13F HOLDINGS REPORT
Rhenman & Partners Asset Management AB
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001213900-25-109534
Total Value
$903.7M
Positions
92
Other Managers
0
Confidential Omitted
No
Holdings (92)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOSTON SCIENTIFIC CORP | BSX | 438,000 | $42.8M | 4.73% |
| 2 | LILLY ELI & CO | LLY | 53,420 | $40.8M | 4.51% |
| 3 | ABBVIE INC | ABBV | 130,375 | $30.2M | 3.34% |
| 4 | DANAHER CORPORATION | 235851102 | 134,452 | $26.7M | 2.95% |
| 5 | ALIGNMENT HEALTHCARE INC | ALHC | 1,479,284 | $25.8M | 2.86% |
| 6 | INTUITIVE SURGICAL INC | ISRG | 48,500 | $21.7M | 2.40% |
| 7 | UNITED HEALTH GROUP INC | UNH | 62,530 | $21.6M | 2.39% |
| 8 | AXSOME THERAPEUTICS INC | AXSM | 172,800 | $21.0M | 2.32% |
| 9 | CVS HEALTH CORP | CVS | 277,362 | $20.9M | 2.31% |
| 10 | MCKESSON CORP | MCK | 26,600 | $20.5M | 2.27% |
| 11 | REGENERON PHARMACEUTICALS | REGN | 36,100 | $20.3M | 2.25% |
| 12 | IONIS PHARMACEUTICALS INC | IONS | 310,000 | $20.3M | 2.24% |
| 13 | MEDTRONIC PLC | MDT | 205,000 | $19.5M | 2.16% |
| 14 | CENCORA INC | COR | 62,375 | $19.5M | 2.16% |
| 15 | EXACT SCIENCES CORP | 30063P105 | 348,000 | $19.0M | 2.11% |
| 16 | INSMED INC | INSM | 131,885 | $19.0M | 2.10% |
| 17 | GLAUKOS CORP | GKOS | 230,000 | $18.8M | 2.08% |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 46,955 | $18.4M | 2.03% |
| 19 | INSULET CORP | PODD | 58,000 | $17.9M | 1.98% |
| 20 | COOPER COS INC | 216648501 | 237,000 | $16.2M | 1.80% |
| 21 | NEUROCRINE BIOSCIENCES INC | NBIX | 114,717 | $16.1M | 1.78% |
| 22 | ENCOMPASS HEALTH CORP | EHC | 119,400 | $15.2M | 1.68% |
| 23 | CARDINAL HEALTH INC | CAH | 94,000 | $14.8M | 1.63% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 30,040 | $14.6M | 1.61% |
| 25 | ALNYLAM PHARMACEUTICALS INC | ALNY | 31,875 | $14.5M | 1.61% |
| 26 | CYTOKINETICS INC | CYTK | 255,250 | $14.0M | 1.55% |
| 27 | PROCEPT BIOROBOTICS CORP | PRCT | 390,000 | $13.9M | 1.54% |
| 28 | THE CIGNA GROUP | 125523100 | 46,500 | $13.4M | 1.48% |
| 29 | ABBOTT LABS | ABLZF | 98,500 | $13.2M | 1.46% |
| 30 | JAZZ PHARMACEUTICALS PLC | JAZZ | 95,030 | $12.5M | 1.39% |
| 31 | EDWARDS LIFESCIENCES CORP | EW | 155,000 | $12.1M | 1.33% |
| 32 | TENET HEALTHCARE CORP | THC | 58,429 | $11.9M | 1.31% |
| 33 | AKERO THERAPEUTICS INC | 00973Y108 | 230,600 | $10.9M | 1.21% |
| 34 | ALIGN TECHNOLOGY INC | ALGN | 83,000 | $10.4M | 1.15% |
| 35 | BIOMARIN PHARMACEUTICAL INC | BMRN | 186,650 | $10.1M | 1.12% |
| 36 | DOXIMITY INC | DOCS | 136,000 | $9.9M | 1.10% |
| 37 | ROYALTY PHARMA PLC | RPRX | 258,500 | $9.1M | 1.01% |
| 38 | GILEAD SCIENCES INC | GILD | 80,150 | $8.9M | 0.98% |
| 39 | SYNDAX PHARMACEUTICALS INC | SNDX | 574,000 | $8.8M | 0.98% |
| 40 | MADRIGAL PHARMACEUTICALS INC | MDGL | 18,250 | $8.4M | 0.93% |
| 41 | BIOGEN INC | BIIB | 55,000 | $7.7M | 0.85% |
| 42 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 772,000 | $7.7M | 0.85% |
| 43 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 495,000 | $7.4M | 0.82% |
| 44 | ELEVANCE HEALTH INC | ELV | 22,500 | $7.3M | 0.80% |
