Funds › Rhenman & Partners Asset Management AB
Rhenman & Partners Asset Management AB
13F for Q3 2026, filed Nov 12, 2026. 93 positions worth $902.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$902.9M
−$156.5M (14.8%) vs Q2 2026
Positions
93
99 in Q2 2026
Top 10 share
30.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | IOVA Iovance Biotherapeutics, Inc. | 2.50M | $37.1M | 4.1% | +46.8% | 13F ↗ |
| 2 | AZN AstraZeneca PLC | 185,000 | $30.3M | 3.4% | +22.1% | 13F ↗ |
| 3 | MRK Merck & Company, Inc. | 206,900 | $30.1M | 3.3% | -3.1% | 13F ↗ |
| 4 | MDT Medtronic plc. | 340,000 | $29.3M | 3.2% | +134% | 13F ↗ |
| 5 | UNH UnitedHealth Group Incorporated | 71,400 | $26.2M | 2.9% | -23.7% | 13F ↗ |
| 6 | VRTX Vertex Pharmaceuticals Incorporated | 48,935 | $25.6M | 2.8% | +59.5% | 13F ↗ |
| 7 | GILD Gilead Sciences, Inc. | 159,050 | $23.7M | 2.6% | -10.8% | 13F ↗ |
| 8 | EW Edwards Lifesciences Corporation | 273,000 | $23.6M | 2.6% | +5.0% | 13F ↗ |
| 9 | BMRN BioMarin Pharmaceutical Inc. | 386,900 | $23.2M | 2.6% | +33.2% | 13F ↗ |
| 10 | BIIB Biogen Inc. | 97,050 | $21.9M | 2.4% | +2.3% | 13F ↗ |
| 11 | LLY Eli Lilly and Company | 18,875 | $21.8M | 2.4% | -15.4% | 13F ↗ |
| 12 | INSM Insmed Incorporated · Com Par $.01 | 187,080 | $21.4M | 2.4% | +23.1% | 13F ↗ |
| 13 | CVS CVS Health Corporation | 220,374 | $18.9M | 2.1% | -21.1% | 13F ↗ |
| 14 | COR Cencora, Inc. | 62,478 | $18.8M | 2.1% | +33.6% | 13F ↗ |
| 15 | AXSM Axsome Therapeutics, Inc. | 97,735 | $18.0M | 2.0% | +55.0% | 13F ↗ |
| 16 | ABBV AbbVie Inc. | 61,625 | $16.1M | 1.8% | -36.3% | 13F ↗ |
| 17 | JAZZ Jazz Pharmaceuticals plc | 67,825 | $15.7M | 1.7% | -22.4% | 13F ↗ |
| 18 | JNJ Johnson & Johnson | 58,500 | $15.5M | 1.7% | -19.3% | 13F ↗ |
| 19 | MCK McKesson Corporation | 17,850 | $15.2M | 1.7% | +7.9% | 13F ↗ |
| 20 | DHR Danaher Corporation | 68,461 | $15.2M | 1.7% | -14.7% | 13F ↗ |
| 21 | CNC Centene Corporation | 237,481 | $14.8M | 1.6% | -2.7% | 13F ↗ |
| 22 | REGN Regeneron Pharmaceuticals, Inc. | 19,340 | $14.7M | 1.6% | -29.4% | 13F ↗ |
| 23 | CRL Charles River Laboratories International, Inc. | 46,800 | $13.8M | 1.5% | -18.2% | 13F ↗ |
| 24 | BSX Boston Scientific Corporation | 315,000 | $13.7M | 1.5% | -30.1% | 13F ↗ |
| 25 | ISRG Intuitive Surgical, Inc. | 33,500 | $13.6M | 1.5% | -2.9% | 13F ↗ |
| 26 | GH Guardant Health, Inc. | 76,250 | $13.6M | 1.5% | -33.7% | 13F ↗ |
| 27 | THC Tenet Healthcare Corporation | 52,787 | $13.5M | 1.5% | -38.0% | 13F ↗ |
| 28 | A Agilent Technologies, Inc. | 78,000 | $13.4M | 1.5% | +4.0% | 13F ↗ |
| 29 | ALKS Alkermes plc | 302,640 | $12.3M | 1.4% | +63.4% | 13F ↗ |
| 30 | AVR Anteris Technologies Global Corp. | 1.54M | $12.0M | 1.3% | Unchanged | 13F ↗ |
| 31 | NBIX Neurocrine Biosciences, Inc. | 81,291 | $11.5M | 1.3% | -5.3% | 13F ↗ |
| 32 | ALHC Alignment Healthcare, Inc. | 1.38M | $11.3M | 1.2% | +38.4% | 13F ↗ |
| 33 | BTSG BrightSpring Health Services, Inc. | 192,896 | $10.9M | 1.2% | +16.3% | 13F ↗ |
| 34 | LIVN LivaNova PLC | 140,004 | $10.7M | 1.2% | -14.6% | 13F ↗ |
| 35 | TMO Thermo Fisher Scientific Inc | 15,563 | $10.5M | 1.2% | -50.7% | 13F ↗ |
| 36 | NRIX Nurix Therapeutics, Inc. | 439,500 | $10.4M | 1.2% | -35.8% | 13F ↗ |
| 37 | UTHR United Therapeutics Corporation | 19,150 | $10.4M | 1.1% | New | 13F ↗ |
| 38 | COO The Cooper Companies, Inc. | 181,500 | $10.3M | 1.1% | +236% | 13F ↗ |
| 39 | PRCT PROCEPT BioRobotics Corporation | 535,000 | $9.7M | 1.1% | +55.1% | 13F ↗ |
| 40 | PNTG The Pennant Group, Inc. | 236,499 | $9.2M | 1.0% | -36.3% | 13F ↗ |
| 41 | ERAS Erasca, Inc. | 608,750 | $8.9M | 1.0% | +74.4% | 13F ↗ |
| 42 | RPRX Royalty Pharma plc | 141,000 | $8.2M | 0.9% | -28.4% | 13F ↗ |
