Rhenman & Partners Asset Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ABBVIE INC(ABBV) | 69,375 | 130,375 | +61,000 | 12,877,388 | 30,187,028 | 3.34% | +17,309,640 |
| IONIS PHARMACEUTICALS INC(IONS) | 182,000 | 310,000 | +128,000 | 7,190,820 | 20,280,200 | 2.24% | +13,089,380 |
| UNITED HEALTH GROUP INC(UNH) | 30,430 | 62,530 | +32,100 | 9,493,247 | 21,591,609 | 2.39% | +12,098,362 |
| AXSOME THERAPEUTICS INC(AXSM) | 90,800 | 172,800 | +82,000 | 9,478,612 | 20,986,560 | 2.32% | +11,507,948 |
| BOSTON SCIENTIFIC CORP(BSX) | 296,000 | 438,000 | +142,000 | 31,793,360 | 42,761,940 | 4.73% | +10,968,580 |
| CYTOKINETICS INC(CYTK) | 104,250 | 255,250 | +151,000 | 3,444,420 | 14,028,540 | 1.55% | +10,584,120 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 11,140 | 30,040 | +18,900 | 4,516,824 | 14,570,001 | 1.61% | +10,053,177 |
| DOXIMITY INC(DOCS) | 21,000 | 136,000 | +115,000 | 1,288,140 | 9,948,400 | 1.10% | +8,660,260 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 18,250 | +18,250 | 0 | 8,370,545 | 0.93% | +8,370,545 |
| ALIGNMENT HEALTHCARE INC(ALHC) | 1,287,284 | 1,479,284 | +192,000 | 18,021,976 | 25,813,506 | 2.86% | +7,791,530 |
| EDWARDS LIFESCIENCES CORP | 55,000 | 155,000 | +100,000 | 4,301,550 | 12,054,350 | 1.33% | +7,752,800 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 0 | 495,000 | +495,000 | 0 | 7,405,200 | 0.82% | +7,405,200 |
| MINERALYS THERAPEUTICS INC(MLYS) | 0 | 165,000 | +165,000 | 0 | 6,256,800 | 0.69% | +6,256,800 |
| BIOGEN INC(BIIB) | 12,000 | 55,000 | +43,000 | 1,507,080 | 7,704,400 | 0.85% | +6,197,320 |
| STOKE THERAPEUTICS INC(STOK) | 0 | 250,000 | +250,000 | 0 | 5,875,000 | 0.65% | +5,875,000 |
| REGENERON PHARMACEUTICALS(REGN) | 27,700 | 36,100 | +8,400 | 14,542,500 | 20,297,947 | 2.25% | +5,755,447 |
| CARDINAL HEALTH INC(CAH) | 55,000 | 94,000 | +39,000 | 9,240,000 | 14,754,240 | 1.63% | +5,514,240 |
| ABBOTT LABS | 58,500 | 98,500 | +40,000 | 7,956,585 | 13,193,090 | 1.46% | +5,236,505 |
| CENCORA INC | 49,375 | 62,375 | +13,000 | 14,805,094 | 19,494,059 | 2.16% | +4,688,965 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 126,627 | 173,627 | +47,000 | 2,359,061 | 6,832,222 | 0.76% | +4,473,161 |
| COOPER COS INC(COO) | 170,000 | 237,000 | +67,000 | 12,097,200 | 16,248,720 | 1.80% | +4,151,520 |
| MEDTRONIC PLC(MDT) | 179,500 | 205,000 | +25,500 | 15,647,015 | 19,524,200 | 2.16% | +3,877,185 |
| VERA THERAPEUTICS INC(VERA) | 0 | 130,000 | +130,000 | 0 | 3,777,800 | 0.42% | +3,777,800 |
