Andra AP-fonden

CIK: 0001535452SEC EDGAR →

Portfolio Value

$8.1T

Holdings

402

As of

Q4 2025

New Positions

41

Closed Positions

104

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

2,092,177$390.0B
4.82%
2

APPLE INC

1,262,188$343.0B
4.24%
3

MICROSOFT CORP

562,254$271.0B
3.35%
4

AMAZON

810,008$186.0B
2.30%
5

QUAL

984,500$168.0B
2.08%
6

ALPHABET INC CAP STK

442,074$138.0B
1.70%
7

BROAD

326,307$112.0B
1.38%
8

KLA CORP

92,860$112.0B
1.38%
9

META PLATFORMS INC

143,489$94.0B
1.16%
10

ULTA BEAUTY INC

154,580$93.0B
1.15%

Quarterly Changes

Top Buys

MSFT↑ Increased
$206.9B
NVDA↑ Increased
$184.8B
AAPL↑ Increased
$146.0B
AMZN↑ Increased
$140.0B
GOOGL↑ Increased
$109.9B

Top Sells

APP↓ Decreased
$110.8B
LRCX↓ Decreased
$90.7B
QCOM↓ Decreased
$77.7B
KLAC↓ Decreased
$70.0B
FOXA↓ Decreased
$54.6B

New Positions (74)

$57.0B · 49K shares
$42.0B · 239K shares
$24.0B · 290K shares
$19.0B · 104K shares
$18.0B · 44K shares
$17.0B · 57K shares
$14.0B · 106K shares
$12.0B · 48K shares
$11.0B · 77K shares
$11.0B · 88K shares
$11.0B · 210K shares
$10.0B · 114K shares
$10.0B · 119K shares
$10.0B · 155K shares
$9.0B · 493K shares
$9.0B · 68K shares
$8.0B · 16K shares
$8.0B · 280K shares
$7.0B · 8K shares
$7.0B · 209K shares
$6.0B · 53K shares
$6.0B · 29K shares
$6.0B · 11K shares
$6.0B · 24K shares
$6.0B · 36K shares
$6.0B · 50K shares
$5.0B · 30K shares
$5.0B · 374K shares
$5.0B · 35K shares
$5.0B · 11K shares
$5.0B · 40K shares
$4.0B · 52K shares
$4.0B · 60K shares
$4.0B · 42K shares
$4.0B · 17K shares
$4.0B · 20K shares
$4.0B · 32K shares
$4.0B · 59K shares
$3.0B · 55K shares
$3.0B · 4K shares
$3.0B · 42K shares
$3.0B · 2K shares
$3.0B · 16K shares
$3.0B · 20K shares
$2.0B · 30K shares
$2.0B · 15K shares
$2.0B · 6K shares
$2.0B · 10K shares
$2.0B · 2K shares
$2.0B · 65K shares
$2.0B · 17K shares
$2.0B · 10K shares
$2.0B · 8K shares
$2.0B · 19K shares
$2.0B · 17K shares
$2.0B · 33K shares
$1.0B · 43K shares
$1.0B · 11K shares
$1.0B · 22K shares
$1.0B · 53K shares
$1.0B · 30K shares
$1.0B · 3K shares
$1.0B · 21K shares
$1.0B · 53K shares
$1.0B · 7K shares
$1.0B · 6K shares
$1.0B · 4K shares
$0 · 3K shares
$0 · 6K shares
$0 · 19K shares
$0 · 11K shares
$0 · 6K shares
$0 · 2K shares
$0 · 13K shares

Closed Positions (76)

$31.4B · 237K shares
$21.0B · 256K shares
$10.0B · 56K shares
$9.1B · 39K shares
$8.9B · 92K shares
$7.9B · 63K shares
$7.7B · 142K shares
$6.5B · 261K shares
$6.4B · 96K shares
$6.3B · 38K shares
$6.0B · 133K shares
$5.9B · 31K shares
$5.8B · 291K shares
$5.7B · 77K shares
$5.5B · 14K shares
$5.3B · 99K shares
$4.3B · 40K shares
$3.9B · 12K shares
$3.8B · 51K shares
$3.7B · 105K shares
$3.1B · 97K shares
$3.0B · 11K shares
$3.0B · 19K shares
$2.8B · 158K shares
$2.5B · 48K shares
$2.5B · 44K shares
$2.5B · 22K shares
$2.2B · 22K shares
$2.2B · 11K shares
$2.1B · 21K shares
$2.1B · 21K shares
$2.0B · 48K shares
$2.0B · 20K shares
$2.0B · 13K shares
$2.0B · 20K shares
$1.9B · 11K shares
$1.9B · 158K shares
$1.9B · 7K shares
$1.9B · 61K shares
$1.8B · 22K shares
$1.8B · 15K shares
$1.8B · 15K shares
$1.7B · 20K shares
$1.7B · 33K shares
$1.5B · 84K shares
$1.5B · 9K shares
$1.5B · 39K shares
$1.4B · 6K shares
$1.4B · 50K shares
$1.3B · 39K shares
$1.3B · 32K shares
$1.3B · 96K shares
$1.3B · 18K shares
$1.2B · 26K shares
$1.2B · 9K shares
$1.2B · 16K shares
$1.2B · 9K shares
$1.1B · 26K shares
$763.4M · 2K shares
$670.5M · 6K shares
$651.9M · 8K shares
$596.2M · 47K shares
$565.2M · 2K shares
$544.0M · 3K shares
$542.8M · 18K shares
$384.4M · 13K shares
$324.9M · 2K shares
$285.4M · 4K shares
$282.6M · 24K shares
$257.0M · 19K shares
$246.5M · 10K shares
$244.1M · 4K shares
$243.0M · 6K shares
$241.7M · 9K shares
$212.2M · 582 shares
$201.4M · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Technology93$3.1T39.5%
Healthcare41$860.0B10.9%
Financial Services53$818.0B10.4%
Consumer Cyclical40$786.0B10.0%
Communication Services22$718.0B9.1%
Industrials53$573.0B7.3%
Basic Materials19$249.0B3.2%
Consumer Defensive15$236.0B3.0%
Real Estate24$220.0B2.8%
Unknown22$198.0B2.5%
Utilities19$112.0B1.4%
Energy1$6.0B0.1%