13F filer

Andra AP-fonden

As of Jun 30, 2026 Filed Sep 22, 2026 CIK 1535452 SEC filings ↗
13F Value
$8.70B
Positions
393
Top Position
NVDA6.8%
Top 5
23.6%

Latest filing changes

vs Mar 31, 2026
1 AZN AstraZeneca +122.9%+$40.9M
2 CRM Salesforce >999%+$25.9M
3 AMAT Applied Materials +34.4%+$23.4M
5 SHOP Shopify +50.3%+$15.1M
Holdings393
# Trend (4Q)
1 NVDA 6.8% $594.9M -15.6% 2.97M 7.3% Common Stock
2 AAPL 6.4% $557.7M -11.6% 1.93M 6.6% Common Stock
3 MSFT 3.9% $336.5M -12.7% 902.1K 4.6% Common Stock
4 AMZN 3.3% $290.8M -12.3% 1.22M 3.5% Common Stock
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 755,022 reported quantity $269,822,212 reported value
3.1% $269.8M -11.7% 755.0K 2.9% Common Stock
6 AVGO 2.6% $223.6M -8.9% 591.9K 2.4% Common Stock
7 GOOG 2.5% $214.1M -15.9% 605.8K 2.5% Common Stock
8 MU 2.3% $196.2M -16.6% 170.0K 0.8% Common Stock
9 META 1.8% $160.1M -12.5% 284.3K 2.2% Common Stock
10 LLY 1.6% $136.2M -10.8% 113.5K 1.4% Common Stock
11 AMD 1.2% $107.9M -41.3% 185.7K 0.8% Common Stock
12 JPM 1.2% $105.4M -15.8% 322.1K 1.3% Common Stock
13 AMAT 1.0% $91.3M +34.4% 126.2K 0.4% Common Stock
14 JNJ 1.0% $89.7M -11.2% 353.2K 1.2% Common Stock
15 LRCX
Filing details
  • 512807306 Jun 30, 2026 189,539 reported quantity $82,132,935 reported value
0.9% $82.1M +6.0% 189.5K 0.5% Common Stock
16 AZN
Filing details
  • G0593M107 Jun 30, 2026 526,714 reported quantity $74,266,674 reported value
0.9% $74.3M +122.9% 526.7K 4.1% Common Stock
17 WMT 0.8% $72.7M -8.2% 641.9K 1.0% Common Stock
18 INTC 0.8% $72.1M -10.6% 516.5K 0.3% Common Stock
19 ABBV 0.8% $67.6M -5.3% 268.8K 0.7% Common Stock
20 V 0.8% $67.3M -13.6% 196.2K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing55
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.