| 45 | DIANTHUS THERAPEUTICS INC | DNTH | 173,627 | $6.8M | 0.76% |
| 46 | MINERALYS THERAPEUTICS INC | MLYS | 165,000 | $6.3M | 0.69% |
| 47 | CENTENE CORP DEL | CNC | 170,000 | $6.1M | 0.67% |
| 48 | STOKE THERAPEUTICS INC | STOK | 250,000 | $5.9M | 0.65% |
| 49 | VIKING THERAPEUTICS INC | VKTX | 216,288 | $5.7M | 0.63% |
| 50 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,250,763 | $5.6M | 0.62% |
| 51 | ARCELLX INC | ACLX | 65,250 | $5.4M | 0.59% |
| 52 | APELLIS PHARMACEUTICALS INC | APLS | 232,250 | $5.3M | 0.58% |
| 53 | PENUMBRA INC | PEN | 20,500 | $5.2M | 0.57% |
| 54 | STRUCTURE THERAPEUTICS INC | GPCR | 180,100 | $5.0M | 0.56% |
| 55 | MERUS N V | N5749R100 | 53,500 | $5.0M | 0.56% |
| 56 | BRUKER CORP | BRKRP | 154,315 | $5.0M | 0.55% |
| 57 | NATERA INC | NTRA | 31,000 | $5.0M | 0.55% |
| 58 | PRIVIA HEALTH GROUP INC | PRVA | 194,189 | $4.8M | 0.54% |
| 59 | NUVALENT INC | NUVL | 52,500 | $4.5M | 0.50% |
| 60 | INSPIRE MED SYS INC | 457730109 | 61,000 | $4.5M | 0.50% |
| 61 | KURA ONCOLOGY IN | KURA | 490,000 | $4.3M | 0.48% |
| 62 | MIRUM PHARMACEUTICALS INC | MIRM | 56,255 | $4.1M | 0.46% |
| 63 | RADNET INC | RDNT | 50,000 | $3.8M | 0.42% |
| 64 | VERA THERAPEUTICS INC | VERA | 130,000 | $3.8M | 0.42% |
| 65 | IQVIA HLDGS INC | IQV | 19,500 | $3.7M | 0.41% |
| 66 | VERICEL CORP | VCEL | 117,000 | $3.7M | 0.41% |
| 67 | ULTRAGENYX PHARMACEUTICAL INC | RARE | 119,400 | $3.6M | 0.40% |
| 68 | BIONTECH SE | BNTX | 35,870 | $3.5M | 0.39% |
| 69 | RHYTHM PHARMACEUTICALS INC | RYTM | 35,000 | $3.5M | 0.39% |
| 70 | TG THERAPEUTICS INC | TGTX | 93,000 | $3.4M | 0.37% |
| 71 | UNITED THERAPEUTICS CORP DEL | UTHR | 8,000 | $3.4M | 0.37% |
| 72 | XENON PHARMACEUTICALS INC | XENE | 81,000 | $3.3M | 0.36% |
| 73 | NURIX THERAPEUTICS INC | NRIX | 347,500 | $3.2M | 0.36% |
| 74 | GUARDANT HEALTH INC | GH | 50,000 | $3.1M | 0.35% |
| 75 | ALKERMES PLC | ALKS | 94,000 | $2.8M | 0.31% |
| 76 | LIVANOVA PLC | LIVN | 53,000 | $2.8M | 0.31% |
| 77 | ANNEXON INC | ANNX | 823,000 | $2.5M | 0.28% |
| 78 | UNIVERSAL HLTH SVCS INC | 913903100 | 12,000 | $2.5M | 0.27% |
| 79 | JANUX THERAPEUTICS INC | JANX | 100,127 | $2.4M | 0.27% |
| 80 | RELAY THERAPEUTICS INC | RLAY | 460,000 | $2.4M | 0.27% |
| 81 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,097,827 | $2.4M | 0.26% |
| 82 | OCULAR THERAPEUTIX INC | OCUL | 202,000 | $2.4M | 0.26% |
| 83 | KRYSTAL BIOTECH INC | KRYS | 11,750 | $2.1M | 0.23% |
| 84 | XENCOR INC | XNCR | 165,750 | $1.9M | 0.22% |
| 85 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 60,000 | $1.8M | 0.20% |
| 86 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 207,000 | $1.5M | 0.16% |
| 87 | DENALI THERAPEUTICS INC | DNLI | 100,000 | $1.5M | 0.16% |
| 88 | STEVANATO GROUP S P A | STVN | 51,000 | $1.3M | 0.15% |
| 89 | IRHYTHM TECHNOLOGIES INC | IRTC | 7,000 | $1.2M | 0.13% |
| 90 | IMMUNOCORE HLDGS PLC | IMCR | 28,278 | $1.0M | 0.11% |
| 91 | BIO-TECHNE CORP | TECH | 15,000 | $834,450 | 0.09% |
| 92 | ALPHATEC HLDGS INC | ATEC | 18,000 | $261,720 | 0.03% |