FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q4 2020
Top Holdings524 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.4M | $457.6M | 6.9% | $107.51 | +19.82% | 4 qtrssince 2020-Q1 | Increased 72 |
MICROSOFT CORP | 1.5M | $329.7M | 5.0% | $176.16 | +20.75% | 4 qtrssince 2020-Q1 | Increased 70 |
AMAZON.COM INC | 88,500 | $288.2M | 4.3% | $122.46 | +34.15% | 8 qtrssince 2019-Q1 | Increased 70 |
META PLATFORMS INC-CLASS A | 421,500 | $115.1M | 1.7% | $197.12 | +36.96% | 4 qtrssince 2020-Q1 | Increased 50 |
ALPHABET INC-CL C | 63,400 | $111.1M | 1.7% | $67.51 | +27.88% | 8 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL A | 63,200 | $110.8M | 1.7% | $66.82 | +28.95% | 4 qtrssince 2020-Q1 | Increased 58 |
TESLA INC | 145,200 | $102.5M | 1.5% | $145.87 | +58.76% | 4 qtrssince 2020-Q1 | Increased 58 |
JOHNSON & JOHNSON | 503,200 | $79.2M | 1.2% | $118.24 | +14.51% | 8 qtrssince 2019-Q1 | Increased 53 |
PROCTER & GAMBLE CO/THE | 504,900 | $70.3M | 1.1% | $102.29 | +17.41% | 6 qtrssince 2019-Q3 | Increased 58 |
VISA INC-CLASS A SHARES | 318,786 | $69.7M | 1.1% | $170.43 | +23.03% | 8 qtrssince 2019-Q1 | Increased 54 |
MASTERCARD INC - A | 189,943 | $67.8M | 1.0% | $275.18 | +25.41% | 8 qtrssince 2019-Q1 | Increased 57 |
UNITEDHEALTH GROUP INC | 190,600 | $66.8M | 1.0% | $250.52 | +26.93% | 7 qtrssince 2019-Q2 | Increased 55 |
JPMORGAN CHASE & CO | 510,500 | $64.9M | 1.0% | $87.27 | +25.60% | 6 qtrssince 2019-Q3 | Increased 52 |
NVIDIA CORP | 120,900 | $63.1M | 1.0% | $9.27 | +41.35% | 4 qtrssince 2020-Q1 | Increased 51 |
WALT DISNEY CO/THE | 344,200 | $62.4M | 0.9% | $114.46 | +54.64% | 4 qtrssince 2020-Q1 | Increased 48 |
VERIZON COMMUNICATIONS INC | 1M | $59M | 0.9% | $40.76 | +3.90% | 8 qtrssince 2019-Q1 | Increased 53 |
BERKSHIRE HATHAWAY INC-CL B | 251,000 | $58.2M | 0.9% | $193.23 | +18.85% | 4 qtrssince 2020-Q1 | Increased 46 |
HOME DEPOT INC | 195,900 | $52M | 0.8% | $190.76 | +23.11% | 8 qtrssince 2019-Q1 | Increased 46 |
PAYPAL HOLDINGS INC | 220,100 | $51.5M | 0.8% | $143.76 | +60.67% | 4 qtrssince 2020-Q1 | Increased 48 |
ADOBE INC | 97,300 | $48.7M | 0.7% | $392.66 | +27.37% | 4 qtrssince 2020-Q1 | Increased 49 |
FORSTA AP-FONDEN manages $6.6B across 524 positions as of Q4 2020. Top holdings: AAPL (6.9%), MSFT (5.0%), AMZN (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 43 new positions, 46 exits, 423 increased. Top move: AAPL (INCREASED, conviction 72). Portfolio: $6.6B across 524 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