FORSTA AP-FONDEN Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$11.3B
Holdings
573
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (573 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | VICIVICI Properties Inc | 375,500 | $10.8B | 95.34% | |
| 202 | TELTE Connectivity Ltd | 71,300 | $10.7B | 95.08% | |
| 203 | MMM3M Co | 104,854 | $10.7B | 94.99% | |
| 204 | SMCIUSDSuper Micro Computer Inc | 13,064 | $10.7B | 94.89% | |
| 205 | NTAPNetApp Inc | 83,000 | $10.7B | 94.77% | |
| 206 | PLTRPalantir Technologies Inc | 421,100 | $10.7B | 94.56% | |
| 207 | MLMMartin Marietta Materials Inc | 19,600 | $10.6B | 94.14% | |
| 208 | FITBFifth Third Bancorp | 288,900 | $10.5B | 93.45% | |
| 209 | PYPLPayPal Holdings Inc | 180,800 | $10.5B | 93.01% | |
| 210 | TFCTruist Financial Corp | 270,000 | $10.5B | 92.99% | |
| 211 | APDAir Products and Chemicals Inc | 40,300 | $10.4B | 92.19% | |
| 212 | CAHCardinal Health Inc | 105,600 | $10.4B | 92.04% | |
| 213 | AONAon PLC | 34,800 | $10.2B | 90.57% | |
| 214 | WELLWelltower Inc | 97,900 | $10.2B | 90.48% | |
| 215 | FFord Motor Co | 808,000 | $10.1B | 89.83% | |
| 216 | AJGArthur J Gallagher & Co | 38,400 | $10.0B | 88.27% | |
| 217 | CMICummins Inc | 35,740 | $9.9B | 87.74% | |
| 218 | ORealty Income Corp | 186,300 | $9.8B | 87.24% | |
| 219 | GMGeneral Motors Co | 211,300 | $9.8B | 87.02% | |
| 220 | CARRCarrier Global Corp | 155,200 | $9.8B | 86.79% | |
| 221 | ETREntergy Corp | 90,100 | $9.6B | 85.46% | |
| 222 | RCLRoyal Caribbean Cruises Ltd | 59,800 | $9.5B | 84.52% | |
| 223 | AZOAutoZone Inc | 3,200 | $9.5B | 84.09% | |
| 224 | 7HPHP Inc | 269,600 | $9.4B | 83.70% | |
| 225 | CDWCDW Corp/DE | 42,100 | $9.4B | 83.54% | |
| 226 | NEMNewmont Corp | 224,600 | $9.4B | 83.37% | |
| 227 | SESea Ltd | 131,600 | $9.4B | 83.32% | |
| 228 | DRIDarden Restaurants Inc | 61,900 | $9.4B | 83.04% | |
| 229 | ACGLArch Capital Group Ltd | 92,300 | $9.3B | 82.56% | |
| 230 | HUBBHubbell Inc | 25,300 | $9.2B | 81.97% | |
| 231 | ZBHZimmer Biomet Holdings Inc | 85,100 | $9.2B | 81.87% | |
| 232 | BNBrookfield Corp | 219,400 | $9.1B | 80.88% | |
| 233 | GDDYGoDaddy Inc | 65,300 | $9.1B | 80.88% | |
| 234 | EXPDExpeditors International of Wa | 73,000 | $9.1B | 80.76% | |
| 235 | FICOFair Isaac Corp | 6,100 | $9.1B | 80.50% | |
| 236 | VMCVulcan Materials Co | 36,500 | $9.1B | 80.46% | |
| 237 | ROSTRoss Stores Inc | 62,129 | $9.0B | 80.04% | |
| 238 | FQIDigital Realty Trust Inc | 59,300 | $9.0B | 79.93% | |
| 239 | LIILennox International Inc | 16,800 | $9.0B | 79.68% | |
| 240 | CPRTCopart Inc | 165,300 | $9.0B | 79.36% | |
| 241 | WECWEC Energy Group Inc | 112,700 | $8.8B | 78.39% | |
| 242 | AIGAmerican International Group I | 118,400 | $8.8B | 77.93% | |
| 243 | AMCRAmcor PLC | 896,500 | $8.8B | 77.72% | |
| 244 | WSMWilliams-Sonoma Inc | 31,000 | $8.8B | 77.60% | |
| 245 | MCHPMicrochip Technology Inc | 95,500 | $8.7B | 77.47% | |
| 246 | DECKDeckers Outdoor Corp | 9,000 | $8.7B | 77.23% | |
| 247 | GEVGE Vernova Inc | 50,731 | $8.7B | 77.13% | |
| 248 | CHDChurch & Dwight Co Inc | 83,900 | $8.7B | 77.11% | |
| 249 | DELLDell Technologies Inc | 62,900 | $8.7B | 76.90% | |
| 250 | STZConstellation Brands Inc | 33,700 | $8.7B | 76.86% | |
| 251 | PSAPublic Storage | 30,100 | $8.7B | 76.76% | |
| 252 | NSCNorfolk Southern Corp | 40,000 | $8.6B | 76.13% | |
| 253 | SYFSynchrony Financial | 181,500 | $8.6B | 75.92% | |
| 254 | XELXcel Energy Inc | 160,100 | $8.6B | 75.80% | |
| 255 | GEHCGE HealthCare Technologies Inc | 109,675 | $8.5B | 75.76% | |
| 256 | STESTERIS PLC | 38,800 | $8.5B | 75.52% | |
| 257 | RSGRepublic Services Inc | 43,600 | $8.5B | 75.12% | |
| 258 | MANHManhattan Associates Inc | 34,098 | $8.4B | 74.57% | |
| 259 | PNRPentair PLC | 109,600 | $8.4B | 74.50% | |
| 260 | KHCKraft Heinz Co/The | 259,700 | $8.4B | 74.18% | |
| 261 | URIUnited Rentals Inc | 12,900 | $8.3B | 73.96% | |
| 262 | LVSLas Vegas Sands Corp | 188,500 | $8.3B | 73.95% | |
| 263 | QSRRestaurant Brands Internationa | 118,300 | $8.3B | 73.89% | |
| 264 | BGBunge Global SA | 77,300 | $8.3B | 73.17% | |
| 265 | ZSZscaler Inc | 42,600 | $8.2B | 72.58% | |
| 266 | KELKellanova | 141,400 | $8.2B | 72.30% | |
| 267 | HUMHumana Inc | 21,800 | $8.1B | 72.21% | |
| 268 | DC4Dexcom Inc | 71,800 | $8.1B | 72.17% | |
| 269 | BAMBrookfield Asset Management Lt | 213,400 | $8.1B | 72.01% | |
| 270 | TROWT Rowe Price Group Inc | 70,100 | $8.1B | 71.66% | |
| 271 | TTDTrade Desk Inc/The | 81,900 | $8.0B | 70.92% | |
| 272 | HSTHost Hotels & Resorts Inc | 443,800 | $8.0B | 70.74% | |
| 273 | PEOExelon Corp | 230,100 | $8.0B | 70.60% | |
| 274 | WCNWaste Connections Inc | 45,200 | $7.9B | 70.27% | |
| 275 | LYVLive Nation Entertainment Inc | 84,100 | $7.9B | 69.89% | |
| 276 | PODDInsulet Corp | 38,700 | $7.8B | 69.23% | |
| 277 | SRESempra | 102,300 | $7.8B | 68.97% | |
| 278 | DFSEURDiscover Financial Services | 59,400 | $7.8B | 68.89% | |
| 279 | AEPAmerican Electric Power Co Inc | 88,100 | $7.7B | 68.52% | |
| 280 | WABWestinghouse Air Brake Technol | 48,500 | $7.7B | 67.95% | |
| 281 | SNOWSnowflake Inc | 56,700 | $7.7B | 67.90% | |
| 282 | DDOGDatadog Inc | 58,900 | $7.6B | 67.72% | |
| 283 | COINCoinbase Global Inc | 34,300 | $7.6B | 67.57% | |
| 284 | CBOECboe Global Markets Inc | 44,600 | $7.6B | 67.24% | |
| 285 | CTSHCognizant Technology Solutions | 109,458 | $7.4B | 65.99% | |
| 286 | DHIDR Horton Inc | 52,300 | $7.4B | 65.34% | |
| 287 | MPWRMonolithic Power Systems Inc | 8,900 | $7.3B | 64.83% | |
| 288 | FTNTFortinet Inc | 121,200 | $7.3B | 64.75% | |
| 289 | IRIngersoll Rand Inc | 79,300 | $7.2B | 63.86% | |
| 290 | AMEAMETEK Inc | 43,200 | $7.2B | 63.84% | |
| 291 | MRNAModerna Inc | 60,500 | $7.2B | 63.69% | |
| 292 | ARESAres Management Corp | 53,300 | $7.1B | 62.97% | |
| 293 | GGGGraco Inc | 89,400 | $7.1B | 62.83% | |
| 294 | KVUEKenvue Inc | 382,375 | $7.0B | 61.62% | |
| 295 | EMEEMCOR Group Inc | 18,981 | $6.9B | 61.43% | |
| 296 | PWRQuanta Services Inc | 27,100 | $6.9B | 61.04% | |
| 297 | GISGeneral Mills Inc | 108,800 | $6.9B | 61.01% | |
| 298 | DOCUDocuSign Inc | 128,000 | $6.8B | 60.71% | |
| 299 | CTVACorteva Inc | 126,600 | $6.8B | 60.53% | |
| 300 | XYLXylem Inc/NY | 50,000 | $6.8B | 60.12% |