13F HOLDINGS REPORT
Rhenman & Partners Asset Management AB
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001213900-25-075249
Total Value
$791.0M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LILLY ELI & CO | LLY | 57,870 | $45.1M | 5.70% |
| 2 | BOSTON SCIENTIFIC CORP | BSX | 296,000 | $31.8M | 4.02% |
| 3 | VERTEX PHARMACEUTICALS INC | VRTX | 61,455 | $27.4M | 3.46% |
| 4 | GLAUKOS CORP | GKOS | 235,000 | $24.3M | 3.07% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 44,350 | $24.1M | 3.05% |
| 6 | TENET HEALTHCARE CORP | THC | 136,429 | $24.0M | 3.04% |
| 7 | DANAHER CORPORATION | 235851102 | 121,452 | $24.0M | 3.03% |
| 8 | CVS HEALTH CORP | CVS | 295,362 | $20.4M | 2.58% |
| 9 | MCKESSON CORP | MCK | 27,717 | $20.3M | 2.57% |
| 10 | NEUROCRINE BIOSCIENCES INC | NBIX | 149,217 | $18.8M | 2.37% |
| 11 | GILEAD SCIENCES INC | GILD | 168,150 | $18.6M | 2.36% |
| 12 | EXACT SCIENCES CORP | 30063P105 | 350,000 | $18.6M | 2.35% |
| 13 | ALIGNMENT HEALTHCARE INC | ALHC | 1,287,284 | $18.0M | 2.28% |
| 14 | INSMED INC | INSM | 175,435 | $17.7M | 2.23% |
| 15 | ELEVANCE HEALTH INC | ELV | 44,650 | $17.4M | 2.20% |
| 16 | ENCOMPASS HEALTH CORP | EHC | 136,400 | $16.7M | 2.11% |
| 17 | ALNYLAM PHARMACEUTICALS INC | ALNY | 51,197 | $16.7M | 2.11% |
| 18 | MEDTRONIC PLC | MDT | 179,500 | $15.6M | 1.98% |
| 19 | CENCORA INC | COR | 49,375 | $14.8M | 1.87% |
| 20 | REGENERON PHARMACEUTICALS | REGN | 27,700 | $14.5M | 1.84% |
| 21 | INSULET CORP | PODD | 46,000 | $14.5M | 1.83% |
| 22 | DEXCOM INC | DXCM | 159,500 | $13.9M | 1.76% |
| 23 | ABBVIE INC | ABBV | 69,375 | $12.9M | 1.63% |
| 24 | ALIGN TECHNOLOGY INC | ALGN | 66,500 | $12.6M | 1.59% |
| 25 | ROYALTY PHARMA PLC | RPRX | 344,000 | $12.4M | 1.57% |
| 26 | COOPER COS INC | 216648501 | 170,000 | $12.1M | 1.53% |
| 27 | JAZZ PHARMACEUTICALS PLC | JAZZ | 109,030 | $11.6M | 1.46% |
| 28 | HCA HEALTHCARE INC | HCA | 29,778 | $11.4M | 1.44% |
| 29 | PROCEPT BIOROBOTICS CORP | PRCT | 190,000 | $10.9M | 1.38% |
| 30 | THE CIGNA GROUP | 125523100 | 32,000 | $10.6M | 1.34% |
| 31 | AKERO THERAPEUTICS INC | 00973Y108 | 197,600 | $10.5M | 1.33% |
| 32 | VERONA PHARMA PLC | 925050106 | 106,500 | $10.1M | 1.27% |
| 33 | NATERA INC | NTRA | 57,500 | $9.7M | 1.23% |
| 34 | UNITED HEALTH GROUP INC | UNH | 30,430 | $9.5M | 1.20% |
| 35 | AXSOME THERAPEUTICS INC | AXSM | 90,800 | $9.5M | 1.20% |
| 36 | CARDINAL HEALTH INC | CAH | 55,000 | $9.2M | 1.17% |
| 37 | BIOMARIN PHARMACEUTICAL INC | BMRN | 149,650 | $8.2M | 1.04% |
| 38 | ABBOTT LABS | ABLZF | 58,500 | $8.0M | 1.01% |
| 39 | IONIS PHARMACEUTICALS INC | IONS | 182,000 | $7.2M | 0.91% |
| 40 | OSCAR HEALTH INC | OSCR | 312,092 | $6.7M | 0.85% |
| 41 | MOLINA HEALTHCARE INC | MOH | 22,200 | $6.6M | 0.84% |
| 42 | MERUS N V | N5749R100 | 116,000 | $6.1M | 0.77% |
| 43 | ALCON AG | ALC | 68,000 | $6.0M | 0.76% |
| 44 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 565,000 | $5.6M | 0.71% |
