Tredje AP-fonden

Other Low signal CIK 1650290
League rank
#422
in Other · #1581 overall
Long book
$18.28B
Q1 2026
Positions
555
Top-10 weight
33%
concentration
Last quarter
+15.0%
SPY +14.8%
Turnover
39%
of book per quarter

Strategy in plain words

auto-generated from filings

Tredje AP-fonden is an institutional manager, running a $18.28B US long book across 555 positions.

The portfolio is moderately concentrated (top 10 ≈ 33% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.

Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+4.3%
Q2 2024
+4.8%
Q3 2024
+1.5%
Q4 2024
-4.5%
Q1 2025
+10.9%
Q2 2025
+7.2%
Q3 2025
+2.2%
Q4 2025
-5.9%
Q1 2026
+15.0%

Sector allocation

Technology
40%
Financials
12%
Industrials
11%
Consumer discretionary
10%
Healthcare
8%
Services media
6%
Utilities
4%
Other
3%

Long book by quarter

$9.64B
Q1 2024
$10.36B
Q2 2024
$11.05B
Q3 2024
$11.14B
Q4 2024
$10.71B
Q1 2025
$12.55B
Q2 2025
$12.45B
Q3 2025
$13.28B
Q4 2025
$18.28B
Q1 2026

What does Tredje AP-fonden own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology7.2M$1.25B6.8%+48.1%
AAPL APPLE INCTechnology4.3M$1.10B6.0%+30.4%
MSFT MICROSOFT CORPTechnology2.1M$780.7M4.3%+23.5%
AMZN AMAZON.COM INCConsumer discretionary2.8M$589.5M3.2%-0.1%
GOOGL ALPHABET INC-CL ATechnology1.6M$463.6M2.5%-23.4%
GOOG ALPHABET INC-CL CTechnology1.5M$441.2M2.4%+176.3%
AVGO BROADCOM INCTechnology1.3M$409.6M2.2%+23.5%
META META PLATFORMS INC-CLASS ATechnology660.5K$377.9M2.1%+54.8%
TSLA TESLA INCIndustrials808.9K$300.7M1.6%+519.9%
JPM JPMORGAN CHASE & COFinancials872.6K$256.7M1.4%-21.2%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials492.8K$236.1M1.3%+74.9%
LLY ELI LILLY & COHealthcare235.9K$217.0M1.2%+0.4%
JNJ JOHNSON & JOHNSONHealthcare705.5K$172.4M0.9%+398.0%
V VISA INC-CLASS A SHARESServices media538.8K$162.8M0.9%+35.6%
WMT WALMART INCConsumer discretionary1.3M$161.0M0.9%-1.1%
MA MASTERCARD INC - AServices media279.2K$139.5M0.8%-25.6%
COST COSTCO WHOLESALE CORPConsumer discretionary131.2K$130.7M0.7%+160.2%
ABBV ABBVIE INCHealthcare559.1K$121.6M0.7%-15.7%
NFLX NETFLIX INCServices media1.2M$120.0M0.7%+254.3%
BAC BANK OF AMERICA CORPFinancials2.3M$113.2M0.6%+12.6%
MU MICRON TECHNOLOGY INCTechnology321.2K$108.5M0.6%-32.8%
KO COCA-COLA CO/THEConsumer staples1.4M$104.9M0.6%-17.2%
HD HOME DEPOT INCConsumer discretionary318.5K$104.7M0.6%+7.8%
CSCO CISCO SYSTEMS INCTechnology1.3M$103.4M0.6%+80.2%
MRK MERCK & CO. INC.Healthcare841.4K$101.2M0.6%+18.6%
AMD ADVANCED MICRO DEVICESTechnology493.7K$100.4M0.5%+179.4%
TIGO MILLICOM INTL CELLULAR S.A.Communications1.3M$94.4M0.5%+15.5%
CAT CATERPILLAR INCIndustrials129.5K$91.8M0.5%New
LRCX LAM RESEARCH CORPIndustrials414.4K$88.5M0.5%+50.9%
GE GENERAL ELECTRICIndustrials310.0K$88.0M0.5%+931.8%
WFC WELLS FARGO & COFinancials1.1M$85.7M0.5%-33.2%
VZ VERIZON COMMUNICATIONS INCCommunications1.7M$83.0M0.5%+140.3%
PG PROCTER & GAMBLE CO/THEOther560.2K$80.9M0.4%-40.2%
KMI KINDER MORGAN INCUtilities2.4M$80.6M0.4%New
AMAT APPLIED MATERIALS INCTechnology231.8K$79.2M0.4%New
ORCL ORACLE CORPTechnology535.3K$78.7M0.4%+1289.7%
OKE ONEOK INCUtilities865.3K$78.2M0.4%New
LIN LINDE PLCMaterials156.6K$77.6M0.4%+127.4%
GS GOLDMAN SACHS GROUP INCFinancials90.8K$76.8M0.4%+181.0%
UNH UNITEDHEALTH GROUP INCFinancials261.2K$70.7M0.4%-31.3%
GEV GE VERNOVA INCIndustrials80.4K$70.2M0.4%+188.1%
OXY OCCIDENTAL PETROLEUM CORPEnergy1.0M$67.8M0.4%New
TJX TJX COMPANIES INCConsumer discretionary424.6K$67.8M0.4%-49.6%
KLAC KLA CORPOther45.2K$66.5M0.4%New
IBM INTL BUSINESS MACHINES CORPTechnology272.3K$66.0M0.4%+556.7%
TMO THERMO FISHER SCIENTIFIC INCOther132.4K$65.1M0.4%-14.4%
MCD MCDONALD'S CORPConsumer discretionary207.4K$64.4M0.4%+1496.9%
PEP PEPSICO INCConsumer staples404.3K$62.8M0.3%New
C CITIGROUP INCFinancials544.7K$61.8M0.3%+30.4%
T AT&T INCCommunications2.1M$60.9M0.3%+3.2%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 2026555$18.28B canonicalSEC ↗
Q4 202513F-HRFeb 6, 2026351$13.28B canonicalSEC ↗
Q3 202513F-HRNov 10, 2025378$12.45B canonicalSEC ↗
Q2 202513F-HRAug 5, 2025371$12.55B canonicalSEC ↗
Q1 202513F-HRMay 8, 2025432$10.71B canonicalSEC ↗
Q4 202413F-HRFeb 10, 2025473$11.14B canonicalSEC ↗
Q3 202413F-HRNov 8, 2024474$11.05B canonicalSEC ↗
Q2 202413F-HRAug 12, 2024474$10.36B canonicalSEC ↗
Q1 202413F-HRMay 13, 2024487$9.64B canonicalSEC ↗