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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $30.0B AUM 1,491 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 549 Added 293 Reduced 38 Exited
Page 6 of 28  ·  549 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WAT WATERS CORP COM Healthcare 48,508.0 $14.4M 0.05% +11K +31.0% $297.81 +19.4%
102 TME TENCENT MUSIC ENTMT GROUP SPON ADS Communication Services 1,538,711.0 $14.3M 0.05% +614K +66.4% $9.28 -5.9%
103 URI UNITED RENTALS INC COM Industrials 19,353.0 $14.1M 0.05% +740.0 +4.0% $728.57 +47.8%
104 AYI ACUITY INC COM Industrials 49,386.0 $13.8M 0.05% +2K +4.9% $280.22 +13.2%
105 COIN COINBASE GLOBAL INC COM CL A Financial Services 78,503.0 $13.7M 0.05% +1K +1.5% $174.60 -6.5%
106 VRSN VERISIGN INC COM Technology 55,123.0 $13.7M 0.05% +8K +17.2% $248.35 +6.6%
107 NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES 418,900.0 $13.4M 0.04% +3K +0.8% $32.01
108 Q QNITY ELECTRONICS INC COMMON STOCK Technology 107,763.0 $12.4M 0.04% +667.0 +0.6% $115.38 +46.5%
109 ASR GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B Industrials 36,758.0 $12.4M 0.04% +8K +27.2% $336.12 -8.3%
110 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 81,489.0 $12.3M 0.04% +1K +1.3% $151.28 +190.5%
111 DHI D R HORTON INC COM Consumer Cyclical 89,280.0 $12.3M 0.04% +4K +5.3% $137.22 +15.0%
112 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 131,254.0 $12.2M 0.04% +5K +4.1% $93.32 +2.5%
113 INVH INVITATION HOMES INC COM Real Estate 492,485.0 $12.2M 0.04% +11K +2.4% $24.85 +14.3%
114 OLED UNIVERSAL DISPLAY CORP COM Technology 132,054.0 $12.1M 0.04% +15K +13.3% $91.66 -3.0%
115 JD JD.COM INC SPON ADS CL A Consumer Cyclical 397,000.0 $11.7M 0.04% +40K +11.2% $29.57 -6.8%
116 BLOCK INC CL A 193,971.0 $11.7M 0.04% +6K +2.9% $60.18
117 PKG PACKAGING CORP AMER COM Consumer Cyclical 54,548.0 $11.6M 0.04% +810.0 +1.5% $212.22 +7.9%
118 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM Communication Services 57,827.0 $11.4M 0.04% +797.0 +1.4% $197.50 +21.2%
119 PCAR PACCAR INC COM Industrials 98,711.0 $11.4M 0.04% +2K +2.0% $115.50 +3.0%
120 ACGL ARCH CAP GROUP LTD ORD Financial Services 116,938.0 $11.2M 0.04% +4K +3.6% $95.99 -5.0%
Page 6 of 28  ·  549 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 36.0%
Healthcare 15.6%
Communication Services 10.9%
Financial Services 10.8%
Consumer Cyclical 9.3%
Industrials 8.2%
Consumer Defensive 3.4%
Real Estate 2.2%
Basic Materials 2.2%
Energy 1.0%