Filed: 8/10/2026ACC: 0001650290-26-000004
📋 What this filing means
TREDJE AP-FONDEN filed this quarterly 13F‑HR report disclosing 424 equity positions with a total reported market value of $22.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
424
Positions
$22.10B
Total AUM (reported)
159.02M
Total Shares
Allocation by class
COM$16.08B72.8%
CL A$959.88M4.3%
COM NEW$869.13M3.9%
CAP STK CL A$645.78M2.9%
CAP STK CL C$560.98M2.5%
HEDGE MULTI STRA$397.48M1.8%
COM CL A$393.39M1.8%
Portfolio Concentration
Top 3$3.72B16.8%
4–10$3.79B17.2%
11–25$3.51B15.9%
Rest$11.08B50.1%
Top 3 weight
16.8%
Top 10 weight
34.0%
Voting Authority Distribution
Total shares with voting rights: 159.02M
Sole
Full voting authority
159.02M
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)
Sole424
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings424
Rows:
NVIDIA CORPORATION
SOLEShares7.48M
TypeSH
Market value$1.50B
6.78%
Sole
7.48M
Shared
0.00
None
0.00
APPLE INC
SOLEShares4.77M
TypeSH
Market value$1.38B
6.25%
Sole
4.77M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.26M
TypeSH
Market value$841.26M
3.81%
Sole
2.26M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.13M
TypeSH
Market value$745.48M
3.37%
Sole
3.13M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.81M
TypeSH
Market value$645.78M
2.92%
Sole
1.81M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.59M
TypeSH
Market value$560.98M
2.54%
Sole
1.59M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.46M
TypeSH
Market value$551.36M
2.49%
Sole
1.46M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares417.71K
TypeSH
Market value$482.16M
2.18%
Sole
417.71K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares727K
TypeSH
Market value$409.51M
1.85%
Sole
727K
Shared
0.00
None
0.00
NEW YORK LIFE INVESTMENTS ET
SOLEShares10.86M
TypeSH
Market value$397.48M
1.80%
Sole
10.86M
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares14.07M
TypeSH
Market value$389.74M
1.76%
Sole
14.07M
Shared
0.00
None
0.00
TESLA INC
SOLEShares893.25K
TypeSH
Market value$375.70M
1.70%
Sole
893.25K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares569.49K
TypeSH
Market value$330.82M
1.50%
Sole
569.49K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares257.17K
TypeSH
Market value$308.46M
1.40%
Sole
257.17K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares869.56K
TypeSH
Market value$284.63M
1.29%
Sole
869.56K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares450.06K
TypeSH
Market value$225.21M
1.02%
Sole
450.06K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares278.91K
TypeSH
Market value$201.65M
0.91%
Sole
278.91K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares1.38M
TypeSH
Market value$192.21M
0.87%
Sole
1.38M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares753.10K
TypeSH
Market value$191.26M
0.87%
Sole
753.10K
Shared
0.00
None
0.00
VISA INC
SOLEShares557.40K
TypeSH
Market value$191.24M
0.87%
Sole
557.40K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares417.22K
TypeSH
Market value$180.79M
0.82%
Sole
417.22K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares356.52K
TypeSH
Market value$170.26M
0.77%
Sole
356.52K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares1.34M
TypeSH
Market value$156.89M
0.71%
Sole
1.34M
Shared
0.00
None
0.00
WALMART INC
SOLEShares1.38M
TypeSH
Market value$156.62M
0.71%
Sole
1.38M
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares144.91K
TypeSH
Market value$154.32M
0.70%
Sole
144.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 7.48M | SH | $1.50B 6.78% | 7.48M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 4.77M | SH | $1.38B 6.25% | 4.77M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.26M | SH | $841.26M 3.81% | 2.26M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.13M | SH | $745.48M 3.37% | 3.13M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.81M | SH | $645.78M 2.92% | 1.81M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.59M | SH | $560.98M 2.54% | 1.59M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.46M | SH | $551.36M 2.49% | 1.46M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 417.71K | SH | $482.16M 2.18% | 417.71K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 727K | SH | $409.51M 1.85% | 727K | 0.00 | 0.00 |
NEW YORK LIFE INVESTMENTS ETSOLE | HEDGE MULTI STRA | 10.86M | SH | $397.48M 1.80% | 10.86M | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | SYSTMTC STYL PRE | 14.07M | SH | $389.74M 1.76% | 14.07M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 893.25K | SH | $375.70M 1.70% | 893.25K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 569.49K | SH | $330.82M 1.50% | 569.49K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 257.17K | SH | $308.46M 1.40% | 257.17K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 869.56K | SH | $284.63M 1.29% | 869.56K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 450.06K | SH | $225.21M 1.02% | 450.06K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 278.91K | SH | $201.65M 0.91% | 278.91K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 1.38M | SH | $192.21M 0.87% | 1.38M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 753.10K | SH | $191.26M 0.87% | 753.10K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 557.40K | SH | $191.24M 0.87% | 557.40K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 417.22K | SH | $180.79M 0.82% | 417.22K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 356.52K | SH | $170.26M 0.77% | 356.52K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 1.34M | SH | $156.89M 0.71% | 1.34M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 1.38M | SH | $156.62M 0.71% | 1.38M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 144.91K | SH | $154.32M 0.70% | 144.91K | 0.00 | 0.00 |
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