AMF Tjanstepension AB
Institutional investor · Portfolio as of Q1 2025
Top Holdings225 positions
MICROSOFT CORP | 2.7M | $1B | 7.6% | $179.54 | +106.66% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.9M | $861M | 6.4% | $10.67 | +912.83% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.3M | $739.7M | 5.5% | $195.58 | +12.88% | 12 qtrssince 2022-Q2 | Decreased 0 |
AMAZON COM INC | 3.3M | $624.6M | 4.6% | $169.70 | +12.11% | 8 qtrssince 2023-Q2 | Decreased 0 |
SPOTIFY TECHNOLOGY S A | 1.1M | $605M | 4.5% | $139.00 | +295.72% | 25 qtrssince 2019-Q1 | Unchanged 0 |
VISA INC | 1.6M | $546M | 4.0% | $200.16 | +73.11% | 25 qtrssince 2019-Q1 | Decreased 0 |
SALESFORCE INC | 1.4M | $378.4M | 2.8% | $249.90 | +5.96% | 25 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC | 2.1M | $333.1M | 2.5% | $118.97 | +30.70% | 25 qtrssince 2019-Q1 | Increased 55 |
LINDE PLC | 706,879 | $329.2M | 2.4% | $420.37 | +8.59% | 9 qtrssince 2023-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 2.5M | $327.3M | 2.4% | $75.25 | +71.23% | 25 qtrssince 2019-Q1 | Decreased 0 |
PROLOGIS INC. | 2.9M | $325.9M | 2.4% | $110.65 | -3.83% | 25 qtrssince 2019-Q1 | Increased 60 |
ELI LILLY & CO | 363,280 | $300.1M | 2.2% | $598.06 | +36.65% | 16 qtrssince 2021-Q2 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 1.7M | $288.8M | 2.1% | $141.05 | +20.03% | 25 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 471,191 | $271.6M | 2.0% | $509.43 | +12.59% | 5 qtrssince 2024-Q1 | Increased 54 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.6M | $263.9M | 1.9% | $118.13 | +38.11% | 18 qtrssince 2020-Q4 | Increased 60 |
COLGATE PALMOLIVE CO | 2.7M | $257.3M | 1.9% | $85.18 | +6.08% | 25 qtrssince 2019-Q1 | Increased 52 |
PARKER-HANNIFIN CORP | 416,384 | $253.1M | 1.9% | $416.37 | +44.03% | 8 qtrssince 2023-Q2 | Decreased 0 |
BANK OF AMER CORP | 5.5M | $228.1M | 1.7% | $36.70 | +10.06% | 9 qtrssince 2023-Q1 | Decreased 0 |
TECK RESOURCES LTD | 5.7M | $207.8M | 1.5% | $44.74 | -16.67% | 10 qtrssince 2022-Q4 | Decreased 0 |
MERCK & CO INC | 2M | $182.4M | 1.3% | $92.35 | -7.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMF Tjanstepension AB manages $13.5B across 225 positions as of Q1 2025. Top holdings: MSFT (7.6%), NVDA (6.4%), AAPL (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 12 new positions, 37 exits, 28 increased. Top move: CRM (INCREASED, conviction 63). Portfolio: $13.5B across 225 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR