Filed: 8/13/2025ACC: 0001213900-25-075249
📋 What this filing means
RHENMAN & PARTNERS ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $791.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$791.02M
Total AUM (reported)
13.56M
Total Shares
Allocation by class
COM$625.55M79.1%
COM NEW$61.89M7.8%
SHS$19.15M2.4%
COM PAR $.01$17.66M2.2%
SPONSORED ADS$16.69M2.1%
SHS CLASS A$12.39M1.6%
SHS USD$11.57M1.5%
Portfolio Concentration
Top 3$104.26M13.2%
4–10$155.82M19.7%
11–25$234.94M29.7%
Rest$295.99M37.4%
Top 3 weight
13.2%
Top 10 weight
32.9%
Voting Authority Distribution
Total shares with voting rights: 13.56M
Sole
Full voting authority
13.56M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
LILLY ELI & CO
SOLEShares57.87K
TypeSH
Market value$45.11M
5.70%
Sole
57.87K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares296K
TypeSH
Market value$31.79M
4.02%
Sole
296K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares61.45K
TypeSH
Market value$27.36M
3.46%
Sole
61.45K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares235K
TypeSH
Market value$24.27M
3.07%
Sole
235K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares44.35K
TypeSH
Market value$24.10M
3.05%
Sole
44.35K
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares136.43K
TypeSH
Market value$24.01M
3.04%
Sole
136.43K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares121.45K
TypeSH
Market value$23.99M
3.03%
Sole
121.45K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares295.36K
TypeSH
Market value$20.37M
2.58%
Sole
295.36K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares27.72K
TypeSH
Market value$20.31M
2.57%
Sole
27.72K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares149.22K
TypeSH
Market value$18.76M
2.37%
Sole
149.22K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares168.15K
TypeSH
Market value$18.64M
2.36%
Sole
168.15K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares350K
TypeSH
Market value$18.60M
2.35%
Sole
350K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.29M
TypeSH
Market value$18.02M
2.28%
Sole
1.29M
Shared
0.00
None
0.00
INSMED INC
SOLEShares175.44K
TypeSH
Market value$17.66M
2.23%
Sole
175.44K
Shared
0.00
None
0.00
ELEVANCE HEALTH INC
SOLEShares44.65K
TypeSH
Market value$17.37M
2.20%
Sole
44.65K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP
SOLEShares136.40K
TypeSH
Market value$16.73M
2.11%
Sole
136.40K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares51.20K
TypeSH
Market value$16.69M
2.11%
Sole
51.20K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares179.50K
TypeSH
Market value$15.65M
1.98%
Sole
179.50K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares49.38K
TypeSH
Market value$14.81M
1.87%
Sole
49.38K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares27.70K
TypeSH
Market value$14.54M
1.84%
Sole
27.70K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares46K
TypeSH
Market value$14.45M
1.83%
Sole
46K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares159.50K
TypeSH
Market value$13.92M
1.76%
Sole
159.50K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares69.38K
TypeSH
Market value$12.88M
1.63%
Sole
69.38K
Shared
0.00
None
0.00
ALIGN TECHNOLOGY INC
SOLEShares66.50K
TypeSH
Market value$12.59M
1.59%
Sole
66.50K
Shared
0.00
None
0.00
ROYALTY PHARMA PLC
SOLEShares344K
TypeSH
Market value$12.39M
1.57%
Sole
344K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LILLY ELI & COSOLE | COM | 57.87K | SH | $45.11M 5.70% | 57.87K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 296K | SH | $31.79M 4.02% | 296K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 61.45K | SH | $27.36M 3.46% | 61.45K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 235K | SH | $24.27M 3.07% | 235K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 44.35K | SH | $24.10M 3.05% | 44.35K | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 136.43K | SH | $24.01M 3.04% | 136.43K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 121.45K | SH | $23.99M 3.03% | 121.45K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 295.36K | SH | $20.37M 2.58% | 295.36K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 27.72K | SH | $20.31M 2.57% | 27.72K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 149.22K | SH | $18.76M 2.37% | 149.22K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 168.15K | SH | $18.64M 2.36% | 168.15K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 350K | SH | $18.60M 2.35% | 350K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.29M | SH | $18.02M 2.28% | 1.29M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 175.44K | SH | $17.66M 2.23% | 175.44K | 0.00 | 0.00 |
ELEVANCE HEALTH INCSOLE | COM | 44.65K | SH | $17.37M 2.20% | 44.65K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORPSOLE | COM | 136.40K | SH | $16.73M 2.11% | 136.40K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 51.20K | SH | $16.69M 2.11% | 51.20K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 179.50K | SH | $15.65M 1.98% | 179.50K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 49.38K | SH | $14.81M 1.87% | 49.38K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 27.70K | SH | $14.54M 1.84% | 27.70K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 46K | SH | $14.45M 1.83% | 46K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 159.50K | SH | $13.92M 1.76% | 159.50K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 69.38K | SH | $12.88M 1.63% | 69.38K | 0.00 | 0.00 |
ALIGN TECHNOLOGY INCSOLE | COM | 66.50K | SH | $12.59M 1.59% | 66.50K | 0.00 | 0.00 |
ROYALTY PHARMA PLCSOLE | SHS CLASS A | 344K | SH | $12.39M 1.57% | 344K | 0.00 | 0.00 |
Page 1 of 4