13F 机构持仓

Tredje AP-fonden

SE-111 91 STOCKHOLM V7 · SEC CIK 0001650290

2026Q22026Q1 更早 9 个季度 🔒
$220.99亿2026Q2 申报市值
424持仓数
34.0%前十大占比 · 第一大 6.8%
17 / 149新建仓 / 清仓
申报市值走势$220.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.8%
AAPL 6.2%
MSFT 3.8%
AMZN 3.4%
GOOGL 2.9%
GOOG 2.5%
AVGO 2.5%
MU 2.2%
META 1.9%
QAI 1.8%

2026Q2 买入最多 按季末市值估算

QAI 加仓+$1.68亿
FLSP 加仓+$1.67亿
AAPL 加仓+$1.25亿
MU 加仓+$1.11亿
AMZN 加仓+$7,087.21万

2026Q2 卖出最多 按季末市值估算

AMPLIFY ETF TR 清仓-$2.03亿
ITUB 减仓-$3,957.63万
KMI 减仓-$2,876.39万
WDC 减仓-$2,442.15万
BRK/B 减仓-$2,138.17万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
MAS MASCO CORP $00.00%0 -84,969-100.0% -$512.96万 清仓
CG CARLYLE GROUP INC $00.00%0 -103,696-100.0% -$501.79万 清仓
ACM AECOM $00.00%0 -58,738-100.0% -$498.22万 清仓
FNF FIDELITY NATL FINL INC $00.00%0 -107,233-100.0% -$497.35万 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -23,024-100.0% -$481.39万 清仓
GDDY GODADDY INC $00.00%0 -57,898-100.0% -$478.64万 清仓
EQH EQUITABLE HLDGS INC $00.00%0 -128,641-100.0% -$477.39万 清仓
CLX CLOROX CO DEL $00.00%0 -45,784-100.0% -$474.46万 清仓
GPN GLOBAL PMTS INC $00.00%0 -70,326-100.0% -$473.29万 清仓
GEN GEN DIGITAL INC $00.00%0 -251,222-100.0% -$473.05万 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -199,963-100.0% -$455.32万 清仓
HEI HEICO CORP NEW $00.00%0 -16,216-100.0% -$444.64万 清仓
BBY BEST BUY INC $00.00%0 -68,552-100.0% -$440.10万 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -267,146-100.0% -$438.92万 清仓
MKC MCCORMICK & CO INC $00.00%0 -83,113-100.0% -$419.22万 清仓
TCOM TRIP COM GROUP LTD $00.00%0 -84,019-100.0% -$418.33万 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -26,005-100.0% -$410.98万 清仓
RIVN RIVIAN AUTOMOTIVE INC $00.00%0 -268,677-100.0% -$404.36万 清仓
APTV APTIV PLC $00.00%0 -58,111-100.0% -$403.52万 清仓
DAL DELTA AIR LINES INC $00.00%0 -60,230-100.0% -$400.41万 清仓
NVR NVR INC $00.00%0 -603-100.0% -$397.37万 清仓
DPZ DOMINOS PIZZA INC $00.00%0 -10,789-100.0% -$387.10万 清仓
TOST TOAST INC $00.00%0 -145,779-100.0% -$386.46万 清仓
RKT ROCKET COS INC $00.00%0 -270,467-100.0% -$385.42万 清仓
MGRC MCGRATH RENTCORP $00.00%0 -34,266-100.0% -$377.89万 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -171,492-100.0% -$370.77万 清仓
IOT SAMSARA INC $00.00%0 -115,219-100.0% -$365.13万 清仓
SJM SMUCKER J M CO $00.00%0 -37,680-100.0% -$363.39万 清仓
DT DYNATRACE INC $00.00%0 -97,774-100.0% -$361.57万 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 -29,270-100.0% -$357.45万 清仓
CNH CNH INDL N V $00.00%0 -312,126-100.0% -$343.34万 清仓
