Andra Ap-Fonden Top Holdings and 13F Report (2025) About Andra Ap-FondenInvestment ActivityAndra Ap-Fonden has $7.19 billion in total holdings as of June 30, 2025.Andra Ap-Fonden owns shares of 467 different stocks, but just 162 companies or ETFs make up 80% of its holdings.Approximately 24.84% of the portfolio was purchased this quarter.About 16.53% of the portfolio was sold this quarter.This quarter, Andra Ap-Fonden has purchased 463 new stocks and bought additional shares in 223 stocks.Andra Ap-Fonden sold shares of 159 stocks and completely divested from 46 stocks this quarter.Largest Holdings NVIDIA $196,428,967QUALCOMM $165,872,634Apple $162,186,885KLA $105,995,601APPLOVIN CORP $96,832,128 Largest New Holdings this Quarter 12572Q105 - CME Group $18,797,284 Holding550021109 - lululemon athletica $9,669,506 Holding443510607 - Hubbell $8,045,677 Holding61174X109 - Monster Beverage $7,873,848 Holding031100100 - AMETEK $7,672,704 Holding Largest Purchases this Quarter NVIDIA 874,200 shares (about $138.11M)QUALCOMM 334,400 shares (about $53.26M)APPLOVIN CORP 114,000 shares (about $39.91M)Gilead Sciences 337,100 shares (about $37.37M)Fastenal 685,000 shares (about $28.77M) Largest Sales this Quarter Ulta Beauty 119,142 shares (about $55.74M)Microsoft 61,900 shares (about $30.79M)APTIV PLC 333,400 shares (about $22.74M)Eli Lilly and Company 24,400 shares (about $19.02M)Cigna Group 55,800 shares (about $18.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAndra Ap-Fonden Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$196,428,967$138,114,858 ▲236.8%1,243,3002.7%Computer and TechnologyQCOMQUALCOMM$165,872,634$53,256,544 ▲47.3%1,041,5212.3%Computer and TechnologyAAPLApple$162,186,885$24,476,781 ▲17.8%790,5002.3%Computer and TechnologyKLACKLA$105,995,601$9,673,992 ▲10.0%118,3331.5%Computer and TechnologyAPPLOVIN CORP$96,832,128$39,909,120 ▲70.1%276,6001.3%COMNTAPNetApp$84,085,424$8,534,655 ▲11.3%789,1641.2%Computer and TechnologyMETAMeta Platforms$74,243,735$8,635,653 ▼-10.4%100,5891.0%Computer and TechnologyITGartner$71,061,876$14,956,140 ▲26.7%175,8001.0%Business ServicesGDDYGoDaddy$68,658,679$20,454,816 ▲42.4%381,3101.0%Computer and TechnologyAMATApplied Materials$68,455,914$2,416,524 ▲3.7%373,9331.0%Computer and TechnologyWSMWilliams-Sonoma$66,377,231$8,593,262 ▲14.9%406,3000.9%Retail/WholesaleLAM RESEARCH CORP$64,633,273$8,517,250 ▲15.2%663,9950.9%COMGILDGilead Sciences$64,060,686$37,374,277 ▲140.0%577,8000.9%MedicalADBEAdobe$59,045,239$14,005,056 ▲31.1%152,6190.8%Computer and TechnologyNFLXNetflix$58,921,720$3,749,564 ▲6.8%44,0000.8%Consumer DiscretionaryMSFTMicrosoft$58,190,006$30,789,679 ▼-34.6%116,9860.8%Computer and TechnologyVZVerizon Communications$57,012,552$8,641,019 ▲17.9%1,317,6000.8%Computer and TechnologyFOXFOX$55,848,171$4,151,052 ▲8.0%1,081,7000.8%Consumer DiscretionaryWMTWalmart$53,601,823$7,529,060 ▲16.3%548,1880.7%Retail/WholesaleLOWLowe's