Andra AP-fonden

13F filer · CIK 0001535452

Last filed May 8, 2026

Net buyer this quarter

13F portfolio value$8.39BU.S. long equity reported on 13F

Positions39660 new · 66 closed

Net flow last quarter+$451MBuys minus sells

Top 10 positions weight37.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported May 8, 2026396 positions
NVDANvidia Corp	$614M	7.32%	0.01%	+68.4%	Q2 2013
AAPLApple Inc.	$553M	6.59%	0.01%	+72.7%	Q2 2013
MSFTMicrosoft Corp	$382M	4.56%	0.01%	+83.7%	Q2 2013
AZNAstrazeneca PLC	$347M	4.14%	Not reported	New	Q1 2026
AMZNAmazon Com Inc	$290M	3.45%	0.01%	+71.8%	Q2 2013
GOOGLAlphabet Inc.	$246M	2.93%	0.01%	+93.4%	Q1 2016
GOOGAlphabet Inc.	$207M	2.46%	Not reported	+186.5%	Q4 2015
AVGOBroadcom Inc.	$201M	2.40%	0.01%	+99.1%	Q1 2016
METAMeta Platforms, Inc.	$186M	2.21%	Not reported	+126.4%	Q2 2013
LLYELI LILLY & Co	$117M	1.39%	0.01%	+52.9%	Q2 2013
JPMJPMorgan Chase & Co	$113M	1.34%	0.01%	+58.8%	Q2 2013
JNJJohnson & Johnson	$97.3M	1.16%	0.02%	+16.3%	Q2 2013
WMTWalmart Inc.	$86.9M	1.04%	0.01%	+120.9%	Q3 2024
MAMastercard Inc	$69.7M	0.83%	0.01%	+10.7%	Q2 2013
MUMicron Technology Inc	$68.8M	0.82%	0.02%	+10.8%	Q2 2013
VVisa Inc.	$68.6M	0.82%	0.01%	+9.1%	Q2 2013
AMDAdvanced Micro Devices Inc	$64.3M	0.77%	0.02%	+230.4%	Q1 2017
COSTCostco Wholesale Corp	$62.4M	0.74%	0.01%	+284.7%	Q2 2013
ABBVAbbVie Inc.	$61.7M	0.74%	0.02%	+44.2%	Q2 2013
PLTRPalantir Technologies Inc.	$59.6M	0.71%	0.02%	+5.9%	Q2 2021
KOCoca Cola Co	$50.9M	0.61%	0.02%	+46.9%	Q2 2013
GEGeneral Electric Co	$48.5M	0.58%	0.02%	+197.8%	Q3 2022
