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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 7 of 75  ·  1,485 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ROST ROSS STORES INC COM Consumer Cyclical 217,622.0 $46K 0.13% +49K +28.9% $0.21 +112204.1%
122 DELL DELL TECHNOLOGIES INC CL C Technology 106,467.0 $46K 0.13% -27K -20.0% $0.43 +102338.8%
123 NVT NVENT ELEC PLC SHS Industrials 270,708.0 $46K 0.13% -108K -28.5% $0.17 +89505.1%
124 LITE LUMENTUM HLDGS INC COM Technology 53,040.0 $46K 0.13% +24K +84.5% $0.86 +100907.0%
125 GH GUARDANT HEALTH INC COM Healthcare 301,041.0 $45K 0.13% +185K +159.9% $0.15 +113671.0%
126 CB CHUBB LIMITED COM Financial Services 132,315.0 $45K 0.13% +15K +13.1% $0.34 +99973.4%
127 MPWR MONOLITHIC PWR SYS INC COM Technology 32,416.0 $45K 0.13% +983.0 +3.1% $1.38 +95118.9%
128 LOW LOWES COS INC COM Consumer Cyclical 203,064.0 $45K 0.13% -2K -0.9% $0.22 +97903.5%
129 DDOG DATADOG INC CL A COM Technology 170,519.0 $44K 0.13% +77K +81.6% $0.26 +90398.4%
130 SOLV ENERGY INC COM SHS CL A 1,299,329.0 $44K 0.13% +200K +18.2% $0.03
131 CSX CSX CORP COM Industrials 929,336.0 $44K 0.13% -9K -0.9% $0.05 +108442.8%
132 PGR PROGRESSIVE CORP COM Financial Services 199,953.0 $44K 0.12% -6K -3.1% $0.22 +100279.3%
133 MDB MONGODB INC CL A Technology 128,301.0 $43K 0.12% $0.34 +128162.3%
134 AIT APPLIED INDL TECHNOLOGIES IN COM Industrials 127,233.0 $43K 0.12% -29K -18.4% $0.34 +100925.8%
135 NET CLOUDFLARE INC CL A COM Technology 174,722.0 $43K 0.12% -2K -1.1% $0.25 +119411.9%
136 EXLS EXLSERVICE HLDGS INC COM Technology 1,644,092.0 $43K 0.12% -1.1M -39.4% $0.03 +145028.4%
137 FIX COMFORT SYS USA INC COM Industrials 21,390.0 $42K 0.12% +1K +6.8% $1.98 +83434.2%
138 ECL ECOLAB INC COM Basic Materials 152,078.0 $42K 0.12% -37K -19.7% $0.28 +100985.0%
139 NXPI NXP SEMICONDUCTORS N V COM Technology 150,517.0 $42K 0.12% -74K -33.0% $0.28 +80161.5%
140 COF CAPITAL ONE FINL CORP COM Financial Services 210,691.0 $42K 0.12% $0.20 +108517.8%
Page 7 of 75  ·  1,485 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%