Andra AP-fonden Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$7.2B
Holdings
467
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (467 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,243,300 | $196.4B | 2732.45% | |
| 2 | QCOMQUAL | 1,041,521 | $165.9B | 2307.39% | |
| 3 | AAPLAPPLE INC | 790,500 | $162.2B | 2256.12% | |
| 4 | KLACKLA CORP | 118,333 | $106.0B | 1474.47% | |
| 5 | APPAPPLOVIN CORP | 276,600 | $96.8B | 1347.00% | |
| 6 | NTAPNETAPP INC | 789,164 | $84.1B | 1169.68% | |
| 7 | METAMETA PLATFORMS INC | 100,589 | $74.2B | 1032.78% | |
| 8 | ITGARTNER INC | 175,800 | $71.1B | 988.52% | |
| 9 | GDDYGODADDY INC | 381,310 | $68.7B | 955.09% | |
| 10 | AMATAPPLIED MATLS INC | 373,933 | $68.5B | 952.27% | |
| 11 | WSMWILLIAMS SONOMA INC | 406,300 | $66.4B | 923.35% | |
| 12 | LRCXLAM RESEARCH CORP | 663,995 | $64.6B | 899.09% | |
| 13 | GILDGILEAD SCIENCES INC | 577,800 | $64.1B | 891.13% | |
| 14 | ADBEADOBE INC | 152,619 | $59.0B | 821.36% | |
| 15 | NFLXNETFLIX INC | 44,000 | $58.9B | 819.64% | |
| 16 | MSFTMICROSOFT CORP | 116,986 | $58.2B | 809.46% | |
| 17 | BACVERIZON | 1,317,600 | $57.0B | 793.08% | |
| 18 | FOXFOX CORP CL B | 1,081,700 | $55.8B | 776.88% | |
| 19 | WMTWALMART INC | 548,188 | $53.6B | 745.64% | |
| 20 | LOWLOWES COS INC | 238,200 | $52.8B | 735.17% | |
| 21 | GOOGLALPHABET INC CAP STK | 299,512 | $52.8B | 734.25% | |
| 22 | FOXAFOX CORP CL A | 920,800 | $51.6B | 717.81% | |
| 23 | MAMASTERCARD INCORPORATED | 89,800 | $50.5B | 701.96% | |
| 24 | CRMSALESFORCE INC | 174,145 | $47.5B | 660.58% | |
| 25 | COFCAPITAL ONE FINL CORP | 221,131 | $47.0B | 654.47% | |
| 26 | PLTRPALANTIR TECHNOLOGIES INC | 341,074 | $46.5B | 646.78% | |
| 27 | DELLDELL TECHNOLOGIES INC | 374,110 | $45.9B | 638.02% | |
| 28 | SPOTSPOTIFY TECHNOLOGY S A | 59,698 | $45.8B | 637.23% | |
| 29 | AMZNAMAZON | 203,966 | $44.7B | 622.47% | |
| 30 | EAELECTRONIC ARTS INC | 279,500 | $44.6B | 620.92% | |
| 31 | GOOGALPHABET INC | 251,400 | $44.6B | 620.36% | |
| 32 | MRKMERCK & CO INC | 561,600 | $44.5B | 618.41% | |
| 33 | FTNTFORTINET INC | 418,620 | $44.3B | 615.64% | |
| 34 | STXSEAGATE TECHNOLOGY HLDNGS PL ORD | 299,000 | $43.2B | 600.31% | |
| 35 | ACNACCENTURE PLC IRELAND | 144,377 | $43.2B | 600.28% | |
| 36 | TMUST-MOBILE US INC | 176,100 | $42.0B | 583.66% | |
| 37 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 537,349 | $41.9B | 583.26% | |
| 38 | FASTFASTENAL CO | 966,100 | $40.6B | 564.44% | |
| 39 | FISVFISERV INC | 232,395 | $40.1B | 557.36% | |
| 40 | NXPINXP SEMICONDUCTORS N V | 181,400 | $39.6B | 551.34% | |
| 41 | ADSKAUTODESK INC | 127,949 | $39.6B | 550.99% | |
| 42 | TJXTJX COS INC NEW | 320,000 | $39.5B | 549.70% | |
| 43 | TERTERADYNE INC | 433,524 | $39.0B | 542.27% | |
| 44 | KMBKIMBERLY-CLARK CORP | 301,500 | $38.9B | 540.70% | |
| 45 | MPWRMONOLITHIC PWR SYS INC | 53,119 | $38.9B | 540.43% | |
| 46 | FICOFAIR ISAAC CORP | 21,000 | $38.4B | 533.99% | |
| 47 | CEGCONSTELLATION ENERGY CORP | 117,420 | $37.9B | 527.19% | |
| 48 | GENGEN DIGITAL INC | 1,282,300 | $37.7B | 524.43% | |
| 49 | DASHDOORDASH INC | 152,000 | $37.5B | 521.22% | |
| 50 | PYPLPAYPAL HLDGS INC | 504,000 | $37.5B | 521.05% | |
| 51 | 7HPHP INC | 1,529,700 | $37.4B | 520.49% | |
| 52 | KGCKINROSS GOLD CORP | 1,726,300 | $36.7B | 511.02% | |
| 53 | MMM3M CO | 237,462 | $36.2B | 502.89% | |
| 54 | CLXCLOROX CO DEL | 300,059 | $36.0B | 501.17% | |
| 55 | PINSPINTEREST INC | 1,000,356 | $35.9B | 499.01% | |
| 56 | AVGOBROAD | 129,057 | $35.6B | 494.86% | |
| 57 | BKNGBOOKING HOLDINGS INC | 6,100 | $35.3B | 491.25% | |
| 58 | KELKELLANOVA | 432,600 | $34.4B | 478.59% | |
| 59 | VRSNVERISIGN INC | 118,300 | $34.2B | 475.26% | |
| 60 | NUNU HLDGS LTD ORD SHS | 2,487,100 | $34.1B | 474.67% | |
| 61 | UTHUNITED THERAPEUTICS CORP DEL | 118,400 | $34.0B | 473.27% | |
| 62 | SYFSYNCHRONY FINANCIAL | 509,300 | $34.0B | 472.83% | |
| 63 | CMCANADIAN IMPERIAL BK | 348,200 | $33.7B | 468.19% | |
| 64 | UPSUNITED PARCEL SERVICE INC | 332,983 | $33.6B | 467.55% | |
| 65 | ANETARISTA NETWORKS INC | 324,751 | $33.2B | 462.18% | |
| 66 | ROSTROSS STORES INC | 259,400 | $33.1B | 460.36% | |
| 67 | BMYBRISTOL-MYERS SQUIBB CO | 712,909 | $33.0B | 459.06% | |
| 68 | DVADAVITA INC | 231,184 | $32.9B | 458.11% | |
| 69 | BBYBEST BUY INC | 490,300 | $32.9B | 457.85% | |
| 70 | TAT&T INC | 1,137,100 | $32.9B | 457.77% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 111,500 | $32.9B | 457.21% | |
| 72 | GWWGRAINGER W W INC | 31,400 | $32.7B | 454.37% | |
| 73 | CITCINTAS CORP | 144,900 | $32.3B | 449.23% | |
| 74 | ONON SEMICONDUCTOR CORP | 614,549 | $32.2B | 448.04% | |
| 75 | GSGOLDMAN SACHS GROUP INC | 45,197 | $32.0B | 444.98% | |
| 76 | UHSUNIVERSAL HLTH SVCS INC | 176,410 | $32.0B | 444.54% | |
| 77 | JNJJOHNSON & JOHNSON | 208,700 | $31.9B | 443.46% | |
| 78 | UNHUNITEDHEALTH GROUP INC | 101,500 | $31.7B | 440.48% | |
| 79 | TRVCCITIGROUP INC | 369,000 | $31.4B | 436.92% | |
| 80 | CBRECBRE GROUP INC | 220,100 | $30.8B | 429.01% | |
| 81 | PGRPROGRESSIVE CORP | 113,500 | $30.3B | 421.33% | |
| 82 | JPMJPMORGAN CHASE & CO. | 104,400 | $30.3B | 421.03% | |
| 83 | SNPSSYNOPSYS INC | 58,668 | $30.1B | 418.40% | |
| 84 | CHRWC H ROBINSON WORLDWIDE INC | 312,300 | $30.0B | 416.83% | |
| 85 | EMEEMCOR GROUP INC | 55,700 | $29.8B | 414.44% | |
| 86 | DKSDICKS SPORTING GOODS INC | 149,900 | $29.7B | 412.47% | |
| 87 | VVISA INC | 82,341 | $29.2B | 406.68% | |
| 88 | EIXEDISON INTL | 564,700 | $29.1B | 405.34% | |
| 89 | PCGPG&E CORP | 2,074,419 | $28.9B | 402.26% | |
| 90 | CSCOCISCO SYS INC | 414,178 | $28.7B | 399.73% | |
| 91 | HDHOME DEPOT INC | 78,100 | $28.6B | 398.33% | |
| 92 | ITWILLINOIS TOOL WKS INC | 115,100 | $28.5B | 395.88% | |
| 93 | PSAPUBLIC STORAGE OPER CO | 94,800 | $27.8B | 386.94% | |
| 94 | SPGSIMON PPTY GROUP INC NEW | 170,400 | $27.4B | 381.06% | |
| 95 | EXPDEXPEDITORS INTL WASH INC | 238,300 | $27.2B | 378.73% | |
| 96 | CBOECBOE GLOBAL MKTS INC | 115,100 | $26.8B | 373.40% | |
| 97 | TELTE CONNECTIVITY PLC ORD | 157,500 | $26.6B | 369.54% | |
| 98 | NOWSERVICENOW INC | 25,511 | $26.2B | 364.84% | |
| 99 | CCLCARNIVAL CORP | 932,500 | $26.2B | 364.76% | |
| 100 | VLTOVERALTO CORP | 254,800 | $25.7B | 357.81% |
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