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RPAM
Rhenman & Partners Asset Management Portfolio holdings
AUM
$810M
1-Year Est. Return
30.2%
This Fund
S&P 500
1 Year Est. Return
+30.2%
AUM
$810M
AUM Growth
-$260M
(-24%)
Holding
105
Top Buys
| 1 | +$17.2M | |
| 2 | +$16.8M | |
| 3 | +$15.5M | |
| 4 |
Abbott
ABT
|
+$12.6M |
| 5 |
WAY
Waystar Holding Corp
WAY
|
+$9.09M |
Top Sells
| 1 | +$22M | |
| 2 | +$21.3M | |
| 3 | +$19.7M | |
| 4 |
Danaher
DHR
|
+$17.2M |
| 5 |
Align Technology
ALGN
|
+$16M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apogee Therapeutics
APGE
$6.26B
| $6.31M | 0.78% |
+75,000
|
|
||
52
Structure Therapeutics
GPCR
$2.68B
| $6.17M | 0.76% |
128,100
-19,500
|
|
||
53
Cardinal Health
CAH
$47.9B
| $5.71M | 0.7% |
+27,000
|
|
||
54
Encompass Health
EHC
$10B
| $5.44M | 0.67% |
56,263
-90,000
|
|
||
55
Amgen
AMGN
$187B
| $5.35M | 0.66% |
15,200
-20,800
|
|
||
56
Viking Therapeutics
VKTX
$3.39B
| $5.21M | 0.64% |
160,000
+77,000
|
|
||
57
Nurix Therapeutics
NRIX
$1.62B
| $4.86M | 0.6% |
313,500
-224,000
|
|
||
58
Alkermes
ALKS
$7.08B
| $4.71M | 0.58% |
133,250
|
|
||
59
Charles River Laboratories
CRL
$8.98B
| $4.49M | 0.55% |
26,000
+4,000
|
|
||
60
MoonLake Immunotherapeutics
MLTX
$1.33B
| $4.46M | 0.55% |
239,500
-124,500
|
|
||
61
Krystal Biotech
KRYS
$8.9B
| $4.31M | 0.53% |
16,675
-8,325
|
|
||
62
Doximity
DOCS
$3.71B
| $4.28M | 0.53% |
183,808
-188,942
|
|
||
63
Nektar Therapeutics
NKTR
$1.91B
| $4.25M | 0.52% |
+59,000
|
|
||
64
Denali Therapeutics
DNLI
$3.1B
| $3.82M | 0.47% |
199,000
+99,000
|
|
||
65
Stevanato
STVN
$4.91B
| $3.78M | 0.47% |
274,676
+127,651
|
|
||
66
Relay Therapeutics
RLAY
$2.98B
| $3.58M | 0.44% |
360,000
-100,000
|
|
||
67
Cooper Companies
COO
$13B
| $3.58M | 0.44% |
50,000
-277,500
|
|
||
|
SION
68
Sionna Therapeutics
SION
$1.51B
| $3.51M | 0.43% |
+87,500
|
|
||
69
Ascendis Pharma A/S
ASND
$12.7B
| $3.43M | 0.42% |
15,000
|
|
||
|
70
Danaher
DHR
$130B
| $3.42M | 0.42% |
18,052
-81,000
|
|
||
71
Insulet
PODD
$10.5B
| $2.94M | 0.36% |
14,000
-47,000
|
|
||
72
Agilent Technologies
A
$37.5B
| $2.85M | 0.35% |
25,000
+5,000
|
|
||
73
Stoke Therapeutics
STOK
$1.81B
| $2.7M | 0.33% |
83,000
-133,000
|
|
||
74
Esperion Therapeutics
ESPR
$811M
| $2.7M | 0.33% |
+985,000
|
|
||
75
Immunocore
IMCR
$1.41B
| $2.58M | 0.32% |
85,724
-67,554
|
|