13F value (AUM)
$22.3B
LA
Lansforsakringar Fondforvaltning Ab (Publ)
LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL)
$22.3B
13F long value · 2026-Q2Positions591
CategoryAsset Manager
Quarters tracked7
● #318 of 581 by 13F value
Size rank 5/10
12 NEW22 ADD60 2×+31 TRIM8 NEAR EXIT9 EXIT
Snapshot
Lansforsakringar Fondforvaltning Ab (Publ)'s 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
591 (63 unmapped)
Top 100 weight
75.9%
Quarters tracked
7
Latest 13F filed
Aug 13, 2026
New positions
12
Exits / near-exits
17
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 75.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.3% | $1.6B | 8.1M | +17.9% |
| AAPL | APPLE INC | 6.1% | $1.4B | 4.7M | +15.1% |
| MSFT | MICROSOFT CORP | 4.4% | $988.5M | 2.6M | +39.2% |
| AMZN | AMAZON COM INC | 3.9% | $870.4M | 3.7M | +5.9% |
| GOOGL | ALPHABET INC | 3.5% | $787.4M | 2.2M | -4.1% |
| AVGO | BROADCOM INC | 2.9% | $646.5M | 1.7M | -7.7% |
| GOOG | ALPHABET INC | 2.2% | $490.4M | 1.4M | -1.4% |
| — | ASTRAZENECA PLC | 2.1% | $473.7M | 2.5M | — |
| LLY | ELI LILLY & CO | 1.9% | $417.4M | 348.0K | -27.6% |
| JPM | JPMORGAN CHASE & CO | 1.7% | $382.4M | 1.2M | +2.0% |
| META | META PLATFORMS INC | 1.7% | $371.3M | 659.1K | +29.8% |
| TSLA | TESLA INC | 1.6% | $355.4M | 844.9K | -12.8% |
| AMD | ADVANCED MICRO DEVICES INC | 1.4% | $319.8M | 550.5K | +9.4% |
| MU | MICRON TECHNOLOGY INC | 1.3% | $299.1M | 259.1K | -54.6% |
| V | VISA INC | 1.2% | $273.6M | 797.5K | +4.2% |
Quarterly changes — 2026-Q2
What Lansforsakringar Fondforvaltning Ab (Publ) opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| 2×+ | MU | MICRON TECHNOLOGY INC | 5.3K | 259.1K | +4834.2% | +$297.3M |
| NEW | BRK-B | BERKSHIRE HATHAWAY INC DEL | — | 312.9K | — | +$156.5M |
| 2×+ | APH | AMPHENOL CORP | 40.7K | 823.3K | +1920.7% | +$140.0M |
| ADD | JPM | JPMORGAN CHASE & CO | 927.4K | 1.2M | +26.0% | +$109.6M |
| 2×+ | GEV | GE VERNOVA INC | 1.6K | 67.8K | +4219.3% | +$78.3M |
| ADD | — | LINDE PLC | 171.3K | 290.9K | +69.8% | +$66.0M |
| ADD | MS | MORGAN STANLEY | 426.2K | 644.1K | +51.1% | +$64.5M |
| 2×+ | WM | WASTE MGMT INC DEL | 170.5K | 459.2K | +169.3% | +$63.2M |
| 2×+ | TXN | TEXAS INSTRS INC | 7.7K | 212.6K | +2668.6% | +$61.9M |
| 2×+ | WDC | WESTERN DIGITAL CORP | 41.5K | 108.6K | +161.9% | +$58.2M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.