Rhenman & Partners Asset Management AB 13F Holdings · Q2 2026
Rhenman & Partners Asset Management AB reported 99 securities worth $1.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: UNH (3.67%), CVS (2.73%), AZN (2.69%). Among its top 25 positions this quarter: 4 new, 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITED HEALTH GROUP INC | $38.9M | 3.67% | 93,600 | Added |
| 2 | CVS | CVS HEALTH CORP | $28.9M | 2.73% | 279,374 | Trimmed |
| 3 | AZN | ASTRAZENECA PLC | $28.5M | 2.69% | 151,500 | New |
| 4 | MRK | MERCK & CO INC | $27.4M | 2.59% | 213,500 | New |
| 5 | LLY | LILLY ELI & CO | $26.8M | 2.53% | 22,315 | Trimmed |
| 6 | ABBV | ABBVIE INC | $24.4M | 2.30% | 96,775 | Added |
| 7 | ALHC | ALIGNMENT HEALTHCARE INC | $23.7M | 2.24% | 997,083 | Trimmed |
| 8 | EW | EDWARDS LIFESCIENCES CORP | $23.5M | 2.22% | 260,000 | Added |
| 9 | GILD | GILEAD SCIENCES INC | $22.5M | 2.13% | 178,250 | Added |
| 10 | JAZZ | JAZZ PHARMACEUTICALS PLC | $21.1M | 1.99% | 87,440 | Added |
| 11 | BIIB | BIOGEN INC | $20.5M | 1.93% | 94,850 | Trimmed |
| 12 | SYK | STRYKER CORPORATION | $20.5M | 1.93% | 65,000 | Added |
| 13 | BSX | BOSTON SCIENTIFIC CORP | $19.2M | 1.81% | 450,500 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $18.4M | 1.74% | 72,500 | New |
| 15 | GH | GUARDANT HEALTH INC | $17.3M | 1.63% | 115,000 | Trimmed |
| 16 | REGN | REGENERON PHARMACEUTICALS | $17.1M | 1.61% | 27,390 | Trimmed |
| 17 | BMRN | BIOMARIN PHARMACEUTICAL INC | $16.6M | 1.57% | 290,500 | Added |
| 18 | GKOS | GLAUKOS CORP | $16.6M | 1.57% | 119,000 | Added |
| 19 | NRIX | NURIX THERAPEUTICS INC | $16.6M | 1.57% | 684,250 | Added |
| 20 | NTRA | NATERA INC | $16.6M | 1.56% | 61,050 | Added |
| 21 | MIRM | MIRUM PHARMACEUTICALS INC | $16.3M | 1.54% | 139,205 | Added |
| 22 | INSM | INSMED INC | $16.2M | 1.53% | 151,960 | Trimmed |
| 23 | THC | TENET HEALTHCARE CORP | $15.9M | 1.50% | 85,200 | Added |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $15.8M | 1.49% | 31,580 | Trimmed |
| 25 | CNC | CENTENE CORP DEL | $15.7M | 1.48% | 244,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR