Rhenman & Partners Asset Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STRYKER CORPORATION(SYK) | 0 | 47,800 | +47,800 | 0 | 15,706,602 | 1.94% | +15,706,602 |
| VEEVA SYS INC(VEEV) | 0 | 85,300 | +85,300 | 0 | 14,983,798 | 1.85% | +14,983,798 |
| ABBOTT LABORATORIES | 0 | 112,000 | +112,000 | 0 | 11,499,040 | 1.42% | +11,499,040 |
| WAYSTAR HLDG CORP(WAY) | 0 | 342,566 | +342,566 | 0 | 8,259,266 | 1.02% | +8,259,266 |
| GILEAD SCIENCES INC(GILD) | 126,150 | 167,750 | +41,600 | 15,483,651 | 23,379,318 | 2.88% | +7,895,667 |
| INSMED INC(INSM) | 113,585 | 159,760 | +46,175 | 19,768,333 | 26,123,955 | 3.22% | +6,355,622 |
| APOGEE THERAPEUTICS INC(APGE) | 0 | 75,000 | +75,000 | 0 | 6,312,750 | 0.78% | +6,312,750 |
| CARDINAL HEALTH INC(CAH) | 0 | 27,000 | +27,000 | 0 | 5,705,370 | 0.70% | +5,705,370 |
| GUARDANT HEALTH INC(GH) | 80,000 | 145,000 | +65,000 | 8,171,200 | 13,393,650 | 1.65% | +5,222,450 |
| NEKTAR THERAPEUTICS(NKTR) | 0 | 59,000 | +59,000 | 0 | 4,245,050 | 0.52% | +4,245,050 |
| ELEVANCE HEALTH INC(ELV) | 15,000 | 32,300 | +17,300 | 5,258,250 | 9,455,825 | 1.17% | +4,197,575 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 34,255 | 43,485 | +9,230 | 15,529,847 | 19,417,792 | 2.40% | +3,887,945 |
| OSCAR HEALTH INC(OSCR) | 260,000 | 660,000 | +400,000 | 3,736,200 | 7,570,200 | 0.93% | +3,834,000 |
| BIOGEN INC(BIIB) | 92,350 | 109,100 | +16,750 | 16,252,677 | 20,001,303 | 2.47% | +3,748,626 |
| SIONNA THERAPEUTICS INC(SION) | 0 | 87,500 | +87,500 | 0 | 3,507,875 | 0.43% | +3,507,875 |
| ROYALTY PHARMA PLC(RPRX) | 206,500 | 233,000 | +26,500 | 7,979,160 | 11,177,010 | 1.38% | +3,197,850 |
| IQVIA HLDGS INC(IQV) | 26,500 | 53,000 | +26,500 | 5,973,365 | 9,038,620 | 1.12% | +3,065,255 |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 1,595,327 | 2,055,327 | +460,000 | 4,355,243 | 7,214,198 | 0.89% | +2,858,955 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 98,627 | 81,627 | -17,000 | 4,064,419 | 6,850,138 | 0.85% | +2,785,719 |
| ESPERION THERAPEUTICS INC NE(ESPR) | 0 | 985,000 | +985,000 | 0 | 2,698,900 | 0.33% | +2,698,900 |
| VIKING THERAPEUTICS INC(VKTX) | 83,000 | 160,000 | +77,000 | 2,919,940 | 5,206,400 | 0.64% | +2,286,460 |
| DENALI THERAPEUTICS INC(DNLI) | 100,000 | 199,000 | +99,000 | 1,651,000 | 3,820,800 | 0.47% | +2,169,800 |
| MINERALYS THERAPEUTICS INC(MLYS) | 142,571 | 263,071 | +120,500 | 5,173,902 | 7,126,593 | 0.88% | +1,952,691 |