HDHome Depot, Inc.	$47.4M	0.56%	0.01%	+55.4%	Q2 2013
NFLXNetflix Inc	$46.7M	0.56%	0.01%	-27.0%	Q2 2013
CSCOCisco Systems, Inc.	$44.5M	0.53%	0.01%	+23.1%	Q2 2013
MRKMerck & Co., Inc.	$43.8M	0.52%	0.01%	-14.9%	Q2 2013
PEPPepsico Inc	$43.2M	0.51%	0.02%	+239.5%	Q2 2013
PGPROCTER & GAMBLE Co	$41.6M	0.50%	0.01%	+272.2%	Q2 2013
TJXTJX Companies Inc	$40M	0.48%	0.02%	-18.2%	Q2 2013
BACBank of America Corp	$39.7M	0.47%	0.01%	+151.4%	Q2 2013
LRCXLam Research Corp	$38.2M	0.45%	0.01%	-61.4%	Q2 2013
AEMAgnico Eagle Mines Ltd	$35.5M	0.42%	0.03%	-3.8%	Q1 2016
RYRoyal Bank of Canada	$35.3M	0.42%	0.01%	+875.5%	Q1 2016
WFCWells Fargo & Company	$35M	0.42%	0.01%	+11.4%	Q2 2013
QCOMQualcomm Inc	$34.5M	0.41%	0.03%	-72.8%	Q2 2013
KGCKinross Gold Corp	$33.6M	0.40%	0.07%	-43.2%	Q1 2016
NEENextera Energy Inc	$33.5M	0.40%	0.02%	+194.4%	Q2 2013
NUNu Holdings Ltd.	$33.4M	0.40%	Not reported	+57.7%	Q3 2024
ORCLOracle Corp	$33M	0.39%	0.01%	+85.3%	Q2 2013
AMATApplied Materials Inc	$32.1M	0.38%	0.01%	-69.9%	Q2 2013
GILDGilead Sciences, Inc.	$31M	0.37%	0.02%	-53.9%	Q2 2013
ANETArista Networks, Inc.	$30.7M	0.37%	0.02%	+22.6%	Q2 2017
SHOPShopify Inc.	$30.6M	0.36%	0.05%	+166.9%	Q2 2017
APHAmphenol Corp	$30.3M	0.36%	0.02%	+96.2%	Q2 2013
BKNGBooking Holdings Inc.	$29.9M	0.36%	0.02%	+13.1%	Q1 2018
WELLWelltower Inc.	$29.8M	0.36%	0.02%	+11.7%	Q4 2015
LINLinde PLC	$29.8M	0.36%	0.01%	+35.7%	Q1 2019
IBMInternational Business Machines Corp	$29.8M	0.35%	0.01%	+24.0%	Q2 2013
DISWalt Disney Co	$29.7M	0.35%	0.02%	+3.3%	Q2 2013
ADIAnalog Devices Inc	$29.5M	0.35%	0.02%	+94.0%	Q2 2013

