Andra AP-fonden Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$1.9B

Holdings

229

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (229 positions)

StockValue
AVGOBROAD
$27.3M
VIPSVIPSHOP HLDGS LTD
$25.7M
MCKMCKESSON CORP
$24.9M
CAHCARDINAL HEALTH INC
$22.8M
NVDANVIDIA CORPORATION
$20.7M
DELLDELL TECHNOLOGIES INC
$20.5M
ABBVABBVIE INC
$20.2M
UBERUBER TECHNOLOGIES INC
$19.7M
CMCSACOMCAST CORP NEW
$19.7M
UNHUNITEDHEALTH GROUP INC
$19.1M
ADBEADOBE INC
$18.7M
MRKMERCK & CO INC
$18.6M
ULTAULTA BEAUTY INC
$17.8M
TMETENCENT MUSIC ENTMT GROUP
$17.8M
CSCOCISCO SYS INC
$17.6M
VRSKVERISK ANALYTICS INC
$17.4M
NXPINXP SEMICONDUCTORS N V
$16.2M
BLDRBUILDERS FIRSTSOURCE INC
$16.0M
MOHMOLINA HEALTHCARE INC
$16.0M
TAT&T INC
$15.7M
BRBROADRIDGE FINL SOLUTIONS IN
$15.5M
METAMETA PLATFORMS INC
$14.9M
BKNGBOOKING HOLDINGS INC
$14.2M
COSTCOSTCO WHSL CORP NEW
$14.1M
YUMCYUM CHINA HLDGS INC
$14.1M
AKAMAKAMAI TECHNOLOGIES INC
$13.9M
BACVERIZON
$13.9M
DBXDROPBOX INC
$13.8M
HCAHCA HEALTHCARE INC
$13.8M
SCCOSOUTHERN COPPER CORP
$13.7M
AG8AGILENT TECHNOLOGIES INC
$13.7M
DPZDOMINOS PIZZA INC
$13.7M
NOWSERVICENOW INC
$13.6M
DVADAVITA INC
$13.5M
EXASEXACT SCIENCES CORP
$13.4M
ACGLARCH CAP GROUP LTD
$13.2M
NVRNVR INC
$13.2M
CBRECBRE GROUP INC
$13.0M
CNCCENTENE CORP DEL
$12.7M
CEGCONSTELLATION ENERGY CORP
$12.5M
FDXFEDEX CORP
$12.2M
HPEHEWLETT PACKARD ENTERPRISE C
$12.2M
HLTHILTON WORLDWIDE HLDGS INC
$12.1M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$12.0M
INCYINCYTE CORP
$12.0M
REGNREGENERON PHARMACEUTICALS
$11.9M
OTISOTIS WORLDWIDE CORP
$11.9M
TFIITFI INTL INC
$11.9M
IQIQIYI INC
$11.8M
PLDPROLOGIS INC
$11.8M
PSAPUBLIC STORAGE
$11.7M
XYLXYLEM INC
$11.6M
NWSANEWS CORP NEW
$11.6M
IQVIQVIA HLDGS INC
$11.6M
WDAYWORKDAY INC
$11.5M
NFLXNETFLIX INC
$11.2M
DHID R HORTON INC
$11.2M
ELSEQUITY LIFESTYLE PPTYS INC
$11.1M
NTAPNETAPP INC
$10.8M
SSNCSS&C TECHNOLOGIES HLDGS INC
$10.7M
ACNACCENTURE PLC IRELAND
$10.5M
PNRPENTAIR PLC
$10.3M
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP
$10.3M
EXPEEXPEDIA GROUP INC
$10.2M
CRMSALESFORCE INC
$10.0M
SBACSBA
$9.7M
NBIXNEUROCRINE BIOSCIENCES INC
$9.6M
MSCIMSCI INC
$9.6M
REEVEREST GROUP LTD
$9.5M
VENVENTAS INC
$9.4M
ETNEATON CORP PLC
$9.4M
VRTXVERTEX PHARMACEUTICALS INC
$9.4M
MRNAMODERNA INC
$9.2M
CBCHUBB LIMITED
$9.2M
8CWCROWN CASTLE INC
$9.1M
CHRWC H ROBINSON WORLDWIDE INC
$9.1M
ORLYOREILLY AUTOMOTIVE INC
$9.0M
GOOGLALPHABET INC CAP STK
$9.0M
GRMNGARMIN LTD
$9.0M
DASHDOORDASH INC
$8.9M
AERAERCAP HOLDINGS NV
$8.9M
A4SAMERIPRISE FINL INC
$8.9M
IRMIRON MTN INC DEL
$8.7M
DGXQUEST DIAGNOSTICS INC
$8.6M
ERIEERIE INDTY CO
$8.6M
MDBMONGODB INC
$8.6M
TAPMOLSON COORS BEVERAGE CO
$8.5M
GIB/ACGI INC
$8.5M
CGCARLYLE GROUP INC
$8.5M
JAZZJAZZ PHARMACEUTICALS PLC
$8.5M
TELTE CONNECTIVITY LTD
$8.4M
CBOECBOE GLOBAL MKTS INC
$8.4M
AMHAMERICAN HOMES 4 RENT
$8.4M
ORCLORACLE CORP
$8.3M
ZBHZIMMER BIOMET HOLDINGS INC
$8.2M
ROKUROKU INC
$8.2M
GLPIGAMING & LEISURE PPTYS INC
$8.2M
MAAMID-AMER APT CMNTYS INC
$8.1M
AWMSKYWORKS SOLUTIONS INC
$8.0M
HSTHOST HOTELS & RESORTS INC
$8.0M
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