Rhenman & Partners Asset Management AB NRIX — NURIX THERAPEUTICS INC

Ownership history in Rhenman & Partners Asset Management AB  ·  8 quarters on record

AI Ownership Summary

Rhenman & Partners Asset Management AB reported NURIX THERAPEUTICS INC (NRIX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.95% in 2025 Q4. The latest visible filing shows NRIX at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NRIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rhenman & Partners Asset Management AB's position in NURIX THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NRIX was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NRIX stock page Rhenman & Partners Asset Management AB fund profile Rhenman & Partners Asset Management AB full holdings
How Rhenman & Partners Asset Management AB held NRIX — position size vs. price
% of Fund (quarterly)    NRIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 313,500 -224,000 -41.7% 0.60% $4.9M 2026-05-14 $16.00
2025 Q4 ADDED — — — 537,500 +190,000 +54.7% 0.95% $10.2M 2026-02-13 $15.60
2025 Q3 ADDED — — — 347,500 +162,500 +87.8% 0.36% $3.2M 2025-11-13 $12.43
2025 Q2 REDUCED 25.8% -18.5% ✅ 185,000 -64,336 -25.8% 0.27% $2.1M 2025-08-13 $10.57
2025 Q1 REDUCED 14.0% -4.1% ✅ 249,336 -40,664 -14.0% 0.34% $3.0M 2025-05-14 $9.58
2024 Q4 REDUCED — — — 290,000 -10,000 -3.3% 0.56% $5.5M 2025-02-13 $17.57
2024 Q3 ADDED — — — 300,000 +125,607 +72.0% 0.55% $6.7M 2024-11-13 $27.15
2024 Q2 INITIATED — — — 174,393 — — 0.35% $3.6M 2024-08-13 $21.53

🏢 Other funds also holding NRIX

As of 2026 Q1 — sorted by position size

Redmile Group, LLC 3Y 7Y 7.94% Trails Edge Capital Partners, LP 6.19% GENERAL ATLANTIC, L.P. 3Y 7Y 2.96% Vestal Point Capital, LP 2.82% Commodore Capital LP 3Y 2.04% Elmind Capital, LP 2.02% Deep Track Capital, LP 3Y 1.61% Foresite Capital Management V, LLC 3Y 1.52% Verdad Advisers, LP 3Y 1.46% Kynam Capital Management, LP 3Y 1.14%

FAQ About Rhenman & Partners Asset Management AB and NRIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Rhenman & Partners Asset Management AB reported owning NRIX?

Rhenman & Partners Asset Management AB reported NRIX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NRIX position in Rhenman & Partners Asset Management AB's portfolio?

The largest reported portfolio weight for NRIX was 0.95% in 2025 Q4.

What is the latest reported NRIX position on this page?

The most recent filing on this page is 2026 Q1, when Rhenman & Partners Asset Management AB reported 313,500 shares, equal to 0.60% of portfolio, with an estimated market value of $4.9M.

What does the chart on this NRIX ownership page compare?

The chart compares Rhenman & Partners Asset Management AB's quarterly NRIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Rhenman & Partners Asset Management AB time their NRIX position?

Based on 13F filing dates vs. subsequent NRIX price moves, Rhenman & Partners Asset Management AB correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on NRIX relative to SPY over the holding period was -30.6%.

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