Fund Holdings

Skandinaviska Enskilda Banken AB (publ)

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)0222,078+222,078043,798,2231.01%+43,798,223
MCDONALDS CORP(MCD)378,911480,000+101,089115,730,787149,193,6003.44%+33,462,813
GENERAL DYNAMICS CORP(GD)91,000182,000+91,00030,636,06062,466,0401.44%+31,829,980
CARRIER GLOBAL CORPORATION(CARR)479,401618,000+138,59925,331,54934,799,5800.80%+9,468,031
INTEL CORP(INTC)1,605,7371,526,748-78,98959,272,57067,389,1281.55%+8,116,558
CHART INDS INC(GTLS)20,50049,000+28,5004,227,71510,130,7500.23%+5,903,035
PENUMBRA INC(PEN)016,000+16,00005,253,9200.12%+5,253,920
AIR LEASE CORP
CL A
36,147112,294+76,1472,321,7227,292,3720.17%+4,970,650
COTERRA ENERGY INC0130,000+130,00004,568,2000.11%+4,568,200
TXNM ENERGY INC(TXNM)56,954133,908+76,9543,353,4527,828,2600.18%+4,474,808
PELOTON INTERACTIVE INC(PTON)529,8911,780,998+1,251,1073,261,4797,631,5760.18%+4,370,097
ALLIED GOLD CORP(AAUC)0131,858+131,85804,092,8720.09%+4,092,872
SEMRUSH HLDGS INC
CL A COM
0310,000+310,00003,701,4000.09%+3,701,400
AES CORP(AES)0260,000+260,00003,662,1000.08%+3,662,100
DAY ONE BIOPHARMACEUTICALS I
COM
0150,000+150,00003,216,0000.07%+3,216,000
LIBERTY BROADBAND CORP(LBRDA)56,572113,144+56,5722,749,3995,691,1420.13%+2,941,743
ARCELLX INC
COMMON STOCK
024,000+24,00002,755,2000.06%+2,755,200
BRIGHTHOUSE FINL INC(BHF)10,00055,000+45,000647,9003,293,4000.08%+2,645,500
SEMPRA(SRE)24,75049,500+24,7502,185,1784,809,9140.11%+2,624,736
DIAMOND HILL INVT GROUP INC
COM NEW
5,26420,194+14,930892,2483,475,3860.08%+2,583,138
CRITEO S A(CRTO)134,698297,112+162,4142,776,1265,327,2180.12%+2,551,092
MASIMO CORP012,978+12,97802,308,3960.05%+2,308,396
INTERNATIONAL MONEY EXPRESS89,159231,318+142,1591,369,4823,654,8240.08%+2,285,342
MATCH GROUP INC NEW(MTCH)77,223154,446+77,2232,493,5314,743,0360.11%+2,249,505
SUNOCOCORP LLC(SUNC)29,45858,916+29,4581,451,6903,632,1700.08%+2,180,480
UNIFIRST CORP MASS(UNF)08,600+8,60002,163,6740.05%+2,163,674
PROASSURANCE CORP82,439164,878+82,4391,991,7264,075,7840.09%+2,084,058
CANTALOUPE INC180,404360,808+180,4041,915,8903,900,3340.09%+1,984,444
ADTRAN HOLDINGS INC117,594235,188+117,5941,021,8922,958,6640.07%+1,936,772
HOLOGIC INC77,562102,000+24,4385,778,7577,706,2020.18%+1,927,445
QORVO INC(QRVO)10,00035,454+25,454845,3502,742,0120.06%+1,896,662
SKYWORKS SOLUTIONS INC(SWKS)25,38063,192+37,8121,608,8643,383,8680.08%+1,775,004
SEALED AIR CORP NEW040,000+40,00001,682,0000.04%+1,682,000
AMERICAN WOODMARK CORP64,098128,196+64,0983,454,8825,106,0460.12%+1,651,164
NORTHWESTERN ENERGY GROUP IN(NWE)10,00034,226+24,226645,4002,256,8620.05%+1,611,462
HIMALAYA SHIPPING LTD42,757132,860+90,103389,0891,767,0380.04%+1,377,949
DIGITALBRIDGE GROUP INC(DBRG)30,000112,828+82,828460,2001,739,8060.04%+1,279,606
JANUS HENDERSON GROUP PLC020,000+20,00001,027,4000.02%+1,027,400
ALIBABA GROUP HLDG LTD(BABA)5,21713,582+8,365764,6561,703,8500.04%+939,194
TRI POINTE HOMES INC
COM
020,000+20,0000934,5980.02%+934,598
CLEARWATER ANALYTICS HLDGS I30,00069,916+39,916723,6001,653,5120.04%+929,912
TECK RESOURCES LTD(TECK)24,50649,012+24,5061,612,4952,536,3700.06%+923,875
AXALTA COATING SYS LTD(AXTA)15,00050,000+35,000484,6501,385,0000.03%+900,350
SELECT MED HLDGS CORP053,730+53,7300875,2600.02%+875,260