| APELLIS PHARMACEUTICALS INC | 93,250 | 232,250 | +139,000 | 1,614,158 | 5,255,818 | 0.58% | +3,641,660 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 0 | 35,000 | +35,000 | 0 | 3,534,650 | 0.39% | +3,534,650 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 574,000 | 574,000 | 0 | 5,375,510 | 8,830,990 | 0.98% | +3,455,480 |
| INSULET CORP(PODD) | 46,000 | 58,000 | +12,000 | 14,452,280 | 17,906,340 | 1.98% | +3,454,060 |
| VIKING THERAPEUTICS INC(VKTX) | 85,000 | 216,288 | +131,288 | 2,252,500 | 5,684,049 | 0.63% | +3,431,549 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 8,000 | +8,000 | 0 | 3,353,680 | 0.37% | +3,353,680 |
| GUARDANT HEALTH INC(GH) | 0 | 50,000 | +50,000 | 0 | 3,124,000 | 0.35% | +3,124,000 |
| PROCEPT BIOROBOTICS CORP(PRCT) | 190,000 | 390,000 | +200,000 | 10,944,000 | 13,919,100 | 1.54% | +2,975,100 |
| KURA ONCOLOGY IN(KURA) | 250,000 | 490,000 | +240,000 | 1,442,500 | 4,336,500 | 0.48% | +2,894,000 |
| THE CIGNA GROUP(CI) | 32,000 | 46,500 | +14,500 | 10,578,560 | 13,403,625 | 1.48% | +2,825,065 |
| PRIVIA HEALTH GROUP INC(PRVA) | 91,189 | 194,189 | +103,000 | 2,097,347 | 4,835,306 | 0.54% | +2,737,959 |
| DANAHER CORPORATION(DHR) | 121,452 | 134,452 | +13,000 | 23,991,628 | 26,656,454 | 2.95% | +2,664,826 |
| OCULAR THERAPEUTIX INC(OCUL) | 0 | 202,000 | +202,000 | 0 | 2,361,380 | 0.26% | +2,361,380 |
| STRUCTURE THERAPEUTICS INC | 135,100 | 180,100 | +45,000 | 2,801,974 | 5,042,800 | 0.56% | +2,240,826 |
| XENON PHARMACEUTICALS INC(XENE) | 35,000 | 81,000 | +46,000 | 1,095,500 | 3,252,150 | 0.36% | +2,156,650 |
| DYNAVAX TECHNOLOGIES CORP | 565,000 | 772,000 | +207,000 | 5,604,800 | 7,665,960 | 0.85% | +2,061,160 |
| BIOMARIN PHARMACEUTICAL INC(BMRN) | 149,650 | 186,650 | +37,000 | 8,226,261 | 10,108,964 | 1.12% | +1,882,703 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 0 | 60,000 | +60,000 | 0 | 1,773,600 | 0.20% | +1,773,600 |
| ALKERMES PLC(ALKS) | 39,000 | 94,000 | +55,000 | 1,115,790 | 2,820,000 | 0.31% | +1,704,210 |
| IQVIA HLDGS INC(IQV) | 13,000 | 19,500 | +6,500 | 2,048,670 | 3,703,830 | 0.41% | +1,655,160 |
| ANNEXON INC(ANNX) | 460,000 | 823,000 | +363,000 | 1,104,000 | 2,510,150 | 0.28% | +1,406,150 |
| INSMED INC(INSM) | 175,435 | 131,885 | -43,550 | 17,655,778 | 18,992,759 | 2.10% | +1,336,981 |
| STEVANATO GROUP S P A | 0 | 51,000 | +51,000 | 0 | 1,313,250 | 0.15% | +1,313,250 |
| IOVANCE BIOTHERAPEUTICS INC(IOVA) | 647,827 | 1,097,827 | +450,000 | 1,114,262 | 2,382,285 | 0.26% | +1,268,023 |
| VERICEL CORP(VCEL) | 58,000 | 117,000 | +59,000 | 2,467,900 | 3,681,990 | 0.41% | +1,214,090 |
