Holders — by stockHoldings — by fund
Atle Fund Management AB
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001381843
$371.7M
disclosed book value
39
positions
9.6%
largest position share
Positions, as of 2026-06-30
top 39 of 39 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 29,821 | $35.8M | 9.6% |
| 2 | MRKMERCK & CO. INC | 189,357 | $24.3M | 6.5% |
| 3 | JNJJOHNSON & JOHNSON | 85,425 | $21.7M | 5.8% |
| 4 | ABBVABBVIE INC | 64,325 | $16.2M | 4.4% |
| 5 | CVSCVS HEALTH CORP | 146,102 | $15.1M | 4.1% |
| 6 | TMOTHERMO FISHER SCIENTIFIC CORP | 27,859 | $14.0M | 3.8% |
| 7 | RVMDREVOLUTION MEDICINES INC | 73,077 | $13.7M | 3.7% |
| 8 | BIIBBIOGEN INC | 62,781 | $13.6M | 3.6% |
| 9 | NBIXNEUROCRINE BIOSCIENCES INC | 72,898 | $12.3M | 3.3% |
| 10 | MIRMMIRUM PHARMACEUTICALS INC | 100,807 | $11.8M | 3.2% |
| 11 | ALKSALKERMES PLC | 213,329 | $11.2M | 3% |
| 12 | IONSIONIS PHARMACEUTICALS INC | 137,131 | $10.9M | 2.9% |
| 13 | ONCBEONE MEDICINES LTD-ADR | 35,180 | $10.0M | 2.7% |
| 14 | ISRGINTUITIVE SURGICAL INC | 24,656 | $9.8M | 2.6% |
| 15 | SYKSTRYKER CORPORATION | 30,283 | $9.5M | 2.6% |
| 16 | VRTXVERTEX PHARMACEUTICALS INC | 19,131 | $9.5M | 2.6% |
| 17 | EWEDWARDS LIFESCIENCES CORP | 103,230 | $9.3M | 2.5% |
| 18 | BBIOBRIDGEBIO PHARMA INC | 124,707 | $9.3M | 2.5% |
| 19 | KRYSKRYSTAL BIOTECH, INC | 24,019 | $8.9M | 2.4% |
| 20 | CORCENCORA INC | 31,126 | $8.8M | 2.4% |
| 21 | NAMSNEWAMSTERDAM PHARMA CO NV | 248,848 | $8.4M | 2.3% |
| 22 | ABVXABIVAX SA | 58,170 | $7.8M | 2.1% |
| 23 | INCYINCYTE CORP | 56,953 | $6.5M | 1.7% |
| 24 | IRTCIRHYTHM TECHNOLOGIES INC | 54,102 | $6.4M | 1.7% |
| 25 | BSXBOSTON SCIENTIFC | 146,381 | $6.2M | 1.7% |
| 26 | INSMINSMED INC | 58,378 | $6.2M | 1.7% |
| 27 | TNGXTANGO THERAPEUTICS INC | 198,557 | $6.2M | 1.7% |
| 28 | GILDGILEAD SCIENCES INC | 46,142 | $5.8M | 1.6% |
| 29 | CAHCARDINAL HEALTH INC | 23,630 | $5.6M | 1.5% |
| 30 | ORKAORUKA THERAPEUTI | 54,886 | $5.2M | 1.4% |
| 31 | SYRESPYRE THERAPEUTICS INC | 57,030 | $5.1M | 1.4% |
| 32 | DXCMDEXCOM INC | 71,846 | $4.8M | 1.3% |
| 33 | BCAXBICARA THERAPEUTICS INC | 145,657 | $4.3M | 1.2% |
| 34 | IDYAIDEAYA BIOSCIENCES INC | 94,478 | $3.5M | 0.9% |
| 35 | CELCCELCUITY INC | 33,313 | $3.5M | 0.9% |
| 36 | IRONDISC MEDICINE INC | 43,682 | $3.2M | 0.9% |
| 37 | PYXSPYXIS ONCOLOGY INC | 966,459 | $2.9M | 0.8% |
| 38 | CMPXCOMPASS THERAPEUTICS INC | 1.0M | $2.3M | 0.6% |
| 39 | JBIOJADE BIOSCIENCES | 88,556 | $2.0M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.