Atle Fund Management AB holds a focused book of 39 reported positions worth $371.7M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Biogen Inc and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 10% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Atle Fund Management AB
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Darwin Global Management, Ltd. | 3 / 39 | $3.1B |
| Remedium Capital Partners, LLC | 3 / 39 | $314.1M |
| Baker Bros. Advisors LP | 12 / 39 | $10.9B |
| Greenleaf Trust | 18 / 39 | $5.3B |
| Tri Locum Partners LP | 6 / 39 | $402.7M |
| Private Capital Advisors, Inc. | 6 / 39 | $523.8M |
| Artia Global Partners LP | 13 / 39 | $244.7M |
| Boxer Capital Management, LLC | 5 / 39 | $566.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Atle Fund Management AB: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $35.8M | 29.8K | 9.6% | ▼−25% Reduced · −10K sh | |
| 2 | Merck & Co. Inc COM | $24.3M | 189.4K | 6.5% | ▲+459% Added · +156K sh | |
| 3 | Johnson & Johnson COM | $21.7M | 85.4K | 5.8% | ▼−7.5% Reduced · −7K sh | |
| 4 | Abbvie Inc COM | $16.2M | 64.3K | 4.4% | ▼−41% Reduced · −44K sh | |
| 5 | CVS Health Corp COM | $15.1M | 146.1K | 4.1% | ▲+515% Added · +122K sh | |
| 6 | Thermo Fisher Scientific Corp COM | $14.0M | 27.9K | 3.8% | ▲+21% Added · +5K sh | |
| 7 | Revolution Medicines Inc COM | $13.7M | 73.1K | 3.7% | ▼−88% Reduced · −544K sh | |
| 8 | Biogen Inc COM | $13.6M | 62.8K | 3.6% | ▲New New position | |
| 9 | Neurocrine Biosciences Inc COM | $12.3M | 72.9K | 3.3% | ▼−19% Reduced · −17K sh | |
| 10 | Mirum Pharmaceuticals Inc COM | $11.8M | 100.8K | 3.2% | ▼−49% Reduced · −95K sh | |
| 11 | Alkermes PLC SHS | $11.2M | 213.3K | 3.0% | ▼−12% Reduced · −29K sh | |
| 12 | Ionis Pharmaceuticals Inc COM | $10.9M | 137.1K | 2.9% | ▲+392% Added · +109K sh | |
| 13 | Beone Medicines Ltd-ADR SPONSORED ADS | $10.0M | 35.2K | 2.7% | ▼−16% Reduced · −7K sh | |
| 14 | Intuitive Surgical Inc COM NEW | $9.8M | 24.7K | 2.6% | ▼−65% Reduced · −46K sh | |
| 15 | Stryker Corporation COM | $9.5M | 30.3K | 2.6% | ▲+13% Added · +3K sh | |
| 16 | Vertex Pharmaceuticals Inc COM | $9.5M | 19.1K | 2.6% | ▼−17% Reduced · −4K sh | |
| 17 | Edwards Lifesciences Corp COM | $9.3M | 103.2K | 2.5% | ▼−3.1% Reduced · −3K sh | |
| 18 | Bridgebio Pharma Inc COM | $9.3M | 124.7K | 2.5% | ▲+12% Added · +13K sh | |
| 19 | Krystal Biotech, Inc COM | $8.9M | 24.0K | 2.4% | ▼−36% Reduced · −14K sh | |
| 20 | Cencora Inc COM | $8.8M | 31.1K | 2.4% | ▲+33% Added · +8K sh | |
| 21 | Newamsterdam Pharma Co NV ORDINARY SHARES | $8.4M | 248.8K | 2.3% | ▲+163% Added · +154K sh | |
| 22 | Abivax Sa SPONSORED ADS | $7.8M | 58.2K | 2.1% | ▲+84% Added · +27K sh | |
| 23 | Incyte Corp COM | $6.5M | 57.0K | 1.7% | ▲+12% Added · +6K sh | |
| 24 | Irhythm Technologies Inc COM | $6.4M | 54.1K | 1.7% | ▲+142% Added · +32K sh | |
| 25 | Boston Scientifc COM | $6.2M | 146.4K | 1.7% | ▲+262% Added · +106K sh | |
| 26 | Insmed Inc COM PAR $.01 | $6.2M | 58.4K | 1.7% | ▼−40% Reduced · −39K sh | |
| 27 | Tango Therapeutics Inc COM | $6.2M | 198.6K | 1.7% | ▲+564% Added · +169K sh | |
| 28 | Gilead Sciences Inc COM | $5.8M | 46.1K | 1.6% | ▼−3.8% Reduced · −2K sh | |
| 29 | Cardinal Health Inc COM | $5.6M | 23.6K | 1.5% | ▼−78% Reduced · −85K sh | |
| 30 | Oruka Therapeuti COM | $5.2M | 54.9K | 1.4% | ▲New New position | |
| 31 | Spyre Therapeutics Inc COM NEW | $5.1M | 57.0K | 1.4% | ▼−9.1% Reduced · −6K sh | |
| 32 | Dexcom Inc COM NEW | $4.8M | 71.8K | 1.3% | ▼−88% Reduced · −512K sh | |
| 33 | Bicara Therapeutics Inc COM | $4.3M | 145.7K | 1.2% | ▼−88% Reduced · −1.0M sh | |
| 34 | Ideaya Biosciences Inc COM | $3.5M | 94.5K | 0.9% | ▲+203% Added · +63K sh | |
| 35 | Celcuity Inc COM | $3.5M | 33.3K | 0.9% | ▼−76% Reduced · −108K sh | |
| 36 | Disc Medicine Inc COM | $3.2M | 43.7K | 0.9% | ▼−59% Reduced · −64K sh | |
| 37 | Pyxis Oncology Inc COMMON STOCK | $2.9M | 966.5K | 0.8% | ▲+390% Added · +769K sh | |
| 38 | Compass Therapeutics Inc COM | $2.3M | 1.05M | 0.6% | ▲25× Added · +1.0M sh | |
| 39 | Jade Biosciences COM NEW | $2.0M | 88.6K | 0.5% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1381843/holdings"
Use Arkolith to show Atle Fund Management AB's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 39 | $371.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 39 | $309.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 39 | $313.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 38 | $27.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 37 | $233.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 5, 2025 | 35d | 37 | $226.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 36 | $210.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 36 | $212.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.