| IRHYTHM TECHNOLOGIES INC(IRTC) | 0 | 7,000 | +7,000 | 0 | 1,203,930 | 0.13% | +1,203,930 |
| RADNET INC(RDNT) | 46,000 | 50,000 | +4,000 | 2,617,860 | 3,810,500 | 0.42% | +1,192,640 |
| JANUX THERAPEUTICS INC(JANX) | 55,127 | 100,127 | +45,000 | 1,273,434 | 2,447,104 | 0.27% | +1,173,670 |
| NURIX THERAPEUTICS INC(NRIX) | 185,000 | 347,500 | +162,500 | 2,107,150 | 3,210,900 | 0.36% | +1,103,750 |
| JAZZ PHARMACEUTICALS PLC(JAZZ) | 109,030 | 95,030 | -14,000 | 11,570,264 | 12,524,954 | 1.39% | +954,690 |
| ARCELLX INC | 67,250 | 65,250 | -2,000 | 4,428,413 | 5,357,025 | 0.59% | +928,612 |
| ANTERIS TECHNOLOGIES GLOBAL | 1,250,763 | 1,250,763 | 0 | 4,740,392 | 5,628,434 | 0.62% | +888,042 |
| RELAY THERAPEUTICS INC(RLAY) | 460,000 | 460,000 | 0 | 1,591,600 | 2,401,200 | 0.27% | +809,600 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 65,755 | 56,255 | -9,500 | 3,346,272 | 4,124,054 | 0.46% | +777,782 |
| CENTENE CORP DEL(CNC) | 99,757 | 170,000 | +70,243 | 5,414,810 | 6,065,600 | 0.67% | +650,790 |
| XENCOR INC(XNCR) | 165,750 | 165,750 | 0 | 1,302,795 | 1,944,248 | 0.22% | +641,453 |
| INSPIRE MED SYS INC(INSP) | 30,500 | 61,000 | +30,500 | 3,957,985 | 4,526,200 | 0.50% | +568,215 |
| CVS HEALTH CORP(CVS) | 295,362 | 277,362 | -18,000 | 20,374,071 | 20,910,321 | 2.31% | +536,250 |
| NUVALENT INC(NUVL) | 52,500 | 52,500 | 0 | 4,005,750 | 4,540,200 | 0.50% | +534,450 |
| EXACT SCIENCES CORP(EXK) | 350,000 | 348,000 | -2,000 | 18,599,000 | 19,039,080 | 2.11% | +440,080 |
| AKERO THERAPEUTICS INC | 197,600 | 230,600 | +33,000 | 10,543,936 | 10,948,888 | 1.21% | +404,952 |
| LIVANOVA PLC(LIVN) | 53,000 | 53,000 | 0 | 2,386,060 | 2,776,140 | 0.31% | +390,080 |
| KRYSTAL BIOTECH INC(KRYS) | 12,750 | 11,750 | -1,000 | 1,752,615 | 2,074,228 | 0.23% | +321,613 |
| ALPHATEC HLDGS INC(ATEC) | 0 | 18,000 | +18,000 | 0 | 261,720 | 0.03% | +261,720 |
| MCKESSON CORP(MCK) | 27,717 | 26,600 | -1,117 | 20,310,463 | 20,549,564 | 2.27% | +239,101 |
| ULTRAGENYX PHARMACEUTICAL INC(RARE) | 93,100 | 119,400 | +26,300 | 3,385,116 | 3,591,552 | 0.40% | +206,436 |
| IMMUNOCORE HLDGS PLC(IMCR) | 28,278 | 28,278 | 0 | 887,364 | 1,027,340 | 0.11% | +139,976 |
| BIO-TECHNE CORP(TECH) | 15,000 | 15,000 | 0 | 771,750 | 834,450 | 0.09% | +62,700 |
| DENALI THERAPEUTICS INC(DNLI) | 100,000 | 100,000 | 0 | 1,399,000 | 1,452,000 | 0.16% | +53,000 |
| BRUKER CORP(BRKR) | 123,315 | 154,315 | +31,000 | 5,080,578 | 5,013,694 | 0.55% | -66,884 |
| BIONTECH SE(BNTX) | 35,870 | 35,870 | 0 | 3,819,079 | 3,537,499 | 0.39% | -281,580 |
