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Portfolio (Quarterly) Guide ↗

Handelsbanken Fonder AB

· CIK 0001398318
13F Portfolio $35M AUM 1,485 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 80 New 654 Added 415 Reduced 86 Exited
Page 16 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PAYC PAYCOM SOFTWARE INC COM Technology 14,500.0 $2K 0.01% -1K -7.6% $0.13 +182200.5%
302 AGCO AGCO CORP COM Industrials 14,945.0 $2K 0.01% -562.0 -3.6% $0.12 +89127.2%
303 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 202,900.0 $2K 0.01% -24K -10.5% $0.01 +133299.6%
304 CMI CUMMINS INC COM Industrials 2,470.0 $2K 0.01% -133.0 -5.1% $0.71 +82281.9%
305 BSY BENTLEY SYS INC COM CL B Technology 58,900.0 $2K 0.01% -9K -13.8% $0.03 +123921.1%
306 MMYT MAKEMYTRIP LIMITED MAURITIUS SHS Consumer Cyclical 32,844.0 $2K 0.01% -5K -13.9% $0.05 +113371.3%
307 COLD AMERICOLD REALTY TRUST INC COM Real Estate 111,100.0 $2K 0.01% -13K -10.2% $0.02 +96937.5%
308 VSH VISHAY INTERTECHNOLOGY INC COM Technology 32,297.0 $2K 0.01% -19K -37.0% $0.05 +58711.4%
309 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 9,630.0 $2K 0.01% -400.0 -4.0% $0.18 +104116.8%
310 VRNS VARONIS SYS INC COM Technology 40,800.0 $2K 0.01% -3K -7.7% $0.04 +98158.4%
311 VNT VONTIER CORPORATION COM Technology 58,700.0 $2K 0.01% -3K -5.5% $0.03 +113644.2%
312 ALK ALASKA AIR GROUP INC COM Industrials 32,200.0 $2K 0.01% -7K -17.9% $0.05 +77306.4%
313 LAUR LAUREATE ED INC COMMON STOCK Consumer Defensive 45,719.0 $2K 0.01% -117K -71.8% $0.04 +103008.6%
314 ATMU ATMUS FILTRATION TECHNOLOGIE COM Industrials 32,500.0 $2K 0.01% -6K -15.1% $0.05 +97576.5%
315 YOU CLEAR SECURE INC COM CL A Technology 29,700.0 $2K 0.01% -2K -6.0% $0.06 +77586.6%
316 CPB THE CAMPBELLS COMPANY COM Consumer Defensive 74,200.0 $2K 0.01% -500.0 -0.7% $0.02 +107472.0%
317 AOS SMITH A O CORP COM Industrials 26,100.0 $2K 0.01% -2K -8.4% $0.06 +100473.5%
318 WEX WEX INC COM Technology 11,544.0 $2K 0.01% -700.0 -5.7% $0.14 +141581.5%
319 FULT FULTON FINL CORP PA COM Financial Services 66,813.0 $2K 0.01% -6K -8.2% $0.02 +97638.8%
320 BFH BREAD FINANCIAL HOLDINGS INC COM Financial Services 14,900.0 $2K 0.01% -2K -11.8% $0.11 +97673.2%
Page 16 of 21  ·  415 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 41.6%
Healthcare 15.4%
Financial Services 10.0%
Consumer Cyclical 8.7%
Industrials 8.4%
Communication Services 7.3%
Consumer Defensive 2.9%
Real Estate 2.3%
Basic Materials 1.8%
Energy 1.2%