13F HOLDINGS REPORT
Rhenman & Partners Asset Management AB
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001213900-26-015821
Total Value
$1.07B
Positions
94
Other Managers
0
Confidential Omitted
No
Holdings (94)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REGENERON PHARMACEUTICALS | REGN | 61,400 | $47.4M | 4.43% |
| 2 | LILLY ELI & CO | LLY | 42,220 | $45.4M | 4.24% |
| 3 | BOSTON SCIENTIFIC CORP | BSX | 431,207 | $41.1M | 3.84% |
| 4 | MEDTRONIC PLC | MDT | 296,000 | $28.4M | 2.66% |
| 5 | INTUITIVE SURGICAL INC | ISRG | 48,000 | $27.2M | 2.54% |
| 6 | COOPER COS INC | 216648501 | 327,500 | $26.8M | 2.51% |
| 7 | CVS HEALTH CORP | CVS | 335,500 | $26.6M | 2.49% |
| 8 | ABBVIE INC | ABBV | 110,575 | $25.3M | 2.36% |
| 9 | GLAUKOS CORP | GKOS | 210,000 | $23.7M | 2.22% |
| 10 | DANAHER CORPORATION | 235851102 | 99,052 | $22.7M | 2.12% |
| 11 | CENCORA INC | COR | 63,375 | $21.4M | 2.00% |
| 12 | VERA THERAPEUTICS INC | VERA | 420,000 | $21.3M | 1.99% |
| 13 | MCKESSON CORP | MCK | 25,600 | $21.0M | 1.96% |
| 14 | AXSOME THERAPEUTICS INC | AXSM | 114,800 | $21.0M | 1.96% |
| 15 | ALIGNMENT HEALTHCARE INC | ALHC | 1,009,450 | $19.9M | 1.86% |
| 16 | INSMED INC | INSM | 113,585 | $19.8M | 1.85% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 33,640 | $19.5M | 1.82% |
| 18 | PROCEPT BIOROBOTICS CORP | PRCT | 611,000 | $19.2M | 1.80% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 45,675 | $18.2M | 1.70% |
| 20 | UNITED HEALTH GROUP INC | UNH | 54,900 | $18.1M | 1.69% |
| 21 | NEUROCRINE BIOSCIENCES INC | NBIX | 125,491 | $17.8M | 1.66% |
| 22 | INSULET CORP | PODD | 61,000 | $17.3M | 1.62% |
| 23 | DOXIMITY INC | DOCS | 372,750 | $16.5M | 1.54% |
| 24 | EDWARDS LIFESCIENCES CORP | EW | 193,500 | $16.5M | 1.54% |
| 25 | NUVALENT INC | NUVL | 163,350 | $16.4M | 1.54% |
| 26 | BIOGEN INC | BIIB | 92,350 | $16.3M | 1.52% |
| 27 | VERTEX PHARMACEUTICALS INC | VRTX | 34,255 | $15.5M | 1.45% |
| 28 | ENCOMPASS HEALTH CORP | EHC | 146,263 | $15.5M | 1.45% |
| 29 | GILEAD SCIENCES INC | GILD | 126,150 | $15.5M | 1.45% |
| 30 | ALIGN TECHNOLOGY INC | ALGN | 99,000 | $15.5M | 1.44% |
| 31 | TENET HEALTHCARE CORP | THC | 76,504 | $15.2M | 1.42% |
| 32 | BIOMARIN PHARMACEUTICAL INC | BMRN | 215,000 | $12.8M | 1.19% |
| 33 | JAZZ PHARMACEUTICALS PLC | JAZZ | 74,030 | $12.6M | 1.18% |
| 34 | IONIS PHARMACEUTICALS INC | IONS | 158,500 | $12.5M | 1.17% |
| 35 | AMGEN INC | AMGN | 36,000 | $11.8M | 1.10% |
| 36 | LIVANOVA PLC | LIVN | 190,000 | $11.7M | 1.09% |
| 37 | MADRIGAL PHARMACEUTICALS INC | MDGL | 19,550 | $11.4M | 1.06% |
| 38 | THE CIGNA GROUP | 125523100 | 38,650 | $10.6M | 0.99% |
| 39 | STRUCTURE THERAPEUTICS INC | GPCR | 147,600 | $10.3M | 0.96% |
| 40 | SYNDAX PHARMACEUTICALS INC | SNDX | 487,000 | $10.2M | 0.96% |
| 41 | NURIX THERAPEUTICS INC | NRIX | 537,500 | $10.2M | 0.95% |
| 42 | PENNANT GROUP INC | PNTG | 357,346 | $10.1M | 0.94% |
| 43 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 605,000 | $9.8M | 0.92% |
| 44 | PENUMBRA INC | PEN | 31,500 | $9.8M | 0.92% |
| 45 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 144,500 | $9.6M | 0.90% |
