DOSSIER · 13F-HR · Q2 2026

Danica Pension, Livsforsikringsaktieselskab

$6.3B in tracked AUM across 187 positions as of Q2 2026.

DP
CIK 0002096095 · last filed Jun 30, 2026
Total AUM
$6.3B
as of Q2 2026
Holdings
187
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Danica Pension
1. Portfolio Overview

Danica Pension’s filing for the period ending September 30, 2025, reveals a robust and actively managed portfolio with a total value of $2.84 billion, spread across 41 holdings. The firm executed a strategic pivot during the quarter, growing the portfolio's total value by 9.4% (an increase of $240 million from the previous quarter's $2.60 billion).

The portfolio demonstrates a **high-conviction str...

2. Key Holdings

The portfolio is heavily anchored in the technology sector, specifically the artificial intelligence (AI) infrastructure theme.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$499M2.5M8.0%
02
AAPL
APPLE INC
$362M1.3M5.8%
03
GOOG
ALPHABET INC
$294M831K4.7%
04
MSFT
MICROSOFT CORP
$273M732K4.4%
05
AMZN
AMAZON COM INC
$259M1.1M4.1%
06
AVGO
BROADCOM INC
$208M550K3.3%
07
META
META PLATFORMS INC
$148M263K2.4%
08
MU
MICRON TECHNOLOGY INC
$145M126K2.3%
09
BAC
BANK OF AMER CORP
$102M1.8M1.6%
10
GOOGL
ALPHABET INC
$89M248K1.4%

Filing history

2026Q2Jun 30
$6.3B▲ 17.4%
187 positionsView →
2026Q1Mar 31
$5.3B▼ 23.1%
166 positionsView →
2025Q4Dec 31
$6.9B▲ 144.0%
79 positionsView →
2025Q3Sep 30
$2.8B▲ 9.4%
41 positionsView →
2025Q2Jun 30
$2.6B▲ 14.8%
42 positionsLocked
2025Q1Mar 31
$2.3B▼ 57.7%
43 positionsLocked
2024Q4Dec 31
$5.3B▲ 3.3%
90 positionsLocked
2024Q3Sep 30
$5.2B▲ 5.9%
96 positionsLocked
2024Q2Jun 30
$4.9B▲ 8.6%
88 positionsLocked
2024Q1Mar 31
$4.5B—
93 positionsLocked