Filed: 5/14/2026ACC: 0001213900-26-056196
๐ What this filing means
RHENMAN & PARTNERS ASSET MANAGEMENT AB filed this quarterly 13FโHR report disclosing 86 equity positions with a total reported market value of $810.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$810.49M
Total AUM (reported)
16.74M
Total Shares
Allocation by class
COM$653.72M80.7%
COM NEW$32.18M4.0%
COM PAR $.01$26.12M3.2%
SHS$22.36M2.8%
SHS USD$16.89M2.1%
CL A COM$14.98M1.8%
CL A$11.85M1.5%
Portfolio Concentration
Top 3$107.39M13.3%
4โ10$151.97M18.8%
11โ25$208.33M25.7%
Rest$342.80M42.3%
Top 3 weight
13.3%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 16.74M
Sole
Full voting authority
16.74M
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)
Sole86
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings86
Rows:
BOSTON SCIENTIFIC CORP
SOLEShares625K
TypeSH
Market value$39.22M
4.84%
Sole
625K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares48.10K
TypeSH
Market value$37.16M
4.59%
Sole
48.10K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares33.72K
TypeSH
Market value$31.01M
3.83%
Sole
33.72K
Shared
0.00
None
0.00
INSMED INC
SOLEShares159.76K
TypeSH
Market value$26.12M
3.22%
Sole
159.76K
Shared
0.00
None
0.00
CVS HEALTH CORP
SOLEShares336.50K
TypeSH
Market value$24.17M
2.98%
Sole
336.50K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares167.75K
TypeSH
Market value$23.38M
2.88%
Sole
167.75K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares41.34K
TypeSH
Market value$20.32M
2.51%
Sole
41.34K
Shared
0.00
None
0.00
BIOGEN INC
SOLEShares109.10K
TypeSH
Market value$20.00M
2.47%
Sole
109.10K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares43.48K
TypeSH
Market value$19.42M
2.40%
Sole
43.48K
Shared
0.00
None
0.00
ALIGNMENT HEALTHCARE INC
SOLEShares1.05M
TypeSH
Market value$18.56M
2.29%
Sole
1.05M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares36.85K
TypeSH
Market value$16.99M
2.10%
Sole
36.85K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares52.38K
TypeSH
Market value$16.45M
2.03%
Sole
52.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.80K
TypeSH
Market value$15.71M
1.94%
Sole
47.80K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares71.58K
TypeSH
Market value$15.57M
1.92%
Sole
71.58K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares85.30K
TypeSH
Market value$14.98M
1.85%
Sole
85.30K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares16.85K
TypeSH
Market value$14.58M
1.80%
Sole
16.85K
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares75.89K
TypeSH
Market value$14.35M
1.77%
Sole
75.89K
Shared
0.00
None
0.00
GUARDANT HEALTH INC
SOLEShares145K
TypeSH
Market value$13.39M
1.65%
Sole
145K
Shared
0.00
None
0.00
NEUROCRINE BIOSCIENCES INC
SOLEShares100.84K
TypeSH
Market value$13.28M
1.64%
Sole
100.84K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares163K
TypeSH
Market value$13.05M
1.61%
Sole
163K
Shared
0.00
None
0.00
MADRIGAL PHARMACEUTICALS INC
SOLEShares24.05K
TypeSH
Market value$12.59M
1.55%
Sole
24.05K
Shared
0.00
None
0.00
UNITED HEALTH GROUP INC
SOLEShares45.50K
TypeSH
Market value$12.31M
1.52%
Sole
45.50K
Shared
0.00
None
0.00
PROCEPT BIOROBOTICS CORP
SOLEShares475K
TypeSH
Market value$11.88M
1.47%
Sole
475K
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares207K
TypeSH
Market value$11.69M
1.44%
Sole
207K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares112K
TypeSH
Market value$11.50M
1.42%
Sole
112K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BOSTON SCIENTIFIC CORPSOLE | COM | 625K | SH | $39.22M 4.84% | 625K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 48.10K | SH | $37.16M 4.59% | 48.10K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 33.72K | SH | $31.01M 3.83% | 33.72K | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 159.76K | SH | $26.12M 3.22% | 159.76K | 0.00 | 0.00 |
CVS HEALTH CORPSOLE | COM | 336.50K | SH | $24.17M 2.98% | 336.50K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 167.75K | SH | $23.38M 2.88% | 167.75K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 41.34K | SH | $20.32M 2.51% | 41.34K | 0.00 | 0.00 |
BIOGEN INCSOLE | COM | 109.10K | SH | $20.00M 2.47% | 109.10K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 43.48K | SH | $19.42M 2.40% | 43.48K | 0.00 | 0.00 |
ALIGNMENT HEALTHCARE INCSOLE | COM | 1.05M | SH | $18.56M 2.29% | 1.05M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 36.85K | SH | $16.99M 2.10% | 36.85K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 52.38K | SH | $16.45M 2.03% | 52.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.80K | SH | $15.71M 1.94% | 47.80K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 71.58K | SH | $15.57M 1.92% | 71.58K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 85.30K | SH | $14.98M 1.85% | 85.30K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 16.85K | SH | $14.58M 1.80% | 16.85K | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 75.89K | SH | $14.35M 1.77% | 75.89K | 0.00 | 0.00 |
GUARDANT HEALTH INCSOLE | COM | 145K | SH | $13.39M 1.65% | 145K | 0.00 | 0.00 |
NEUROCRINE BIOSCIENCES INCSOLE | COM | 100.84K | SH | $13.28M 1.64% | 100.84K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 163K | SH | $13.05M 1.61% | 163K | 0.00 | 0.00 |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 24.05K | SH | $12.59M 1.55% | 24.05K | 0.00 | 0.00 |
UNITED HEALTH GROUP INCSOLE | COM | 45.50K | SH | $12.31M 1.52% | 45.50K | 0.00 | 0.00 |
PROCEPT BIOROBOTICS CORPSOLE | COM | 475K | SH | $11.88M 1.47% | 475K | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 207K | SH | $11.69M 1.44% | 207K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 112K | SH | $11.50M 1.42% | 112K | 0.00 | 0.00 |
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