NCR ATLEOS CORPORATION(NATL)020,000+20,0000871,6000.02%+871,600
KENNEDY-WILSON HOLDINGS INC080,200+80,2000867,7640.02%+867,764
OLAPLEX HLDGS INC(OLPX)0400,000+400,0000811,9980.02%+811,998
FLUSHING FINL CORP045,146+45,1460693,4420.02%+693,442
ON24 INC
COM
074,558+74,5580603,9180.01%+603,918
ONESTREAM INC
CL A
022,000+22,0000528,0000.01%+528,000
CIRRUS LOGIC INC(CRUS)15,24815,474+2261,806,8882,237,8480.05%+430,960
LINKBANCORP INC
COM
049,054+49,0540409,1100.01%+409,110
CLEAN HARBORS INC(CLH)01,348+1,3480386,5120.01%+386,512
SHUTTERSTOCK INC26,95053,900+26,950514,745895,2780.02%+380,533
AXCELIS TECHNOLOGIES INC03,430+3,4300319,4700.01%+319,470
LINDSAY CORP(LNN)02,578+2,5780306,9620.01%+306,962
SILICON LABORATORIES INC(SLAB)7,5046,000-1,504980,7731,248,9000.03%+268,127
APPLIED INDL TECHNOLOGIES IN(AIT)0960+9600254,7060.01%+254,706
CONSTELLATION ENERGY CORP(CEG)1,2002,400+1,200423,984670,2240.02%+246,240
CORE & MAIN INC(CNM)5,80710,798+4,991301,790533,4200.01%+231,630
VALMONT INDS INC(VMI)0570+5700227,7540.01%+227,754
SUNRUN INC(RUN)22,10044,200+22,100406,640599,7940.01%+193,154
MOBILEYE GLOBAL INC(MBLY)95,893161,386+65,4931,001,1231,107,9140.03%+106,791
RUBRIK INC.(RBRK)3,0006,000+3,000229,440293,8200.01%+64,380
HELLO GROUP INC(MOMO)10,00020,000+10,00065,450115,3980.00%+49,948
EATON CORP PLC(ETN)1,2001,2000385,404429,2040.01%+43,800
TTEC HLDGS INC016,252+16,252040,6300.00%+40,630
PURECYCLE TECHNOLOGIES INC(PCT)15,40730,140+14,733132,500156,7280.00%+24,228
TASKUS INC10,00020,000+10,000117,900134,2000.00%+16,300
THREDUP INC21,66542,384+20,719138,656139,0180.00%+362
SINOVAC BIOTECH LTD(SVA)40,00080,000+40,000000
ORIGIN MATERIALS INC100,1370-100,13721,2090-21,209
XUNLEI LTD11,2430-11,24379,8820-79,882
QUICKLOGIC CORP16,7900-16,790100,9080-100,908
BAKKT HOLDINGS INC10,3110-10,311103,5220-103,522
GULF IS FABRICATION INC15,9630-15,963106,6330-106,633
NXP SEMICONDUCTORS N V
COM
1,8201,555-265418,600306,1170.01%-112,483
CROSS CTRY HEALTHCARE INC14,6790-14,679118,9000-118,900
GLOBAL BUSINESS TRAVEL GROUP(GBTG)17,9670-17,967137,4480-137,448
SOLOWIN HOLDINGS
CL A ORD SHS
35,4720-35,472145,7900-145,790
C3 AI INC(AI)10,8320-10,832145,9610-145,961
FRANKLIN ELEC INC(FELE)5,2023,454-1,748497,155318,1820.01%-178,973
SOUNDHOUND AI INC(SOUN)18,3160-18,316182,5190-182,519
ENERGY RECOVERY INC35,38529,488-5,897476,990291,6360.01%-185,354
ALLEGRO MICROSYSTEMS INC(ALGM)7,7980-7,798205,6330-205,633
GORILLA TECHNOLOGY GROUP INC20,0340-20,034218,7710-218,771
MATTEL INC(MAT)11,0280-11,028218,9060-218,906
SEMTECH CORP(SMTC)3,0360-3,036223,8440-223,844
IES HLDGS INC(IESC)6280-628244,5970-244,597
DYNAVAX TECHNOLOGIES CORP15,9540-15,954245,3250-245,325
NWPX INFRASTRUCTURE INC(NWPX)3,9510-3,951247,1750-247,175
PAGSEGURO DIGITAL LTD(PAGS)25,8570-25,857249,3910-249,391
LUMENTUM HLDGS INC(LITE)7150-715263,5420-263,542
WISDOMTREE INC(WT)22,2220-22,222270,8860-270,886
LAUREATE EDUCATION INC(LAUR)8,4700-8,470285,1850-285,185
LENSAR INC50,65150,710+59589,071302,2300.01%-286,841
FUNKO INC86,2500-86,250294,1130-294,113
GUESS INC18,4780-18,478309,5070-309,507
SITIME CORP(SITM)8850-885312,5730-312,573
CENTENE CORP DEL(CNC)244,258297,238+52,98010,051,2179,731,5720.22%-319,645
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