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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 19 of 22  ·  424 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PSTG EVERPURE INC 87,722.0 $6.9M 0.03% -34K -28.2% $78.79
362 IP INTERNATIONAL PAPER CO Consumer Cyclical 179,915.0 $6.9M 0.03% +30K +19.7% $38.10 +8.9%
363 DVA DAVITA INC Healthcare 30,479.0 $6.8M 0.03% NEW $222.48 -21.9%
364 DOW DOW HLDGS INC Basic Materials 246,407.0 $6.7M 0.03% +49K +24.8% $27.36 +18.2%
365 ALAB ASTERA LABS INC Technology 13,700.0 $6.6M 0.03% -36K -72.2% $483.02 -41.0%
366 TSN TYSON FOODS INC Consumer Defensive 114,289.0 $6.5M 0.03% +22K +23.5% $57.25 +2.1%
367 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 122,165.0 $6.4M 0.03% +46K +59.4% $52.65 +28.3%
368 DASH DOORDASH INC Communication Services 34,800.0 $6.4M 0.03% -77K -68.9% $184.53 +21.1%
369 VRSK VERISK ANALYTICS INC Industrials 35,754.0 $6.4M 0.03% -6K -14.6% $179.53 +4.4%
370 EFX EQUIFAX INC Industrials 39,376.0 $6.2M 0.03% -8K -17.6% $158.72 +21.4%
371 FEDEX FGHT HLDG CO INC 39,559.0 $6.0M 0.03% NEW $151.00
372 HPQ HP INC Technology 267,971.0 $5.9M 0.03% +9K +3.6% $21.94 +35.4%
373 FLUTTER ENTMT PLC 57,300.0 $5.9M 0.03% +2K +3.2% $102.17
374 FTAI AVIATION LTD 21,099.0 $5.7M 0.03% -142.0 -0.7% $270.53
375 DGX QUEST DIAGNOSTICS INC Healthcare 26,762.0 $5.7M 0.03% -20K -42.6% $211.95 +15.3%
376 MSTR STRATEGY INC Technology 64,938.0 $5.6M 0.03% -13K -16.2% $86.93 +37.2%
377 ASCENDIS PHARMA A/S 20,448.0 $5.5M 0.03% NEW $266.72
378 TEAM ATLASSIAN CORPORATION Technology 70,062.0 $5.5M 0.03% +11K +18.6% $77.79 +120.9%
379 RDDT REDDIT INC Communication Services 31,000.0 $5.4M 0.02% -8K -20.4% $173.58 -11.7%
380 J JACOBS SOLUTIONS INC Industrials 41,709.0 $5.3M 0.02% -65K -61.0% $126.00 +19.1%
Page 19 of 22  ·  424 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%