Andra AP-fonden Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$6.1B

Holdings

463

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (463 positions)

StockValue
GLWCORNING INC
$1.2B
SANMSANMINA CORPORATION
$1.2B
DDOMINION ENERGY INC
$1.2B
MKSIMKS INSTRS INC
$1.2B
PORPORTLAND GEN ELEC CO
$1.2B
IDAIDACORP INC
$1.2B
FNFABRINET
$1.1B
GRABGRAB HOLDINGS LIMITED CLASS A
$1.1B
BDCBELDEN INC
$1.1B
COHRCOHERENT CORP
$1.1B
RDDTREDDIT INC
$1.1B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.1B
ASMLASML HOLDING N V N Y REGISTRY
$1.1B
NEENEXTERA ENERGY INC
$1.1B
VECOVEECO INSTRS INC DEL
$1.1B
LFUSLITTELFUSE INC
$1.1B
UCTTULTRA CLEAN HLDGS INC
$1.1B
CRDOCREDO TECHNOLOGY GROUP HOLDI
$1.1B
KLICKULICKE & SOFFA INDS INC
$1.1B
AEISADVANCED ENERGY INDS
$1.1B
FMFFORMFACTOR INC
$1.1B
SUISUN CMNTYS INC
$1.1B
SNDKSANDISK CORP
$1.1B
LSCCLATTICE SEMICONDUCTOR CORP
$1.0B
AJGGALLAGHER ARTHUR J & CO
$1.0B
ACLSAXCELIS TECHNOLOGIES INC
$992.9M
AIZASSURANT INC
$964.9M
STTSTATE STR CORP
$949.0M
SUXTD SYNNEX CORPORATION
$937.6M
MKLMARKEL GROUP INC
$916.1M
AMHAMERICAN HOMES 4 RENT
$907.4M
SSENTINELONE INC
$861.0M
AMCRAMCOR PLC
$835.0M
SMCISUPER MICRO
$819.1M
WSOWATSCO INC
$803.1M
IDIINTERDIGITAL INC
$773.0M
HHYATT HOTELS CORP
$771.8M
CLVTCLARIVATE PLC ORD
$755.3M
LITELUMENTUM HLDGS INC
$740.5M
CHDCHURCH & DWIGHT CO INC
$726.6M
CSLCARLISLE COS INC
$714.7M
IOTSAMSARA INC
$708.4M
PLUSEPLUS INC
$705.8M
WYNNWYNN RESORTS LTD
$696.5M
ABGCENCORA INC
$695.2M
CMGCHIPOTLE MEXICAN GRILL INC
$622.6M
BDXBECTON DICKINSON & CO
$618.5M
ZZILLOW GROUP INC
$603.3M
TRVTRAVELERS
$528.9M
GILGILDAN ACTIVEWEAR INC
$496.2M
INFA1EURINFORMATICA INC
$455.2M
DOCNDIGITALOCEAN HLDGS INC
$452.4M
KSSKOHLS CORP
$400.0M
VMCVULCAN MATLS CO
$349.9M
FQIDIGITAL RLTY TR INC
$343.2M
BACBANK AMERICA CORP
$283.8M
EMNEASTMAN CHEM CO
$273.1M
CHTRCHARTER
$262.0M
DAYDAYFORCE INC
$230.7M
GWREGUIDEWIRE SOFTWARE INC
$230.5M
MCDMCDONALDS CORP
$218.7M
TTEKTETRA TECH INC NEW
$211.8M
WBAWALGREENS BOOTS ALLIANCE INC
$211.6M
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