Tredje AP-fonden
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 2,104,881 | +2,104,881 | 0 | 658,827,753 | +658,827,753 |
| BROADCOM INC | 0 | 1,071,271 | +1,071,271 | 0 | 370,766,894 | +370,766,894 |
| META PLATFORMS INC | 0 | 426,570 | +426,570 | 0 | 281,574,592 | +281,574,592 |
| FRANKLIN TEMPLETON ETF TR | 0 | 8,050,000 | +8,050,000 | 0 | 216,625,500 | +216,625,500 |
| MASTERCARD INCORPORATED | 0 | 375,210 | +375,210 | 0 | 214,199,884 | +214,199,884 |
| AMPLIFY ETF TR | 0 | 6,525,000 | +6,525,000 | 0 | 211,866,750 | +211,866,750 |
| NEW YORK LIFE INVESTMENTS ET | 0 | 6,275,000 | +6,275,000 | 0 | 210,275,250 | +210,275,250 |
| ALPHABET INC | 0 | 556,777 | +556,777 | 0 | 174,716,623 | +174,716,623 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 281,709 | +281,709 | 0 | 141,601,029 | +141,601,029 |
| VISA INC | 0 | 397,432 | +397,432 | 0 | 139,383,377 | +139,383,377 |
| EATON CORP PLC | 0 | 327,513 | +327,513 | 0 | 104,316,166 | +104,316,166 |
| MICRON TECHNOLOGY INC | 220,000 | 478,311 | +258,311 | 36,810,400 | 136,514,743 | +99,704,343 |
| INTUITIVE SURGICAL INC | 0 | 171,811 | +171,811 | 0 | 97,306,878 | +97,306,878 |
| TIDAL TRUST II | 0 | 4,936,785 | +4,936,785 | 0 | 88,709,583 | +88,709,583 |
| FUTU HLDGS LTD | 0 | 532,486 | +532,486 | 0 | 87,439,526 | +87,439,526 |
| SERVICENOW INC | 0 | 559,590 | +559,590 | 0 | 85,723,592 | +85,723,592 |
| AMAZON COM INC | 2,609,166 | 2,832,690 | +223,524 | 572,894,578 | 653,841,505 | +80,946,927 |
| ELI LILLY & CO | 234,437 | 234,919 | +482 | 178,875,431 | 252,462,751 | +73,587,320 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 237,173 | +237,173 | 0 | 72,074,503 | +72,074,503 |
| BANCO BRADESCO S A | 0 | 20,869,200 | +20,869,200 | 0 | 69,494,436 | +69,494,436 |
| MILLICOM INTL CELLULAR S A | 0 | 1,090,531 | +1,090,531 | 0 | 60,459,039 | +60,459,039 |
| CISCO SYS INC | 0 | 739,762 | +739,762 | 0 | 56,983,867 | +56,983,867 |
| BLACKROCK INC | 0 | 51,034 | +51,034 | 0 | 54,623,731 | +54,623,731 |
| ACCENTURE PLC IRELAND | 0 | 201,966 | +201,966 | 0 | 54,187,478 | +54,187,478 |
| UNITED RENTALS INC | 6,324 | 70,754 | +64,430 | 6,037,269 | 57,262,627 | +51,225,358 |
| WALMART INC | 919,325 | 1,309,785 | +390,460 | 94,745,634 | 145,923,146 | +51,177,512 |
| BAKER HUGHES COMPANY | 0 | 1,118,446 | +1,118,446 | 0 | 50,934,031 | +50,934,031 |
| CITIGROUP INC | 0 | 417,559 | +417,559 | 0 | 48,724,960 | +48,724,960 |
| LAM RESEARCH CORP | 0 | 274,669 | +274,669 | 0 | 47,017,840 | +47,017,840 |
| JPMORGAN CHASE & CO. | 986,128 | 1,107,331 | +121,203 | 311,054,355 | 356,804,196 | +45,749,841 |
| TESLA INC | 34,495 | 130,504 | +96,009 | 15,340,616 | 58,690,259 | +43,349,643 |
| MORGAN STANLEY | 0 | 233,501 | +233,501 | 0 | 41,453,433 | +41,453,433 |
| HOME DEPOT INC | 157,119 | 295,558 | +138,439 | 63,663,047 | 101,701,508 | +38,038,461 |
