Rhenman & Partners Asset Management Ab

Investment Portfolio & 13F Holdings Analysis

About

Rhenman & Partners Asset Management AB is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 94 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "AKRO",
  "NUVL",
  "AXSM",
  "RGEN",
  "ALKS",
  "INSM",
  "KRYS",
  "INSP",
  "JAZZ",
  "ALHC",
  "EXAS",
  "HUM",
  "ABT",
  "ABBV",
  "TGTX",
  "APLS",
  "PRCT",
  "ALNY",
  "BSX",
  "DVAX",
  "EHC",
  "PRVA",
  "ARVN",
  "ANNX",
  "GPCR",
  "RLAY",
  "MIRM",
  "NRIX",
  "SNDX",
  "GILD",
  "JANX",
  "AVR",
  "GERN",
  "OSCR",
  "ISRG",
  "NBIX",
  "INMB",
  "IQV",
  "IONS",
  "IOVA",
  "PODD",
  "MDT",
  "ESPR",
  "IDYA",
  "ICLR",
  "UNH",
  "MRK",
  "AMGN",
  "REGN",
  "CI",
  "TMO",
  "MLTX",
  null,
  "ACLX",
  "GKOS",
  "VRTX",
  null,
  "MEDP",
  "PEN",
  "ALGN",
  "THC",
  "NTRA",
  "IMCR",
  "KURA",
  "HCA",
  "VRNA",
  "VKTX",
  "VIR",
  "XENE",
  "XNCR",
  "BIIB",
  "MOH",
  "RARE",
  "RPRX",
  "IMVT",
  "ZBH",
  "MCK",
  "AVTR",
  "BDX",
  "BNTX",
  "BMRN",
  "BMY",
  "BRKR",
  "CNC",
  "COO",
  "CVS",
  "DHR",
  "CYTK",
  "DNLI",
  "DNTH",
  "DXCM",
  "ELV",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 94
Total Value: 869997756
Accession Number: 0001213900-25-042939
Form Type: 13F-HR
CIK: rhenman--partners-asset-management-ab
Manager Name: Rhenman--Partners-Asset-Management-Ab

Data Enrichment

98% identified

92 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $869,997.756K total value

94 positions

Manager:

SEC FilingSEC DataHachi Filing

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UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:77.4K

Value:$40.6M

ELI LILLY & Co

LLY|532457108

Shares:41.8K

Value:$34.5M

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:66.8K

Value:$32.4M

MCKESSON CORP

MCK|58155Q103

Shares:47.2K

Value:$31.8M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:300.0K

Value:$30.3M

GLAUKOS Corp

GKOS|377322102

Shares:270.0K

Value:$26.6M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:233.5K

Value:$26.2M

PROCEPT BioRobotics Corp

PRCT|74276L105

Shares:448.0K

Value:$26.1M

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:51.5K

Value:$25.5M

Alignment Healthcare, Inc.

ALHC|01625V104

Shares:1.3M

Value:$24.9M

Medtronic plc

MDT|G5960L103

Shares:255.0K

Value:$22.9M

MOLINA HEALTHCARE, INC.

MOH|60855R100

Shares:68.2K

Value:$22.5M

Elevance Health, Inc.

ELV|036752103

Shares:49.0K

Value:$21.3M

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:31.8K

Value:$20.1M

COOPER COMPANIES, INC.

COO|216648501

Shares:236.0K

Value:$19.9M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:325.0K

Value:$19.8M

Natera, Inc.

NTRA|632307104

Shares:138.5K

Value:$19.6M

EXACT SCIENCES CORP

EXAS|30063P105

Shares:440.0K

Value:$19.0M

BIOMARIN PHARMACEUTICAL INC

BMRN|09061G101

Shares:265.0K

Value:$18.7M

AbbVie Inc.

