2026 Q1 Portfolio Activity
In 2026 Q1, Rhenman & Partners Asset Management AB maintained a portfolio of 105 distinct positions. The most significant new addition was STRYKER CORPORATION, now representing 1.94% of the total fund value. They heavily accumulated shares in GILEAD SCIENCES INC, increasing the position by 33.0%. The fund also reduced its exposure to COOPER COS INC by 84.7%.
Position History
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Total Positions
105
Quarter
2026 Q1
Top Holding
BSX (4.8%)
Top 10 Concentration
32.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 105
Rhenman & Partners Asset Management AB Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 4.84% | 3.84% |
#1
2
Prev: #3
|
6.4 |
—
|
193,793 | 44.9% |
P
S
|
625,000 | $39,218,750 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
REGN
REGENERON PHARM...
|
Healthcare | 4.59% | 4.43% |
#2
1
Prev: #1
|
3.3 |
—
|
-13,300 | -21.7% |
P
S
|
48,100 | $37,163,984 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LLY
LILLY ELI & CO
|
Healthcare | 3.83% | 4.24% |
#3
1
Prev: #2
|
2.5 |
—
|
-8,505 | -20.1% |
P
S
|
33,715 | $31,010,046 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INSM
INSMED INC
|
Healthcare | 3.22% | 1.85% |
#4
12
Prev: #16
|
4.3 |
—
|
46,175 | 40.7% |
P
S
|
159,760 | $26,123,955 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 2.98% | 2.49% |
#5
2
Prev: #7
|
2.2 |
—
|
1,000 | 0.3% |
P
S
|
336,500 | $24,167,430 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 2.88% | 1.45% |
#6
23
Prev: #29
|
3.7 |
—
|
41,600 | 33.0% |
P
S
|
167,750 | $23,379,318 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.51% | 1.82% |
#7
10
Prev: #17
|
3.5 |
—
|
7,700 | 22.9% |
P
S
|
41,340 | $20,319,850 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 2.47% | 1.52% |
#8
18
Prev: #26
|
3.0 |
—
|
16,750 | 18.1% |
P
S
|
109,100 | $20,001,303 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 2.40% | 1.45% |
#9
18
Prev: #27
|
3.5 |
—
|
9,230 | 26.9% |
P
S
|
43,485 | $19,417,792 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALHC
ALIGNMENT HEALT...
|
Healthcare | 2.29% | 1.86% |
#10
5
Prev: #15
|
1.4 |
—
|
44,000 | 4.4% |
P
S
|
1,053,450 | $18,561,789 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 2.10% | 2.54% |
#11
6
Prev: #5
|
0.8 |
—
|
-11,154 | -23.2% |
P
S
|
36,846 | $16,985,638 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COR
CENCORA INC
|
Healthcare | 2.03% | 2.00% |
#12
1
Prev: #11
|
1.3 |
—
|
-11,000 | -17.4% |
P
S
|
52,375 | $16,453,083 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.94% | — |
#13
Prev: #—
|
4.3 |
—
|
47,800 | — |
NEW
|
47,800 | $15,706,602 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.92% | 2.36% |
#14
6
Prev: #8
|
0.8 |
—
|
-39,000 | -35.3% |
P
S
|
71,575 | $15,566,847 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.85% | — |
#15
Prev: #—
|
4.2 |
—
|
85,300 | — |
NEW
|
85,300 | $14,983,798 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.80% | 1.96% |
#16
3
Prev: #13
|
0.7 |
—
|
-8,750 | -34.2% |
P
S
|
16,850 | $14,581,316 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JAZZ
JAZZ PHARMACEUT...
|
Healthcare | 1.77% | 1.18% |
#17
16
Prev: #33
|
1.2 |
—
|
1,860 | 2.5% |
P
S
|
75,890 | $14,347,005 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 1.65% | 0.76% |
#18
34
Prev: #52
|
3.7 |
—
|
65,000 | 81.2% |
P
S
|
145,000 | $13,393,650 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NBIX
NEUROCRINE BIOS...
|
Healthcare | 1.64% | 1.66% |
#19
2
Prev: #21
|
1.2 |
—
|
-24,650 | -19.6% |
P
S
|
100,841 | $13,284,793 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 1.61% | 1.54% |
#20
4
Prev: #24
|
1.1 |
—
|
-30,500 | -15.8% |
P
S
|
163,000 | $13,053,040 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDGL
MADRIGAL PHARMA...
|
Healthcare | 1.55% | 1.06% |
#21
16
Prev: #37
|
3.1 |
—
|
4,500 | 23.0% |
P
S
|
24,050 | $12,589,454 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNH
UNITED HEALTH G...
|
Healthcare | 1.52% | 1.69% |
#22
2
Prev: #20
|
1.1 |
—
|
-9,400 | -17.1% |
P
S
|
45,500 | $12,311,845 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PRCT
PROCEPT BIOROBO...
|
Healthcare | 1.47% | 1.80% |
#23
5
Prev: #18
|
0.6 |
—
|
-136,000 | -22.3% |
P
S
|
475,000 | $11,879,750 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BMRN
BIOMARIN PHARMA...
|
Healthcare | 1.44% | 1.19% |
#24
8
Prev: #32
|
1.1 |
—
|
-8,000 | -3.7% |
P
S
|
207,000 | $11,693,430 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.42% | — |
#25
Prev: #—
|
4.1 |
—
|
112,000 | — |
NEW
|
112,000 | $11,499,040 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 1.41% | 1.70% |
#26
7
Prev: #19
|
0.6 |
—
|
-11,210 | -24.5% |
P
S
|
34,465 | $11,403,435 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RPRX
ROYALTY PHARMA ...
