Rhenman & Partners Asset Management AB
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| REGENERON PHARMACEUTICALS | 36,100 | 61,400 | +25,300 | 20,297,947 | 47,392,818 | +27,094,871 |
| VERA THERAPEUTICS INC | 130,000 | 420,000 | +290,000 | 3,777,800 | 21,268,800 | +17,491,000 |
| NUVALENT INC | 52,500 | 163,350 | +110,850 | 4,540,200 | 16,431,377 | +11,891,177 |
| AMGEN INC | 0 | 36,000 | +36,000 | 0 | 11,783,160 | +11,783,160 |
| COOPER COS INC | 237,000 | 327,500 | +90,500 | 16,248,720 | 26,841,900 | +10,593,180 |
| PENNANT GROUP INC | 0 | 357,346 | +357,346 | 0 | 10,059,290 | +10,059,290 |
| ARROWHEAD PHARMACEUTICALS IN | 0 | 144,500 | +144,500 | 0 | 9,593,355 | +9,593,355 |
| LIVANOVA PLC | 53,000 | 190,000 | +137,000 | 2,776,140 | 11,690,700 | +8,914,560 |
| MEDTRONIC PLC | 205,000 | 296,000 | +91,000 | 19,524,200 | 28,433,760 | +8,909,560 |
| IDEAYA Biosciences Inc | 0 | 250,000 | +250,000 | 0 | 8,642,500 | +8,642,500 |
| BIOGEN INC | 55,000 | 92,350 | +37,350 | 7,704,400 | 16,252,677 | +8,548,277 |
| NURIX THERAPEUTICS INC | 347,500 | 537,500 | +190,000 | 3,210,900 | 10,196,375 | +6,985,475 |
| GILEAD SCIENCES INC | 80,150 | 126,150 | +46,000 | 8,896,650 | 15,483,651 | +6,587,001 |
| DOXIMITY INC | 136,000 | 372,750 | +236,750 | 9,948,400 | 16,505,370 | +6,556,970 |
| BRIDGEBIO PHARMA INC | 0 | 81,600 | +81,600 | 0 | 6,241,584 | +6,241,584 |
| CVS HEALTH CORP | 277,362 | 335,500 | +58,138 | 20,910,321 | 26,625,280 | +5,714,959 |
| BRIGHTSPRING HEALTH SVCS INC | 60,000 | 198,000 | +138,000 | 1,773,600 | 7,415,100 | +5,641,500 |
| INTUITIVE SURGICAL INC | 48,500 | 48,000 | -500 | 21,690,655 | 27,185,280 | +5,494,625 |
| PROCEPT BIOROBOTICS CORP | 390,000 | 611,000 | +221,000 | 13,919,100 | 19,222,060 | +5,302,960 |
| STRUCTURE THERAPEUTICS INC | 180,100 | 147,600 | -32,500 | 5,042,800 | 10,265,580 | +5,222,780 |
| ALIGN TECHNOLOGY INC | 83,000 | 99,000 | +16,000 | 10,393,260 | 15,458,850 | +5,065,590 |
| GUARDANT HEALTH INC | 50,000 | 80,000 | +30,000 | 3,124,000 | 8,171,200 | +5,047,200 |
| GLAUKOS CORP | 230,000 | 210,000 | -20,000 | 18,756,500 | 23,711,100 | +4,954,600 |
| THERMO FISHER SCIENTIFIC INC | 30,040 | 33,640 | +3,600 | 14,570,001 | 19,492,698 | +4,922,697 |
| KURA ONCOLOGY IN | 490,000 | 872,000 | +382,000 | 4,336,500 | 9,060,080 | +4,723,580 |
| LILLY ELI & CO | 53,420 | 42,220 | -11,200 | 40,759,460 | 45,372,990 | +4,613,530 |
| PENUMBRA INC | 20,500 | 31,500 | +11,000 | 5,193,060 | 9,793,665 | +4,600,605 |
| EDWARDS LIFESCIENCES CORP | 155,000 | 193,500 | +38,500 | 12,054,350 | 16,495,875 | +4,441,525 |
| CHARLES RIV LABS INTL INC | 0 | 22,000 | +22,000 | 0 | 4,388,560 | +4,388,560 |
| IMMUNOCORE HLDGS PLC | 28,278 | 153,278 | +125,000 | 1,027,340 | 5,320,279 | +4,292,939 |
| NATERA INC | 31,000 | 40,500 | +9,500 | 4,990,070 | 9,278,145 | +4,288,075 |
| MIRUM PHARMACEUTICALS INC | 56,255 | 106,255 | +50,000 | 4,124,054 | 8,393,082 | +4,269,028 |
