Rhenman & Partners Asset Management AB
Stockholm V7 · SEC CIK 0001599882
$8.10亿2026Q1 申报市值
86持仓数
32.0%前十大占比 · 第一大 4.8%
9 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SYK 新建仓+$1,570.66万
VEEV 新建仓+$1,498.38万
BSX 加仓+$1,216.05万
WAY 新建仓+$825.93万
INSM 加仓+$755.05万
2026Q1 卖出最多 按季末市值估算
VERA 清仓-$2,126.88万
COO 减仓-$1,984.12万
MDT 减仓-$1,784.99万
ALGN 减仓-$1,568.58万
DHR 减仓-$1,535.76万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -420,000 | -100.0% | -$2,126.88万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -31,500 | -100.0% | -$979.37万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -374,450 | -100.0% | -$940.62万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -133,500 | -100.0% | -$870.42万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -147,315 | -100.0% | -$694.00万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$374.64万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -47,000 | -100.0% | -$335.35万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -35,800 | -100.0% | -$330.18万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -225,377 | -100.0% | -$311.02万 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -44,375 | -100.0% | -$281.96万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -165,750 | -100.0% | -$253.76万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$250.10万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -20,870 | -100.0% | -$198.68万 | 清仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$192.60万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -79,375 | -100.0% | -$189.94万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$124.21万 | 清仓 |
| CMPX | COMPASS THERAPEUTICS INC | $60.89万 | 0.08% | 115,113 | 115,113 | — | $60.89万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $76.16万 | 0.09% | 70,000 | 50,000 | 250.0% | $54.40万 | 加仓 |
| NVCR | NOVOCURE LTD | $76.30万 | 0.09% | 70,000 | 70,000 | — | $76.30万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $128.57万 | 0.16% | 7,500 | -91,500 | -92.4% | -$1,568.58万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $162.82万 | 0.20% | 28,000 | -111,000 | -79.9% | -$645.47万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $213.05万 | 0.26% | 50,000 | -148,000 | -74.7% | -$630.63万 | 减仓 |
| CI | THE CIGNA GROUP | $213.40万 | 0.26% | 8,000 | -30,650 | -79.3% | -$817.59万 | 减仓 |
| KURA | KURA ONCOLOGY IN | $220.73万 | 0.27% | 271,500 | -600,500 | -68.9% | -$488.21万 | 减仓 |
| VCEL | VERICEL CORP | $225.19万 | 0.28% | 70,000 | -47,000 | -40.2% | -$151.20万 | 减仓 |
| STE | STERIS PLC | $254.30万 | 0.31% | 11,500 | 5,500 | 91.7% | $121.62万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $258.33万 | 0.32% | 305,000 | 40,000 | 15.1% | $33.88万 | 加仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $258.46万 | 0.32% | 85,724 | -67,554 | -44.1% | -$203.68万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $269.89万 | 0.33% | 985,000 | 985,000 | — | $269.89万 | 新建仓 |
| STOK | STOKE THERAPEUTICS INC | $270.25万 | 0.33% | 83,000 | -133,000 | -61.6% | -$433.05万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $284.95万 | 0.35% | 25,000 | 5,000 | 25.0% | $56.99万 | 加仓 |
| PODD | INSULET CORP | $293.78万 | 0.36% | 14,000 | -47,000 | -77.0% | -$986.25万 | 减仓 |
| DHR | DANAHER CORPORATION | $342.27万 | 0.42% | 18,052 | -81,000 | -81.8% | -$1,535.76万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $343.10万 | 0.42% | 15,000 | 0 | 0.0% | — | 不变 |
| SION | SIONNA THERAPEUTICS INC | $350.79万 | 0.43% | 87,500 | 87,500 | — | $350.79万 | 新建仓 |
| COO | COOPER COS INC | $357.50万 | 0.44% | 50,000 | -277,500 | -84.7% | -$1,984.12万 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $358.20万 | 0.44% | 360,000 | -100,000 | -21.7% | -$99.50万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $377.68万 | 0.47% | 274,676 | 127,651 | 86.8% | $175.52万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $382.08万 | 0.47% | 199,000 | 99,000 | 99.0% | $190.08万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $424.50万 | 0.52% | 59,000 | 59,000 | — | $424.50万 | 新建仓 |
| DOCS | DOXIMITY INC | $428.27万 | 0.53% | 183,808 | -188,942 | -50.7% | -$440.23万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $430.75万 | 0.53% | 16,675 | -8,325 | -33.3% | -$215.05万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $446.43万 | 0.55% | 239,500 | -124,500 | -34.2% | -$232.07万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $448.50万 | 0.55% | 26,000 | 4,000 | 18.2% | $69.00万 | 加仓 |
| ALKS | ALKERMES PLC | $471.17万 | 0.58% | 133,250 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $485.93万 | 0.60% | 313,500 | -224,000 | -41.7% | -$347.20万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $520.64万 | 0.64% | 160,000 | 77,000 | 92.8% | $250.56万 | 加仓 |
| AMGN | AMGEN INC | $534.81万 | 0.66% | 15,200 | -20,800 | -57.8% | -$731.85万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $544.23万 | 0.67% | 56,263 | -90,000 | -61.5% | -$870.57万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $570.54万 | 0.70% | 27,000 | -67,000 | -71.3% | -$1,415.78万 | 重新持有 |
| GPCR | STRUCTURE THERAPEUTICS INC | $617.44万 | 0.76% | 128,100 | -19,500 | -13.2% | -$93.99万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $631.27万 | 0.78% | 75,000 | 75,000 | — | $631.27万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $672.80万 | 0.83% | 90,600 | 9,000 | 11.0% | $66.83万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $685.01万 | 0.85% | 81,627 | -17,000 | -17.2% | -$142.66万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $697.59万 | 0.86% | 92,900 | -65,600 | -41.4% | -$492.59万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $712.66万 | 0.88% | 263,071 | 120,500 | 84.5% | $326.43万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $721.42万 | 0.89% | 2,055,327 | 460,000 | 28.8% | $161.46万 | 加仓 |
| OSCR | OSCAR HEALTH INC | $757.02万 | 0.93% | 660,000 | 400,000 | 153.8% | $458.80万 | 加仓 |
| MDT | MEDTRONIC PLC | $779.85万 | 0.96% | 90,000 | -206,000 | -69.6% | -$1,784.99万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $798.44万 | 0.99% | 1,438,625 | 200,000 | 16.1% | $111.00万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $825.93万 | 1.02% | 342,566 | 342,566 | — | $825.93万 | 新建仓 |
| — | NUVALENT INC | $831.89万 | 1.03% | 81,200 | -82,150 | -50.3% | -$841.63万 | 减仓 |
| PNTG | PENNANT GROUP INC | $839.42万 | 1.04% | 275,399 | -81,947 | -22.9% | -$249.77万 | 减仓 |
| IDYA | IDEAYA Biosciences Inc | $851.33万 | 1.05% | 255,500 | 5,500 | 2.2% | $18.33万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $855.49万 | 1.06% | 92,605 | -13,650 | -12.8% | -$126.10万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $885.93万 | 1.09% | 379,250 | -107,750 | -22.1% | -$251.70万 | 减仓 |
| IQV | IQVIA HLDGS INC | $903.86万 | 1.12% | 53,000 | 26,500 | 100.0% | $451.93万 | 加仓 |
| GKOS | GLAUKOS CORP | $904.34万 | 1.12% | 84,000 | -126,000 | -60.0% | -$1,356.52万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $906.01万 | 1.12% | 144,500 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $945.58万 | 1.17% | 32,300 | 17,300 | 115.3% | $506.46万 | 加仓 |
| LIVN | LIVANOVA PLC | $985.18万 | 1.22% | 155,000 | -35,000 | -18.4% | -$222.46万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $999.36万 | 1.23% | 720,000 | 115,000 | 19.0% | $159.62万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $1,019.03万 | 1.26% | 54,000 | -22,504 | -29.4% | -$424.67万 | 减仓 |
| NTRA | NATERA INC | $1,031.95万 | 1.27% | 51,600 | 11,100 | 27.4% | $221.99万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC | $1,078.35万 | 1.33% | 63,800 | -51,000 | -44.4% | -$862.00万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,117.70万 | 1.38% | 233,000 | 26,500 | 12.8% | $127.12万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,140.34万 | 1.41% | 34,465 | -11,210 | -24.5% | -$370.91万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,149.90万 | 1.42% | 112,000 | 13,500 | 13.7% | $138.60万 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,169.34万 | 1.44% | 207,000 | -8,000 | -3.7% | -$45.19万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1,187.97万 | 1.47% | 475,000 | -136,000 | -22.3% | -$340.14万 | 减仓 |
| UNH | UNITED HEALTH GROUP INC | $1,231.18万 | 1.52% | 45,500 | -9,400 | -17.1% | -$254.35万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,258.95万 | 1.55% | 24,050 | 4,500 | 23.0% | $235.56万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,305.30万 | 1.61% | 163,000 | -30,500 | -15.8% | -$244.24万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,328.48万 | 1.64% | 100,841 | -24,650 | -19.6% | -$324.74万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1,339.37万 | 1.65% | 145,000 | 65,000 | 81.2% | $600.40万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,434.70万 | 1.77% | 75,890 | 1,860 | 2.5% | $35.16万 | 加仓 |
| MCK | MCKESSON CORP | $1,458.13万 | 1.80% | 16,850 | -8,750 | -34.2% | -$757.19万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,498.38万 | 1.85% | 85,300 | 85,300 | — | $1,498.38万 | 新建仓 |
| ABBV | ABBVIE INC | $1,556.68万 | 1.92% | 71,575 | -39,000 | -35.3% | -$848.21万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,570.66万 | 1.94% | 47,800 | 47,800 | — | $1,570.66万 | 新建仓 |
| COR | CENCORA INC | $1,645.31万 | 2.03% | 52,375 | -11,000 | -17.4% | -$345.55万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,698.56万 | 2.10% | 36,846 | -11,154 | -23.2% | -$514.19万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1,856.18万 | 2.29% | 1,053,450 | 44,000 | 4.4% | $77.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,941.78万 | 2.40% | 43,485 | 9,230 | 26.9% | $412.16万 | 加仓 |
| BIIB | BIOGEN INC | $2,000.13万 | 2.47% | 109,100 | 16,750 | 18.1% | $307.08万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,031.98万 | 2.51% | 41,340 | 7,700 | 22.9% | $378.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2,337.93万 | 2.88% | 167,750 | 41,600 | 33.0% | $579.78万 | 加仓 |