AiSiWhale

AI & tech investing

Tredje AP-fonden

CIK 1650290

13F filing for Q2 2026・No. 349

Holdings
US$22.1B
Quarter change
+US$3.81B
Entries
424
Net bought (estimate)
+US$1.15B

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 20
  • Sold out 151
  • Cut 137
  • Added 262
  • Corporate actions 2
  • Unchanged 5

Largest holdings

424 stocks worth US$22.1B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$1.5B6.78%
AAPLAppleCOMAddedUS$1.38B6.25%
MSFTMicrosoftCOMAddedUS$841.26M3.81%
AMZNAmazonCOMAddedUS$745.48M3.37%
GOOGLAlphabetCAP STK CL AAddedUS$645.78M2.92%
GOOGALPHABET INCCAP STK CL CAddedUS$560.98M2.54%
AVGOBroadcomCOMAddedUS$551.36M2.49%
MUMicronCOMAddedUS$482.16M2.18%
METAMetaCL AAddedUS$409.51M1.85%
NEW YORK LIFE INVESTMENTS ETHEDGE MULTI STRAAddedUS$397.48M1.80%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.