13F HOLDINGS REPORT
Rhenman & Partners Asset Management AB
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001213900-25-042939
Total Value
$870.0M
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITED HEALTH GROUP INC | UNH | 77,430 | $40.6M | 4.66% |
| 2 | LILLY ELI & CO | LLY | 41,750 | $34.5M | 3.96% |
| 3 | VERTEX PHARMACEUTICALS INC | VRTX | 66,750 | $32.4M | 3.72% |
| 4 | MCKESSON CORP | MCK | 47,217 | $31.8M | 3.65% |
| 5 | BOSTON SCIENTIFIC CORP | BSX | 300,000 | $30.3M | 3.48% |
| 6 | GLAUKOS CORP | GKOS | 270,000 | $26.6M | 3.05% |
| 7 | GILEAD SCIENCES INC | GILD | 233,500 | $26.2M | 3.01% |
| 8 | PROCEPT BIOROBOTICS CORP | PRCT | 448,000 | $26.1M | 3.00% |
| 9 | INTUITIVE SURGICAL INC | ISRG | 51,500 | $25.5M | 2.93% |
| 10 | ALIGNMENT HEALTHCARE INC | ALHC | 1,337,284 | $24.9M | 2.86% |
| 11 | MEDTRONIC PLC | MDT | 255,000 | $22.9M | 2.63% |
| 12 | MOLINA HEALTHCARE INC | MOH | 68,200 | $22.5M | 2.58% |
| 13 | ELEVANCE HEALTH INC | ELV | 48,950 | $21.3M | 2.45% |
| 14 | REGENERON PHARMACEUTICALS | REGN | 31,750 | $20.1M | 2.31% |
| 15 | COOPER COS INC | 216648501 | 236,000 | $19.9M | 2.29% |
| 16 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 325,000 | $19.8M | 2.28% |
| 17 | NATERA INC | NTRA | 138,500 | $19.6M | 2.25% |
| 18 | EXACT SCIENCES CORP | 30063P105 | 440,000 | $19.0M | 2.19% |
| 19 | BIOMARIN PHARMACEUTICAL INC | BMRN | 265,000 | $18.7M | 2.15% |
| 20 | ABBVIE INC | ABBV | 88,650 | $18.6M | 2.13% |
| 21 | TENET HEALTHCARE CORP | THC | 126,700 | $17.0M | 1.96% |
| 22 | INSULET CORP | PODD | 61,000 | $16.0M | 1.84% |
| 23 | CVS HEALTH CORP | CVS | 235,862 | $16.0M | 1.84% |
| 24 | JAZZ PHARMACEUTICALS PLC | JAZZ | 124,300 | $15.4M | 1.77% |
| 25 | INSMED INC | INSM | 185,500 | $14.2M | 1.63% |
| 26 | OSCAR HEALTH INC | OSCR | 1,022,743 | $13.4M | 1.54% |
| 27 | ALNYLAM PHARMACEUTICALS INC | ALNY | 48,197 | $13.0M | 1.50% |
| 28 | ROYALTY PHARMA PLC | RPRX | 411,000 | $12.8M | 1.47% |
| 29 | AXSOME THERAPEUTICS INC | AXSM | 109,600 | $12.8M | 1.47% |
| 30 | HUMANA INC | HUM | 46,830 | $12.4M | 1.42% |
| 31 | DEXCOM INC | DXCM | 155,000 | $10.6M | 1.22% |
| 32 | NEUROCRINE BIOSCIENCES INC | NBIX | 89,817 | $9.9M | 1.14% |
| 33 | ZIMMER BIOMET HOLDINGS INC | ZBH | 87,250 | $9.9M | 1.14% |
| 34 | THE CIGNA GROUP | 125523100 | 28,200 | $9.3M | 1.07% |
| 35 | CENCORA INC | COR | 32,375 | $9.0M | 1.03% |
| 36 | DANAHER CORPORATION | 235851102 | 41,952 | $8.6M | 0.99% |
| 37 | CENTENE CORP DEL | CNC | 126,000 | $7.6M | 0.88% |
| 38 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 565,000 | $7.3M | 0.84% |
| 39 | TG THERAPEUTICS INC | TGTX | 177,500 | $7.0M | 0.80% |
| 40 | ABBOTT LABS | ABLZF | 52,000 | $6.9M | 0.79% |
| 41 | BIOGEN INC | BIIB | 49,500 | $6.8M | 0.78% |
| 42 | ALIGN TECHNOLOGY INC | ALGN | 41,500 | $6.6M | 0.76% |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 12,640 | $6.3M | 0.72% |
| 44 | HCA HEALTHCARE INC | HCA | 16,778 | $5.8M | 0.67% |
| 45 | SYNDAX PHARMACEUTICALS INC | SNDX | 433,000 | $5.3M | 0.61% |
