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AMF Tjanstepension AB

CIK 1553562 · latest 13F filed 6 August 2026 · Read the filing on EDGAR

AMF Tjanstepension AB reported 121 US-listed holdings worth $16.88 billion in its 13F for the quarter ended 30 June 2026, filed 6 August 2026. Its largest: NVIDIA Corp. (9.5%), Microsoft Corp. (6.2%) and Apple Inc. (5.6%). Against the quarter before, it opened 8 positions, added to 15, trimmed 19 and sold out of 4.

Reported holdings$16.88B+11.9% on Q1 2026
Positions121+4 on Q1 2026
The largest ten47.1%of its reported holdings
Latest 13FQ2 2026filed 6 August 2026
Where the money is
Added toHeldTrimmed
NVDA9.5%MSFT6.2%AAPL5.6%GOOG5.2%TSM4.4%AMZN3.5%LLY3.4%BAC3.2%WDC3.2%V2.9%LIN2.7%PLD2.5%PH2.1%AVGO1.9%107 more43.7%

The 14 largest of its 121 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $13.99 billion in 230 positions$14.0BQ3 24Q4 2024: $14.07 billion in 250 positions$14.1BQ4 24Q1 2025: $13.55 billion in 225 positions$13.5BQ1 25Q2 2025: $15.03 billion in 170 positions$15.0BQ2 25Q3 2025: $25.04 billion in 134 positions$25.0BQ3 25Q4 2025: $16.14 billion in 123 positions$16.1BQ4 25Q1 2026: $15.08 billion in 117 positions$15.1BQ1 26Q2 2026: $16.88 billion in 121 positions$16.9BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 8Added 15Held 79Trimmed 19Sold out 4
Opened: 8Added: 15Held: 79Trimmed: 19Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 8

  1. Micron Technology Inc. MU$292.4 million
  2. Cisco Systems, Inc. CSCO$98.6 million
  3. Marvell Technology, Inc. MRVL$5.8 million
  4. Coherent Corp. COHR$2.2 million
  5. Yandex N V NBIS$1.9 million
  6. Birkenstock Holding plc BIRK$1.6 million
  7. Edwards Lifesciences Corp. EW$1.4 million
  8. Flex Ltd. FLEX$1.0 million

Added to 15

  1. KLA Corp. KLAC+610,906 shares · +946%
  2. Advanced Micro Devices Inc. AMD+8,268 shares · +50%
  3. Yum! Brands, Inc. YUM+27,494 shares · +5%
  4. Celestica Inc. CLS+8,795 shares · +319%
  5. Morgan Stanley MS+11,977 shares · +3%
  6. Meta Platforms, Inc. META+4,268 shares · +1%
  7. ITT Inc. ITT+11,806 shares · +36%
  8. Levi Strauss & Co. New LEVI+77,465 shares · +45%

and 7 more in the table below

Trimmed 19

  1. Western Digital Corp. WDC-523,063 shares · -38%
  2. Prologis, Inc. PLD-707,675 shares · -19%
  3. NVIDIA Corp. NVDA-218,157 shares · -3%
  4. Taiwan Semiconductor Manufacturing Company Limited TSM-77,544 shares · -5%
  5. Valero Energy Corp. VLO-56,228 shares · -50%
  6. Goldman Sachs Group Inc. GS-12,647 shares · -9%
  7. Linde plc LIN-17,526 shares · -2%
  8. SLB Limited SLB-129,668 shares · -10%

and 11 more in the table below

Sold out of 4

  1. Service Corp. International SCI$8.2 million last quarter
  2. Onto Innovation Inc. ONTO$4.2 million last quarter
  3. S&P Global Inc. SPGI$3.7 million last quarter
  4. American Tower Corp. AMT$1.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA7,974,683$1.60 billion9.45%-218,157
Microsoft Corp. MSFT2,825,808$1.05 billion6.25%-2,017
Apple Inc. AAPL3,258,851$943.0 million5.59%no change
Alphabet Inc. GOOG2,475,768$874.8 million5.18%+4,813
Taiwan Semiconductor Manufacturing Company Limited TSM1,555,194$742.7 million4.40%-77,544
Amazon.com Inc. AMZN2,466,179$587.8 million3.48%-12,817
Eli Lilly & Co. LLY478,077$573.4 million3.40%+900
Bank of America Corp. BAC9,562,619$544.9 million3.23%no change
Western Digital Corp. WDC850,847$543.5 million3.22%-523,063
Visa Inc. V1,423,049$488.2 million2.89%no change
Linde plc LIN890,930$462.3 million2.74%-17,526
Prologis, Inc. PLD3,101,097$420.1 million2.49%-707,675
Parker-Hannifin Corp. PH360,645$352.8 million2.09%-1,869
Broadcom Inc. AVGO831,667$314.2 million1.86%+4,618
Alphabet Inc. GOOGL841,228$300.6 million1.78%no change
Meta Platforms, Inc. META520,699$293.3 million1.74%+4,268
Micron Technology Inc. MU253,300$292.4 million1.73%new
JPMorgan Chase & Co. JPM853,194$279.3 million1.65%no change
Intercontinental Exchange, Inc. ICE2,162,201$266.2 million1.58%-35,513
MercadoLibre, Inc. MELI156,128$265.0 million1.57%-1,605
Coca-Cola Co. KO2,910,053$236.5 million1.40%no change
Spotify Technology S.A. SPOT500,000$229.6 million1.36%no change
Comfort Systems USA Inc. FIX109,590$217.2 million1.29%no change
Alibaba Group Holding Limited BABA2,160,591$207.4 million1.23%-46,043
Berkshire Hathaway Inc. Class B BRKB412,511$206.4 million1.22%no change
KLA Corp. KLAC675,450$203.8 million1.21%+610,906
General Electric Co. GE439,350$164.2 million0.97%no change
Vertex Pharmaceuticals Inc. VRTX314,765$156.4 million0.93%+1,848
Citigroup Inc. C1,099,751$153.9 million0.91%no change
Eaton Corp. plc ETN359,646$153.3 million0.91%no change
Rollins Inc. ROL3,555,642$148.4 million0.88%-113,592
Salesforce, Inc. CRM931,126$145.9 million0.86%-10,094
Adobe Inc. ADBE689,047$141.3 million0.84%no change
Goldman Sachs Group Inc. GS128,848$130.3 million0.77%-12,647
Progressive Corp. PGR556,076$121.5 million0.72%no change
GE Vernova Inc. GEV93,333$109.7 million0.65%no change
Verizon Communications Inc. VZ2,544,470$107.7 million0.64%no change
Cisco Systems, Inc. CSCO839,133$98.6 million0.58%new
Costco Wholesale Corp. COST104,753$98.0 million0.58%no change
Royal Caribbean Cruises Ltd. RCL304,790$96.8 million0.57%no change
United Rentals, Inc. URI83,698$94.8 million0.56%+1,002
Yum! Brands, Inc. YUM579,067$92.6 million0.55%+27,494
Elevance Health, Inc. ELV238,133$92.1 million0.55%no change
Netflix Inc. NFLX1,267,857$90.5 million0.54%no change
NextEra Energy Inc. NEE1,002,143$88.0 million0.52%no change
McDonald's Corp. MCD319,360$86.3 million0.51%no change
Capital One Financial Corp. COF429,374$86.1 million0.51%no change
Trane Technologies plc TT174,917$85.9 million0.51%no change
Colgate-Palmolive Co. CL850,709$78.0 million0.46%no change
Hewlett Packard Enterprise Co. HPE1,699,944$76.7 million0.45%-65,944
Morgan Stanley MS360,596$75.4 million0.45%+11,977
Sprouts Farmers Market, Inc. SFM855,628$72.4 million0.43%no change
Gilead Sciences, Inc. GILD542,262$68.5 million0.41%no change
Intuitive Surgical Inc. ISRG171,089$68.0 million0.40%no change
Danaher Corp. DHR353,691$67.4 million0.40%no change
Autozone Inc. AZO20,147$64.4 million0.38%no change
