AMF Tjanstepension AB Q2 2024 Filing

Filed July 10, 2024

Portfolio Value

$13.4B

Holdings

222

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (222 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,749,526$1.2T9165.28%
2
NVDANVIDIA CORPORATION
7,870,267$972.3B7250.64%
3
GOOGALPHABET INC
3,677,668$674.6B5030.59%
4
AAPLAPPLE INC
2,791,637$588.0B4385.22%
5
VVISA INC
1,995,560$523.8B3906.31%
6
SPOTSPOTIFY TECHNOLOGY S A
1,500,000$470.7B3510.00%
7
PHPARKER-HANNIFIN CORP
758,262$383.6B2860.54%
8
BACBANK AMERICA CORP
9,327,332$370.9B2766.23%
9
CRMSALESFORCE INC
1,442,453$370.9B2765.67%
10
GSGOLDMAN SACHS GROUP INC
810,836$366.8B2735.16%
11
AMZNAMAZON COM INC
1,829,976$353.6B2637.18%
12
ALCALCON AG
3,950,301$352.9B2631.48%
13
WMWASTE MGMT INC DEL
1,561,939$333.2B2484.99%
14
URIUNITED RENTALS INC
457,056$295.6B2204.55%
15
VRTXVERTEX PHARMACEUTICALS INC
549,700$257.7B1921.39%
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,463,150$254.3B1896.44%
17
TECK/BTECK RESOURCES LTD
4,383,031$210.0B1566.26%
18
BABAALIBABA GROUP HLDG LTD
2,610,884$188.2B1403.43%
19
QCOMQUALCOMM INC
891,950$177.7B1324.83%
20
METAMETA PLATFORMS INC
345,045$174.0B1297.56%
21
AVGOBROADCOM INC
106,031$170.3B1270.10%
22
LINLINDE PLC
375,818$164.9B1229.78%
23
DECKDECKERS OUTDOOR CORP
159,954$154.8B1154.58%
24
GOOGLALPHABET INC
799,460$145.6B1086.11%
25
MUMICRON TECHNOLOGY INC
1,100,010$144.7B1078.94%
26
LLYELI LILLY & CO
155,234$140.6B1048.23%
27
MLB1MERCADOLIBRE INC
82,528$135.6B1011.39%
28
COPCONOCOPHILLIPS
1,111,390$127.2B948.83%
29
TSLATESLA INC
601,803$119.1B888.03%
30
WPMWHEATON PRECIOUS METALS CORP
1,608,134$84.4B629.28%
31
JPMJPMORGAN CHASE & CO.
404,334$81.8B610.33%
32
MNSTMONSTER BEVERAGE CORP NEW
1,636,769$81.8B609.67%
33
ADBEADOBE INC
145,694$80.9B603.57%
34
KEYSKEYSIGHT TECHNOLOGIES INC
535,398$73.2B545.98%
35
UNHUNITEDHEALTH GROUP INC
137,653$70.1B523.06%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
169,346$68.9B513.72%
37
PGPROCTER AND GAMBLE CO
352,375$58.2B433.76%
38
PLDPROLOGIS INC.
509,801$57.3B427.16%
39
JNJJOHNSON & JOHNSON
372,264$54.5B406.25%
40
HDHOME DEPOT INC
154,355$53.2B396.60%
41
CMSCMS ENERGY CORP
796,882$47.5B354.06%
42
MRKMERCK & CO INC
374,553$46.5B346.44%
43
SJMSMUCKER J M CO
425,048$46.4B345.84%
44
BACVERIZON COMMUNICATIONS INC
1,111,691$46.0B342.76%
45
EDCONSOLIDATED EDISON INC
497,982$44.6B332.32%
46
NFLXNETFLIX INC
63,759$43.0B320.88%
47
PEPPEPSICO INC
