Rhenman & Partners Asset Management AB

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
REGENERON PHARMACEUTICALS, INC.	—	$47.39M	61,400	4.4%
ELI LILLY & Co	—	$45.37M	42,220	4.2%
BOSTON SCIENTIFIC CORP	—	$41.12M	431,207	3.8%
Medtronic plc	—	$28.43M	296,000	2.7%
Intuitive Surgical Inc	—	$27.19M	48,000	2.5%
COOPER COMPANIES, INC.	—	$26.84M	327,500	2.5%
CVS HEALTH Corp	—	$26.63M	335,500	2.5%
AbbVie Inc.	—	$25.27M	110,575	2.4%
Glaukos Corp	—	$23.71M	210,000	2.2%
DANAHER CORP /DE	—	$22.67M	99,052	2.1%
Cencora Inc	—	$21.40M	63,375	2.0%
Vera Therapeutics, Inc.	—	$21.27M	420,000	2.0%
MCKESSON CORP	—	$21.00M	25,600	2.0%
Axsome Therapeutics, Inc.	—	$20.97M	114,800	2.0%
Alignment Healthcare, Inc.	—	$19.94M	1,009,450	1.9%
INSMED INC	—	$19.77M	113,585	1.8%
THERMO FISHER SCIENTIFIC INC.	—	$19.49M	33,640	1.8%
PROCEPT BioRobotics Corp	—	$19.22M	611,000	1.8%
Alnylam Pharmaceuticals Inc	—	$18.16M	45,675	1.7%
UNITEDHEALTH GROUP INC	—	$18.12M	54,900	1.7%
NEUROCRINE BIOSCIENCES INC	—	$17.80M	125,491	1.7%
Insulet Corp	—	$17.34M	61,000	1.6%
Doximity, Inc.	—	$16.51M	372,750	1.5%
Edwards Lifesciences Corp	—	$16.50M	193,500	1.5%
Nuvalent, Inc.	—	$16.43M	163,350	1.5%
BIOGEN INC.	—	$16.25M	92,350	1.5%
VERTEX PHARMACEUTICALS INC / MA	—	$15.53M	34,255	1.5%
Encompass Health Corp	—	$15.52M	146,263	1.5%
GILEAD SCIENCES, INC.	—	$15.48M	126,150	1.4%
Align Technology, Inc.	—	$15.46M	99,000	1.4%
TENET HEALTHCARE CORP	—	$15.20M	76,504	1.4%
BioMarin Pharmaceutical Inc	—	$12.78M	215,000	1.2%
Jazz Pharmaceuticals PLC	—	$12.59M	74,030	1.2%
IONIS PHARMACEUTICALS INC	—	$12.54M	158,500	1.2%
AMGEN INC	—	$11.78M	36,000	1.1%
LivaNova PLC	—	$11.69M	190,000	1.1%
MADRIGAL PHARMACEUTICALS, INC.	—	$11.38M	19,550	1.1%
Cigna Group	—	$10.64M	38,650	1.0%
Structure Therapeutics Inc.GPCR	ADR	$10.27M	147,600	1.0%
Syndax Pharmaceuticals Inc	—	$10.23M	487,000	1.0%
Nurix Therapeutics, Inc.	—	$10.20M	537,500	1.0%
Pennant Group, Inc.	—	$10.06M	357,346	0.9%
Adaptive Biotechnologies Corp	—	$9.83M	605,000	0.9%
Penumbra Inc	—	$9.79M	31,500	0.9%
ARROWHEAD PHARMACEUTICALS, INC.	—	$9.59M	144,500	0.9%
Apellis Pharmaceuticals, Inc.	—	$9.41M	374,450	0.9%
Natera, Inc.	—	$9.28M	40,500	0.9%
Kura Oncology, Inc.	—	$9.06M	872,000	0.8%
Arcellx, Inc.	—	$8.70M	133,500	0.8%
IDEAYA BIOSCIENCES, INC.	—	$8.64M	250,000	0.8%