StockDriftsStockDriftsTop 50 Rhenman & Partners Asset Management AB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | 4.84% | 625.0K | $39.2M | +44.94%(+193.79K) | $67.48(-33.10%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS | 4.59% | 48.1K | $37.2M | -21.66%(-13.30K) | $664.44(-1.53%) | 2026-03-31 | |
| LLY | LILLY ELI & CO | 3.83% | 33.7K | $31.0M | -20.14%(-8.51K) | $396.25(+206.35%) | 2026-03-31 | |
| INSM | INSMED INC | 3.22% | 159.8K | $26.1M | +40.65%(+46.17K) | $95.66(+16.66%) | 2026-03-31 | |
| CVS | CVS HEALTH CORP | 2.98% | 336.5K | $24.2M | +0.30%(+1.00K) | $67.68(+54.73%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC | 2.88% | 167.8K | $23.4M | +32.98%(+41.60K) | $98.96(+32.65%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.51% | 41.3K | $20.3M | +22.89%(+7.70K) | $495.72(+5.59%) | 2026-03-31 | |
| BIIB | BIOGEN INC | 2.47% | 109.1K | $20.0M | +18.14%(+16.75K) | $158.15(+36.66%) | 2026-03-31 | |
| VRTX | VERTEX PHARMACEUTICALS INC | 2.4% | 43.5K | $19.4M | +26.94%(+9.23K) | $337.60(+56.41%) | 2026-03-31 | |
| ALHC | ALIGNMENT HEALTHCARE INC | 2.29% | 1.05M | $18.6M | +4.36%(+44.00K) | $9.64(+146.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.33% |
| Top 20 Holdings Unweighted | +9.17% | +30.11% |
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