Andra Ap-Fonden Top Holdings and 13F Report (2026)

About Andra Ap-Fonden

Investment Activity

Andra Ap-Fonden has $8.39 billion in total holdings as of March 31, 2026.
Andra Ap-Fonden owns shares of 396 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 40.61% of the portfolio was purchased this quarter.
About 32.38% of the portfolio was sold this quarter.
This quarter, Andra Ap-Fonden has purchased 402 new stocks and bought additional shares in 173 stocks.
Andra Ap-Fonden sold shares of 162 stocks and completely divested from 66 stocks this quarter.

Largest Holdings

NVIDIA: $614,375,971
Apple: $553,177,688
Microsoft: $382,404,859
AstraZeneca: $347,127,640
Amazon.com: $289,797,500

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $347,127,640 Holding
866966104 - SUNBELT RENTALS HOLDINGS INC: $26,220,000 Holding
064149107 - Bank of Nova Scotia: $20,698,603 Holding
775109200 - Rogers Communication: $20,607,130 Holding
G7997R103 - Seagate Technology: $12,805,459 Holding

Largest Purchases this Quarter

AstraZeneca: 236,302 shares (about $347.13M)
NVIDIA: 1,430,621 shares (about $249.50M)
Apple: 917,479 shares (about $232.85M)
Microsoft: 470,798 shares (about $174.28M)
Alphabet: 468,938 shares (about $134.52M)

