Filed: 11/10/2025ACC: 0001650290-25-000013
📋 What this filing means
TREDJE AP-FONDEN filed this quarterly 13F‑HR report disclosing 378 equity positions with a total reported market value of $12.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
378
Positions
$12.45B
Total AUM (reported)
109.01M
Total Shares
Allocation by class
COM$12.45B100.0%
Portfolio Concentration
Top 3$2.91B23.3%
4–10$2.59B20.8%
11–25$1.98B15.9%
Rest$4.98B40.0%
Top 3 weight
23.3%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 109.01M
Sole
Full voting authority
109.01M
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)
Sole378
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings378
Rows:
MICROSOFT CORP
SOLEShares2.01M
TypeSH
Market value$1.04B
8.36%
Sole
2.01M
Shared
0.00
None
0.00
APPLE COMPUTER INC
SOLEShares3.72M
TypeSH
Market value$946.44M
7.60%
Sole
3.72M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares4.92M
TypeSH
Market value$918.30M
7.37%
Sole
4.92M
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares2.57M
TypeSH
Market value$624.15M
5.01%
Sole
2.57M
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares2.61M
TypeSH
Market value$572.89M
4.60%
Sole
2.61M
Shared
0.00
None
0.00
FACEBOOK INC
SOLEShares564.20K
TypeSH
Market value$414.34M
3.33%
Sole
564.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares986.13K
TypeSH
Market value$311.05M
2.50%
Sole
986.13K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares429.74K
TypeSH
Market value$244.44M
1.96%
Sole
429.74K
Shared
0.00
None
0.00
EATON CORP
SOLEShares570.92K
TypeSH
Market value$213.67M
1.72%
Sole
570.92K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY I
SOLEShares409.27K
TypeSH
Market value$205.76M
1.65%
Sole
409.27K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares234.44K
TypeSH
Market value$178.88M
1.44%
Sole
234.44K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares765.79K
TypeSH
Market value$177.31M
1.42%
Sole
765.79K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares680.76K
TypeSH
Market value$165.80M
1.33%
Sole
680.76K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP I
SOLEShares459.42K
TypeSH
Market value$158.64M
1.27%
Sole
459.42K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares1.02M
TypeSH
Market value$156.97M
1.26%
Sole
1.02M
Shared
0.00
None
0.00
VISA INC
SOLEShares412.91K
TypeSH
Market value$140.96M
1.13%
Sole
412.91K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares167.27K
TypeSH
Market value$129.22M
1.04%
Sole
167.27K
Shared
0.00
None
0.00
FUTU HOLDINGS LTD
SOLEShares688K
TypeSH
Market value$119.65M
0.96%
Sole
688K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares1.39M
TypeSH
Market value$116.12M
0.93%
Sole
1.39M
Shared
0.00
None
0.00
COCA-COLA CO/THE
SOLEShares1.67M
TypeSH
Market value$110.76M
0.89%
Sole
1.67M
Shared
0.00
None
0.00
SPECTRA ENERGY CORP
SOLEShares603.40K
TypeSH
Market value$107.85M
0.87%
Sole
603.40K
Shared
0.00
None
0.00
TSMC
SOLEShares380K
TypeSH
Market value$106.13M
0.85%
Sole
380K
Shared
0.00
None
0.00
FRANKLIN SYSTEMATIC
SOLEShares4M
TypeSH
Market value$106.08M
0.85%
Sole
4M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares732.91K
TypeSH
Market value$105.93M
0.85%
Sole
732.91K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CO
SOLEShares1.07M
TypeSH
Market value$104.53M
0.84%
Sole
1.07M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 2.01M | SH | $1.04B 8.36% | 2.01M | 0.00 | 0.00 |
APPLE COMPUTER INCSOLE | COM | 3.72M | SH | $946.44M 7.60% | 3.72M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 4.92M | SH | $918.30M 7.37% | 4.92M | 0.00 | 0.00 |
GOOGLE INCSOLE | COM | 2.57M | SH | $624.15M 5.01% | 2.57M | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 2.61M | SH | $572.89M 4.60% | 2.61M | 0.00 | 0.00 |
FACEBOOK INCSOLE | COM | 564.20K | SH | $414.34M 3.33% | 564.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 986.13K | SH | $311.05M 2.50% | 986.13K | 0.00 | 0.00 |
MASTERCARD INCSOLE | COM | 429.74K | SH | $244.44M 1.96% | 429.74K | 0.00 | 0.00 |
EATON CORPSOLE | COM | 570.92K | SH | $213.67M 1.72% | 570.92K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY ISOLE | COM | 409.27K | SH | $205.76M 1.65% | 409.27K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 234.44K | SH | $178.88M 1.44% | 234.44K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 765.79K | SH | $177.31M 1.42% | 765.79K | 0.00 | 0.00 |
GOOGLE INCSOLE | COM | 680.76K | SH | $165.80M 1.33% | 680.76K | 0.00 | 0.00 |
UNITEDHEALTH GROUP ISOLE | COM | 459.42K | SH | $158.64M 1.27% | 459.42K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 1.02M | SH | $156.97M 1.26% | 1.02M | 0.00 | 0.00 |
VISA INCSOLE | COM | 412.91K | SH | $140.96M 1.13% | 412.91K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 167.27K | SH | $129.22M 1.04% | 167.27K | 0.00 | 0.00 |
FUTU HOLDINGS LTDSOLE | COM | 688K | SH | $119.65M 0.96% | 688K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 1.39M | SH | $116.12M 0.93% | 1.39M | 0.00 | 0.00 |
COCA-COLA CO/THESOLE | COM | 1.67M | SH | $110.76M 0.89% | 1.67M | 0.00 | 0.00 |
SPECTRA ENERGY CORPSOLE | COM | 603.40K | SH | $107.85M 0.87% | 603.40K | 0.00 | 0.00 |
TSMCSOLE | COM | 380K | SH | $106.13M 0.85% | 380K | 0.00 | 0.00 |
FRANKLIN SYSTEMATICSOLE | COM | 4M | SH | $106.08M 0.85% | 4M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 732.91K | SH | $105.93M 0.85% | 732.91K | 0.00 | 0.00 |
BOSTON SCIENTIFIC COSOLE | COM | 1.07M | SH | $104.53M 0.84% | 1.07M | 0.00 | 0.00 |
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