AMF Tjanstepension AB 13F holdings
AMF Tjanstepension AB reported 120 positions with a total reported value of $16.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-06. Top holdings by reported value: NVDA NVIDIA CORPORATION (9.5%), GOOGL ALPHABET INC (7.0%), MSFT MICROSOFT CORP (6.2%), AAPL APPLE INC (5.6%), TSM TAIWAN SEMICONDUCTOR MANUFAC (4.4%). Against 2026-03-31 it opened 8 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 7,974,683 | $1.6B | 9.5% |
| GOOGL ALPHABET INC | 3,316,996 | $1.2B | 7.0% |
| MSFT MICROSOFT CORP | 2,825,808 | $1.1B | 6.2% |
| AAPL APPLE INC | 3,258,851 | $943.0M | 5.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,555,194 | $742.7M | 4.4% |
| AMZN AMAZON COM INC | 2,466,179 | $587.8M | 3.5% |
| LLY ELI LILLY & CO | 478,077 | $573.4M | 3.4% |
| BAC BANK OF AMER CORP | 9,562,619 | $544.9M | 3.2% |
| WDC WESTERN DIGITAL CORP | 850,847 | $543.5M | 3.2% |
| V VISA INC | 1,423,049 | $488.2M | 2.9% |
| LIN LINDE PLC | 890,930 | $462.3M | 2.7% |
| PLD PROLOGIS INC. | 3,101,097 | $420.1M | 2.5% |
| PH PARKER-HANNIFIN CORP | 360,645 | $352.8M | 2.1% |
| AVGO BROADCOM INC | 831,667 | $314.2M | 1.9% |
| META META PLATFORMS INC | 520,699 | $293.3M | 1.7% |
| MU MICRON TECHNOLOGY INC | 253,300 | $292.4M | 1.7% |
| JPM JPMORGAN CHASE & CO | 853,194 | $279.3M | 1.7% |
| ICE INTERCONTINENTAL EXCHANGE IN | 2,162,201 | $266.2M | 1.6% |
| MELI MERCADOLIBRE INC | 156,128 | $265.0M | 1.6% |
| KO COCA COLA CO | 2,910,053 | $236.5M | 1.4% |
| SPOT SPOTIFY TECHNOLOGY S A | 500,000 | $229.6M | 1.4% |
| FIX COMFORT SYS USA INC | 109,590 | $217.2M | 1.3% |
| BABA ALIBABA GROUP HLDG LTD | 2,160,591 | $207.4M | 1.2% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 412,511 | $206.4M | 1.2% |
| KLAC KLA CORP | 675,450 | $203.8M | 1.2% |
New positions this quarter
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 253,300 | $292.4M | 1.7% |
| CSCO CISCO SYS INC | 839,133 | $98.6M | 0.6% |
| MRVL MARVELL TECHNOLOGY INC | 19,463 | $5.8M | <0.1% |
| COHR COHERENT CORP | 5,503 | $2.2M | <0.1% |
| NBIS NEBIUS GROUP N.V. | 6,735 | $1.9M | <0.1% |
| BIRK BIRKENSTOCK HOLDING PLC | 37,359 | $1.6M | <0.1% |
| EW EDWARDS LIFESCIENCES CORP | 15,985 | $1.4M | <0.1% |
| FLEX FLEX LTD | 6,376 | $1.0M | <0.1% |
Sold out
Biggest increases and decreases
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP | 64,544 | 675,450 | +946.5% | $203.8M |
| AMD ADVANCED MICRO DEVICES INC | 16,419 | 24,687 | +50.4% | $14.3M |
| YUM YUM BRANDS INC | 551,573 | 579,067 | +5.0% | $92.6M |
| CLS CELESTICA INC | 2,754 | 11,549 | +319.4% | $4.2M |
| MS MORGAN STANLEY | 348,619 | 360,596 | +3.4% | $75.4M |
| META META PLATFORMS INC | 516,431 | 520,699 | +0.8% | $293.3M |
| ITT ITT INC | 33,048 | 44,854 | +35.7% | $8.9M |
| LEVI LEVI STRAUSS & CO NEW | 172,045 | 249,510 | +45.0% | $6.2M |
| AVGO BROADCOM INC | 827,049 | 831,667 | +0.6% | $314.2M |
| GOOGL ALPHABET INC | 3,312,183 | 3,316,996 | +0.1% | $1.2B |
| APP APPLOVIN CORP | 43,658 | 45,925 | +5.2% | $23.7M |
| URI UNITED RENTALS INC | 82,696 | 83,698 | +1.2% | $94.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WDC WESTERN DIGITAL CORP | 1,373,910 | 850,847 | -38.1% | $543.5M |
| PLD PROLOGIS INC. | 3,808,772 | 3,101,097 | -18.6% | $420.1M |
| NVDA NVIDIA CORPORATION | 8,192,840 | 7,974,683 | -2.7% | $1.6B |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,632,738 | 1,555,194 | -4.7% | $742.7M |
| VLO VALERO ENERGY CORP | 111,753 | 55,525 | -50.3% | $14.5M |
| GS GOLDMAN SACHS GROUP INC | 141,495 | 128,848 | -8.9% | $130.3M |
| LIN LINDE PLC | 908,456 | 890,930 | -1.9% | $462.3M |
| SLB SLB LIMITED | 1,280,458 | 1,150,790 | -10.1% | $53.5M |
| ROL ROLLINS INC | 3,669,234 | 3,555,642 | -3.1% | $148.4M |
| BABA ALIBABA GROUP HLDG LTD | 2,206,634 | 2,160,591 | -2.1% | $207.4M |
| ICE INTERCONTINENTAL EXCHANGE IN | 2,197,714 | 2,162,201 | -1.6% | $266.2M |
| AMZN AMAZON COM INC | 2,478,996 | 2,466,179 | -0.5% | $587.8M |
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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