Atle Fund Management AB
Net seller this quarter
$372M
39
-$193M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LLY | $35.8M | 9.62% | 0.00% | -24.9% | Q4 2017 |
 MRK | $24.3M | 6.55% | 0.01% | +459.4% | Q1 2016 |
 JNJ | $21.7M | 5.84% | 0.00% | -7.5% | Q1 2026 |
 ABBV | $16.2M | 4.35% | 0.00% | -40.5% | Q4 2020 |
 CVS | $15.1M | 4.07% | 0.01% | +514.6% | Q1 2021 |
 TMO | $14M | 3.76% | 0.01% | +21.2% | Q4 2022 |
 RVMD | $13.7M | 3.68% | 0.03% | -88.2% | Q4 2024 |
 BIIB | $13.6M | 3.65% | 0.04% | Not reported | Q2 2017 |
 NBIX | $12.3M | 3.31% | 0.07% | -18.7% | Q4 2022 |
 MIRM | $11.8M | 3.17% | 0.16% | -48.5% | Q1 2024 |
 ALKS | $11.2M | 3.01% | 0.13% | -12.0% | Q2 2024 |
 IONS | $10.9M | 2.93% | 0.08% | +392.0% | Q4 2023 |
 ONC | $10M | 2.70% | 0.00% | -15.7% | Q4 2024 |
 ISRG | $9.81M | 2.64% | 0.01% | -65.2% | Q1 2025 |
 SYK | $9.53M | 2.57% | 0.01% | +12.9% | Q4 2022 |
 VRTX | $9.5M | 2.56% | 0.01% | -16.8% | Q1 2021 |
 EW | $9.34M | 2.51% | 0.02% | -3.1% | Q4 2022 |
 BBIO | $9.29M | 2.50% | 0.06% | +12.0% | Q4 2022 |
 KRYS | $8.93M | 2.40% | 0.08% | -36.1% | Q4 2022 |
 COR | $8.81M | 2.37% | 0.02% | +32.6% | Q2 2016 |
 NAMS | $8.43M | 2.27% | 0.21% | +162.5% | Q1 2024 |
 ABVX | $7.75M | 2.09% | 0.07% | +84.1% | Q4 2025 |
 INCY | $6.46M | 1.74% | 0.03% | +12.1% | Q4 2025 |
 IRTC | $6.44M | 1.73% | 0.16% | +142.4% | Q1 2025 |
 BSX | $6.25M | 1.68% | 0.01% | +262.0% | Q4 2022 |
 INSM | $6.22M | 1.67% | 0.03% | -40.1% | Q4 2025 |
 TNGX | $6.21M | 1.67% | 0.12% | +563.7% | Q1 2026 |
 GILD | $5.83M | 1.57% | 0.00% | -3.8% | Q2 2014 |
 CAH | $5.61M | 1.51% | 0.01% | -78.3% | Q1 2014 |
 ORKA | $5.22M | 1.41% | 0.09% | New | Q2 2026 |
 SYRE | $5.06M | 1.36% | 0.06% | -9.1% | Q1 2026 |
 DXCM | $4.84M | 1.30% | 0.02% | -87.7% | Q4 2022 |
| BCAX | $4.32M | 1.16% | 0.22% | -87.6% | Q1 2025 |
 IDYA | $3.52M | 0.95% | 0.10% | +203.5% | Q4 2025 |
 CELC | $3.49M | 0.94% | 0.07% | -76.4% | Q3 2025 |
 IRON | $3.19M | 0.86% | 0.11% | -59.3% | Q2 2025 |
 PYXS | $2.91M | 0.78% | 1.52% | +390.5% | Q4 2025 |
 CMPX | $2.3M | 0.62% | 0.58% | +2406.7% | Q4 2025 |
 JBIO | $1.97M | 0.53% | 0.14% | New | Q2 2026 |
| Q1 2026 | |||||
| LLY | $26.8M | 8.67% | 0.00% | +27.6% | Q4 2017 |
| MRK | $22.9M | 7.40% | 0.00% | -82.7% | Q1 2016 |
| TMO | $14.4M | 4.67% | 0.01% | -23.2% | Q4 2022 |
| ONC | $12.1M | 3.92% | 0.00% | +3.2% | Q4 2024 |
| JNJ | $11.9M | 3.86% | 0.00% | New | Q1 2026 |
| BBIO | $11.9M | 3.84% | 0.06% | -21.2% | Q4 2022 |
| VRTX | $11.2M | 3.61% | 0.01% | Not reported | Q1 2021 |
| ABBV | $10.4M | 3.35% | 0.01% | Not reported | Q4 2020 |
| SYK | $9.58M | 3.09% | 0.01% | Not reported | Q4 2022 |
| ISRG | $9.44M | 3.05% | 0.02% | +217.4% | Q1 2025 |
| IONS | $9.4M | 3.03% | 0.02% | -69.8% | Q4 2023 |
| MIRM | $9.4M | 3.03% | 0.32% | +118.3% | Q1 2024 |
