FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q3 2020
Top Holdings527 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.9M | $331M | 6.8% | $103.11 | +8.85% | 3 qtrssince 2020-Q1 | Increased 97 |
MICROSOFT CORP | 1.2M | $249.7M | 5.2% | $167.07 | +18.72% | 3 qtrssince 2020-Q1 | Increased 76 |
AMAZON.COM INC | 70,000 | $220.4M | 4.6% | $111.41 | +41.14% | 7 qtrssince 2019-Q1 | Increased 72 |
META PLATFORMS INC-CLASS A | 401,700 | $105.2M | 2.2% | $193.53 | +34.33% | 3 qtrssince 2020-Q1 | Increased 66 |
ALPHABET INC-CL C | 50,600 | $74.4M | 1.5% | $62.75 | +16.21% | 7 qtrssince 2019-Q1 | Increased 59 |
ALPHABET INC-CL A | 50,100 | $73.4M | 1.5% | $61.76 | +17.80% | 3 qtrssince 2020-Q1 | Increased 56 |
JOHNSON & JOHNSON | 442,900 | $65.9M | 1.4% | $115.90 | +9.33% | 7 qtrssince 2019-Q1 | Increased 54 |
VISA INC-CLASS A SHARES | 274,986 | $55M | 1.1% | $164.18 | +16.59% | 7 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 392,500 | $54.6M | 1.1% | $97.19 | +22.76% | 5 qtrssince 2019-Q3 | Increased 50 |
NVIDIA CORP | 97,700 | $52.9M | 1.1% | $8.36 | +57.58% | 3 qtrssince 2020-Q1 | Increased 58 |
MASTERCARD INC - A | 151,743 | $51.3M | 1.1% | $257.58 | +26.55% | 7 qtrssince 2019-Q1 | Increased 60 |
TESLA INC | 115,500 | $49.6M | 1.0% | $123.83 | +12.81% | 3 qtrssince 2020-Q1 | Increased 74 |
UNITEDHEALTH GROUP INC | 158,500 | $49.4M | 1.0% | $236.86 | +17.94% | 6 qtrssince 2019-Q2 | Increased 59 |
HOME DEPOT INC | 175,600 | $48.8M | 1.0% | $185.66 | +29.05% | 7 qtrssince 2019-Q1 | Increased 57 |
BERKSHIRE HATHAWAY INC-CL B | 224,500 | $47.8M | 1.0% | $188.93 | +11.38% | 3 qtrssince 2020-Q1 | Increased 53 |
VERIZON COMMUNICATIONS INC | 765,650 | $45.5M | 0.9% | $40.26 | +6.05% | 7 qtrssince 2019-Q1 | Increased 46 |
ADOBE INC | 80,400 | $39.4M | 0.8% | $370.07 | +32.52% | 3 qtrssince 2020-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 402,100 | $38.7M | 0.8% | $81.24 | +1.67% | 5 qtrssince 2019-Q3 | Increased 45 |
PAYPAL HOLDINGS INC | 189,500 | $37.3M | 0.8% | $129.68 | +49.64% | 3 qtrssince 2020-Q1 | Increased 54 |
WALT DISNEY CO/THE | 298,100 | $37M | 0.8% | $104.78 | +16.92% | 3 qtrssince 2020-Q1 | Increased 53 |
FORSTA AP-FONDEN manages $4.8B across 527 positions as of Q3 2020. Top holdings: AAPL (6.8%), MSFT (5.2%), AMZN (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 34 new positions, 33 exits, 411 increased. Top move: AAPL (INCREASED, conviction 97). Portfolio: $4.8B across 527 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