Rhenman & Partners Asset Management AB
Rhenman & Partners Asset Management AB reported 99 US-listed holdings worth $1.06 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: UnitedHealth Group Inc. (3.7%), CVS Health Corp. (2.7%) and AstraZeneca PLC (2.7%). Against the quarter before, it opened 21 positions, added to 41, trimmed 34 and sold out of 8.
Reported holdings$1.06B+30.7% on Q1 2026
Positions99+13 on Q1 2026
The largest ten25.1%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
OpenedAdded toTrimmed
The 14 largest of its 99 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 21Added 41Held 3Trimmed 34Sold out 8
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 21
- AstraZeneca PLC AZN$28.5 million
- Merck & Co., Inc. MRK$27.4 million
- Johnson & Johnson JNJ$18.4 million
- Centene Corp. CNC$15.7 million
- Dexcom Inc. DXCM$10.8 million
- Spyre Therapeutics Inc. SYRE$10.6 million
- Oruka Therapeutics Inc. ORKA$7.6 million
- Erasca Inc. ERAS$6.4 million
and 13 more in the table below
Added to 41
- UnitedHealth Group Inc. UNH+48,100 shares · +106%
- Danaher Corp. DHR+62,200 shares · +345%
- Align Technology Inc. ALGN+55,500 shares · +740%
- Nurix Therapeutics Inc. NRIX+370,750 shares · +118%
- Edwards Lifesciences Corp. EW+97,000 shares · +60%
- BrightSpring Health Services, Inc. BTSG+115,896 shares · +232%
- Charles River Laboratories International, Inc. CRL+31,200 shares · +120%
- Agilent Technologies, Inc. A+50,000 shares · +200%
and 33 more in the table below
Trimmed 34
- Eli Lilly & Co. LLY-11,400 shares · -34%
- Regeneron Pharmaceuticals, Inc. REGN-20,710 shares · -43%
- Veeva Systems Inc. VEEV-68,000 shares · -80%
- Madrigal Pharmaceuticals Inc. MDGL-16,000 shares · -67%
- Oscar Health Inc. Class A OSCR-268,000 shares · -41%
- Boston Scientific Corp. BSX-174,500 shares · -28%
- Vertex Pharmaceuticals Inc. VRTX-12,800 shares · -29%
- CVS Health Corp. CVS-57,126 shares · -17%
and 26 more in the table below
Sold out of 8
- Adaptive Biotechnologies Corporation ADPT$10.0 million last quarter
- IQVIA Holdings Inc. IQV$9.0 million last quarter
- Nuvalent Inc. NUVL$8.3 million last quarter
- Apogee Therapeutics Inc. APGE$6.3 million last quarter
- Ascendis Pharma A/s ASND$3.4 million last quarter
- Esperion Therapeutics Inc. Ne ESPR$2.7 million last quarter
- Immunocore Hldgs PLC IMCR$2.6 million last quarter
- Compass Therapeutics Inc. CMPX$608,948 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| UnitedHealth Group Inc. UNH | 93,600 | $38.9 million | 3.67% | +48,100 |
| CVS Health Corp. CVS | 279,374 | $28.9 million | 2.73% | -57,126 |
| AstraZeneca PLC AZN | 151,500 | $28.5 million | 2.69% | new |
| Merck & Co., Inc. MRK | 213,500 | $27.4 million | 2.59% | new |
| Eli Lilly & Co. LLY | 22,315 | $26.8 million | 2.53% | -11,400 |
| AbbVie Inc. ABBV | 96,775 | $24.4 million | 2.30% | +25,200 |
| Alignment Healthcare, Inc. ALHC | 997,083 | $23.7 million | 2.24% | -56,367 |
| Edwards Lifesciences Corp. EW | 260,000 | $23.5 million | 2.22% | +97,000 |
| Gilead Sciences, Inc. GILD | 178,250 | $22.5 million | 2.13% | +10,500 |
| Jazz Pharmaceuticals plc JAZZ | 87,440 | $21.1 million | 1.99% | +11,550 |
| Biogen Inc. BIIB | 94,850 | $20.5 million | 1.93% | -14,250 |
