Filed: 2/6/2026ACC: 0001062993-26-000658
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $16.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$16.14B
Total AUM (reported)
85.55M
Total Shares
Allocation by class
COM$11.57B71.7%
SPONSORED ADS$780.49M4.8%
CAP STK CL C$765.07M4.7%
SHS$763.11M4.7%
COM NEW$520.72M3.2%
CL A$514.82M3.2%
COM CL A$512.74M3.2%
Portfolio Concentration
Top 3$3.67B22.7%
4–10$3.76B23.3%
11–25$4.42B27.4%
Rest$4.30B26.6%
Top 3 weight
22.7%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 85.55M
Sole
Full voting authority
85.55M
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)
Sole123
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings123
Rows:
NVIDIA CORPORATION
SOLEShares7.99M
TypeSH
Market value$1.49B
9.24%
Sole
7.99M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.70M
TypeSH
Market value$1.30B
8.08%
Sole
2.70M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.20M
TypeSH
Market value$870.66M
5.39%
Sole
3.20M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.44M
TypeSH
Market value$765.07M
4.74%
Sole
2.44M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.43M
TypeSH
Market value$559.78M
3.47%
Sole
2.43M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares9.30M
TypeSH
Market value$511.31M
3.17%
Sole
9.30M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares464.04K
TypeSH
Market value$498.69M
3.09%
Sole
464.04K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.39M
TypeSH
Market value$486.37M
3.01%
Sole
1.39M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares3.72M
TypeSH
Market value$475.10M
2.94%
Sole
3.72M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares1.53M
TypeSH
Market value$466.35M
2.89%
Sole
1.53M
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares520.14K
TypeSH
Market value$457.18M
2.83%
Sole
520.14K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares896.13K
TypeSH
Market value$382.10M
2.37%
Sole
896.13K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.14M
TypeSH
Market value$346.31M
2.15%
Sole
2.14M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares506.30K
TypeSH
Market value$334.20M
2.07%
Sole
506.30K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.12M
TypeSH
Market value$310.75M
1.93%
Sole
2.12M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.77M
TypeSH
Market value$304.57M
1.89%
Sole
1.77M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares500K
TypeSH
Market value$290.36M
1.80%
Sole
500K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares815.39K
TypeSH
Market value$282.21M
1.75%
Sole
815.39K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares840.98K
TypeSH
Market value$270.98M
1.68%
Sole
840.98K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares134.51K
TypeSH
Market value$270.94M
1.68%
Sole
134.51K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares271.67K
TypeSH
Market value$253.55M
1.57%
Sole
271.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares799.46K
TypeSH
Market value$250.23M
1.55%
Sole
799.46K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares923.32K
TypeSH
Market value$244.60M
1.52%
Sole
923.32K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares3.58M
TypeSH
Market value$215.00M
1.33%
Sole
3.58M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares404.42K
TypeSH
Market value$203.28M
1.26%
Sole
404.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.99M | SH | $1.49B 9.24% | 7.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.70M | SH | $1.30B 8.08% | 2.70M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.20M | SH | $870.66M 5.39% | 3.20M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.44M | SH | $765.07M 4.74% | 2.44M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.43M | SH | $559.78M 3.47% | 2.43M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 9.30M | SH | $511.31M 3.17% | 9.30M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 464.04K | SH | $498.69M 3.09% | 464.04K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.39M | SH | $486.37M 3.01% | 1.39M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 3.72M | SH | $475.10M 2.94% | 3.72M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 1.53M | SH | $466.35M 2.89% | 1.53M | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 520.14K | SH | $457.18M 2.83% | 520.14K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 896.13K | SH | $382.10M 2.37% | 896.13K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.14M | SH | $346.31M 2.15% | 2.14M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 506.30K | SH | $334.20M 2.07% | 506.30K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.12M | SH | $310.75M 1.93% | 2.12M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.77M | SH | $304.57M 1.89% | 1.77M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 500K | SH | $290.36M 1.80% | 500K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 815.39K | SH | $282.21M 1.75% | 815.39K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 840.98K | SH | $270.98M 1.68% | 840.98K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 134.51K | SH | $270.94M 1.68% | 134.51K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 271.67K | SH | $253.55M 1.57% | 271.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 799.46K | SH | $250.23M 1.55% | 799.46K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 923.32K | SH | $244.60M 1.52% | 923.32K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 3.58M | SH | $215.00M 1.33% | 3.58M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 404.42K | SH | $203.28M 1.26% | 404.42K | 0.00 | 0.00 |
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