Filed: 7/9/2025ACC: 0000950123-25-006228
📋 What this filing means
LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT filed this quarterly 13F‑HR report disclosing 536 equity positions with a total reported market value of $2.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
536
Positions
$2.28B
Total AUM (reported)
964.81M
Total Shares
Allocation by class
COM$1.82B79.9%
CL A$205.89M9.0%
CAP STK CL A$96.11M4.2%
CL B NEW$68.06M3.0%
CL A COM$26.79M1.2%
COM NEW$22.50M1.0%
SPONSORED ADS$7.47M0.3%
Portfolio Concentration
Top 3$432.85M19.0%
4–10$430.55M18.9%
11–25$321.03M14.1%
Rest$1.10B48.1%
Top 3 weight
19.0%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 964.81M
Sole
Full voting authority
964.81M
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)
Sole536
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings536
Rows:
Netapp inc
SOLEShares1.01M
TypeSH
Market value$158.97M
6.96%
Sole
1.01M
Shared
0.00
None
0.00
Mastercard inc - a
SOLEShares277K
TypeSH
Market value$138.11M
6.05%
Sole
277K
Shared
0.00
None
0.00
Apple inc
SOLEShares662.13K
TypeSH
Market value$135.77M
5.95%
Sole
662.13K
Shared
0.00
None
0.00
Alphabet inc-cl a
SOLEShares545.48K
TypeSH
Market value$96.11M
4.21%
Sole
545.48K
Shared
0.00
None
0.00
Exelixis inc
SOLEShares111.16K
TypeSH
Market value$82.03M
3.59%
Sole
111.16K
Shared
0.00
None
0.00
Amazon.com inc
SOLEShares328.30K
TypeSH
Market value$72.02M
3.15%
Sole
328.30K
Shared
0.00
None
0.00
Berkshire hathaway inc-cl b
SOLEShares239.29K
TypeSH
Market value$68.06M
2.98%
Sole
239.29K
Shared
0.00
None
0.00
Installed building products
SOLEShares177.80K
TypeSH
Market value$51.52M
2.26%
Sole
177.80K
Shared
0.00
None
0.00
Nvidia corp
SOLEShares286K
TypeSH
Market value$30.72M
1.35%
Sole
286K
Shared
0.00
None
0.00
Microsoft corp
SOLEShares52.91K
TypeSH
Market value$30.09M
1.32%
Sole
52.91K
Shared
0.00
None
0.00
Jpmorgan chase & co
SOLEShares46.14K
TypeSH
Market value$28.79M
1.26%
Sole
46.14K
Shared
0.00
None
0.00
Osi systems inc
SOLEShares125.05K
TypeSH
Market value$27.33M
1.20%
Sole
125.05K
Shared
0.00
None
0.00
General motors co
SOLEShares37.02K
TypeSH
Market value$26.19M
1.15%
Sole
37.02K
Shared
0.00
None
0.00
Valmont industries
SOLEShares70.98K
TypeSH
Market value$25.18M
1.10%
Sole
70.98K
Shared
0.00
None
0.00
Abbvie inc
SOLEShares129.57K
TypeSH
Market value$24.04M
1.05%
Sole
129.57K
Shared
0.00
None
0.00
Cardinal health inc
SOLEShares332.90K
TypeSH
Market value$23.33M
1.02%
Sole
332.90K
Shared
0.00
None
0.00
Tapestry inc
SOLEShares61.95K
TypeSH
Market value$19.67M
0.86%
Sole
61.95K
Shared
0.00
None
0.00
Intuitive surgical inc
SOLEShares119.22K
TypeSH
Market value$19.30M
0.85%
Sole
119.22K
Shared
0.00
None
0.00
Mgic investment corp
SOLEShares25.41K
TypeSH
Market value$18.61M
0.82%
Sole
25.41K
Shared
0.00
