Atle Fund Management AB — 13F holdings

Atle Fund Management AB reported 39 holdings worth $372M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. LLY ELI LILLY & CO — $35.8M (9.6%)
2. MRK MERCK & CO INC — $24.3M (6.5%)
3. JNJ JOHNSON & JOHNSON — $21.7M (5.8%)
4. ABBV ABBVIE INC — $16.2M (4.4%)
5. CVS CVS HEALTH CORP — $15.1M (4.1%)
6. TMO THERMO FISHER SCIENTIFIC INC — $14.0M (3.8%)
7. RVMD REVOLUTION Medicines Inc — $13.7M (3.7%)
8. BIIB BIOGEN INC — $13.6M (3.6%)
9. NBIX NEUROCRINE BIOSCIENCES INC — $12.3M (3.3%)
10. MIRM MIRUM PHARMACEUTICALS INC — $11.8M (3.2%)