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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 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BXP BXP INC Real Estate 26,681.0 $1.4M 0.01% -1K -4.4% $51.90 +24.7%
82 GNRC GENERAC HLDGS INC Industrials 1,073.0 $210K 0.00% -89K -98.8% $195.33 +42.9%
83 NVT NVENT ELEC PLC Industrials 1,120.0 $132K 0.00% -59K -98.1% $118.28 +49.7%
84 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 626.0 $118K 0.00% -43K -98.5% $189.05 +18.8%
85 MIR MIRION TECHNOLOGIES INC Industrials 4,662.0 $87K -276K -98.3% $18.59 +0.1%
86 ITRI ITRON INC Technology 822.0 $74K -71K -98.9% $89.63 -9.8%
87 EXLS EXLSERVICE HLDGS INC Technology 1,483.0 $45K -613K -99.8% $30.45 -14.8%
88 SANDISK CORP 56.0 $36K -33K -99.8% $635.34
89 MEDP MEDPACE HLDGS INC Healthcare 11.0 $5K -10K -99.9% $480.18 -4.2%
90 ONTO ONTO INNOVATION INC Technology 2.0 $410.0 -90K -100.0% $205.00 +62.8%
Page 5 of 5  ·  90 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%