Filed: 5/12/2025ACC: 0001062993-25-009062
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 225 equity positions with a total reported market value of $13.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
225
Positions
$13.55B
Total AUM (reported)
117.64M
Total Shares
Allocation by class
COM$9.51B70.2%
SHS$1.06B7.8%
SPONSORED ADS$591.20M4.4%
COM CL A$552.95M4.1%
CL A$499.43M3.7%
CAP STK CL C$333.09M2.5%
COM NEW$309.38M2.3%
Portfolio Concentration
Top 3$2.63B19.4%
4–10$3.14B23.2%
11–25$3.35B24.7%
Rest$4.42B32.6%
Top 3 weight
19.4%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 117.64M
Sole
Full voting authority
117.64M
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)
Sole225
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings225
Rows:
MICROSOFT CORP
SOLEShares2.74M
TypeSH
Market value$1.03B
7.61%
Sole
2.74M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.94M
TypeSH
Market value$861.00M
6.36%
Sole
7.94M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.33M
TypeSH
Market value$739.66M
5.46%
Sole
3.33M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.28M
TypeSH
Market value$624.59M
4.61%
Sole
3.28M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares1.10M
TypeSH
Market value$605.03M
4.47%
Sole
1.10M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.56M
TypeSH
Market value$545.99M
4.03%
Sole
1.56M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.41M
TypeSH
Market value$378.42M
2.79%
Sole
1.41M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.13M
TypeSH
Market value$333.09M
2.46%
Sole
2.13M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares706.88K
TypeSH
Market value$329.15M
2.43%
Sole
706.88K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.48M
TypeSH
Market value$327.28M
2.42%
Sole
2.48M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares2.91M
TypeSH
Market value$325.87M
2.41%
Sole
2.91M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares363.28K
TypeSH
Market value$300.08M
2.22%
Sole
363.28K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares1.67M
TypeSH
Market value$288.76M
2.13%
Sole
1.67M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares471.19K
TypeSH
Market value$271.60M
2.01%
Sole
471.19K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.59M
TypeSH
Market value$263.91M
1.95%
Sole
1.59M
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares2.75M
TypeSH
Market value$257.32M
1.90%
Sole
2.75M
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares416.38K
TypeSH
Market value$253.14M
1.87%
Sole
416.38K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares5.47M
TypeSH
Market value$228.14M
1.68%
Sole
5.47M
Shared
0.00
None
0.00
TECK RESOURCES LTD
SOLEShares5.70M
TypeSH
Market value$207.82M
1.53%
Sole
5.70M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares2.03M
TypeSH
Market value$182.41M
1.35%
Sole
2.03M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares1.04M
TypeSH
Market value$177.44M
1.31%
Sole
1.04M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares79.72K
TypeSH
Market value$155.53M
1.15%
Sole
79.72K
Shared
0.00
None
0.00
TESLA INC
SOLEShares595.13K
TypeSH
Market value$154.23M
1.14%
Sole
595.13K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares585.45K
TypeSH
Market value$143.69M
1.06%
Sole
585.45K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares850.21K
TypeSH
Market value$142.40M
1.05%
Sole
850.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.74M | SH | $1.03B 7.61% | 2.74M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.94M | SH | $861.00M 6.36% | 7.94M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.33M | SH | $739.66M 5.46% | 3.33M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.28M | SH | $624.59M 4.61% | 3.28M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 1.10M | SH | $605.03M 4.47% | 1.10M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.56M | SH | $545.99M 4.03% | 1.56M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.41M | SH | $378.42M 2.79% | 1.41M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.13M | SH | $333.09M 2.46% | 2.13M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 706.88K | SH | $329.15M 2.43% | 706.88K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.48M | SH | $327.28M 2.42% | 2.48M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 2.91M | SH | $325.87M 2.41% | 2.91M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 363.28K | SH | $300.08M 2.22% | 363.28K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 1.67M | SH | $288.76M 2.13% | 1.67M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 471.19K | SH | $271.60M 2.01% | 471.19K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.59M | SH | $263.91M 1.95% | 1.59M | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 2.75M | SH | $257.32M 1.90% | 2.75M | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 416.38K | SH | $253.14M 1.87% | 416.38K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 5.47M | SH | $228.14M 1.68% | 5.47M | 0.00 | 0.00 |
TECK RESOURCES LTDSOLE | CL B | 5.70M | SH | $207.82M 1.53% | 5.70M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 2.03M | SH | $182.41M 1.35% | 2.03M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 1.04M | SH | $177.44M 1.31% | 1.04M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 79.72K | SH | $155.53M 1.15% | 79.72K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 595.13K | SH | $154.23M 1.14% | 595.13K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 585.45K | SH | $143.69M 1.06% | 585.45K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 850.21K | SH | $142.40M 1.05% | 850.21K | 0.00 | 0.00 |
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