|
Healthcare | 1.38% | 0.75% |
#27
26
Prev: #53
|
2.6 |
—
|
26,500 | 12.8% |
P
S
|
233,000 | $11,177,010 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 1.33% | 1.96% |
#28
14
Prev: #14
|
0.5 |
—
|
-51,000 | -44.4% |
P
S
|
63,800 | $10,783,476 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NTRA
NATERA INC
|
Healthcare | 1.27% | 0.87% |
#29
18
Prev: #47
|
3.0 |
—
|
11,100 | 27.4% |
P
S
|
51,600 | $10,319,484 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
THC
TENET HEALTHCAR...
|
Healthcare | 1.26% | 1.42% |
#30
1
Prev: #31
|
0.5 |
—
|
-22,504 | -29.4% |
P
S
|
54,000 | $10,190,340 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ADPT
ADAPTIVE BIOTEC...
|
Healthcare | 1.23% | 0.92% |
#31
12
Prev: #43
|
2.5 |
—
|
115,000 | 19.0% |
P
S
|
720,000 | $9,993,600 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LIVN
LIVANOVA PLC
|
Healthcare | 1.22% | 1.09% |
#32
4
Prev: #36
|
1.0 |
—
|
-35,000 | -18.4% |
P
S
|
155,000 | $9,851,800 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ELV
ELEVANCE HEALTH...
|
Healthcare | 1.17% | 0.49% |
#33
30
Prev: #63
|
3.5 |
—
|
17,300 | 115.3% |
P
S
|
32,300 | $9,455,825 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 1.12% | 0.90% |
#34
11
Prev: #45
|
1.4 |
—
|
no change | no change |
P
S
|
144,500 | $9,060,150 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GKOS
GLAUKOS CORP
|
Healthcare | 1.12% | 2.22% |
#35
26
Prev: #9
|
0.4 |
—
|
-126,000 | -60.0% |
P
S
|
84,000 | $9,043,440 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.12% | 0.56% |
#36
25
Prev: #61
|
3.4 |
—
|
26,500 | 100.0% |
P
S
|
53,000 | $9,038,620 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SNDX
SYNDAX PHARMACE...
|
Healthcare | 1.09% | 0.96% |
#37
3
Prev: #40
|
0.4 |
—
|
-107,750 | -22.1% |
P
S
|
379,250 | $8,859,280 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MIRM
MIRUM PHARMACEU...
|
Healthcare | 1.06% | 0.78% |
#38
13
Prev: #51
|
0.9 |
—
|
-13,650 | -12.8% |
P
S
|
92,605 | $8,554,850 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IDYA
IDEAYA Bioscien...
|
Healthcare | 1.05% | 0.81% |
#39
11
Prev: #50
|
0.9 |
—
|
5,500 | 2.2% |
P
S
|
255,500 | $8,513,260 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PNTG
PENNANT GROUP I...
|
Healthcare | 1.04% | 0.94% |
#40
2
Prev: #42
|
0.4 |
—
|
-81,947 | -22.9% |
P
S
|
275,399 | $8,394,162 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 1.03% | 1.54% |
#41
16
Prev: #25
|
0.4 |
—
|
-82,150 | -50.3% |
P
S
|
81,200 | $8,318,940 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WAY
WAYSTAR HLDG CO...
|
Healthcare | 1.02% | — |
#42
Prev: #—
|
3.9 |
—
|
342,566 | — |
NEW
|
342,566 | $8,259,266 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVR
ANTERIS TECHNOL...
|
Healthcare | 0.99% | 0.58% |
#43
16
Prev: #59
|
2.4 |
—
|
200,000 | 16.1% |
P
S
|
1,438,625 | $7,984,369 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.96% | 2.66% |
#44
40
Prev: #4
|
0.4 |
—
|
-206,000 | -69.6% |
P
S
|
90,000 | $7,798,500 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OSCR
OSCAR HEALTH IN...
|
Healthcare | 0.93% | 0.35% |
#45
27
Prev: #72
|
3.4 |
—
|
400,000 | 153.8% |
P
S
|
660,000 | $7,570,200 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IOVA
IOVANCE BIOTHER...
|
Healthcare | 0.89% | 0.41% |
#46
21
Prev: #67
|
2.9 |
—
|
460,000 | 28.8% |
P
S
|
2,055,327 | $7,214,198 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 0.88% | 0.48% |
#47
17
Prev: #64
|
3.4 |
—
|
120,500 | 84.5% |
P
S
|
263,071 | $7,126,593 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IONS
IONIS PHARMACEU...
|
Healthcare | 0.86% | 1.17% |
#48
14
Prev: #34
|
0.3 |
—
|
-65,600 | -41.4% |
P
S
|
92,900 | $6,975,861 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 0.85% | 0.38% |
#49
20
Prev: #69
|
0.8 |
—
|
-17,000 | -17.2% |
P
S
|
81,627 | $6,850,138 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BBIO
BRIDGEBIO PHARM...
|
Healthcare | 0.83% | 0.58% |
#50
7
Prev: #57
|
2.3 |
—
|
9,000 | 11.0% |
P
S
|
90,600 | $6,727,956 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 105 holdings