Titelia

Holdings of Rhenman & Partners Asset Management AB

76 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.6 % of the equity sleeve

Sector breakdown

  • Health care 57.0 %
  • Technology 2.0 %
  • Industrials 0.9 %
  • Unattributed 40.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • DK 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US75746M $99.54 %
2DK13.4M $0.46 %

Positions

RankCompanySharesValueWeight
1Boston Scientific Corp 625,00039.2M $
2Regeneron Pharmaceuticals, Inc. 48,10037.2M $
3Eli Lilly & Co 33,71531M $
4Insmed Inc 159,76026.1M $
5CVS Health Corp 336,50024.2M $
6Gilead Sciences Inc 167,75023.4M $
7Thermo Fisher Scientific Inc 41,34020.3M $
8Biogen Inc 109,10020M $
9Vertex Pharmaceuticals Inc 43,48519.4M $
10Alignment Healthcare Inc 1,053,45018.6M $
11Intuitive Surgical Inc 36,84617M $
12Cencora Inc 52,37516.5M $
13Stryker Corp 47,80015.7M $
14AbbVie Inc 71,57515.6M $
15Veeva Systems Inc 85,30015M $
16McKesson Corp 16,85014.6M $
17Guardant Health Inc 145,00013.4M $
18Neurocrine Biosciences Inc 100,84113.3M $
19Edwards Lifesciences Corp 163,00013.1M $
20Madrigal Pharmaceuticals Inc 24,05012.6M $
21UnitedHealth Group Inc 45,50012.3M $
22PROCEPT BIOROBOTICS CORP 475,00011.9M $
23BioMarin Pharmaceutical Inc 207,00011.7M $
24Abbott Laboratories 112,00011.5M $
25Alnylam Pharmaceuticals Inc 34,46511.4M $
26Axsome Therapeutics Inc 63,80010.8M $
27Natera Inc 51,60010.3M $
28Tenet Healthcare Corp 54,00010.2M $
29Adaptive Biotechnologies Corp 720,00010M $
30Elevance Health Inc 32,3009.5M $
31Arrowhead Pharmaceuticals Inc 144,5009.1M $
32Glaukos Corp 84,0009M $
33IQVIA Holdings Inc 53,0009M $
34Syndax Pharmaceuticals Inc 379,2508.9M $
35Mirum Pharmaceuticals Inc 92,6058.6M $
36Ideaya Biosciences Inc 255,5008.5M $
37Pennant Group Inc/The 275,3998.4M $
38Nuvalent Inc 81,2008.3M $
39Waystar Holding Corp 342,5668.3M $
40Anteris Technologies Global Corp 1,438,6258M $
41Oscar Health Inc 660,0007.6M $
42Iovance Biotherapeutics Inc 2,055,3277.2M $
43Mineralys Therapeutics Inc 263,0717.1M $
44Ionis Pharmaceuticals Inc 92,9007M $
45Dianthus Therapeutics Inc 81,6276.9M $
46Bridgebio Pharma Inc 90,6006.7M $
47Apogee Therapeutics Inc 75,0006.3M $
48Structure Therapeutics Inc 128,1006.2M $
49Cardinal Health, Inc. 27,0005.7M $
50Encompass Health Corp 56,2635.4M $
51Amgen Inc 15,2005.3M $
52Viking Therapeutics Inc 160,0005.2M $
53Nurix Therapeutics Inc 313,5004.9M $
54Charles River Laboratories International Inc 26,0004.5M $
55Krystal Biotech Inc 16,6754.3M $
56Doximity Inc 183,8084.3M $
57Nektar Therapeutics 59,0004.2M $
58Denali Therapeutics Inc 199,0003.8M $
59Relay Therapeutics Inc 360,0003.6M $
60Cooper Cos Inc/The 50,0003.6M $
61Sionna Therapeutics Inc 87,5003.5M $
62Ascendis Pharma A/S 15,0003.4M $
63Danaher Corp 18,0523.4M $
64Insulet Corp 14,0002.9M $
65Agilent Technologies Inc 25,0002.8M $
66Stoke Therapeutics Inc 83,0002.7M $
67Esperion Therapeutics Inc 985,0002.7M $
68Immunocore Holdings PLC 85,7242.6M $
69Ocular Therapeutix Inc 305,0002.6M $
70Vericel Corp 70,0002.3M $
71Kura Oncology Inc 271,5002.2M $
72Cigna Group/The 8,0002.1M $
73BrightSpring Health Services Inc 50,0002.1M $
74Align Technology Inc 7,5001.3M $
75Alphatec Holdings Inc 70,000761.6K $
76Compass Therapeutics Inc 115,113608.9K $