Filed: 5/4/2026ACC: 0001062993-26-002281
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $15.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$15.08B
Total AUM (reported)
81.49M
Total Shares
Allocation by class
COM$10.71B71.0%
SHS$914.66M6.1%
SPONSORED ADS$828.63M5.5%
CAP STK CL C$708.82M4.7%
COM NEW$485.63M3.2%
COM CL A$447.48M3.0%
CL A$344.70M2.3%
Portfolio Concentration
Top 3$3.30B21.9%
4–10$3.64B24.1%
11–25$4.10B27.2%
Rest$4.05B26.8%
Top 3 weight
21.9%
Top 10 weight
46.0%
Voting Authority Distribution
Total shares with voting rights: 81.49M
Sole
Full voting authority
81.49M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
NVIDIA CORPORATION
SOLEShares8.19M
TypeSH
Market value$1.43B
9.47%
Sole
8.19M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.83M
TypeSH
Market value$1.05B
6.94%
Sole
2.83M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.26M
TypeSH
Market value$827.06M
5.48%
Sole
3.26M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.47M
TypeSH
Market value$708.82M
4.70%
Sole
2.47M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.63M
TypeSH
Market value$551.78M
3.66%
Sole
1.63M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.48M
TypeSH
Market value$516.30M
3.42%
Sole
2.48M
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares3.81M
TypeSH
Market value$503.44M
3.34%
Sole
3.81M
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares9.56M
TypeSH
Market value$466.18M
3.09%
Sole
9.56M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares908.46K
TypeSH
Market value$450.38M
2.99%
Sole
908.46K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares477.18K
TypeSH
Market value$438.89M
2.91%
Sole
477.18K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.42M
TypeSH
Market value$430.10M
2.85%
Sole
1.42M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares1.37M
TypeSH
Market value$371.63M
2.46%
Sole
1.37M
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.20M
TypeSH
Market value$345.66M
2.29%
Sole
2.20M
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares362.51K
TypeSH
Market value$324.54M
2.15%
Sole
362.51K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares516.43K
TypeSH
Market value$295.47M
1.96%
Sole
516.43K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.21M
TypeSH
Market value$276.84M
1.84%
Sole
2.21M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares157.73K
TypeSH
Market value$272.72M
1.81%
Sole
157.73K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares827.05K
TypeSH
Market value$255.98M
1.70%
Sole
827.05K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares853.19K
TypeSH
Market value$250.98M
1.66%
Sole
853.19K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares500K
TypeSH
Market value$242.46M
1.61%
Sole
500K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares841.23K
TypeSH
Market value$241.90M
1.60%
Sole
841.23K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares2.91M
TypeSH
Market value$221.31M
1.47%
Sole
2.91M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares412.51K
TypeSH
Market value$197.68M
1.31%
Sole
412.51K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares3.67M
TypeSH
Market value$195.97M
1.30%
Sole
3.67M
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares941.22K
TypeSH
Market value$175.70M
1.16%
Sole
941.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 8.19M | SH | $1.43B 9.47% | 8.19M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.83M | SH | $1.05B 6.94% | 2.83M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.26M | SH | $827.06M 5.48% | 3.26M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.47M | SH | $708.82M 4.70% | 2.47M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.63M | SH | $551.78M 3.66% | 1.63M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.48M | SH | $516.30M 3.42% | 2.48M | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 3.81M | SH | $503.44M 3.34% | 3.81M | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 9.56M | SH | $466.18M 3.09% | 9.56M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 908.46K | SH | $450.38M 2.99% | 908.46K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 477.18K | SH | $438.89M 2.91% | 477.18K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.42M | SH | $430.10M 2.85% | 1.42M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 1.37M | SH | $371.63M 2.46% | 1.37M | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.20M | SH | $345.66M 2.29% | 2.20M | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 362.51K | SH | $324.54M 2.15% | 362.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 516.43K | SH | $295.47M 1.96% | 516.43K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.21M | SH | $276.84M 1.84% | 2.21M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 157.73K | SH | $272.72M 1.81% | 157.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 827.05K | SH | $255.98M 1.70% | 827.05K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 853.19K | SH | $250.98M 1.66% | 853.19K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 500K | SH | $242.46M 1.61% | 500K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 841.23K | SH | $241.90M 1.60% | 841.23K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 2.91M | SH | $221.31M 1.47% | 2.91M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 412.51K | SH | $197.68M 1.31% | 412.51K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 3.67M | SH | $195.97M 1.30% | 3.67M | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 941.22K | SH | $175.70M 1.16% | 941.22K | 0.00 | 0.00 |
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