| APELLIS PHARMACEUTICALS INC | 232,250 | 374,450 | +142,200 | 5,255,818 | 9,406,184 | +4,150,366 |
| KRYSTAL BIOTECH INC | 11,750 | 25,000 | +13,250 | 2,074,228 | 6,163,500 | +4,089,272 |
| OSCAR HEALTH INC | 0 | 260,000 | +260,000 | 0 | 3,736,200 | +3,736,200 |
| ALNYLAM PHARMACEUTICALS INC | 31,875 | 45,675 | +13,800 | 14,535,000 | 18,162,664 | +3,627,664 |
| ARCELLX INC | 65,250 | 133,500 | +68,250 | 5,357,025 | 8,704,200 | +3,347,175 |
| TENET HEALTHCARE CORP | 58,429 | 76,504 | +18,075 | 11,863,424 | 15,202,875 | +3,339,451 |
| MOONLAKE IMMUNOTHERAPEUTICS | 207,000 | 364,000 | +157,000 | 1,484,190 | 4,797,520 | +3,313,330 |
| ASCENDIS PHARMA A/S | 0 | 15,000 | +15,000 | 0 | 3,198,600 | +3,198,600 |
| MADRIGAL PHARMACEUTICALS INC | 18,250 | 19,550 | +1,300 | 8,370,545 | 11,384,747 | +3,014,202 |
| XENON PHARMACEUTICALS INC | 81,000 | 139,000 | +58,000 | 3,252,150 | 6,229,980 | +2,977,830 |
| AGILENT TECHNOLOGIES INC | 0 | 20,000 | +20,000 | 0 | 2,721,400 | +2,721,400 |
| BIOMARIN PHARMACEUTICAL INC | 186,650 | 215,000 | +28,350 | 10,108,964 | 12,777,450 | +2,668,486 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 100,000 | +100,000 | 0 | 2,501,000 | +2,501,000 |
| ADAPTIVE BIOTECHNOLOGIES COR | 495,000 | 605,000 | +110,000 | 7,405,200 | 9,825,200 | +2,420,000 |
| IQVIA HLDGS INC | 19,500 | 26,500 | +7,000 | 3,703,830 | 5,973,365 | +2,269,535 |
| IOVANCE BIOTHERAPEUTICS INC | 1,097,827 | 1,595,327 | +497,500 | 2,382,285 | 4,355,243 | +1,972,958 |
| BRUKER CORP | 154,315 | 147,315 | -7,000 | 5,013,694 | 6,940,010 | +1,926,316 |
| WEST PHARMACEUTICAL SVSC INC | 0 | 7,000 | +7,000 | 0 | 1,925,980 | +1,925,980 |
| CENCORA INC | 62,375 | 63,375 | +1,000 | 19,494,059 | 21,404,906 | +1,910,847 |
| UNIQURE NV | 0 | 79,375 | +79,375 | 0 | 1,899,444 | +1,899,444 |
| NEUROCRINE BIOSCIENCES INC | 114,717 | 125,491 | +10,774 | 16,103,972 | 17,798,389 | +1,694,417 |
| STEVANATO GROUP S P A | 51,000 | 147,025 | +96,025 | 1,313,250 | 2,958,143 | +1,644,893 |
| STERIS PLC | 0 | 6,000 | +6,000 | 0 | 1,521,120 | +1,521,120 |
| RELAY THERAPEUTICS INC | 460,000 | 460,000 | 0 | 2,401,200 | 3,891,600 | +1,490,400 |
| SYNDAX PHARMACEUTICALS INC | 574,000 | 487,000 | -87,000 | 8,830,990 | 10,231,870 | +1,400,880 |
| STOKE THERAPEUTICS INC | 250,000 | 216,000 | -34,000 | 5,875,000 | 6,855,840 | +980,840 |
| ALKERMES PLC | 94,000 | 133,250 | +39,250 | 2,820,000 | 3,728,335 | +908,335 |
| OCULAR THERAPEUTIX INC | 202,000 | 265,000 | +63,000 | 2,361,380 | 3,217,100 | +855,720 |
| INSMED INC | 131,885 | 113,585 | -18,300 | 18,992,759 | 19,768,333 | +775,574 |
| JANUX THERAPEUTICS INC | 100,127 | 225,377 | +125,250 | 2,447,104 | 3,110,203 | +663,099 |
| XENCOR INC | 165,750 | 165,750 | 0 | 1,944,248 | 2,537,633 | +593,385 |
| ANTERIS TECHNOLOGIES GLOBAL | 1,250,763 | 1,238,625 | -12,138 | 5,628,434 | 6,180,739 | +552,305 |
| VERICEL CORP | 117,000 | 117,000 | 0 | 3,681,990 | 4,213,170 | +531,180 |
| MCKESSON CORP | 26,600 | 25,600 | -1,000 | 20,549,564 | 20,999,424 | +449,860 |
