Atle Fund Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Avidity Biosciences Inc | 0 | 51,978 | +51,978 | 0 | 240,427 | 0.89% | +240,427 |
| Celcuity Inc(CELC) | 0 | 37,157 | +37,157 | 0 | 194,869 | 0.72% | +194,869 |
| Corbus Pharmaceuticals Holding | 175,582 | 175,582 | 0 | 1,211,516 | 235,802 | 0.87% | -975,714 |
| Disc medicine inc(IRON) | 24,652 | 45,690 | +21,038 | 1,305,570 | 320,529 | 1.19% | -985,041 |
| Janux Therapeutics Inc(JANX) | 49,820 | 49,820 | 0 | 1,150,842 | 129,265 | 0.48% | -1,021,577 |
| BICARA THERAPEUTICS INC | 147,380 | 203,755 | +56,375 | 1,369,160 | 341,560 | 1.27% | -1,027,600 |
| Arcellx Inc | 25,732 | 25,732 | 0 | 1,694,452 | 224,281 | 0.83% | -1,470,171 |
| Summit Therapeutics Inc(SMMT) | 92,737 | 92,737 | 0 | 1,973,443 | 203,404 | 0.75% | -1,770,039 |
| Mereo Biopharma Group PLC | 764,901 | 764,901 | 0 | 2,072,882 | 167,282 | 0.62% | -1,905,600 |
| Krystal Biotech, Inc(KRYS) | 20,158 | 42,191 | +22,033 | 2,770,919 | 790,707 | 2.93% | -1,980,212 |
| Universal Health Services Inc(UNH) | 13,727 | 13,727 | 0 | 2,486,646 | 297,933 | 1.10% | -2,188,713 |
| NewAmsterdam Pharma Co NV | 157,223 | 193,625 | +36,402 | 2,847,309 | 584,612 | 2.17% | -2,262,697 |
| Autolus Therapeutics PLC | 1,105,461 | 1,169,634 | +64,173 | 2,520,451 | 202,402 | 0.75% | -2,318,049 |
| Harmony Bioscience Holdings(HRMY) | 86,274 | 92,074 | +5,800 | 2,726,258 | 269,397 | 1.00% | -2,456,861 |
| REVOLUTION Medicines Inc(RVMD) | 82,275 | 85,355 | +3,080 | 3,026,897 | 423,178 | 1.57% | -2,603,719 |
| Merus N.V. | 59,889 | 47,999 | -11,890 | 3,150,161 | 479,766 | 1.78% | -2,670,395 |
| Soleno Therapeutics Inc | 40,532 | 60,156 | +19,624 | 3,395,771 | 431,720 | 1.60% | -2,964,051 |
| iRhythm Technologies Inc(IRTC) | 25,302 | 29,991 | +4,689 | 3,895,496 | 547,610 | 2.03% | -3,347,886 |
| Edwards Lifesciences Corp | 57,360 | 65,659 | +8,299 | 4,486,126 | 542,105 | 2.01% | -3,944,021 |
| Cardinal Health Inc(CAH) | 26,797 | 30,297 | +3,500 | 4,501,896 | 504,854 | 1.87% | -3,997,042 |
| Dexcom Inc(DXCM) | 50,872 | 50,872 | 0 | 4,440,617 | 363,418 | 1.35% | -4,077,199 |
| VERONA PHARMA PLC - ADR | 47,100 | 0 | -47,100 | 4,454,718 | 0 | — | -4,454,718 |
| Mirum Pharmaceuticals Inc(MIRM) | 106,912 | 93,605 | -13,307 | 5,440,752 | 728,516 | 2.70% | -4,712,236 |
| BeiGene Ltd(ONC) | 24,386 | 30,333 | +5,947 | 5,903,119 | 1,097,146 | 4.07% | -4,805,973 |
| UFP Technologies Inc(UFPT) | 21,886 | 22,986 | +1,100 | 5,343,686 | 487,081 | 1.81% | -4,856,605 |
| Alkermes PLC(ALKS) | 227,224 | 252,875 | +25,651 | 6,500,879 | 805,386 | 2.99% | -5,695,493 |
| Bridgebio Pharma Inc(BBIO) | 165,480 | 174,722 | +9,242 | 7,145,426 | 963,444 | 3.57% | -6,181,982 |
| Amgen Inc(AMGN) | 23,894 | 13,806 | -10,088 | 6,671,444 | 413,620 | 1.53% | -6,257,824 |
| Gilead Sciences Inc(GILD) | 73,165 | 78,169 | +5,004 | 8,111,804 | 921,159 | 3.42% | -7,190,645 |
| Thermo Fisher Scientific Corp(TMO) | 24,266 | 27,147 | +2,881 | 9,838,892 | 1,397,844 | 5.18% | -8,441,048 |
| Cencora Inc | 31,466 | 28,608 | -2,858 | 9,435,080 | 949,197 | 3.52% | -8,485,883 |
| Intuitive Surgical Inc | 18,559 | 19,707 | +1,148 | 10,085,146 | 935,682 | 3.47% | -9,149,464 |
| Neurocrine Biosciences Inc(NBIX) | 88,392 | 102,625 | +14,233 | 11,109,990 | 1,529,451 | 5.67% | -9,580,539 |
| Merck & Co. Inc(MRK) | 139,172 | 160,913 | +21,741 | 11,016,856 | 1,433,790 | 5.32% | -9,583,066 |
| Stryker Corporation(SYK) | 27,466 | 22,769 | -4,697 | 10,866,374 | 893,584 | 3.31% | -9,972,790 |
| Vertex Pharmaceuticals Inc(VRTX) | 24,328 | 17,766 | -6,562 | 10,830,826 | 738,675 | 2.74% | -10,092,151 |
| Boston Scientific Corp(BSX) | 126,185 | 86,680 | -39,505 | 13,553,531 | 898,420 | 3.33% | -12,655,111 |
| AbbVie Inc(ABBV) | 86,933 | 92,105 | +5,172 | 16,136,503 | 2,264,052 | 8.40% | -13,872,451 |
| Eli Lilly & Co(LLY) | 38,721 | 37,244 | -1,477 | 30,184,181 | 3,016,880 | 11.19% | -27,167,301 |