Companies$52,849,434$19,213,942 ▲57.1%238,2000.7%Retail/WholesaleGOOGLAlphabet$52,783,000$263,464 ▲0.5%299,5120.7%Computer and TechnologyFOXAFOX$51,601,632$8,316,336 ▲19.2%920,8000.7%Consumer DiscretionaryMAMastercard$50,462,212$8,766,264 ▲21.0%89,8000.7%Business ServicesCRMSalesforce$47,487,600$12,161,974 ▲34.4%174,1450.7%Computer and TechnologyCOFCapital One Financial$47,047,832$27,963,260 ▲146.5%221,1310.7%FinancePALANTIR TECHNOLOGIES INC$46,495,208$20,543,424 ▲79.2%341,0740.6%CL ADELLDell Technologies$45,865,886$1,777,700 ▼-3.7%374,1100.6%Computer and TechnologySPOTSpotify Technology$45,808,663$4,910,976 ▲12.0%59,6980.6%Computer and TechnologyAMZNAmazon.com$44,748,101$109,695 ▲0.2%203,9660.6%Retail/WholesaleEAElectronic Arts$44,636,150$4,279,960 ▲10.6%279,5000.6%Consumer DiscretionaryGOOGAlphabet$44,595,846$1,898,073 ▲4.4%251,4000.6%Computer and TechnologyMRKMerck & Co., Inc.$44,456,256$7,916 ▼0.0%561,6000.6%MedicalFTNTFortinet$44,256,506$15,731,136 ▲55.1%418,6200.6%Computer and TechnologySTXSeagate Technology$43,154,670$25,243,317 ▲140.9%299,0000.6%Computer and TechnologyACNAccenture$43,152,842$17,604,621 ▲68.9%144,3770.6%Computer and TechnologyTMUST-Mobile US$41,957,586$7,743,450 ▲22.6%176,1000.6%Computer and TechnologyCTSHCognizant Technology Solutions$41,929,342$17,478,720 ▲71.5%537,3490.6%Computer and TechnologyFASTFastenal$40,576,200$28,770,000 ▲243.7%966,1000.6%Retail/WholesaleFIFiserv$40,067,222$25,275,306 ▲170.9%232,3950.6%Business ServicesNXPINXP Semiconductors$39,634,086$4,457,196 ▲12.7%181,4000.6%Computer and TechnologyADSKAutodesk$39,609,172$14,952,231 ▲60.6%127,9490.6%Computer and TechnologyTJXTJX Companies$39,516,800$4,371,546 ▼-10.0%320,0000.5%Retail/WholesaleTERTeradyne$38,982,478$19,368,768 ▲98.8%433,5240.5%Computer and TechnologyKMBKimberly-Clark$38,869,380$8,792,344 ▼-18.4%301,5000.5%Consumer StaplesMPWRMonolithic Power Systems$38,850,174$8,264,594 ▲27.0%53,1190.5%Computer and TechnologyFICOFair Isaac$38,387,160$12,978,516 ▲51.1%21,0000.5%Computer and TechnologyCEGConstellation Energy$37,898,479$4,260,432 ▼-10.1%117,4200.5%EnergyGENGenesis Healthcare$37,699,620$5,068,560 ▲15.5%1,282,3000.5%Business ServicesDOORDASH INC$37,469,520$11,314,809 ▲43.3%152,0000.5%CL APYPLPayPal$37,457,280$7,342,816 ▲24.4%504,0000.5%Business ServicesHPQHP$37,416,462$1,797,810 ▲5.0%1,529,7000.5%Computer and TechnologyKGCKinross Gold$36,735,664$3,647,392 ▲11.0%1,726,3000.5%Basic MaterialsMMM3M$36,151,215$11,996,512 ▼-24.9%237,4620.5%Multi-Sector ConglomeratesCLXClorox$36,028,084$17,501,283 ▲94.5%300,0590.5%Consumer StaplesPINSPinterest$35,872,766$1,764,312 ▲5.2%1,000,3560.5%Computer and TechnologyAVGOBroadcom$35,574,562$2,425,720 ▼-6.4%129,0570.5%Computer and TechnologyBKNGBooking$35,314,3640.0%6,1000.5%Retail/WholesaleKKellanova$34,404,678$7,380,384 ▲27.3%432,6000.5%Consumer DiscretionaryVRSNVeriSign$34,165,040$16,923,680 ▲98.2%118,3000.5%Computer and TechnologyNUNU$34,123,012$10,976 ▲0.0%2,487,1000.5%FinanceUTHRUnited Therapeutics$34,022,240$4,683,805 ▲16.0%118,4000.5%MedicalSYFSynchrony Financial$33,990,682$3,724,092 ▲12.3%509,3000.5%FinanceCMCanadian Imperial Bank of Commerce$33,657,012$1,594,890 ▼-4.5%348,2000.5%FinanceUPSUnited Parcel Service$33,611,304$16,453,220 ▲95.9%332,9830.5%TransportationARISTA NETWORKS INC$33,225,275$2,199,665 ▲7.1%324,7510.5%COMROSTRoss Stores$33,094,252$5,103,200 ▼-13.4%259,4000.5%Retail/WholesaleBMYBristol Myers Squibb$33,000,558$27,802,191 ▲534.8%712,9090.5%MedicalDVADaVita$32,932,161$3,803,415 ▲13.1%231,1840.5%MedicalBBYBest Buy$32,913,839$2,375,261 ▲7.8%490,3000.5%Retail/WholesaleTAT&T$32,907,674$2,870,848 ▲9.6%1,137,1000.5%Computer and TechnologyIBMInternational Business Machines$32,867,970$4,775,436 ▼-12.7%111,5000.5%Computer and TechnologyGWWW.W. Grainger$32,663,536$8,946,064 ▲37.7%31,4000.5%IndustrialsCTASCintas$32,293,863$2,808,162 ▼-8.0%144,9000.4%Business ServicesONON Semiconductor$32,208,513$17,083,092 ▼-34.7%614,5490.4%Computer and TechnologyGSThe Goldman Sachs Group$31,988,177$3,114,100 ▼-8.9%45,1970.4%FinanceUHSUniversal Health Services$31,956,672$4,872,935 ▲18.0%176,4100.4%MedicalJNJJohnson & Johnson$31,878,925$14,373,775 ▲82.1%208,7000.4%MedicalUNHUnitedHealth Group$31,664,955$17,563,911 ▲124.6%101,5000.4%MedicalCCitigroup$31,409,280$519,232 ▲1.7%369,0000.4%Financial ServicesCBRECBRE Group$30,840,412$7,174,144 ▲30.3%220,1000.4%FinancePGRProgressive$30,288,610$2,428,426 ▼-7.4%113,5000.4%FinanceJPMJPMorgan Chase & Co.$30,266,604$1,304,595 ▲4.5%104,4000.4%FinanceSNPSSynopsys$30,077,910$717,752 ▲2.4%58,6680.4%Computer and TechnologyCHRWC.H. Robinson Worldwide$29,965,185$13,528,950 ▲82.3%312,3000.4%TransportationEMEEMCOR Group$29,793,373$13,532,717 ▲83.2%55,7000.4%ConstructionDKSDICK'S Sporting Goods$29,651,719$26,882,379 ▲970.7%149,9000.4%Retail/WholesaleVVisa$29,235,172$16,900,380 ▲137.0%82,3410.4%Business ServicesEIXEdison International$29,138,520$11,800,920 ▲68.1%564,7000.4%UtilitiesPCGPacific Gas & Electric$28,917,401$1,901,416 ▲7.0%2,074,4190.4%UtilitiesCSCOCisco Systems$28,735,670$17,469,884 ▲155.1%414,1780.4%Computer and TechnologyHDHome Depot$28,634,584$18,551,984 ▲184.0%78,1000.4%Retail/WholesaleITWIllinois Tool Works$28,458,475$8,975,175 ▲46.1%115,1000.4%IndustrialsPSAPublic Storage$27,816,216$58,684 ▲0.2%94,8000.4%FinanceSPGSimon Property Group$27,393,504$4,581,660 ▲20.1%170,4000.4%FinanceEXPDExpeditors International of Washington$27,225,775$5,369,750 ▲24.6%238,3000.4%TransportationCBOECboe Global Markets$26,842,471$13,619,464 ▲103.0%115,1000.4%Financial ServicesTE CONNECTIVITY PLC ORD$26,565,525$236,138 ▲0.9%157,5000.4%SHSNOWServiceNow$26,227,349$3,289,856 ▼-11.1%25,5110.4%Computer and TechnologyCCLCarnival$26,221,900$7,190,284 ▲37.8%932,5000.4%Consumer DiscretionaryVERALTO CORP$25,722,060$5,229,210 ▲25.5%254,8000.4%COMShowing largest 100 holdings. 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