13F filer

Fjarde AP-Fonden /Fourth Swedish National Pension Fund

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1540880 SEC filings ↗

13F Value

$19.35B

Positions

516

Top Position

NVDA7.3%

Top 5

25.1%

Latest filing changes

vs Jun 30, 2026

1 WEC Wec Energy Group +355.5%+$16.8M

2 ES Eversource Energy +481.3%+$11.4M

3 BNY Bank of New York Mellon +42.6%+$10.2M

4 AEE Ameren +443.1%+$10.1M

5 CMS Cms Energy +558.1%+$8.9M

Holdings516

#
1	NVDA NVIDIA	7.3%	$1.41B	-5.8%	6.18M	6.3%	Common Stock
2	AAPL Apple	6.7%	$1.30B	-5.7%	3.91M	5.7%	Common Stock
3	MSFT Microsoft	5.3%	$1.02B	-6.3%	1.99M	3.8%	Common Stock
4	AMZN Amazon	3.1%	$592.5M	-5.4%	2.38M	2.9%	Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 1,548,030 reported quantity $532,646,162 reported value	2.8%	$532.6M	-5.5%	1.55M	2.8%	Common Stock
6	META Meta Platforms	2.5%	$478.0M	-5.7%	659.2K	1.9%	Common Stock
7	AVGO Broadcom	2.4%	$460.4M	-5.0%	1.31M	2.5%	Common Stock
8	GOOG Alphabet Class C	2.2%	$428.4M	-5.0%	1.26M	2.2%	Common Stock
9	MU Micron Technology	1.6%	$307.6M	-5.3%	288.8K	1.7%	Common Stock
10	LLY Eli Lilly	1.5%	$295.3M	-7.0%	255.2K	1.6%	Common Stock
11	JNJ Johnson & Johnson	1.5%	$292.6M	-12.1%	1.11M	1.5%	Common Stock
12	V Visa	1.4%	$274.8M	-8.3%	764.6K	1.4%	Common Stock
13	AMD Advanced Micro Devices	1.3%	$254.8M	-5.0%	416.5K	1.2%	Common Stock
14	JPM JPMorgan Chase	1.1%	$212.7M	-6.5%	642.9K	1.1%	Common Stock
15	CSCO Cisco Systems	1.0%	$200.4M	-7.0%	1.86M	1.1%	Common Stock
16	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 386,314 reported quantity $192,365,056 reported value	1.0%	$192.4M	-6.4%	386.3K	1.0%	Common Stock
17	AMAT Applied Materials	0.9%	$183.2M	-4.9%	358.2K	1.3%	Common Stock
18	MA Mastercard	0.9%	$180.2M	-6.6%	326.7K	0.9%	Common Stock
19	LRCX Lam Research Filing details 512807306 Sep 30, 2026 536,303 reported quantity $176,180,899 reported value	0.9%	$176.2M	-5.6%	536.3K	1.2%	Common Stock
20	WMT Walmart	0.9%	$172.3M	-5.0%	1.66M	0.9%	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 Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.