Atle Fund Management AB

STOCKHOLM, V7 · CIK 1381843 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityAtle Fund Management AB (SE)

Others nearbyStockholm

$371.7m reported value +20.0% vs Q1 2026

39positions

48.0%in top 10

3 new 16 added 20 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELI LILLY & CO COM LLY	LLY	29,821	$35.8m9.62%	9.62%	Reduced -9.9k	-9,901 -24.9%
2	MERCK & CO INC COM MRK	MRK	189,357	$24.3m6.55%	6.55%	Added +155.5k	+155,504 459.4%
3	JOHNSON & JOHNSON COM JNJ	JNJ	85,425	$21.7m5.84%	5.84%	Reduced -7.0k	-6,952 -7.5%
4	ABBVIE INC COM ABBV	ABBV	64,325	$16.2m4.35%	4.35%	Reduced -43.9k	-43,856 -40.5%
5	CVS HEALTH CORP COM CVS	CVS	146,102	$15.1m4.07%	4.07%	Added +122.3k	+122,329 514.6%
6	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	27,859	$14.0m3.76%	3.76%	Added +4.9k	+4,873 21.2%
7	REVOLUTION MEDICINES INC COM RVMD	RVMD	73,077	$13.7m3.68%	3.68%	Reduced -544.2k	-544,168 -88.2%
8	BIOGEN INC COM BIIB	BIIB	62,781	$13.6m3.65%	3.65%	New
9	NEUROCRINE BIOSCIENCES INC COM NBIX	NBIX	72,898	$12.3m3.31%	3.31%	Reduced -16.8k	-16,787 -18.7%
10	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	100,807	$11.8m3.17%	3.17%	Reduced -95.0k	-94,961 -48.5%
11	ALKERMES PLC SHS ALKS	ALKS	213,329	$11.2m3.01%	3.01%	Reduced -29.1k	-29,144 -12.0%
12	IONIS PHARMACEUTICALS INC COM IONS	IONS	137,131	$10.9m2.93%	2.93%	Added +109.3k	+109,258 392.0%
13	BEIGENE LTD SPONSORED ADR ONC	ONC	35,180	$10.0m2.70%	2.70%	Reduced -6.5k	-6,537 -15.7%
14	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	24,656	$9.8m2.64%	2.64%	Reduced -46.2k	-46,195 -65.2%
15	STRYKER CORPORATION COM SYK	SYK	30,283	$9.5m2.57%	2.57%	Added +3.4k	+3,448 12.8%
16	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	19,131	$9.5m2.56%	2.56%	Reduced -3.9k	-3,853 -16.8%
17	EDWARDS LIFESCIENCES CORP COM EW	EW	103,230	$9.3m2.51%	2.51%	Reduced -3.3k	-3,288 -3.1%
18	BRIDGEBIO PHARMA INC COM BBIO	BBIO	124,707	$9.3m2.50%	2.50%	Added +13.3k	+13,344 12.0%
19	KRYSTAL BIOTECH INC COM KRYS	KRYS	24,019	$8.9m2.40%	2.40%	Reduced -13.6k	-13,560 -36.1%
20	CENCORA INC COM COR	COR	31,126	$8.8m2.37%	2.37%	Added +7.7k	+7,656 32.6%
21	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	248,848	$8.4m2.27%	2.27%	Added +154.1k	+154,052 162.5%
22	ABIVAX SA SPONSORED ADS ABVX	ABVX	58,170	$7.8m2.09%	2.09%	Added +26.6k	+26,580 84.1%
23	INCYTE CORP COM INCY	INCY	56,953	$6.5m1.74%	1.74%	Added +6.2k	+6,157 12.1%
24	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	54,102	$6.4m1.73%	1.73%	Added +31.8k	+31,780 142.4%
25	BOSTON SCIENTIFIC CORP COM BSX	BSX	146,381	$6.2m1.68%	1.68%	Added +105.9k	+105,949 262.0%
26	INSMED INC COM PAR $.01 INSM	INSM	58,378	$6.2m1.67%	1.67%	Reduced -39.1k	-39,060 -40.1%
27	TANGO THERAPEUTICS INC COM TNGX	TNGX	198,557	$6.2m1.67%	1.67%	Added +168.6k	+168,642 563.7%
28	GILEAD SCIENCES INC COM GILD	GILD	46,142	$5.8m1.57%	1.57%	Reduced -1.8k	-1,825 -3.8%
29	CARDINAL HEALTH INC COM CAH	CAH	23,630	$5.6m1.51%	1.51%	Reduced -85.1k	-85,052 -78.3%
30	ORUKA THERAPEUTICS INC COM ORKA	ORKA	54,886	$5.2m1.41%	1.41%	New
31	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	57,030	$5.1m1.36%	1.36%	Reduced -5.7k	-5,705 -9.1%
32	DEXCOM INC COM DXCM	DXCM	71,846	$4.8m1.30%	1.30%	Reduced -512.5k	-512,486 -87.7%
33	BICARA THERAPEUTICS INC COM BCAX	BCAX	145,657	$4.3m1.16%	1.16%	Reduced -1.0m	-1,023,977 -87.5%
34	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	94,478	$3.5m0.95%	0.95%	Added +63.3k	+63,345 203.5%
35	CELCUITY INC COM CELC	CELC	33,313	$3.5m0.94%	0.94%	Reduced -108.0k	-107,983 -76.4%
36	DISC MEDICINE INC COM IRON	IRON	43,682	$3.2m0.86%	0.86%	Reduced -63.6k	-63,573 -59.3%
37	PYXIS ONCOLOGY INC COMMON STOCK PYXS	PYXS	966,459	$2.9m0.78%	0.78%	Added +769.4k	+769,423 390.5%
38	COMPASS THERAPEUTICS INC COM CMPX	CMPX	1,048,593	$2.3m0.62%	0.62%	Added +1.0m	+1,006,762 2406.7%
39	JADE BIOSCIENCES INC COM NEW JBIO	JBIO	88,556	$2.0m0.53%	0.53%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMGEN INC AMGN	AMGN	21,903	$8.7m21.9k shares
UNITEDHEALTH GROUP INC UNH	UNH	14,636	$2.8m14.6k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	90,184	$2.2m90.2k shares