Fund Holdings

Swedbank AB

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)2,326,6282,378,237+51,609786,028,0042,745,175,1852.37%+1,959,147,181
ADVANCED MICRO DEVICES INC(AMD)3,346,5274,243,802+897,275680,783,9882,465,267,0212.13%+1,784,483,033
LAM RESEARCH CORP(LRCX)3,588,5874,649,445+1,060,858766,737,4992,014,744,0011.74%+1,248,006,502
NVIDIA CORPORATION(NVDA)43,437,68843,524,689+87,0017,575,532,7908,708,855,0247.51%+1,133,322,234
BROADCOM INC(AVGO)12,436,49513,167,178+730,6833,849,219,5684,973,901,4944.29%+1,124,681,926
APPLIED MATLS INC2,837,1242,893,202+56,078969,700,6132,091,785,0461.80%+1,122,084,433
APPLE INC(AAPL)19,443,03220,218,567+775,5354,934,447,0925,850,444,5485.04%+915,997,456
KLA CORP(KLAC)637,8065,509,989+4,872,183939,111,9291,662,418,7851.43%+723,306,856
ALPHABET INC(GOOG)9,531,1199,653,251+122,1322,740,768,5823,449,782,3082.97%+709,013,726
ELI LILLY & CO(LLY)1,616,3041,781,310+165,0061,486,627,9292,136,556,6521.84%+649,928,723
AMAZON COM INC(AMZN)15,924,21416,501,189+576,9753,316,536,0503,932,893,3853.39%+616,357,335
SPACE EXPLORATION TECHN CORP03,561,427+3,561,4270608,505,4170.52%+608,505,417
INTEL CORP(INTC)5,910,9425,624,892-286,050260,849,875785,403,6700.68%+524,553,795
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
709,160822,103+112,943277,820,521793,329,3950.68%+515,508,874
ALPHABET INC(GOOG)10,161,5989,692,953-468,6452,914,956,0013,424,811,0822.95%+509,855,081
AMPHENOL CORP3,240,4474,784,087+1,543,640409,430,477843,530,2190.73%+434,099,742
UNITEDHEALTH GROUP INC(UNH)1,110,6581,731,505+620,847300,532,950719,665,4250.62%+419,132,475
ANALOG DEVICES INC(ADI)3,510,1373,816,937+306,8001,116,714,9831,515,972,8691.31%+399,257,886
PALO ALTO NETWORKS INC(PANW)2,739,9522,426,137-313,815439,269,106827,361,2390.71%+388,092,133
CITIGROUP INC(C)9,701,86810,059,526+357,6581,100,288,8511,407,931,2621.21%+307,642,411
CADENCE DESIGN SYSTEM INC(CDNS)1,835,7442,165,074+329,330510,098,185812,595,5730.70%+302,497,388
SERVICENOW INC(NOW)3,051,4766,061,895+3,010,419319,031,820601,824,9370.52%+282,793,117
QUALCOMM INC(QCOM)1,522,4282,588,871+1,066,443196,058,280478,397,4750.41%+282,339,195
ARISTA NETWORKS INC(ANET)6,448,7586,315,009-133,749791,778,5091,072,793,7250.92%+281,015,216
GE VERNOVA INC(GEV)143,233334,726+191,493125,028,090393,256,1880.34%+268,228,098
FORTINET INC(FTNT)3,721,6383,496,346-225,292304,132,258537,108,6740.46%+232,976,416
SNOWFLAKE INC(SNOW)1,649,7711,857,456+207,685248,818,462472,722,5550.41%+223,904,093
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,418,1461,438,520+20,374479,262,440686,993,9980.59%+207,731,558
JOHNSON & JOHNSON(JNJ)2,921,1463,624,513+703,367714,044,927920,517,5660.79%+206,472,639
CISCO SYS INC(CSCO)8,710,9607,342,446-1,368,514675,883,381862,443,7060.74%+186,560,325
DATADOG INC(DDOG)131,956763,684+631,72815,577,406198,832,7660.17%+183,255,360
JPMORGAN CHASE & CO(JPM)4,607,3974,691,775+84,3781,355,311,9011,535,758,7101.32%+180,446,809
OKTA INC(OKTA)2,216,5882,571,276+354,688174,467,642350,850,6100.30%+176,382,968
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
1,551,1391,117,846-433,293145,605,418303,998,2210.26%+158,392,803
BANK OF AMER CORP12,484,42813,284,542+800,114608,615,867756,953,2020.65%+148,337,335
ABBVIE INC(ABBV)2,396,9202,634,628+237,708521,306,129662,977,7900.57%+141,671,661
FLOWSERVE CORP(FLS)300,2382,151,450+1,851,21222,070,495159,551,5330.14%+137,481,038
MARVELL TECHNOLOGY INC(MRVL)3,189,5511,491,227-1,698,324315,925,028444,221,6110.38%+128,296,583
AUTOLIV INC(ALV)2,620,0243,391,457+771,433275,521,725393,985,5580.34%+118,463,833
WALMART INC(WMT)2,688,8923,986,883+1,297,991334,175,497451,554,3690.39%+117,378,872
SANDISK CORP(SNDK)32,36154,419+22,05820,560,238123,734,1120.11%+103,173,874
ROCKET LAB CORP(RKLB)567,3311,332,385+765,05436,433,999135,436,9350.12%+99,002,936
KENVUE INC(KVUE)4,912,8429,400,874+4,488,03284,697,396179,650,7020.15%+94,953,306
ALLSTATE CORP(ALL)1,100,8911,357,369+256,478228,258,743322,972,3820.28%+94,713,639
NVENT ELEC PLC(NVT)854,0401,121,453+267,413101,015,851190,209,6430.16%+89,193,792
EMERSON ELEC CO(EMR)3,332,4293,647,409+314,980436,614,846522,126,5990.45%+85,511,753
ALMONTY INDS INC05,156,017+5,156,017085,383,6420.07%+85,383,642
RAMBUS INC DEL(RMBS)1,563,0001,646,500+83,500134,464,890218,556,4100.19%+84,091,520
CATERPILLAR INC(CAT)206,903215,096+8,193146,582,500229,055,7340.20%+82,473,234
GLOBE LIFE INC1,109,2001,301,300+192,100154,367,364232,516,2840.20%+78,148,920
CVS HEALTH CORP(CVS)2,278,2332,295,831+17,598163,622,697237,503,7160.20%+73,881,019
AMGEN INC(AMGN)325,833517,466+191,633114,644,343187,384,7900.16%+72,740,447
CARDINAL HEALTH INC(CAH)415,663672,331+256,66887,833,748159,718,9530.14%+71,885,205
CORNING INC(GLW)145,486345,115+199,62919,781,73288,152,7240.08%+68,370,992
WASTE MGMT INC DEL(WM)2,392,8682,771,422+378,554549,857,136617,694,5350.53%+67,837,399
EMBRAER S.A.(EMBJ)01,050,000+1,050,000066,990,0000.06%+66,990,000
WESTERN DIGITAL CORP(WDC)195,532187,145-8,38752,889,451119,533,2550.10%+66,643,804
PARKER-HANNIFIN CORP(PH)349,507387,521+38,014312,892,644379,042,0430.33%+66,149,399
DEXCOM INC(DXCM)199,5451,166,132+966,58712,531,42778,538,9910.07%+66,007,564
FIFTH THIRD BANCORP(FITB)281,1141,388,935+1,107,82113,060,55778,294,2640.07%+65,233,707
CROWDSTRIKE HLDGS INC(CRWD)269,875222,734-47,141105,361,901169,977,2230.15%+64,615,322
PARSONS CORP DEL(PSN)2,387,6433,670,068+1,282,425129,338,621192,274,8630.17%+62,936,242
CITIZENS FINL GROUP INC(CFG)2,107,4142,650,053+542,639126,381,616185,689,2130.16%+59,307,597
GENERAL MILLS INC(GIS)1,640,2823,402,868+1,762,58661,051,296118,419,8070.10%+57,368,511
EATON CORP PLC(ETN)771,407778,055+6,648275,909,144331,544,7970.29%+55,635,653
LUMENTUM HLDGS INC(LITE)332,440336,659+4,219233,625,534288,873,6200.25%+55,248,086
