Filed: 10/3/2024ACC: 0001062993-24-017348
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $13.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$13.99B
Total AUM (reported)
121.19M
Total Shares
Allocation by class
COM$10.07B72.0%
SHS$1.01B7.2%
SPONSORED ADS$569.57M4.1%
COM CL A$523.14M3.7%
CL A$398.31M2.8%
CAP STK CL C$389.28M2.8%
CL B$275.47M2.0%
Portfolio Concentration
Top 3$2.97B21.2%
4–10$3.14B22.4%
11–25$3.29B23.5%
Rest$4.59B32.8%
Top 3 weight
21.2%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 121.19M
Sole
Full voting authority
121.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole230
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings230
Rows:
MICROSOFT CORP
SOLEShares2.80M
TypeSH
Market value$1.20B
8.61%
Sole
2.80M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.04M
TypeSH
Market value$976.35M
6.98%
Sole
8.04M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.38M
TypeSH
Market value$787.63M
5.63%
Sole
3.38M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares1.50M
TypeSH
Market value$552.79M
3.95%
Sole
1.50M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.90M
TypeSH
Market value$523.14M
3.74%
Sole
1.90M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.64M
TypeSH
Market value$492.17M
3.52%
Sole
2.64M
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares659.40K
TypeSH
Market value$416.68M
2.98%
Sole
659.40K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.43M
TypeSH
Market value$390.98M
2.80%
Sole
1.43M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.33M
TypeSH
Market value$389.28M
2.78%
Sole
2.33M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares784.48K
TypeSH
Market value$374.09M
2.67%
Sole
784.48K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares1.82M
TypeSH
Market value$315.02M
2.25%
Sole
1.82M
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.79M
TypeSH
Market value$296.06M
2.12%
Sole
2.79M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares331.79K
TypeSH
Market value$293.96M
2.10%
Sole
331.79K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.53M
TypeSH
Market value$266.30M
1.90%
Sole
1.53M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares6.68M
TypeSH
Market value$265.07M
1.90%
Sole
6.68M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares457.09K
TypeSH
Market value$261.68M
1.87%
Sole
457.09K
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares4.55M
TypeSH
Market value$238.06M
1.70%
Sole
4.55M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares1.88M
TypeSH
Market value$236.88M
1.69%
Sole
1.88M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.01M
TypeSH
Market value$175.10M
1.25%
Sole
1.01M
Shared
0.00
None
0.00
ALCON AG
SOLEShares1.70M
TypeSH
Market value$170.53M
1.22%
Sole
1.70M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares81.50K
TypeSH
Market value$167.24M
1.20%
Sole
81.50K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares2.17M
TypeSH
Market value$163.47M
1.17%
Sole
2.17M
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares952.80K
TypeSH
Market value$151.92M
1.09%
Sole
952.80K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares258.83K
TypeSH
Market value$151.37M
1.08%
Sole
258.83K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares799.46K
TypeSH
Market value$132.61M
0.95%
Sole
799.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.80M | SH | $1.20B 8.61% | 2.80M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.04M | SH | $976.35M 6.98% | 8.04M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.38M | SH | $787.63M 5.63% | 3.38M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.50M | SH | $552.79M 3.95% | 1.50M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.90M | SH | $523.14M 3.74% | 1.90M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.64M | SH | $492.17M 3.52% | 2.64M | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 659.40K | SH | $416.68M 2.98% | 659.40K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.43M | SH | $390.98M 2.80% | 1.43M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.33M | SH | $389.28M 2.78% | 2.33M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 784.48K | SH | $374.09M 2.67% | 784.48K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 1.82M | SH | $315.02M 2.25% | 1.82M | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.79M | SH | $296.06M 2.12% | 2.79M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 331.79K | SH | $293.96M 2.10% | 331.79K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.53M | SH | $266.30M 1.90% | 1.53M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 6.68M | SH | $265.07M 1.90% | 6.68M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 457.09K | SH | $261.68M 1.87% | 457.09K | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 4.55M | SH | $238.06M 1.70% | 4.55M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 1.88M | SH | $236.88M 1.69% | 1.88M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.01M | SH | $175.10M 1.25% | 1.01M | 0.00 | 0.00 |
ALCON AGSOLE | ORD SHS | 1.70M | SH | $170.53M 1.22% | 1.70M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 81.50K | SH | $167.24M 1.20% | 81.50K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 2.17M | SH | $163.47M 1.17% | 2.17M | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 952.80K | SH | $151.92M 1.09% | 952.80K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 258.83K | SH | $151.37M 1.08% | 258.83K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 799.46K | SH | $132.61M 0.95% | 799.46K | 0.00 | 0.00 |
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