Institutions / Atle Fund Management AB
Atle Fund Management AB
CIK 1381843 · Institution · as of Mar 31, 2026
Portfolio value
$309.69M
Positions
39
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$309.69M-1.2%Positions
39+0.0%Top holdings
Mar 31, 2026View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $26.85M | 8.7% |
| Merck & Co., Inc. | $22.92M | 7.4% |
| Thermo Fisher Scientific Inc. | $14.45M | 4.7% |
| BeOne Medicines Ltd.ONC | $12.14M | 3.9% |
| Johnson & Johnson | $11.94M | 3.9% |
| BridgeBio Pharma, Inc. | $11.89M | 3.8% |
| Vertex Pharmaceuticals Inc / Ma | $11.17M | 3.6% |
| AbbVie Inc. | $10.39M | 3.4% |
| Stryker Corp | $9.58M | 3.1% |
| Intuitive Surgical Inc | $9.44M | 3.0% |
| Ionis Pharmaceuticals Inc | $9.40M | 3.0% |
| Mirum Pharmaceuticals, Inc. | $9.40M | 3.0% |
| CVS HEALTH Corp | $9.27M | 3.0% |
| Revolution Medicines, Inc. | $9.08M | 2.9% |
| Boston Scientific Corp | $8.84M | 2.9% |
| Amgen Inc | $8.72M | 2.8% |
| Edwards Lifesciences Corp | $8.27M | 2.7% |
| Alkermes plc. | $8.24M | 2.7% |
| Incyte Corp | $7.97M | 2.6% |
| Neurocrine Biosciences Inc | $7.85M | 2.5% |
| Gilead Sciences, Inc. | $7.16M | 2.3% |
| Krystal Biotech, Inc. | $6.79M | 2.2% |
| Cencora Inc | $6.60M | 2.1% |
| iRhythm Holdings, Inc. | $6.26M | 2.0% |
| Insmed Inc | $5.96M | 1.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-109.61M | -162K -82.71% | 33,853 7.40% of portfolio | high |
| Q1 2026 as of | Trim | Compass Therapeutics, Inc. Common stock | $-39.57M | -543K -92.84% | 41,831 0.99% of portfolio | medium |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-32.26M | -83K -77.68% | 23,773 2.99% of portfolio | medium |
| Q1 2026 as of | Trim | Ionis Pharmaceuticals Inc Common stock | $-21.75M | -65K -69.83% | 27,873 3.03% of portfolio | medium |
| Q1 2026 as of | Trim | Boston Scientific Corp Common stock | $-14.93M | -68K -62.80% | 40,432 2.86% of portfolio | medium |
| Q1 2026 as of | New | Johnson & Johnson Common stock | $11.94M | +92K | 92,377 3.86% of portfolio | medium |
| Q1 2026 as of | Trim | Ideaya Biosciences, Inc. Common stock | $-8.54M | -66K -68.05% | 31,133 1.30% of portfolio | medium |
| Q1 2026 as of | New | Edwards Lifesciences Corp Common stock | $8.27M | +107K | 106,518 2.67% of portfolio | medium |
| Q1 2026 as of | Add | Revolution Medicines, Inc. Common stock | $7.75M | +527K +584.43% | 617,245 2.93% of portfolio | medium |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $6.47M | +49K +217.40% | 70,851 3.05% of portfolio | medium |