| ENCOMPASS HEALTH CORP | 119,400 | 146,263 | +26,863 | 15,166,188 | 15,524,355 | +358,167 |
| RHYTHM PHARMACEUTICALS INC | 35,000 | 35,000 | 0 | 3,534,650 | 3,746,400 | +211,750 |
| DENALI THERAPEUTICS INC | 100,000 | 100,000 | 0 | 1,452,000 | 1,651,000 | +199,000 |
| ALPHATEC HLDGS INC | 18,000 | 20,000 | +2,000 | 261,720 | 420,800 | +159,080 |
| JAZZ PHARMACEUTICALS PLC | 95,030 | 74,030 | -21,000 | 12,524,954 | 12,585,100 | +60,146 |
| IRHYTHM TECHNOLOGIES INC | 7,000 | 7,000 | 0 | 1,203,930 | 1,242,080 | +38,150 |
| AXSOME THERAPEUTICS INC | 172,800 | 114,800 | -58,000 | 20,986,560 | 20,967,072 | -19,488 |
| RADNET INC | 50,000 | 47,000 | -3,000 | 3,810,500 | 3,353,450 | -457,050 |
| INSULET CORP | 58,000 | 61,000 | +3,000 | 17,906,340 | 17,338,640 | -567,700 |
| BIO-TECHNE CORP | 15,000 | 0 | -15,000 | 834,450 | 0 | -834,450 |
| MINERALYS THERAPEUTICS INC | 165,000 | 142,571 | -22,429 | 6,256,800 | 5,173,902 | -1,082,898 |
| ROYALTY PHARMA PLC | 258,500 | 206,500 | -52,000 | 9,119,880 | 7,979,160 | -1,140,720 |
| TG THERAPEUTICS INC | 93,000 | 73,250 | -19,750 | 3,359,625 | 2,183,583 | -1,176,042 |
| INSPIRE MED SYS INC | 61,000 | 35,800 | -25,200 | 4,526,200 | 3,301,834 | -1,224,366 |
| BIONTECH SE | 35,870 | 20,870 | -15,000 | 3,537,499 | 1,986,824 | -1,550,675 |
| BOSTON SCIENTIFIC CORP | 438,000 | 431,207 | -6,793 | 42,761,940 | 41,115,587 | -1,646,353 |
| PRIVIA HEALTH GROUP INC | 194,189 | 125,000 | -69,189 | 4,835,306 | 2,963,750 | -1,871,556 |
| ELEVANCE HEALTH INC | 22,500 | 15,000 | -7,500 | 7,270,200 | 5,258,250 | -2,011,950 |
| UNIVERSAL HLTH SVCS INC | 12,000 | 0 | -12,000 | 2,453,280 | 0 | -2,453,280 |
| ANNEXON INC | 823,000 | 0 | -823,000 | 2,510,150 | 0 | -2,510,150 |
| VIKING THERAPEUTICS INC | 216,288 | 83,000 | -133,288 | 5,684,049 | 2,919,940 | -2,764,109 |
| THE CIGNA GROUP | 46,500 | 38,650 | -7,850 | 13,403,625 | 10,637,640 | -2,765,985 |
| DIANTHUS THERAPEUTICS INC | 173,627 | 98,627 | -75,000 | 6,832,222 | 4,064,419 | -2,767,803 |
| VERTEX PHARMACEUTICALS INC | 46,955 | 34,255 | -12,700 | 18,389,456 | 15,529,847 | -2,859,609 |
| UNITED THERAPEUTICS CORP DEL | 8,000 | 0 | -8,000 | 3,353,680 | 0 | -3,353,680 |
| UNITED HEALTH GROUP INC | 62,530 | 54,900 | -7,630 | 21,591,609 | 18,123,039 | -3,468,570 |
| ULTRAGENYX PHARMACEUTICAL INC | 119,400 | 0 | -119,400 | 3,591,552 | 0 | -3,591,552 |
| DANAHER CORPORATION | 134,452 | 99,052 | -35,400 | 26,656,454 | 22,674,984 | -3,981,470 |
| CENTENE CORP DEL | 170,000 | 46,231 | -123,769 | 6,065,600 | 1,902,406 | -4,163,194 |
| ABBVIE INC | 130,375 | 110,575 | -19,800 | 30,187,028 | 25,265,282 | -4,921,746 |
| MERUS N V | 53,500 | 0 | -53,500 | 5,037,025 | 0 | -5,037,025 |
| ALIGNMENT HEALTHCARE INC | 1,479,284 | 1,009,450 | -469,834 | 25,813,506 | 19,936,638 | -5,876,868 |
| DYNAVAX TECHNOLOGIES CORP | 772,000 | 0 | -772,000 | 7,665,960 | 0 | -7,665,960 |
| IONIS PHARMACEUTICALS INC | 310,000 | 158,500 | -151,500 | 20,280,200 | 12,538,935 | -7,741,265 |