FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q2 2021
Top Holdings547 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.7M | $511M | 6.0% | $109.39 | +21.94% | 6 qtrssince 2020-Q1 | Increased 66 |
MICROSOFT CORP | 1.6M | $438.3M | 5.2% | $183.37 | +42.67% | 6 qtrssince 2020-Q1 | Increased 66 |
AMAZON.COM INC | 91,500 | $314.8M | 3.7% | $125.19 | +37.72% | 10 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 498,500 | $173.3M | 2.0% | $218.37 | +60.02% | 6 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL C | 68,800 | $172.4M | 2.0% | $71.43 | +75.12% | 10 qtrssince 2019-Q1 | Increased 55 |
ALPHABET INC-CL A | 69,100 | $168.7M | 2.0% | $71.19 | +70.48% | 6 qtrssince 2020-Q1 | Increased 52 |
TESLA INC | 170,800 | $116.1M | 1.4% | $156.91 | +44.62% | 6 qtrssince 2020-Q1 | Increased 51 |
NVIDIA CORP | 141,800 | $113.5M | 1.3% | $10.59 | +88.66% | 6 qtrssince 2020-Q1 | Increased 53 |
JPMORGAN CHASE & CO | 673,300 | $104.7M | 1.2% | $99.11 | +37.77% | 8 qtrssince 2019-Q3 | Increased 52 |
JOHNSON & JOHNSON | 580,900 | $95.7M | 1.1% | $121.69 | +18.40% | 10 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 355,886 | $83.2M | 1.0% | $178.21 | +26.16% | 10 qtrssince 2019-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 295,400 | $82.1M | 1.0% | $205.23 | +34.58% | 6 qtrssince 2020-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 204,800 | $82M | 1.0% | $267.09 | +38.38% | 9 qtrssince 2019-Q2 | Increased 48 |
HOME DEPOT INC | 236,100 | $75.3M | 0.9% | $205.66 | +38.58% | 10 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 550,200 | $74.2M | 0.9% | $103.57 | +13.86% | 8 qtrssince 2019-Q3 | Increased 44 |
WALT DISNEY CO/THE | 399,000 | $70.1M | 0.8% | $122.52 | +38.70% | 6 qtrssince 2020-Q1 | Increased 46 |
ADOBE INC | 119,300 | $69.9M | 0.8% | $416.69 | +40.55% | 6 qtrssince 2020-Q1 | Increased 45 |
PAYPAL HOLDINGS INC | 237,200 | $69.1M | 0.8% | $152.56 | +91.45% | 6 qtrssince 2020-Q1 | Increased 43 |
MASTERCARD INC - A | 187,143 | $68.3M | 0.8% | $282.18 | +26.90% | 10 qtrssince 2019-Q1 | Increased 46 |
BANK OF AMERICA CORP | 1.6M | $66.5M | 0.8% | $23.15 | +57.99% | 6 qtrssince 2020-Q1 | Increased 50 |
FORSTA AP-FONDEN manages $8.5B across 547 positions as of Q2 2021. Top holdings: AAPL (6.0%), MSFT (5.2%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 41 new positions, 30 exits, 396 increased. Top move: AAPL (INCREASED, conviction 66). Portfolio: $8.5B across 547 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.
Similar Funds
Funds with similar investing DNA
Explore More
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.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer