Andra AP-fonden Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$7.2B
Holdings
467
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (467 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $196.4M |
QCOMQUAL | $165.9M |
AAPLAPPLE INC | $162.2M |
KLACKLA CORP | $106.0M |
APPAPPLOVIN CORP | $96.8M |
NTAPNETAPP INC | $84.1M |
METAMETA PLATFORMS INC | $74.2M |
ITGARTNER INC | $71.1M |
GDDYGODADDY INC | $68.7M |
AMATAPPLIED MATLS INC | $68.5M |
WSMWILLIAMS SONOMA INC | $66.4M |
LRCXLAM RESEARCH CORP | $64.6M |
GILDGILEAD SCIENCES INC | $64.1M |
ADBEADOBE INC | $59.0M |
NFLXNETFLIX INC | $58.9M |
MSFTMICROSOFT CORP | $58.2M |
BACVERIZON | $57.0M |
FOXFOX CORP CL B | $55.8M |
WMTWALMART INC | $53.6M |
LOWLOWES COS INC | $52.8M |
GOOGLALPHABET INC CAP STK | $52.8M |
FOXAFOX CORP CL A | $51.6M |
MAMASTERCARD INCORPORATED | $50.5M |
CRMSALESFORCE INC | $47.5M |
COFCAPITAL ONE FINL CORP | $47.0M |
PLTRPALANTIR TECHNOLOGIES INC | $46.5M |
DELLDELL TECHNOLOGIES INC | $45.9M |
SPOTSPOTIFY TECHNOLOGY S A | $45.8M |
AMZNAMAZON | $44.7M |
EAELECTRONIC ARTS INC | $44.6M |
GOOGALPHABET INC | $44.6M |
MRKMERCK & CO INC | $44.5M |
FTNTFORTINET INC | $44.3M |
STXSEAGATE TECHNOLOGY HLDNGS PL ORD | $43.2M |
ACNACCENTURE PLC IRELAND | $43.2M |
TMUST-MOBILE US INC | $42.0M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $41.9M |
FASTFASTENAL CO | $40.6M |
FISVFISERV INC | $40.1M |
NXPINXP SEMICONDUCTORS N V | $39.6M |
ADSKAUTODESK INC | $39.6M |
TJXTJX COS INC NEW | $39.5M |
TERTERADYNE INC | $39.0M |
KMBKIMBERLY-CLARK CORP | $38.9M |
MPWRMONOLITHIC PWR SYS INC | $38.9M |
FICOFAIR ISAAC CORP | $38.4M |
CEGCONSTELLATION ENERGY CORP | $37.9M |
GENGEN DIGITAL INC | $37.7M |
DASHDOORDASH INC | $37.5M |
PYPLPAYPAL HLDGS INC | $37.5M |
7HPHP INC | $37.4M |
KGCKINROSS GOLD CORP | $36.7M |
MMM3M CO | $36.2M |
CLXCLOROX CO DEL | $36.0M |
PINSPINTEREST INC | $35.9M |
AVGOBROAD | $35.6M |
BKNGBOOKING HOLDINGS INC | $35.3M |
KELKELLANOVA | $34.4M |
VRSNVERISIGN INC | $34.2M |
NUNU HLDGS LTD ORD SHS | $34.1M |
UTHUNITED THERAPEUTICS CORP DEL | $34.0M |
SYFSYNCHRONY FINANCIAL | $34.0M |
CMCANADIAN IMPERIAL BK | $33.7M |
UPSUNITED PARCEL SERVICE INC | $33.6M |
ANETARISTA NETWORKS INC | $33.2M |
ROSTROSS STORES INC | $33.1M |
BMYBRISTOL-MYERS SQUIBB CO | $33.0M |
DVADAVITA INC | $32.9M |
BBYBEST BUY INC | $32.9M |
TAT&T INC | $32.9M |
IBMINTERNATIONAL BUSINESS MACHS | $32.9M |
GWWGRAINGER W W INC | $32.7M |
CITCINTAS CORP | $32.3M |
ONON SEMICONDUCTOR CORP | $32.2M |
GSGOLDMAN SACHS GROUP INC | $32.0M |
UHSUNIVERSAL HLTH SVCS INC | $32.0M |
JNJJOHNSON & JOHNSON | $31.9M |
UNHUNITEDHEALTH GROUP INC | $31.7M |
TRVCCITIGROUP INC | $31.4M |
CBRECBRE GROUP INC | $30.8M |
PGRPROGRESSIVE CORP | $30.3M |
JPMJPMORGAN CHASE & CO. | $30.3M |
SNPSSYNOPSYS INC | $30.1M |
CHRWC H ROBINSON WORLDWIDE INC | $30.0M |
EMEEMCOR GROUP INC | $29.8M |
DKSDICKS SPORTING GOODS INC | $29.7M |
VVISA INC | $29.2M |
EIXEDISON INTL | $29.1M |
PCGPG&E CORP | $28.9M |
CSCOCISCO SYS INC | $28.7M |
HDHOME DEPOT INC | $28.6M |
ITWILLINOIS TOOL WKS INC | $28.5M |
PSAPUBLIC STORAGE OPER CO | $27.8M |
SPGSIMON PPTY GROUP INC NEW | $27.4M |
EXPDEXPEDITORS INTL WASH INC | $27.2M |
CBOECBOE GLOBAL MKTS INC | $26.8M |
TELTE CONNECTIVITY PLC ORD | $26.6M |
NOWSERVICENOW INC | $26.2M |
CCLCARNIVAL CORP | $26.2M |
VLTOVERALTO CORP | $25.7M |
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