AMF Tjanstepension AB Q2 2023 Filing
Filed July 5, 2023
Portfolio Value
$10.9B
Holdings
220
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (220 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EWEDWARDS LIFESCIENCES CORP | 197,032 | $18.6B | 171.08% | |
| 102 | VRTXVERTEX PHARMACEUTICALS INC | 52,729 | $18.6B | 170.80% | |
| 103 | AFLAFLAC INC | 261,829 | $18.3B | 168.22% | |
| 104 | DEDEERE & CO | 41,839 | $17.0B | 156.19% | |
| 105 | PPGPPG INDS INC | 113,461 | $16.8B | 154.97% | |
| 106 | PSNYPOLESTAR AUTOMOTIVE HLDG UK | 4,400,440 | $16.8B | 154.73% | |
| 107 | CDNSCADENCE DESIGN SYSTEM INC | 71,634 | $16.8B | 154.63% | |
| 108 | CLCOLGATE PALMOLIVE CO | 216,126 | $16.7B | 153.40% | |
| 109 | FASTFASTENAL CO | 278,974 | $16.5B | 151.61% | |
| 110 | USBUS BANCORP DEL | 495,218 | $16.4B | 151.28% | |
| 111 | CNRCANADIAN NATL RY CO | 132,753 | $16.3B | 149.64% | |
| 112 | IDXXIDEXX LABS INC | 31,348 | $15.7B | 144.91% | |
| 113 | NSCNORFOLK SOUTHN CORP | 68,809 | $15.6B | 143.75% | |
| 114 | NEMNEWMONT CORP | 363,778 | $15.5B | 142.94% | |
| 115 | MCOMOODYS CORP | 42,910 | $14.9B | 137.38% | |
| 116 | MPCMARATHON PETE CORP | 123,985 | $14.5B | 133.21% | |
| 117 | EAELECTRONIC ARTS INC | 111,112 | $14.4B | 132.67% | |
| 118 | DC4DEXCOM INC | 107,530 | $13.8B | 127.19% | |
| 119 | WELLWELLTOWER INC | 169,582 | $13.7B | 126.41% | |
| 120 | SNPSSYNOPSYS INC | 30,925 | $13.5B | 123.94% | |
| 121 | —LABORATORY CORP AMER HLDGS | 54,856 | $13.2B | 121.90% | |
| 122 | CBRECBRE GROUP INC | 163,892 | $13.2B | 121.75% | |
| 123 | URIUNITED RENTALS INC | 29,611 | $13.2B | 121.46% | |
| 124 | —FREYR BATTERY | 1,400,000 | $13.1B | 120.49% | |
| 125 | BKRBAKER HUGHES COMPANY | 412,915 | $13.1B | 120.22% | |
| 126 | ABGAMERISOURCEBERGEN CORP | 67,544 | $13.0B | 119.65% | |
| 127 | NUENUCOR CORP | 76,909 | $12.6B | 116.17% | |
| 128 | ICEINTERCONTINENTAL EXCHANGE IN | 111,069 | $12.6B | 115.67% | |
| 129 | OKEONEOK INC NEW | 202,625 | $12.5B | 115.32% | |
| 130 | BIIBBIOGEN INC | 43,849 | $12.5B | 114.97% | |
| 131 | APTVAPTIV PLC | 122,150 | $12.5B | 114.79% | |
| 132 | FQIDIGITAL RLTY TR INC | 108,845 | $12.4B | 114.22% | |
| 133 | CMICUMMINS INC | 50,482 | $12.4B | 114.04% | |
| 134 | JCIJOHNSON CTLS INTL PLC | 174,536 | $11.9B | 109.46% | |
| 135 | ILMNILLUMINA INC | 63,407 | $11.9B | 109.43% | |
| 136 | WYWEYERHAEUSER CO MTN BE | 342,314 | $11.5B | 105.68% | |
| 137 | ESEVERSOURCE ENERGY | 159,679 | $11.3B | 104.38% | |
| 138 | YUMCYUM CHINA HLDGS INC | 199,304 | $11.3B | 103.67% | |
| 139 | MRVLMARVELL TECHNOLOGY INC | 184,819 | $11.0B | 101.70% | |
| 140 | GWWGRAINGER W W INC | 13,651 | $10.8B | 99.12% | |
| 141 | CMSCMS ENERGY CORP | 180,883 | $10.6B | 97.81% | |
| 142 | TTTRANE TECHNOLOGIES PLC | 54,680 | $10.5B | 96.27% | |
| 143 | LEALEAR CORP | 71,628 | $10.3B | 94.70% | |
| 144 | BALLBALL CORP | 175,348 | $10.2B | 93.99% | |
| 145 | HALHALLIBURTON CO | 305,400 | $10.1B | 92.80% | |
| 146 | SBACSBA COMMUNICATIONS CORP NEW | 43,357 | $10.1B | 92.54% | |
| 147 | NLYANNALY CAPITAL MANAGEMENT IN | 487,387 | $9.8B | 90.58% | |
| 148 | WTWWILLIS TOWERS WATSON PLC LTD | 41,371 | $9.7B | 89.67% | |
