Andra Ap-Fonden Top Holdings and 13F Report (2025)

About Andra Ap-Fonden

Investment Activity

Andra Ap-Fonden has $6.24 billion in total holdings as of December 31, 2024.
Andra Ap-Fonden owns shares of 385 different stocks, but just 175 companies or ETFs make up 80% of its holdings.
Approximately 17.01% of the portfolio was purchased this quarter.
About 25.74% of the portfolio was sold this quarter.
This quarter, Andra Ap-Fonden has purchased 426 new stocks and bought additional shares in 165 stocks.
Andra Ap-Fonden sold shares of 172 stocks and completely divested from 87 stocks this quarter.

Largest Holdings

NVIDIA: $195,835,107
Apple: $146,095,028
NetApp: $78,922,792
Microsoft: $72,160,800
Meta Platforms: $67,567,854

Largest New Holdings this Quarter

LAM RESEARCH CORP: $45,750,482 Holding
APTIV PLC: $37,455,506 Holding
ARISTA NETWORKS INC: $26,836,684 Holding
PayPal: $11,914,860 Holding
Moody's: $10,840,173 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 633,400 shares (about $45.75M)
APTIV PLC: 619,304 shares (about $37.46M)
ARISTA NETWORKS INC: 242,800 shares (about $26.84M)
3M: 186,100 shares (about $24.02M)
Mastercard: 43,000 shares (about $22.64M)

