Atle Fund Management AB
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Eli Lilly & Co | 37,244 | 31,133 | -6,111 | 3,016,880 | 33,458,012 | +30,441,132 |
| AbbVie Inc | 92,105 | 108,181 | +16,076 | 2,264,052 | 24,718,276 | +22,454,224 |
| Merck & Co. Inc | 160,913 | 195,768 | +34,855 | 1,433,790 | 20,606,539 | +19,172,749 |
| Thermo Fisher Scientific Corp | 27,147 | 29,915 | +2,768 | 1,397,844 | 17,334,246 | +15,936,402 |
| Neurocrine Biosciences Inc | 102,625 | 94,796 | -7,829 | 1,529,451 | 13,444,916 | +11,915,465 |
| Intuitive Surgical Inc | 19,707 | 22,322 | +2,615 | 935,682 | 12,642,287 | +11,706,605 |
| BEONE MEDICINES LTD-ADR | 30,333 | 40,432 | +10,099 | 1,097,146 | 12,283,645 | +11,186,499 |
| Bridgebio Pharma Inc | 174,722 | 141,296 | -33,426 | 963,444 | 10,807,731 | +9,844,287 |
| Vertex Pharmaceuticals Inc | 17,766 | 22,984 | +5,218 | 738,675 | 10,420,026 | +9,681,351 |
| Boston Scientific Corp | 86,680 | 108,682 | +22,002 | 898,420 | 10,362,828 | +9,464,408 |
| Stryker Corporation | 22,769 | 26,835 | +4,066 | 893,584 | 9,431,697 | +8,538,113 |
| CVS HEALTH CORP | 0 | 106,518 | +106,518 | 0 | 8,453,268 | +8,453,268 |
| Krystal Biotech, Inc | 42,191 | 33,853 | -8,338 | 790,707 | 8,346,118 | +7,555,411 |
| IONIS PHARMACEUTICALS INC | 0 | 92,377 | +92,377 | 0 | 7,307,944 | +7,307,944 |
| Cencora Inc | 28,608 | 23,773 | -4,835 | 949,197 | 8,029,330 | +7,080,133 |
| INCYTE CORP | 0 | 70,851 | +70,851 | 0 | 6,997,953 | +6,997,953 |
| REVOLUTION Medicines Inc | 85,355 | 90,184 | +4,829 | 423,178 | 7,183,155 | +6,759,977 |
| Amgen Inc | 13,806 | 21,903 | +8,097 | 413,620 | 7,169,070 | +6,755,450 |
| Mirum Pharmaceuticals Inc | 93,605 | 89,685 | -3,920 | 728,516 | 7,084,218 | +6,355,702 |
| NewAmsterdam Pharma Co NV | 193,625 | 197,036 | +3,411 | 584,612 | 6,912,022 | +6,327,410 |
| iRhythm Technologies Inc | 29,991 | 37,579 | +7,588 | 547,610 | 6,668,017 | +6,120,407 |
| Alkermes PLC | 252,875 | 242,473 | -10,402 | 805,386 | 6,784,394 | +5,979,008 |
| Gilead Sciences Inc | 78,169 | 50,796 | -27,373 | 921,159 | 6,234,701 | +5,313,542 |
| INSMED INC | 0 | 27,873 | +27,873 | 0 | 4,851,016 | +4,851,016 |
| UFP Technologies Inc | 22,986 | 22,986 | 0 | 487,081 | 5,103,581 | +4,616,500 |
| Cardinal Health Inc | 30,297 | 23,470 | -6,827 | 504,854 | 4,823,085 | +4,318,231 |
| ABIVAX SA | 0 | 31,590 | +31,590 | 0 | 4,260,069 | +4,260,069 |
| CELCUITY INC | 37,157 | 41,831 | +4,674 | 194,869 | 4,172,223 | +3,977,354 |
| Disc medicine inc | 45,690 | 47,967 | +2,277 | 320,529 | 3,809,059 | +3,488,530 |
| IDEAYA BIOSCIENCES INC | 0 | 97,438 | +97,438 | 0 | 3,368,431 | +3,368,431 |
| COMPASS THERAPEUTICS INC | 0 | 584,332 | +584,332 | 0 | 3,137,862 | +3,137,862 |
| Universal Health Services Inc | 13,727 | 14,636 | +909 | 297,933 | 3,190,940 | +2,893,007 |
| Arcellx Inc | 25,732 | 41,717 | +15,985 | 224,281 | 2,719,948 | +2,495,667 |
| Soleno Therapeutics Inc | 60,156 | 62,735 | +2,579 | 431,720 | 2,904,630 | +2,472,910 |
| Dexcom Inc | 50,872 | 39,722 | -11,150 | 363,418 | 2,636,349 | +2,272,931 |
| Autolus Therapeutics PLC | 1,169,634 | 1,169,634 | 0 | 202,402 | 2,327,571 | +2,125,169 |
| BICARA THERAPEUTICS INC | 203,755 | 111,363 | -92,392 | 341,560 | 1,874,239 | +1,532,679 |
| PYXIS ONCOLOGY INC | 0 | 617,245 | +617,245 | 0 | 709,831 | +709,831 |
| Corbus Pharmaceuticals Holding | 175,582 | 107,255 | -68,327 | 235,802 | 873,055 | +637,253 |