Tredje AP-fonden

Tredje AP-fonden filed Q1 2026 13F-HR with $18.3B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including NVDA (6.8%), AAPL (6.0%), MSFT (4.3%). Quarter-over-quarter activity shows 19 new entries and 19 exits, with a net additive posture across 69 changed positions. Notable reduction: GOOGL (23.4% reduction) (ALPHABET INC).