Largest Sales this Quarter

QUALCOMM: 769,139 shares (about $118.16M)
Applied Materials: 293,800 shares (about $47.78M)
Apple: 140,400 shares (about $35.16M)
Johnson & Johnson: 240,300 shares (about $34.75M)
Meta Platforms: 55,900 shares (about $32.73M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$195,835,107	$25,380,810 ▼	-11.5%	1,458,300	3.1%	Computer and Technology
AAPL Apple	$146,095,028	$35,158,968 ▼	-19.4%	583,400	2.3%	Computer and Technology
NTAP NetApp	$78,922,792	$11,259,760 ▲	16.6%	679,900	1.3%	Computer and Technology
MSFT Microsoft	$72,160,800	$3,919,950 ▼	-5.2%	171,200	1.2%	Computer and Technology
META Meta Platforms	$67,567,854	$32,730,009 ▼	-32.6%	115,400	1.1%	Computer and Technology
APPLOVIN CORP	$66,773,746	$32,221,085 ▼	-32.5%	206,200	1.1%	COM
KLAC KLA	$62,570,916	$21,172,032 ▲	51.1%	99,300	1.0%	Computer and Technology
KMB Kimberly-Clark	$62,257,104	$7,233,408 ▲	13.1%	475,100	1.0%	Consumer Staples
WSM Williams-Sonoma	$61,246,618	$6,729,626 ▲	12.3%	330,741	1.0%	Retail/Wholesale
IT Gartner	$60,800,985	$9,640,953 ▲	18.8%	125,500	1.0%	Business Services
AVGO Broadcom	$60,417,504	$556,416 ▲	0.9%	260,600	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$59,951,471	$8,581,618 ▼	-12.5%	250,100	1.0%	Finance
DELL Dell Technologies	$58,450,880	$9,864,544 ▲	20.3%	507,210	0.9%	Computer and Technology
MRK Merck & Co., Inc.	$57,370,116	$2,924,712 ▲	5.4%	576,700	0.9%	Medical
GDDY GoDaddy	$51,612,255	$2,585,547 ▼	-4.8%	261,500	0.8%	Computer and Technology
ULTA Ulta Beauty	$51,408,726	$1,348,283 ▲	2.7%	118,200	0.8%	Retail/Wholesale
HPQ HP	$50,077,261	$4,734,613 ▲	10.4%	1,534,700	0.8%	Computer and Technology
DKS DICK'S Sporting Goods	$50,070,192	$2,428,679 ▲	5.1%	218,800	0.8%	Retail/Wholesale
LLY Eli Lilly and Company	$48,944,800	$4,477,600 ▲	10.1%	63,400	0.8%	Medical
LAM RESEARCH CORP	$45,750,482	$45,750,482 ▲	New Holding	633,400	0.7%	COM
GOOGL Alphabet	$44,418,109	$16,778,795 ▼	-27.4%	234,644	0.7%	Computer and Technology
TJX TJX Companies	$44,180,217	$6,137,148 ▲	16.1%	365,700	0.7%	Retail/Wholesale
ADBE Adobe	$43,845,448	$133,404 ▲	0.3%	98,600	0.7%	Computer and Technology
WMT Walmart	$43,584,840	$9,315,085 ▲	27.2%	482,400	0.7%	Retail/Wholesale
NFLX Netflix	$43,050,756	$12,745,876 ▼	-22.8%	48,300	0.7%	Consumer Discretionary
CTSH Cognizant Technology Solutions	$42,825,379	$6,874,860 ▼	-13.8%	556,897	0.7%	Computer and Technology
MA Mastercard	$42,178,257	$22,642,510 ▲	115.9%	80,100	0.7%	Business Services
AMZN Amazon.com	$39,950,919	$8,490,393 ▼	-17.5%	182,100	0.6%	Retail/Wholesale
APTIV PLC	$37,455,506	$37,455,506 ▲	New Holding	619,304	0.6%	COM
CRM Salesforce	$37,043,095	$22,400,110 ▼	-37.7%	110,798	0.6%	Computer and Technology
NXPI NXP Semiconductors	$36,921,227	$547,477 ▲	1.5%	177,634	0.6%	Computer and Technology
ROKU Roku	$36,471,204	$1,828,764 ▲	5.3%	490,600	0.6%	Consumer Discretionary
VZ Verizon Communications	$35,687,076	$1,467,633 ▲	4.3%	892,400	0.6%	Computer and Technology
TGT Target	$34,673,670	$2,622,492 ▲	8.2%	256,500	0.6%	Retail/Wholesale
PGR Progressive	$34,503,840	$2,635,710 ▲	8.3%	144,000	0.6%	Finance
GOOG Alphabet	$34,355,376	$13,635,504 ▼	-28.4%	180,400	0.6%	Computer and Technology
A Agilent Technologies	$34,122,360	$564,228 ▼	-1.6%	254,000	0.5%	Medical
MMM 3M	$33,545,586	$24,023,649 ▲	252.3%	259,862	0.5%	Multi-Sector Conglomerates
CL Colgate-Palmolive	$32,426,233	$11,609,207 ▼	-26.4%	356,685	0.5%	Consumer Staples
PINS Pinterest	$31,960,900	$6,733,800 ▼	-17.4%	1,102,100	0.5%	Computer and Technology
LOW Lowe's Companies	$31,639,760	$12,957,000 ▲	69.4%	128,200	0.5%	Retail/Wholesale
GEN Genesis Healthcare	$31,632,114	$7,321,412 ▲	30.1%	1,155,300	0.5%	Business Services
EPAM EPAM Systems	$31,518,936	$4,629,636 ▲	17.2%	134,800	0.5%	Computer and Technology
GS The Goldman Sachs Group	$31,320,596	$5,382,628 ▼	-14.7%	54,697	0.5%	Finance
IBM International Business Machines	$30,270,591	$769,405 ▲	2.6%	137,700	0.5%	Computer and Technology
BKNG Booking	$29,810,520	$496,842 ▲	1.7%	6,000	0.5%	Retail/Wholesale
GILD Gilead Sciences	$29,724,666	$7,084,779 ▼	-19.2%	321,800	0.5%	Medical
ROST Ross Stores	$29,709,428	$8,743,406 ▼	-22.7%	196,400	0.5%	Retail/Wholesale
ACI Albertsons Companies	$29,084,876	$1,060,560 ▼	-3.5%	1,480,900	0.5%	Consumer Staples
DOCU DocuSign	$28,915,710	$12,258,822 ▼	-29.8%	321,500	0.5%	Computer and Technology
