Holders — by stockHoldings — by fund
Tredje AP-fonden
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001650290
$22.10B
disclosed book value
424
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 424 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 7.5M | $1.50B | 6.8% |
| 2 | AAPLAPPLE INC | 4.8M | $1.38B | 6.2% |
| 3 | MSFTMICROSOFT CORP | 2.3M | $841.3M | 3.8% |
| 4 | AMZNAMAZON COM INC | 3.1M | $745.5M | 3.4% |
| 5 | GOOGLALPHABET INC | 1.8M | $645.8M | 2.9% |
| 6 | GOOGALPHABET INC | 1.6M | $561.0M | 2.5% |
| 7 | AVGOBROADCOM INC | 1.5M | $551.4M | 2.5% |
| 8 | MUMICRON TECHNOLOGY INC | 417,711 | $482.2M | 2.2% |
| 9 | METAMETA PLATFORMS INC | 727,002 | $409.5M | 1.9% |
| 10 | QAINEW YORK LIFE INVESTMENTS ET | 10.9M | $397.5M | 1.8% |
| 11 | FLSPFRANKLIN TEMPLETON ETF TR | 14.1M | $389.7M | 1.8% |
| 12 | TSLATESLA INC | 893,250 | $375.7M | 1.7% |
| 13 | AMDADVANCED MICRO DEVICES INC | 569,493 | $330.8M | 1.5% |
| 14 | LLYELI LILLY & CO | 257,172 | $308.5M | 1.4% |
| 15 | JPMJPMORGAN CHASE & CO | 869,560 | $284.6M | 1.3% |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 450,065 | $225.2M | 1% |
| 17 | AMATAPPLIED MATLS INC | 278,914 | $201.7M | 0.9% |
| 18 | INTCINTEL CORP | 1.4M | $192.2M | 0.9% |
| 19 | JNJJOHNSON & JOHNSON | 753,095 | $191.3M | 0.9% |
| 20 | VVISA INC | 557,405 | $191.2M | 0.9% |
| 21 | LRCXLAM RESEARCH CORP | 417,222 | $180.8M | 0.8% |
| 22 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 356,521 | $170.3M | 0.8% |
| 23 | CSCOCISCO SYS INC | 1.3M | $156.9M | 0.7% |
| 24 | WMTWALMART INC | 1.4M | $156.6M | 0.7% |
| 25 | CATCATERPILLAR INC | 144,911 | $154.3M | 0.7% |
| 26 | ABBVABBVIE INC | 548,411 | $138.0M | 0.6% |
| 27 | MAMASTERCARD INCORPORATED | 266,930 | $137.1M | 0.6% |
| 28 | COSTCOSTCO WHOLESALE CORPORATION | 145,249 | $135.9M | 0.6% |
| 29 | UNHUNITEDHEALTH GROUP INC | 318,361 | $132.3M | 0.6% |
| 30 | BACBANK OF AMER CORP | 2.3M | $131.7M | 0.6% |
| 31 | KLACKLA CORP | 425,000 | $128.2M | 0.6% |
| 32 | GEGE AEROSPACE | 334,994 | $125.2M | 0.6% |
| 33 | HDHOME DEPOT INC | 326,914 | $115.3M | 0.5% |
| 34 | PGPROCTER & GAMBLE CO | 733,787 | $107.6M | 0.5% |
| 35 | NFLXNETFLIX INC. | 1.5M | $105.0M | 0.5% |
| 36 | GSGOLDMAN SACHS GROUP INC | 101,949 | $103.1M | 0.5% |
| 37 | GEVGE VERNOVA INC | 87,105 | $102.3M | 0.5% |
| 38 | MRKMERCK & CO INC | 786,562 | $101.1M | 0.5% |
| 39 | KOCOCA COLA CO | 1.2M | $100.8M | 0.5% |
| 40 | TXNTEXAS INSTRS INC | 332,676 | $99.2M | 0.4% |
| 41 | MILLICOM INTL CELLULAR S A | 1.0M | $94.6M | 0.4% |
| 42 | WFCWELLS FARGO CO NEW | 1.1M | $88.1M | 0.4% |
| 43 | CCITIGROUP INC | 628,591 | $88.0M | 0.4% |
| 44 | MSMORGAN STANLEY | 420,404 | $87.9M | 0.4% |
| 45 | FIAXTIDAL TRUST II | 4.9M | $86.9M | 0.4% |
| 46 | MRVLMARVELL TECHNOLOGY INC | 280,859 | $83.7M | 0.4% |
| 47 | LINDE PLC | 158,446 | $82.2M | 0.4% |
| 48 | IBMINTERNATIONAL BUSINESS MACHS | 288,095 | $81.0M | 0.4% |
