Filed: 2/13/2026ACC: 0001213900-26-015821
📋 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 $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
94
Positions
$1.07B
Total AUM (reported)
18.15M
Total Shares
Allocation by class
COM$855.52M80.0%
SHS$45.75M4.3%
COM NEW$45.63M4.3%
CL A$41.51M3.9%
COM PAR $.01$19.77M1.8%
SPONSORED ADS$14.75M1.4%
SHS USD$14.11M1.3%
Portfolio Concentration
Top 3$133.88M12.5%
4–10$180.74M16.9%
11–25$283.92M26.5%
Rest$471.46M44.1%
Top 3 weight
12.5%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 18.15M
Sole
Full voting authority
18.15M
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:
REGENERON PHARMACEUTICALS
SOLEShares61.40K
TypeSH
Market value$47.39M
4.43%
Sole
61.40K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares42.22K
TypeSH
Market value$45.37M
4.24%
Sole
42.22K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares431.21K
TypeSH
Market value$41.12M
3.84%
Sole
431.21K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares296K
TypeSH
Market value$28.43M
2.66%
Sole
296K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares48K
TypeSH
Market value$27.19M
2.54%
Sole
48K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares327.50K
TypeSH
Market value$26.84M
2.51%
Sole
327.50K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares335.50K
TypeSH
Market value$26.63M
2.49%
Sole
335.50K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares110.58K
TypeSH
Market value$25.27M
2.36%
Sole
110.58K
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares210K
TypeSH
Market value$23.71M
2.22%
Sole
210K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares99.05K
TypeSH
Market value$22.67M
2.12%
Sole
99.05K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares63.38K
TypeSH
Market value$21.40M
2.00%
Sole
63.38K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares420K
TypeSH
Market value$21.27M
1.99%
Sole
420K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares25.60K
TypeSH
Market value$21.00M
1.96%
Sole
25.60K
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC
SOLEShares114.80K
TypeSH
Market value$20.97M
1.96%
Sole
114.80K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.01M
TypeSH
Market value$19.94M
1.86%
Sole
1.01M
Shared
0.00
None
0.00
INSMED INC
SOLEShares113.58K
TypeSH
Market value$19.77M
1.85%
Sole
113.58K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares33.64K
TypeSH
Market value$19.49M
1.82%
Sole
33.64K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares611K
TypeSH
Market value$19.22M
1.80%
Sole
611K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
SOLEShares45.67K
TypeSH
Market value$18.16M
1.70%
Sole
45.67K
Shared
0.00
None
0.00
UNITED HEALTH GROUP INC
SOLEShares54.90K
TypeSH
Market value$18.12M
1.69%
Sole
54.90K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares125.49K
TypeSH
Market value$17.80M
1.66%
Sole
125.49K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares61K
TypeSH
Market value$17.34M
1.62%
Sole
61K
Shared
0.00
None
0.00
DOXIMITY INC
SOLEShares372.75K
TypeSH
Market value$16.51M
1.54%
Sole
372.75K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares193.50K
TypeSH
Market value$16.50M
1.54%
Sole
193.50K
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares163.35K
TypeSH
Market value$16.43M
1.54%
Sole
163.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REGENERON PHARMACEUTICALSSOLE | COM | 61.40K | SH | $47.39M 4.43% | 61.40K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 42.22K | SH | $45.37M 4.24% | 42.22K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 431.21K | SH | $41.12M 3.84% | 431.21K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 296K | SH | $28.43M 2.66% | 296K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 48K | SH | $27.19M 2.54% | 48K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 327.50K | SH | $26.84M 2.51% | 327.50K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 335.50K | SH | $26.63M 2.49% | 335.50K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 110.58K | SH | $25.27M 2.36% | 110.58K | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 210K | SH | $23.71M 2.22% | 210K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 99.05K | SH | $22.67M 2.12% | 99.05K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 63.38K | SH | $21.40M 2.00% | 63.38K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 420K | SH | $21.27M 1.99% | 420K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 25.60K | SH | $21.00M 1.96% | 25.60K | 0.00 | 0.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 114.80K | SH | $20.97M 1.96% | 114.80K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.01M | SH | $19.94M 1.86% | 1.01M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 113.58K | SH | $19.77M 1.85% | 113.58K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 33.64K | SH | $19.49M 1.82% | 33.64K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 611K | SH | $19.22M 1.80% | 611K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCSOLE | COM | 45.67K | SH | $18.16M 1.70% | 45.67K | 0.00 | 0.00 |
UNITED HEALTH GROUP INCSOLE | COM | 54.90K | SH | $18.12M 1.69% | 54.90K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 125.49K | SH | $17.80M 1.66% | 125.49K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 61K | SH | $17.34M 1.62% | 61K | 0.00 | 0.00 |
DOXIMITY INCSOLE | CL A | 372.75K | SH | $16.51M 1.54% | 372.75K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 193.50K | SH | $16.50M 1.54% | 193.50K | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 163.35K | SH | $16.43M 1.54% | 163.35K | 0.00 | 0.00 |
Page 1 of 4