Institutions / Andra AP-fonden

Andra AP-fonden

CIK 1535452 · Institution · as of Dec 31, 2025
Portfolio value
$8.09B
Positions
402
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 402 →
CompanyClassValueShares% of portfolio
NVIDIA Corp$390.19M2,092,1774.8%
Apple Inc.$343.14M1,262,1884.2%
Microsoft Corp$271.92M562,2543.4%
Amazon.com Inc$186.97M810,0082.3%
Qualcomm INC/DE$168.40M984,5002.1%
Alphabet Inc.$138.37M442,0741.7%
Broadcom Inc.$112.93M326,3071.4%
Kla Corp$112.83M92,8601.4%
Meta Platforms Inc$94.72M143,4891.2%
Ulta Beauty, Inc.$93.52M154,5801.2%
ELI LILLY & Co$89.45M83,2301.1%
Applied Materials Inc /De$80.05M311,5001.0%
Lam Research Corp$79.22M462,8001.0%
Alphabet Inc.$78.90M251,4391.0%
JPMorgan Chase & Co$77.66M241,0011.0%
Visa Inc$72.99M208,1150.9%
Mastercard Inc$71.97M126,0610.9%
Johnson & Johnson$70.80M342,1050.9%
AppLovin Corp$70.19M104,1630.9%
Palantir Technologies Inc$68.44M385,0370.8%
NXP Semiconductors N.V.$67.85M312,6000.8%
NetApp Inc$64.43M601,6000.8%
Netflix Inc$62.32M664,7100.8%
Gilead Sciences, Inc.$59.26M482,8000.7%
Magnum Ice Cream Co NV Ord$57.68M48,9820.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.