AMF Tjanstepension AB Q3 2023 Filing
Filed October 26, 2023
Portfolio Value
$10.3B
Holdings
205
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (205 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ALSALLSTATE CORP | 149,802 | $16.7B | 162.44% | |
| 102 | USBUS BANCORP DEL | 495,218 | $16.4B | 159.82% | |
| 103 | DEDEERE & CO | 43,204 | $16.3B | 158.52% | |
| 104 | NEMNEWMONT CORP | 438,688 | $16.2B | 157.68% | |
| 105 | CLCOLGATE PALMOLIVE CO | 216,126 | $15.4B | 149.37% | |
| 106 | FASTFASTENAL CO | 278,974 | $15.3B | 148.29% | |
| 107 | VLOVALERO ENERGY CORP | 106,205 | $15.1B | 146.44% | |
| 108 | LULULULULEMON ATHLETICA INC | 38,810 | $15.0B | 145.46% | |
| 109 | PPGPPG INDS INC | 113,461 | $14.7B | 143.25% | |
| 110 | CNRCANADIAN NATL RY CO | 132,753 | $14.5B | 141.29% | |
| 111 | SNPSSYNOPSYS INC | 30,925 | $14.2B | 137.95% | |
| 112 | APTVAPTIV PLC | 143,856 | $14.2B | 137.84% | |
| 113 | CBRECBRE GROUP INC | 188,808 | $13.9B | 135.54% | |
| 114 | WELLWELLTOWER INC | 169,582 | $13.9B | 135.17% | |
| 115 | IDXXIDEXX LABS INC | 31,348 | $13.7B | 133.23% | |
| 116 | EWEDWARDS LIFESCIENCES CORP | 197,032 | $13.7B | 132.67% | |
| 117 | MCOMOODYS CORP | 42,910 | $13.6B | 131.91% | |
| 118 | NSCNORFOLK SOUTHN CORP | 68,809 | $13.6B | 131.70% | |
| 119 | 8CWCROWN CASTLE INC | 140,794 | $13.0B | 126.26% | |
| 120 | HALHALLIBURTON CO | 305,400 | $12.4B | 120.29% | |
| 121 | ICEINTERCONTINENTAL EXCHANGE IN | 111,069 | $12.2B | 118.83% | |
| 122 | NUENUCOR CORP | 76,909 | $12.0B | 116.92% | |
| 123 | AFLAFLAC INC | 155,242 | $11.9B | 115.80% | |
| 124 | PSNYPOLESTAR AUTOMOTIVE HLDG UK | 4,400,440 | $11.6B | 112.91% | |
| 125 | CMICUMMINS INC | 50,482 | $11.5B | 112.21% | |
| 126 | BIIBBIOGEN INC | 43,849 | $11.3B | 109.53% | |
| 127 | YUMCYUM CHINA HLDGS INC | 199,304 | $11.1B | 107.96% | |
| 128 | TTTRANE TECHNOLOGIES PLC | 54,680 | $11.1B | 107.84% | |
| 129 | WRKUSDWESTROCK CO | 303,203 | $10.9B | 105.57% | |
| 130 | WYWEYERHAEUSER CO MTN BE | 342,314 | $10.5B | 102.11% | |
| 131 | BKRBAKER HUGHES COMPANY | 295,585 | $10.4B | 101.50% | |
| 132 | EAELECTRONIC ARTS INC | 85,692 | $10.3B | 100.30% | |
| 133 | OKEONEOK INC NEW | 160,125 | $10.2B | 98.71% | |
| 134 | PANWPALO ALTO NETWORKS INC | 43,250 | $10.1B | 98.55% | |
| 135 | DC4DEXCOM INC | 107,530 | $10.0B | 97.51% | |
| 136 | ILMNILLUMINA INC | 72,902 | $10.0B | 97.26% | |
| 137 | MRVLMARVELL TECHNOLOGY INC | 184,819 | $10.0B | 97.24% | |
| 138 | BALLBALL CORP | 200,517 | $10.0B | 97.06% | |
| 139 | FQIDIGITAL RLTY TR INC | 81,245 | $9.8B | 95.71% | |
| 140 | LEALEAR CORP | 73,168 | $9.8B | 95.50% | |
| 141 | TMOTHERMO FISHER SCIENTIFIC INC | 19,300 | $9.8B | 94.96% | |
| 142 | AFWALIGN TECHNOLOGY INC | 31,974 | $9.8B | 94.88% | |
| 143 | COSTCOSTCO WHSL CORP NEW | 17,140 | $9.7B | 94.12% | |
| 144 | CMSCMS ENERGY CORP | 180,883 | $9.6B | 93.49% | |
| 145 | WPMWHEATON PRECIOUS METALS CORP | 231,903 | $9.5B | 92.48% | |
| 146 | GWWGRAINGER W W INC | 13,651 | $9.4B | 91.83% | |
| 147 | —LABORATORY CORP AMER HLDGS | 46,456 | $9.3B | 90.82% | |
| 148 | ESEVERSOURCE ENERGY | 159,679 | $9.3B | 90.40% | |