AXP American Express	$28,446,728	$89,037 ▼	-0.3%	95,848	0.5%	Finance
MTCH Match Group	$28,338,930	$12,753,531 ▲	81.8%	866,369	0.5%	Retail/Wholesale
CTAS Cintas	$28,300,230	$2,923,200 ▼	-9.4%	154,900	0.5%	Business Services
T AT&T	$28,100,457	$8,568,351 ▼	-23.4%	1,234,100	0.5%	Computer and Technology
ABBV AbbVie	$27,952,210	$2,718,810 ▼	-8.9%	157,300	0.4%	Medical
DVA DaVita	$27,801,345	$2,706,855 ▼	-8.9%	185,900	0.4%	Medical
MANH Manhattan Associates	$27,726,624	$3,756,336 ▼	-11.9%	102,600	0.4%	Computer and Technology
FICO Fair Isaac	$27,673,927	$995,465 ▼	-3.5%	13,900	0.4%	Computer and Technology
TMUS T-Mobile US	$27,525,031	$9,491,390 ▼	-25.6%	124,700	0.4%	Computer and Technology
PHM PulteGroup	$27,225,000	$3,582,810 ▲	15.2%	250,000	0.4%	Construction
MPWR Monolithic Power Systems	$27,040,690	$11,419,810 ▲	73.1%	45,700	0.4%	Computer and Technology
CEG Constellation Energy	$26,912,313	$1,610,712 ▲	6.4%	120,300	0.4%	Oils/Energy
ARISTA NETWORKS INC	$26,836,684	$26,836,684 ▲	New Holding	242,800	0.4%	COM
INTU Intuit	$26,774,100	$2,765,400 ▲	11.5%	42,600	0.4%	Computer and Technology
FDX FedEx	$26,388,754	$5,373,403 ▼	-16.9%	93,800	0.4%	Transportation
COST Costco Wholesale	$26,296,949	$11,270,121 ▼	-30.0%	28,700	0.4%	Retail/Wholesale
KGC Kinross Gold	$26,159,325	$3,218,685 ▲	14.0%	1,959,500	0.4%	Basic Materials
UHS Universal Health Services	$26,123,552	$9,886,042 ▲	60.9%	145,600	0.4%	Medical
PCG PG&E	$25,384,422	$4,334,664 ▼	-14.6%	1,257,900	0.4%	Utilities
ZM Zoom Video Communications	$25,111,397	$457,016 ▼	-1.8%	307,700	0.4%	Computer and Technology
SHOP Shopify	$24,753,782	$2,233,654 ▼	-8.3%	161,800	0.4%	Computer and Technology
K Kellanova	$24,744,432	$9,238,677 ▲	59.6%	305,600	0.4%	Consumer Discretionary
BLDR Builders FirstSource	$24,655,425	$1,672,281 ▲	7.3%	172,500	0.4%	Retail/Wholesale
IRM Iron Mountain	$24,595,740	$220,731 ▲	0.9%	234,000	0.4%	Business Services
EBAY eBay	$24,499,862	$1,263,780 ▲	5.4%	395,478	0.4%	Retail/Wholesale
ELV Elevance Health	$24,347,400	$3,725,890 ▲	18.1%	66,000	0.4%	Medical
EA Electronic Arts	$24,315,060	$2,311,540 ▼	-8.7%	166,200	0.4%	Consumer Discretionary
NU NU	$24,294,200	$10,630,396 ▲	77.8%	2,345,000	0.4%	Finance
UPS United Parcel Service	$24,234,276	$3,656,900 ▲	17.8%	192,183	0.4%	Transportation
CAT Caterpillar	$24,196,092	$7,835,616 ▲	47.9%	66,700	0.4%	Industrial Products
REGN Regeneron Pharmaceuticals	$23,649,356	$4,915,077 ▲	26.2%	33,200	0.4%	Medical
ZTS Zoetis	$23,608,557	$293,274 ▲	1.3%	144,900	0.4%	Medical
CNC Centene	$23,523,214	$1,690,182 ▲	7.7%	388,300	0.4%	Medical
UTHR United Therapeutics	$23,499,144	$1,940,620 ▲	9.0%	66,600	0.4%	Medical
EXPE Expedia Group	$23,496,213	$4,919,112 ▼	-17.3%	126,100	0.4%	Retail/Wholesale
ADP Automatic Data Processing	$23,242,762	$15,719,601 ▲	208.9%	79,400	0.4%	Business Services
ACN Accenture	$23,115,417	$4,010,406 ▲	21.0%	65,708	0.4%	Computer and Technology
SWKS Skyworks Solutions	$22,993,128	$9,924,888 ▼	-30.2%	259,282	0.4%	Computer and Technology
STX Seagate Technology	$22,639,113	$16,700,985 ▲	281.3%	262,300	0.4%	Computer and Technology
ADSK Autodesk	$21,901,737	$5,793,172 ▼	-20.9%	74,100	0.4%	Computer and Technology
OMC Omnicom Group	$21,737,748	$8,190,492 ▲	60.5%	252,647	0.3%	Business Services
JNJ Johnson & Johnson	$21,664,076	$34,752,186 ▼	-61.6%	149,800	0.3%	Medical
ON Onsemi	$21,651,370	$20,781,280 ▲	2,388.4%	343,400	0.3%	Computer and Technology
AEP American Electric Power	$21,517,259	$10,966,147 ▲	103.9%	233,300	0.3%	Utilities
EIX Edison International	$21,365,184	$3,816,352 ▲	21.7%	267,600	0.3%	Utilities
CBRE CBRE Group	$21,308,367	$3,466,056 ▲	19.4%	162,300	0.3%	Finance
VERALTO CORP	$21,093,135	$3,350,865 ▲	18.9%	207,100	0.3%	COM
ITW Illinois Tool Works	$21,070,836	$18,786,007 ▲	822.2%	83,100	0.3%	Industrial Products
HIG The Hartford Financial Services Group	$21,048,560	$5,590,340 ▲	36.2%	192,400	0.3%	Finance
GWW W.W. Grainger	$20,975,595	$8,959,425 ▼	-29.9%	19,900	0.3%	Industrial Products

Showing largest 100 holdings. View all holdings.

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Andra Ap-Fonden Top Holdings and 13F Report (2025)

About Andra Ap-Fonden

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Andra Ap-Fonden Top Holdings and 13F Report (2025)

About Andra Ap-Fonden

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAndra Ap-Fonden

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools