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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $116.0B AUM 1,123 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 297 Added 226 Reduced 32 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 3,561,427.0 $608.5M 0.53% NEW $170.86
2 ALMONTY INDS INC 5,156,017.0 $85.4M 0.07% NEW $16.56
3 EMBJ EMBRAER S.A. Industrials 1,050,000.0 $67.0M 0.06% NEW $63.80 +17.7%
4 JD JD.COM INC Consumer Cyclical 1,070,300.0 $27.3M 0.02% NEW $25.48 +15.4%
5 ENVA ENOVA INTL INC Financial Services 109,000.0 $26.2M 0.02% NEW $240.73 -1.4%
6 TKR TIMKEN CO Industrials 127,200.0 $18.5M 0.02% NEW $145.32 -14.3%
7 CECO CECO ENVIRONMENTAL CORP Industrials 203,000.0 $18.4M 0.02% NEW $90.74 -19.6%
8 DUPONT DE NEMOURS INC 124,735.0 $16.9M 0.01% NEW $135.64
9 CARNIVAL CORP LTD 541,326.0 $15.5M 0.01% NEW $28.57
10 MOD MODINE MFG CO Consumer Cyclical 54,000.0 $14.4M 0.01% NEW $267.02 -28.6%
11 KTB KONTOOR BRANDS INC Consumer Cyclical 160,000.0 $13.3M 0.01% NEW $83.34 -5.2%
12 MKSI MKS INC. Technology 27,000.0 $12.0M 0.01% NEW $444.80 -36.6%
13 SNEX STONEX GROUP INC Financial Services 97,000.0 $11.5M 0.01% NEW $118.50 -44.1%
14 TTMI TTM TECHNOLOGIES INC Technology 52,400.0 $9.8M 0.01% NEW $187.02 -38.8%
15 EZPW EZCORP INC Financial Services 282,000.0 $9.7M 0.01% NEW $34.57 -16.8%
16 GWRE GUIDEWIRE SOFTWARE INC Technology 77,100.0 $9.5M 0.01% NEW $123.05 +47.7%
17 FEDEX FGHT HLDG CO INC 62,264.0 $9.4M 0.01% NEW $151.00
18 SMTC SEMTECH CORP Technology 52,200.0 $8.4M 0.01% NEW $161.85 -22.8%
19 FIG FIGMA INC Technology 436,600.0 $7.9M 0.01% NEW $18.09 +51.0%
20 FLEX FLEX LTD Technology 48,449.0 $7.9M 0.01% NEW $162.07 -31.9%
Page 1 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.7%
Healthcare 10.9%
Financial Services 9.5%
Communication Services 9.5%
Consumer Cyclical 7.9%
Industrials 6.7%
Consumer Defensive 2.8%
Real Estate 2.3%
Basic Materials 1.6%
Utilities 1.0%