AMF Tjanstepension AB
Institutional investor · Portfolio as of Q2 2025
Top Holdings170 positions
Microsoft Corp. | 2.7M | $1.3B | 8.9% | $179.54 | +174.33% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 8.3M | $1.3B | 8.8% | $17.45 | +803.26% | 26 qtrssince 2019-Q1 | Increased 65 |
SPOTIFY TECHNOLOGY S A | 998,894 | $766.5M | 5.1% | $139.00 | +452.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 3.2M | $658.9M | 4.4% | $195.58 | +4.40% | 13 qtrssince 2022-Q2 | Decreased 0 |
Amazon.com, Inc. | 2.4M | $521.4M | 3.5% | $169.94 | +31.40% | 9 qtrssince 2023-Q2 | Decreased 0 |
Visa Inc | 1.4M | $492.7M | 3.3% | $200.16 | +75.67% | 26 qtrssince 2019-Q1 | Decreased 0 |
BK OF AMERICA CORP | 8.9M | $421.6M | 2.8% | $40.32 | +14.27% | 10 qtrssince 2023-Q1 | Increased 78 |
Alphabet Inc. | 2.3M | $412M | 2.7% | $123.71 | +42.89% | 26 qtrssince 2019-Q1 | Increased 58 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.8M | $411.2M | 2.7% | $131.22 | +70.25% | 19 qtrssince 2020-Q4 | Increased 61 |
SALESFORCE COM INC | 1.4M | $394.9M | 2.6% | $250.86 | +7.79% | 26 qtrssince 2019-Q1 | Increased 55 |
Intercontinental Exchange Inc | 2.1M | $392.6M | 2.6% | $149.65 | +20.65% | 26 qtrssince 2019-Q1 | Increased 67 |
Meta Platforms Inc | 507,808 | $374.8M | 2.5% | $525.70 | +39.83% | 6 qtrssince 2024-Q1 | Increased 58 |
Parker-Hannifin Corp. | 533,895 | $373M | 2.5% | $476.83 | +44.93% | 9 qtrssince 2023-Q2 | Increased 67 |
PROLOGIS INC. | 3.4M | $362.9M | 2.4% | $109.15 | -7.45% | 26 qtrssince 2019-Q1 | Increased 63 |
Linde PLC | 763,645 | $358.3M | 2.4% | $427.69 | +7.70% | 10 qtrssince 2023-Q1 | Increased 58 |
ALIBABA GROUP HLDG LTD | 2.7M | $305.7M | 2.0% | $78.24 | +43.64% | 26 qtrssince 2019-Q1 | Increased 58 |
Eli Lilly & Co. | 343,119 | $267.5M | 1.8% | $598.06 | +29.24% | 17 qtrssince 2021-Q2 | Decreased 0 |
Mercadolibre Inc | 95,602 | $249.9M | 1.7% | $1,742.37 | +50.00% | 23 qtrssince 2019-Q4 | Increased 58 |
JPMorgan Chase & Co. | 760,777 | $220.6M | 1.5% | $192.24 | +47.26% | 10 qtrssince 2023-Q1 | Increased 61 |
Colgate-Palmolive Co. | 2.3M | $213.6M | 1.4% | $85.18 | +3.49% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMF Tjanstepension AB manages $15B across 170 positions as of Q2 2025. Top holdings: MSFT (8.9%), NVDA (8.8%), SPOT (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 27 new positions, 82 exits, 60 increased. Top move: BAC (INCREASED, conviction 78). Portfolio: $15.0B across 170 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
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