13F HOLDINGS REPORT
HealthInvest Partners AB
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001381843-25-000006
Total Value
$233.7M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Eli Lilly & Co | LLY | 38,721 | $30.2M | 12.92% |
| 2 | AbbVie Inc | ABBV | 86,933 | $16.1M | 6.91% |
| 3 | Boston Scientific Corp | BSX | 126,185 | $13.6M | 5.80% |
| 4 | Neurocrine Biosciences Inc | NBIX | 88,392 | $11.1M | 4.75% |
| 5 | Merck & Co. Inc | MRK | 139,172 | $11.0M | 4.71% |
| 6 | Stryker Corporation | SYK | 27,466 | $10.9M | 4.65% |
| 7 | Vertex Pharmaceuticals Inc | VRTX | 24,328 | $10.8M | 4.64% |
| 8 | Intuitive Surgical Inc | ISRG | 18,559 | $10.1M | 4.32% |
| 9 | Thermo Fisher Scientific Corp | TMO | 24,266 | $9.8M | 4.21% |
| 10 | Cencora Inc | COR | 31,466 | $9.4M | 4.04% |
| 11 | Gilead Sciences Inc | GILD | 73,165 | $8.1M | 3.47% |
| 12 | Bridgebio Pharma Inc | BBIO | 165,480 | $7.1M | 3.06% |
| 13 | Amgen Inc | AMGN | 23,894 | $6.7M | 2.86% |
| 14 | Alkermes PLC | ALKS | 227,224 | $6.5M | 2.78% |
| 15 | BeiGene Ltd | BEIGF | 24,386 | $5.9M | 2.53% |
| 16 | Mirum Pharmaceuticals Inc | MIRM | 106,912 | $5.4M | 2.33% |
| 17 | UFP Technologies Inc | UFPT | 21,886 | $5.3M | 2.29% |
| 18 | Cardinal Health Inc | CAH | 26,797 | $4.5M | 1.93% |
| 19 | Edwards Lifesciences Corp | EW | 57,360 | $4.5M | 1.92% |
| 20 | VERONA PHARMA PLC - ADR | 925050106 | 47,100 | $4.5M | 1.91% |
| 21 | Dexcom Inc | DXCM | 50,872 | $4.4M | 1.90% |
| 22 | iRhythm Technologies Inc | IRTC | 25,302 | $3.9M | 1.67% |
| 23 | Soleno Therapeutics Inc | SLNO | 40,532 | $3.4M | 1.45% |
| 24 | Merus N.V. | N5749R100 | 59,889 | $3.2M | 1.35% |
| 25 | REVOLUTION Medicines Inc | RVMDW | 82,275 | $3.0M | 1.30% |
| 26 | NewAmsterdam Pharma Co NV | NAMSW | 157,223 | $2.8M | 1.22% |
| 27 | Krystal Biotech, Inc | KRYS | 20,158 | $2.8M | 1.19% |
| 28 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 86,274 | $2.7M | 1.17% |
| 29 | Autolus Therapeutics PLC | AUTL | 1,105,461 | $2.5M | 1.08% |
| 30 | Universal Health Services Inc | UNH | 13,727 | $2.5M | 1.06% |
| 31 | Mereo Biopharma Group PLC | MREO | 764,901 | $2.1M | 0.89% |
| 32 | Summit Therapeutics Inc | SMMT | 92,737 | $2.0M | 0.84% |
| 33 | Arcellx Inc | ACLX | 25,732 | $1.7M | 0.73% |
| 34 | BICARA THERAPEUTICS INC | BCAX | 147,380 | $1.4M | 0.59% |
| 35 | Disc medicine inc | IRON | 24,652 | $1.3M | 0.56% |
| 36 | Corbus Pharmaceuticals Holding | CRBP | 175,582 | $1.2M | 0.52% |
| 37 | Janux Therapeutics Inc | JANX | 49,820 | $1.2M | 0.49% |