Filed: 7/22/2025ACC: 0001062993-25-013013
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $15.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
170
Positions
$15.03B
Total AUM (reported)
111.56M
Total Shares
Allocation by class
COM$10.54B70.1%
SHS$1.25B8.3%
SPONSORED ADS$716.90M4.8%
COM CL A$495.77M3.3%
CL A$446.74M3.0%
COM NEW$418.34M2.8%
CAP STK CL C$411.98M2.7%
Portfolio Concentration
Top 3$3.42B22.8%
4–10$3.31B22.0%
11–25$3.97B26.4%
Rest$4.33B28.8%
Top 3 weight
22.8%
Top 10 weight
44.8%
Voting Authority Distribution
Total shares with voting rights: 111.56M
Sole
Full voting authority
111.56M
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)
Sole170
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings170
Rows:
MICROSOFT CORP
SOLEShares2.69M
TypeSH
Market value$1.34B
8.91%
Sole
2.69M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares8.33M
TypeSH
Market value$1.32B
8.76%
Sole
8.33M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares998.89K
TypeSH
Market value$766.49M
5.10%
Sole
998.89K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.21M
TypeSH
Market value$658.95M
4.38%
Sole
3.21M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.38M
TypeSH
Market value$521.44M
3.47%
Sole
2.38M
Shared
0.00
None
0.00
VISA INC
SOLEShares1.39M
TypeSH
Market value$492.72M
3.28%
Sole
1.39M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares8.90M
TypeSH
Market value$421.56M
2.81%
Sole
8.90M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.32M
TypeSH
Market value$411.98M
2.74%
Sole
2.32M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.82M
TypeSH
Market value$411.18M
2.74%
Sole
1.82M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares1.45M
TypeSH
Market value$394.89M
2.63%
Sole
1.45M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.14M
TypeSH
Market value$392.60M
2.61%
Sole
2.14M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares507.81K
TypeSH
Market value$374.83M
2.49%
Sole
507.81K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares533.89K
TypeSH
Market value$372.99M
2.48%
Sole
533.89K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares3.45M
TypeSH
Market value$362.91M
2.41%
Sole
3.45M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares763.64K
TypeSH
Market value$358.29M
2.38%
Sole
763.64K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.69M
TypeSH
Market value$305.73M
2.03%
Sole
2.69M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares343.12K
TypeSH
Market value$267.52M
1.78%
Sole
343.12K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares95.60K
TypeSH
Market value$249.87M
1.66%
Sole
95.60K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares760.78K
TypeSH
Market value$220.64M
1.47%
Sole
760.78K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares2.35M
TypeSH
Market value$213.56M
1.42%
Sole
2.35M
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares3.54M
TypeSH
Market value$199.94M
1.33%
Sole
3.54M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares408.38K
TypeSH
Market value$198.38M
1.32%
Sole
408.38K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares574.88K
TypeSH
Market value$158.50M
1.05%
Sole
574.88K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares278.82K
TypeSH
Market value$147.54M
0.98%
Sole
278.82K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares106.52K
TypeSH
Market value$142.64M
0.95%
Sole
106.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.69M | SH | $1.34B 8.91% | 2.69M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 8.33M | SH | $1.32B 8.76% | 8.33M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 998.89K | SH | $766.49M 5.10% | 998.89K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.21M | SH | $658.95M 4.38% | 3.21M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.38M | SH | $521.44M 3.47% | 2.38M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.39M | SH | $492.72M 3.28% | 1.39M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 8.90M | SH | $421.56M 2.81% | 8.90M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.32M | SH | $411.98M 2.74% | 2.32M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.82M | SH | $411.18M 2.74% | 1.82M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 1.45M | SH | $394.89M 2.63% | 1.45M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.14M | SH | $392.60M 2.61% | 2.14M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 507.81K | SH | $374.83M 2.49% | 507.81K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 533.89K | SH | $372.99M 2.48% | 533.89K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 3.45M | SH | $362.91M 2.41% | 3.45M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 763.64K | SH | $358.29M 2.38% | 763.64K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.69M | SH | $305.73M 2.03% | 2.69M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 343.12K | SH | $267.52M 1.78% | 343.12K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 95.60K | SH | $249.87M 1.66% | 95.60K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 760.78K | SH | $220.64M 1.47% | 760.78K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 2.35M | SH | $213.56M 1.42% | 2.35M | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 3.54M | SH | $199.94M 1.33% | 3.54M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 408.38K | SH | $198.38M 1.32% | 408.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 574.88K | SH | $158.50M 1.05% | 574.88K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 278.82K | SH | $147.54M 0.98% | 278.82K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 106.52K | SH | $142.64M 0.95% | 106.52K | 0.00 | 0.00 |
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