Institutional
Atle Fund Management AB
CIK 0001381843
$371.7M
Reported AUM
39
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for Atle Fund Management AB · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $1148.84 | -0.53% | 50.85% | 361.96% | $35.8M | 9.62% | — | HELD |
| 2 | MRK | MERCK & CO. INC | $130.20 | 0.32% | 68.33% | 97.86% | $24.3M | 6.55% | — | HELD |
| 3 | JNJ | JOHNSON & JOHNSON | $256.35 | 0.21% | 58.23% | 70.72% | $21.7M | 5.84% | — | HELD |
| 4 | ABBV | ABBVIE INC | $250.94 | -2.51% | 32.88% | 150.27% | $16.2M | 4.35% | — | HELD |
| 5 | CVS | CVS HEALTH CORP | $104.43 | -0.75% | 73.78% | 43.77% | $15.1M | 4.07% | — | HELD |
| 6 | TMO | THERMO FISHER SCIENTIFIC CORP | $574.30 | -0.43% | 25.02% | 5.40% | $14.0M | 3.76% | — | HELD |
| 7 | RVMD | REVOLUTION MEDICINES INC | $187.53 | -2.41% | 411.96% | 544.65% | $13.7M | 3.68% | — | HELD |
| 8 | BIIB | BIOGEN INC | $202.95 | -2.40% | 54.30% | -39.92% | $13.6M | 3.65% | — | HELD |
| 9 | NBIX | NEUROCRINE BIOSCIENCES INC | $166.80 | -10.08% | 29.39% | 75.21% | $12.3M | 3.31% | — | HELD |
| 10 | MIRM | MIRUM PHARMACEUTICALS INC | $105.95 | -5.90% | 108.58% | 567.72% | $11.8M | 3.17% | — | HELD |
| 11 | ALKS | ALKERMES PLC | $48.99 | -2.08% | 84.52% | 56.72% | $11.2M | 3.01% | — | HELD |
| 12 | IONS | IONIS PHARMACEUTICALS INC | $51.77 | -2.83% | 20.59% | 30.51% | $10.9M | 2.93% | — | HELD |
| 13 | ONC | BEONE MEDICINES LTD-ADR | $316.01 | -1.88% | 5.69% | 2.50% | $10.0M | 2.70% | — | HELD |
| 14 | ISRG | INTUITIVE SURGICAL INC | $353.33 | 0.10% | -26.86% | 0.61% | $9.8M | 2.64% | — | HELD |
| 15 | SYK | STRYKER CORPORATION | $325.70 | -6.42% | -14.18% | 22.00% | $9.5M | 2.57% | — | HELD |
| 16 | VRTX | VERTEX PHARMACEUTICALS INC | $477.10 | -0.95% | 3.24% | 138.20% | $9.5M | 2.56% | — | HELD |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $86.07 | -0.98% | 7.64% | -27.13% | $9.3M | 2.51% | — | HELD |
| 18 | BBIO | BRIDGEBIO PHARMA INC | $80.09 | -2.50% | 68.44% | 59.23% | $9.3M | 2.50% | — | HELD |
| 19 | KRYS | KRYSTAL BIOTECH, INC | $341.12 | -7.01% | 117.30% | 488.75% | $8.9M | 2.40% | — | HELD |
| 20 | COR | CENCORA INC | $311.34 | -0.29% | 8.28% | 171.79% | $8.8M | 2.37% | — | HELD |
| 21 | NAMS | NEWAMSTERDAM PHARMA CO NV | $27.79 | -2.35% | 30.59% | 187.68% | $8.4M | 2.27% | — | HELD |
| 22 | ABVX | ABIVAX SA | $124.92 | 0.47% | 73.63% | 1130.74% | $7.8M | 2.09% | — | HELD |
| 23 | INCY | INCYTE CORP | $119.52 | -2.82% | 57.64% | 55.79% | $6.5M | 1.74% | — | HELD |
| 24 | IRTC | IRHYTHM TECHNOLOGIES INC | $117.17 | -1.60% | -28.97% | 145.13% | $6.4M | 1.73% | — | HELD |
| 25 | BSX | BOSTON SCIENTIFC | $46.73 | 1.59% | -57.24% | -0.18% | $6.2M | 1.68% | — | HELD |
| 26 | INSM | INSMED INC | $98.60 | -2.85% | -10.07% | 248.61% | $6.2M | 1.67% | — | HELD |
| 27 | TNGX | TANGO THERAPEUTICS INC | $27.18 | -1.41% | 316.69% | 133.76% | $6.2M | 1.67% | — | HELD |
| 28 | GILD | GILEAD SCIENCES INC | $130.21 | -0.82% | 19.01% | 116.49% | $5.8M | 1.57% | — | HELD |
| 29 | CAH | CARDINAL HEALTH INC | $230.03 | 1.30% | 48.42% | 386.80% | $5.6M | 1.51% | — | HELD |
| 30 | ORKA | ORUKA THERAPEUTI | $96.51 | -1.38% | 609.63% | 383.94% | $5.2M | 1.41% | — | HELD |
| 31 | SYRE | SPYRE THERAPEUTICS INC | $98.33 | -3.12% | — | — | $5.1M | 1.36% | — | HELD |
| 32 | DXCM | DEXCOM INC | $83.45 | 11.95% | — | — | $4.8M | 1.30% | — | HELD |
| 33 | BCAX | BICARA THERAPEUTICS INC | $27.10 | 3.16% | — | — | $4.3M | 1.16% | — | HELD |
| 34 | IDYA | IDEAYA BIOSCIENCES INC | $35.50 | -2.47% | — | — | $3.5M | 0.95% | — | HELD |
| 35 | CELC | CELCUITY INC | $86.38 | -1.44% | — | — | $3.5M | 0.94% | — | HELD |
| 36 | IRON | DISC MEDICINE INC | $77.00 | -2.79% | — | — | $3.2M | 0.86% | — | HELD |
| 37 | PYXS | PYXIS ONCOLOGY INC | $2.65 | -7.67% | — | — | $2.9M | 0.78% | — | HELD |
| 38 | CMPX | COMPASS THERAPEUTICS INC | $1.91 | -1.55% | — | — | $2.3M | 0.62% | — | HELD |
| 39 | JBIO | JADE BIOSCIENCES | $19.75 | -1.25% | — | — | $2.0M | 0.53% | — | HELD |
Source: SEC EDGAR · accession 0001381843-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.