StockDriftsStockDriftsTop 50 AMF Tjanstepension AB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.45% | 7.97M | $1.60B | -2.66%(-218.16K) | $20.21(+1018.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.25% | 2.83M | $1.05B | -0.07%(-2.02K) | $160.21(+203.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.59% | 3.26M | $943.0M | +0.00%(+0) | $180.64(+69.06%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.18% | 2.48M | $874.8M | +0.19%(+4.81K) | $127.48(+168.78%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.4% | 1.56M | $742.7M | -4.75%(-77.54K) | $141.80(+201.03%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.48% | 2.47M | $587.8M | -0.52%(-12.82K) | $162.49(+61.57%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.4% | 478.1K | $573.4M | +0.19%(+900) | $665.94(+77.10%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 3.23% | 9.56M | $544.9M | +0.00%(+0) | $41.20(+57.97%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 3.22% | 850.8K | $543.5M | -38.07%(-523.06K) | $47.45(+969.30%) | 2026-06-30 | |
| V | VISA INC | 2.89% | 1.42M | $488.2M | +0.00%(+0) | $178.85(+102.37%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.20% | +87.01% | +16.21% | +111.98% |
| Top 20 Holdings Unweighted | +21.09% | +77.57% | +15.89% | +109.05% |
AMF Tjanstepension AB reports $16.88B in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.4%), MSFT (6.3%) and AAPL (5.6%). The top 20 holdings account for 66.32% of reported assets. Its disclosed equity book has returned +87.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from AMF Tjanstepension AB’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1553562). View AMF Tjanstepension AB’s 13F filings on SEC