Rhenman & Partners Asset Management AB
Stockholm V7 · SEC CIK 0001599882
$10.59亿2026Q2 申报市值
99持仓数
25.1%前十大占比 · 第一大 3.7%
18 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AZN 新建仓+$2,848.08万
MRK 新建仓+$2,743.47万
UNH 加仓+$1,999.18万
JNJ 新建仓+$1,841.28万
CNC 重新持有+$1,269.48万
2026Q2 卖出最多 按季末市值估算
LLY 减仓-$1,367.35万
REGN 减仓-$1,291.35万
VEEV 减仓-$1,206.80万
ADPT 清仓-$999.36万
IQV 清仓-$903.86万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITED HEALTH GROUP INC | $3,890.30万 | 3.67% | 93,600 | 48,100 | 105.7% | $1,999.18万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,890.12万 | 2.73% | 279,374 | -57,126 | -17.0% | -$590.97万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2,848.08万 | 2.69% | 151,500 | 151,500 | — | $2,848.08万 | 新建仓 |
| MRK | MERCK & CO INC | $2,743.47万 | 2.59% | 213,500 | 213,500 | — | $2,743.47万 | 新建仓 |
| LLY | LILLY ELI & CO | $2,676.53万 | 2.53% | 22,315 | -11,400 | -33.8% | -$1,367.35万 | 减仓 |
| ABBV | ABBVIE INC | $2,435.25万 | 2.30% | 96,775 | 25,200 | 35.2% | $634.13万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $2,374.05万 | 2.24% | 997,083 | -56,367 | -5.4% | -$134.21万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,351.96万 | 2.22% | 260,000 | 97,000 | 59.5% | $877.46万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,252.01万 | 2.13% | 178,250 | 10,500 | 6.3% | $132.66万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,107.04万 | 1.99% | 87,440 | 11,550 | 15.2% | $278.32万 | 加仓 |
| BIIB | BIOGEN INC | $2,049.33万 | 1.93% | 94,850 | -14,250 | -13.1% | -$307.89万 | 减仓 |
| SYK | STRYKER CORPORATION | $2,046.46万 | 1.93% | 65,000 | 17,200 | 36.0% | $541.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1,922.73万 | 1.81% | 450,500 | -174,500 | -27.9% | -$744.77万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,841.28万 | 1.74% | 72,500 | 72,500 | — | $1,841.28万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,725.35万 | 1.63% | 115,000 | -30,000 | -20.7% | -$450.09万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,707.88万 | 1.61% | 27,390 | -20,710 | -43.1% | -$1,291.35万 | 减仓 |
| GKOS | GLAUKOS CORP | $1,663.14万 | 1.57% | 119,000 | 35,000 | 41.7% | $489.16万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,662.24万 | 1.57% | 290,500 | 83,500 | 40.3% | $477.79万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,659.99万 | 1.57% | 684,250 | 370,750 | 118.3% | $899.44万 | 加仓 |
| NTRA | NATERA INC | $1,657.20万 | 1.56% | 61,050 | 9,450 | 18.3% | $256.52万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $1,629.67万 | 1.54% | 139,205 | 46,600 | 50.3% | $545.55万 | 加仓 |
| INSM | INSMED INC | $1,620.20万 | 1.53% | 151,960 | -7,800 | -4.9% | -$83.16万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $1,593.92万 | 1.50% | 85,200 | 31,200 | 57.8% | $583.69万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,583.29万 | 1.49% | 31,580 | -9,760 | -23.6% | -$489.33万 | 减仓 |
| CNC | CENTENE CORP DEL | $1,566.24万 | 1.48% | 244,000 | 197,769 | 427.8% | $1,269.48万 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,543.27万 | 1.46% | 63,050 | -750 | -1.2% | -$18.36万 | 减仓 |
| DHR | DANAHER CORPORATION | $1,528.64万 | 1.44% | 80,252 | 62,200 | 344.6% | $1,184.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,524.22万 | 1.44% | 30,685 | -12,800 | -29.4% | -$635.81万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $1,515.55万 | 1.43% | 1,538,625 | 100,000 | 7.0% | $98.50万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,446.72万 | 1.37% | 85,841 | -15,000 | -14.9% | -$252.80万 | 减仓 |