Humana Inc. HUM155,989$62.0 million0.37%no change
Newmont Corp. NEM649,774$60.7 million0.36%no change
SLB Limited SLB1,150,790$53.5 million0.32%-129,668
Sempra SRE546,238$50.6 million0.30%no change
HCA Healthcare, Inc. HCA129,154$50.4 million0.30%no change
Allstate Corp. ALL203,131$48.3 million0.29%no change
Entergy Corp. ETR402,074$46.2 million0.27%no change
Cigna Group CI166,085$45.8 million0.27%no change
Aflac Inc. AFL371,149$43.5 million0.26%no change
Marsh & McLennan Companies, Inc. MRSH257,521$42.9 million0.25%no change
Stryker Corp. SYK130,128$41.0 million0.24%no change
Aon plc AON122,843$40.7 million0.24%no change
Cardinal Health Inc. CAH170,668$40.5 million0.24%no change
Baker Hughes Co. BKR729,153$40.4 million0.24%no change
Shopify Inc. SHOP350,833$40.1 million0.24%no change
Boston Scientific Corp. BSX928,424$39.6 million0.23%-23,558
Travelers Companies, Inc. TRV118,841$39.2 million0.23%no change
Public Service Enterprise Group Inc. PEG470,925$38.2 million0.23%no change
Exelon Corp. EXC742,992$34.6 million0.21%no change
Cencora, Inc. COR115,849$32.8 million0.19%no change
Consolidated Edison Inc. ED294,856$32.6 million0.19%no change
SAP SE SAP195,895$30.2 million0.18%no change
Hartford Insurance Group, Inc. HIG201,947$26.8 million0.16%no change
Ulta Beauty, Inc. ULTA59,247$26.7 million0.16%no change
AppLovin Corp. APP45,925$23.7 million0.14%+2,267
Oracle Corp. ORCL155,318$22.8 million0.13%no change
American Water Works Company, Inc. AWK155,622$20.5 million0.12%no change
Willis Towers Watson plc WTW69,828$18.3 million0.11%no change
Atmos Energy Corp. ATO105,704$18.2 million0.11%no change
Eversource Energy ES251,833$18.2 million0.11%no change
Valero Energy Corp. VLO55,525$14.5 million0.09%-56,228
Advanced Micro Devices Inc. AMD24,687$14.3 million0.08%+8,268
ITT Inc. ITT44,854$8.9 million0.05%+11,806
Welltower Inc. WELL37,040$8.4 million0.05%no change
AbbVie Inc. ABBV30,909$7.8 million0.05%no change
Lam Research Corp. LRCX17,916$7.8 million0.05%no change
Nextpower Inc. NXT59,117$7.0 million0.04%no change
Levi Strauss & Co. New LEVI249,510$6.2 million0.04%+77,465
Marvell Technology, Inc. MRVL19,463$5.8 million0.03%new
Woodward, Inc. WWD12,983$5.5 million0.03%-1,969
Amphenol Corp. APH30,362$5.4 million0.03%no change
Nu Holdings Ltd. NU362,742$4.8 million0.03%+22,234
Celestica Inc. CLS11,549$4.2 million0.02%+8,795
Arch Capital Group Ltd. ACGL43,035$4.2 million0.02%no change
Bank of New York Mellon Corp. BNY27,274$3.9 million0.02%no change
Home Depot, Inc. HD10,243$3.6 million0.02%no change
Coherent Corp. COHR5,503$2.2 million0.01%new
Merck & Co., Inc. MRK15,947$2.0 million0.01%no change
Veeva Systems Inc. VEEV11,323$2.0 million0.01%no change
Aptiv plc APTV31,748$1.9 million0.01%-17,127
NXP Semiconductors N.V. NXPI6,897$1.9 million0.01%no change
McKesson Corp. MCK2,523$1.9 million0.01%no change
Yandex N V NBIS6,735$1.9 million0.01%new
Yum China Hldgs Inc. YUMC44,506$1.8 million0.01%no change
Edison International EIX24,208$1.8 million0.01%no change
Birkenstock Holding plc BIRK37,359$1.6 million0.01%new
Prudential Financial Inc. PRU14,827$1.6 million0.01%no change
Edwards Lifesciences Corp. EW15,985$1.4 million0.01%new
Credicorp Ltd BAP3,400$1.3 million0.01%no change
C. H. Robinson Worldwide, Inc. CHRW6,772$1.3 million0.01%no change
IDEXX Laboratories Inc. IDXX2,092$1.1 million0.01%no change
Flex Ltd. FLEX6,376$1.0 million0.01%new
First Solar, Inc. FSLR3,949$931,8060.01%no change
Agilent Technologies, Inc. A6,424$853,3000.01%no change
Zoetis Inc. ZTS7,481$537,5850.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.