Largest Sales this Quarter

KLA: 80,092 shares (about $117.93M)
Qualcomm: 716,916 shares (about $92.32M)
Applied Materials: 217,611 shares (about $74.38M)
Ulta Beauty: 126,582 shares (about $66.17M)
LAM RESEARCH CORP: 284,061 shares (about $60.69M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$614,375,971	$249,500,302 ▲	68.4%	3,522,798	7.3%	Computer and Technology
AAPL Apple	$553,177,688	$232,846,995 ▲	72.7%	2,179,667	6.6%	Computer and Technology
MSFT Microsoft	$382,404,859	$174,275,296 ▲	83.7%	1,033,052	4.6%	Computer and Technology
AZNCF AstraZeneca	$347,127,640	$347,127,640 ▲	New Holding	236,302	4.1%	Medical
AMZN Amazon.com	$289,797,500	$121,097,134 ▲	71.8%	1,391,451	3.5%	Retail/Wholesale
GOOGL Alphabet	$245,902,621	$118,779,821 ▲	93.4%	855,135	2.9%	Computer and Technology
GOOG Alphabet	$206,647,346	$134,519,555 ▲	186.5%	720,377	2.5%	Computer and Technology
AVGO Broadcom	$201,088,647	$100,093,367 ▲	99.1%	649,700	2.4%	Computer and Technology
META Meta Platforms	$185,885,609	$103,791,247 ▲	126.4%	324,901	2.2%	Computer and Technology
LLY Eli Lilly and Company	$117,025,096	$40,472,639 ▲	52.9%	127,233	1.4%	Medical
JPM JPMorgan Chase & Co.	$112,570,620	$41,677,766 ▲	58.8%	382,685	1.3%	Finance
JNJ Johnson & Johnson	$97,257,054	$13,632,908 ▲	16.3%	397,877	1.2%	Medical
WALMART INC	$86,876,691	$47,542,071 ▲	120.9%	699,040	1.0%	COM
MA Mastercard	$69,697,074	$6,709,435 ▲	10.7%	139,489	0.8%	Business Services
MU Micron Technology	$68,838,954	$6,688,218 ▲	10.8%	203,762	0.8%	Computer and Technology
V Visa	$68,600,622	$5,699,944 ▲	9.1%	226,974	0.8%	Business Services
AMD Advanced Micro Devices	$64,322,125	$44,854,688 ▲	230.4%	316,188	0.8%	Computer and Technology
COST Costco Wholesale	$62,398,439	$46,176,559 ▲	284.7%	62,622	0.7%	Retail/Wholesale
ABBV AbbVie	$61,726,054	$18,914,888 ▲	44.2%	283,811	0.7%	Medical
PALANTIR TECHNOLOGIES INC	$59,638,356	$3,315,144 ▲	5.9%	407,700	0.7%	CL A
KO CocaCola	$50,861,023	$16,243,063 ▲	46.9%	668,784	0.6%	Consumer Staples
GE GE Aerospace	$48,487,780	$32,205,909 ▲	197.8%	170,870	0.6%	Aerospace
HD Home Depot	$47,413,440	$16,905,604 ▲	55.4%	144,162	0.6%	Retail/Wholesale
NFLX Netflix	$46,651,018	$17,260,848 ▼	-27.0%	485,190	0.6%	Consumer Discretionary
CSCO Cisco Systems	$44,549,618	$8,355,590 ▲	23.1%	574,167	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$43,843,901	$7,652,248 ▼	-14.9%	364,485	0.5%	Medical
PEP PepsiCo	$43,185,217	$30,464,326 ▲	239.5%	278,094	0.5%	Consumer Staples
PG Procter & Gamble	$41,639,741	$30,451,563 ▲	272.2%	288,284	0.5%	Consumer Staples
TJX TJX Companies	$39,964,126	$8,872,133 ▼	-18.2%	250,245	0.5%	Retail/Wholesale
BAC Bank of America	$39,732,128	$23,926,549 ▲	151.4%	815,018	0.5%	Finance
LAM RESEARCH CORP	$38,189,375	$60,692,474 ▼	-61.4%	178,739	0.5%	COM
AEM Agnico Eagle Mines	$35,454,660	$1,390,955 ▼	-3.8%	125,561	0.4%	Basic Materials
RY Royal Bank Of Canada	$35,323,476	$31,702,233 ▲	875.5%	157,077	0.4%	Finance
WFC Wells Fargo & Company	$35,004,517	$3,574,489 ▲	11.4%	439,700	0.4%	Finance
QCOM Qualcomm	$34,459,468	$92,324,444 ▼	-72.8%	267,584	0.4%	Computer and Technology
KGC Kinross Gold	$33,554,979	$25,506,432 ▼	-43.2%	788,972	0.4%	Basic Materials
NEE NextEra Energy	$33,482,776	$22,109,248 ▲	194.4%	360,495	0.4%	Utilities
NU NU	$33,413,124	$12,223,122 ▲	57.7%	2,325,200	0.4%	Finance
ORCL Oracle	$33,038,846	$15,207,349 ▲	85.3%	224,586	0.4%	Computer and Technology
AMAT Applied Materials	$32,090,321	$74,377,263 ▼	-69.9%	93,889	0.4%	Computer and Technology
GILD Gilead Sciences	$31,023,901	$36,263,934 ▼	-53.9%	222,601	0.4%	Medical
ARISTA NETWORKS INC	$30,695,000	$5,647,880 ▲	22.5%	250,000	0.4%	COM
SHOPIFY INC	$30,571,093	$19,115,929 ▲	166.9%	185,212	0.4%	CL A
APH Amphenol	$30,271,944	$14,840,187 ▲	96.2%	239,588	0.4%	Computer and Technology
BKNG Booking	$29,943,796	$3,460,883 ▲	13.1%	7,112	0.4%	Retail/Wholesale
WELL Welltower	$29,834,439	$3,123,818 ▲	11.7%	150,900	0.4%	Finance
LINDE PLC	$29,807,570	$7,840,444 ▲	35.7%	60,125	0.4%	SHS
IBM International Business Machines	$29,789,731	$5,768,882 ▲	24.0%	122,900	0.4%	Computer and Technology
DIS Walt Disney	$29,677,330	$956,090 ▲	3.3%	307,920	0.4%	Consumer Discretionary
ADI Analog Devices	$29,480,761	$14,284,486 ▲	94.0%	92,666	0.4%	Computer and Technology
GS The Goldman Sachs Group	$29,268,716	$1,556,622 ▼	-5.0%	34,597	0.3%	Finance
ALNY Alnylam Pharmaceuticals	$28,685,436	$12,625,006 ▲	78.6%	86,697	0.3%	Medical
MS Morgan Stanley	$28,506,815	$25,281,737 ▲	783.9%	173,220	0.3%	Finance
TMO Thermo Fisher Scientific	$28,417,315	$26,537,704 ▲	1,411.9%	57,814	0.3%	Medical
UNH UnitedHealth Group	$27,333,649	$21,599,306 ▲	376.7%	101,015	0.3%	Medical
MCD McDonald's	$27,091,875	$24,617,987 ▲	995.1%	87,171	0.3%	Retail/Wholesale
AXP American Express	$27,017,514	$6,751,354 ▲	33.3%	89,320	0.3%	Finance
ECL Ecolab	$26,294,747	$839,293 ▼	-3.1%	98,845	0.3%	Basic Materials
SUNBELT RENTALS HOLDINGS INC	$26,220,000	$26,220,000 ▲	New Holding	5,520	0.3%	SHS
APPLOVIN CORP	$25,737,068	$15,719,806 ▼	-37.9%	64,666	0.3%	COM
PH Parker-Hannifin	$25,681,750	$12,185,112 ▲	90.3%	28,687	0.3%	Industrials
INTC Intel	$25,490,415	$17,095,344 ▲	203.6%	577,621	0.3%	Computer and Technology
C Citigroup	$25,460,545	$6,906,669 ▼	-21.3%	224,500	0.3%	Financial Services
CM Canadian Imperial Bank of Commerce	$25,424,553	$5,070,039 ▼	-16.6%	192,844	0.3%	Finance
TXN Texas Instruments	$24,594,820	$25,337,988 ▼	-50.7%	126,686	0.3%	Computer and Technology
INCY Incyte	$24,381,598	$12,918,158 ▼	-34.6%	259,048	0.3%	Medical
SHW Sherwin-Williams	$24,163,059	$4,603,098 ▲	23.5%	75,380	0.3%	Basic Materials
SCHW Charles Schwab	$24,122,035	$5,385,618 ▲	28.7%	256,672	0.3%	Finance
MMM 3M	$24,121,686	$2,449,885 ▼	-9.2%	166,093	0.3%	Multi-Sector Conglomerates
UBER Uber Technologies	$23,664,970	$3,991,971 ▼	-14.4%	329,000	0.3%	Computer and Technology
NEM Newmont	$23,382,325	$8,302,450 ▼	-26.2%	216,003	0.3%	Basic Materials
REDDIT INC	$23,173,265	$13,999,830 ▲	152.6%	172,100	0.3%	CL A
DOORDASH INC	$23,168,145	$7,081,074 ▲	44.0%	154,300	0.3%	CL A
ISRG Intuitive Surgical	$23,072,550	$13,446,157 ▲	139.7%	50,050	0.3%	Medical
WDC Western Digital	$22,109,041	$48,326,555 ▼	-68.6%	81,737	0.3%	Computer and Technology
HCA HCA Healthcare	$22,016,545	$597,702 ▲	2.8%	46,523	0.3%	Medical
MDT Medtronic	$21,950,958	$901,160 ▼	-3.9%	253,329	0.3%	Medical
FAST Fastenal	$21,762,482	$25,941,359 ▼	-54.4%	469,019	0.3%	Retail/Wholesale
INTU Intuit	$21,740,066	$6,606,766 ▼	-23.3%	50,280	0.3%	Computer and Technology
LOW Lowe's Companies	$21,717,204	$16,919,302 ▼	-43.8%	91,913	0.3%	Retail/Wholesale
GRMN Garmin	$21,659,526	$1,796,685 ▼	-7.7%	93,356	0.3%	Computer and Technology
SYK Stryker	$21,376,422	$4,960,066 ▲	30.2%	65,055	0.3%	Medical
ABT Abbott Laboratories	$21,222,710	$12,166,395 ▼	-36.4%	206,708	0.3%	Medical
T AT&T	$21,127,535	$14,248,962 ▼	-40.3%	728,787	0.3%	Computer and Technology
NOW ServiceNow	$21,106,554	$2,354,466 ▼	-10.0%	201,880	0.3%	Computer and Technology
PLD Prologis	$20,755,961	$13,747,910 ▲	196.2%	157,028	0.2%	Finance
IQV IQVIA	$20,704,409	$15,775,803 ▲	320.1%	121,405	0.2%	Medical
BNS Bank of Nova Scotia	$20,698,603	$20,698,603 ▲	New Holding	214,560	0.2%	Finance
RCI Rogers Communication	$20,607,130	$20,607,130 ▲	New Holding	385,180	0.2%	Utilities
VRT Vertiv	$20,415,504	$3,488,324 ▲	20.6%	81,473	0.2%	Computer and Technology
ROK Rockwell Automation	$20,356,750	$2,462,993 ▲	13.8%	56,723	0.2%	Computer and Technology
CB Chubb	$20,221,675	$15,704,285 ▲	347.6%	62,043	0.2%	Finance
BMY Bristol Myers Squibb	$20,175,950	$21,163,089 ▼	-51.2%	332,662	0.2%	Medical
NBIX Neurocrine Biosciences	$19,522,682	$10,577,536 ▲	118.2%	148,191	0.2%	Medical
EIX Edison International	$19,392,407	$2,019,475 ▲	11.6%	264,996	0.2%	Utilities
VZ Verizon Communications	$19,384,328	$19,073,891 ▼	-49.6%	386,142	0.2%	Computer and Technology
MNST Monster Beverage	$19,381,673	$11,229,923 ▲	137.8%	267,481	0.2%	Consumer Staples
VERALTO CORP	$19,328,612	$2,970,912 ▲	18.2%	218,600	0.2%	COM
FIX Comfort Systems USA	$19,323,787	$8,567,665 ▲	79.7%	14,013	0.2%	Construction
COF Capital One Financial	$19,323,533	$12,242,513 ▼	-38.8%	105,923	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Andra Ap-Fonden Top Holdings and 13F Report (2026)

About Andra Ap-Fonden

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Andra Ap-Fonden Top Holdings and 13F Report (2026)

About Andra Ap-Fonden

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAndra Ap-Fonden

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools