Andra AP-fonden Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$6.8B

Holdings

426

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (426 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
1,647,300$200.0B2946.07%
2
AAPLAPPLE INC
723,800$168.6B2483.61%
3
QCOMQUAL
850,400$144.6B2129.65%
4
METAMETA PLATFORMS INC
171,300$98.1B1444.09%
5
MSFTMICROSOFT CORP
180,500$77.7B1143.82%
6
NTAPNETAPP INC
582,900$72.0B1060.24%
7
AMATAPPLIED MATLS INC
346,800$70.1B1031.92%
8
JNJJOHNSON & JOHNSON
390,100$63.2B931.02%
9
MRKMERCK & CO INC
547,300$62.2B915.29%
10
JPMJPMORGAN CHASE & CO.
285,900$60.3B887.80%
11
KMBKIMBERLY-CLARK CORP
419,900$59.7B879.83%
12
GOOGLALPHABET INC CAP STK
323,280$53.6B789.59%
13
ITGARTNER INC
105,600$53.5B788.09%
14
LLYELI LILLY & CO
57,600$51.0B751.51%
15
ADBEADOBE INC
98,300$50.9B749.56%
16
KLACKLA CORP
65,700$50.9B749.28%
17
CLCOLGATE PALMOLIVE CO
484,385$50.3B740.52%
18
DELLDELL TECHNOLOGIES INC
421,610$50.0B736.01%
19
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
646,297$49.9B734.59%
20
7HPHP INC
1,389,600$49.8B734.06%
21
CRMSALESFORCE INC
177,798$48.7B716.68%
22
BBYBEST BUY INC
449,100$46.4B683.21%
23
WSMWILLIAMS SONOMA INC
294,400$45.6B671.67%
24
ULTAULTA BEAUTY INC
115,100$44.8B659.58%
25
AVGOBROAD
258,200$44.5B655.92%
26
NFLXNETFLIX INC
62,600$44.4B653.87%
27
DKSDICKS SPORTING GOODS INC
208,187$43.4B639.86%
28
PINSPINTEREST INC
1,334,300$43.2B636.07%
29
GDDYGODADDY INC
274,600$43.1B634.01%
30
GOOGALPHABET INC
252,000$42.1B620.47%
31
NXPINXP SEMICONDUCTORS N V
175,000$42.0B618.55%
32
AMZNAMAZON
220,800$41.1B605.88%
33
APPAPPLOVIN CORP
305,700$39.9B587.73%
34
NRANRG ENERGY INC
423,200$38.6B567.77%
35
BACVERIZON
855,700$38.4B565.94%
36
AG8AGILENT TECHNOLOGIES INC
258,200$38.3B564.59%
37
ROSTROSS STORES INC
254,200$38.3B563.44%
38
TJXTJX COS INC NEW
314,900$37.0B545.09%
39
DYHTARGET CORP
237,100$37.0B544.22%
40
AWMSKYWORKS SOLUTIONS INC
371,200$36.7B539.93%
41
COSTCOSTCO WHSL CORP NEW
41,000$36.3B535.28%
42
TAT&T INC
1,610,400$35.4B521.75%
43
CITCINTAS CORP
170,900$35.2B518.16%
44
ROKUROKU INC
466,000$34.8B512.37%
45
TMUST-MOBILE US INC
167,700$34.6B509.64%
46
PANWPALO ALTO NETWORKS INC
100,600$34.4B506.38%
47
ABBVABBVIE INC
172,600$34.1B501.96%
48
PGRPROGRESSIVE CORP
133,000$33.8B497.03%
49
SPGSIMON PPTY GROUP INC NEW
199,400$33.7B496.33%
50
DVADAVITA INC
204,000$33.4B492.49%
51
GILDGILEAD SCIENCES INC
398,500$33.4B492.03%
52
BRBROADRIDGE FINL SOLUTIONS IN
153,100$32.9B484.82%
53
MANHMANHATTAN ASSOCIATES INC
116,500$32.8B482.76%
54
GSGOLDMAN SACHS GROUP INC
64,097$31.7B467.36%
55
WMWASTE MGMT INC DEL
151,500$31.5B463.18%
56
BLDRBUILDERS FIRSTSOURCE INC
160,800$31.2B459.07%
57
PHMPULTE GROUP INC
217,100$31.2B458.89%
58
FDXFEDEX CORP
112,900$30.9B455.04%
59
WMTWALMART INC
379,300$30.6B451.06%
60
CITHE CIGNA GROUP
87,000$30.1B443.87%
61
IBMINTERNATIONAL BUSINESS MACHS
134,200$29.7B436.93%
62
GWWGRAINGER W W INC
28,400$29.5B434.47%
63
CEGCONSTELLATION ENERGY CORP
113,100$29.4B433.09%
64
PCGPG&E CORP
1,472,700$29.1B428.77%
65
ELVELEVANCE HEALTH INC
55,900$29.1B428.08%
66
KOCOCA COLA CO
404,500$29.1B428.07%
67
FERGFERGUSON ENTERPRISES INC
145,200$28.8B424.61%
68
DOCUDOCUSIGN INC
457,800$28.4B418.61%
69
ACIALBERTSONS COS INC
1,534,900$28.4B417.72%
70
UBERUBER TECHNOLOGIES INC
376,500$28.3B416.73%
71
FICOFAIR ISAAC CORP
14,400$28.0B412.15%
72
ZTSZOETIS INC
143,100$28.0B411.74%
73
ANETEURARISTA NETWORKS INC
72,500$27.8B409.80%
74
REGNREGENERON PHARMACEUTICALS
26,300$27.6B407.16%
75
IRMIRON MTN INC DEL
231,900$27.6B405.82%
76
CNCCENTENE CORP DEL
360,400$27.1B399.55%
77
EAELECTRONIC ARTS INC
182,000$26.1B384.46%
78
AXPAMERICAN EXPRESS CO
96,148$26.1B384.01%
79
ADSKAUTODESK INC
93,700$25.8B380.13%
80
BKNGBOOKING HOLDINGS INC
5,900$24.9B365.98%
81
WYWEYERHAEUSER CO MTN BE
732,100$24.8B365.06%
82
UNPUNION PAC CORP
100,314$24.7B364.13%
83
EBAEBAY INC.
375,078$24.4B359.65%
84
MPWRMONOLITHIC PWR SYS INC
26,400$24.4B359.43%
85
GENGEN DIGITAL INC
887,900$24.4B358.67%
86
ABGCENCORA INC
108,000$24.3B357.99%
87
CMCSACOMCAST CORP NEW
579,421$24.2B356.42%
88
TERTERADYNE INC
179,900$24.1B354.83%
89
UNHUNITEDHEALTH GROUP INC
40,700$23.8B350.45%
90
INTUINTUIT
38,200$23.7B349.35%
91
COFCAPITAL ONE FINL CORP
156,000$23.4B343.99%
92
EPAMEPAM SYS INC
115,000$22.9B337.07%
93
EXPEEXPEDIA GROUP INC
152,500$22.6B332.43%
94
UPSUNITED PARCEL SERVICE INC
163,183$22.2B327.65%
95
BBWIBATH & BODY WORKS INC
694,300$22.2B326.38%
96
EXPDEXPEDITORS INTL WASH INC
168,500$22.1B326.06%
97
HSTHOST HOTELS & RESORTS INC
1,254,300$22.1B325.10%
98
FASTFASTENAL CO
307,900$22.0B323.85%
99
DASHDOORDASH INC
153,700$21.9B323.07%
100
UTHUNITED THERAPEUTICS CORP DEL
61,100$21.9B322.45%
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