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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001599882

Rhenman & Partners Asset Management AB

Stockholm, V7 · File #028-15944

Latest AUM
$1.07B
Positions
94
Top-10 Concentration
35.3%
Filings
13

Sector Allocation

Healthcare
91.2%$976.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1REGENERON PHARMACEUTICALSREGN61,400$47.4M5.32%
2LILLY ELI & COLLY42,220$45.4M5.10%
3BOSTON SCIENTIFIC CORPBSX431,207$41.1M4.62%
4MEDTRONIC PLCMDT296,000$28.4M3.19%
5INTUITIVE SURGICAL INCISRG48,000$27.2M3.05%
6COOPER COS INC216648501327,500$26.8M3.01%
7CVS HEALTH CORPCVS335,500$26.6M2.99%
8ABBVIE INCABBV110,575$25.3M2.84%
9GLAUKOS CORPGKOS210,000$23.7M2.66%
10DANAHER CORPORATION23585110299,052$22.7M2.55%
11CENCORA INCCOR63,375$21.4M2.40%
12VERA THERAPEUTICS INCVERA420,000$21.3M2.39%
13MCKESSON CORPMCK25,600$21.0M2.36%
14AXSOME THERAPEUTICS INCAXSM114,800$21.0M2.35%
15ALIGNMENT HEALTHCARE INCALHC1,009,450$19.9M2.24%
16INSMED INCINSM113,585$19.8M2.22%
17THERMO FISHER SCIENTIFIC INCTMO33,640$19.5M2.19%
18PROCEPT BIOROBOTICS CORPPRCT611,000$19.2M2.16%
19ALNYLAM PHARMACEUTICALS INCALNY45,675$18.2M2.04%
20UNITED HEALTH GROUP INCUNH54,900$18.1M2.04%