None
0.00
Axos financial inc
SOLEShares37.96K
TypeSH
Market value$18.42M
0.81%
Sole
37.96K
Shared
0.00
None
0.00
Sea ltd-adr
SOLEShares114.70K
TypeSH
Market value$18.35M
0.80%
Sole
114.70K
Shared
0.00
None
0.00
Terex corp
SOLEShares24.20K
TypeSH
Market value$18.23M
0.80%
Sole
24.20K
Shared
0.00
None
0.00
Costco wholesale corp
SOLEShares48.08K
TypeSH
Market value$17.88M
0.78%
Sole
48.08K
Shared
0.00
None
0.00
Lam research corp
SOLEShares31.72K
TypeSH
Market value$17.86M
0.78%
Sole
31.72K
Shared
0.00
None
0.00
Nmi holdings inc
SOLEShares13.34K
TypeSH
Market value$17.85M
0.78%
Sole
13.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Netapp incSOLE | COM | 1.01M | SH | $158.97M 6.96% | 1.01M | 0.00 | 0.00 |
Mastercard inc - aSOLE | CL A | 277K | SH | $138.11M 6.05% | 277K | 0.00 | 0.00 |
Apple incSOLE | COM | 662.13K | SH | $135.77M 5.95% | 662.13K | 0.00 | 0.00 |
Alphabet inc-cl aSOLE | CAP STK CL A | 545.48K | SH | $96.11M 4.21% | 545.48K | 0.00 | 0.00 |
Exelixis incSOLE | COM | 111.16K | SH | $82.03M 3.59% | 111.16K | 0.00 | 0.00 |
Amazon.com incSOLE | COM | 328.30K | SH | $72.02M 3.15% | 328.30K | 0.00 | 0.00 |
Berkshire hathaway inc-cl bSOLE | CL B NEW | 239.29K | SH | $68.06M 2.98% | 239.29K | 0.00 | 0.00 |
Installed building productsSOLE | COM | 177.80K | SH | $51.52M 2.26% | 177.80K | 0.00 | 0.00 |
Nvidia corpSOLE | COM | 286K | SH | $30.72M 1.35% | 286K | 0.00 | 0.00 |
Microsoft corpSOLE | COM | 52.91K | SH | $30.09M 1.32% | 52.91K | 0.00 | 0.00 |
Jpmorgan chase & coSOLE | COM | 46.14K | SH | $28.79M 1.26% | 46.14K | 0.00 | 0.00 |
Osi systems incSOLE | COM | 125.05K | SH | $27.33M 1.20% | 125.05K | 0.00 | 0.00 |
General motors coSOLE | COM | 37.02K | SH | $26.19M 1.15% | 37.02K | 0.00 | 0.00 |
Valmont industriesSOLE | COM | 70.98K | SH | $25.18M 1.10% | 70.98K | 0.00 | 0.00 |
Abbvie incSOLE | COM | 129.57K | SH | $24.04M 1.05% | 129.57K | 0.00 | 0.00 |
Cardinal health incSOLE | COM | 332.90K | SH | $23.33M 1.02% | 332.90K | 0.00 | 0.00 |
Tapestry incSOLE | COM | 61.95K | SH | $19.67M 0.86% | 61.95K | 0.00 | 0.00 |
Intuitive surgical incSOLE | COM | 119.22K | SH | $19.30M 0.85% | 119.22K | 0.00 | 0.00 |
Mgic investment corpSOLE | COM | 25.41K | SH | $18.61M 0.82% | 25.41K | 0.00 | 0.00 |
Axos financial incSOLE | COM | 37.96K | SH | $18.42M 0.81% | 37.96K | 0.00 | 0.00 |
Sea ltd-adrSOLE | COM | 114.70K | SH | $18.35M 0.80% | 114.70K | 0.00 | 0.00 |
Terex corpSOLE | COM | 24.20K | SH | $18.23M 0.80% | 24.20K | 0.00 | 0.00 |
Costco wholesale corpSOLE | COM | 48.08K | SH | $17.88M 0.78% | 48.08K | 0.00 | 0.00 |
Lam research corpSOLE | COM | 31.72K | SH | $17.86M 0.78% | 31.72K | 0.00 | 0.00 |
Nmi holdings incSOLE | COM | 13.34K | SH | $17.85M 0.78% | 13.34K | 0.00 | 0.00 |
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