Tredje Ap-Fonden Top Holdings and 13F Report (2025) About Tredje Ap-FondenInvestment ActivityTredje Ap-Fonden has $12.55 billion in total holdings as of June 30, 2025.Tredje Ap-Fonden owns shares of 371 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 17.20% of the portfolio was purchased this quarter.About 11.07% of the portfolio was sold this quarter.This quarter, Tredje Ap-Fonden has purchased 432 new stocks and bought additional shares in 182 stocks.Tredje Ap-Fonden sold shares of 60 stocks and completely divested from 77 stocks this quarter.Largest Holdings Microsoft $1,144,389,694NVIDIA $1,024,649,358Apple $604,461,595Amazon.com $585,208,784Meta Platforms $569,093,961 Largest New Holdings this Quarter 049468101 - Atlassian $38,011,746 Holding91347P105 - Universal Display $30,519,442 Holding19260Q107 - Coinbase Global $25,473,262 HoldingG96629103 - Willis Towers Watson Public $12,732,623 Holding209115104 - Consolidated Edison $10,044,031 Holding Largest Purchases this Quarter Alphabet 1,255,470 shares (about $221.25M)Vanguard S&P 500 ETF 339,955 shares (about $193.10M)NVIDIA 918,125 shares (about $145.05M)Microsoft 244,162 shares (about $121.45M)Deckers Outdoor 1,077,965 shares (about $111.11M) Largest Sales this Quarter Apple 415,209 shares (about $85.19M)LINDE PLC 135,076 shares (about $63.37M)Amazon.com 254,229 shares (about $55.78M)Fiserv 277,060 shares (about $47.77M)Wells Fargo & Company 582,032 shares (about $46.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTredje Ap-Fonden Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,144,389,694$121,448,620 ▲11.9%2,300,6979.1%Computer and TechnologyNVDANVIDIA$1,024,649,358$145,054,569 ▲16.5%6,485,5338.2%Computer and TechnologyAAPLApple$604,461,595$85,188,430 ▼-12.4%2,946,1504.8%Computer and TechnologyAMZNAmazon.com$585,208,784$55,775,300 ▼-8.7%2,667,4364.7%Retail/WholesaleMETAMeta Platforms$569,093,961$43,954,736 ▲8.4%771,0364.5%Computer and TechnologyGOOGLAlphabet$487,426,626$221,251,478 ▲83.1%2,765,8553.9%Computer and TechnologyVOOVanguard S&P 500 ETF$327,741,949$193,104,638 ▲143.4%576,9802.6%ETFJPMJPMorgan Chase & Co.$323,476,359$29,206,113 ▲9.9%1,115,7822.6%FinanceMAMastercard$256,174,959$28,931,481 ▲12.7%455,8762.0%Business ServicesLLYEli Lilly and Company$237,548,515$37,542,165 ▲18.8%304,7331.9%MedicalETNEaton$226,182,438$56,924,911 ▲33.6%633,5821.8%IndustrialsBRK.BBerkshire Hathaway$204,144,356$38,232,042 ▲23.0%420,2491.6%FinanceVVisa$153,824,347$30,672,414 ▲24.9%433,2471.2%Business ServicesKOCocaCola$140,496,977$5,038,815 ▲3.7%1,985,8231.1%Consumer StaplesPGProcter & Gamble$138,738,086$10,478,317 ▲8.2%870,8141.1%Consumer StaplesDECKDeckers Outdoor$133,011,628$111,105,852 ▲507.2%1,290,4981.1%Retail/WholesaleABBVAbbVie$132,011,459$7,971,637 ▼-5.7%711,1921.1%MedicalSPYSPDR S&P 500 ETF Trust$128,724,1040.0%208,3421.0%FinanceGOOGAlphabet$127,400,965$10,147,772 ▼-7.4%718,1971.0%Computer and