| 46 | APELLIS PHARMACEUTICALS INC | APLS | 374,450 | $9.4M | 0.88% |
| 47 | NATERA INC | NTRA | 40,500 | $9.3M | 0.87% |
| 48 | KURA ONCOLOGY IN | KURA | 872,000 | $9.1M | 0.85% |
| 49 | ARCELLX INC | ACLX | 133,500 | $8.7M | 0.81% |
| 50 | IDEAYA Biosciences Inc | IDYA | 250,000 | $8.6M | 0.81% |
| 51 | MIRUM PHARMACEUTICALS INC | MIRM | 106,255 | $8.4M | 0.78% |
| 52 | GUARDANT HEALTH INC | GH | 80,000 | $8.2M | 0.76% |
| 53 | ROYALTY PHARMA PLC | RPRX | 206,500 | $8.0M | 0.75% |
| 54 | BRIGHTSPRING HEALTH SVCS INC | 10950A106 | 198,000 | $7.4M | 0.69% |
| 55 | BRUKER CORP | BRKRP | 147,315 | $6.9M | 0.65% |
| 56 | STOKE THERAPEUTICS INC | STOK | 216,000 | $6.9M | 0.64% |
| 57 | BRIDGEBIO PHARMA INC | BBIO | 81,600 | $6.2M | 0.58% |
| 58 | XENON PHARMACEUTICALS INC | XENE | 139,000 | $6.2M | 0.58% |
| 59 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 1,238,625 | $6.2M | 0.58% |
| 60 | KRYSTAL BIOTECH INC | KRYS | 25,000 | $6.2M | 0.58% |
| 61 | IQVIA HLDGS INC | IQV | 26,500 | $6.0M | 0.56% |
| 62 | IMMUNOCORE HLDGS PLC | IMCR | 153,278 | $5.3M | 0.50% |
| 63 | ELEVANCE HEALTH INC | ELV | 15,000 | $5.3M | 0.49% |
| 64 | MINERALYS THERAPEUTICS INC | MLYS | 142,571 | $5.2M | 0.48% |
| 65 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 364,000 | $4.8M | 0.45% |
| 66 | CHARLES RIV LABS INTL INC | 159864107 | 22,000 | $4.4M | 0.41% |
| 67 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,595,327 | $4.4M | 0.41% |
| 68 | VERICEL CORP | VCEL | 117,000 | $4.2M | 0.39% |
| 69 | DIANTHUS THERAPEUTICS INC | DNTH | 98,627 | $4.1M | 0.38% |
| 70 | RELAY THERAPEUTICS INC | RLAY | 460,000 | $3.9M | 0.36% |
| 71 | RHYTHM PHARMACEUTICALS INC | RYTM | 35,000 | $3.7M | 0.35% |
| 72 | OSCAR HEALTH INC | OSCR | 260,000 | $3.7M | 0.35% |
| 73 | ALKERMES PLC | ALKS | 133,250 | $3.7M | 0.35% |
| 74 | RADNET INC | RDNT | 47,000 | $3.4M | 0.31% |
| 75 | INSPIRE MED SYS INC | 457730109 | 35,800 | $3.3M | 0.31% |
| 76 | OCULAR THERAPEUTIX INC | OCUL | 265,000 | $3.2M | 0.30% |
| 77 | ASCENDIS PHARMA A/S | ASND | 15,000 | $3.2M | 0.30% |
| 78 | JANUX THERAPEUTICS INC | JANX | 225,377 | $3.1M | 0.29% |
| 79 | PRIVIA HEALTH GROUP INC | PRVA | 125,000 | $3.0M | 0.28% |
| 80 | STEVANATO GROUP S P A | STVN | 147,025 | $3.0M | 0.28% |
| 81 | VIKING THERAPEUTICS INC | VKTX | 83,000 | $2.9M | 0.27% |
| 82 | CYTOKINETICS INC | CYTK | 44,375 | $2.8M | 0.26% |
| 83 | AGILENT TECHNOLOGIES INC | A | 20,000 | $2.7M | 0.25% |
| 84 | XENCOR INC | XNCR | 165,750 | $2.5M | 0.24% |
| 85 | CENTESSA PHARMACEUTICALS PLC | CNTA | 100,000 | $2.5M | 0.23% |
| 86 | TG THERAPEUTICS INC | TGTX | 73,250 | $2.2M | 0.20% |
| 87 | BIONTECH SE | BNTX | 20,870 | $2.0M | 0.19% |
| 88 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 7,000 | $1.9M | 0.18% |
| 89 | CENTENE CORP DEL | CNC | 46,231 | $1.9M | 0.18% |
| 90 | UNIQURE NV | QURE | 79,375 | $1.9M | 0.18% |
| 91 | DENALI THERAPEUTICS INC | DNLI | 100,000 | $1.7M | 0.15% |
| 92 | STERIS PLC | STE | 6,000 | $1.5M | 0.14% |
| 93 | IRHYTHM TECHNOLOGIES INC | IRTC | 7,000 | $1.2M | 0.12% |
| 94 | ALPHATEC HLDGS INC | ATEC | 20,000 | $420,800 | 0.04% |