13F filer

Tredje AP-fonden

As of Jun 30, 2026 Filed Aug 10, 2026 CIK 1650290 SEC filings ↗
13F Value
$22.10B
Positions
424
Top Position
NVDA6.8%
Top 5
23.1%

Latest filing changes

vs Mar 31, 2026
3 AAPL Apple +10.0%+$125.1M
4 MU Micron Technology +30.0%+$111.4M
5 AMZN Amazon +10.5%+$70.9M
Holdings424
# Trend (4Q)
1 NVDA 6.8% $1.50B +4.3% 7.48M 6.8% Common Stock
2 AAPL 6.2% $1.38B +10.0% 4.77M 6.0% Common Stock
3 MSFT 3.8% $841.3M +6.9% 2.26M 4.3% Common Stock
4 AMZN 3.4% $745.5M +10.5% 3.13M 3.2% Common Stock
5 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 1,807,046 reported quantity $645,784,029 reported value
2.9% $645.8M +12.1% 1.81M 2.5% Common Stock
6 GOOG 2.5% $561.0M +3.2% 1.59M 2.4% Common Stock
7 AVGO 2.5% $551.4M +10.3% 1.46M 2.2% Common Stock
8 MU 2.2% $482.2M +30.0% 417.7K 0.6% Common Stock
9 META 1.9% $409.5M +10.1% 727.0K 2.1% Common Stock
10 QAI 1.8% $397.5M +73.1% 10.86M 1.2% ETF
11 FLSP 1.8% $389.7M +74.8% 14.07M 1.2% ETF
12 TSLA 1.7% $375.7M +10.4% 893.3K 1.6% Common Stock
13 AMD 1.5% $330.8M +15.4% 569.5K 0.5% Common Stock
14 LLY 1.4% $308.5M +9.0% 257.2K 1.2% Common Stock
15 JPM 1.3% $284.6M -0.3% 869.6K 1.4% Common Stock
16 BRK.B
Filing details
  • 084670702 Jun 30, 2026 450,065 reported quantity $225,208,025 reported value
1.0% $225.2M -8.7% 450.1K 1.3% Common Stock
17 AMAT 0.9% $201.7M +20.3% 278.9K 0.4% Common Stock
18 INTC 0.9% $192.2M +1.3% 1.38M 0.3% Common Stock
19 JNJ 0.9% $191.3M +6.8% 753.1K 0.9% Common Stock
20 V 0.9% $191.2M +3.5% 557.4K 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 Filing149
# 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.