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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 8 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 626 $118K 0.00% SOLD
142 MIR MIRION TECHNOLOGIES INC Industrials 4,662 $87K SOLD
143 ITRI ITRON INC Technology 822 $74K SOLD
144 FG F&G ANNUITIES & LIFE INC Financial Services 2,031 $51K SOLD
145 EXLS EXLSERVICE HLDGS INC Technology 1,483 $45K SOLD
146 AVAV AEROVIRONMENT INC Industrials 209 $38K SOLD
147 KRMN KARMAN HLDGS INC Industrials 445 $36K SOLD
148 SNDK SANDISK CORP Technology 56 $36K SOLD
149 LUV SOUTHWEST AIRLS CO Industrials 406 $15K SOLD
150 MEDP MEDPACE HLDGS INC Healthcare 11 $5K SOLD
151 ONTO ONTO INNOVATION INC Technology 2 $410.0 SOLD
Page 8 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%