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Portfolio (Quarterly) Guide ↗

Skandinaviska Enskilda Banken AB (publ)

· CIK 0001534653
13F Portfolio $2.7B AUM 174 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 166 New
Page 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QRVO QORVO INC Technology 17,727.0 $1.7M 0.06% NEW $93.22 +2.6%
62 OKEANIS ECO TANKERS COR 29,669.0 $1.5M 0.06% NEW $50.12
63 ANET ARISTA NETWORKS INC Technology 8,250.0 $1.4M 0.05% NEW $169.95 +13.3%
64 APOGEE THERAPEUTICS INC 10,500.0 $1.4M 0.05% NEW $132.73
65 WBD WARNER BROS DISCOVERY INC Communication Services 50,400.0 $1.3M 0.05% NEW $26.62 +5.2%
66 OGN ORGANON & CO Healthcare 96,872.0 $1.3M 0.05% NEW $13.54 +1.1%
67 ALLIED GOLD CORP 55,000.0 $1.3M 0.05% NEW $23.78
68 AMD ADVANCED MICRO DEVICES INC Technology 2,170.0 $1.3M 0.05% NEW $580.55 -17.4%
69 NWE NORTHWESTERN ENERGY GROUP IN Utilities 17,113.0 $1.2M 0.05% NEW $71.62 -0.7%
70 VRT VERTIV HOLDINGS CO Industrials 3,510.0 $1.2M 0.04% NEW $334.60 -18.6%
71 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,131.0 $1.1M 0.04% NEW $271.95 -10.0%
72 ADTRAN HOLDINGS INC 80,190.0 $1.1M 0.04% NEW $13.90
73 CENCORA INC 3,935.0 $1.1M 0.04% NEW $282.98
74 ARW ARROW ELECTRS INC Technology 5,083.0 $1.1M 0.04% NEW $213.41 -1.1%
75 TECH BIO-TECHNE CORP Healthcare 14,000.0 $989K 0.04% NEW $70.65 +2.4%
76 SNDK SANDISK CORP Technology 423.0 $961K 0.04% NEW $2272.40 -29.2%
77 PANW PALO ALTO NETWORKS INC Technology 2,772.0 $945K 0.04% NEW $340.77 +9.8%
78 JPM JPMORGAN CHASE & CO Financial Services 2,877.0 $941K 0.04% NEW $326.92 +10.4%
79 MU MICRON TECHNOLOGY INC Technology 806.0 $928K 0.04% NEW $1151.01 -18.7%
80 GSAT GLOBALSTAR INC Communication Services 11,133.0 $905K 0.03% NEW $81.29 +2.0%
Page 4 of 9  ·  166 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 52.8%
Consumer Cyclical 19.2%
Communication Services 15.5%
Healthcare 5.7%
Financial Services 3.4%
Industrials 2.3%
Energy 0.5%
Utilities 0.2%
Basic Materials 0.2%
Consumer Defensive 0.2%