Rhenman & Partners Asset Management AB
Top Portfolio Positions
86 positions ·
$810,489,947 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BSX |
Boston Scientific Corp
Healthcare
|
625,000 | $39,218,750 | 4.84% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
48,100 | $37,163,984 | 4.59% | |
| LLY |
ELI LILLY & Co
Healthcare
|
33,715 | $31,010,045 | 3.83% | |
| INSM |
INSMED Inc
Healthcare
|
159,760 | $26,123,955 | 3.22% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
336,500 | $24,167,430 | 2.98% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
167,750 | $23,379,317 | 2.88% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
41,340 | $20,319,850 | 2.51% | |
| BIIB |
Biogen Inc.
Healthcare
|
109,100 | $20,001,303 | 2.47% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
43,485 | $19,417,791 | 2.40% | |
| ALHC |
Alignment Healthcare, Inc.
Healthcare
|
1,053,450 | $18,561,789 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STOK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,702,480 | 83,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,855,840 | 216,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,875,000 | 250,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||