HealthInvest Partners AB
13F Reported Value
ⓘ$309.7M
Holdings
39
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HealthInvest Partners AB disclosed 39 positions worth $309.7M in its Form 13F-HR for Q1 2026, led by $LLY (ELI LILLY & Co) at 8.7% of the equity portfolio, followed by $MRK and $TMO. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $JNJ and a full exit from $UFPT. The portfolio is most concentrated in Healthcare (91.7% of disclosed assets). All figures are sourced directly from HealthInvest Partners AB’s Form 13F-HR filing with the SEC under CIK 1381843.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 89.3#2
Quality
$26.8M39,722 sh - 70.9#284
Quality
$22.9M33,853 sh - 63.7#678
Quality
$14.4M22,986 sh - —
Quality
$12.1M41,717 sh - 72.8
Quality
$11.9M92,377 sh - 31.7
Quality
$11.9M111,363 sh - 76.6
Quality
$11.2M22,984 sh - 59.3
Quality
$10.4M108,181 sh - 69.8
Quality
$9.6M26,835 sh - 81.4
Quality
$9.4M70,851 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 ELI LILLY & Co$LLY | 89.3#2 | $26.8M | 39,722 |
 Merck & Co., Inc.$MRK | 70.9#284 | $22.9M | 33,853 |
 THERMO FISHER SCIENTIFIC INC.$TMO | 63.7#678 | $14.4M | 22,986 |
 BeOne Medicines Ltd.$ONC | — | $12.1M | 41,717 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $11.9M | 92,377 |
 BridgeBio Pharma, Inc.$BBIO | 31.7 | $11.9M | 111,363 |
 VERTEX PHARMACEUTICALS INC / MA$VRTX | 76.6 | $11.2M | 22,984 |
 AbbVie Inc.$ABBV | 59.3 | $10.4M | 108,181 |
 STRYKER CORP$SYK | 69.8 | $9.6M | 26,835 |
 INTUITIVE SURGICAL INC$ISRG | 81.4 | $9.4M | 70,851 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HealthInvest Partners AB's 39 positions.
Showing top 10 of 39 holdings.
Sector Allocation
Healthcare
$283.9M
Technology
$14.4M
Consumer Staples
$11.4M
Full Holdings — HealthInvest Partners AB (Q1 2026)
All 39 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LLY | ELI LILLY & Co | $26.8M | 8.7% | +28% | 89.3 |
| 2 | $MRK | Merck & Co., Inc. | $22.9M | 7.4% | -83% | 70.9 |
| 3 | $TMO | THERMO FISHER SCIENTIFIC INC. | $14.4M | 4.7% | -23% | 63.7 |
| 4 | $ONC | BeOne Medicines Ltd. | $12.1M | 3.9% | +3% | — |
| 5 | $JNJ | JOHNSON & JOHNSON | $11.9M | 3.9% | NEW | 72.8 |
| 6 | $BBIO | BridgeBio Pharma, Inc. | $11.9M | 3.8% | -21% | 31.7 |
| 7 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | $11.2M | 3.6% | +0% | 76.6 |
| 8 | $ABBV | AbbVie Inc. | $10.4M | 3.4% | +0% | 59.3 |
| 9 | $SYK | STRYKER CORP | $9.6M | 3.1% | +0% | 69.8 |
| 10 | $ISRG | INTUITIVE SURGICAL INC | $9.4M | 3.0% | +217% | 81.4 |
| 11 |  $IONS | IONIS PHARMACEUTICALS INC | $9.4M | 3.0% | -70% | 37.1 |
| 12 |  $MIRM | Mirum Pharmaceuticals, Inc. | $9.4M | 3.0% | +118% | 32.7 |
| 13 |  $CVS | CVS HEALTH Corp | $9.3M | 3.0% | -78% | 51.3 |
| 14 |  $RVMD | Revolution Medicines, Inc. | $9.1M | 2.9% | +584% | — |
| 15 |  $BSX | BOSTON SCIENTIFIC CORP | $8.8M | 2.9% | -63% | 79.9 |
| 16 |  $AMGN | AMGEN INC | $8.7M | 2.8% | +0% | 79.5 |
| 17 |  $EW | Edwards Lifesciences Corp | $8.3M | 2.7% | NEW | 67.6 |
| 18 |  $ALKS | Alkermes plc. | $8.2M | 2.7% | +0% | — |
| 19 |  $INCY | INCYTE CORP | $8.0M | 2.6% | -28% | 81.2 |
| 20 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $7.9M | 2.5% | -5% | 75.4 |
| 21 |  $GILD | GILEAD SCIENCES, INC. | $7.2M | 2.3% | -6% | 77.8 |
| 22 |  $KRYS | Krystal Biotech, Inc. | $6.8M | 2.2% | +11% | 75.9 |
| 23 |  $COR | Cencora, Inc. | $6.6M | 2.1% | -1% | 59.6 |
| 24 |  $IRTC | iRhythm Holdings, Inc. | $6.3M | 2.0% | -41% | 41.1 |
| 25 |  $INSM | INSMED Inc | $6.0M | 1.9% | +250% | 29.4 |
| 26 |  $NAMS | NewAmsterdam Pharma Co N.V. | $5.5M | 1.8% | -52% | — |
| 27 |  $CELC | Celcuity Inc. | $5.1M | 1.7% | +238% | — |
| 28 |  $ABVX | Abivax S.A. | $4.8M | 1.5% | +0% | — |
| 29 |  $CAH | CARDINAL HEALTH INC | $4.8M | 1.5% | +363% | 58.6 |
| 30 |  $IDYA | IDEAYA Biosciences, Inc. | $4.0M | 1.3% | -68% | 10.5 |
| 31 |  $TNGX | Tango Therapeutics, Inc. | $3.6M | 1.2% | NEW | 26.9 |
| 32 |  $SYRE | Spyre Therapeutics, Inc. | $3.5M | 1.1% | NEW | — |
| 33 |  $IRON | Disc Medicine, Inc. | $3.2M | 1.0% | +124% | — |
| 34 |  $CMPX | Compass Therapeutics, Inc. | $3.1M | 1.0% | -93% | — |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $2.8M | 0.9% | +0% | 66.8 |
| 36 |  $DXCM | DEXCOM INC | $2.6M | 0.8% | +1371% | 77.9 |
| 37 |  $BCAX | Bicara Therapeutics Inc. | $2.3M | 0.8% | +950% | — |
| 38 |  $SLNO | SOLENO THERAPEUTICS INC | $2.2M | 0.7% | +44% | 46.3 |
| 39 |  $PYXS | Pyxis Oncology, Inc. | $1.6M | 0.5% | -68% | — |
New Positions (4)
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