| Stryker Corp. SYK | 65,000 | $20.5 million | 1.93% | +17,200 |
| Boston Scientific Corp. BSX | 450,500 | $19.2 million | 1.81% | -174,500 |
| Johnson & Johnson JNJ | 72,500 | $18.4 million | 1.74% | new |
| Guardant Health Inc. GH | 115,000 | $17.3 million | 1.63% | -30,000 |
| Regeneron Pharmaceuticals, Inc. REGN | 27,390 | $17.1 million | 1.61% | -20,710 |
| Glaukos Corp. GKOS | 119,000 | $16.6 million | 1.57% | +35,000 |
| Biomarin Pharmaceutical Inc. BMRN | 290,500 | $16.6 million | 1.57% | +83,500 |
| Nurix Therapeutics Inc. NRIX | 684,250 | $16.6 million | 1.57% | +370,750 |
| Natera Inc Com NTRA | 61,050 | $16.6 million | 1.56% | +9,450 |
| Mirum Pharmaceuticals Inc. MIRM | 139,205 | $16.3 million | 1.54% | +46,600 |
| Insmed Inc. INSM | 151,960 | $16.2 million | 1.53% | -7,800 |
| Tenet Healthcare Corp. THC | 85,200 | $15.9 million | 1.50% | +31,200 |
| Thermo Fisher Scientific Inc. TMO | 31,580 | $15.8 million | 1.49% | -9,760 |
| Centene Corp. CNC | 244,000 | $15.7 million | 1.48% | new |
| Axsome Therapeutics Inc. AXSM | 63,050 | $15.4 million | 1.46% | -750 |
| Danaher Corp. DHR | 80,252 | $15.3 million | 1.44% | +62,200 |
| Vertex Pharmaceuticals Inc. VRTX | 30,685 | $15.2 million | 1.44% | -12,800 |
| Anteris Technologies Global AVR | 1,538,625 | $15.2 million | 1.43% | +100,000 |
| Neurocrine Biosciences Inc. NBIX | 85,841 | $14.5 million | 1.37% | -15,000 |
| Pennant Group Inc. PNTG | 371,471 | $13.7 million | 1.30% | +96,072 |
| Intuitive Surgical Inc. ISRG | 34,500 | $13.7 million | 1.30% | -2,346 |
| Elevance Health, Inc. ELV | 34,900 | $13.5 million | 1.27% | +2,600 |
| LivaNova plc LIVN | 164,000 | $13.5 million | 1.27% | +9,000 |
| Cencora, Inc. COR | 46,778 | $13.2 million | 1.25% | -5,597 |
| Charles River Laboratories International, Inc. CRL | 57,200 | $13.0 million | 1.22% | +31,200 |
| Ideaya Biosciences Inc. IDYA | 343,800 | $12.8 million | 1.21% | +88,300 |
| McKesson Corp. MCK | 16,550 | $12.5 million | 1.18% | -300 |
| Syndax Pharmaceuticals Inc. SNDX | 560,250 | $12.2 million | 1.16% | +181,000 |
| BrightSpring Health Services, Inc. BTSG | 165,896 | $11.6 million | 1.09% | +115,896 |
| Medtronic plc MDT | 145,000 | $11.3 million | 1.07% | +55,000 |
| Mineralys Therapeutics Inc. MLYS | 416,371 | $11.2 million | 1.06% | +153,300 |
| Oscar Health Inc. Class A OSCR | 392,000 | $11.2 million | 1.06% | -268,000 |
| Royalty Pharma PLC RPRX | 197,000 | $11.0 million | 1.04% | -36,000 |
| Dexcom Inc. DXCM | 160,000 | $10.8 million | 1.02% | new |
| Align Technology Inc. ALGN | 63,000 | $10.6 million | 1.00% | +55,500 |
| Spyre Therapeutics Inc. SYRE | 119,300 | $10.6 million | 1.00% | new |
| Relay Therapeutics Inc. RLAY | 566,000 | $10.6 million | 1.00% | +206,000 |
| Arrowhead Pharmaceuticals, Inc. ARWR | 128,000 | $10.4 million | 0.98% | -16,500 |
| Agilent Technologies, Inc. A | 75,000 | $10.0 million | 0.94% | +50,000 |
| Nektar Therapeutics NKTR | 141,250 | $9.9 million | 0.93% | +82,250 |
| Alkermes plc. ALKS | 185,250 | $9.7 million | 0.92% | +52,000 |
| Abbott Laboratories ABT | 96,000 | $8.7 million | 0.82% | -16,000 |
| Dianthus Therapeutics Inc. DNTH | 86,127 | $8.4 million | 0.79% | +4,500 |
| Procept Biorobotics Corp. PRCT | 345,000 | $7.8 million | 0.74% | -130,000 |
| Structure Therapeutics Inc. GPCR | 145,100 | $7.8 million | 0.74% | +17,000 |
| Oruka Therapeutics Inc. ORKA | 80,000 | $7.6 million | 0.72% | new |
| Encompass Health Corp. EHC | 74,263 | $7.5 million | 0.71% | +18,000 |
| Moonlake Immunotherapeutics MLTX | 384,800 | $7.5 million | 0.71% | +145,300 |
| Iovance Biotherapeutics Inc. IOVA | 1,705,327 | $7.1 million | 0.67% | -350,000 |
| Bridgebio Pharma Inc. BBIO | 91,100 | $6.8 million | 0.64% | +500 |
| Kura Oncology Inc. KURA | 591,500 | $6.5 million | 0.61% | +320,000 |
| Insulet Corp. PODD | 42,000 | $6.4 million | 0.60% | +28,000 |
| Erasca Inc. ERAS | 349,000 | $6.4 million | 0.60% | new |
| Krystal Biotech, Inc. KRYS | 16,325 | $6.1 million | 0.57% | -350 |
| Stevanato Group SpA STVN | 305,972 | $5.5 million | 0.52% | +31,296 |
| Astrana Health, Inc. ASTH | 118,888 | $5.5 million | 0.52% | new |
| Cardinal Health Inc. CAH | 22,500 | $5.3 million | 0.50% | -4,500 |
| Alnylam Pharmaceuticals Inc ALNY | 17,200 | $5.2 million | 0.49% | -17,265 |
| Molina Healthcare, Inc. MOH | 21,857 | $5.0 million | 0.47% | new |
| Viking Therapeutics Inc. VKTX | 128,000 | $5.0 million | 0.47% | -32,000 |
| Cigna Group CI | 17,400 | $4.8 million | 0.45% | +9,400 |
| Ionis Pharmaceuticals Inc. IONS | 59,900 | $4.7 million | 0.45% | -33,000 |
| AMN Healthcare Services Inc. AMN | 144,466 | $4.7 million | 0.44% | new |
| Denali Therapeutics Inc. DNLI | 179,000 | $4.6 million | 0.43% | -20,000 |
| Medpace Holdings, Inc. MEDP | 8,500 | $4.5 million | 0.42% | new |
| Madrigal Pharmaceuticals Inc. MDGL | 8,050 | $4.3 million | 0.41% | -16,000 |
| Amgen Inc. AMGN | 11,900 | $4.3 million | 0.41% | -3,300 |
| Sionna Therapeutics Inc SION | 97,100 | $4.3 million | 0.40% | +9,600 |
| Ascendis Pharma A/s ASND | 15,000 | $4.0 million | 0.38% | new |
| Cooper Companies, Inc. COO | 54,000 | $3.9 million | 0.37% | +4,000 |
| Waystar Holding Corp. WAY | 178,566 | $3.7 million | 0.35% | -164,000 |
| MBX Biosciences Inc. MBX | 62,000 | $3.4 million | 0.32% | new |
| Vericel Corp. VCEL | 70,000 | $3.1 million | 0.29% | no change |
| Veeva Systems Inc. VEEV | 17,300 | $3.1 million | 0.29% | -68,000 |
| Bicara Therapeutics Inc. BCAX | 88,150 | $2.6 million | 0.25% | new |
| Steris plc STE | 11,500 | $2.4 million | 0.23% | no change |
| Ocular Therapeutix Inc. OCUL | 225,000 | $2.2 million | 0.21% | -80,000 |
| Stoke Therapeutics Inc. STOK | 64,500 | $2.1 million | 0.20% | -18,500 |
| Xenon Pharmaceuticals Inc. XENE | 33,250 | $2.0 million | 0.19% | +5,250 |
| Doximity, Inc. DOCS | 76,107 | $1.6 million | 0.15% | -107,701 |
| Privia Health Group, Inc. PRVA | 50,000 | $1.3 million | 0.12% | new |
| Novocure Ltd NVCR | 70,000 | $1.1 million | 0.10% | no change |
| Minimed Group Inc. MMED | 55,000 | $822,250 | 0.08% | new |
| Alphatec Hldgs Inc. ATEC | 85,000 | $735,250 | 0.07% | +15,000 |
| Agilon Health Inc. Com New AGL | 5,000 | $535,900 | 0.05% | new |
| 10X Genomics Inc. TXG | 8,500 | $325,890 | 0.03% | new |
| Tandem Diabetes Care Inc. TNDM | 20,000 | $301,800 | 0.03% | new |
| TG Therapeutics, Inc. TGTX | 5,000 | $274,700 | 0.03% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.