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The Analysis of Atle Fund Management AB's Holdings & P&L

Currently, Atle Fund Management AB holds 39 types of securities in its portfolio with a total value $371.7M. In the most recent quarter, they have increased their positions in MRK (+155.5K shares, valued at $20.0M), BIIB (+62.8K shares, valued at $13.6M), CVS (+122.3K shares, valued at $12.7M); decreased their positions in RVMD (-544.2K shares, valued at $101.9M), N/A (-512.5K shares, valued at $34.5M), BCAX (-1.0M shares, valued at $30.4M); initiated new positions in BIIB (+62.8K shares, valued at $13.6M), ORKA (+54.9K shares, valued at $5.2M), JBIO (+88.6K shares, valued at $2.0M).

1M P&L

+7.5M+2.20%

3M P&L

+43.1M+14.07%

HY P&L

+37.5M+12.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology126.8M

37.7%

2Drug Manufacturers - General101.2M

30.1%

3Medical Devices31.6M

9.4%

Top Industries by Stock Count

1Biotechnology19 stocks

54.3%

2Drug Manufacturers - General5 stocks

14.3%

3Medical Devices4 stocks

11.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO29.8K shares-24.93%2026-06-302026-07-24

MRK MERCK & CO. INC189.4K shares459.35%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON85.4K shares-7.53%2026-06-302026-07-24

ABBVIE INC ABBVIE INC64.3K shares-40.54%2026-06-302026-07-24

CVS CVS HEALTH CORP146.1K shares514.57%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC CORP27.9K shares21.20%2026-06-302026-07-24

RVMD REVOLUTION MEDICINES INC73.1K shares-88.16%2026-06-302026-07-24

BIIB BIOGEN INC62.8K sharesnew addition2026-06-302026-07-24

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC72.9K shares-18.72%2026-06-302026-07-24

MIRM MIRUM PHARMACEUTICALS INC100.8K shares-48.51%2026-06-302026-07-24

ALKS ALKERMES PLC213.3K shares-12.02%2026-06-302026-07-24

IONIS PHARMACEUTICALS INC IONIS PHARMACEUTICALS INC137.1K shares391.99%2026-06-302026-07-24

ONC BEONE MEDICINES LTD-ADR35.2K shares-15.67%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC24.7K shares-65.20%2026-06-302026-07-24

SYK STRYKER CORPORATION30.3K shares12.85%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC19.1K shares-16.76%2026-06-302026-07-24