GE AEROSPACE(GE)553,628563,356+9,728157,103,020210,543,0410.18%+53,440,021
MONGODB INC(MDB)580,686580,856+170142,134,513195,109,5310.17%+52,975,018
PROLOGIS INC.(PLD)6,896,8167,120,122+223,306911,621,137964,562,9280.83%+52,941,791
CBRE GROUP INC(CBRE)2,571,2802,973,762+402,482348,305,588400,536,0030.35%+52,230,415
TEXAS INSTRS INC(TXN)389,869426,544+36,67575,689,169127,139,9700.11%+51,450,801
TECK RESOURCES LTD(TECK)1,911,5122,488,894+577,38298,920,746147,989,6370.13%+49,068,891
TRANE TECHNOLOGIES PLC(TT)1,024,397967,025-57,372426,912,803474,969,5960.41%+48,056,793
CENTENE CORP DEL(CNC)1,028,3861,266,223+237,83733,669,35881,278,8550.07%+47,609,497
JAZZ PHARMACEUTICALS PLC(JAZZ)992,108968,092-24,016187,558,018233,281,1280.20%+45,723,110
ROYALTY PHARMA PLC(RPRX)11,586,69310,726,608-860,085555,813,663601,440,9120.52%+45,627,249
DELL TECHNOLOGIES INC(DELL)197,436175,312-22,12432,405,17275,640,1150.07%+43,234,943
GOLDMAN SACHS GROUP INC(GS)374,562356,052-18,510316,875,708360,100,3150.31%+43,224,607
ARM HOLDINGS PLC421,000300,800-120,20063,688,880106,654,6560.09%+42,965,776
TESLA INC(TSLA)641,441668,404+26,963238,455,692281,130,7220.24%+42,675,030
QUANTA SVCS INC609,776523,689-86,087334,779,219377,077,0250.33%+42,297,806
VISA INC(V)2,780,5352,571,840-208,695840,388,902882,372,5870.76%+41,983,685
ADVANCED DRAIN SYS INC DEL(WMS)164,961410,660+245,69922,621,10264,457,1950.06%+41,836,093
EDISON INTL(EIX)2,073,1812,595,793+522,612151,715,386193,256,7880.17%+41,541,402
LANTHEUS HLDGS INC(LNTH)1,228,7431,201,243-27,50093,200,157133,265,8980.11%+40,065,741
INTERNATIONAL BUSINESS MACHS(IBM)889,975908,811+18,836215,721,041255,566,7400.22%+39,845,699
VERTIV HOLDINGS CO(VRT)501,259493,342-7,917125,605,478165,180,7690.14%+39,575,291
CDW CORP(CDW)431,282650,315+219,03352,193,74891,460,3020.08%+39,266,554
FRONTDOOR INC(FTDR)1,283,6001,375,600+92,00067,851,096106,732,8040.09%+38,881,708
KEYSIGHT TECHNOLOGIES INC(KEYS)703,711676,318-27,393198,706,875236,758,6420.20%+38,051,767
LINDE PLC(LIN)972,945999,975+27,030482,347,214518,927,0270.45%+36,579,813
BORGWARNER INC2,933,1512,923,101-10,050159,152,772194,093,9070.17%+34,941,135
MORGAN STANLEY(MS)875,865853,710-22,155144,141,102178,459,5370.15%+34,318,435
PROGRESSIVE CORP(PGR)823,835903,899+80,064163,317,052197,456,7370.17%+34,139,685
NEUROCRINE BIOSCIENCES INC(NBIX)579,429651,082+71,65376,333,977109,730,1070.09%+33,396,130
STRYKER CORPORATION(SYK)127,283234,418+107,13541,823,92173,804,1630.06%+31,980,242
EBAY INC.(EBAY)1,577,2681,557,993-19,275143,562,934174,105,7220.15%+30,542,788
BIOMARIN PHARMACEUTICAL INC(BMRN)792,1871,314,787+522,60044,750,64475,232,1120.06%+30,481,468
CROWN HLDGS INC(CCK)2,541,1832,545,883+4,700254,753,596284,680,6370.25%+29,927,041
AXIS CAP HLDGS LTD
SHS
1,362,0911,557,611+195,520138,129,649167,349,7260.14%+29,220,077
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