Atle Fund Management AB

CIK: 0001381843SEC EDGAR →

Portfolio Value

$313.4M

Holdings

39

As of

Q4 2025

New Positions

39

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Eli Lilly & Co

31,133$33.5M
10.67%
2

AbbVie Inc

108,181$24.7M
7.89%
3

Merck & Co. Inc

195,768$20.6M
6.57%
4

Thermo Fisher Scientific Corp

29,915$17.3M
5.53%
5

Neurocrine Biosciences Inc

94,796$13.4M
4.29%
6

Intuitive Surgical Inc

22,322$12.6M
4.03%
7

BEONE MEDICINES LTD-ADR

40,432$12.3M
3.92%
8

Bridgebio Pharma Inc

141,296$10.8M
3.45%
9

Vertex Pharmaceuticals Inc

22,984$10.4M
3.32%
10

Boston Scientific Corp

108,682$10.4M
3.31%

Quarterly Changes

Top Buys

LLYNEW
$33.5M
ABBVNEW
$24.7M
MRKNEW
$20.6M
TMONEW
$17.3M
NBIXNEW
$13.4M

Top Sells

No sells this quarter

New Positions (39)

$33.5M · 31K shares
$24.7M · 108K shares
$20.6M · 196K shares
$17.3M · 30K shares
$13.4M · 95K shares
$12.6M · 22K shares
$12.3M · 40K shares
$10.8M · 141K shares
$10.4M · 23K shares
$10.4M · 109K shares
$9.4M · 27K shares
$8.5M · 107K shares
$8.3M · 34K shares
$8.0M · 24K shares
$7.3M · 92K shares
$7.2M · 90K shares
$7.2M · 22K shares
$7.1M · 90K shares
$7.0M · 71K shares
$6.9M · 197K shares
$6.8M · 242K shares
$6.7M · 38K shares
$6.2M · 51K shares
$5.1M · 23K shares
$4.9M · 28K shares
$4.8M · 23K shares
$4.3M · 32K shares
$4.2M · 42K shares
$3.8M · 48K shares
$3.4M · 97K shares
$3.2M · 15K shares
$3.1M · 584K shares
$2.9M · 63K shares
$2.7M · 42K shares
$2.6M · 40K shares
$2.3M · 1.2M shares
$1.9M · 111K shares
$873K · 107K shares
$709K · 617K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare35$290.6M92.7%
Unknown3$14.8M4.7%
Consumer Cyclical1$8.0M2.6%