| 43 | EHC Encompass Health Corporation | 66,263 | $8.1M | 0.9% | -10.8% | 13F ↗ |
| 44 | MIRM Mirum Pharmaceuticals, Inc. | 91,855 | $7.9M | 0.9% | -34.0% | 13F ↗ |
| 45 | VERA Vera Therapeutics, Inc. | 242,500 | $7.8M | 0.9% | New | 13F ↗ |
| 46 | ARWR Arrowhead Pharmaceuticals, Inc. | 112,500 | $7.4M | 0.8% | -12.1% | 13F ↗ |
| 47 | SYRE Spyre Therapeutics, Inc. | 78,600 | $7.0M | 0.8% | -34.1% | 13F ↗ |
| 48 | OSCR Oscar Health, Inc. | 220,000 | $6.8M | 0.8% | -43.9% | 13F ↗ |
| 49 | CYTK Cytokinetics, Incorporated | 102,800 | $6.8M | 0.8% | New | 13F ↗ |
| 50 | STVN Stevanato Group S.p.A. | 316,838 | $6.6M | 0.7% | +3.6% | 13F ↗ |
Showing the top 50 of 93 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 27 added to, 49 trimmed, 21 exited, 2 unchanged. By estimated dollars.
New positions (15)
| UTHR United Therapeutics Corporation | 19,150 | New | $10.4M |
| VERA Vera Therapeutics, Inc. | 242,500 | New | $7.8M |
| CYTK Cytokinetics, Incorporated | 102,800 | New | $6.8M |
| HUM Humana Inc. | 17,000 | New | $6.5M |
| SMMT Summit Therapeutics Inc. | 215,000 | New | $3.6M |
| ROIV Roivant Sciences Ltd. | 82,500 | New | $3.0M |
| INNV InnovAge Holding Corp. | 279,000 | New | $2.5M |
| ADPT Adaptive Biotechnologies Corporation | 72,500 | New | $2.1M |
| RYTM Rhythm Pharmaceuticals, Inc. | 19,000 | New | $1.8M |
| TNGX Tango Therapeutics, Inc. | 60,000 | New | $1.5M |
Added to (27)
| MDT Medtronic plc. | 340,000 | +134% | $16.8M |
| IOVA Iovance Biotherapeutics, Inc. | 2.50M | +46.8% | $11.8M |
| VRTX Vertex Pharmaceuticals Incorporated | 48,935 | +59.5% | $9.5M |
| COO The Cooper Companies, Inc. | 181,500 | +236% | $7.2M |
| AXSM Axsome Therapeutics, Inc. | 97,735 | +55.0% | $6.4M |
| BMRN BioMarin Pharmaceutical Inc. | 386,900 | +33.2% | $5.8M |
| AZN AstraZeneca PLC | 185,000 | +22.1% | $5.5M |
| TGTX TG Therapeutics, Inc. | 90,500 | +1710% | $4.8M |
| ALKS Alkermes plc | 302,640 | +63.4% | $4.8M |
| COR Cencora, Inc. | 62,478 | +33.6% | $4.7M |
Trimmed (49)
| SYK Stryker Corporation | 1,000 | -98.5% | -$17.6M |
| GKOS Glaukos Corporation | 22,000 | -81.5% | -$15.9M |
| TMO Thermo Fisher Scientific Inc | 15,563 | -50.7% | -$10.8M |
| ABBV AbbVie Inc. | 61,625 | -36.3% | -$9.2M |
| THC Tenet Healthcare Corporation | 52,787 | -38.0% | -$8.3M |
| UNH UnitedHealth Group Incorporated | 71,400 | -23.7% | -$8.1M |
| IDYA IDEAYA Biosciences, Inc. | 140,185 | -59.2% | -$7.8M |
| DXCM DexCom, Inc. | 73,000 | -54.4% | -$7.5M |
| GH Guardant Health, Inc. | 76,250 | -33.7% | -$6.9M |
| REGN Regeneron Pharmaceuticals, Inc. | 19,340 | -29.4% | -$6.1M |
Exited (21)
| NTRA Natera, Inc. | 61,050 | Exited | -$16.6M |
| ELV Elevance Health, Inc. | 34,900 | Exited | -$13.5M |
| MLYS Mineralys Therapeutics, Inc. | 416,371 | Exited | -$11.2M |
| ALGN Align Technology, Inc. | 63,000 | Exited | -$10.6M |
| MLTX MoonLake Immunotherapeutics | 384,800 | Exited | -$7.5M |
| CAH Cardinal Health, Inc. | 22,500 | Exited | -$5.3M |
| MOH Molina Healthcare Inc | 21,857 | Exited | -$5.0M |
| VKTX Viking Therapeutics, Inc. | 128,000 | Exited | -$5.0M |
| CI The Cigna Group | 17,400 | Exited | -$4.8M |
| IONS Ionis Pharmaceuticals, Inc. | 59,900 | Exited | -$4.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 93 | $902.9M | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 99 | $1.1B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 86 | $810.5M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 94 | $1.1B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 92 | $903.7M | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 90 | $791.0M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 94 | $870.0M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer