2026 Q2 Portfolio Activity
In 2026 Q2, Rhenman & Partners Asset Management AB maintained a portfolio of 107 distinct positions. The most significant new addition was ASTRAZENECA PLC, now representing 2.69% of the total fund value. They heavily accumulated shares in UNITED HEALTH GROUP INC, increasing the position by 105.7%. The fund also reduced its exposure to BOSTON SCIENTIFIC CORP by 27.9%.
Position History
hover any row below to update
Loading…
Total Positions
107
Quarter
2026 Q2
Top Holding
UNH (3.7%)
Top 10 Concentration
25.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 107
Rhenman & Partners Asset Management AB Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
UNH
UNITED HEALTH G...
|
Healthcare | 3.67% | 1.52% |
#1
21
Prev: #22
|
6.5 |
—
|
48,100 | 105.7% |
P
S
|
93,600 | $38,902,968 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 2.73% | 2.98% |
#2
3
Prev: #5
|
3.1 |
—
|
-57,126 | -17.0% |
P
S
|
279,374 | $28,901,240 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AZNCF
ASTRAZENECA PLC
|
Unknown | 2.69% | — |
#3
Prev: #—
|
5.6 |
—
|
151,500 | — |
NEW
|
151,500 | $28,480,798 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 2.59% | — |
#4
Prev: #—
|
5.0 |
—
|
213,500 | — |
NEW
|
213,500 | $27,434,750 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LLY
LILLY ELI & CO
|
Healthcare | 2.53% | 3.83% |
#5
2
Prev: #3
|
1.5 |
—
|
-11,400 | -33.8% |
P
S
|
22,315 | $26,765,280 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.30% | 1.92% |
#6
8
Prev: #14
|
3.4 |
—
|
25,200 | 35.2% |
P
S
|
96,775 | $24,352,461 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ALHC
ALIGNMENT HEALT...
|
Healthcare | 2.24% | 2.29% |
#7
3
Prev: #10
|
1.4 |
—
|
-56,367 | -5.4% |
P
S
|
997,083 | $23,740,546 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 2.22% | 1.61% |
#8
12
Prev: #20
|
3.9 |
—
|
97,000 | 59.5% |
P
S
|
260,000 | $23,519,600 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.13% | 2.88% |
#9
3
Prev: #6
|
2.9 |
—
|
10,500 | 6.3% |
P
S
|
178,250 | $22,520,105 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 1.99% | 1.77% |
#10
7
Prev: #17
|
2.8 |
—
|
11,550 | 15.2% |
P
S
|
87,440 | $21,070,417 | 2014 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 1.93% | 2.47% |
#11
3
Prev: #8
|
1.3 |
—
|
-14,250 | -13.1% |
P
S
|
94,850 | $20,493,291 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.93% | 1.94% |
#12
1
Prev: #13
|
3.3 |
—
|
17,200 | 36.0% |
P
S
|
65,000 | $20,464,600 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 1.81% | 4.84% |
#13
12
Prev: #1
|
0.7 |
—
|
-174,500 | -27.9% |
P
S
|
450,500 | $19,227,340 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.74% | — |
#14
Prev: #—
|
4.2 |
—
|
72,500 | — |
NEW
|
72,500 | $18,412,825 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 1.63% | 1.65% |
#15
3
Prev: #18
|
0.7 |
—
|
-30,000 | -20.7% |
P
S
|
115,000 | $17,253,450 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 1.61% | 4.59% |
#16
14
Prev: #2
|
0.6 |
—
|
-20,710 | -43.1% |
P
S
|
27,390 | $17,078,761 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GKOS
GLAUKOS CORP
|
Healthcare | 1.57% | 1.12% |
#17
18
Prev: #35
|
3.1 |
—
|
35,000 | 41.7% |
P
S
|
119,000 | $16,631,440 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 1.57% | 1.44% |
#18
6
Prev: #24
|
3.1 |
—
|
83,500 | 40.3% |
P
S
|
290,500 | $16,622,410 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 1.57% | 0.60% |
#19
38
Prev: #57
|
3.6 |
—
|
370,750 | 118.3% |
P
S
|
684,250 | $16,599,905 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.56% | 1.27% |
#20
9
Prev: #29
|
2.6 |
—
|
9,450 | 18.3% |
P
S
|
61,050 | $16,572,022 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 1.54% | 1.06% |
#21
17
Prev: #38
|
3.6 |
—
|
46,600 | 50.3% |
P
S
|
139,205 | $16,296,729 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
INSM
INSMED INC
|
Healthcare | 1.53% | 3.22% |
#22
18
Prev: #4
|
1.1 |
—
|
-7,800 | -4.9% |
P
S
|
151,960 | $16,201,975 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
THC
TENET HEALTHCAR...
|
Healthcare | 1.50% | 1.26% |
#23
7
Prev: #30
|
3.6 |
—
|
31,200 | 57.8% |
P
S
|
85,200 | $15,939,216 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.49% | 2.51% |
#24
17
Prev: #7
|
0.6 |
—
|
-9,760 | -23.6% |
P
S
|
31,580 | $15,832,949 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CNC
CENTENE CORP DE...
|
Healthcare | 1.48% | — |
#25
Prev: #—
|
4.1 |
—
|
244,000 | — |
NEW
|
244,000 | $15,662,360 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 1.46% | 1.33% |
#26
2
Prev: #28
|
1.1 |
—
|
-750 | -1.2% |
P
S
|
63,050 | $15,432,748 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DHR
DANAHER CORPORA...
|
Healthcare | 1.44% | 0.42% |
#27
43
Prev: #70
|
3.6 |
—
|
62,200 | 344.6% |
P
S
|
80,252 | $15,286,401 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.44% | 2.40% |
#28
19
Prev: #9
|
0.6 |
—
|
-12,800 | -29.4% |
P
S
|
30,685 | $15,242,160 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AVR
ANTERIS TECHNOL...
|
Healthcare | 1.43% | 0.99% |
#29
14
Prev: #43
|
2.6 |
—
|
100,000 | 7.0% |
P
S
|
1,538,625 | $15,155,456 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 1.37% | 1.64% |
#30
11
Prev: #19
|
1.0 |
—
|
-15,000 | -14.9% |
P
S
|
85,841 | $14,467,213 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PNTG
PENNANT GROUP I...
|
Healthcare | 1.30% | 1.04% |
#31
9
Prev: #40
|
3.0 |
—
|
96,072 | 34.9% |
P
S
|
371,471 | $13,725,853 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.30% | 2.10% |
#32
21
Prev: #11
|
1.0 |
—
|
-2,346 | -6.4% |
P
S
|
34,500 | $13,719,960 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 1.27% | 1.17% |
#33
Prev: #33
|
2.5 |
—
|
2,600 | 8.0% |
P
S
|
34,900 | $13,496,877 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 1.27% | 1.22% |
#34
2
Prev: #32
|
2.5 |
—
|
9,000 | 5.8% |
P
S
|
164,000 | $13,485,720 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COR
CENCORA INC
|
Healthcare | 1.25% | 2.03% |
#35
23
Prev: #12
|
1.0 |
—
|
-5,597 | -10.7% |
P
S
|
46,778 | $13,237,238 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRL
CHARLES RIV LAB...
|
Healthcare | 1.22% | 0.55% |
#36
23
Prev: #59
|
3.5 |
—
|
31,200 | 120.0% |
P
S
|
57,200 | $12,972,388 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IDYA
IDEAYA Bioscien...
|
Healthcare | 1.21% | 1.05% |
#37
2
Prev: #39
|
3.0 |
—
|
88,300 | 34.6% |
P
S
|
343,800 | $12,813,426 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.18% | 1.80% |
#38
22
Prev: #16
|
1.0 |
—
|
-300 | -1.8% |
P
S
|
16,550 | $12,505,180 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 1.16% | 1.09% |
#39
2
Prev: #37
|
3.0 |
—
|
181,000 | 47.7% |
P
S
|
560,250 | $12,247,065 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BTSG
BRIGHTSPRING HE...
|
Healthcare | 1.09% | 0.26% |
#40
41
Prev: #81
|
3.4 |
—
|
115,896 | 231.8% |
P
S
|
165,896 | $11,569,587 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 1.07% | 0.96% |
#41
3
Prev: #44
|
3.4 |
—
|
55,000 | 61.1% |
P
S
|
145,000 | $11,343,350 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 1.06% | 0.88% |
#42
5
Prev: #47
|
3.4 |
—
|
153,300 | 58.3% |
P
S
|
416,371 | $11,233,690 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
OSCR
OSCAR HEALTH IN...
|
Healthcare | 1.06% | 0.93% |
#43
2
Prev: #45
|
0.4 |
—
|
-268,000 | -40.6% |
P
S
|
392,000 | $11,179,840 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RPRX
ROYALTY PHARMA ...
|
Healthcare | 1.04% | 1.38% |
#44
17
Prev: #27
|
0.9 |
—
|
-36,000 | -15.5% |
P
S
|
197,000 | $11,045,790 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DXCM
DEXCOM INC
|
Healthcare | 1.02% | — |
#45
Prev: #—
|
3.9 |
—
|
160,000 | — |
NEW
|
160,000 | $10,776,000 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ALGN
ALIGN TECHNOLOG...
|
Healthcare | 1.00% | 0.16% |
#46
37
Prev: #83
|
3.4 |
—
|
55,500 | 740.0% |
P
S
|
63,000 | $10,625,580 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 1.00% | — |
#47
Prev: #—
|
3.9 |
—
|
119,300 | — |
NEW
|
119,300 | $10,591,454 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 1.00% | 0.44% |
#48
18
Prev: #66
|
3.4 |
—
|
206,000 | 57.2% |
P
S
|
566,000 | $10,589,860 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.98% | 1.12% |
#49
15
Prev: #34
|
0.9 |
—
|
-16,500 | -11.4% |
P
S
|
128,000 | $10,433,280 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
A
AGILENT TECHNOL...
|
Healthcare | 0.94% | 0.35% |
#50
22
Prev: #72
|
3.4 |
—
|
50,000 | 200.0% |
P
S
|
75,000 | $9,962,250 | 2013 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 107 holdings