Andra AP-fonden Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$5.6B

Holdings

363

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (363 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
828,100$142.0T2520866.23%
2
NVDANVIDIA CORPORATION
154,400$139.5T2476611.21%
3
MSFTMICROSOFT CORP
247,900$104.3T1851497.91%
4
QCOMQUAL
535,600$90.7T1609722.70%
5
AVGOBROAD
51,800$68.7T1218803.08%
6
ADBEADOBE INC
131,600$66.4T1178844.92%
7
AMATAPPLIED MATLS INC
302,500$62.4T1107466.92%
8
GOOGALPHABET INC
402,500$61.3T1087940.77%
9
GOOGLALPHABET INC
404,306$61.0T1083276.45%
10
METAMETA PLATFORMS INC
122,600$59.5T1056829.20%
11
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
810,697$59.4T1054767.71%
12
NFLXNETFLIX INC
95,900$58.2T1033943.68%
13
NTAPNETAPP INC
535,000$56.2T996948.03%
14
BMYBRISTOL-MYERS SQUIBB CO
1,019,000$55.3T980996.21%
15
7HPHP INC
1,730,700$52.3T928474.10%
16
ABBVABBVIE INC
281,700$51.3T910647.57%
17
FDXFEDEX CORP
163,600$47.4T841482.90%
18
DKSDICKS SPORTING GOODS INC
206,600$46.5T824700.13%
19
ITGARTNER INC
95,200$45.4T805579.32%
20
HDHOME DEPOT INC
117,700$45.1T801509.37%
21
TJXTJX COS INC NEW
425,600$43.2T766264.61%
22
GILDGILEAD SCIENCES INC
572,900$42.0T744972.07%
23
CMCSACOMCAST CORP NEW
962,621$41.7T740794.88%
24
INTUINTUIT
63,900$41.5T737339.93%
25
IBMINTERNATIONAL BUSINESS MACHS
215,400$41.1T730199.69%
26
BKNGBOOKING HOLDINGS INC
11,300$41.0T727754.50%
27
BLDRBUILDERS FIRSTSOURCE INC
193,700$40.4T717122.51%
28
ULTAULTA BEAUTY INC
76,700$40.1T711952.36%
29
KLACKLA CORP
56,700$39.6T703147.65%
30
LOWLOWES COS INC
149,500$38.1T676043.79%
31
KMBKIMBERLY-CLARK CORP
279,500$36.2T641803.06%
32
AWMSKYWORKS SOLUTIONS INC
325,500$35.3T625911.87%
33
BACVERIZON
815,500$34.2T607453.43%
34
VRTXVERTEX PHARMACEUTICALS INC
81,800$34.2T607006.74%
35
UNHUNITEDHEALTH GROUP INC
68,900$34.1T605082.61%
36
CITCINTAS CORP
49,100$33.7T598839.91%
37
ACIALBERTSONS COS INC
1,559,300$33.4T593482.61%
38
CAHCARDINAL HEALTH INC
288,200$32.2T572502.79%
39
LLYELI LILLY & CO
41,400$32.2T571756.55%
40
LULULULULEMON ATHLETICA INC
80,800$31.6T560341.43%
41
CLCOLGATE PALMOLIVE CO
349,985$31.5T559482.73%
42
MCKMCKESSON CORP
58,600$31.5T558475.49%
43
PEGPUBLIC SVC ENTERPRISE GRP IN
468,500$31.3T555404.70%
44
CSCOCISCO SYS INC
625,400$31.2T554113.83%
45
MRKMERCK & CO INC
236,500$31.2T553979.99%
46
ELVELEVANCE HEALTH INC
59,400$30.8T546792.12%
47
DPZDOMINOS PIZZA INC
61,200$30.4T539829.33%
48
JNJJOHNSON & JOHNSON
189,000$29.9T530755.34%
49
CEGCONSTELLATION ENERGY CORP