| 149 | JCIJOHNSON CTLS INTL PLC | 174,536 | $9.3B | 90.27% | |
| 150 | ABGCENCORA INC | 51,244 | $9.2B | 89.65% | |
| 151 | NLYANNALY CAPITAL MANAGEMENT IN | 487,387 | $9.2B | 89.57% | |
| 152 | RFREGIONS FINANCIAL CORP NEW | 532,513 | $9.2B | 89.26% | |
| 153 | CBCHUBB LIMITED | 43,552 | $9.1B | 88.41% | |
| 154 | RIVNRIVIAN AUTOMOTIVE INC | 372,376 | $9.0B | 87.88% | |
| 155 | SBACSBA COMMUNICATIONS CORP NEW | 43,357 | $8.7B | 84.41% | |
| 156 | WTWWILLIS TOWERS WATSON PLC LTD | 41,371 | $8.6B | 84.02% | |
| 157 | ODFLOLD DOMINION FREIGHT LINE IN | 20,766 | $8.5B | 82.59% | |
| 158 | TRVTRAVELERS COMPANIES INC | 51,493 | $8.4B | 81.81% | |
| 159 | ADSKAUTODESK INC | 39,261 | $8.1B | 78.95% | |
| 160 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 55,098 | $7.7B | 75.18% | |
| 161 | ROKROCKWELL AUTOMATION INC | 27,031 | $7.7B | 75.15% | |
| 162 | VFCV F CORP | 436,246 | $7.7B | 75.11% | |
| 163 | BKBANK NEW YORK MELLON CORP | 178,640 | $7.6B | 74.04% | |
| 164 | KRKROGER CO | 169,107 | $7.6B | 73.62% | |
| 165 | GISGENERAL MLS INC | 118,110 | $7.6B | 73.45% | |
| 166 | HPEHEWLETT PACKARD ENTERPRISE C | 427,957 | $7.4B | 72.25% | |
| 167 | IFFINTERNATIONAL FLAVORS&FRAGRA | 108,583 | $7.4B | 72.20% | |
| 168 | NXPINXP SEMICONDUCTORS N V | 36,885 | $7.4B | 71.67% | |
| 169 | WSTWEST PHARMACEUTICAL SVSC INC | 18,737 | $7.0B | 68.33% | |
| 170 | NTRNUTRIEN LTD | 111,379 | $7.0B | 68.01% | |
| 171 | FISFIDELITY NATL INFORMATION SV | 126,165 | $7.0B | 67.86% | |
| 172 | —FREYR BATTERY | 1,400,000 | $6.8B | 66.54% | |
| 173 | EBAEBAY INC. | 153,252 | $6.8B | 65.72% | |
| 174 | KLACKLA CORP | 14,560 | $6.7B | 64.91% | |
| 175 | VRTXVERTEX PHARMACEUTICALS INC | 18,890 | $6.6B | 63.84% | |
| 176 | EIXEDISON INTL | 96,124 | $6.1B | 59.23% | |
| 177 | NIONIO INC | 672,300 | $6.1B | 59.07% | |
| 178 | EMREMERSON ELEC CO | 60,810 | $5.9B | 57.07% | |
| 179 | CFGCITIZENS FINL GROUP INC | 218,665 | $5.9B | 56.96% | |
| 180 | HUBSHUBSPOT INC | 11,241 | $5.5B | 53.81% | |
| 181 | LNGCHENIERE ENERGY INC | 32,416 | $5.4B | 52.28% | |
| 182 | AZOAUTOZONE INC | 2,112 | $5.4B | 52.14% | |
| 183 | WSCWILLSCOT MOBIL MINI HLDNG CO | 124,275 | $5.2B | 50.23% | |
| 184 | TWLOTWILIO INC | 87,901 | $5.1B | 50.00% | |
| 185 | ULTAULTA BEAUTY INC | 12,424 | $5.0B | 48.23% | |
| 186 | WBSWEBSTER FINL CORP | 116,628 | $4.7B | 45.69% | |
| 187 | KMXCARMAX INC | 65,002 | $4.6B | 44.68% | |
| 188 | ADIANALOG DEVICES INC | 26,110 | $4.6B | 44.43% | |
| 189 | ALBALBEMARLE CORP | 25,350 | $4.3B | 41.89% | |
| 190 | BWABORGWARNER INC | 100,930 | $4.1B | 39.60% | |
| 191 | ARMARM HOLDINGS PLC | 75,000 | $4.0B | 39.01% | |
| 192 | AKXANSYS INC | 13,170 | $3.9B | 38.08% | |
| 193 | CAECAE INC | 154,997 | $3.6B | 35.33% | |
| 194 | IPGINTERPUBLIC GROUP COS INC | 114,777 | $3.3B | 31.97% | |
| 195 | BAXBAXTER INTL INC | 83,160 | $3.2B | 30.63% | |
| 196 | AIZASSURANT INC | 20,540 | $2.9B | 28.66% | |
| 197 | JBHTHUNT J B TRANS SVCS INC | 14,573 | $2.7B | 26.70% | |
| 198 | ALLYALLY FINL INC | 99,500 | $2.7B | 25.80% | |
| 199 | OMCOMNICOM GROUP INC | 35,232 | $2.6B | 25.50% | |
| 200 | WDCWESTERN DIGITAL CORP. | 54,988 | $2.5B | 24.39% |