| CVS | $9.27M | 2.99% | 0.00% | -77.7% | Q1 2021 |
| RVMD | $9.08M | 2.93% | 0.31% | +584.4% | Q4 2024 |
| BSX | $8.84M | 2.86% | 0.00% | -62.8% | Q4 2022 |
 AMGN | $8.72M | 2.81% | 0.00% | Not reported | Q4 2023 |
| EW | $8.27M | 2.67% | 0.02% | Not reported | Q4 2022 |
| ALKS | $8.24M | 2.66% | 0.15% | Not reported | Q2 2024 |
| INCY | $7.97M | 2.57% | 0.03% | -28.3% | Q4 2025 |
| NBIX | $7.85M | 2.54% | 0.09% | -5.4% | Q4 2022 |
| GILD | $7.16M | 2.31% | 0.00% | -5.6% | Q2 2014 |
| KRYS | $6.79M | 2.19% | 0.13% | +11.0% | Q4 2022 |
| COR | $6.6M | 2.13% | 0.01% | -1.3% | Q2 2016 |
| IRTC | $6.26M | 2.02% | 0.07% | -40.6% | Q1 2025 |
| INSM | $5.96M | 1.92% | 0.05% | +249.6% | Q4 2025 |
| NAMS | $5.51M | 1.78% | 0.08% | -51.9% | Q1 2024 |
| CELC | $5.14M | 1.66% | 0.29% | +237.8% | Q3 2025 |
| ABVX | $4.78M | 1.54% | 0.04% | Not reported | Q4 2025 |
| CAH | $4.77M | 1.54% | 0.05% | +363.1% | Q1 2014 |
| IDYA | $4.01M | 1.30% | 0.04% | -68.1% | Q4 2025 |
| TNGX | $3.63M | 1.17% | 0.02% | New | Q1 2026 |
| SYRE | $3.49M | 1.13% | 0.08% | New | Q1 2026 |
| IRON | $3.19M | 1.03% | 0.28% | +123.6% | Q2 2025 |
| CMPX | $3.05M | 0.99% | 0.02% | -92.8% | Q4 2025 |
 UNH | $2.77M | 0.90% | 0.00% | Not reported | Q4 2022 |
| DXCM | $2.64M | 0.85% | 0.15% | +1371.1% | Q4 2022 |
| BCAX | $2.32M | 0.75% | 1.78% | +950.3% | Q1 2025 |
| SLNO | $2.21M | 0.71% | 0.17% | +43.8% | Q3 2024 |
| PYXS | $1.62M | 0.52% | 0.31% | -68.1% | Q4 2025 |
| Q4 2025 | |||||
| LLY | $33.5M | 10.67% | 0.00% | -16.4% | Q4 2017 |
| ABBV | $24.7M | 7.89% | 0.01% | +17.5% | Q4 2020 |
| MRK | $20.6M | 6.57% | 0.01% | +21.7% | Q1 2016 |
| TMO | $17.3M | 5.53% | 0.01% | +10.2% | Q4 2022 |
| NBIX | $13.4M | 4.29% | 0.09% | -7.6% | Q4 2022 |
| ISRG | $12.6M | 4.03% | 0.01% | +13.3% | Q1 2025 |
| ONC | $12.3M | 3.92% | 0.00% | +33.3% | Q4 2024 |
| BBIO | $10.8M | 3.45% | 0.07% | -19.1% | Q4 2022 |
| VRTX | $10.4M | 3.32% | 0.01% | +29.4% | Q1 2021 |
| BSX | $10.4M | 3.31% | 0.01% | +25.4% | Q4 2022 |
| SYK | $9.43M | 3.01% | 0.01% | +17.9% | Q4 2022 |
| CVS | $8.45M | 2.70% | 0.01% | Not reported | Q1 2021 |
| KRYS | $8.35M | 2.66% | 0.12% | -19.8% | Q4 2022 |
| COR | $8.03M | 2.56% | 0.01% | -16.9% | Q2 2016 |
| IONS | $7.31M | 2.33% | 0.06% | Not reported | Q4 2023 |
| RVMD | $7.18M | 2.29% | 0.05% | +5.7% | Q4 2024 |
| AMGN | $7.17M | 2.29% | 0.00% | +58.7% | Q4 2023 |
| MIRM | $7.08M | 2.26% | 0.17% | -4.2% | Q1 2024 |
| INCY | $7M | 2.23% | 0.04% | New | Q4 2025 |
| NAMS | $6.91M | 2.21% | 0.17% | +1.8% | Q1 2024 |
| ALKS | $6.78M | 2.16% | 0.15% | -4.1% | Q2 2024 |
| IRTC | $6.67M | 2.13% | 0.12% | +25.3% | Q1 2025 |
| GILD | $6.23M | 1.99% | 0.00% | -35.0% | Q2 2014 |
 UFPT | $5.1M | 1.63% | 0.30% | Not reported | Q2 2024 |
