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Portfolio (Quarterly) Guide ↗

Tredje AP-fonden

· CIK 0001650290
13F Portfolio $22.1B AUM 424 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 259 Added 134 Reduced 151 Exited
Page 7 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 BSY BENTLEY SYS INC Technology 60,583 $2.1M 0.01% SOLD
122 OKLO OKLO INC Utilities 42,739 $2.1M 0.01% SOLD
123 CRWV COREWEAVE INC Technology 27,158 $2.1M 0.01% SOLD
124 BAX BAXTER INTL INC Healthcare 122,195 $2.1M 0.01% SOLD
125 UAL UNITED AIRLS HLDGS INC Industrials 21,803 $2.0M 0.01% SOLD
126 AMH AMERICAN HOMES 4 RENT Real Estate 69,656 $1.9M 0.01% SOLD
127 SNAP SNAP INC Communication Services 420,434 $1.9M 0.01% SOLD
128 CRBG COREBRIDGE FINL INC 78,214 $1.9M 0.01% SOLD
129 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 23,910 $1.9M 0.01% SOLD
130 NTNX NUTANIX INC Technology 46,778 $1.8M 0.01% SOLD
131 ERIE ERIE INDTY CO Financial Services 6,920 $1.7M 0.01% SOLD
132 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 37,126 $1.7M 0.01% SOLD
133 PAYC PAYCOM SOFTWARE INC Technology 12,945 $1.6M 0.01% SOLD
134 BXP BXP INC Real Estate 26,681 $1.4M 0.01% SOLD
135 AFG AMERICAN FINANCIAL GROUP INC Financial Services 9,505 $1.2M 0.01% SOLD
136 GRAB GRAB HOLDINGS LIMITED Technology 202,383 $741K 0.00% SOLD
137 GNRC GENERAC HLDGS INC Industrials 1,073 $210K 0.00% SOLD
138 WBS WEBSTER FINL CORP Financial Services 2,345 $163K 0.00% SOLD
139 CGNX COGNEX CORP Technology 3,059 $150K 0.00% SOLD
140 NVT NVENT ELEC PLC Industrials 1,120 $132K 0.00% SOLD
Page 7 of 8  ·  151 positions
Sector Allocation
Technology 40.0%
Financial Services 12.1%
Consumer Cyclical 10.1%
Healthcare 9.2%
Industrials 8.5%
Communication Services 8.2%
Consumer Defensive 4.2%
Utilities 2.6%
Energy 1.9%
Real Estate 1.7%