| 45 | PENUMBRA INC | PEN | 21,500 | $5.5M | 0.70% |
| 46 | CENTENE CORP DEL | CNC | 99,757 | $5.4M | 0.68% |
| 47 | SYNDAX PHARMACEUTICALS INC | SNDX | 574,000 | $5.4M | 0.68% |
| 48 | BRUKER CORP | BRKRP | 123,315 | $5.1M | 0.64% |
| 49 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,250,763 | $4.7M | 0.60% |
| 50 | ASTRANA HEALTH INC | ASTH | 190,000 | $4.7M | 0.60% |
| 51 | UNIVERSAL HLTH SVCS INC | 913903100 | 26,000 | $4.7M | 0.60% |
| 52 | STRYKER CORPORATION | SYK | 11,500 | $4.5M | 0.58% |
| 53 | THERMO FISHER SCIENTIFIC INC | TMO | 11,140 | $4.5M | 0.57% |
| 54 | ARCELLX INC | ACLX | 67,250 | $4.4M | 0.56% |
| 55 | EDWARDS LIFESCIENCES CORP | EW | 55,000 | $4.3M | 0.54% |
| 56 | TG THERAPEUTICS INC | TGTX | 115,000 | $4.1M | 0.52% |
| 57 | NUVALENT INC | NUVL | 52,500 | $4.0M | 0.51% |
| 58 | INSPIRE MED SYS INC | 457730109 | 30,500 | $4.0M | 0.50% |
| 59 | BIONTECH SE | BNTX | 35,870 | $3.8M | 0.48% |
| 60 | CYTOKINETICS INC | CYTK | 104,250 | $3.4M | 0.44% |
| 61 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 93,100 | $3.4M | 0.43% |
| 62 | MIRUM PHARMACEUTICALS INC | MIRM | 65,755 | $3.3M | 0.42% |
| 63 | STRUCTURE THERAPEUTICS INC | GPCR | 135,100 | $2.8M | 0.35% |
| 64 | RADNET INC | RDNT | 46,000 | $2.6M | 0.33% |
| 65 | VERICEL CORP | VCEL | 58,000 | $2.5M | 0.31% |
| 66 | REPLIGEN CORP | RGEN | 19,500 | $2.4M | 0.31% |
| 67 | LIVANOVA PLC | LIVN | 53,000 | $2.4M | 0.30% |
| 68 | DIANTHUS THERAPEUTICS INC | DNTH | 126,627 | $2.4M | 0.30% |
| 69 | VIKING THERAPEUTICS INC | VKTX | 85,000 | $2.3M | 0.28% |
| 70 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 45,000 | $2.1M | 0.27% |
| 71 | NURIX THERAPEUTICS INC | NRIX | 185,000 | $2.1M | 0.27% |
| 72 | PRIVIA HEALTH GROUP INC | PRVA | 91,189 | $2.1M | 0.27% |
| 73 | IQVIA HLDGS INC | IQV | 13,000 | $2.0M | 0.26% |
| 74 | KRYSTAL BIOTECH INC | KRYS | 12,750 | $1.8M | 0.22% |
| 75 | SUMMIT THERAPEUTICS INC | SMMT | 78,000 | $1.7M | 0.21% |
| 76 | APELLIS PHARMACEUTICALS INC | APLS | 93,250 | $1.6M | 0.20% |
| 77 | RELAY THERAPEUTICS INC | RLAY | 460,000 | $1.6M | 0.20% |
| 78 | BIOGEN INC | BIIB | 12,000 | $1.5M | 0.19% |
| 79 | KURA ONCOLOGY IN | KURA | 250,000 | $1.4M | 0.18% |
| 80 | DENALI THERAPEUTICS INC | DNLI | 100,000 | $1.4M | 0.18% |
| 81 | XENCOR INC | XNCR | 165,750 | $1.3M | 0.16% |
| 82 | DOXIMITY INC | DOCS | 21,000 | $1.3M | 0.16% |
| 83 | JANUX THERAPEUTICS INC | JANX | 55,127 | $1.3M | 0.16% |
| 84 | ALKERMES PLC | ALKS | 39,000 | $1.1M | 0.14% |
| 85 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 647,827 | $1.1M | 0.14% |
| 86 | ANNEXON INC | ANNX | 460,000 | $1.1M | 0.14% |
| 87 | XENON PHARMACEUTICALS INC | XENE | 35,000 | $1.1M | 0.14% |
| 88 | IMMUNOCORE HLDGS PLC | IMCR | 28,278 | $887,364 | 0.11% |
| 89 | BIO-TECHNE CORP | TECH | 15,000 | $771,750 | 0.10% |
| 90 | INMUNE BIO INC | INMB | 178,284 | $411,836 | 0.05% |