| INSM | $4.85M | 1.55% | 0.01% | New | Q4 2025 |
| CAH | $4.82M | 1.54% | 0.01% | -22.5% | Q1 2014 |
| ABVX | $4.26M | 1.36% | 0.04% | New | Q4 2025 |
| CELC | $4.17M | 1.33% | 0.09% | +12.6% | Q3 2025 |
| IRON | $3.81M | 1.22% | 0.13% | +5.0% | Q2 2025 |
| IDYA | $3.37M | 1.07% | 0.11% | New | Q4 2025 |
| UNH | $3.19M | 1.02% | 0.00% | +6.6% | Q4 2022 |
| CMPX | $3.14M | 1.00% | 0.33% | New | Q4 2025 |
| SLNO | $2.9M | 0.93% | 0.12% | +4.3% | Q3 2024 |
| ACLX | $2.72M | 0.87% | 0.07% | +62.1% | Q4 2022 |
| DXCM | $2.64M | 0.84% | 0.01% | -21.9% | Q4 2022 |
 AUTL | $2.33M | 0.74% | 0.44% | Not reported | Q4 2023 |
| BCAX | $1.87M | 0.60% | 0.20% | -45.3% | Q1 2025 |
 CRBP | $873K | 0.28% | 0.61% | -38.9% | Q1 2024 |
| PYXS | $710K | 0.23% | 0.98% | New | Q4 2025 |
| Q3 2025 | |||||
| LLY | $3.02M | 11.19% | 0.00% | -3.8% | Q4 2017 |
| ABBV | $2.26M | 8.40% | 0.01% | +6.0% | Q4 2020 |
| NBIX | $1.53M | 5.67% | 0.10% | +16.1% | Q4 2022 |
| MRK | $1.43M | 5.32% | 0.01% | +15.6% | Q1 2016 |
| TMO | $1.4M | 5.18% | 0.01% | +11.9% | Q4 2022 |
| ONC | $1.1M | 4.07% | 0.00% | +24.4% | Q4 2024 |
| BBIO | $963K | 3.57% | 0.09% | +5.6% | Q4 2022 |
| COR | $949K | 3.52% | 0.01% | -9.1% | Q2 2016 |
| ISRG | $936K | 3.47% | 0.01% | +6.2% | Q1 2025 |
| GILD | $921K | 3.42% | 0.01% | +6.8% | Q2 2014 |
| BSX | $898K | 3.33% | 0.01% | -31.3% | Q4 2022 |
| SYK | $894K | 3.31% | 0.01% | -17.1% | Q4 2022 |
| ALKS | $805K | 2.99% | 0.15% | +11.3% | Q2 2024 |
| KRYS | $791K | 2.93% | 0.15% | +109.3% | Q4 2022 |
| VRTX | $739K | 2.74% | 0.01% | -27.0% | Q1 2021 |
| MIRM | $729K | 2.70% | 0.18% | -12.5% | Q1 2024 |
| NAMS | $585K | 2.17% | 0.17% | +23.2% | Q1 2024 |
| IRTC | $548K | 2.03% | 0.09% | +18.5% | Q1 2025 |
| EW | $542K | 2.01% | 0.01% | +14.5% | Q4 2022 |
| CAH | $505K | 1.87% | 0.01% | +13.1% | Q1 2014 |
| UFPT | $487K | 1.81% | 0.30% | +5.0% | Q2 2024 |
| MRUS | $480K | 1.78% | 0.06% | -19.9% | Q4 2022 |
| SLNO | $432K | 1.60% | 0.11% | +48.4% | Q3 2024 |
| RVMD | $423K | 1.57% | 0.05% | +3.7% | Q4 2024 |
| AMGN | $414K | 1.53% | 0.00% | -42.2% | Q4 2023 |
| DXCM | $363K | 1.35% | 0.01% | Not reported | Q4 2022 |
| BCAX | $342K | 1.27% | 0.37% | +38.3% | Q1 2025 |
| IRON | $321K | 1.19% | 0.13% | +85.3% | Q2 2025 |
| UNH | $298K | 1.10% | 0.00% | Not reported | Q4 2022 |
 HRMY | $269K | 1.00% | 0.16% | +6.7% | Q3 2021 |
| RNAM | $240K | 0.89% | 0.04% | New | Q3 2025 |
| CRBP | $236K | 0.87% | 1.40% | Not reported | Q1 2024 |
| ACLX | $224K | 0.83% | 0.04% | Not reported | Q4 2022 |
 SMMT | $203K | 0.75% | 0.01% | Not reported | Q3 2024 |
| AUTL | $202K | 0.75% | 0.44% | +5.8% | Q4 2023 |
| CELC | $195K | 0.72% | 0.09% | New | Q3 2025 |
 MREO | $167K | 0.62% | 0.10% | Not reported | Q3 2024 |
 JANX | $129K | 0.48% | 0.08% | Not reported | Q4 2024 |