Danica Pension, Livsforsikringsaktieselskab

Fundamental diversified ★Signal CIK 2096095
League rank
#273
in Fundamental diversified · #1191 overall
Long book
$5.33B
Q1 2026
Positions
163
Top-10 weight
40%
concentration
Last quarter
+16.2%
SPY +14.8%
Turnover
53%
of book per quarter

Strategy in plain words

auto-generated from filings

Danica Pension, Livsforsikringsaktieselskab is a diversified fundamental manager, running a $5.33B US long book across 163 positions.

The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, ALPHABET INC-CL C, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+6.6%
Q3 2024
+2.1%
Q4 2024
-4.3%
Q1 2025
+13.0%
Q2 2025
+6.4%
Q3 2025
+0.6%
Q4 2025
-9.7%
Q1 2026
+16.2%

Sector allocation

Technology
44%
Financials
12%
Consumer discretionary
12%
Services media
8%
Healthcare
7%
Industrials
6%
Other
4%
Utilities
4%

Long book by quarter

$4.50B
Q1 2024
$4.88B
Q2 2024
$5.17B
Q3 2024
$5.34B
Q4 2024
$5.05B
Q1 2025
$5.97B
Q2 2025
$6.48B
Q3 2025
$6.94B
Q4 2025
$5.33B
Q1 2026

What does Danica Pension, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology2.5M$433.1M8.1%-11.5%
AAPL APPLE INCTechnology1.2M$306.4M5.7%-5.2%
MSFT MICROSOFT CORPTechnology765.4K$283.3M5.3%-26.3%
GOOG ALPHABET INC-CL CTechnology858.6K$246.3M4.6%-26.7%
AMZN AMAZON.COM INCConsumer discretionary1.1M$227.9M4.3%-47.7%
META META PLATFORMS INC-CLASS ATechnology264.2K$151.2M2.8%-10.5%
AVGO BROADCOM INCTechnology482.9K$149.5M2.8%+20.0%
MA MASTERCARD INC - AServices media231.7K$115.8M2.2%-38.2%
BAC BANK OF AMERICA CORPFinancials2.2M$109.5M2.1%-50.2%
NEE NEXTERA ENERGY INCUtilities949.2K$88.2M1.7%-40.3%
ABT ABBOTT LABORATORIESHealthcare787.8K$80.9M1.5%-49.1%
KO COCA-COLA CO/THEConsumer staples1.0M$79.0M1.5%-56.1%
PCG P G & E CORPUtilities4.4M$76.9M1.4%-20.4%
JPM JPMORGAN CHASE & COFinancials260.4K$76.6M1.4%+41.3%
GOOGL ALPHABET INC-CL ATechnology235.9K$67.8M1.3%+30.8%
MCK MCKESSON CORPConsumer discretionary73.4K$63.5M1.2%-61.8%
BSX BOSTON SCIENTIFIC CORPHealthcare970.3K$60.9M1.1%-51.4%
COST COSTCO WHOLESALE CORPConsumer discretionary59.1K$58.9M1.1%+190.3%
ETN EATON CORP PLCIndustrials163.9K$58.6M1.1%-54.8%
BA BOEING CO/THEIndustrials283.1K$56.3M1.1%New
LLY ELI LILLY & COHealthcare58.5K$53.8M1.0%New
TMO THERMO FISHER SCIENTIFIC INCOther109.3K$53.7M1.0%-8.8%
XYZ BLOCK INCTechnology868.4K$52.3M1.0%-59.8%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials104.0K$49.8M0.9%New
HD HOME DEPOT INCConsumer discretionary147.7K$48.6M0.9%-58.2%
DHR DANAHER CORPTechnology241.9K$45.9M0.9%+10.5%
CRDO CREDO TECHNOLOGY GROUP HOLDITechnology471.9K$44.3M0.8%New
BJ BJ'S WHOLESALE CLUB HOLDINGSConsumer discretionary448.9K$44.2M0.8%-39.4%
ALHC ALIGNMENT HEALTHCARE INCFinancials2.5M$44.1M0.8%+25.2%
JNJ JOHNSON & JOHNSONHealthcare173.4K$42.4M0.8%New
MDB MONGODB INCTechnology172.3K$42.2M0.8%-32.5%
TSLA TESLA INCIndustrials109.3K$40.6M0.8%New
UBER UBER TECHNOLOGIES INCServices media561.1K$40.4M0.8%-36.4%
TRU TRANSUNIONServices media583.1K$40.3M0.8%-57.4%
WMT WALMART INCConsumer discretionary320.5K$39.8M0.7%-30.3%
AMD ADVANCED MICRO DEVICESTechnology188.4K$38.3M0.7%New
ORCL ORACLE CORPTechnology246.5K$36.3M0.7%-51.4%
IQV IQVIA HOLDINGS INCHealthcare211.2K$36.0M0.7%New
CL COLGATE-PALMOLIVE COOther408.5K$34.8M0.7%-4.0%
BROS DUTCH BROS INC-CLASS AConsumer discretionary662.6K$33.6M0.6%New
ELV ELEVANCE HEALTH INCFinancials109.9K$32.2M0.6%-70.1%
MCD MCDONALD'S CORPConsumer discretionary102.9K$32.0M0.6%New
COHR COHERENT CORPOther133.7K$31.8M0.6%-76.5%
AZO AUTOZONE INCConsumer discretionary9.2K$31.1M0.6%-15.8%
MRVL MARVELL TECHNOLOGY INCTechnology304.5K$30.2M0.6%-67.5%
PG PROCTER & GAMBLE CO/THEOther193.1K$27.9M0.5%New
V VISA INC-CLASS A SHARESServices media91.7K$27.7M0.5%New
SPGI S&P GLOBAL INCServices media64.3K$27.4M0.5%-54.7%
FISV FISERV INCServices media488.4K$27.3M0.5%-42.8%
AMAT APPLIED MATERIALS INCTechnology78.9K$27.0M0.5%+0.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 2026166$5.33B canonicalSEC ↗
Q4 202513F-HRFeb 2, 202679$6.94B canonicalSEC ↗
Q3 202513F-HR/ARESTATEMENTNov 19, 202575$6.48B canonicalSEC ↗
Q3 202513F-HRNov 13, 202575$6.48B SEC ↗
Q2 202513F-HRDec 18, 202580$5.97B canonicalSEC ↗
Q1 202513F-HRDec 18, 202583$5.05B canonicalSEC ↗
Q4 202413F-HRMar 18, 202690$5.34B canonicalSEC ↗
Q3 202413F-HRMar 18, 202696$5.17B canonicalSEC ↗
Q2 202413F-HRMar 18, 202688$4.88B canonicalSEC ↗
Q1 202413F-HRMar 18, 202693$4.50B canonicalSEC ↗