| ANTERIS TECHNOLOGIES GLOBAL | 1,238,625 | 1,438,625 | +200,000 | 6,180,739 | 7,984,369 | 0.99% | +1,803,630 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 74,030 | 75,890 | +1,860 | 12,585,100 | 14,347,005 | 1.77% | +1,761,905 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 19,550 | 24,050 | +4,500 | 11,384,747 | 12,589,454 | 1.55% | +1,204,707 |
| NATERA INC(NTRA) | 40,500 | 51,600 | +11,100 | 9,278,145 | 10,319,484 | 1.27% | +1,041,339 |
| STERIS PLC(STE) | 6,000 | 11,500 | +5,500 | 1,521,120 | 2,542,995 | 0.31% | +1,021,875 |
| ALKERMES PLC(ALKS) | 133,250 | 133,250 | 0 | 3,728,335 | 4,711,720 | 0.58% | +983,385 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 33,640 | 41,340 | +7,700 | 19,492,698 | 20,319,850 | 2.51% | +827,152 |
| STEVANATO GROUP S P A ORD SHS | 147,025 | 274,676 | +127,651 | 2,958,143 | 3,776,795 | 0.47% | +818,652 |
| NOVOCURE LTD(NVCR) | 0 | 70,000 | +70,000 | 0 | 763,000 | 0.09% | +763,000 |
| COMPASS THERAPEUTICS INC | 0 | 115,113 | +115,113 | 0 | 608,948 | 0.08% | +608,948 |
| BRIDGEBIO PHARMA INC(BBIO) | 81,600 | 90,600 | +9,000 | 6,241,584 | 6,727,956 | 0.83% | +486,372 |
| ALPHATEC HLDGS INC(ATEC) | 20,000 | 70,000 | +50,000 | 420,800 | 761,600 | 0.09% | +340,800 |
| ASCENDIS PHARMA A/S(ASND) | 15,000 | 15,000 | 0 | 3,198,600 | 3,430,950 | 0.42% | +232,350 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 605,000 | 720,000 | +115,000 | 9,825,200 | 9,993,600 | 1.23% | +168,400 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 106,255 | 92,605 | -13,650 | 8,393,082 | 8,554,850 | 1.06% | +161,768 |
| AGILENT TECHNOLOGIES INC(A) | 20,000 | 25,000 | +5,000 | 2,721,400 | 2,849,500 | 0.35% | +128,100 |
| CHARLES RIV LABS INTL INC(CRL) | 22,000 | 26,000 | +4,000 | 4,388,560 | 4,485,000 | 0.55% | +96,440 |
| IDEAYA Biosciences Inc(IDYA) | 250,000 | 255,500 | +5,500 | 8,642,500 | 8,513,260 | 1.05% | -129,240 |
| RELAY THERAPEUTICS INC(RLAY) | 460,000 | 360,000 | -100,000 | 3,891,600 | 3,582,000 | 0.44% | -309,600 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 364,000 | 239,500 | -124,500 | 4,797,520 | 4,464,280 | 0.55% | -333,240 |
| ARROWHEAD PHARMACEUTICALS IN(ARWR) | 144,500 | 144,500 | 0 | 9,593,355 | 9,060,150 | 1.12% | -533,205 |
| OCULAR THERAPEUTIX INC(OCUL) | 265,000 | 305,000 | +40,000 | 3,217,100 | 2,583,350 | 0.32% | -633,750 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 215,000 | 207,000 | -8,000 | 12,777,450 | 11,693,430 | 1.44% | -1,084,020 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 7,000 | 0 | -7,000 | 1,242,080 | 0 | — | -1,242,080 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 487,000 | 379,250 | -107,750 | 10,231,870 | 8,859,280 | 1.09% | -1,372,590 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 1,009,450 | 1,053,450 | +44,000 | 19,936,638 | 18,561,789 | 2.29% | -1,374,849 |
