EdgeMarket › What Andra Ap-Fonden reported owning
What Andra Ap-Fonden reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.4BPositions
396Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 614.4M | 7.3% | 3.5M | 214.72 | +22.4% |
| AAPL Apple Inc. | 553.2M | 6.6% | 2.2M | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 382.4M | 4.6% | 1.0M | 483.24 | -4.4% |
| AZN ASTRAZENECA PLC | 347.1M | 4.1% | 236.3K | 165.98 | — |
| AMZN AMAZON COM INC | 289.8M | 3.5% | 1.4M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 245.9M | 2.9% | 855.1K | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 206.6M | 2.5% | 720.4K | 341.75 | +70.7% |
| AVGO Broadcom Inc. | 201.1M | 2.4% | 649.7K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 185.9M | 2.2% | 324.9K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 117.0M | 1.4% | 127.2K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 112.6M | 1.3% | 382.7K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 97.3M | 1.2% | 397.9K | 270.24 | +51.1% |
| WMT Walmart Inc. | 86.9M | 1.0% | 699.0K | 103.70 | +1.1% |
| MA Mastercard Inc | 69.7M | 0.8% | 139.5K | 580.63 | -2.0% |
| MU MICRON TECHNOLOGY INC | 68.8M | 0.8% | 203.8K | 966.78 | +724.8% |
| V VISA INC. | 68.6M | 0.8% | 227.0K | 371.04 | +7.9% |
| AMD ADVANCED MICRO DEVICES INC | 64.3M | 0.8% | 316.2K | 473.25 | +186.5% |
| COST COSTCO WHOLESALE CORP /NEW | 62.4M | 0.7% | 62.6K | 947.74 | -4.7% |
| ABBV AbbVie Inc. | 61.7M | 0.7% | 283.8K | 264.96 | +26.7% |
| PLTR Palantir Technologies Inc. | 59.6M | 0.7% | 407.7K | 179.94 | +15.3% |
| KO COCA COLA CO | 50.9M | 0.6% | 668.8K | 91.10 | +28.9% |
| GE GENERAL ELECTRIC CO | 48.5M | 0.6% | 170.9K | 348.37 | +30.7% |
| HD HOME DEPOT, INC. | 47.4M | 0.6% | 144.2K | 335.61 | -16.5% |
| NFLX NETFLIX INC | 46.7M | 0.6% | 485.2K | 79.59 | -34.4% |
| CSCO CISCO SYSTEMS, INC. | 44.5M | 0.5% | 574.2K | 111.04 | +65.5% |
| MRK Merck & Co., Inc. | 43.8M | 0.5% | 364.5K | 152.55 | +80.2% |
| PEP PEPSICO INC | 43.2M | 0.5% | 278.1K | 143.48 | -4.8% |
| PG PROCTER & GAMBLE Co | 41.6M | 0.5% | 288.3K | 144.68 | -9.3% |
| TJX TJX COMPANIES INC /DE/ | 40.0M | 0.5% | 250.2K | 140.53 | +1.6% |
| BAC BANK OF AMERICA CORP /DE/ | 39.7M | 0.5% | 815.0K | 61.69 | +27.6% |
| LRCX LAM RESEARCH CORP | 38.2M | 0.5% | 178.7K | 314.00 | +216.7% |
| AEM AGNICO EAGLE MINES LTD | 35.5M | 0.4% | 125.6K | 216.06 | +60.4% |
| RY ROYAL BANK OF CANADA | 35.3M | 0.4% | 157.1K | 205.23 | +50.4% |
| WFC WELLS FARGO & COMPANY/MN | 35.0M | 0.4% | 439.7K | 83.84 | +7.3% |
| QCOM QUALCOMM INC/DE | 34.5M | 0.4% | 267.6K | 160.75 | +3.4% |
| KGC KINROSS GOLD CORP | 33.6M | 0.4% | 789.0K | 32.76 | +71.7% |
| NEE NEXTERA ENERGY INC | 33.5M | 0.4% | 360.5K | 83.65 | +9.8% |
| NU Nu Holdings Ltd. | 33.4M | 0.4% | 2.3M | 14.58 | +7.0% |
| ORCL ORACLE CORP | 33.0M | 0.4% | 224.6K | 146.47 | -37.7% |
| AMAT APPLIED MATERIALS INC /DE | 32.1M | 0.4% | 93.9K | 492.32 | +205.9% |
| GILD GILEAD SCIENCES, INC. | 31.0M | 0.4% | 222.6K | 146.12 | +23.1% |
| ANET Arista Networks, Inc. | 30.7M | 0.4% | 250.0K | 188.65 | +43.5% |
| SHOP SHOPIFY INC. | 30.6M | 0.4% | 185.2K | 149.25 | +8.7% |
| APH AMPHENOL CORP /DE/ | 30.3M | 0.4% | 239.6K | 157.01 | +44.5% |
| BKNG Booking Holdings Inc. | 29.9M | 0.4% | 7.1K | 209.62 | -7.1% |
| WELL WELLTOWER INC. | 29.8M | 0.4% | 150.9K | 239.22 | +44.1% |
| LIN LINDE PLC | 29.8M | 0.4% | 60.1K | 487.57 | +1.1% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 29.8M | 0.4% | 122.9K | 235.68 | -2.8% |
| DIS Walt Disney Co | 29.7M | 0.4% | 307.9K | 107.78 | -7.9% |
| ADI ANALOG DEVICES INC | 29.5M | 0.4% | 92.7K | 373.09 | +52.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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