Rhenman & Partners Asset Management’s NovoCure NVCR Stock Holding History

Rhenman & Partners Asset Management’s Portfolio NVCR Stock Details NVCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$763K	Buy	+70,000	New	+$874K	0.09%	84
2024 Q2	–	Sell	-495,307	Closed	-$7.74M	–	95
2024 Q1	$7.74M	Buy	495,307 +335,307	+210%	+$4.93M	0.73%	46
2023 Q4	$2.39M	Buy	+160,000	New	+$2.14M	0.24%	71
2023 Q2	–	Sell	-45,000	Closed	-$2.62M	–	87
2023 Q1	$2.62M	Buy	45,000 +10,000	+29%	+$799K	0.29%	71
2022 Q4	$2.57M	Hold	35,000	–	–	0.27%	78
2022 Q3	$2.47M	Sell	35,000 -25,000	-42%	-$1.95M	0.26%	82
2022 Q2	$4.17M	Sell	60,000 -9,700	-14%	-$731K	0.47%	58
2022 Q1	$5.78M	Sell	69,700 -50,687	-42%	-$3.73M	0.57%	57
2021 Q4	$9.61M	Buy	120,387 +60,387	+101%	+$6.06M	0.64%	55
2021 Q3	$6.97M	Sell	60,000 -60,000	-50%	-$9.07M	0.49%	62
2021 Q2	$26.6M	Sell	120,000 -60,000	-33%	-$11.7M	1.81%	15
2021 Q1	$23.8M	Buy	180,000 +60,000	+50%	+$9.49M	1.66%	22
2020 Q4	$20.8M	Sell	120,000 -289,600	-71%	-$39.6M	1.69%	21
2020 Q3	$45.6M	Buy	409,600 +34,600	+9%	+$2.77M	4.05%	3
2020 Q2	$22.2M	Buy	375,000 +15,000	+4%	+$987K	2.4%	7
2020 Q1	$24.2M	Buy	360,000 +10,000	+3%	+$790K	3.4%	4
2019 Q4	$29.5M	Buy	350,000 +10,000	+3%	+$807K	3.23%	3
2019 Q3	$25.4M	Sell	340,000 -25,899	-7%	-$2.07M	3.19%	3
2019 Q2	$23.1M	Sell	365,899 -88,748	-20%	-$4.5M	2.55%	11
2019 Q1	$21.9M	Sell	454,647 -90,353	-17%	-$4.35M	2.56%	9
2018 Q4	$18.2M	Buy	545,000 +145,000	+36%	+$5.3M	2.09%	16
2018 Q3	$21M	Sell	400,000 -50,000	-11%	-$1.99M	2.1%	13
2018 Q2	$14.1M	Buy	450,000 +15,000	+3%	+$417K	1.44%	32
2018 Q1	$9.48M	Sell	435,000 -32,569	-7%	-$701K	1.17%	37
2017 Q4	$9.45M	Sell	467,569 -198,959	-30%	-$3.83M	1.28%	29
2017 Q3	$13.2M	Sell	666,528 -549,786	-45%	-$10.8M	1.69%	20
2017 Q2	$21M	Buy	+1,216,314	New	+$15.7M	3.02%	3

Other funds holding NVCR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Rhenman & Partners Asset Management's NVCR Position: Q1 2026 in Review

Rhenman & Partners Asset Management opened a new position in NovoCure (NVCR) in Q1 2026: 70,000 shares worth $763K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Rhenman & Partners Asset Management previously reported a position in NVCR as recently as Q1 2024.

Rhenman & Partners Asset Management first reported a position in NVCR in Q2 2017 and has held it in 27 quarters since. The position peaked at $45.6M in Q3 2020. 223 funds tracked by Wall St. Rank hold NVCR as of Q1 2026.

Rhenman & Partners Asset Management held 70,000 shares of NovoCure worth $763K as of Q1 2026.
NovoCure was a new Rhenman & Partners Asset Management position in Q1 2026.
NovoCure made up 0.09% of Rhenman & Partners Asset Management's portfolio in Q1 2026, its #84 holding.
Rhenman & Partners Asset Management first reported a position in NovoCure in Q2 2017 and has held it in 27 quarters since.
Rhenman & Partners Asset Management's NovoCure position peaked at $45.6M in Q3 2020.
223 funds tracked by Wall St. Rank held NovoCure as of Q1 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q1 2026, filed 14 May 2026.