RPAM
Rhenman & Partners Asset Management Portfolio holdings
AUM
$1.07B
1-Year Est. Return
44.45%
This Fund
S&P 500
1 Year Est. Return
+44.45%
AUM
$1.07B
AUM Growth
+$166M
(+18%)
Holding
105
Top Buys
| 1 | +$17.2M | |
| 2 | +$13.3M | |
| 3 | +$11.4M | |
| 4 |
Nuvalent
NUVL
|
+$10.9M |
| 5 |
Vera Therapeutics
VERA
|
+$10.3M |
Top Sells
| 1 | +$19M | |
| 2 | +$14.8M | |
| 3 | +$13.2M | |
| 4 |
Cytokinetics
CYTK
|
+$13.1M |
| 5 |
Ionis Pharmaceuticals
IONS
|
+$11.4M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Therapeutics
UTHR
$23.5B
| – | – |
-8,000
|
|
||
102
Abbott
ABT
$192B
| – | – |
-98,500
|
|
||
|
AKRO
103
DELISTED
Akero Therapeutics
AKRO
| – | – |
-230,600
|
|
||
104
Annexon
ANNX
$906M
| – | – |
-823,000
|
|
||
105
Cardinal Health
CAH
$51.1B
| – | – |
-94,000
|
|