Atle Fund Management AB 13F Holdings · Q2 2026
Atle Fund Management AB reported 39 securities worth $371.70M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LLY (9.62%), MRK (6.55%), JNJ (5.84%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $35.8M | 9.62% | 29,821 | Trimmed |
| 2 | MRK | MERCK & CO. INC | $24.3M | 6.55% | 189,357 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $21.7M | 5.84% | 85,425 | Trimmed |
| 4 | ABBV | ABBVIE INC | $16.2M | 4.35% | 64,325 | Trimmed |
| 5 | CVS | CVS HEALTH CORP | $15.1M | 4.07% | 146,102 | Added |
| 6 | TMO | THERMO FISHER SCIENTIFIC CORP | $14.0M | 3.76% | 27,859 | Added |
| 7 | RVMD | REVOLUTION MEDICINES INC | $13.7M | 3.68% | 73,077 | Trimmed |
| 8 | BIIB | BIOGEN INC | $13.6M | 3.65% | 62,781 | New |
| 9 | NBIX | NEUROCRINE BIOSCIENCES INC | $12.3M | 3.31% | 72,898 | Trimmed |
| 10 | MIRM | MIRUM PHARMACEUTICALS INC | $11.8M | 3.17% | 100,807 | Trimmed |
| 11 | ALKS | ALKERMES PLC | $11.2M | 3.01% | 213,329 | Trimmed |
| 12 | IONS | IONIS PHARMACEUTICALS INC | $10.9M | 2.93% | 137,131 | Added |
| 13 | ONC | BEONE MEDICINES LTD-ADR | $10.0M | 2.70% | 35,180 | Trimmed |
| 14 | ISRG | INTUITIVE SURGICAL INC | $9.8M | 2.64% | 24,656 | Trimmed |
| 15 | SYK | STRYKER CORPORATION | $9.5M | 2.57% | 30,283 | Added |
| 16 | VRTX | VERTEX PHARMACEUTICALS INC | $9.5M | 2.56% | 19,131 | Trimmed |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $9.3M | 2.51% | 103,230 | Trimmed |
| 18 | BBIO | BRIDGEBIO PHARMA INC | $9.3M | 2.50% | 124,707 | Added |
| 19 | KRYS | KRYSTAL BIOTECH, INC | $8.9M | 2.40% | 24,019 | Trimmed |
| 20 | COR | CENCORA INC | $8.8M | 2.37% | 31,126 | Added |
| 21 | NAMS | NEWAMSTERDAM PHARMA CO NV | $8.4M | 2.27% | 248,848 | Added |
| 22 | ABVX | ABIVAX SA | $7.8M | 2.09% | 58,170 | Added |
| 23 | INCY | INCYTE CORP | $6.5M | 1.74% | 56,953 | Added |
| 24 | IRTC | IRHYTHM TECHNOLOGIES INC | $6.4M | 1.73% | 54,102 | Added |
| 25 | BSX | BOSTON SCIENTIFC | $6.2M | 1.68% | 146,381 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR