FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q1 2021
Top Holdings536 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.5M | $423.6M | 5.9% | $107.57 | +10.40% | 5 qtrssince 2020-Q1 | Increased 61 |
MICROSOFT CORP | 1.5M | $349.3M | 4.9% | $176.16 | +26.58% | 5 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 86,500 | $267.6M | 3.7% | $122.46 | +24.74% | 9 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 65,200 | $134.9M | 1.9% | $68.46 | +49.00% | 9 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 64,200 | $132.4M | 1.9% | $67.36 | +50.78% | 5 qtrssince 2020-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 439,400 | $129.4M | 1.8% | $200.74 | +42.47% | 5 qtrssince 2020-Q1 | Increased 50 |
TESLA INC | 157,800 | $105.4M | 1.5% | $151.14 | +40.18% | 5 qtrssince 2020-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 606,600 | $92.3M | 1.3% | $94.99 | +43.21% | 7 qtrssince 2019-Q3 | Increased 55 |
JOHNSON & JOHNSON | 516,200 | $84.8M | 1.2% | $118.89 | +21.17% | 9 qtrssince 2019-Q1 | Increased 48 |
PROCTER & GAMBLE CO/THE | 526,700 | $71.3M | 1.0% | $102.93 | +14.26% | 7 qtrssince 2019-Q3 | Increased 44 |
NVIDIA CORP | 126,100 | $67.3M | 0.9% | $9.42 | +36.28% | 5 qtrssince 2020-Q1 | Increased 44 |
WALT DISNEY CO/THE | 359,800 | $66.4M | 0.9% | $117.35 | +54.46% | 5 qtrssince 2020-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 258,700 | $66.1M | 0.9% | $195.17 | +32.29% | 5 qtrssince 2020-Q1 | Increased 43 |
HOME DEPOT INC | 216,000 | $65.9M | 0.9% | $198.28 | +36.96% | 9 qtrssince 2019-Q1 | Increased 46 |
UNITEDHEALTH GROUP INC | 176,300 | $65.6M | 0.9% | $250.52 | +37.93% | 8 qtrssince 2019-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 304,986 | $64.6M | 0.9% | $170.43 | +19.28% | 9 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 171,343 | $61M | 0.9% | $275.18 | +26.51% | 9 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 228,100 | $55.4M | 0.8% | $146.99 | +60.54% | 5 qtrssince 2020-Q1 | Increased 43 |
INTEL CORP | 859,446 | $55M | 0.8% | $47.96 | +20.94% | 9 qtrssince 2019-Q1 | Increased 47 |
ADOBE INC | 109,800 | $52.2M | 0.7% | $402.07 | +18.23% | 5 qtrssince 2020-Q1 | Increased 47 |
FORSTA AP-FONDEN manages $7.1B across 536 positions as of Q1 2021. Top holdings: AAPL (5.9%), MSFT (4.9%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 44 new positions, 32 exits, 311 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $7.1B across 536 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer