Latest HealthInvest Partners AB Stock Portfolio
HealthInvest Partners AB Performance:
2025 Q2: -2.2%YTD: 3.96%2024: -1.29%
Performance for 2025 Q2 is -2.2%, and YTD is 3.96%, and 2024 is -1.29%.
About HealthInvest Partners AB and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Atle Fund Management AB reported an equity portfolio of $233.7 Millions as of 30 Jun, 2025.
The top stock holdings of Atle Fund Management AB are LLY, ABBV, BSX. The fund has invested 12.9% of it's portfolio in ELI LILLY & CO and 6.9% of portfolio in ABBVIE INC.
The fund managers got completely rid off CABA US (CABA) stocks. They significantly reduced their stock positions in UNIVERSAL HEALTH SERVICES INC (UNH), ARCELLX INC (ACLX) and KRYSTAL BIOTECH, INC (KRYS). Atle Fund Management AB opened new stock positions in DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to AUTOLUS THERAPEUTICS PLC (AUTL), MEREO BIOPHARMA GROUP PLC (MREO) and CORBUS PHARMACEUTICALS HOLDING (CRBP).
The top stock holdings of Atle Fund Management AB are LLY, ABBV, BSX. The fund has invested 12.9% of it's portfolio in ELI LILLY & CO and 6.9% of portfolio in ABBVIE INC.
The fund managers got completely rid off CABA US (CABA) stocks. They significantly reduced their stock positions in UNIVERSAL HEALTH SERVICES INC (UNH), ARCELLX INC (ACLX) and KRYSTAL BIOTECH, INC (KRYS). Atle Fund Management AB opened new stock positions in DISC MEDICINE INC. The fund showed a lot of confidence in some stocks as they added substantially to AUTOLUS THERAPEUTICS PLC (AUTL), MEREO BIOPHARMA GROUP PLC (MREO) and CORBUS PHARMACEUTICALS HOLDING (CRBP).
HealthInvest Partners AB Annual Return Estimates Vs S&P 500
Our best estimate is that Atle Fund Management AB made a return of -2.2% in the last quarter. In trailing 12 months, it's portfolio return was -4.45%.
New Buys
| Ticker | $ Bought |
|---|---|
| disc medicine inc | 1,305,570 |
New stocks bought by HealthInvest Partners AB
Additions
| Ticker | % Inc. |
|---|---|
| autolus therapeutics plc | 130 |
| mereo biopharma group plc | 96.13 |
| corbus pharmaceuticals holding | 78.61 |
| merus n.v. | 69.7 |
| revolution medicines inc | 49.7 |
| newamsterdam pharma co nv | 45.87 |
| mirum pharmaceuticals inc | 38.37 |
| verona pharma plc - adr | 35.77 |
Additions to existing portfolio by HealthInvest Partners AB
Reductions
| Ticker | % Reduced |
|---|---|
| universal health services inc | -46.76 |
| arcellx inc | -41.74 |
| krystal biotech, inc | -14.19 |
| summit therapeutics inc | -11.74 |
| amgen inc | -10.1 |
| harmony biosciences hldgs in | -5.51 |
| gilead sciences inc | -4.98 |
| boston scientific corp | -4.6 |
HealthInvest Partners AB reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| caba us | -252,560 |
HealthInvest Partners AB got rid off the above stocks
Sector Distribution
Atle Fund Management AB has about 94.8% of it's holdings in Healthcare sector.
| Sector | % |
|---|---|
| Healthcare | 94.8 |
| Others | 5.2 |
Market Cap. Distribution
Atle Fund Management AB has about 72.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 40.3 |
| MEGA-CAP | 32.3 |
| MID-CAP | 16.7 |
| SMALL-CAP | 6.3 |
| UNALLOCATED | 4.3 |
Stocks belong to which Index?
About 79.1% of the stocks held by Atle Fund Management AB either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 61.3 |
| Others | 20.9 |
| RUSSELL 2000 | 17.8 |
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 37 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. BBIO was the most profitable stock for Atle Fund Management AB last quarter.
Last Reported on: 14 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| LLY | eli lilly & co | 12.92 | 38,721 | 30,184,200 | added | 11.9 | ||
Historical Trend of ELI LILLY & CO Position Held By HealthInvest Partners ABWhat % of Portfolio is LLY?:Number of LLY shares held:Change in No. of Shares Held: | ||||||||
| ABBV | abbvie inc | 6.91 | 86,933 | 16,136,500 | reduced | -2.57 | ||
| BSX | boston scientific corp | 5.80 | 126,185 | 13,553,500 | reduced | -4.6 | ||
| NBIX | neurocrine biosciences inc | 4.76 | 88,392 | 11,110,000 | added | 16.49 | ||
| MRK | merck & co. inc | 4.72 | 139,172 | 11,016,900 | added | 9.00 | ||
| SYK | stryker corporation | 4.65 | 27,466 | 10,866,400 | added | 19.43 | ||
| VRTX | vertex pharmaceuticals inc | 4.64 | 24,328 | 10,830,800 | added | 6.66 | ||
| ISRG | intuitive surgical inc | 4.32 | 18,559 | 10,085,100 | added | 20.94 | ||
| TMO | thermo fisher scientific corp | 4.21 | 24,266 | 9,838,890 | added | 6.16 | ||
| ABC | cencora inc | 4.04 | 31,466 | 9,435,080 | reduced | -0.28 | ||
| GILD | gilead sciences inc | 3.47 | 73,165 | 8,111,800 | reduced | -4.98 | ||
| BBIO | bridgebio pharma inc | 3.06 | 165,480 | 7,145,430 | added | 9.34 | ||
| AMGN | amgen inc | 2.86 | 23,894 | 6,671,440 | reduced | -10.1 | ||
| ALKS | alkermes plc | 2.78 | 227,224 | 6,500,880 | added | 5.79 | ||
| BGNE | beigene ltd | 2.53 | 24,386 | 5,903,120 | reduced | -3.00 | ||
| MIRM | mirum pharmaceuticals inc | 2.33 | 106,912 | 5,440,750 | added | 38.37 | ||
| UFPT | ufp technologies inc | 2.29 | 21,886 | 5,343,690 | added | 2.95 | ||
| CAH | cardinal health inc | 1.93 | 26,797 | 4,501,900 | reduced | -3.22 | ||
| EW | edwards lifesciences corp | 1.92 | 57,360 | 4,486,130 | reduced | -3.91 | ||
| VRNA | verona pharma plc - adr | 1.91 | 47,100 | 4,454,720 | added | 35.77 | ||
