Rhenman & Partners Asset Management AB
Rhenman & Partners Asset Management AB reported 99 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are UNH (3.7%), CVS (2.7%) and AZN (2.7%). Compared with Q1 2026, the fund opened new positions in AZN, MRK and JNJ, added to UNH, ABBV and EW, trimmed CVS, LLY and ALHC and sold out of ADPT, IQV and ASND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UNH Unitedhealth Group Inc | $38.9M | 3.7% | 94K | +48K (+106%) | 8 of 8 | |
| 2 |  CVS Cvs Health Corp | $28.9M | 2.7% | 279K | −57K (−17%) | 8 of 8 | |
| 3 |  AZN Astrazeneca PLC Ord | $28.5M | 2.7% | 152K | New position | 1 of 8 | |
| 4 |  MRK Merck & Co Inc | $27.4M | 2.6% | 214K | New position | 4 of 8 | |
| 5 |  LLY Eli Lilly & Co | $26.8M | 2.5% | 22K | −11K (−34%) | 8 of 8 | |
| 6 |  ABBV Abbvie Inc | $24.4M | 2.3% | 97K | +25K (+35%) | 8 of 8 | |
| 7 |  ALHC Alignment Healthcare Inc | $23.7M | 2.2% | 997K | −56K (−5%) | 8 of 8 | |
| 8 |  EW Edwards Lifesciences Cor | $23.5M | 2.2% | 260K | +97K (+60%) | 5 of 8 | |
| 9 |  GILD Gilead Sciences Inc | $22.5M | 2.1% | 178K | +11K (+6%) | 8 of 8 | |
| 10 |  JAZZ Jazz Pharmaceuticals PLC | $21.1M | 2.0% | 87K | +12K (+15%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ADPT Adaptive Biotechnologies Cor | $10M | 720K |
 IQV Iqvia Holdings | $9M | 53K |
NUVALENT INC | $8.3M | 81K |
APOGEE THERAPEUTICS INC | $6.3M | 75K |
 ASND Ascendis Pharma A/s | $3.4M | 15K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rhenman & Partners Asset Management AB 13F FAQ
What does Rhenman & Partners Asset Management AB own?
Rhenman & Partners Asset Management AB reported 99 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are UNH (3.7%), CVS (2.7%) and AZN (2.7%). The table above lists every position in the filing (the top 10 without an account).
What did Rhenman & Partners Asset Management AB buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 41 added to, 34 trimmed and 8 sold out. New positions include AZN, MRK and JNJ. It sold all of ADPT, IQV and ASND.
When will Rhenman & Partners Asset Management AB file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rhenman & Partners Asset Management AB's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.