| WESTERN DIGITAL CORP | 37,110 | 242,929 | +205,819 | 4,455,426 | 41,849,379 | +37,393,953 |
| WELLS FARGO CO NEW | 1,385,394 | 1,612,065 | +226,671 | 116,123,725 | 150,244,457 | +34,120,732 |
| PINTEREST INC | 0 | 1,315,643 | +1,315,643 | 0 | 34,061,997 | +34,061,997 |
| AMPHENOL CORP NEW | 0 | 251,274 | +251,274 | 0 | 33,957,168 | +33,957,168 |
| PFIZER INC | 0 | 1,350,000 | +1,350,000 | 0 | 33,615,000 | +33,615,000 |
| S&P GLOBAL INC | 63,450 | 121,272 | +57,822 | 30,881,749 | 63,375,534 | +32,493,785 |
| DELTA AIR LINES INC DEL | 0 | 466,797 | +466,797 | 0 | 32,395,712 | +32,395,712 |
| SPOTIFY TECHNOLOGY S A | 0 | 53,796 | +53,796 | 0 | 31,239,875 | +31,239,875 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 111,339 | +111,339 | 0 | 30,661,648 | +30,661,648 |
| ITAU UNIBANCO HLDG S A | 0 | 4,269,151 | +4,269,151 | 0 | 30,567,121 | +30,567,121 |
| BANK AMERICA CORP | 1,614,496 | 2,061,288 | +446,792 | 83,291,848 | 113,370,840 | +30,078,992 |
| REDDIT INC | 0 | 130,596 | +130,596 | 0 | 30,020,102 | +30,020,102 |
| LINDE PLC | 0 | 68,862 | +68,862 | 0 | 29,362,068 | +29,362,068 |
| COSTCO WHSL CORP NEW | 15,658 | 50,420 | +34,762 | 14,493,514 | 43,479,183 | +28,985,669 |
| CBOE GLOBAL MKTS INC | 37,865 | 148,887 | +111,022 | 9,286,391 | 37,370,637 | +28,084,246 |
| WASTE CONNECTIONS INC | 0 | 154,800 | +154,800 | 0 | 27,145,728 | +27,145,728 |
| CONSTELLATION BRANDS INC | 0 | 182,719 | +182,719 | 0 | 25,207,913 | +25,207,913 |
| VERTIV HOLDINGS CO | 0 | 155,584 | +155,584 | 0 | 25,206,164 | +25,206,164 |
| GOLDMAN SACHS GROUP INC | 5,559 | 32,304 | +26,745 | 4,426,909 | 28,395,216 | +23,968,307 |
| TJX COS INC NEW | 732,908 | 842,983 | +110,075 | 105,934,522 | 129,490,619 | +23,556,097 |
| AMGEN INC | 0 | 70,856 | +70,856 | 0 | 23,191,877 | +23,191,877 |
| SALESFORCE INC | 266,703 | 324,873 | +58,170 | 63,208,611 | 86,062,107 | +22,853,496 |
| MERCK & CO INC | 631,065 | 709,260 | +78,195 | 52,965,285 | 74,656,708 | +21,691,423 |
| GENERAL MTRS CO | 340,118 | 515,324 | +175,206 | 20,736,994 | 41,906,148 | +21,169,154 |
| ADVANCED MICRO DEVICES INC | 108,831 | 176,705 | +67,874 | 17,607,767 | 37,843,143 | +20,235,376 |
| KKR & CO INC | 475,918 | 637,751 | +161,833 | 61,845,544 | 81,300,497 | +19,454,953 |
| PARKER-HANNIFIN CORP | 0 | 21,456 | +21,456 | 0 | 18,858,966 | +18,858,966 |
| OKTA INC | 0 | 211,985 | +211,985 | 0 | 18,330,343 | +18,330,343 |
| SCHWAB CHARLES CORP | 0 | 183,400 | +183,400 | 0 | 18,323,494 | +18,323,494 |
| GE VERNOVA INC | 0 | 27,911 | +27,911 | 0 | 18,241,792 | +18,241,792 |
| COHERENT CORP | 0 | 92,003 | +92,003 | 0 | 16,980,994 | +16,980,994 |
| BIRKENSTOCK HOLDING PLC | 0 | 414,400 | +414,400 | 0 | 16,948,960 | +16,948,960 |
| IDEX CORP | 10,571 | 104,878 | +94,307 | 1,720,535 | 18,661,991 | +16,941,456 |
