13F holdings
AMF Tjanstepension AB portfolio
Managed by . 117 reported positions worth $15.1B as of 2026-03-31, filed with the SEC on 2026-05-04. Parsed from the filing itself, not a reseller.
$15.1B
Book value
117
Positions
46%
Top 10 weight
+8
New this quarter
-14
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 34 days old on 2026-05-04, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (8)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| ADBE | ADOBE INC | $167.5M | 689,047 | 1.11% |
| ETN | EATON CORP PLC | $128.6M | 359,646 | 0.85% |
| URI | UNITED RENTALS INC | $60.2M | 82,696 | 0.40% |
| LEVI | LEVI STRAUSS & CO NEW | $3.2M | 172,045 | 0.02% |
| VEEV | VEEVA SYS INC | $2.0M | 11,323 | 0.01% |
| NXPI | NXP SEMICONDUCTORS N V | $1.4M | 6,897 | 0.01% |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.1M | 6,772 | 0.01% |
| CLS | CELESTICA INC | $775,747 | 2,754 | 0.01% |
Closed out (14)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $102.7M | 1,097,591 | 0.00% |
| WDAY | WORKDAY INC | $72.7M | 338,537 | 0.00% |
| CNM | CORE & MAIN INC | $69.8M | 1,342,563 | 0.00% |
| INTC | INTEL CORP | $57.9M | 1,568,960 | 0.00% |
| DECK | DECKERS OUTDOOR CORP | $49.9M | 481,574 | 0.00% |
| AMGN | AMGEN INC | $49.5M | 151,156 | 0.00% |
| DDOG | DATADOG INC | $37.4M | 275,275 | 0.00% |
| NKE | NIKE INC | $21.2M | 332,304 | 0.00% |
| BIIB | BIOGEN INC | $5.9M | 33,479 | 0.00% |
| TEAM | ATLASSIAN CORPORATION | $4.7M | 28,799 | 0.00% |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $3.4M | 158,333 | 0.00% |
| VRNS | VARONIS SYS INC | $1.9M | 59,070 | 0.00% |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $817,493 | 9,967 | 0.00% |
| WTRG | ESSENTIAL UTILS INC | $713,266 | 18,594 | 0.00% |
Added to (70)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.4B | 8,192,840 | 9.47% | +2% |
| MSFT | MICROSOFT CORP | $1.0B | 2,827,825 | 6.94% | +5% |
| AAPL | APPLE INC | $827.1M | 3,258,851 | 5.48% | +2% |
| GOOG | ALPHABET INC | $708.8M | 2,470,955 | 4.70% | +1% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $551.8M | 1,632,738 | 3.66% | +6% |
| AMZN | AMAZON COM INC | $516.3M | 2,478,996 | 3.42% | +2% |
| PLD | PROLOGIS INC. | $503.4M | 3,808,772 | 3.34% | +2% |
| BAC | BANK AMERICA CORP | $466.2M | 9,562,619 | 3.09% | +3% |
| LIN | LINDE PLC | $450.4M | 908,456 | 2.99% | +1% |
| LLY | ELI LILLY & CO | $438.9M | 477,177 | 2.91% | +3% |
| V | VISA INC | $430.1M | 1,423,049 | 2.85% | +3% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $345.7M | 2,197,714 | 2.29% | +3% |
| META | META PLATFORMS INC | $295.5M | 516,431 | 1.96% | +2% |
| BABA | ALIBABA GROUP HLDG LTD | $276.8M | 2,206,634 | 1.84% | +4% |
| MELI | MERCADOLIBRE INC | $272.7M | 157,733 | 1.81% | +17% |
Trimmed (20)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $778,980 | 3,949 | 0.01% | -99% |
| FIX | COMFORT SYS USA INC | $151.1M | 109,590 | 1.00% | -60% |
| CL | COLGATE PALMOLIVE CO | $72.5M | 850,709 | 0.48% | -46% |
| BNY | BANK NEW YORK MELLON CORP | $3.2M | 27,274 | 0.02% | -34% |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $83.9M | 304,790 | 0.56% | -32% |
| SYK | STRYKER CORPORATION | $42.8M | 130,128 | 0.28% | -30% |
| PH | PARKER-HANNIFIN CORP | $324.5M | 362,514 | 2.15% | -30% |
| WDC | WESTERN DIGITAL CORP | $371.6M | 1,373,910 | 2.46% | -22% |
| AMD | ADVANCED MICRO DEVICES INC | $3.3M | 16,419 | 0.02% | -20% |
| ISRG | INTUITIVE SURGICAL INC | $78.9M | 171,089 | 0.52% | -19% |
| ONTO | ONTO INNOVATION INC | $4.2M | 20,241 | 0.03% | -18% |
| HD | HOME DEPOT INC | $3.4M | 10,243 | 0.02% | -18% |
| NEE | NEXTERA ENERGY INC | $93.1M | 1,002,143 | 0.62% | -17% |
| NEM | NEWMONT CORP | $70.3M | 649,774 | 0.47% | -15% |
| TRV | TRAVELERS COMPANIES INC | $34.7M | 118,841 | 0.23% | -8% |
The book
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.4B | 8,192,840 | 9.47% | — |
| MSFT | MICROSOFT CORP | $1.0B | 2,827,825 | 6.94% | — |
| AAPL | APPLE INC | $827.1M | 3,258,851 | 5.48% | — |
| GOOG | ALPHABET INC | $708.8M | 2,470,955 | 4.70% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $551.8M | 1,632,738 | 3.66% | — |
| AMZN | AMAZON COM INC | $516.3M | 2,478,996 | 3.42% | — |
| PLD | PROLOGIS INC. | $503.4M | 3,808,772 | 3.34% | — |
| BAC | BANK AMERICA CORP | $466.2M | 9,562,619 | 3.09% | — |
| LIN | LINDE PLC | $450.4M | 908,456 | 2.99% | — |
| LLY | ELI LILLY & CO | $438.9M | 477,177 | 2.91% | — |
| V | VISA INC | $430.1M | 1,423,049 | 2.85% | — |
| WDC | WESTERN DIGITAL CORP | $371.6M | 1,373,910 | 2.46% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $345.7M | 2,197,714 | 2.29% | — |
| PH | PARKER-HANNIFIN CORP | $324.5M | 362,514 | 2.15% | — |
| META | META PLATFORMS INC | $295.5M | 516,431 | 1.96% | — |
| BABA | ALIBABA GROUP HLDG LTD | $276.8M | 2,206,634 | 1.84% | — |
| MELI | MERCADOLIBRE INC | $272.7M | 157,733 | 1.81% | — |
| AVGO | BROADCOM INC | $256.0M | 827,049 | 1.70% | — |
| JPM | JPMORGAN CHASE & CO | $251.0M | 853,194 | 1.66% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $242.5M | 500,000 | 1.61% | — |
| GOOGL | ALPHABET INC | $241.9M | 841,228 | 1.60% | — |
| KO | COCA COLA CO | $221.3M | 2,910,053 | 1.47% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.7M | 412,511 | 1.31% | — |
| ROL | ROLLINS INC | $196.0M | 3,669,234 | 1.30% | — |
| CRM | SALESFORCE INC | $175.7M | 941,220 | 1.16% | — |
| ADBE | ADOBE INC | $167.5M | 689,047 | 1.11% | — |
| FIX | COMFORT SYS USA INC | $151.1M | 109,590 | 1.00% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $139.7M | 312,917 | 0.93% | — |
| ETN | EATON CORP PLC | $128.6M | 359,646 | 0.85% | — |
| VZ | VERIZON COMMUNICATIONS INC | $127.7M | 2,544,470 | 0.85% | — |
| C | CITIGROUP INC | $124.7M | 1,099,751 | 0.83% | — |
| GE | GE AEROSPACE | $124.7M | 439,350 | 0.83% | — |
| NFLX | NETFLIX INC. | $121.9M | 1,267,857 | 0.81% | — |
| GS | GOLDMAN SACHS GROUP INC | $119.7M | 141,495 | 0.79% | — |
| PGR | PROGRESSIVE CORP | $110.2M | 556,076 | 0.73% | — |
| COST | COSTCO WHOLESALE CORPORATION | $104.4M | 104,753 | 0.69% | — |
| MCD | MCDONALDS CORP | $99.3M | 319,360 | 0.66% | — |
| KLAC | KLA CORP | $95.0M | 64,544 | 0.63% | — |
| NEE | NEXTERA ENERGY INC | $93.1M | 1,002,143 | 0.62% | — |
| YUM | YUM BRANDS INC | $85.8M | 551,573 | 0.57% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $83.9M | 304,790 | 0.56% | — |
| GEV | GE VERNOVA INC | $81.5M | 93,333 | 0.54% | — |
| ISRG | INTUITIVE SURGICAL INC | $78.9M | 171,089 | 0.52% | — |
| COF | CAPITAL ONE FINL CORP | $78.3M | 429,374 | 0.52% | — |
| GILD | GILEAD SCIENCES INC | $75.6M | 542,262 | 0.50% | — |
| TT | TRANE TECHNOLOGIES PLC | $72.9M | 174,917 | 0.48% | — |
| CL | COLGATE PALMOLIVE CO | $72.5M | 850,709 | 0.48% | — |
| NEM | NEWMONT CORP | $70.3M | 649,774 | 0.47% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | $69.7M | 238,133 | 0.46% | — |
| AZO | AUTOZONE INC | $68.1M | 20,147 | 0.45% | — |
| DHR | DANAHER CORP DEL | $67.1M | 353,691 | 0.44% | — |
| SFM | SPROUTS FMRS MKT INC | $66.0M | 855,628 | 0.44% | — |
| SLB | SLB LIMITED | $65.8M | 1,280,458 | 0.44% | — |
| HCA | HCA HEALTHCARE INC | $61.1M | 129,154 | 0.41% | — |
| URI | UNITED RENTALS INC | $60.2M | 82,696 | 0.40% | — |
| BSX | BOSTON SCIENTIFIC CORP | $59.7M | 951,982 | 0.40% | — |
| MS | MORGAN STANLEY | $57.4M | 348,619 | 0.38% | — |
| SRE | SEMPRA | $53.1M | 546,238 | 0.35% | — |
| ETR | ENTERGY CORP NEW | $45.2M | 402,074 | 0.30% | — |
| MRSH | MARSH & MCLENNAN COS INC | $44.7M | 257,521 | 0.30% | — |
| BKR | BAKER HUGHES COMPANY | $44.5M | 729,153 | 0.30% | — |
| CI | THE CIGNA GROUP | $44.3M | 166,085 | 0.29% | — |
| SYK | STRYKER CORPORATION | $42.8M | 130,128 | 0.28% | — |
| ALL | ALLSTATE CORP | $42.1M | 203,131 | 0.28% | — |
| HPE | HEWLETT PACKARD ENTERPRISE C | $42.0M | 1,765,888 | 0.28% | — |
| SHOP | SHOPIFY INC | $41.6M | 350,833 | 0.28% | — |
| AFL | AFLAC INC | $40.7M | 371,149 | 0.27% | — |
| AON | AON PLC | $39.7M | 122,843 | 0.26% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.1M | 470,925 | 0.25% | — |
| EXC | EXELON CORP | $36.4M | 742,992 | 0.24% | — |
| COR | CENCORA INC | $36.4M | 115,849 | 0.24% | — |
| CAH | CARDINAL HEALTH INC | $36.1M | 170,668 | 0.24% | — |
| TRV | TRAVELERS COMPANIES INC | $34.7M | 118,841 | 0.23% | — |
