Latest HealthInvest Partners AB Stock Portfolio
$309Million– No. of Holdings #39
HealthInvest Partners AB Performance:
2026 Q1: 4.03%YTD: 4.03%2025: -36.89%
Performance for 2026 Q1 is 4.03%, and YTD is 4.03%, and 2025 is -36.89%.
About HealthInvest Partners AB and 13F Hedge Fund Stock Holdings
On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atle Fund Management AB reported an equity portfolio of $309.7 Millions as of 31 Mar, 2026.
The top stock holdings of Atle Fund Management AB are LLY, MRK, TMO. The fund has invested 8.7% of it's portfolio in ELI LILLY & CO and 7.4% of portfolio in MERCK & CO. INC.
The fund managers got completely rid off UFP TECHNOLOGIES INC (UFPT), ARCELLX INC (ACLX) and AUTOLUS THERAPEUTICS PLC (AUTL) stocks. They significantly reduced their stock positions in COMPASS THERAPEUTICS INC (CMPX), MERCK & CO. INC (MRK) and CVS HEALTH CORP (CVS). Atle Fund Management AB opened new stock positions in JOHNSON & JOHNSON (JNJ), EDWARDS LIFESCIENCES CORP (EW) and TANGO THERAPEUTICS INC (TNGX). The fund showed a lot of confidence in some stocks as they added substantially to DEXCOM INC (DXCM), BICARA THERAPEUTICS INC and REVOLUTION MEDICINES INC (RVMD).
The top stock holdings of Atle Fund Management AB are LLY, MRK, TMO. The fund has invested 8.7% of it's portfolio in ELI LILLY & CO and 7.4% of portfolio in MERCK & CO. INC.
The fund managers got completely rid off UFP TECHNOLOGIES INC (UFPT), ARCELLX INC (ACLX) and AUTOLUS THERAPEUTICS PLC (AUTL) stocks. They significantly reduced their stock positions in COMPASS THERAPEUTICS INC (CMPX), MERCK & CO. INC (MRK) and CVS HEALTH CORP (CVS). Atle Fund Management AB opened new stock positions in JOHNSON & JOHNSON (JNJ), EDWARDS LIFESCIENCES CORP (EW) and TANGO THERAPEUTICS INC (TNGX). The fund showed a lot of confidence in some stocks as they added substantially to DEXCOM INC (DXCM), BICARA THERAPEUTICS INC and REVOLUTION MEDICINES INC (RVMD).
HealthInvest Partners AB Equity Portfolio Value
Last Reported on: 11 May, 2026
HealthInvest Partners AB Annual Return Estimates Vs S&P 500
Our best estimate is that Atle Fund Management AB made a return of 4.03% in the last quarter. In trailing 12 months, it's portfolio return was -37.88%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| johnson & johnson | 11,943,100 |
| edwards lifesciences corp | 8,266,660 |
| tango therapeutics inc | 3,629,580 |
| spyre therapeutics inc | 3,485,810 |
New stocks bought by HealthInvest Partners AB
Additions
| Ticker | % Inc. |
|---|---|
| dexcom inc | 1,371 |
| bicara therapeutics inc | 950 |
| revolution medicines inc | 584 |
| cardinal health inc | 363 |
| insmed inc | 249 |
| celcuity inc | 237 |
| intuitive surgical inc | 217 |
| disc medicine inc | 123 |
Additions to existing portfolio by HealthInvest Partners AB
Reductions
| Ticker | % Reduced |
|---|---|
| compass therapeutics inc | -92.84 |
| merck & co. inc | -82.71 |
| cvs health corp | -77.68 |
| ionis pharmaceuticals inc | -69.83 |
| pyxis oncology inc | -68.08 |
| ideaya biosciences inc | -68.05 |
| boston scientific corp | -62.8 |
| newamsterdam pharma co nv | -51.89 |
HealthInvest Partners AB reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| autolus therapeutics plc | -2,327,570 |
| corbus pharmaceuticals holding | -873,055 |
| arcellx inc | -2,719,950 |
| ufp technologies inc | -5,103,580 |
HealthInvest Partners AB got rid off the above stocks
Sector Distribution
Atle Fund Management AB has about 92.8% of it's holdings in Healthcare sector.
- Healthcare
- Others
| Sector | % |
|---|---|
| Healthcare | 92.8 |
| Others | 7.2 |
Market Cap. Distribution
Atle Fund Management AB has about 77.5% 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 | 49.4 |
| MEGA-CAP | 28.1 |
| MID-CAP | 14.7 |
| UNALLOCATED | 5.1 |
| SMALL-CAP | 2.2 |
Stocks belong to which Index?
About 80.9% 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 | 57.2 |
| RUSSELL 2000 | 23.7 |
| Others | 19.1 |
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 45.5% of the portfolio is in top 10 stocks. RVMD proved to be the most loss making stock for the portfolio. MRK was the most profitable stock for Atle Fund Management AB last quarter.
Last Reported on: 11 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 3.35 | 108,181 | 10,385,800 | unchanged | 0.00 | ||
| ABC | cencora inc | 2.13 | 23,470 | 6,603,220 | reduced | -1.27 | ||
| ACLX | arcellx inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGLE | spyre therapeutics inc | 1.13 | 62,735 | 3,485,810 | new | |||
| ALKS | alkermes plc | 2.66 | 242,473 | 8,235,520 | unchanged | 0.00 | ||
| AMGN | amgen inc | 2.81 | 21,903 | 8,716,030 | unchanged | 0.00 | ||
| AUTL | autolus therapeutics plc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BBIO | bridgebio pharma inc | 3.84 | 111,363 | 11,893,500 | reduced | -21.18 | ||
| BGNE | beone medicines ltd-adr | 3.92 | 41,717 | 12,137,200 | added | 3.18 | ||
| BSX | boston scientific corp | 2.86 | 40,432 | 8,844,240 | reduced | -62.8 | ||
| CAH | cardinal health inc | 1.54 | 108,682 | 4,768,210 | added | 363 | ||
| CELC | celcuity inc | 1.66 | 141,296 | 5,141,210 | added | 237 | ||
| CMPX | compass therapeutics inc | 0.98 | 41,831 | 3,051,060 | reduced | -92.84 | ||
| CRBP | corbus pharmaceuticals holding | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVS | cvs health corp | 2.99 | 23,773 | 9,267,220 | reduced | -77.68 | ||
| DXCM | dexcom inc | 0.85 | 584,332 | 2,639,920 | added | 1,371 | ||
| EW | edwards lifesciences corp | 2.67 | 106,518 | 8,266,660 | new | |||
| GILD | gilead sciences inc | 2.31 | 47,967 | 7,156,510 | reduced | -5.57 | ||
| IDYA | ideaya biosciences inc | 1.29 | 31,133 | 4,011,490 | reduced | -68.05 | ||
| INCY | incyte corp | 2.58 | 50,796 | 7,974,130 | reduced | -28.31 | ||