| PENNANT GROUP INC | 357,346 | 275,399 | -81,947 | 10,059,290 | 8,394,162 | 1.04% | -1,665,128 |
| LIVANOVA PLC(LIVN) | 190,000 | 155,000 | -35,000 | 11,690,700 | 9,851,800 | 1.22% | -1,838,900 |
| KRYSTAL BIOTECH INC(KRYS) | 25,000 | 16,675 | -8,325 | 6,163,500 | 4,307,486 | 0.53% | -1,856,014 |
| BOSTON SCIENTIFIC CORP(BSX) | 431,207 | 625,000 | +193,793 | 41,115,587 | 39,218,750 | 4.84% | -1,896,837 |
| UNIQURE NV(QURE) | 79,375 | 0 | -79,375 | 1,899,444 | 0 | — | -1,899,444 |
| CENTENE CORP DEL(CNC) | 46,231 | 0 | -46,231 | 1,902,406 | 0 | — | -1,902,406 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 7,000 | 0 | -7,000 | 1,925,980 | 0 | — | -1,925,980 |
| VERICEL CORP(VCEL) | 117,000 | 70,000 | -47,000 | 4,213,170 | 2,251,900 | 0.28% | -1,961,270 |
| BIONTECH SE(BNTX) | 20,870 | 0 | -20,870 | 1,986,824 | 0 | — | -1,986,824 |
| TG THERAPEUTICS INC(TGTX) | 73,250 | 0 | -73,250 | 2,183,583 | 0 | — | -2,183,583 |
| CVS HEALTH CORP(CVS) | 335,500 | 336,500 | +1,000 | 26,625,280 | 24,167,430 | 2.98% | -2,457,850 |
| CENTESSA PHARMACEUTICALS PLC | 100,000 | 0 | -100,000 | 2,501,000 | 0 | — | -2,501,000 |
| XENCOR INC(XNCR) | 165,750 | 0 | -165,750 | 2,537,633 | 0 | — | -2,537,633 |
| IMMUNOCORE HLDGS PLC(IMCR) | 153,278 | 85,724 | -67,554 | 5,320,279 | 2,584,579 | 0.32% | -2,735,700 |
| CYTOKINETICS INC(CYTK) | 44,375 | 0 | -44,375 | 2,819,588 | 0 | — | -2,819,588 |
| PRIVIA HEALTH GROUP INC(PRVA) | 125,000 | 0 | -125,000 | 2,963,750 | 0 | — | -2,963,750 |
| JANUX THERAPEUTICS INC(JANX) | 225,377 | 0 | -225,377 | 3,110,203 | 0 | — | -3,110,203 |
| INSPIRE MED SYS INC(INSP) | 35,800 | 0 | -35,800 | 3,301,834 | 0 | — | -3,301,834 |
| RADNET INC(RDNT) | 47,000 | 0 | -47,000 | 3,353,450 | 0 | — | -3,353,450 |
| EDWARDS LIFESCIENCES CORP | 193,500 | 163,000 | -30,500 | 16,495,875 | 13,053,040 | 1.61% | -3,442,835 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 35,000 | 0 | -35,000 | 3,746,400 | 0 | — | -3,746,400 |
| STRUCTURE THERAPEUTICS INC | 147,600 | 128,100 | -19,500 | 10,265,580 | 6,174,420 | 0.76% | -4,091,160 |
| STOKE THERAPEUTICS INC(STOK) | 216,000 | 83,000 | -133,000 | 6,855,840 | 2,702,480 | 0.33% | -4,153,360 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 125,491 | 100,841 | -24,650 | 17,798,389 | 13,284,793 | 1.64% | -4,513,596 |
| XENON PHARMACEUTICALS INC(XENE) | 139,000 | 28,000 | -111,000 | 6,229,980 | 1,628,200 | 0.20% | -4,601,780 |
| CENCORA INC | 63,375 | 52,375 | -11,000 | 21,404,906 | 16,453,083 | 2.03% | -4,951,823 |
