Filed: 5/14/2025ACC: 0001213900-25-042939
📋 What this filing means
RHENMAN & PARTNERS ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 94 equity positions with a total reported market value of $870.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$870.00M
Total AUM (reported)
16.95M
Total Shares
Allocation by class
COM$715.71M82.3%
COM NEW$58.72M6.7%
SHS$25.43M2.9%
SHS USD$15.43M1.8%
COM PAR $.01$14.15M1.6%
CL A$13.41M1.5%
SHS CLASS A$12.79M1.5%
Portfolio Concentration
Top 3$107.40M12.3%
4–10$191.28M22.0%
11–25$281.10M32.3%
Rest$290.22M33.4%
Top 3 weight
12.3%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 16.95M
Sole
Full voting authority
16.95M
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)
Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:
UNITED HEALTH GROUP INC
SOLEShares77.43K
TypeSH
Market value$40.55M
4.66%
Sole
77.43K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares41.75K
TypeSH
Market value$34.48M
3.96%
Sole
41.75K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares66.75K
TypeSH
Market value$32.36M
3.72%
Sole
66.75K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares47.22K
TypeSH
Market value$31.78M
3.65%
Sole
47.22K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares300K
TypeSH
Market value$30.26M
3.48%
Sole
300K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares270K
TypeSH
Market value$26.57M
3.05%
Sole
270K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares233.50K
TypeSH
Market value$26.16M
3.01%
Sole
233.50K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares448K
TypeSH
Market value$26.10M
3.00%
Sole
448K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares51.50K
TypeSH
Market value$25.51M
2.93%
Sole
51.50K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.34M
TypeSH
Market value$24.90M
2.86%
Sole
1.34M
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares255K
TypeSH
Market value$22.91M
2.63%
Sole
255K
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
SOLEShares68.20K
TypeSH
Market value$22.46M
2.58%
Sole
68.20K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares48.95K
TypeSH
Market value$21.29M
2.45%
Sole
48.95K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares31.75K
TypeSH
Market value$20.14M
2.31%
Sole
31.75K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares236K
TypeSH
Market value$19.91M
2.29%
Sole
236K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares325K
TypeSH
Market value$19.82M
2.28%
Sole
325K
Shared
0.00
None
0.00
NATERA INC
SOLEShares138.50K
TypeSH
Market value$19.59M
2.25%
Sole
138.50K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares440K
TypeSH
Market value$19.05M
2.19%
Sole
440K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares265K
TypeSH
Market value$18.73M
2.15%
Sole
265K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares88.65K
TypeSH
Market value$18.57M
2.13%
Sole
88.65K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares126.70K
TypeSH
Market value$17.04M
1.96%
Sole
126.70K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares61K
TypeSH
Market value$16.02M
1.84%
Sole
61K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares235.86K
TypeSH
Market value$15.98M
1.84%
Sole
235.86K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares124.30K
TypeSH
Market value$15.43M
1.77%
Sole
124.30K
Shared
0.00
None
0.00
INSMED INC
SOLEShares185.50K
TypeSH
Market value$14.15M
1.63%
Sole
185.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED HEALTH GROUP INCSOLE | COM | 77.43K | SH | $40.55M 4.66% | 77.43K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 41.75K | SH | $34.48M 3.96% | 41.75K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 66.75K | SH | $32.36M 3.72% | 66.75K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 47.22K | SH | $31.78M 3.65% | 47.22K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 300K | SH | $30.26M 3.48% | 300K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 270K | SH | $26.57M 3.05% | 270K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 233.50K | SH | $26.16M 3.01% | 233.50K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 448K | SH | $26.10M 3.00% | 448K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 51.50K | SH | $25.51M 2.93% | 51.50K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.34M | SH | $24.90M 2.86% | 1.34M | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 255K | SH | $22.91M 2.63% | 255K | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 68.20K | SH | $22.46M 2.58% | 68.20K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 48.95K | SH | $21.29M 2.45% | 48.95K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 31.75K | SH | $20.14M 2.31% | 31.75K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 236K | SH | $19.91M 2.29% | 236K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 325K | SH | $19.82M 2.28% | 325K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 138.50K | SH | $19.59M 2.25% | 138.50K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 440K | SH | $19.05M 2.19% | 440K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 265K | SH | $18.73M 2.15% | 265K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 88.65K | SH | $18.57M 2.13% | 88.65K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 126.70K | SH | $17.04M 1.96% | 126.70K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 61K | SH | $16.02M 1.84% | 61K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 235.86K | SH | $15.98M 1.84% | 235.86K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 124.30K | SH | $15.43M 1.77% | 124.30K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 185.50K | SH | $14.15M 1.63% | 185.50K | 0.00 | 0.00 |
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