| ADVANCED DRAIN SYS INC DEL | 0 | 110,028 | +110,028 | 0 | 15,935,355 | +15,935,355 |
| APTIV PLC | 0 | 207,420 | +207,420 | 0 | 15,782,588 | +15,782,588 |
| TRACTOR SUPPLY CO | 51,246 | 362,956 | +311,710 | 2,914,360 | 18,151,429 | +15,237,069 |
| SEA LTD | 0 | 114,400 | +114,400 | 0 | 14,594,008 | +14,594,008 |
| INTUIT | 24,500 | 47,176 | +22,676 | 16,731,295 | 31,250,326 | +14,519,031 |
| ONTO INNOVATION INC | 0 | 90,000 | +90,000 | 0 | 14,207,400 | +14,207,400 |
| JOHNSON CTLS INTL PLC | 0 | 117,397 | +117,397 | 0 | 14,058,291 | +14,058,291 |
| WILLIS TOWERS WATSON PLC LTD | 0 | 41,542 | +41,542 | 0 | 13,650,701 | +13,650,701 |
| VERISK ANALYTICS INC | 0 | 60,000 | +60,000 | 0 | 13,421,400 | +13,421,400 |
| COINBASE GLOBAL INC | 0 | 56,864 | +56,864 | 0 | 12,859,225 | +12,859,225 |
| REGENERON PHARMACEUTICALS | 0 | 16,330 | +16,330 | 0 | 12,604,637 | +12,604,637 |
| DOLLAR GEN CORP NEW | 0 | 92,596 | +92,596 | 0 | 12,293,971 | +12,293,971 |
| INTERNATIONAL BUSINESS MACHS | 0 | 41,466 | +41,466 | 0 | 12,282,644 | +12,282,644 |
| GENERAC HLDGS INC | 0 | 90,000 | +90,000 | 0 | 12,273,300 | +12,273,300 |
| MCGRATH RENTCORP | 0 | 116,708 | +116,708 | 0 | 12,246,170 | +12,246,170 |
| NETFLIX INC | 18,060 | 352,230 | +334,170 | 21,652,495 | 33,025,085 | +11,372,590 |
| INTER & CO INC | 0 | 1,340,387 | +1,340,387 | 0 | 11,366,482 | +11,366,482 |
| NEUROCRINE BIOSCIENCES INC | 11,627 | 84,503 | +72,876 | 1,632,198 | 11,985,060 | +10,352,862 |
| ALNYLAM PHARMACEUTICALS INC | 13,456 | 40,447 | +26,991 | 6,135,936 | 16,083,750 | +9,947,814 |
| WASTE MGMT INC DEL | 250,467 | 295,630 | +45,163 | 55,310,627 | 64,952,867 | +9,642,240 |
| LAUREATE EDUCATION INC | 0 | 284,066 | +284,066 | 0 | 9,564,502 | +9,564,502 |
| ROBINHOOD MKTS INC | 0 | 84,215 | +84,215 | 0 | 9,524,717 | +9,524,717 |
| STRYKER CORPORATION | 99,700 | 131,561 | +31,861 | 36,856,099 | 46,239,745 | +9,383,646 |
| GE AEROSPACE | 0 | 30,045 | +30,045 | 0 | 9,254,761 | +9,254,761 |
| VEEVA SYS INC | 0 | 40,516 | +40,516 | 0 | 9,044,387 | +9,044,387 |
| WAYFAIR INC | 0 | 90,000 | +90,000 | 0 | 9,036,900 | +9,036,900 |
| QNITY ELECTRONICS INC | 0 | 109,442 | +109,442 | 0 | 8,935,939 | +8,935,939 |
| JOHNSON & JOHNSON | 110,651 | 141,665 | +31,014 | 20,516,908 | 29,317,572 | +8,800,664 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 60,000 | +60,000 | 0 | 8,633,400 | +8,633,400 |
| ZILLOW GROUP INC | 0 | 120,895 | +120,895 | 0 | 8,247,457 | +8,247,457 |
| DATADOG INC | 0 | 60,000 | +60,000 | 0 | 8,159,400 | +8,159,400 |
| DELL TECHNOLOGIES INC | 0 | 63,000 | +63,000 | 0 | 7,930,440 | +7,930,440 |
| SANDISK CORP | 0 | 32,949 | +32,949 | 0 | 7,821,434 | +7,821,434 |
| DICKS SPORTING GOODS INC | 69,064 | 115,759 | +46,695 | 15,347,402 | 22,916,809 | +7,569,407 |