Rhenman & Partners Asset Management AB
CIK: 0001599882SEC EDGAR →
Portfolio Value
$1.1B
Holdings
94
As of
Q4 2025
New Positions
13
Closed Positions
11
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | REGENERON PHARMACEUTICALS | 61,400 | $47.4M | 4.43% |
| 2 | LILLY ELI & CO | 42,220 | $45.4M | 4.24% |
| 3 | BOSTON SCIENTIFIC CORP | 431,207 | $41.1M | 3.84% |
| 4 | MEDTRONIC PLC | 296,000 | $28.4M | 2.66% |
| 5 | INTUITIVE SURGICAL INC | 48,000 | $27.2M | 2.54% |
| 6 | COOPER COS INC | 327,500 | $26.8M | 2.51% |
| 7 | CVS HEALTH CORP | 335,500 | $26.6M | 2.49% |
| 8 | ABBVIE INC | 110,575 | $25.3M | 2.36% |
| 9 | GLAUKOS CORP | 210,000 | $23.7M | 2.22% |
| 10 | DANAHER CORPORATION | 99,052 | $22.7M | 2.12% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 89 | $998.1M | 93.3% |
| Unknown | 4 | $50.5M | 4.7% |
| Consumer Cyclical | 1 | $21.4M | 2.0% |