| 49 | ORCLORACLE CORP | 544,319 | $79.8M | 0.4% |
| 50 | PANWPALO ALTO NETWORKS INC | 229,733 | $78.3M | 0.4% |
| 51 | SEAGATE TECHNOLOGY HLDNGS PL | 79,678 | $76.9M | 0.3% |
| 52 | APHAMPHENOL CORP | 412,161 | $72.7M | 0.3% |
| 53 | WDCWESTERN DIGITAL CORP | 109,979 | $70.2M | 0.3% |
| 54 | ADIANALOG DEVICES INC | 173,183 | $68.8M | 0.3% |
| 55 | WELLWELLTOWER INC | 302,803 | $68.7M | 0.3% |
| 56 | DISDISNEY WALT CO | 702,572 | $67.6M | 0.3% |
| 57 | ANETARISTA NETWORKS INC | 390,808 | $66.4M | 0.3% |
| 58 | NEENEXTERA ENERGY INC | 742,489 | $65.2M | 0.3% |
| 59 | CRWDCROWDSTRIKE HLDGS INC | 84,358 | $64.4M | 0.3% |
| 60 | MCDMCDONALDS CORP | 235,438 | $63.6M | 0.3% |
| 61 | VZVERIZON COMMUNICATIONS INC | 1.5M | $62.4M | 0.3% |
| 62 | GLWCORNING INC | 243,975 | $62.3M | 0.3% |
| 63 | EATON CORP PLC | 144,389 | $61.5M | 0.3% |
| 64 | AMGNAMGEN INC | 169,380 | $61.3M | 0.3% |
| 65 | TJXTJX COS INC NEW | 402,430 | $61.0M | 0.3% |
| 66 | QCOMQUALCOMM INC | 328,990 | $60.8M | 0.3% |
| 67 | PEPPEPSICO INC | 445,840 | $60.4M | 0.3% |
| 68 | AXPAMERICAN EXPRESS CO | 177,356 | $60.0M | 0.3% |
| 69 | UNPUNION PAC CORP | 219,612 | $59.7M | 0.3% |
| 70 | TMOTHERMO FISHER SCIENTIFIC INC | 115,995 | $58.2M | 0.3% |
| 71 | OKEONEOK INC NEW | 652,699 | $56.7M | 0.3% |
| 72 | BABOEING CO | 250,570 | $54.2M | 0.2% |
| 73 | SCHWSCHWAB CHARLES CORP | 587,227 | $54.2M | 0.2% |
| 74 | DELLDELL TECHNOLOGIES INC | 125,144 | $54.0M | 0.2% |
| 75 | CVSCVS HEALTH CORP | 511,945 | $53.0M | 0.2% |
| 76 | WMBWILLIAMS COS INC | 707,061 | $52.6M | 0.2% |
| 77 | TAT&T INC | 2.5M | $51.5M | 0.2% |
| 78 | DEDEERE & CO | 81,021 | $51.4M | 0.2% |
| 79 | FUTUFUTU HLDGS LTD | 532,495 | $49.9M | 0.2% |
| 80 | ISRGINTUITIVE SURGICAL INC | 123,860 | $49.3M | 0.2% |
| 81 | CHUBB LIMITED | 142,158 | $48.4M | 0.2% |
| 82 | KMIKINDER MORGAN INC DEL | 1.5M | $48.1M | 0.2% |
| 83 | BLKBLACKROCK INC | 49,641 | $47.7M | 0.2% |
| 84 | PNCPNC FINL SVCS GROUP INC | 193,167 | $47.6M | 0.2% |
| 85 | TRGPTARGA RES CORP | 175,702 | $47.1M | 0.2% |
| 86 | BKNGBOOKING HOLDINGS INC | 262,133 | $46.7M | 0.2% |
| 87 | UBERUBER TECHNOLOGIES INC | 637,976 | $46.0M | 0.2% |
| 88 | PHPARKER-HANNIFIN CORP | 46,912 | $45.9M | 0.2% |
| 89 | COFCAPITAL ONE FINL CORP | 222,509 | $44.6M | 0.2% |
| 90 | NOWSERVICENOW INC | 443,701 | $44.1M | 0.2% |
| 91 | SPGIS&P GLOBAL INC | 106,666 | $43.4M | 0.2% |
| 92 | USBUS BANCORP | 718,977 | $43.4M | 0.2% |
| 93 | PGRPROGRESSIVE CORP | 198,053 | $43.3M | 0.2% |
| 94 | CRMSALESFORCE INC | 275,595 | $43.2M | 0.2% |
| 95 | ABTABBOTT LABORATORIES | 467,788 | $42.4M | 0.2% |
| 96 | HSBCHSBC HLDGS PLC | 441,900 | $42.0M | 0.2% |
| 97 | SNOWSNOWFLAKE INC | 163,394 | $41.6M | 0.2% |
| 98 | LOWLOWES COS INC | 187,450 | $41.3M | 0.2% |
| 99 | LNGCHENIERE ENERGY INC | 170,729 | $40.8M | 0.2% |
| 100 | BNYBANK OF NY MELLON CORP | 281,643 | $40.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.