Filed: 11/13/2025ACC: 0001213900-25-109534
📋 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 $903.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$903.67M
Total AUM (reported)
17.30M
Total Shares
Allocation by class
COM$748.46M82.8%
COM NEW$55.51M6.1%
SHS$25.12M2.8%
COM PAR $.01$18.99M2.1%
CL A$13.73M1.5%
SHS USD$12.52M1.4%
SHS CLASS A$9.12M1.0%
Portfolio Concentration
Top 3$113.71M12.6%
4–10$158.20M17.5%
11–25$264.06M29.2%
Rest$367.70M40.7%
Top 3 weight
12.6%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 17.30M
Sole
Full voting authority
17.30M
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
SOLEShares438K
TypeSH
Market value$42.76M
4.73%
Sole
438K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares53.42K
TypeSH
Market value$40.76M
4.51%
Sole
53.42K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares130.38K
TypeSH
Market value$30.19M
3.34%
Sole
130.38K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares134.45K
TypeSH
Market value$26.66M
2.95%
Sole
134.45K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.48M
TypeSH
Market value$25.81M
2.86%
Sole
1.48M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares48.50K
TypeSH
Market value$21.69M
2.40%
Sole
48.50K
Shared
0.00
None
0.00
UNITED HEALTH GROUP INC
SOLEShares62.53K
TypeSH
Market value$21.59M
2.39%
Sole
62.53K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC
SOLEShares172.80K
TypeSH
Market value$20.99M
2.32%
Sole
172.80K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares277.36K
TypeSH
Market value$20.91M
2.31%
Sole
277.36K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares26.60K
TypeSH
Market value$20.55M
2.27%
Sole
26.60K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares36.10K
TypeSH
Market value$20.30M
2.25%
Sole
36.10K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares310K
TypeSH
Market value$20.28M
2.24%
Sole
310K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares205K
TypeSH
Market value$19.52M
2.16%
Sole
205K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares62.38K
TypeSH
Market value$19.49M
2.16%
Sole
62.38K
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares348K
TypeSH
Market value$19.04M
2.11%
Sole
348K
Shared
0.00
None
0.00
INSMED INC
SOLEShares131.88K
TypeSH
Market value$18.99M
2.10%
Sole
131.88K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares230K
TypeSH
Market value$18.76M
2.08%
Sole
230K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares46.95K
TypeSH
Market value$18.39M
2.03%
Sole
46.95K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares58K
TypeSH
Market value$17.91M
1.98%
Sole
58K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares237K
TypeSH
Market value$16.25M
1.80%
Sole
237K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares114.72K
TypeSH
Market value$16.10M
1.78%
Sole
114.72K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP
SOLEShares119.40K
TypeSH
Market value$15.17M
1.68%
Sole
119.40K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares94K
TypeSH
Market value$14.75M
1.63%
Sole
94K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares30.04K
TypeSH
Market value$14.57M
1.61%
Sole
30.04K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares31.88K
TypeSH
Market value$14.54M
1.61%
Sole
31.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 438K | SH | $42.76M 4.73% | 438K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 53.42K | SH | $40.76M 4.51% | 53.42K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 130.38K | SH | $30.19M 3.34% | 130.38K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 134.45K | SH | $26.66M 2.95% | 134.45K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.48M | SH | $25.81M 2.86% | 1.48M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 48.50K | SH | $21.69M 2.40% | 48.50K | 0.00 | 0.00 |
UNITED HEALTH GROUP INCSOLE | COM | 62.53K | SH | $21.59M 2.39% | 62.53K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 172.80K | SH | $20.99M 2.32% | 172.80K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 277.36K | SH | $20.91M 2.31% | 277.36K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 26.60K | SH | $20.55M 2.27% | 26.60K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 36.10K | SH | $20.30M 2.25% | 36.10K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 310K | SH | $20.28M 2.24% | 310K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 205K | SH | $19.52M 2.16% | 205K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 62.38K | SH | $19.49M 2.16% | 62.38K | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 348K | SH | $19.04M 2.11% | 348K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 131.88K | SH | $18.99M 2.10% | 131.88K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 230K | SH | $18.76M 2.08% | 230K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 46.95K | SH | $18.39M 2.03% | 46.95K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 58K | SH | $17.91M 1.98% | 58K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 237K | SH | $16.25M 1.80% | 237K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 114.72K | SH | $16.10M 1.78% | 114.72K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORPSOLE | COM | 119.40K | SH | $15.17M 1.68% | 119.40K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 94K | SH | $14.75M 1.63% | 94K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 30.04K | SH | $14.57M 1.61% | 30.04K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 31.88K | SH | $14.54M 1.61% | 31.88K | 0.00 | 0.00 |
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