FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q3 2021
Top Holdings557 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.9M | $545M | 6.2% | $110.29 | +25.14% | 7 qtrssince 2020-Q1 | Increased 63 |
MICROSOFT CORP | 1.7M | $473.5M | 5.4% | $186.69 | +46.92% | 7 qtrssince 2020-Q1 | Increased 63 |
AMAZON.COM INC | 99,100 | $325.5M | 3.7% | $128.25 | +28.70% | 11 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL A | 70,100 | $187.4M | 2.1% | $72.07 | +85.02% | 7 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC-CL C | 67,200 | $179.1M | 2.0% | $71.43 | +86.94% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 491,800 | $166.9M | 1.9% | $218.37 | +54.44% | 7 qtrssince 2020-Q1 | Decreased 0 |
TESLA INC | 174,700 | $135.5M | 1.5% | $159.22 | +63.57% | 7 qtrssince 2020-Q1 | Increased 49 |
NVIDIA CORP | 568,400 | $117.8M | 1.3% | $18.01 | +13.69% | 7 qtrssince 2020-Q1 | Increased 76 |
JPMORGAN CHASE & CO | 647,900 | $106.1M | 1.2% | $99.11 | +49.18% | 9 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 611,500 | $98.8M | 1.1% | $122.86 | +17.97% | 11 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 223,100 | $87.2M | 1.0% | $275.78 | +35.27% | 10 qtrssince 2019-Q2 | Increased 46 |
VISA INC-CLASS A SHARES | 363,886 | $81.1M | 0.9% | $179.00 | +19.81% | 11 qtrssince 2019-Q1 | Increased 43 |
BERKSHIRE HATHAWAY INC-CL B | 290,900 | $79.4M | 0.9% | $205.23 | +35.11% | 7 qtrssince 2020-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 557,200 | $77.9M | 0.9% | $103.81 | +18.44% | 9 qtrssince 2019-Q3 | Increased 42 |
HOME DEPOT INC | 236,700 | $77.7M | 0.9% | $205.91 | +47.28% | 11 qtrssince 2019-Q1 | Increased 42 |
BANK OF AMERICA CORP | 1.6M | $69.1M | 0.8% | $22.83 | +65.33% | 7 qtrssince 2020-Q1 | Increased 42 |
PAYPAL HOLDINGS INC | 263,900 | $68.7M | 0.8% | $163.27 | +58.27% | 7 qtrssince 2020-Q1 | Increased 46 |
MASTERCARD INC - A | 193,643 | $67.3M | 0.8% | $284.26 | +21.04% | 11 qtrssince 2019-Q1 | Increased 43 |
WALT DISNEY CO/THE | 394,700 | $66.8M | 0.8% | $122.52 | +37.70% | 7 qtrssince 2020-Q1 | Decreased 0 |
ADOBE INC | 112,900 | $65M | 0.7% | $416.69 | +38.17% | 7 qtrssince 2020-Q1 | Decreased 0 |
FORSTA AP-FONDEN manages $8.8B across 557 positions as of Q3 2021. Top holdings: AAPL (6.2%), MSFT (5.4%), AMZN (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 40 new positions, 30 exits, 260 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $8.8B across 557 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