FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q2 2023
Top Holdings545 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.9M | $765.4M | 8.2% | $114.12 | +67.48% | 14 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 1.8M | $599.4M | 6.5% | $197.16 | +66.74% | 14 qtrssince 2020-Q1 | Decreased 0 |
AMAZON.COM INC | 2.2M | $293.1M | 3.2% | $106.63 | +19.95% | 18 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 599,200 | $253.5M | 2.7% | $17.62 | +131.44% | 14 qtrssince 2020-Q1 | Increased 54 |
TESLA INC | 695,100 | $182M | 2.0% | $228.13 | +12.88% | 14 qtrssince 2020-Q1 | Increased 52 |
ALPHABET INC-CL A | 1.5M | $174.6M | 1.9% | $94.78 | +24.71% | 14 qtrssince 2020-Q1 | Increased 49 |
ALPHABET INC-CL C | 1.3M | $159.3M | 1.7% | $95.53 | +24.70% | 18 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 530,500 | $152.2M | 1.6% | $197.60 | +41.49% | 14 qtrssince 2020-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 243,000 | $116.8M | 1.3% | $337.79 | +34.55% | 17 qtrssince 2019-Q2 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 301,000 | $102.6M | 1.1% | $226.00 | +49.07% | 14 qtrssince 2020-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 618,600 | $102.4M | 1.1% | $131.55 | +15.55% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 698,200 | $101.5M | 1.1% | $105.37 | +27.78% | 16 qtrssince 2019-Q3 | Increased 48 |
VISA INC-CLASS A SHARES | 424,886 | $100.9M | 1.1% | $184.59 | +25.52% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 109,700 | $95.2M | 1.0% | $36.68 | +127.69% | 14 qtrssince 2020-Q1 | Decreased 0 |
ELI LILLY & CO | 193,151 | $90.6M | 1.0% | $190.33 | +140.87% | 18 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 583,100 | $88.5M | 1.0% | $108.99 | +27.85% | 16 qtrssince 2019-Q3 | Decreased 0 |
MASTERCARD INC - A | 224,043 | $88.1M | 0.9% | $298.79 | +27.70% | 18 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 254,300 | $79M | 0.9% | $228.04 | +26.88% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 652,900 | $75.3M | 0.8% | $72.70 | +44.48% | 18 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 377,500 | $69.9M | 0.8% | $123.15 | +37.10% | 18 qtrssince 2019-Q1 | Increased 42 |
FORSTA AP-FONDEN manages $9.3B across 545 positions as of Q2 2023. Top holdings: AAPL (8.2%), MSFT (6.5%), AMZN (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 48 new positions, 31 exits, 220 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $9.3B across 545 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