| 149 | MTDMETTLER TOLEDO INTERNATIONAL | 6,995 | $9.2B | 84.45% | |
| 150 | COSTCOSTCO WHSL CORP NEW | 16,950 | $9.1B | 83.99% | |
| 151 | GISGENERAL MLS INC | 118,110 | $9.1B | 83.47% | |
| 152 | TRVTRAVELERS COMPANIES INC | 51,493 | $9.0B | 82.40% | |
| 153 | ROKROCKWELL AUTOMATION INC | 27,031 | $8.9B | 82.02% | |
| 154 | BSXBOSTON SCIENTIFIC CORP | 163,810 | $8.9B | 81.56% | |
| 155 | IFFINTERNATIONAL FLAVORS&FRAGRA | 108,583 | $8.7B | 79.79% | |
| 156 | BAXBAXTER INTL INC | 187,666 | $8.6B | 78.86% | |
| 157 | AFWALIGN TECHNOLOGY INC | 24,197 | $8.6B | 78.77% | |
| 158 | CBCHUBB LIMITED | 43,062 | $8.3B | 76.59% | |
| 159 | RFREGIONS FINANCIAL CORP NEW | 457,596 | $8.2B | 75.26% | |
| 160 | ADSKAUTODESK INC | 39,261 | $8.0B | 73.94% | |
| 161 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 54,568 | $8.0B | 73.92% | |
| 162 | BKBANK NEW YORK MELLON CORP | 178,640 | $8.0B | 73.29% | |
| 163 | KRKROGER CO | 169,107 | $8.0B | 73.22% | |
| 164 | VFCV F CORP | 414,095 | $7.9B | 72.93% | |
| 165 | ODFLOLD DOMINION FREIGHT LINE IN | 20,766 | $7.7B | 70.68% | |
| 166 | NXPINXP SEMICONDUCTORS N V | 36,885 | $7.5B | 69.49% | |
| 167 | CSCOCISCO SYS INC | 139,540 | $7.3B | 67.00% | |
| 168 | WSTWEST PHARMACEUTICAL SVSC INC | 18,737 | $7.2B | 65.96% | |
| 169 | WRKUSDWESTROCK CO | 244,073 | $7.1B | 65.31% | |
| 170 | KLACKLA CORP | 14,560 | $7.1B | 65.00% | |
| 171 | FISFIDELITY NATL INFORMATION SV | 126,165 | $6.9B | 63.62% | |
| 172 | EBAEBAY INC. | 153,252 | $6.9B | 63.09% | |
| 173 | PODDINSULET CORP | 23,283 | $6.7B | 61.79% | |
| 174 | ABBVABBVIE INC | 49,717 | $6.7B | 61.65% | |
| 175 | EIXEDISON INTL | 96,124 | $6.7B | 61.50% | |
| 176 | NTRNUTRIEN LTD | 111,379 | $6.7B | 61.42% | |
| 177 | ELLAUDER ESTEE COS INC | 31,776 | $6.2B | 57.50% | |
| 178 | BBYBEST BUY INC | 75,650 | $6.2B | 57.19% | |
| 179 | HUBSHUBSPOT INC | 11,241 | $6.0B | 55.05% | |
| 180 | ISRGINTUITIVE SURGICAL INC | 17,310 | $5.9B | 54.47% | |
| 181 | ULTAULTA BEAUTY INC | 12,424 | $5.8B | 53.81% | |
| 182 | CFGCITIZENS FINL GROUP INC | 218,665 | $5.7B | 52.62% | |
| 183 | KMBKIMBERLY-CLARK CORP | 41,023 | $5.7B | 52.27% | |
| 184 | HPEHEWLETT PACKARD ENTERPRISE C | 331,090 | $5.6B | 51.20% | |
| 185 | RMERESMED INC | 25,179 | $5.5B | 50.67% | |
| 186 | KMXCARMAX INC | 65,002 | $5.4B | 50.07% | |
| 187 | DECKDECKERS OUTDOOR CORP | 9,988 | $5.3B | 48.51% | |
| 188 | AZOAUTOZONE INC | 2,112 | $5.3B | 48.46% | |
| 189 | EMREMERSON ELEC CO | 56,470 | $5.1B | 46.98% | |
| 190 | EDCONSOLIDATED EDISON INC | 56,255 | $5.1B | 46.81% | |
| 191 | LNGCHENIERE ENERGY INC | 32,416 | $4.9B | 45.47% | |
| 192 | BWABORGWARNER INC | 99,200 | $4.9B | 44.65% | |
| 193 | LULULULULEMON ATHLETICA INC | 12,320 | $4.7B | 42.92% | |
| 194 | IPGINTERPUBLIC GROUP COS INC | 119,530 | $4.6B | 42.44% | |
| 195 | WBSWEBSTER FINL CORP | 116,628 | $4.4B | 40.61% | |
| 196 | AKXANSYS INC | 12,940 | $4.3B | 39.33% | |
| 197 | AMCRAMCOR PLC | 425,332 | $4.2B | 39.07% | |
| 198 | WSCWILLSCOT MOBIL MINI HLDNG CO | 86,780 | $4.1B | 38.17% | |
| 199 | ALBALBEMARLE CORP | 18,030 | $4.0B | 37.02% | |
| 200 | DFSEURDISCOVER FINL SVCS | 30,380 | $3.6B | 32.77% |