Rhenman & Partners Asset Management Ab Portfolio Holdings

Rhenman & Partners Asset Management Ab

  • $840 Million
  • Q1 2025

Rhenman & Partners Asset Management Ab has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $840 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $40.6M, Eli Lilly & CO with a value of $34.5M, Vertex Pharmaceuticals Inc with a value of $32.4M, Mckesson Corp with a value of $31.8M, and Boston Scientific Corp with a value of $30.3M.

Examining the 13F form we can see an decrease of $119M in the current position value, from $959M to 840M.

Rhenman & Partners Asset Management Ab is based out at Stockholm, V7

Below you can find more details about Rhenman & Partners Asset Management Ab portfolio as well as his latest detailed transactions.

Portfolio value $840 Million
Healthcare: $839 Million
Basic Materials: $775,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12B
$3.79 Million 0.45% of portfolio
37,400
Q1 2025 Reduced 33.21%
$2.55B
$3.74 Million 0.45% of portfolio
92,500
Q1 2025 New
$3.28B
$3.72 Million 0.44% of portfolio
52,500
Q1 2025 Reduced 27.59%
$1.85B
$3.32 Million 0.4% of portfolio
73,755
Q4 2024 Reduced 29.76%
$25.5B
$3.26 Million 0.39% of portfolio
35,750
Q1 2025 Reduced 32.23%
$3.41B
$3.2 Million 0.38% of portfolio
17,750
Q1 2025 Reduced 25.26%
$2.45B
$3.14 Million 0.37% of portfolio
74,500
Q4 2024 Reduced 6.29%
$2.6B
$2.97 Million 0.35% of portfolio
82,000
Q1 2025 New
$562M
$2.96 Million 0.35% of portfolio
249,336
Q1 2025 Reduced 14.02%
$198B
$2.96 Million 0.35% of portfolio
33,000
Q1 2025 Reduced 88.11%
$2.76B
$2.85 Million 0.34% of portfolio
43,500
Q4 2024 Added 35.94%
$3.73B
$2.55 Million 0.3% of portfolio
16,000
Q1 2025 Reduced 89.34%
$2.03B
$2.42 Million 0.29% of portfolio
100,000
Q1 2025 Added 11.11%
$5B
$2.44 Million 0.29% of portfolio
81,000
Q1 2025 Reduced 61.88%
$328M
$2.16 Million 0.26% of portfolio
647,827
Q1 2025 Reduced 47.56%
$2.55B
$2.2 Million 0.26% of portfolio
98,189
Q1 2025 Reduced 18.98%
$1.59B
$1.76 Million 0.21% of portfolio
45,000
Q1 2025 New
$5.57B
$1.77 Million 0.21% of portfolio
42,315
Q1 2025 Added 16.52%
$77.9M
$1.54 Million 0.18% of portfolio
1,066,495
Q1 2025 Reduced 44.31%
$133M
$1.39 Million 0.17% of portfolio
178,284
Q3 2023 Added 256.57%
$1.96B
$1.36 Million 0.16% of portfolio
100,000
Q1 2025 New
$392M
$1.28 Million 0.15% of portfolio
183,000
Q1 2025 Added 17.68%
$155B
$1.25 Million 0.15% of portfolio
4,000
Q1 2025 Added 33.33%
$695M
$1.3 Million 0.15% of portfolio
200,000
Q1 2025 New
$4.83B
$1.29 Million 0.15% of portfolio
39,000
Q1 2025 Reduced 50.0%
$434M
$1.29 Million 0.15% of portfolio
195,000
Q1 2025 Reduced 38.0%
$586M
$1.24 Million 0.15% of portfolio
783,000
Q1 2025 Reduced 21.7%
$11.6B
$1.22 Million 0.15% of portfolio
7,000
Q1 2025 New
$368M
$1.21 Million 0.14% of portfolio
460,000
Q3 2024 Added 100.0%
$9.36B
$1.16 Million 0.14% of portfolio
3,800
Q1 2025 Reduced 44.12%
$1.99B
$1.17 Million 0.14% of portfolio
35,000
Q2 2024 New
$114M
$887,000 0.11% of portfolio
460,000
Q1 2025 Reduced 15.21%
$1.44B
$839,000 0.1% of portfolio
28,278
Q1 2025 Reduced 51.48%
$8.86B
$775,000 0.09% of portfolio
47,826
Q1 2025 Reduced 22.64%
$3.55B
$713,000 0.08% of portfolio
25,924
Q1 2025 Reduced 82.12%
$1.08B
$647,000 0.08% of portfolio
39,500
Q1 2025 Reduced 51.83%
$2.01B
$617,000 0.07% of portfolio
28,250
Q1 2025 Reduced 85.56%
$9.7B
$588,000 0.07% of portfolio
2,200
Q1 2025 New
$6.71B
$572,000 0.07% of portfolio
4,500
Q1 2025 Reduced 50.0%
Anteris Technologies Global
-
$0 0.0% of portfolio
-
Q1 2025 New
Structure Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Cooper Cos Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 105.22%
Dianthus Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 11.08%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $840 Million
  • Prior Value $959 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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