ABBV|00287Y109

Shares:88.7K

Value:$18.6M

Instrument	Shares		Other Manager	Value
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	77.4K	QoQ +27.92% (+16.9K) YoY +91.18% (+36.9K)	All Managers (Combined)	$40.6M	QoQ +32.44% (+$9.9M) YoY +102.41% (+$20.5M)
ELI LILLY & Co(LLYcusip532457108)	41.8K	QoQ -8.14% (-3.7K) YoY -22.93% (-12.4K)	All Managers (Combined)	$34.5M	QoQ -1.72% (-$605.7K) YoY -18.18% (-$7.7M)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	66.8K	QoQ +33.50% (+16.8K) YoY +18.14% (+10.3K)	All Managers (Combined)	$32.4M	QoQ +60.72% (+$12.2M) YoY +37.02% (+$8.7M)
MCKESSON CORP(MCKcusip58155Q103)	47.2K	QoQ +38.39% (+13.1K) YoY +7.31% (+3.2K)	All Managers (Combined)	$31.8M	QoQ +63.42% (+$12.3M) YoY +34.52% (+$8.2M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	300.0K	QoQ -32.43% (-144.0K) YoY -48.45% (-282.0K)	All Managers (Combined)	$30.3M	QoQ -23.68% (-$9.4M) YoY -24.07% (-$9.6M)
GLAUKOS Corp(GKOScusip377322102)	270.0K	QoQ +639.09% (+233.5K) YoY +900.00% (+243.0K)	All Managers (Combined)	$26.6M	QoQ +385.14% (+$21.1M) YoY +943.80% (+$24.0M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	233.5K	QoQ -8.61% (-22.0K) YoY +83.85% (+106.5K)	All Managers (Combined)	$26.2M	QoQ +10.86% (-$2.6M) YoY +181.24% (+$16.9M)
PROCEPT BioRobotics Corp(PRCTcusip74276L105)	448.0K	QoQ +6.57% (-27.7K) YoY -8.02% (-39.1K)	All Managers (Combined)	$26.1M	QoQ -22.88% (-$7.7M) YoY +8.43% (-$2.0M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	51.5K	QoQ -19.53% (-12.5K) YoY +1.98% (+1.0K)	All Managers (Combined)	$25.5M	QoQ -23.64% (-$7.9M) YoY +26.55% (+$5.4M)
Alignment Healthcare, Inc.(ALHCcusip01625V104)	1.3M	QoQ -24.06% (-423.9K) YoY -33.88% (-685.5K)	All Managers (Combined)	$24.9M	QoQ +25.67% (-$5.1M) YoY +148.18% (-$14.9M)
Medtronic plc(MDTcusipG5960L103)	255.0K	QoQ -5.38% (-14.5K) YoY -21.53% (-70.0K)	All Managers (Combined)	$22.9M	QoQ +6.44% (-$1.4M) YoY -19.09% (-$5.4M)
MOLINA HEALTHCARE, INC.(MOHcusip60855R100)	68.2K	QoQ +99.41% (+34.0K) YoY NEW(+68.2K)	All Managers (Combined)	$22.5M	QoQ +125.68% (+$12.5M) YoY NEW(+$22.5M)
Elevance Health, Inc.(ELVcusip036752103)	49.0K	QoQ +111.44% (+25.8K) YoY -29.56% (-20.6K)	All Managers (Combined)	$21.3M	QoQ +149.31% (+$12.8M) YoY -40.92% (-$14.7M)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	31.8K	QoQ -26.93% (-11.7K) YoY -7.43% (-2.5K)	All Managers (Combined)	$20.1M	QoQ -34.94% (-$10.8M) YoY -39.00% (-$12.9M)
COOPER COMPANIES, INC.(COOcusip216648501)	236.0K	QoQ +105.21% (+121.0K) YoY -21.59% (-65.0K)	All Managers (Combined)	$19.9M	QoQ +88.29% (+$9.3M) YoY -34.81% (-$10.6M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	325.0K	QoQ NEW(+325.0K) YoY NEW(+325.0K)	All Managers (Combined)	$19.8M	QoQ NEW(+$19.8M) YoY NEW(+$19.8M)
Natera, Inc.(NTRAcusip632307104)	138.5K	QoQ +12.22% (+15.1K) YoY -42.29% (-101.5K)	All Managers (Combined)	$19.6M	QoQ +0.25% (+$49.5K) YoY -10.77% (-$2.4M)
EXACT SCIENCES CORP(EXAScusip30063P105)	440.0K	QoQ -6.58% (-31.0K) YoY +207.69% (+297.0K)	All Managers (Combined)	$19.0M	QoQ -28.02% (-$7.4M) YoY +92.87% (+$9.2M)
BIOMARIN PHARMACEUTICAL INC(BMRNcusip09061G101)	265.0K	QoQ +5.73% (+14.4K) YoY +11.57% (-27.5K)	All Managers (Combined)	$18.7M	QoQ +13.71% (+$2.3M) YoY -9.69% (-$2.0M)
AbbVie Inc.(ABBVcusip00287Y109)	88.7K	QoQ -28.59% (-35.5K) YoY -53.21% (-100.8K)	All Managers (Combined)	$18.6M	QoQ -15.80% (-$3.5M) YoY -46.17% (-$15.9M)