FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q1 2024
Top Holdings575 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $790.9M | 6.7% | $215.14 | +93.04% | 17 qtrssince 2020-Q1 | Increased 67 |
APPLE INC | 3.9M | $670.6M | 5.7% | $115.40 | +46.99% | 17 qtrssince 2020-Q1 | Increased 63 |
NVIDIA CORP | 663,700 | $599.7M | 5.1% | $25.04 | +260.62% | 17 qtrssince 2020-Q1 | Increased 68 |
AMAZON.COM INC | 2.5M | $444.1M | 3.8% | $113.49 | +58.94% | 21 qtrssince 2019-Q1 | Increased 63 |
META PLATFORMS INC-CLASS A | 589,400 | $286.2M | 2.4% | $227.42 | +112.26% | 17 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL A | 1.6M | $240.8M | 2.0% | $100.33 | +49.31% | 17 qtrssince 2020-Q1 | Increased 58 |
ALPHABET INC-CL C | 1.4M | $208.3M | 1.8% | $99.47 | +51.94% | 21 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 212,151 | $165M | 1.4% | $237.79 | +221.65% | 21 qtrssince 2019-Q1 | Increased 52 |
BROADCOM INC | 121,964 | $161.7M | 1.4% | $46.50 | +178.91% | 17 qtrssince 2020-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 730,600 | $146.3M | 1.2% | $112.72 | +70.23% | 19 qtrssince 2019-Q3 | Increased 52 |
BERKSHIRE HATHAWAY INC-CL B | 344,800 | $145M | 1.2% | $251.17 | +67.43% | 17 qtrssince 2020-Q1 | Increased 55 |
TESLA INC | 734,300 | $129.1M | 1.1% | $226.22 | -22.29% | 17 qtrssince 2020-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 257,500 | $127.4M | 1.1% | $349.75 | +36.45% | 20 qtrssince 2019-Q2 | Increased 52 |
VISA INC-CLASS A SHARES | 437,786 | $122.2M | 1.0% | $190.71 | +43.61% | 21 qtrssince 2019-Q1 | Increased 51 |
MASTERCARD INC - A | 233,643 | $112.5M | 1.0% | $312.22 | +52.49% | 21 qtrssince 2019-Q1 | Increased 46 |
HOME DEPOT INC | 280,900 | $107.8M | 0.9% | $240.99 | +52.50% | 21 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 623,300 | $101.1M | 0.9% | $112.36 | +35.12% | 19 qtrssince 2019-Q3 | Increased 46 |
JOHNSON & JOHNSON | 633,938 | $100.3M | 0.8% | $133.61 | +12.20% | 21 qtrssince 2019-Q1 | Increased 47 |
MERCK & CO. INC. | 669,900 | $88.4M | 0.7% | $73.41 | +69.70% | 21 qtrssince 2019-Q1 | Increased 42 |
COSTCO WHOLESALE CORP | 118,900 | $87.1M | 0.7% | $405.82 | +78.03% | 17 qtrssince 2020-Q1 | Increased 46 |
FORSTA AP-FONDEN manages $11.8B across 575 positions as of Q1 2024. Top holdings: MSFT (6.7%), AAPL (5.7%), NVDA (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 19 new positions, 16 exits, 428 increased. Top move: NVDA (INCREASED, conviction 68). Portfolio: $11.8B across 575 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