Andra AP-fonden Q2 2023 Filing

Filed August 9, 2023

Portfolio Value

$4.0T

Holdings

581

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (581 positions)

#StockSharesValue% PortfolioType
1
VIPSVIPSHOP HOLDINGS LIMITED
1,483,200$24.5B0.62%
2
GWWGRAINGER W W INC
25,800$20.3B0.51%
3
FICOFAIR ISAAC CORP
22,700$18.4B0.46%
4
GILDGILEAD SCIENCES INC
233,400$18.0B0.46%
5
CAHCARDINAL HEALTH INC
189,200$17.9B0.45%
6
ITGARTNER INC
47,800$16.7B0.42%
7
NVDANVIDIA CORPORATION
39,200$16.6B0.42%
8
ARWARROW ELECTRS INC
115,200$16.5B0.42%
9
AVGOBROAD
18,900$16.4B0.41%
10
PHMPULTE GROUP INC
210,000$16.3B0.41%
11
NVRNVR INC
2,550$16.2B0.41%
12
YUMCYUM CHINA HLDGS INC
279,300$15.8B0.40%
13
TMETENCENT MUSIC ENTMT GROUP
2,133,400$15.7B0.40%
14
AAPLAPPLE INC
78,700$15.3B0.39%
15
PDDPDD HOLDINGS INC
220,400$15.2B0.39%
16
PCARPACCAR INC
172,350$14.4B0.36%
17
EXPDEXPEDITORS INTL WASH INC
117,800$14.3B0.36%
18
EXASEXACT SCIENCES CORP
151,800$14.3B0.36%
19
OMCOMNI
148,847$14.2B0.36%
20
GIB/ACGI INC
100,600$14.1B0.36%
21
MCKMCKESSON CORP
32,400$13.8B0.35%
22
AMATAPPLIED MATLS INC
95,300$13.8B0.35%
23
HZNPHORIZON THERAPEUTICS PUB L
133,200$13.7B0.35%
24
KRKROGER CO
290,300$13.6B0.35%
25
OTISOTIS WORLDWIDE CORP
151,734$13.5B0.34%
26
IQIQIYI INC
2,524,800$13.5B0.34%
27
YUMYUM BRANDS INC
96,500$13.4B0.34%
28
VRSNVERISIGN INC
58,900$13.3B0.34%
29
PAYXPAYCHEX INC
118,500$13.3B0.34%
30
RSRELIANCE STEEL & ALUMINUM CO
48,800$13.3B0.34%
31
SNASNAP ON INC
45,800$13.2B0.33%
32
CITCINTAS CORP
26,500$13.2B0.33%
33
MCHPMICROCHIP TECHNOLOGY INC.
146,446$13.1B0.33%
34
LRCXEURLAM RESEARCH CORP
20,400$13.1B0.33%
35
ROSTROSS STORES INC
116,100$13.0B0.33%
36
MTDMETTLER TOLEDO INTERNATIONAL
9,800$12.9B0.33%
37
CSCOCISCO SYS INC
247,500$12.8B0.32%
38
ULTAULTA BEAUTY INC
27,200$12.8B0.32%
39
ADBEADOBE SYSTEMS INCORPORATED
25,900$12.7B0.32%
40
EDCONSOLIDATED EDISON INC
139,900$12.6B0.32%
41
HUBSHUBSPOT INC
23,700$12.6B0.32%
42
CCEPCOCA-COLA EUROPACIFIC PARTNE
192,950$12.4B0.31%
43
CITHE CIGNA GROUP
44,200$12.4B0.31%
44
FNVFRANCO NEV CORP
65,600$12.4B0.31%
45
ZBHZIMMER BIOMET HOLDINGS INC
84,673$12.3B0.31%
46
ACIALBERTSONS COS INC
562,300$12.3B0.31%
47
RHIROBERT HALF INTL INC
162,800$12.2B0.31%
48
AG8AGILENT TECHNOLOGIES INC
101,800$12.2B0.31%
49
KLACKLA CORP
25,200$12.2B0.31%
50
BMYBRISTOL-MYERS SQUIBB CO
190,600$12.2B0.31%
51
FASTFASTENAL CO
206,300$12.2B0.31%
52
HCAHCA HEALTHCARE INC
39,900$12.1B0.31%
53
LOWLOWES COS INC
53,300$12.0B0.30%
54
HWMHOWMET AEROSPACE INC
242,700$12.0B0.30%
55
LULULULULEMON ATHLETICA INC
31,500$11.9B0.30%
56
XYLXYLEM INC
105,700$11.9B0.30%
57
GENGEN DIGITAL INC
640,500$11.9B0.30%
58
TJXTJX COS INC NEW
139,000$11.8B0.30%
59
BUNGE LIMITED
123,200$11.6B0.29%
60
SNPSSYNOPSYS INC
26,600$11.6B0.29%
61
CVSCVS HEALTH CORP
167,200$11.6B0.29%
62
VMWEURVMWARE INC CL A
80,386$11.6B0.29%
63
BLDRBUILDERS FIRSTSOURCE INC
84,700$11.5B0.29%
64
ABGAMERISOURCEBERGEN CORP
59,800$11.5B0.29%
65
SCCOSOUTHERN COPPER CORP
159,700$11.5B0.29%
66
ITWILLINOIS TOOL WKS INC
45,600$11.4B0.29%
67
HOLXHOLOGIC INC
140,300$11.4B0.29%
68
IPGINTERPUBLIC GROUP COS INC
291,300$11.2B0.28%
69
ORCLORACLE CORP
94,270$11.2B0.28%
70
PEPPEPSICO INC
60,100$11.1B0.28%
71
AOSSMITH A O CORP
152,200$11.1B0.28%
72
HSICHENRY SCHEIN INC
135,600$11.0B0.28%
73
NXPINXP SEMICONDUCTORS N V
53,000$10.8B0.27%
74
GPCGENUINE PARTS CO
64,100$10.8B0.27%
75
SPLKCHFSPLUNK INC
102,200$10.8B0.27%
76
NFLXNETFLIX INC
24,600$10.8B0.27%
77
SSNCSS&C TECHNOLOGIES HLDGS INC
178,800$10.8B0.27%
78
CPBCAMPBELL SOUP CO
236,600$10.8B0.27%
79
UBERUBER TECHNOLOGIES INC
250,200$10.8B0.27%
80
ELSEQUITY LIFESTYLE PPTYS INC
161,100$10.8B0.27%
81
SBACSBA
46,300$10.7B0.27%
82
DOCUDOCUSIGN INC
208,700$10.7B0.27%
83
ELVELEVANCE HEALTH INC
23,900$10.6B0.27%
84
ORLYOREILLY AUTOMOTIVE INC
11,100$10.6B0.27%
85
BIIBBIOGEN INC
37,200$10.6B0.27%
86
DKSDICKS SPORTING GOODS INC
80,100$10.6B0.27%
87
FTNTFORTINET INC
139,000$10.5B0.27%
88
LLYLILLY ELI & CO
22,200$10.4B0.26%
89
WATWATERS CORP
39,040$10.4B0.26%
90
BBYBEST BUY INC
126,800$10.4B0.26%
91
MOHMOLINA HEALTHCARE INC
34,400$10.4B0.26%
92
WDAYWORKDAY INC
45,800$10.3B0.26%
93
CPRTCOPART INC
113,300$10.3B0.26%
94
ACGLARCH CAP GROUP LTD
138,000$10.3B0.26%
95
HPEHEWLETT PACKARD ENTERPRISE C
614,400$10.3B0.26%
96
DGXQUEST DIAGNOSTICS INC
73,400$10.3B0.26%
97
FDXFEDEX CORP
41,600$10.3B0.26%
98
DHID R HORTON INC
84,600$10.3B0.26%
99
LKQ1LKQ CORP
176,200$10.3B0.26%
100
FBINFORTUNE BRANDS INNOVATIONS I
142,100$10.2B0.26%
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