253,793$41.9B312.80%
48
MAMASTERCARD INCORPORATED
81,384$35.9B267.80%
49
MCDMCDONALDS CORP
139,729$35.6B265.80%
50
AMDADVANCED MICRO DEVICES INC
199,772$32.4B241.65%
51
AMGNAMGEN INC
103,002$32.2B240.26%
52
LOWLOWES COS INC
139,619$30.8B229.73%
53
TJXTJX COS INC NEW
276,968$30.5B227.54%
54
PFEPFIZER INC
1,038,192$29.1B217.05%
55
CMCSACOMCAST CORP NEW
700,152$27.5B204.75%
56
EVRGEVERGY INC
498,730$26.4B197.00%
57
PGRPROGRESSIVE CORP
124,670$25.9B193.12%
58
DISDISNEY WALT CO
258,384$25.7B191.31%
59
ELVELEVANCE HEALTH INC
47,249$25.6B191.00%
60
CATCATERPILLAR INC
76,734$25.6B190.72%
61
UNPUNION PAC CORP
112,723$25.5B190.38%
62
IBMINTERNATIONAL BUSINESS MACHS
138,656$24.0B179.15%
63
GILDGILEAD SCIENCES INC
349,429$24.0B179.08%
64
MRSHMARSH & MCLENNAN COS INC
113,181$23.9B177.94%
65
BMYBRISTOL-MYERS SQUIBB CO
570,762$23.8B177.12%
66
AXPAMERICAN EXPRESS CO
100,833$23.4B174.24%
67
BKNGBOOKING HOLDINGS INC
5,888$23.3B174.00%
68
KOCOCA COLA CO
364,851$23.2B173.37%
69
CAGCONAGRA BRANDS INC
814,665$23.2B172.80%
70
BLKCHFBLACKROCK INC
28,976$22.8B170.29%
71
ETNEATON CORP PLC
72,426$22.7B169.52%
72
SRESEMPRA
296,981$22.6B168.76%
73
DWDMORGAN STANLEY
231,181$22.5B167.81%
74
LNGCHENIERE ENERGY INC
128,446$22.5B167.48%
75
NINISOURCE INC
765,557$22.1B164.47%
76
PRUPRUDENTIAL FINL INC
180,609$21.2B158.09%
77
PNCPNC FINL SVCS GROUP INC
134,842$21.0B156.57%
78
CLCOLGATE PALMOLIVE CO
216,126$21.0B156.52%
79
AEEAMEREN CORP
294,964$21.0B156.41%
80
GISGENERAL MLS INC
324,588$20.6B153.25%
81
CITHE CIGNA GROUP
62,050$20.5B153.05%
82
ACNACCENTURE PLC IRELAND
67,573$20.5B153.01%
83
WECWEC ENERGY GROUP INC
260,402$20.4B152.36%
84
MPCMARATHON PETE CORP
114,663$19.9B148.44%
85
AFLAFLAC INC
222,535$19.9B148.33%
86
CSXCSX CORP
594,215$19.9B148.30%
87
PSXPHILLIPS 66
136,865$19.3B144.25%
88
ESEVERSOURCE ENERGY
339,631$19.3B143.97%
89
NKENIKE INC
255,540$19.3B143.83%
90
CPBCAMPBELL SOUP CO
421,555$19.1B142.34%
91
KMBKIMBERLY-CLARK CORP
137,599$19.0B141.99%
92
HIGHARTFORD FINL SVCS GROUP INC
185,781$18.7B139.38%
93
OKEONEOK INC NEW
227,709$18.6B138.73%
94
HLTHILTON WORLDWIDE HLDGS INC
84,865$18.5B138.10%
95
MMM3M CO
180,614$18.5B137.79%
96
USBUS BANCORP DEL
455,191$18.1B135.21%
97
HBANHUNTINGTON BANCSHARES INC
1,363,640$18.0B134.56%
98
DYHTARGET CORP
121,615$18.0B134.41%
99
PEOEXELON CORP
513,426$17.8B132.69%
100
EIXEDISON INTL
247,157$17.8B132.49%
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