160,900$29.7T527994.06%
50
MCHPMICROCHIP TECHNOLOGY INC.
331,346$29.7T527686.68%
51
CNCCENTENE CORP DEL
378,700$29.7T527603.71%
52
JPMJPMORGAN CHASE & CO
148,200$29.7T526966.12%
53
WYWEYERHAEUSER CO MTN BE
815,800$29.3T520059.04%
54
OMCOMNI
298,747$28.9T513160.19%
55
HUMHUMANA INC
81,400$28.2T501022.05%
56
CITHE CIGNA GROUP
76,800$27.9T495163.52%
57
AG8AGILENT TECHNOLOGIES INC
191,300$27.8T494152.90%
58
ADSKAUTODESK INC
106,700$27.8T493278.62%
59
BRBROADRIDGE FINL SOLUTIONS IN
134,200$27.5T488048.77%
60
EXPDEXPEDITORS INTL WASH INC
225,600$27.4T486876.77%
61
ABGCENCORA INC
112,800$27.4T486576.40%
62
PCGPG&E CORP
1,623,700$27.2T483095.89%
63
VSTVISTRA CORP
385,900$26.9T477143.97%
64
TAT&T INC
1,510,500$26.6T471940.16%
65
PHMPULTE GROUP INC
220,300$26.6T471723.34%
66
GENGEN DIGITAL INC
1,185,300$26.6T471335.17%
67
FASTFASTENAL CO
343,500$26.5T470391.99%
68
GSGOLDMAN SACHS GROUP INC
62,097$25.9T460445.51%
69
MOHMOLINA HEALTHCARE INC
62,900$25.8T458739.71%
70
RHIROBERT HALF INC.
321,800$25.5T452900.94%
71
REGNREGENERON PHARMACEUTICALS
26,500$25.5T452788.76%
72
HSTHOST HOTELS & RESORTS INC
1,217,000$25.2T446780.96%
73
CRMSALESFORCE INC
80,998$24.4T433065.88%
74
DVADAVITA INC
176,500$24.4T432548.35%
75
GDDYGODADDY INC
204,200$24.2T430216.26%
76
DELLDELL TECHNOLOGIES INC
211,800$24.2T429045.35%
77
ITWILLINOIS TOOL WKS INC
89,900$24.1T428235.30%
78
IRMIRON MTN INC DEL
294,974$23.7T420015.97%
79
COSTCOSTCO WHSL CORP NEW
32,200$23.6T418787.89%
80
FICOFAIR ISAAC CORP
18,800$23.5T417047.85%
81
DOCUDOCUSIGN INC
389,200$23.2T411441.54%
82
LRCXEURLAM RESEARCH CORP
23,500$22.8T405317.63%
83
EAELECTRONIC ARTS INC
171,900$22.8T404857.46%
84
SMCIUSDSUPER MICRO
22,500$22.7T403431.99%
85
AMZNAMAZON
122,800$22.2T393224.25%
86
SPGSIMON PPTY GROUP INC NEW
140,500$22.0T390316.09%
87
EBAEBAY INC.
401,678$21.2T376357.85%
88
ROSTROSS STORES INC
143,000$21.0T372560.91%
89
OCOWENS CORNING NEW
125,800$21.0T372503.39%
90
COFCAPITAL ONE FINL CORP
133,800$19.9T353651.24%
91
CVSCVS HEALTH CORP
248,300$19.8T351572.91%
92
MASMASCO CORP
239,300$18.9T335091.29%
93
FTNTFORTINET INC
275,900$18.8T334571.95%
94
KOCOCA COLA CO
307,500$18.8T333970.52%
95
PAYXPAYCHEX INC
146,600$18.0T319584.63%
96
ADPAUTOMATIC DATA PROCESSING IN
71,500$17.9T316991.55%
97
GWWGRAINGER W W INC
17,200$17.5T310621.16%
98
EIXEDISON INTL
247,300$17.5T310514.09%
99
ROKROCKWELL AUTOMATION INC
58,800$17.1T304099.76%
100
UNPUNION PAC CORP
69,114$17.0T301738.74%
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