Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rhenman & Partners Asset Management AB (CIK 1599882) reported $810.5M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSX ($39.2M, 4.84%), REGN ($37.2M, 4.59%), LLY ($31.0M, 3.83%), INSM ($26.1M, 3.22%), CVS ($24.2M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | $39.2M | 4.84% | 625,000 | Added |
| 2 | REGN | REGENERON PHARMACEUTICALS | $37.2M | 4.59% | 48,100 | Trimmed |
| 3 | LLY | LILLY ELI & CO | $31.0M | 3.83% | 33,715 | Trimmed |
| 4 | INSM | INSMED INC | $26.1M | 3.22% | 159,760 | Added |
| 5 | CVS | CVS HEALTH CORP | $24.2M | 2.98% | 336,500 | Added |
| 6 | GILD | GILEAD SCIENCES INC | $23.4M | 2.88% | 167,750 | Added |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $20.3M | 2.51% | 41,340 | Added |
| 8 | BIIB | BIOGEN INC | $20.0M | 2.47% | 109,100 | Added |
| 9 | VRTX | VERTEX PHARMACEUTICALS INC | $19.4M | 2.40% | 43,485 | Added |
| 10 | ALHC | ALIGNMENT HEALTHCARE INC | $18.6M | 2.29% | 1.1M | Added |
| 11 | ISRG | INTUITIVE SURGICAL INC | $17.0M | 2.10% | 36,846 | Trimmed |
| 12 | ABC | CENCORA INC | $16.5M | 2.03% | 52,375 | Trimmed |
| 13 | SYK | STRYKER CORPORATION | $15.7M | 1.94% | 47,800 | New |
| 14 | ABBV | ABBVIE INC | $15.6M | 1.92% | 71,575 | Trimmed |
| 15 | VEEV | VEEVA SYS INC | $15.0M | 1.85% | 85,300 | New |
| 16 | MCK | MCKESSON CORP | $14.6M | 1.80% | 16,850 | Trimmed |
| 17 | JAZZ | JAZZ PHARMACEUTICALS PLC | $14.3M | 1.77% | 75,890 | Added |
| 18 | GH | GUARDANT HEALTH INC | $13.4M | 1.65% | 145,000 | Added |
| 19 | NBIX | NEUROCRINE BIOSCIENCES INC | $13.3M | 1.64% | 100,841 | Trimmed |
| 20 | EW | EDWARDS LIFESCIENCES CORP | $13.1M | 1.61% | 163,000 | Trimmed |
| 21 | MDGL | MADRIGAL PHARMACEUTICALS INC | $12.6M | 1.55% | 24,050 | Added |
| 22 | UNH | UNITED HEALTH GROUP INC | $12.3M | 1.52% | 45,500 | Trimmed |
| 23 | PRCT | PROCEPT BIOROBOTICS CORP | $11.9M | 1.47% | 475,000 | Trimmed |
| 24 | BMRN | BIOMARIN PHARMACEUTICAL INC | $11.7M | 1.44% | 207,000 | Trimmed |
| 25 | ABT | ABBOTT LABORATORIES | $11.5M | 1.42% | 112,000 | New |
Source: SEC Form 13F filings · as of 2026-03-31