Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atle Fund Management AB (CIK 1381843) reported $309.7M across 39 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LLY ($26.8M, 8.67%), MRK ($22.9M, 7.40%), TMO ($14.4M, 4.67%), ONC ($12.1M, 3.92%), JNJ ($11.9M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $26.8M | 8.67% | 39,722 | Added |
| 2 | MRK | MERCK & CO. INC | $22.9M | 7.40% | 33,853 | Trimmed |
| 3 | TMO | THERMO FISHER SCIENTIFIC CORP | $14.4M | 4.67% | 22,986 | Trimmed |
| 4 | ONC | BEONE MEDICINES LTD-ADR | $12.1M | 3.92% | 41,717 | Added |
| 5 | JNJ | JOHNSON & JOHNSON | $11.9M | 3.86% | 92,377 | New |
| 6 | BBIO | BRIDGEBIO PHARMA INC | $11.9M | 3.84% | 111,363 | Trimmed |
| 7 | VRTX | VERTEX PHARMACEUTICALS INC | $11.2M | 3.61% | 22,984 | Hold |
| 8 | ABBV | ABBVIE INC | $10.4M | 3.35% | 108,181 | Hold |
| 9 | SYK | STRYKER CORPORATION | $9.6M | 3.09% | 26,835 | Hold |
| 10 | ISRG | INTUITIVE SURGICAL INC | $9.4M | 3.05% | 70,851 | Added |
| 11 | IONS | IONIS PHARMACEUTICALS INC | $9.4M | 3.03% | 27,873 | Trimmed |
| 12 | MIRM | MIRUM PHARMACEUTICALS INC | $9.4M | 3.03% | 195,768 | Added |
| 13 | CVS | CVS HEALTH CORP | $9.3M | 2.99% | 23,773 | Trimmed |
| 14 | RVMD | REVOLUTION MEDICINES INC | $9.1M | 2.93% | 617,245 | Added |
| 15 | BSX | BOSTON SCIENTIFIC CORP | $8.8M | 2.86% | 40,432 | Trimmed |
| 16 | AMGN | AMGEN INC | $8.7M | 2.81% | 21,903 | Hold |
| 17 | EW | EDWARDS LIFESCIENCES CORP | $8.3M | 2.67% | 106,518 | New |
| 18 | ALKS | ALKERMES PLC | $8.2M | 2.66% | 242,473 | Hold |
| 19 | INCY | INCYTE CORP | $8.0M | 2.57% | 50,796 | Trimmed |
| 20 | NBIX | NEUROCRINE BIOSCIENCES INC | $7.9M | 2.54% | 89,685 | Trimmed |
| 21 | GILD | GILEAD SCIENCES INC | $7.2M | 2.31% | 47,967 | Trimmed |
| 22 | KRYS | KRYSTAL BIOTECH, INC | $6.8M | 2.19% | 37,579 | Added |
| 23 | ABC | CENCORA INC | $6.6M | 2.13% | 23,470 | Trimmed |
| 24 | IRTC | IRHYTHM TECHNOLOGIES INC | $6.3M | 2.02% | 22,322 | Trimmed |
| 25 | INSM | INSMED INC | $6.0M | 1.92% | 97,438 | Added |
Source: SEC Form 13F filings · as of 2026-03-31