§ 13F · FUND PROFILE
Tredje AP-fonden.
AUM · $22.1B (13F)Positions · 424Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$170M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 7.48M | $1.5B | 6.8% | +4% |
| 2 | AAPL | APPLE INC | 4.77M | $1.4B | 6.2% | +10% |
| 3 | MSFT | MICROSOFT CORP | 2.26M | $841M | 3.8% | +7% |
| 4 | AMZN | AMAZON COM INC | 3.13M | $745M | 3.4% | +11% |
| 5 | GOOGL | ALPHABET INC | 1.81M | $646M | 2.9% | +12% |
| 6 | GOOG | ALPHABET INC | 1.59M | $561M | 2.5% | +3% |
| 7 | AVGO | BROADCOM INC | 1.46M | $551M | 2.5% | +10% |
| 8 | MU | MICRON TECHNOLOGY INC | 418K | $482M | 2.2% | +30% |
| 9 | META | META PLATFORMS INC | 727K | $410M | 1.9% | +10% |
| 10 | QAI | NEW YORK LIFE INVESTMENTS ET | 10.86M | $397M | 1.8% | +73% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TREDJE SIGNAL
AC read
Tredje AP-fonden is a Other fund managing $22.1 billion in assets. The fund runs a broad portfolio of 424 positions.
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