.0M | 2.56% |
| 11 | GILEAD SCIENCES INC | GILD | 255,500 | $23.6M | 2.43% |
| 12 | ABBVIE INC | ABBV | 124,150 | $22.1M | 2.27% |
| 13 | THE CIGNA GROUP | 125523100 | 78,385 | $21.6M | 2.22% |
| 14 | MEDTRONIC PLC | MDT | 269,500 | $21.5M | 2.21% |
| 15 | VERTEX PHARMACEUTICALS INC | VRTX | 50,000 | $20.1M | 2.07% |
| 16 | ALIGNMENT HEALTHCARE INC | ALHC | 1,761,192 | $19.8M | 2.04% |
| 17 | NATERA INC | NTRA | 123,410 | $19.5M | 2.01% |
| 18 | MCKESSON CORP | MCK | 34,117 | $19.4M | 2.00% |
| 19 | BIOGEN INC | BIIB | 123,700 | $18.9M | 1.94% |
| 20 | OSCAR HEALTH INC | OSCR | 1,362,421 | $18.3M | 1.88% |
| 21 | JAZZ PHARMACEUTICALS PLC | JAZZ | 145,500 | $17.9M | 1.84% |
| 22 | BIOMARIN PHARMACEUTICAL INC | BMRN | 250,623 | $16.5M | 1.69% |
| 23 | ROYALTY PHARMA PLC | RPRX | 595,000 | $15.2M | 1.56% |
| 24 | INSULET CORP | PODD | 57,000 | $14.9M | 1.53% |
| 25 | INTRA-CELLULAR THERAPIES INC | 46116X101 | 176,000 | $14.7M | 1.51% |
| 26 | DANAHER CORPORATION | 235851102 | 63,952 | $14.7M | 1.51% |
| 27 | ABBOTT LABS | ABLZF | 128,000 | $14.5M | 1.49% |
| 28 | HUMANA INC | HUM | 55,230 | $14.0M | 1.44% |
| 29 | NEUROCRINE BIOSCIENCES INC | NBIX | 100,317 | $13.7M | 1.41% |
| 30 | ZIMMER BIOMET HOLDINGS INC | ZBH | 124,000 | $13.1M | 1.35% |
| 31 | CENCORA INC | COR | 53,750 | $12.1M | 1.24% |
| 32 | CVS HEALTH CORP | CVS | 267,500 | $12.0M | 1.23% |
| 33 | CENTENE CORP DEL | CNC | 195,482 | $11.8M | 1.22% |
| 34 | BECTON DICKINSON & CO | BDX | 47,900 | $10.9M | 1.12% |
| 35 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 839,131 | $10.7M | 1.10% |
| 36 | COOPER COS INC | 216648501 | 115,000 | $10.6M | 1.09% |
| 37 | AXSOME THERAPEUTICS INC | AXSM | 122,600 | $10.4M | 1.07% |
| 38 | HCA HEALTHCARE INC | HCA | 34,379 | $10.3M | 1.06% |
| 39 | MOLINA HEALTHCARE INC | MOH | 34,200 | $10.0M | 1.02% |
| 40 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,235,448 | $9.1M | 0.94% |
| 41 | JANUX THERAPEUTICS INC | JANX | 170,000 | $9.1M | 0.94% |
| 42 | ALIGN TECHNOLOGY INC | ALGN | 41,900 | $8.7M | 0.90% |
| 43 | ELEVANCE HEALTH INC | ELV | 23,150 | $8.5M | 0.88% |
| 44 | THERMO FISHER SCIENTIFIC INC | TMO | 15,640 | $8.1M | 0.84% |
| 45 | STRYKER CORPORATION | SYK | 22,500 | $8.1M | 0.83% |
| 46 | TG THERAPEUTICS INC | TGTX | 262,500 | $7.9M | 0.81% |
| 47 | IONIS PHARMACEUTICALS INC | IONS | 212,500 | $7.4M | 0.76% |
| 48 | CYTOKINETICS INC | CYTK | 149,250 | $7.0M | 0.72% |
| 49 | APELLIS PHARMACEUTICALS INC | APLS | 195,591 | $6.2M | 0.64% |
| 50 | BIONTECH SE | BNTX | 52,750 | $6.0M | 0.62% |
| 51 | IQVIA HLDGS INC | IQV | 29,000 | $5.7M | 0.59% |
| 52 | NUVALENT INC | NUVL | 72,500 | $5.7M | 0.58% |
| 53 | UNIVERSAL HLTH SVCS INC | 913903100 | 30,900 | $5.5M | 0.57% |
| 54 | GLAUKOS CORP | GKOS | 36,531 | $5.5M | 0.56% |
| 55 | NURIX THERAPEUTICS INC | NRIX | 290,000 | $5.5M | 0.56% |
| 56 | ENCOMPASS HEALTH CORP | EHC | 56,000 | $5.2M | 0.53% |
| 57 | XENCOR INC | XNCR | 195,750 | $4.5M | 0.46% |
| 58 | NOVO-NORDISK A S | NONOF | 50,000 | $4.3M | 0.44% |
| 59 | INSMED INC | INSM | 61,500 | $4.2M | 0.44% |
| 60 | ESPERION THERAPEUTICS INC NE | ESPR | 1,915,000 | $4.2M | 0.43% |
| 61 | ALNYLAM PHARMACEUTICALS INC | ALNY | 17,000 | $4.0M | 0.41% |
| 62 | KRYSTAL BIOTECH INC | KRYS | 23,750 | $3.7M | 0.38% |
| 63 | VIKING THERAPEUTICS INC | VKTX | 90,000 | $3.6M | 0.37% |
| 64 | IMMUNOVANT INC | IMVT | 145,000 | $3.6M | 0.37% |
| 65 | GERON CORP | GERN | 1,000,000 | $3.5M | 0.36% |
| 66 | ARCELLX INC | ACLX | 43,500 | $3.3M | 0.34% |
| 67 | MERUS N V | N5749R100 | 74,500 | $3.1M | 0.32% |
| 68 | SYNDAX PHARMACEUTICALS INC | SNDX | 232,000 | $3.1M | 0.32% |
| 69 | MIRUM PHARMACEUTICALS INC | MIRM | 73,755 | $3.0M | 0.31% |
| 70 | ARVINAS INC | ARVN | 155,500 | $3.0M | 0.31% |
| 71 | ANNEXON INC | ANNX | 542,500 | $2.8M | 0.29% |
| 72 | CHARLES RIV LABS INTL INC | 159864107 | 14,850 | $2.7M | 0.28% |
| 73 | KURA ONCOLOGY IN | KURA | 314,526 | $2.7M | 0.28% |
| 74 | ASTRANA HEALTH INC | ASTH | 80,000 | $2.5M | 0.26% |
| 75 | DIANTHUS THERAPEUTICS INC | DNTH | 114,000 | $2.5M | 0.26% |
| 76 | TRANSMEDICS GROUP INC | TMDX | 38,000 | $2.4M | 0.24% |
| 77 | PRIVIA HEALTH GROUP INC | PRVA | 121,189 | $2.4M | 0.24% |
| 78 | MEDPACE HLDGS INC | MEDP | 6,800 | $2.3M | 0.23% |
| 79 | ALKERMES PLC | ALKS | 77,999 | $2.2M | 0.23% |
| 80 | BRUKER CORP | BRKRP | 36,315 | $2.1M | 0.22% |
| 81 | IDEAYA BIOSCIENCES INC | IDYA | 82,000 | $2.1M | 0.22% |
| 82 | RELAY THERAPEUTICS INC | RLAY | 460,000 | $1.9M | 0.19% |
| 83 | IMMUNOCORE HLDGS PLC | IMCR | 58,278 | $1.7M | 0.18% |
| 84 | PLIANT THERAPEUTICS INC | PLRX | 116,250 | $1.5M | 0.16% |
| 85 | XENON PHARMACEUTICALS INC | XENE | 35,000 | $1.4M | 0.14% |
| 86 | AVANTOR INC | AVTR | 61,826 | $1.3M | 0.13% |
| 87 | REPLIGEN CORP | RGEN | 9,000 | $1.3M | 0.13% |
| 88 | INMUNE BIO INC | INMB | 178,284 | $832,586 | 0.09% |
| 89 | AMGEN INC | AMGN | 3,000 | $781,920 | 0.08% |
| 90 | IGM BIOSCIENCES INC | 449585108 | 126,064 | $770,251 | 0.08% |
| 91 | ACADIA HEALTHCARE COMPANY INC | ACHC | 13,750 | $545,188 | 0.06% |
| 92 | BIO-TECHNE CORP | TECH | 3,000 | $216,090 | 0.02% |