| PENUMBRA INC(PEN) | 21,500 | 20,500 | -1,000 | 5,517,545 | 5,193,060 | 0.57% | -324,485 |
| INMUNE BIO INC | 178,284 | 0 | -178,284 | 411,836 | 0 | — | -411,836 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 45,000 | 207,000 | +162,000 | 2,124,000 | 1,484,190 | 0.16% | -639,810 |
| TG THERAPEUTICS INC(TGTX) | 115,000 | 93,000 | -22,000 | 4,138,850 | 3,359,625 | 0.37% | -779,225 |
| MERUS N V | 116,000 | 53,500 | -62,500 | 6,101,600 | 5,037,025 | 0.56% | -1,064,575 |
| ENCOMPASS HEALTH CORP(EHC) | 136,400 | 119,400 | -17,000 | 16,726,732 | 15,166,188 | 1.68% | -1,560,544 |
| SUMMIT THERAPEUTICS INC(SMMT) | 78,000 | 0 | -78,000 | 1,659,840 | 0 | — | -1,659,840 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 51,197 | 31,875 | -19,322 | 16,694,830 | 14,535,000 | 1.61% | -2,159,830 |
| ALIGN TECHNOLOGY INC | 66,500 | 83,000 | +16,500 | 12,590,445 | 10,393,260 | 1.15% | -2,197,185 |
| UNIVERSAL HLTH SVCS INC(UHS) | 26,000 | 12,000 | -14,000 | 4,709,900 | 2,453,280 | 0.27% | -2,256,620 |
| INTUITIVE SURGICAL INC | 44,350 | 48,500 | +4,150 | 24,100,234 | 21,690,655 | 2.40% | -2,409,579 |
| REPLIGEN CORP(RGEN) | 19,500 | 0 | -19,500 | 2,425,410 | 0 | — | -2,425,410 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 149,217 | 114,717 | -34,500 | 18,755,085 | 16,103,972 | 1.78% | -2,651,113 |
| ROYALTY PHARMA PLC(RPRX) | 344,000 | 258,500 | -85,500 | 12,394,320 | 9,119,880 | 1.01% | -3,274,440 |
| LILLY ELI & CO(LLY) | 57,870 | 53,420 | -4,450 | 45,111,401 | 40,759,460 | 4.51% | -4,351,941 |
| STRYKER CORPORATION(SYK) | 11,500 | 0 | -11,500 | 4,549,745 | 0 | — | -4,549,745 |
| NATERA INC(NTRA) | 57,500 | 31,000 | -26,500 | 9,714,050 | 4,990,070 | 0.55% | -4,723,980 |
| ASTRANA HEALTH INC(ASTH) | 190,000 | 0 | -190,000 | 4,727,200 | 0 | — | -4,727,200 |
| GLAUKOS CORP(GKOS) | 235,000 | 230,000 | -5,000 | 24,273,150 | 18,756,500 | 2.08% | -5,516,650 |
| ALCON AG(ALC) | 68,000 | 0 | -68,000 | 5,989,836 | 0 | — | -5,989,836 |
| MOLINA HEALTHCARE INC(MOH) | 22,200 | 0 | -22,200 | 6,613,380 | 0 | — | -6,613,380 |
| OSCAR HEALTH INC(OSCR) | 312,092 | 0 | -312,092 | 6,691,252 | 0 | — | -6,691,252 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 61,455 | 46,955 | -14,500 | 27,359,766 | 18,389,456 | 2.03% | -8,970,310 |
| GILEAD SCIENCES INC(GILD) | 168,150 | 80,150 | -88,000 | 18,642,791 | 8,896,650 | 0.98% | -9,746,141 |
| VERONA PHARMA PLC | 106,500 | 0 | -106,500 | 10,072,770 | 0 | — | -10,072,770 |
| ELEVANCE HEALTH INC(ELV) | 44,650 | 22,500 | -22,150 | 17,367,064 | 7,270,200 | 0.80% | -10,096,864 |