HEALTHINVEST PARTNERS AB 13F Portfolio
HEALTHINVEST PARTNERS AB runs HEALTHINVEST PARTNERS AB and currently holds 39 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $371.70M. Their top holdings are LLY, MRK, JNJ, ABBV, CVS. The top five represent 30.4% of reported portfolio weight. HEALTHINVEST PARTNERS AB ranks #44 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HEALTHINVEST PARTNERS AB initiated 3 new positions. They added to 14 existing positions. They trimmed 20 positions. Their current best-performing preview position is RVMD with returns of +612.21%.
Portfolio Value
$371.70M
Alpha Score
205.5
#44 of 1000
Holdings
39
HEALTHINVEST PARTNERS AB Current 13F Holdings
Reported holdings from HEALTHINVEST PARTNERS AB's latest SEC 13F filing, ranked by portfolio weight.
39 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LLY ELI LILLY & CO | 9.62% | $771.53 | $1,178.52 | +52.75% | Trimmed -24.93% |
MRK MERCK & CO. INC | 6.55% | $124.61 | $145.57 | +16.82% | Added +459.35% |
JNJ JOHNSON & JOHNSON | 5.84% | $244.44 | $261.49 | +6.98% | Trimmed -7.53% |
ABBV ABBVIE INC | 4.35% | $184.92 | $276.45 | +49.50% | Trimmed -40.54% |
CVS CVS HEALTH CORP | 4.07% | $99.53 | $86.17 | -13.42% | Added +514.57% |
TMO THERMO FISHER SCIENTIFIC CORP | 3.76% | $531.39 | $657.76 | +23.78% | Added +21.20% |
RVMD REVOLUTION MEDICINES INC | 3.68% | $89.42 | $189.76 | +112.21% | Trimmed -88.16% |
BIIB BIOGEN INC | 3.65% | $216.06 | $225.71 | +4.47% | New Buy |
NBIX NEUROCRINE BIOSCIENCES INC | 3.31% | $126.48 | $142.44 | +12.62% | Trimmed -18.72% |
MIRM MIRUM PHARMACEUTICALS INC | 3.17% | $67.00 | $86.01 | +28.37% | Trimmed -48.51% |
Showing 1-10 of 39