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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $18.3B AUM 555 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 213 New 242 Added 90 Reduced 9 Exited
Page 13 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 23,910.0 $1.9M 0.01% +13K +119.9% $78.03 -15.0%
242 PAYC PAYCOM SOFTWARE INC Technology 12,945.0 $1.6M 0.01% +5K +66.1% $121.54 +2.7%
Page 13 of 13  ·  242 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 33.4%
Financial Services 12.9%
Communication Services 11.3%
Consumer Cyclical 9.9%
Healthcare 9.6%
Industrials 9.1%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.3%
Real Estate 2.2%