Q4 2025Reported Feb 12, 2026402 positions
NVDANvidia Corp	$390M	4.82%	0.01%	+90.3%	Q2 2013
AAPLApple Inc.	$343M	4.24%	0.01%	+63.1%	Q2 2013
MSFTMicrosoft Corp	$272M	3.36%	0.01%	+354.6%	Q2 2013
AMZNAmazon Com Inc	$187M	2.31%	0.01%	+286.7%	Q2 2013
QCOMQualcomm Inc	$168M	2.08%	0.09%	-33.3%	Q2 2013
GOOGLAlphabet Inc.	$138M	1.71%	0.00%	+281.8%	Q1 2016
AVGOBroadcom Inc.	$113M	1.40%	0.01%	+99.9%	Q1 2016
KLACKla Corp	$113M	1.39%	0.07%	-45.0%	Q2 2013
METAMeta Platforms, Inc.	$94.7M	1.17%	Not reported	+214.1%	Q2 2013
ULTAUlta Beauty, Inc.	$93.5M	1.16%	0.35%	-32.4%	Q2 2013
LLYELI LILLY & Co	$89.4M	1.11%	0.01%	+94.5%	Q2 2013
AMATApplied Materials Inc	$80.1M	0.99%	0.04%	-39.3%	Q2 2013
LRCXLam Research Corp	$79.2M	0.98%	0.04%	-63.5%	Q2 2013
GOOGAlphabet Inc.	$78.9M	0.97%	Not reported	+113.5%	Q4 2015
JPMJPMorgan Chase & Co	$77.7M	0.96%	0.01%	+123.8%	Q2 2013
VVisa Inc.	$73M	0.90%	0.01%	+20.7%	Q2 2013
MAMastercard Inc	$72M	0.89%	0.01%	+8.3%	Q2 2013
JNJJohnson & Johnson	$70.8M	0.87%	0.01%	+69.7%	Q2 2013
APPAppLovin Corp	$70.2M	0.87%	0.03%	-58.6%	Q3 2022
PLTRPalantir Technologies Inc.	$68.4M	0.85%	0.02%	+46.1%	Q2 2021
NXPINXP Semiconductors N.V.	$67.9M	0.84%	0.12%	+4.3%	Q1 2016
NTAPNetApp, Inc.	$64.4M	0.80%	0.30%	-28.8%	Q2 2013
NFLXNetflix Inc	$62.3M	0.77%	0.02%	+123.8%	Q2 2013
GILDGilead Sciences, Inc.	$59.3M	0.73%	0.04%	-19.2%	Q2 2013
MICCMagnum Ice Cream Co N.V.	$57.7M	0.71%	0.01%	New	Q4 2025
EAElectronic Arts Inc.	$54.5M	0.67%	Not reported	-0.2%	Q2 2013
KGCKinross Gold Corp	$53.7M	0.66%	0.12%	-10.0%	Q1 2016
MUMicron Technology Inc	$52.5M	0.65%	0.02%	-46.2%	Q2 2013
PINSPinterest, Inc.	$49.6M	0.61%	1.50%	+7.9%	Q4 2019
FOXFox Corp	$48.9M	0.60%	Not reported	-32.2%	Q1 2024
TJXTJX Companies Inc	$47M	0.58%	0.03%	-8.6%	Q2 2013
MRKMerck & Co., Inc.	$45.1M	0.56%	0.02%	-21.4%	Q2 2013
ABBVAbbVie Inc.	$45M	0.56%	0.01%	+83.5%	Q2 2013
WDCWestern Digital Corp	$44.9M	0.55%	0.08%	-5.5%	Q2 2013
TXNTexas Instruments Inc	$44.6M	0.55%	0.03%	+118.3%	Q2 2013
INTUIntuit Inc.	$43.4M	0.54%	0.02%	+92.0%	Q2 2013
WSMWilliams Sonoma Inc	$42.6M	0.53%	0.20%	Not reported	Q3 2024
COFCapital One Financial Corp	$41.9M	0.52%	0.03%	-11.8%	Q2 2013
ADBEAdobe Inc.	$41.5M	0.51%	0.03%	-17.1%	Q2 2013
FASTFastenal Co	$41.3M	0.51%	0.09%	+4.4%	Q2 2013
ABTAbbott Laboratories	$40.7M	0.50%	0.02%	+2.0%	Q2 2013
TERTeradyne, Inc	$40.6M	0.50%	0.13%	-46.3%	Q4 2019
LOWLowes Companies Inc	$39.4M	0.49%	0.03%	-35.6%	Q2 2013
INCYIncyte Corp	$39.1M	0.48%	0.20%	-14.0%	Q4 2014
CTSHCognizant Technology Solutions Corp	$38M	0.47%	0.10%	-35.4%	Q2 2013
ONOn Semiconductor Corp	$37.1M	0.46%	0.17%	-8.3%	Q2 2018
WFCWells Fargo & Company	$36.8M	0.45%	0.01%	+1.1%	Q2 2013
BMYBristol Myers Squibb Co	$36.8M	0.45%	0.03%	-42.1%	Q2 2013
ACNAccenture plc	$36.7M	0.45%	0.02%	-28.1%	Q2 2013
CSCOCisco Systems, Inc.	$35.9M	0.44%	0.01%	-12.8%	Q2 2013