TTD THE TRADE DESK INC $00.00%0 -150,313-100.0% -$341.06万 清仓
WTRG ESSENTIAL UTILS INC $00.00%0 -80,779-100.0% -$325.30万 清仓
SOLV SOLVENTUM CORP $00.00%0 -49,525-100.0% -$323.40万 清仓
UDR UDR INC $00.00%0 -93,701-100.0% -$316.52万 清仓
WSO WATSCO INC $00.00%0 -8,497-100.0% -$309.11万 清仓
Z ZILLOW GROUP INC $00.00%0 -70,149-100.0% -$290.28万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -33,893-100.0% -$279.04万 清仓
DOCU DOCUSIGN INC $00.00%0 -56,354-100.0% -$267.17万 清仓
PNFP PINNACLE FINL PARTNERS INC $00.00%0 -30,178-100.0% -$259.95万 清仓
HRL HORMEL FOODS CORP $00.00%0 -101,050-100.0% -$228.88万 清仓
FOXA FOX CORP $00.00%0 -37,233-100.0% -$217.44万 清仓
BSY BENTLEY SYS INC $00.00%0 -60,583-100.0% -$212.77万 清仓
OKLO OKLO INC $00.00%0 -42,739-100.0% -$211.94万 清仓
CRWV COREWEAVE INC $00.00%0 -27,158-100.0% -$210.39万 清仓
BAX BAXTER INTL INC $00.00%0 -122,195-100.0% -$205.29万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -21,803-100.0% -$200.74万 清仓
AMH AMERICAN HOMES 4 RENT $00.00%0 -69,656-100.0% -$194.48万 清仓
SNAP SNAP INC $00.00%0 -420,434-100.0% -$193.40万 清仓
CRBG COREBRIDGE FINL INC $00.00%0 -78,214-100.0% -$186.62万 清仓
BAH BOOZ ALLEN HAMILTON HLDG COR $00.00%0 -23,910-100.0% -$186.57万 清仓
NTNX NUTANIX INC $00.00%0 -46,778-100.0% -$177.80万 清仓
ERIE ERIE INDTY CO $00.00%0 -6,920-100.0% -$173.91万 清仓
ARE ALEXANDRIA REAL ESTATE EQ IN $00.00%0 -37,126-100.0% -$172.34万 清仓
PAYC PAYCOM SOFTWARE INC $00.00%0 -12,945-100.0% -$157.33万 清仓
BXP BXP INC $00.00%0 -26,681-100.0% -$138.47万 清仓
AFG AMERICAN FINANCIAL GROUP INC $00.00%0 -9,505-100.0% -$121.39万 清仓
GRAB GRAB HOLDINGS LIMITED $00.00%0 -202,383-100.0% -$74.07万 清仓
GNRC GENERAC HLDGS INC $00.00%0 -1,073-100.0% -$20.96万 清仓
— WEBSTER FINL CORP $00.00%0 -2,345-100.0% -$16.28万 清仓
CGNX COGNEX CORP $00.00%0 -3,059-100.0% -$14.99万 清仓
NVT NVENT ELEC PLC $00.00%0 -1,120-100.0% -$13.25万 清仓
JAZZ JAZZ PHARMACEUTICALS PLC $00.00%0 -626-100.0% -$11.83万 清仓
MIR MIRION TECHNOLOGIES INC $00.00%0 -4,662-100.0% -$8.67万 清仓
ITRI ITRON INC $00.00%0 -822-100.0% -$7.37万 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -2,031-100.0% -$5.14万 清仓
EXLS EXLSERVICE HLDGS INC $00.00%0 -1,483-100.0% -$4.52万 清仓
AVAV AEROVIRONMENT INC $00.00%0 -209-100.0% -$3.83万 清仓
KRMN KARMAN HLDGS INC $00.00%0 -445-100.0% -$3.56万 清仓
SNDK SANDISK CORP $00.00%0 -56-100.0% -$3.56万 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -406-100.0% -$1.53万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -11-100.0% -$5,282 清仓
ONTO ONTO INNOVATION INC $00.00%0 -2-100.0% -$410 清仓