Latest HealthInvest Partners AB Stock Portfolio
$371Million | No. of Holdings #39
HealthInvest Partners AB Performance
2026 Q2+1.11%
YTD+5.18%
2025-36.89%
About HealthInvest Partners AB and 13F Hedge Fund Stock Holdings
On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atle Fund Management AB reported an equity portfolio of $371.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Atle Fund Management AB are LLY, MRK, JNJ. The fund has invested 9.6% of it's portfolio in ELI LILLY & CO and 6.6% of portfolio in MERCK & CO. INC. <br><br> The fund managers got completely rid off AMGEN INC (AMGN), UNIVERSAL HEALTH SERVICES INC (UNH) and SOLENO THERAPEUTICS INC (SLNO) stocks. They significantly reduced their stock positions in REVOLUTION MEDICINES INC (RVMD), DEXCOM INC (DXCM) and BICARA THERAPEUTICS INC. Atle Fund Management AB opened new stock positions in BIOGEN INC (BIIB), ORUKA THERAPEUTI and JADE BIOSCIENCES (AVTE). The fund showed a lot of confidence in some stocks as they added substantially to COMPASS THERAPEUTICS INC (CMPX), TANGO THERAPEUTICS INC (TNGX) and CVS HEALTH CORP (CVS).
HealthInvest Partners AB Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$371Million
as of Jul 24, 2026HealthInvest Partners AB Annual Return Estimates Vs S&P 500
Our best estimate is that Atle Fund Management AB made a return of 1.11% in the last quarter. In trailing 12 months, it's portfolio return was -35.65%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| biogen inc | 13,564,500 |
| oruka therapeuti | 5,223,500 |
| jade biosciences | 1,967,710 |
New stocks bought by HealthInvest Partners AB
Additions
Additions to existing portfolio by HealthInvest Partners AB
Reductions
| Ticker | % Reduced |
|---|---|
| revolution medicines inc | -88.16 |
| dexcom inc | -87.7 |
| bicara therapeutics inc | -87.55 |
| cardinal health inc | -78.26 |
| celcuity inc | -76.42 |
| intuitive surgical inc | -65.2 |
| disc medicine inc | -59.27 |
| mirum pharmaceuticals inc | -48.51 |
HealthInvest Partners AB reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| soleno therapeutics inc | -2,207,340 |
| amgen inc | -8,716,030 |
| universal health services inc | -2,772,420 |
HealthInvest Partners AB got rid off the above stocks
Sector Distribution
Atle Fund Management AB has about 89.8% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 89.8 |
| Others | 10.2 |
Market Cap. Distribution
Atle Fund Management AB has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- UNALLOCATED
- SMALL-CAP
| Category | % |
|---|---|
| LARGE-CAP | 46 |
| MEGA-CAP | 29.1 |
| MID-CAP | 13.6 |
| UNALLOCATED | 7.8 |
| SMALL-CAP | 2.8 |
Stocks belong to which Index?
About 78.8% of the stocks held by Atle Fund Management AB either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| S&P 500 | 55.9 |
| RUSSELL 2000 | 22.9 |
| Others | 21.2 |
HealthInvest Partners AB Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of HealthInvest Partners AB
Atle Fund Management AB has 39 stocks in it's portfolio. About 48% of the portfolio is in top 10 stocks. MRK proved to be the most loss making stock for the portfolio. RVMD was the most profitable stock for Atle Fund Management AB last quarter.
$371.70MTotal Value
42.00Positions
24 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Abbvie Inc Abbvie IncABBV HealthInvest Partners AB's holding in Abbvie Inc over time | 4.36% | 64,325 | $16.19M 4.36% | 40.54%decreased 40.54 percentreduced | |
 Cencora Inc Cencora IncABC HealthInvest Partners AB's holding in Cencora Inc over time | 2.37% | 31,126 | $8.81M 2.37% | 32.62%increased 32.62 percentadded | |
 Spyre Therapeutics Inc HealthInvest Partners AB's holding in Spyre Therapeutics Inc over time | 1.36% | 57,030 | $5.06M 1.36% | 9.09%decreased 9.09 percentreduced | |
 Alkermes Plc Alkermes PlcALKS HealthInvest Partners AB's holding in Alkermes Plc over time | 3.01% | 213,329 | $11.18M 3.01% | 12.02%decreased 12.02 percentreduced | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Jade Biosciences Jade BiosciencesAVTE HealthInvest Partners AB's holding in Jade Biosciences over time | 0.53% | 88,556 | $1.97M 0.53% | Newnew position | |
 Bridgebio Pharma Inc HealthInvest Partners AB's holding in Bridgebio Pharma Inc over time | 2.5% | 124,707 | $9.29M 2.5% | 11.98%increased 11.98 percentadded | |
 Beone Medicines Ltd-Adr HealthInvest Partners AB's holding in Beone Medicines Ltd-Adr over time | 2.7% | 35,180 | $10.03M 2.7% | 15.67%decreased 15.67 percentreduced | |
 Biogen Inc Biogen IncBIIB HealthInvest Partners AB's holding in Biogen Inc over time | 3.65% | 62,781 | $13.56M 3.65% | Newnew position | |
 Boston Scientifc HealthInvest Partners AB's holding in Boston Scientifc over time | 1.68% | 146,381 | $6.25M 1.68% | 262.04%increased 262.04 percentadded | |
 Cardinal Health Inc HealthInvest Partners AB's holding in Cardinal Health Inc over time | 1.51% | 23,630 | $5.61M 1.51% | 78.26%decreased 78.26 percentreduced | |
 Celcuity Inc Celcuity IncCELC HealthInvest Partners AB's holding in Celcuity Inc over time | 0.94% | 33,313 | $3.49M 0.94% | 76.42%decreased 76.42 percentreduced | |
 Compass Therapeutics Inc HealthInvest Partners AB's holding in Compass Therapeutics Inc over time | 0.62% | 1,048,590 | $2.30M 0.62% | 2406.74%increased 2406.74 percentadded | |
 Cvs Health Corp HealthInvest Partners AB's holding in Cvs Health Corp over time | 4.07% | 146,102 | $15.11M 4.07% | 514.57%increased 514.57 percentadded | |
 Dexcom Inc Dexcom IncDXCM HealthInvest Partners AB's holding in Dexcom Inc over time | 1.3% | 71,846 | $4.84M 1.3% | 87.7%decreased 87.7 percentreduced | |
 Edwards Lifesciences Corp HealthInvest Partners AB's holding in Edwards Lifesciences Corp over time | 2.51% | 103,230 | $9.34M 2.51% | 3.09%decreased 3.09 percentreduced | |
 Gilead Sciences Inc HealthInvest Partners AB's holding in Gilead Sciences Inc over time | 1.57% | 46,142 | $5.83M 1.57% | 3.8%decreased 3.8 percentreduced | |
 Ideaya Biosciences Inc HealthInvest Partners AB's holding in Ideaya Biosciences Inc over time | 0.95% | 94,478 | $3.52M 0.95% | 203.47%increased 203.47 percentadded | |
 Incyte Corp Incyte CorpINCY HealthInvest Partners AB's holding in Incyte Corp over time | 1.74% | 56,953 | $6.46M 1.74% | 12.12%increased 12.12 percentadded | |
 Insmed Inc Insmed IncINSM HealthInvest Partners AB's holding in Insmed Inc over time | 1.68% | 58,378 | $6.22M 1.68% | 40.09%decreased 40.09 percentreduced | |
