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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PINS PINTEREST INC Communication Services 136,300.0 $2.9M 0.01% -229K -62.7% $21.03 +11.3%
122 BALL BALL CORP Consumer Cyclical 44,911.0 $2.8M 0.01% -67K -59.9% $62.40 +1.9%
123 AVY AVERY DENNISON CORP Industrials 16,731.0 $2.7M 0.01% -12K -42.6% $162.35 +13.2%
124 ULTA ULTA BEAUTY INC Consumer Cyclical 5,760.0 $2.6M 0.01% -11K -66.4% $450.98 +15.6%
125 RPM RPM INTL INC Basic Materials 20,405.0 $2.3M 0.01% -56K -73.2% $111.15 -2.3%
126 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 27,902.0 $2.2M 0.01% -85K -75.2% $79.22 +6.4%
127 SATS ECHOSTAR CORP Technology 17,700.0 $1.8M 0.01% -31K -63.8% $101.50 -14.3%
128 LVS LAS VEGAS SANDS CORP Consumer Cyclical 38,800.0 $1.8M 0.01% -60K -60.8% $46.19 +1.8%
129 IONQ IONQ INC Technology 32,781.0 $1.7M 0.01% -80K -70.8% $53.26 -15.8%
130 JBHT HUNT J B TRANS SVCS INC Industrials 1,555.0 $450K 0.00% -30K -95.1% $289.43 -4.8%
131 VICI VICI PPTYS INC Real Estate 15,837.0 $420K 0.00% -405K -96.2% $26.55 -0.2%
132 WPC WP CAREY INC Real Estate 5,769.0 $412K 0.00% -81K -93.4% $71.50 -0.4%
133 RS RELIANCE INC Basic Materials 1,050.0 $392K 0.00% -24K -95.8% $373.60 +3.8%
134 NWSA NEWS CORP NEW Communication Services 15,638.0 $388K 0.00% -130K -89.2% $24.83 +22.4%
Page 7 of 7  ·  134 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 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%