Amf Tjanstepension Ab Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Amf Tjanstepension Ab disclosed 121 stock positions valued at approximately $16.88B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 121
- Portfolio Value
- $16.88B
Holdings by Sector
Amf Tjanstepension Ab Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 9.45% | 7,974,683 | -218,157 | -2.66% | $1,595,654,321 |
| MICROSOFT CORP | MSFT | Technology | 6.25% | 2,825,808 | -2,017 | -0.07% | $1,054,082,900 |
| APPLE INC | AAPL | Technology | 5.59% | 3,258,851 | - | - | $942,981,125 |
| ALPHABET INC | GOOG | Communication Services | 5.18% | 2,475,768 | +4,813 | +0.19% | $874,763,107 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.40% | 1,555,194 | -77,544 | -4.75% | $742,713,999 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.48% | 2,466,179 | -12,817 | -0.52% | $587,789,103 |
| ELI LILLY & CO | LLY | Healthcare | 3.40% | 478,077 | +900 | +0.19% | $573,419,896 |
| BANK OF AMER CORP | BAC | Financial Services | 3.23% | 9,562,619 | - | - | $544,878,031 |
| WESTERN DIGITAL CORP | WDC | Technology | 3.22% | 850,847 | -523,063 | -38.07% | $543,452,996 |
| VISA INC | V | Financial Services | 2.89% | 1,423,049 | - | - | $488,233,881 |
| LINDE PLC | LIN | Other | 2.74% | 890,930 | -17,526 | -1.93% | $462,339,214 |
| PROLOGIS INC. | PLD | Real Estate | 2.49% | 3,101,097 | -707,675 | -18.58% | $420,105,611 |
| PARKER-HANNIFIN CORP | PH | Industrials | 2.09% | 360,645 | -1,869 | -0.52% | $352,754,087 |
| BROADCOM INC | AVGO | Technology | 1.86% | 831,667 | +4,618 | +0.56% | $314,162,209 |
| ALPHABET INC | GOOGL | Communication Services | 1.78% | 841,228 | - | - | $300,629,650 |
| META PLATFORMS INC | META | Communication Services | 1.74% | 520,699 | +4,268 | +0.83% | $293,304,540 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.73% | 253,300 | +253,300 | +100.00% | $292,381,657 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.65% | 853,194 | - | - | $279,275,992 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 1.58% | 2,162,201 | -35,513 | -1.62% | $266,188,565 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.57% | 156,128 | -1,605 | -1.02% | $265,010,106 |
| COCA COLA CO | KO | Consumer Defensive | 1.40% | 2,910,053 | - | - | $236,500,007 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 1.36% | 500,000 | - | - | $229,565,000 |
| COMFORT SYS USA INC | FIX | Industrials | 1.29% | 109,590 | - | - | $217,201,901 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.23% | 2,160,591 | -46,043 | -2.09% | $207,373,524 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.22% | 412,511 | - | - | $206,416,379 |
| KLA CORP | KLAC | Technology | 1.21% | 675,450 | +610,906 | +946.50% | $203,790,020 |
| GE AEROSPACE | GE | Industrials | 0.97% | 439,350 | - | - | $164,198,276 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.93% | 314,765 | +1,848 | +0.59% | $156,353,218 |
| CITIGROUP INC | C | Financial Services | 0.91% | 1,099,751 | - | - | $153,921,150 |
| EATON CORP PLC | ETN | Other | 0.91% | 359,646 | - | - | $153,252,354 |
Showing 30 of 121 holdings in the latest reporting period.