Sponsored

EW EDWARDS LIFESCIENCES CORP103.2K shares-3.09%2026-06-302026-07-24

BBIO BRIDGEBIO PHARMA INC124.7K shares11.98%2026-06-302026-07-24

KRYS KRYSTAL BIOTECH, INC24.0K shares-36.08%2026-06-302026-07-24

COR CENCORA INC31.1K shares32.62%2026-06-302026-07-24

NAMS NEWAMSTERDAM PHARMA CO NV248.8K shares162.51%2026-06-302026-07-24

ABVX ABIVAX SA58.2K shares84.14%2026-06-302026-07-24

INCY INCYTE CORP57.0K shares12.12%2026-06-302026-07-24

IRTC IRHYTHM TECHNOLOGIES INC54.1K shares142.37%2026-06-302026-07-24

Sponsored

BSX BOSTON SCIENTIFC146.4K shares262.04%2026-06-302026-07-24

INSM INSMED INC58.4K shares-40.09%2026-06-302026-07-24

TNGX TANGO THERAPEUTICS INC198.6K shares563.74%2026-06-302026-07-24

GILD GILEAD SCIENCES INC46.1K shares-3.80%2026-06-302026-07-24

CAH CARDINAL HEALTH INC23.6K shares-78.26%2026-06-302026-07-24

ORKA ORUKA THERAPEUTI54.9K sharesnew addition2026-06-302026-07-24

SYRE SPYRE THERAPEUTICS INC57.0K shares-9.09%2026-06-302026-07-24

DEXCOM INC DEXCOM INC71.8K shares-87.70%2026-06-302026-07-24

Sponsored

BCAX BICARA THERAPEUTICS INC145.7K shares-87.55%2026-06-302026-07-24

IDYA IDEAYA BIOSCIENCES INC94.5K shares203.47%2026-06-302026-07-24

CELCUITY INC CELCUITY INC33.3K shares-76.42%2026-06-302026-07-24

IRON DISC MEDICINE INC43.7K shares-59.27%2026-06-302026-07-24

PYXS PYXIS ONCOLOGY INC966.5K shares390.50%2026-06-302026-07-24

CMPX COMPASS THERAPEUTICS INC1.0M shares2406.74%2026-06-302026-07-24

JBIO JADE BIOSCIENCES88.6K sharesnew addition2026-06-302026-07-24

LLY

ELI LILLY & CO

-24.93%

Shares29.8K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO. INC

459.35%

Shares189.4K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-7.53%

Shares85.4K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-40.54%

Shares64.3K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

514.57%

Shares146.1K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC CORP

21.20%

Shares27.9K

Event2026-06-30

Filed2026-07-24

RVMD

REVOLUTION MEDICINES INC

-88.16%

Shares73.1K

Event2026-06-30

Filed2026-07-24

BIIB

BIOGEN INC

New

Shares62.8K

Event2026-06-30

Filed2026-07-24

NBIX

NEUROCRINE BIOSCIENCES INC

-18.72%

Shares72.9K

Event2026-06-30

Filed2026-07-24

MIRM

MIRUM PHARMACEUTICALS INC

-48.51%

Shares100.8K

Event2026-06-30

Filed2026-07-24

ALKS

ALKERMES PLC

-12.02%

Shares213.3K

Event2026-06-30

Filed2026-07-24

IONIS PHARMACEUTICALS INC

391.99%

Shares137.1K

Event2026-06-30

Filed2026-07-24

ONC

BEONE MEDICINES LTD-ADR

-15.67%

Shares35.2K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

-65.20%

Shares24.7K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

12.85%

Shares30.3K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

-16.76%

Shares19.1K

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

-3.09%

Shares103.2K

Event2026-06-30

Filed2026-07-24

BBIO

BRIDGEBIO PHARMA INC

11.98%

Shares124.7K

Event2026-06-30

Filed2026-07-24

KRYS

KRYSTAL BIOTECH, INC

-36.08%

Shares24.0K

Event2026-06-30

Filed2026-07-24

COR

CENCORA INC

32.62%

Shares31.1K

Event2026-06-30

Filed2026-07-24

NAMS

NEWAMSTERDAM PHARMA CO NV

162.51%

Shares248.8K

Event2026-06-30

Filed2026-07-24

ABVX

ABIVAX SA

84.14%

Shares58.2K

Event2026-06-30

Filed2026-07-24

INCY

INCYTE CORP

12.12%

Shares57.0K

Event2026-06-30

Filed2026-07-24

IRTC

IRHYTHM TECHNOLOGIES INC

142.37%

Shares54.1K

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFC

262.04%

Shares146.4K

Event2026-06-30

Filed2026-07-24

INSM

INSMED INC

-40.09%

Shares58.4K

Event2026-06-30

Filed2026-07-24

TNGX

TANGO THERAPEUTICS INC

563.74%

Shares198.6K

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

-3.80%

Shares46.1K

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

-78.26%

Shares23.6K

Event2026-06-30

Filed2026-07-24

ORKA

ORUKA THERAPEUTI

New

Shares54.9K

Event2026-06-30

Filed2026-07-24

SYRE

SPYRE THERAPEUTICS INC

-9.09%

Shares57.0K

Event2026-06-30

Filed2026-07-24

DEXCOM INC

-87.70%

Shares71.8K

Event2026-06-30

Filed2026-07-24

BCAX

BICARA THERAPEUTICS INC

-87.55%

Shares145.7K

Event2026-06-30

Filed2026-07-24

IDYA

IDEAYA BIOSCIENCES INC

203.47%

Shares94.5K

Event2026-06-30

Filed2026-07-24

CELCUITY INC

-76.42%

Shares33.3K

Event2026-06-30

Filed2026-07-24

IRON

DISC MEDICINE INC

-59.27%

Shares43.7K

Event2026-06-30

Filed2026-07-24

PYXS

PYXIS ONCOLOGY INC

390.50%

Shares966.5K

Event2026-06-30

Filed2026-07-24

CMPX

COMPASS THERAPEUTICS INC

2406.74%

Shares1.0M

Event2026-06-30

Filed2026-07-24

JBIO

JADE BIOSCIENCES

New

Shares88.6K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available