Q3 2025Reported Nov 12, 2025403 positions
QCOMQualcomm Inc	$246M	3.14%	0.14%	+41.8%	Q2 2013
NVDANvidia Corp	$205M	2.62%	0.00%	-11.6%	Q2 2013
AAPLApple Inc.	$197M	2.52%	0.01%	-2.1%	Q2 2013
KLACKla Corp	$182M	2.33%	0.13%	+42.6%	Q2 2013
APPAppLovin Corp	$181M	2.31%	0.07%	-9.0%	Q3 2022
LRCXLam Research Corp	$170M	2.17%	0.10%	+90.9%	Q2 2013
ULTAUlta Beauty, Inc.	$125M	1.60%	0.51%	+351900.0%	Q2 2013
AMATApplied Materials Inc	$105M	1.34%	0.06%	+37.2%	Q2 2013
NTAPNetApp, Inc.	$100M	1.28%	0.42%	+7.0%	Q2 2013
NXPINXP Semiconductors N.V.	$68.3M	0.87%	0.12%	+65.2%	Q1 2016
GILDGilead Sciences, Inc.	$66.3M	0.85%	0.05%	+3.4%	Q2 2013
MAMastercard Inc	$66.2M	0.85%	0.01%	+29.6%	Q2 2013
MSFTMicrosoft Corp	$64.1M	0.82%	0.00%	+5.7%	Q2 2013
LOWLowes Companies Inc	$63.8M	0.81%	0.05%	+6.5%	Q2 2013
FOXFox Corp	$63.6M	0.81%	Not reported	+2.7%	Q1 2024
FOXAFox Corp	$59.6M	0.76%	94450000.00%	+2.6%	Q1 2019
VVisa Inc.	$58.9M	0.75%	0.01%	+109.4%	Q2 2013
MUMicron Technology Inc	$57.2M	0.73%	0.03%	+2087.0%	Q2 2013
PINSPinterest, Inc.	$57.1M	0.73%	1.39%	+77.5%	Q4 2019
VZVerizon Communications Inc	$55.6M	0.71%	0.03%	-3.9%	Q2 2013
EAElectronic Arts Inc.	$54M	0.69%	Not reported	-4.3%	Q2 2013
AVGOBroadcom Inc.	$53.9M	0.69%	0.00%	+26.5%	Q1 2016
TERTeradyne, Inc	$53.8M	0.69%	0.25%	-9.9%	Q4 2019
DELLDell Technologies Inc.	$53.5M	0.68%	0.06%	+0.9%	Q2 2013
KGCKinross Gold Corp	$53.3M	0.68%	0.13%	-10.6%	Q1 2016
BMYBristol Myers Squibb Co	$53.1M	0.68%	0.06%	+65.1%	Q2 2013
GDDYGoDaddy Inc.	$52M	0.66%	0.28%	-0.3%	Q2 2018
ADBEAdobe Inc.	$50.4M	0.64%	0.03%	-6.4%	Q2 2013
TJXTJX Companies Inc	$48.3M	0.62%	0.03%	+4.5%	Q2 2013
FASTFastenal Co	$48.3M	0.62%	0.09%	+2.0%	Q2 2013
PLTRPalantir Technologies Inc.	$48.1M	0.61%	0.01%	-22.8%	Q2 2021
CTSHCognizant Technology Solutions Corp	$47.6M	0.61%	0.15%	+32.0%	Q2 2013
ACNAccenture plc	$46.8M	0.60%	0.03%	+31.5%	Q2 2013
AMZNAmazon Com Inc	$46M	0.59%	0.00%	+2.7%	Q2 2013
MRKMerck & Co., Inc.	$45.7M	0.58%	0.02%	-3.1%	Q2 2013
PYPLPayPal Holdings, Inc.	$45M	0.58%	0.07%	+33.2%	Q3 2015
MPWRMonolithic Power Systems, Inc.	$44.3M	0.57%	0.10%	-9.4%	Q4 2020
NUNu Holdings Ltd.	$43.2M	0.55%	Not reported	+8.6%	Q3 2024
ROSTRoss Stores, Inc.	$42.8M	0.55%	0.09%	+8.3%	Q2 2013
CMCanadian Imperial Bank of Commerce	$42.7M	0.55%	0.04%	+10.3%	Q1 2016
ABTAbbott Laboratories	$42.7M	0.55%	0.02%	Not reported	Q2 2013
WMTWalmart Inc.	$42M	0.54%	0.01%	-25.6%	Q3 2024
COFCapital One Financial Corp	$41.7M	0.53%	0.03%	-11.3%	Q2 2013
GENGen Digital Inc.	$41.4M	0.53%	0.24%	+13.8%	Q4 2019
HPQHP Inc	$41.3M	0.53%	0.16%	-0.8%	Q4 2015
DASHDoorDash, Inc.	$39.5M	0.51%	Not reported	-4.3%	Q4 2021
ZMZoom Communications, Inc.	$39.3M	0.50%	Not reported	Not reported	Q4 2019
CMECme Group Inc.	$39.3M	0.50%	0.04%	+113.1%	Q2 2013
ZTSZoetis Inc.	$39.2M	0.50%	0.06%	+136.9%	Q4 2015
INCYIncyte Corp	$39.1M	0.50%	0.23%	+24.2%	Q4 2014