| 46 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,290,000 | $4.7M | 0.54% |
| 47 | ASTRANA HEALTH INC | ASTH | 150,000 | $4.7M | 0.53% |
| 48 | VERONA PHARMA PLC | 925050106 | 70,000 | $4.4M | 0.51% |
| 49 | BECTON DICKINSON & CO | BDX | 19,000 | $4.4M | 0.50% |
| 50 | CYTOKINETICS INC | CYTK | 104,250 | $4.2M | 0.48% |
| 51 | IQVIA HLDGS INC | IQV | 22,000 | $3.9M | 0.45% |
| 52 | JANUX THERAPEUTICS INC | JANX | 141,627 | $3.8M | 0.44% |
| 53 | ENCOMPASS HEALTH CORP | EHC | 37,400 | $3.8M | 0.44% |
| 54 | AKERO THERAPEUTICS INC | 00973Y108 | 92,500 | $3.7M | 0.43% |
| 55 | NUVALENT INC | NUVL | 52,500 | $3.7M | 0.43% |
| 56 | MIRUM PHARMACEUTICALS INC | MIRM | 73,755 | $3.3M | 0.38% |
| 57 | BIONTECH SE | BNTX | 35,750 | $3.3M | 0.37% |
| 58 | KRYSTAL BIOTECH INC | KRYS | 17,750 | $3.2M | 0.37% |
| 59 | MERUS N V | N5749R100 | 74,500 | $3.1M | 0.36% |
| 60 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 82,000 | $3.0M | 0.34% |
| 61 | NURIX THERAPEUTICS INC | NRIX | 249,336 | $3.0M | 0.34% |
| 62 | MERCK & CO. INC | MRK | 33,000 | $3.0M | 0.34% |
| 63 | ARCELLX INC | ACLX | 43,500 | $2.9M | 0.33% |
| 64 | INSPIRE MED SYS INC | 457730109 | 16,000 | $2.5M | 0.29% |
| 65 | IONIS PHARMACEUTICALS INC | IONS | 81,000 | $2.4M | 0.28% |
| 66 | VIKING THERAPEUTICS INC | VKTX | 100,000 | $2.4M | 0.28% |
| 67 | DIANTHUS THERAPEUTICS INC | DNTH | 126,627 | $2.3M | 0.26% |
| 68 | PRIVIA HEALTH GROUP INC | PRVA | 98,189 | $2.2M | 0.25% |
| 69 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 647,827 | $2.2M | 0.25% |
| 70 | XENCOR INC | XNCR | 195,750 | $2.1M | 0.24% |
| 71 | BRUKER CORP | BRKRP | 42,315 | $1.8M | 0.20% |
| 72 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 45,000 | $1.8M | 0.20% |
| 73 | ESPERION THERAPEUTICS INC NE | ESPR | 1,066,495 | $1.5M | 0.18% |
| 74 | INMUNE BIO INC | INMB | 178,284 | $1.4M | 0.16% |
| 75 | DENALI THERAPEUTICS INC | DNLI | 100,000 | $1.4M | 0.16% |
| 76 | VIR BIOTECHNOLOGY INC | VIR | 200,000 | $1.3M | 0.15% |
| 77 | ALKERMES PLC | ALKS | 39,000 | $1.3M | 0.15% |
| 78 | KURA ONCOLOGY IN | KURA | 195,000 | $1.3M | 0.15% |
| 79 | ARVINAS INC | ARVN | 183,000 | $1.3M | 0.15% |
| 80 | AMGEN INC | AMGN | 4,000 | $1.2M | 0.14% |
| 81 | GERON CORP | GERN | 783,000 | $1.2M | 0.14% |
| 82 | ICON PLC | ICLR | 7,000 | $1.2M | 0.14% |
| 83 | STRUCTURE THERAPEUTICS INC | GPCR | 70,000 | $1.2M | 0.14% |
| 84 | RELAY THERAPEUTICS INC | RLAY | 460,000 | $1.2M | 0.14% |
| 85 | XENON PHARMACEUTICALS INC | XENE | 35,000 | $1.2M | 0.13% |
| 86 | MEDPACE HLDGS INC | MEDP | 3,800 | $1.2M | 0.13% |
| 87 | ANNEXON INC | ANNX | 460,000 | $887,800 | 0.10% |
| 88 | IMMUNOCORE HLDGS PLC | IMCR | 28,278 | $839,008 | 0.10% |
| 89 | AVANTOR INC | AVTR | 47,826 | $775,259 | 0.09% |
| 90 | IDEAYA BIOSCIENCES INC | IDYA | 39,500 | $647,010 | 0.07% |
| 91 | APELLIS PHARMACEUTICALS INC | APLS | 28,250 | $617,828 | 0.07% |
| 92 | PENUMBRA INC | PEN | 2,200 | $588,302 | 0.07% |
| 93 | REPLIGEN CORP | RGEN | 4,500 | $572,580 | 0.07% |
| 94 | IMMUNOVANT INC | IMVT | 25,924 | $443,041 | 0.05% |