Filed: 2/13/2025ACC: 0001213900-25-013150
📋 What this filing means
RHENMAN & PARTNERS ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 92 equity positions with a total reported market value of $972.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$972.95M
Total AUM (reported)
19.23M
Total Shares
Allocation by class
COM$793.99M81.6%
COM NEW$78.62M8.1%
SHS$23.77M2.4%
CL A$18.31M1.9%
SHS USD$17.92M1.8%
SHS CLASS A$15.18M1.6%
SPONSORED ADS$6.01M0.6%
Portfolio Concentration
Top 3$108.59M11.2%
4–10$201.82M20.7%
11–25$284.14M29.2%
Rest$378.39M38.9%
Top 3 weight
11.2%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 19.23M
Sole
Full voting authority
19.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings92
Rows:
BOSTON SCIENTIFIC CORP
SOLEShares444K
TypeSH
Market value$39.66M
4.08%
Sole
444K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares45.45K
TypeSH
Market value$35.09M
3.61%
Sole
45.45K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares420.35K
TypeSH
Market value$33.85M
3.48%
Sole
420.35K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares64K
TypeSH
Market value$33.41M
3.43%
Sole
64K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares43.46K
TypeSH
Market value$30.96M
3.18%
Sole
43.46K
Shared
0.00
None
0.00
UNITED HEALTH GROUP INC
SOLEShares60.53K
TypeSH
Market value$30.62M
3.15%
Sole
60.53K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares150.04K
TypeSH
Market value$27.81M
2.86%
Sole
150.04K
Shared
0.00
None
0.00
MERCK & CO. INC
SOLEShares277.50K
TypeSH
Market value$27.61M
2.84%
Sole
277.50K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares471K
TypeSH
Market value$26.47M
2.72%
Sole
471K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares197.70K
TypeSH
Market value$24.96M
2.56%
Sole
197.70K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares255.50K
TypeSH
Market value$23.60M
2.43%
Sole
255.50K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares124.15K
TypeSH
Market value$22.06M
2.27%
Sole
124.15K
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares78.39K
TypeSH
Market value$21.65M
2.22%
Sole
78.39K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares269.50K
TypeSH
Market value$21.53M
2.21%
Sole
269.50K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares50K
TypeSH
Market value$20.14M
2.07%
Sole
50K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.76M
TypeSH
Market value$19.81M
2.04%
Sole
1.76M
Shared
0.00
None
0.00
NATERA INC
SOLEShares123.41K
TypeSH
Market value$19.54M
2.01%
Sole
123.41K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares34.12K
TypeSH
Market value$19.44M
2.00%
Sole
34.12K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares123.70K
TypeSH
Market value$18.92M
1.94%
Sole
123.70K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares1.36M
TypeSH
Market value$18.31M
1.88%
Sole
1.36M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares145.50K
TypeSH
Market value$17.92M
1.84%
Sole
145.50K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares250.62K
TypeSH
Market value$16.47M
1.69%
Sole
250.62K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares595K
TypeSH
Market value$15.18M
1.56%
Sole
595K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares57K
TypeSH
Market value$14.88M
1.53%
Sole
57K
Shared
0.00
None
0.00
INTRA-CELLULAR THERAPIES INC
SOLEShares176K
TypeSH
Market value$14.70M
1.51%
Sole
176K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 444K | SH | $39.66M 4.08% | 444K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 45.45K | SH | $35.09M 3.61% | 45.45K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 420.35K | SH | $33.85M 3.48% | 420.35K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 64K | SH | $33.41M 3.43% | 64K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 43.46K | SH | $30.96M 3.18% | 43.46K | 0.00 | 0.00 |
UNITED HEALTH GROUP INCSOLE | COM | 60.53K | SH | $30.62M 3.15% | 60.53K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 150.04K | SH | $27.81M 2.86% | 150.04K | 0.00 | 0.00 |
MERCK & CO. INCSOLE | COM | 277.50K | SH | $27.61M 2.84% | 277.50K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 471K | SH | $26.47M 2.72% | 471K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 197.70K | SH | $24.96M 2.56% | 197.70K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 255.50K | SH | $23.60M 2.43% | 255.50K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 124.15K | SH | $22.06M 2.27% | 124.15K | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 78.39K | SH | $21.65M 2.22% | 78.39K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 269.50K | SH | $21.53M 2.21% | 269.50K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 50K | SH | $20.14M 2.07% | 50K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.76M | SH | $19.81M 2.04% | 1.76M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 123.41K | SH | $19.54M 2.01% | 123.41K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 34.12K | SH | $19.44M 2.00% | 34.12K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 123.70K | SH | $18.92M 1.94% | 123.70K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 1.36M | SH | $18.31M 1.88% | 1.36M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 145.50K | SH | $17.92M 1.84% | 145.50K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 250.62K | SH | $16.47M 1.69% | 250.62K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 595K | SH | $15.18M 1.56% | 595K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 57K | SH | $14.88M 1.53% | 57K | 0.00 | 0.00 |
INTRA-CELLULAR THERAPIES INCSOLE | COM | 176K | SH | $14.70M 1.51% | 176K | 0.00 | 0.00 |
Page 1 of 4