Filed: 10/31/2025ACC: 0001062993-25-016405
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 109 equity positions with a total reported market value of $9.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
109
Positions
$9.26B
Total AUM (reported)
67.55M
Total Shares
Allocation by class
COM$6.50B70.2%
SHS$689.59M7.4%
SPONSORED ADS$457.82M4.9%
CL A$343.38M3.7%
COM CL A$287.90M3.1%
COM NEW$242.26M2.6%
CAP STK CL C$236.39M2.6%
Portfolio Concentration
Top 3$2.12B22.9%
4–10$2.00B21.6%
11–25$2.59B28.0%
Rest$2.55B27.6%
Top 3 weight
22.9%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 67.55M
Sole
Full voting authority
67.55M
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)
Sole109
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings109
Rows:
NVIDIA CORPORATION
SOLEShares4.57M
TypeSH
Market value$852.49M
9.20%
Sole
4.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.54M
TypeSH
Market value$799.34M
8.63%
Sole
1.54M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.84M
TypeSH
Market value$468.40M
5.06%
Sole
1.84M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares578.89K
TypeSH
Market value$404.07M
4.36%
Sole
578.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.34M
TypeSH
Market value$295.27M
3.19%
Sole
1.34M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares5.46M
TypeSH
Market value$281.44M
3.04%
Sole
5.46M
Shared
0.00
None
0.00
VISA INC
SOLEShares804.15K
TypeSH
Market value$274.52M
2.96%
Sole
804.15K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares2.23M
TypeSH
Market value$255.18M
2.75%
Sole
2.23M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares529.77K
TypeSH
Market value$251.64M
2.72%
Sole
529.77K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares970.60K
TypeSH
Market value$236.39M
2.55%
Sole
970.60K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares834.44K
TypeSH
Market value$233.05M
2.52%
Sole
834.44K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares301.29K
TypeSH
Market value$228.42M
2.47%
Sole
301.29K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares1.26M
TypeSH
Market value$224.77M
2.43%
Sole
1.26M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares290.14K
TypeSH
Market value$213.07M
2.30%
Sole
290.14K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares1.23M
TypeSH
Market value$207.67M
2.24%
Sole
1.23M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares271.21K
TypeSH
Market value$206.93M
2.23%
Sole
271.21K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares799.46K
TypeSH
Market value$194.35M
2.10%
Sole
799.46K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares189.27K
TypeSH
Market value$156.18M
1.69%
Sole
189.27K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares65.40K
TypeSH
Market value$152.83M
1.65%
Sole
65.40K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares452.55K
TypeSH
Market value$149.30M
1.61%
Sole
452.55K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares540.77K
TypeSH
Market value$128.16M
1.38%
Sole
540.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares404.33K
TypeSH
Market value$127.54M
1.38%
Sole
404.33K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.06M
TypeSH
Market value$126.84M
1.37%
Sole
1.06M
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares2.07M
TypeSH
Market value$121.87M
1.32%
Sole
2.07M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares235.85K
TypeSH
Market value$118.57M
1.28%
Sole
235.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 4.57M | SH | $852.49M 9.20% | 4.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.54M | SH | $799.34M 8.63% | 1.54M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.84M | SH | $468.40M 5.06% | 1.84M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 578.89K | SH | $404.07M 4.36% | 578.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.34M | SH | $295.27M 3.19% | 1.34M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 5.46M | SH | $281.44M 3.04% | 5.46M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 804.15K | SH | $274.52M 2.96% | 804.15K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 2.23M | SH | $255.18M 2.75% | 2.23M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 529.77K | SH | $251.64M 2.72% | 529.77K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 970.60K | SH | $236.39M 2.55% | 970.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 834.44K | SH | $233.05M 2.52% | 834.44K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 301.29K | SH | $228.42M 2.47% | 301.29K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 1.26M | SH | $224.77M 2.43% | 1.26M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 290.14K | SH | $213.07M 2.30% | 290.14K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 1.23M | SH | $207.67M 2.24% | 1.23M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 271.21K | SH | $206.93M 2.23% | 271.21K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 799.46K | SH | $194.35M 2.10% | 799.46K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 189.27K | SH | $156.18M 1.69% | 189.27K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 65.40K | SH | $152.83M 1.65% | 65.40K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 452.55K | SH | $149.30M 1.61% | 452.55K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 540.77K | SH | $128.16M 1.38% | 540.77K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 404.33K | SH | $127.54M 1.38% | 404.33K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.06M | SH | $126.84M 1.37% | 1.06M | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 2.07M | SH | $121.87M 1.32% | 2.07M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 235.85K | SH | $118.57M 1.28% | 235.85K | 0.00 | 0.00 |
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