Andra AP-fonden 13F Holdings

CIK 0001535452 · GOTEBORG, V7

As of Sep 30, 2025, Andra AP-fonden reported 404 positions worth $7.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
QUALCOMM INCQCOMTechnology1,476,921$245.7M3.51%
NVIDIA CORPNVDATechnology1,099,600$205.2M2.93%
APPLE INCAAPLTechnology773,700 97.0M2.81%
KLA CORPKLACTechnology168,733 82.0M2.60%
APPLOVIN CORPAPPTechnology251,600 80.8M2.58%
LAM RESEARCH CORPLRCXTechnology1,267,495 69.7M2.42%
ULTA BEAUTY INCULTAConsumer Cyclical228,800 25.1M1.79%
APPLIED MATERIALS INCAMATTechnology513,033 05.0M1.50%
NETAPP INCNTAPTechnology844,664 00.1M1.43%
NXP SEMICONDUCTORS NVNXPITechnology299,700$68.3M0.97%
GILEAD SCIENCES INCGILDHealthcare597,500$66.3M0.95%
MASTERCARD INCMAFinancial Services116,400$66.2M0.94%
MICROSOFT CORPMSFTTechnology123,686$64.1M0.91%
LOWES COMPANIES INCLOWConsumer Cyclical253,700$63.8M0.91%
FOX CORPFOXCommunication Services1,110,900$63.6M0.91%
FOX CORPFOXACommunication Services944,500$59.6M0.85%
VISA INC-CLASS A SHARESVFinancial Services172,441$58.9M0.84%
MICRON TECHNOLOGY INCMUTechnology341,830$57.2M0.82%
PINTEREST INCPINSCommunication Services1,775,956$57.1M0.82%
VERIZON COMMUNICATIONS INCBACCommunication Services1,265,800$55.6M0.79%
ELECTRONIC ARTS INCEACommunication Services267,500$54.0M0.77%
BROADCOM INCAVGOTechnology163,257$53.9M0.77%
TERADYNE INCTERTechnology390,624$53.8M0.77%
DELL TECHNOLOGIES INCDELLTechnology377,610$53.5M0.76%
KINROSS GOLD CORPKGCBasic Materials1,543,000$53.3M0.76%