TechnologyWMTWalmart$126,849,700$16,672,663 ▼-11.6%1,297,2971.0%Retail/WholesaleSNPSSynopsys$118,519,824$25,155,669 ▲26.9%231,1770.9%Computer and TechnologyWFCWells Fargo & Company$117,167,007$46,632,404 ▼-28.5%1,462,3940.9%FinanceVRTXVertex Pharmaceuticals$111,568,010$93,096,662 ▲504.0%250,6020.9%MedicalABTAbbott Laboratories$109,236,567$8,719,329 ▲8.7%803,1510.9%MedicalUNHUnitedHealth Group$108,825,742$29,443,728 ▲37.1%348,8340.9%MedicalCRMSalesforce$107,688,280$5,642,501 ▲5.5%394,9110.9%Computer and TechnologyBKNGBooking$107,477,240$11,746,368 ▼-9.9%18,5650.9%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$103,922,445$9,034,913 ▼-8.0%458,8390.8%Computer and TechnologyQAINYLI Hedge Multi-Strategy Tracker ETF$100,192,0000.0%3,100,0000.8%ETFPINSPinterest$99,243,805$69,813,216 ▲237.2%2,767,5350.8%Computer and TechnologySWANAmplify BlackSwan Growth & Treasury Core ETF$98,846,2500.0%3,225,0000.8%ETFMCKMcKesson$97,383,530$3,995,117 ▲4.3%132,8960.8%MedicalFLSPFranklin Systematic Style Premia ETF$96,400,0000.0%4,000,0000.8%ETFTJXTJX Companies$93,496,254$30,848,419 ▲49.2%757,1160.7%Retail/WholesaleBSXBoston Scientific$92,446,498$15,434,387 ▲20.0%860,6880.7%MedicalFIAXNicholas Fixed Income Alternative ETF$90,093,3640.0%4,936,7850.7%ETFPANWPalo Alto Networks$85,484,471$19,916,383 ▲30.4%417,7310.7%Computer and TechnologyTMOThermo Fisher Scientific$81,891,161$25,251,643 ▲44.6%201,9710.7%MedicalXYLXylem$80,483,264$77,316,531 ▲2,441.5%622,1650.6%Business ServicesADIAnalog Devices$79,706,709$28,646,659 ▲56.1%334,8740.6%Computer and TechnologyBACBank of America$75,040,623$464,067 ▲0.6%1,585,8120.6%FinanceHDHome Depot$69,893,316$29,737,070 ▼-29.8%190,6320.6%Retail/WholesaleQCOMQUALCOMM$66,685,347$15,284,501 ▼-18.6%418,7200.5%Computer and TechnologyWMWaste Management$65,832,658$9,528,522 ▲16.9%287,7050.5%Business ServicesTMUST-Mobile US$65,659,214$6,397,519 ▲10.8%275,5780.5%Computer and TechnologyACNAccenture$65,387,268$17,434,254 ▼-21.1%218,7670.5%Computer and TechnologyEMREmerson Electric$64,507,187$35,706,574 ▲124.0%483,8160.5%IndustrialsDISWalt Disney$61,790,710$5,376,826 ▼-8.0%498,2720.5%Consumer DiscretionaryALLAllstate$59,756,055$17,433,446 ▲41.2%296,8360.5%FinancePLDPrologis$56,149,217$2,908,040 ▲5.5%534,1440.4%FinanceHOODRobinhood Markets$55,550,491$11,668,358 ▼-17.4%593,2980.4%FinanceISRGIntuitive Surgical$53,918,227$5,754,168 ▲11.9%99,2220.4%MedicalUBERUber Technologies$52,739,504$20,262,147 ▲62.4%565,2680.4%Computer and TechnologyMNSTMonster Beverage$52,396,794$6,504,350 ▼-11.0%836,4750.4%Consumer StaplesADBEAdobe$50,962,541$17,501,677 ▲52.3%131,7270.4%Computer and TechnologyNXPINXP Semiconductors$49,893,065$3,878,634 ▼-7.2%228,3540.4%Computer and TechnologyORCLOracle$49,440,113$2,533,047 ▲5.4%226,1360.4%Computer and TechnologyUNPUnion Pacific$47,936,247$17,972,469 ▼-27.3%208,3460.4%TransportationSTZConstellation Brands$47,570,397$7,950,334 ▲20.1%292,4170.4%Consumer StaplesKRKroger$47,378,310$9,956,124 ▼-17.4%660,5090.4%Retail/WholesaleNEENextEra Energy$45,886,411$14,520,373 ▲46.3%660,9970.4%UtilitiesCSLCarlisle Companies$45,690,344$20,327,149 ▲80.1%122,3630.4%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$45,529,903$27,518,470 ▼-37.7%575,1630.4%MedicalTXNTexas Instruments$45,026,134$8,304,800 ▲22.6%216,8680.4%Computer and TechnologyVZVerizon Communications$44,391,212$13,206,004 ▲42.3%1,025,9120.4%Computer and TechnologySYKStryker$43,519,300$4,351,930 ▲11.1%110,0000.3%MedicalKKRKKR & Co. Inc.$43,069,260$16,814,992 ▲64.0%323,7560.3%FinanceAMDAdvanced Micro Devices$41,297,298$33,757,725 ▼-45.0%291,0310.3%Computer and TechnologyOKTAOkta$39,109,363$19,737,477 ▲101.9%391,2110.3%Computer and TechnologyWDAYWorkday$39,012,0000.0%162,5500.3%Computer and TechnologyTEAMAtlassian$38,011,746$38,011,746 ▲New Holding187,1670.3%Computer and TechnologySQUARE INC$37,724,585$1,137,488 ▼-2.9%555,3450.3%COMCNPCenterPoint Energy$37,113,645$35,306,331 ▲1,953.5%1,010,1700.3%UtilitiesBDXBecton, Dickinson and Company$36,468,770$2,312,284 ▲6.8%211,7200.3%MedicalMRVLMarvell Technology$36,354,780$25,113,204 ▼-40.9%469,7000.3%Computer and TechnologyTTWOTake-Two Interactive Software$36,249,248$8,907,252 ▲32.6%149,2660.3%Consumer DiscretionaryTAT&T$35,347,171$628,577 ▲1.8%1,221,3950.3%Computer and TechnologyGMGeneral Motors$35,302,072$27,010,581 ▼-43.3%717,3760.3%Auto/Tires/TrucksMELIMercadoLibre$34,813,551$3,449,992 ▲11.0%13,3200.3%Retail/WholesaleLINDE PLC$34,531,648$63,374,958 ▼-64.7%73,6000.3%COMSPGIS&P Global$33,456,5500.0%63,4500.3%FinanceMETMetLife$33,429,709$15,395,846 ▼-31.5%415,6890.3%FinanceCARRCarrier Global$32,935,5000.0%450,0000.3%ConstructionREDDIT INC$32,302,534$12,073,606 ▲59.7%214,5350.3%COMSESEA$31,988,000$6,397,600 ▲25.0%200,0000.3%Computer and TechnologyTYCO ELECTRONICS LTD$31,841,522$6,443,194 ▲25.4%188,7800.3%COMICEIntercontinental Exchange$31,811,863$9,357,337 ▲41.7%173,3900.3%FinanceDOVDover$31,648,218$7,695,660 ▲32.1%172,7240.3%IndustrialsOLEDUniversal Display$30,519,442$30,519,442 ▲New Holding197,5880.2%Computer and TechnologyCMSCMS Energy$29,960,551$23,846,522 ▲390.0%432,4560.2%UtilitiesCOFCapital One Financial$29,786,4000.0%140,0000.2%FinanceDHID.R. Horton$29,174,596$22,780,164 ▼-43.8%226,3000.2%ConstructionTRMBTrimble$28,486,041$4,669,883 ▲19.6%374,9150.2%IndustrialsCBChubb$27,744,456$19,500,184 ▼-41.3%95,7630.2%FinanceROSTRoss Stores$26,159,003$6,085,566 ▲30.3%205,0400.2%Retail/WholesaleVEEVVeeva Systems$26,066,797$2,583,181 ▲11.0%90,5160.2%MedicalEXLSExlService$26,011,260$8,495,260 ▲48.5%594,0000.2%Computer and TechnologyCOINCoinbase Global$25,473,262$25,473,262 ▲New Holding72,6790.2%FinanceAJGArthur J. Gallagher & Co.$25,357,3450.0%79,2120.2%FinanceALGNAlign Technology$24,846,154$3,035,717 ▲13.9%131,2320.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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