| SAP | SAP SE | $33.5M | 195,895 | 0.22% | — |
| ED | CONSOLIDATED EDISON INC | $33.4M | 294,856 | 0.22% | — |
| ULTA | ULTA BEAUTY INC | $31.0M | 59,247 | 0.21% | — |
| VLO | VALERO ENERGY CORP | $27.6M | 111,753 | 0.18% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $27.3M | 201,947 | 0.18% | — |
| HUM | HUMANA INC | $27.0M | 155,989 | 0.18% | — |
| ORCL | ORACLE CORP | $22.8M | 155,318 | 0.15% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $21.2M | 155,622 | 0.14% | — |
| WTW | WILLIS TOWERS WATSON PLC LTD | $20.3M | 69,828 | 0.13% | — |
| ATO | ATMOS ENERGY CORP | $19.5M | 105,704 | 0.13% | — |
| ES | EVERSOURCE ENERGY | $17.4M | 251,833 | 0.12% | — |
| APP | APPLOVIN CORP | $17.4M | 43,658 | 0.12% | — |
| SCI | SERVICE CORP INTL | $8.2M | 99,465 | 0.05% | — |
| WELL | WELLTOWER INC | $7.3M | 37,040 | 0.05% | — |
| NXT | NEXTPOWER INC | $7.1M | 59,117 | 0.05% | — |
| ABBV | ABBVIE INC | $6.7M | 30,909 | 0.04% | — |
| ITT | ITT INC | $6.3M | 33,048 | 0.04% | — |
| WWD | WOODWARD INC | $5.4M | 14,952 | 0.04% | — |
| NU | NU HLDGS LTD | $4.9M | 340,508 | 0.03% | — |
| ONTO | ONTO INNOVATION INC | $4.2M | 20,241 | 0.03% | — |
| ACGL | ARCH CAP GROUP LTD | $4.1M | 43,035 | 0.03% | — |
| APH | AMPHENOL CORP | $3.8M | 30,362 | 0.03% | — |
| LRCX | LAM RESEARCH CORP | $3.8M | 17,916 | 0.03% | — |
| SPGI | S&P GLOBAL INC | $3.7M | 8,787 | 0.02% | — |
| APTV | APTIV PLC | $3.4M | 48,875 | 0.02% | — |
| HD | HOME DEPOT INC | $3.4M | 10,243 | 0.02% | — |
| AMD | ADVANCED MICRO DEVICES INC | $3.3M | 16,419 | 0.02% | — |
| BNY | BANK NEW YORK MELLON CORP | $3.2M | 27,274 | 0.02% | — |
| LEVI | LEVI STRAUSS & CO NEW | $3.2M | 172,045 | 0.02% | — |
| MCK | MCKESSON CORP | $2.2M | 2,523 | 0.01% | — |
| YUMC | YUM CHINA HLDGS INC | $2.2M | 44,506 | 0.01% | — |
| VEEV | VEEVA SYS INC | $2.0M | 11,323 | 0.01% | — |
| MRK | MERCK & CO INC | $1.9M | 15,947 | 0.01% | — |
| EIX | EDISON INTL | $1.8M | 24,208 | 0.01% | — |
| PRU | PRUDENTIAL FINL INC | $1.4M | 14,827 | 0.01% | — |
| NXPI | NXP SEMICONDUCTORS N V | $1.4M | 6,897 | 0.01% | — |
| AMT | AMERICAN TOWER CORP | $1.2M | 6,880 | 0.01% | — |
| IDXX | IDEXX LABS INC | $1.2M | 2,092 | 0.01% | — |
| BAP | CREDICORP LTD | $1.2M | 3,400 | 0.01% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.1M | 6,772 | 0.01% | — |
| ZTS | ZOETIS INC | $884,329 | 7,481 | 0.01% | — |
| FSLR | FIRST SOLAR INC | $778,980 | 3,949 | 0.01% | — |
| CLS | CELESTICA INC | $775,747 | 2,754 | 0.01% | — |
| A | AGILENT TECHNOLOGIES INC | $732,208 | 6,424 | 0.00% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by AMF Tjanstepension AB (CIK 1553562, accession 0001062993-26-002281). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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