Filed: 8/6/2026ACC: 0001062993-26-004048
📋 What this filing means
AMF TJANSTEPENSION AB filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $16.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$16.88B
Total AUM (reported)
81.26M
Total Shares
Allocation by class
COM$11.88B70.4%
SPONSORED ADS$950.09M5.6%
SHS$949.32M5.6%
CAP STK CL C$874.76M5.2%
COM NEW$674.37M4.0%
COM CL A$511.90M3.0%
CL A$339.64M2.0%
Portfolio Concentration
Top 3$3.59B21.3%
4–10$4.36B25.8%
11–25$4.34B25.7%
Rest$4.59B27.2%
Top 3 weight
21.3%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 81.26M
Sole
Full voting authority
81.26M
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)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
NVIDIA CORPORATION
SOLEShares7.97M
TypeSH
Market value$1.60B
9.45%
Sole
7.97M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.83M
TypeSH
Market value$1.05B
6.25%
Sole
2.83M
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.26M
TypeSH
Market value$942.98M
5.59%
Sole
3.26M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.48M
TypeSH
Market value$874.76M
5.18%
Sole
2.48M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.56M
TypeSH
Market value$742.71M
4.40%
Sole
1.56M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.47M
TypeSH
Market value$587.79M
3.48%
Sole
2.47M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares478.08K
TypeSH
Market value$573.42M
3.40%
Sole
478.08K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares9.56M
TypeSH
Market value$544.88M
3.23%
Sole
9.56M
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares850.85K
TypeSH
Market value$543.45M
3.22%
Sole
850.85K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.42M
TypeSH
Market value$488.23M
2.89%
Sole
1.42M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares890.93K
TypeSH
Market value$462.34M
2.74%
Sole
890.93K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares3.10M
TypeSH
Market value$420.11M
2.49%
Sole
3.10M
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares360.64K
TypeSH
Market value$352.75M
2.09%
Sole
360.64K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares831.67K
TypeSH
Market value$314.16M
1.86%
Sole
831.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares841.23K
TypeSH
Market value$300.63M
1.78%
Sole
841.23K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares520.70K
TypeSH
Market value$293.30M
1.74%
Sole
520.70K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares253.30K
TypeSH
Market value$292.38M
1.73%
Sole
253.30K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares853.19K
TypeSH
Market value$279.28M
1.65%
Sole
853.19K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares2.16M
TypeSH
Market value$266.19M
1.58%
Sole
2.16M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares156.13K
TypeSH
Market value$265.01M
1.57%
Sole
156.13K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares2.91M
TypeSH
Market value$236.50M
1.40%
Sole
2.91M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares500K
TypeSH
Market value$229.56M
1.36%
Sole
500K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares109.59K
TypeSH
Market value$217.20M
1.29%
Sole
109.59K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares2.16M
TypeSH
Market value$207.37M
1.23%
Sole
2.16M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares412.51K
TypeSH
Market value$206.42M
1.22%
Sole
412.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.97M | SH | $1.60B 9.45% | 7.97M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.83M | SH | $1.05B 6.25% | 2.83M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.26M | SH | $942.98M 5.59% | 3.26M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.48M | SH | $874.76M 5.18% | 2.48M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.56M | SH | $742.71M 4.40% | 1.56M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.47M | SH | $587.79M 3.48% | 2.47M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 478.08K | SH | $573.42M 3.40% | 478.08K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 9.56M | SH | $544.88M 3.23% | 9.56M | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 850.85K | SH | $543.45M 3.22% | 850.85K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.42M | SH | $488.23M 2.89% | 1.42M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 890.93K | SH | $462.34M 2.74% | 890.93K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 3.10M | SH | $420.11M 2.49% | 3.10M | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 360.64K | SH | $352.75M 2.09% | 360.64K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 831.67K | SH | $314.16M 1.86% | 831.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 841.23K | SH | $300.63M 1.78% | 841.23K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 520.70K | SH | $293.30M 1.74% | 520.70K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 253.30K | SH | $292.38M 1.73% | 253.30K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 853.19K | SH | $279.28M 1.65% | 853.19K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 2.16M | SH | $266.19M 1.58% | 2.16M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 156.13K | SH | $265.01M 1.57% | 156.13K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 2.91M | SH | $236.50M 1.40% | 2.91M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 500K | SH | $229.56M 1.36% | 500K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 109.59K | SH | $217.20M 1.29% | 109.59K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 2.16M | SH | $207.37M 1.23% | 2.16M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 412.51K | SH | $206.42M 1.22% | 412.51K | 0.00 | 0.00 |
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