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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 4 of 15  ·  293 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC SHS Healthcare 602,763.0 $52.2M 0.17% -66K -9.9% $86.65 -8.4%
62 ECL ECOLAB INC COM Basic Materials 189,290.0 $50.4M 0.17% -11K -5.4% $266.02 +1.2%
63 DHR DANAHER CORP DEL COM Healthcare 260,798.0 $49.4M 0.17% -19K -6.8% $189.60 -6.6%
64 DT DYNATRACE INC COM NEW Technology 1,311,400.0 $48.5M 0.16% -211K -13.9% $36.98 +12.0%
65 NTES NETEASE COM INC SPONSORED ADS Technology 422,115.0 $47.3M 0.16% -77K -15.4% $111.94 +8.4%
66 ADSK AUTODESK INC COM Technology 193,062.0 $46.2M 0.15% -14K -6.6% $239.40 -19.0%
67 ON ON SEMICONDUCTOR CORP COM Technology 741,074.0 $45.9M 0.15% -260K -25.9% $61.92 +96.4%
68 NVT NVENT ELEC PLC SHS Industrials 378,708.0 $44.8M 0.15% -157K -29.3% $118.28 +49.7%
69 GRMN GARMIN LTD SHS Technology 192,015.0 $44.5M 0.15% -2K -1.1% $232.01 +0.9%
70 NXPI NXP SEMICONDUCTORS N V COM Technology 224,736.0 $44.2M 0.15% -11K -4.5% $196.86 +59.1%
71 APP APPLOVIN CORP COM CL A Technology 108,699.0 $43.3M 0.14% -3K -2.9% $398.00 +18.0%
72 AIT APPLIED INDL TECHNOLOGIES IN COM Industrials 155,923.0 $41.4M 0.14% -65K -29.4% $265.32 +27.4%
73 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 434,964.0 $40.2M 0.13% -6K -1.4% $92.31 -5.9%
74 JBL JABIL INC COM Technology 146,616.0 $38.9M 0.13% -68K -31.8% $265.63 +40.0%
75 COF CAPITAL ONE FINL CORP COM Financial Services 210,708.0 $38.4M 0.13% -3K -1.4% $182.43 +10.5%
76 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 88,487.0 $38.4M 0.13% -3K -3.8% $433.97 -8.9%
77 BK BANK NEW YORK MELLON CORP COM Financial Services 321,405.0 $38.1M 0.13% -8K -2.4% $118.63 +20.1%
78 CB CHUBB LTD SWITZ COM Financial Services 116,945.0 $38.1M 0.13% -2K -1.6% $325.93 -0.8%
79 CME CME GROUP INC COM Financial Services 128,794.0 $38.0M 0.13% -6K -4.6% $295.35 -16.6%
80 MELI MERCADOLIBRE INC COM Consumer Cyclical 21,742.0 $37.6M 0.12% -497.0 -2.2% $1729.00 -5.4%
Page 4 of 15  ·  293 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%