| PNTG | PENNANT GROUP INC | $1,372.59万 | 1.30% | 371,471 | 96,072 | 34.9% | $354.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,372.00万 | 1.30% | 34,500 | -2,346 | -6.4% | -$93.30万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $1,349.69万 | 1.27% | 34,900 | 2,600 | 8.0% | $100.55万 | 加仓 |
| LIVN | LIVANOVA PLC | $1,348.57万 | 1.27% | 164,000 | 9,000 | 5.8% | $74.01万 | 加仓 |
| COR | CENCORA INC | $1,323.72万 | 1.25% | 46,778 | -5,597 | -10.7% | -$158.38万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $1,297.24万 | 1.22% | 57,200 | 31,200 | 120.0% | $707.58万 | 加仓 |
| IDYA | IDEAYA Biosciences Inc | $1,281.34万 | 1.21% | 343,800 | 88,300 | 34.6% | $329.09万 | 加仓 |
| MCK | MCKESSON CORP | $1,250.52万 | 1.18% | 16,550 | -300 | -1.8% | -$22.67万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $1,224.71万 | 1.16% | 560,250 | 181,000 | 47.7% | $395.67万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,156.96万 | 1.09% | 165,896 | 115,896 | 231.8% | $808.26万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,134.34万 | 1.07% | 145,000 | 55,000 | 61.1% | $430.26万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,123.37万 | 1.06% | 416,371 | 153,300 | 58.3% | $413.60万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $1,117.98万 | 1.06% | 392,000 | -268,000 | -40.6% | -$764.34万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,104.58万 | 1.04% | 197,000 | -36,000 | -15.5% | -$201.85万 | 减仓 |
| DXCM | DEXCOM INC | $1,077.60万 | 1.02% | 160,000 | 160,000 | — | $1,077.60万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,062.56万 | 1.00% | 63,000 | 55,500 | 740.0% | $936.06万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,059.15万 | 1.00% | 119,300 | 119,300 | — | $1,059.15万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $1,058.99万 | 1.00% | 566,000 | 206,000 | 57.2% | $385.43万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,043.33万 | 0.98% | 128,000 | -16,500 | -11.4% | -$134.49万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $996.23万 | 0.94% | 75,000 | 50,000 | 200.0% | $664.15万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $986.07万 | 0.93% | 141,250 | 82,250 | 139.4% | $574.19万 | 加仓 |
| ALKS | ALKERMES PLC | $970.62万 | 0.92% | 185,250 | 52,000 | 39.0% | $272.45万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $871.10万 | 0.82% | 96,000 | -16,000 | -14.3% | -$145.18万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $839.57万 | 0.79% | 86,127 | 4,500 | 5.5% | $43.87万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $779.01万 | 0.74% | 345,000 | -130,000 | -27.4% | -$293.54万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $778.75万 | 0.74% | 145,100 | 17,000 | 13.3% | $91.24万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $761.36万 | 0.72% | 80,000 | 80,000 | — | $761.36万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $750.65万 | 0.71% | 74,263 | 18,000 | 32.0% | $181.94万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $749.21万 | 0.71% | 384,800 | 145,300 | 60.7% | $282.90万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $709.42万 | 0.67% | 1,705,327 | -350,000 | -17.0% | -$145.60万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $678.51万 | 0.64% | 91,100 | 500 | 0.6% | $3.72万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $648.88万 | 0.61% | 591,500 | 320,000 | 117.9% | $351.04万 | 加仓 |
| PODD | INSULET CORP | $639.45万 | 0.60% | 42,000 | 28,000 | 200.0% | $426.30万 | 加仓 |
| ERAS | ERASCA INC | $639.37万 | 0.60% | 349,000 | 349,000 | — | $639.37万 | 新建仓 |