| TENET HEALTHCARE CORP(THC) | 76,504 | 54,000 | -22,504 | 15,202,875 | 10,190,340 | 1.26% | -5,012,535 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 198,000 | 50,000 | -148,000 | 7,415,100 | 2,130,500 | 0.26% | -5,284,600 |
| NURIX THERAPEUTICS INC(NRIX) | 537,500 | 313,500 | -224,000 | 10,196,375 | 4,859,250 | 0.60% | -5,337,125 |
| IONIS PHARMACEUTICALS INC(IONS) | 158,500 | 92,900 | -65,600 | 12,538,935 | 6,975,861 | 0.86% | -5,563,074 |
| UNITED HEALTH GROUP INC(UNH) | 54,900 | 45,500 | -9,400 | 18,123,039 | 12,311,845 | 1.52% | -5,811,194 |
| MCKESSON CORP(MCK) | 25,600 | 16,850 | -8,750 | 20,999,424 | 14,581,316 | 1.80% | -6,418,108 |
| AMGEN INC(AMGN) | 36,000 | 15,200 | -20,800 | 11,783,160 | 5,348,120 | 0.66% | -6,435,040 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 45,675 | 34,465 | -11,210 | 18,162,664 | 11,403,435 | 1.41% | -6,759,229 |
| KURA ONCOLOGY IN(KURA) | 872,000 | 271,500 | -600,500 | 9,060,080 | 2,207,295 | 0.27% | -6,852,785 |
| BRUKER CORP(BRKR) | 147,315 | 0 | -147,315 | 6,940,010 | 0 | — | -6,940,010 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 611,000 | 475,000 | -136,000 | 19,222,060 | 11,879,750 | 1.47% | -7,342,310 |
| NUVALENT INC(NUVL) | 163,350 | 81,200 | -82,150 | 16,431,377 | 8,318,940 | 1.03% | -8,112,437 |
| THE CIGNA GROUP(CI) | 38,650 | 8,000 | -30,650 | 10,637,640 | 2,134,000 | 0.26% | -8,503,640 |
| ARCELLX INC COMMON STOCK | 133,500 | 0 | -133,500 | 8,704,200 | 0 | — | -8,704,200 |
| APELLIS PHARMACEUTICALS INC COM | 374,450 | 0 | -374,450 | 9,406,184 | 0 | — | -9,406,184 |
| ABBVIE INC(ABBV) | 110,575 | 71,575 | -39,000 | 25,265,282 | 15,566,847 | 1.92% | -9,698,435 |
| PENUMBRA INC(PEN) | 31,500 | 0 | -31,500 | 9,793,665 | 0 | — | -9,793,665 |
| ENCOMPASS HEALTH CORP(EHC) | 146,263 | 56,263 | -90,000 | 15,524,355 | 5,442,320 | 0.67% | -10,082,035 |
| AXSOME THERAPEUTICS INC(AXSM) | 114,800 | 63,800 | -51,000 | 20,967,072 | 10,783,476 | 1.33% | -10,183,596 |
| INTUITIVE SURGICAL INC | 48,000 | 36,846 | -11,154 | 27,185,280 | 16,985,638 | 2.10% | -10,199,642 |
| REGENERON PHARMACEUTICALS(REGN) | 61,400 | 48,100 | -13,300 | 47,392,818 | 37,163,984 | 4.59% | -10,228,834 |
| DOXIMITY INC(DOCS) | 372,750 | 183,808 | -188,942 | 16,505,370 | 4,282,726 | 0.53% | -12,222,644 |
| ALIGN TECHNOLOGY INC | 99,000 | 7,500 | -91,500 | 15,458,850 | 1,285,725 | 0.16% | -14,173,125 |
| LILLY ELI & CO(LLY) | 42,220 | 33,715 | -8,505 | 45,372,990 | 31,010,046 | 3.83% | -14,362,944 |
| INSULET CORP(PODD) | 61,000 | 14,000 | -47,000 | 17,338,640 | 2,937,760 | 0.36% | -14,400,880 |