Atle Fund Management AB

Atle Fund Management AB reported 39 holdings worth US$372M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Atle Fund Management AB reported 39 holdings worth US$372M as of Jun 30, 2026. Largest: Eli Lilly And Company, Merck & Company, Inc. and Johnson & Johnson. Filed Jul 24, 2026 (Form 13F).

Holdings
39
Value as reported
US$372M

The filing in full

CompanySharesValue as reported% of portfolio
Eli Lilly And Company29,821US$35.8M9.6%
Merck & Company, Inc.189KUS$24.3M6.5%
Johnson & Johnson85,425US$21.7M5.8%
Abbvie Inc.64,325US$16.2M4.4%
Cvs Health Corporation146KUS$15.1M4.1%
Thermo Fisher Scientific Inc27,859US$14M3.8%
Revolution Medicines, Inc.73,077US$13.7M3.7%
Biogen Inc.62,781US$13.6M3.6%
Neurocrine Biosciences, Inc.72,898US$12.3M3.3%
Mirum Pharmaceuticals, Inc.101KUS$11.8M3.2%
Ionis Pharmaceuticals, Inc.137KUS$10.9M2.9%
Beone Medicines Ltd. Class A35,180US$10M2.7%
Intuitive Surgical, Inc.24,656US$9.81M2.6%
Stryker Corporation30,283US$9.53M2.6%
Vertex Pharmaceuticals Incorporated19,131US$9.5M2.6%
Edwards Lifesciences Corporation103KUS$9.34M2.5%
Bridgebio Pharma, Inc.125KUS$9.29M2.5%
Krystal Biotech, Inc.24,019US$8.93M2.4%
Cencora, Inc.31,126US$8.81M2.4%
Abivax Sa58,170US$7.75M2.1%
Incyte Corporation56,953US$6.46M1.7%
Irhythm Holdings, Inc.54,102US$6.44M1.7%
Boston Scientific Corporation146KUS$6.25M1.7%
Insmed Incorporated58,378US$6.22M1.7%
Tango Therapeutics, Inc.199KUS$6.21M1.7%
Gilead Sciences, Inc.46,142US$5.83M1.6%
Cardinal Health, Inc.23,630US$5.61M1.5%
Oruka Therapeutics, Inc.54,886US$5.22M1.4%
Spyre Therapeutics, Inc.57,030US$5.06M1.4%
Dexcom, Inc.71,846US$4.84M1.3%
Bicara Therapeutics Inc.146KUS$4.32M1.2%
Ideaya Biosciences, Inc.94,478US$3.52M0.95%
Celcuity Inc.33,313US$3.49M0.94%
Disc Medicine, Inc.43,682US$3.19M0.86%
Pyxis Oncology, Inc.966KUS$2.91M0.78%
Compass Therapeutics, Inc.1.05MUS$2.3M0.62%
Jade Biosciences, Inc.88,556US$1.97M0.53%
Amgen Inc.0US$00.00%
Soleno Therapeutics, Inc.0US$00.00%
Unitedhealth Group Incorporated0US$00.00%

Source

View original at SEC

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