| KRYS | KRYSTAL BIOTECH INC | $606.75万 | 0.57% | 16,325 | -350 | -2.1% | -$13.01万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $552.89万 | 0.52% | 305,972 | 31,296 | 11.4% | $56.55万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $551.76万 | 0.52% | 118,888 | 118,888 | — | $551.76万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $534.51万 | 0.50% | 22,500 | -4,500 | -16.7% | -$106.90万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $517.77万 | 0.49% | 17,200 | -17,265 | -50.1% | -$519.73万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $499.87万 | 0.47% | 21,857 | 21,857 | — | $499.87万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $499.33万 | 0.47% | 128,000 | -32,000 | -20.0% | -$124.83万 | 减仓 |
| CI | THE CIGNA GROUP | $479.68万 | 0.45% | 17,400 | 9,400 | 117.5% | $259.14万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $474.95万 | 0.45% | 59,900 | -33,000 | -35.5% | -$261.66万 | 减仓 |
| AMN | AMN HEALTHCARE SVCS INC | $467.64万 | 0.44% | 144,466 | 144,466 | — | $467.64万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $460.39万 | 0.43% | 179,000 | -20,000 | -10.1% | -$51.44万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $450.15万 | 0.42% | 8,500 | 8,500 | — | $450.15万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $432.24万 | 0.41% | 8,050 | -16,000 | -66.5% | -$859.12万 | 减仓 |
| AMGN | AMGEN INC | $430.92万 | 0.41% | 11,900 | -3,300 | -21.7% | -$119.50万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $427.14万 | 0.40% | 97,100 | 9,600 | 11.0% | $42.23万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $400.08万 | 0.38% | 15,000 | 15,000 | — | $400.08万 | 新建仓 |
| COO | COOPER COS INC | $387.23万 | 0.37% | 54,000 | 4,000 | 8.0% | $28.68万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $366.60万 | 0.35% | 178,566 | -164,000 | -47.9% | -$336.69万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $342.24万 | 0.32% | 62,000 | 62,000 | — | $342.24万 | 新建仓 |
| VCEL | VERICEL CORP | $311.43万 | 0.29% | 70,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $307.02万 | 0.29% | 17,300 | -68,000 | -79.7% | -$1,206.80万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $261.72万 | 0.25% | 88,150 | 88,150 | — | $261.72万 | 新建仓 |
| STE | STERIS PLC | $242.16万 | 0.23% | 11,500 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $220.95万 | 0.21% | 225,000 | -80,000 | -26.2% | -$78.56万 | 减仓 |
| STOK | STOKE THERAPEUTICS INC | $211.04万 | 0.20% | 64,500 | -18,500 | -22.3% | -$60.53万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $200.70万 | 0.19% | 33,250 | 5,250 | 18.8% | $31.69万 | 加仓 |
| DOCS | DOXIMITY INC | $157.85万 | 0.15% | 76,107 | -107,701 | -58.6% | -$223.37万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $128.65万 | 0.12% | 50,000 | -75,000 | -60.0% | -$192.97万 | 重新持有 |
| NVCR | NOVOCURE LTD | $106.05万 | 0.10% | 70,000 | 0 | 0.0% | — | 不变 |
| MMED | MINIMED GROUP INC | $82.22万 | 0.08% | 55,000 | 55,000 | — | $82.22万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $73.53万 | 0.07% | 85,000 | 15,000 | 21.4% | $12.97万 | 加仓 |
| AGL | AGILON HEALTH INC | $53.59万 | 0.05% | 5,000 | 5,000 | — | $53.59万 | 新建仓 |
| TXG | 10X GENOMICS INC | $32.59万 | 0.03% | 8,500 | 8,500 | — | $32.59万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $30.18万 | 0.03% | 20,000 | 20,000 | — | $30.18万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $27.47万 | 0.03% | 5,000 | -68,250 | -93.2% | -$374.97万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -720,000 | -100.0% | -$999.36万 | 清仓 |