Q2 2025Reported Aug 6, 2025466 positions
NVDANvidia Corp	$196M	2.73%	0.01%	+236.9%	Q2 2013
QCOMQualcomm Inc	$166M	2.31%	0.10%	+47.3%	Q2 2013
AAPLApple Inc.	$162M	2.26%	0.01%	+17.8%	Q2 2013
KLACKla Corp	$106M	1.47%	0.01%	+10.0%	Q2 2013
APPAppLovin Corp	$96.8M	1.35%	0.08%	+70.1%	Q3 2022
NTAPNetApp, Inc.	$84.1M	1.17%	0.39%	+11.3%	Q2 2013
METAMeta Platforms, Inc.	$74.2M	1.03%	Not reported	-10.4%	Q2 2013
ITGartner Inc	$71.1M	0.99%	0.23%	+26.7%	Q2 2015
GDDYGoDaddy Inc.	$68.7M	0.96%	0.27%	+42.4%	Q2 2018
AMATApplied Materials Inc	$68.5M	0.95%	0.05%	+3.7%	Q2 2013
WSMWilliams Sonoma Inc	$66.4M	0.92%	0.33%	+14.9%	Q3 2024
LRCXLam Research Corp	$64.6M	0.90%	0.05%	+15.2%	Q2 2013
GILDGilead Sciences, Inc.	$64.1M	0.89%	0.05%	+140.1%	Q2 2013
ADBEAdobe Inc.	$59M	0.82%	0.04%	+31.1%	Q2 2013
NFLXNetflix Inc	$58.9M	0.82%	0.01%	+6.8%	Q2 2013
MSFTMicrosoft Corp	$58.2M	0.81%	0.00%	-34.6%	Q2 2013
VZVerizon Communications Inc	$57M	0.79%	0.03%	+17.9%	Q2 2013
FOXFox Corp	$55.8M	0.78%	Not reported	+8.0%	Q1 2024
WMTWalmart Inc.	$53.6M	0.75%	0.01%	+16.3%	Q3 2024
LOWLowes Companies Inc	$52.8M	0.74%	0.04%	+57.1%	Q2 2013
GOOGLAlphabet Inc.	$52.8M	0.73%	0.00%	+0.5%	Q1 2016
FOXAFox Corp	$51.6M	0.72%	92080000.00%	+19.2%	Q1 2019
MAMastercard Inc	$50.5M	0.70%	0.01%	+21.0%	Q2 2013
CRMSalesforce, Inc.	$47.5M	0.66%	0.02%	+34.4%	Q2 2013
COFCapital One Financial Corp	$47M	0.65%	0.03%	+146.5%	Q2 2013
PLTRPalantir Technologies Inc.	$46.5M	0.65%	0.01%	+79.2%	Q2 2021
DELLDell Technologies Inc.	$45.9M	0.64%	0.05%	-3.7%	Q2 2013
SPOTSpotify Technology S.A.	$45.8M	0.64%	0.03%	+12.0%	Q4 2024
AMZNAmazon Com Inc	$44.7M	0.62%	0.00%	+0.3%	Q2 2013
EAElectronic Arts Inc.	$44.6M	0.62%	Not reported	+10.6%	Q2 2013
GOOGAlphabet Inc.	$44.6M	0.62%	Not reported	+4.5%	Q4 2015
MRKMerck & Co., Inc.	$44.5M	0.62%	0.02%	0.0%	Q2 2013
FTNTFortinet, Inc.	$44.3M	0.62%	0.05%	+55.2%	Q4 2015
STXSeagate Technology Holdings plc	$43.2M	0.60%	0.14%	+140.9%	Q2 2013
ACNAccenture plc	$43.2M	0.60%	0.02%	+68.9%	Q2 2013
TMUST-Mobile US, Inc.	$42M	0.58%	0.02%	+22.6%	Q2 2013
CTSHCognizant Technology Solutions Corp	$41.9M	0.58%	0.11%	+71.5%	Q2 2013
FASTFastenal Co	$40.6M	0.56%	0.08%	+71.8%	Q2 2013
FISVFiserv Inc	$40.1M	0.56%	0.04%	+170.9%	Q2 2013
NXPINXP Semiconductors N.V.	$39.6M	0.55%	0.07%	+12.7%	Q1 2016
ADSKAutodesk, Inc.	$39.6M	0.55%	0.06%	+60.6%	Q2 2013
TJXTJX Companies Inc	$39.5M	0.55%	0.03%	-10.0%	Q2 2013
TERTeradyne, Inc	$39M	0.54%	0.27%	+98.8%	Q4 2019
KMBKimberly Clark Corp	$38.9M	0.54%	0.09%	-18.5%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$38.9M	0.54%	0.11%	+27.0%	Q4 2020
FICOFair Isaac Corp	$38.4M	0.53%	0.09%	+51.1%	Q2 2020
CEGConstellation Energy Corp	$37.9M	0.53%	0.04%	-10.1%	Q2 2023
GENGen Digital Inc.	$37.7M	0.52%	0.21%	+15.5%	Q4 2019
DASHDoorDash, Inc.	$37.5M	0.52%	Not reported	+43.3%	Q4 2021
PYPLPayPal Holdings, Inc.	$37.5M	0.52%	0.05%	+24.4%	Q3 2015

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