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Fjarde AP-fonden (The Fourth Swedish National Pensionfund) Historical SEC 13F Holdings & Archive (Q2 2024)
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)CIK: 0001537626
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$8.9B
Reporting period: 2024-06-30 · Number of holdings: 539
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) disclosed 539 holdings in its latest 13F filing for the period ending 2024-06-30, with total reported value of $8.9B and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 6.86
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 56.81
- Diversification
- 100
- Sizing Uniformity
- 71.26
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)'s disclosed holdings carry a Herfindahl concentration index of 0.017 — mathematically equivalent to about 58 equally-sized positions, well below its 539 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.87), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 539 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.19% | — | — | — |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.15% | — | — | — |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | — | — | — |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | — | — | — |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | — | — | — |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | — | — | — |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | — | — | — |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.73% | — | — | — |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | — | — | — |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | — | — | — |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | — | — | — |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.16% | — | — | — |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | — | — | — |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | — | — | — |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.03% | — | — | — |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.96% | — | — | — |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | — | — | — |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | — | — | — |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.91% | — | — | — |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | — | — | — |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | — | — | — |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | — | — | — |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | — | — | — |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | — | — | — |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | — | — | — |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | — | — | — |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.64% | — | — | — |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.62% | — | — | — |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | — | — | — |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.61% | — | — | — |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | — | — | — |
| 32 | ACN | Accenture plc | Stock-Tech | 0.53% | — | — | — |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | — | — | — |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | — | — | — |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | — | — |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | — | — | — |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.48% | — | — | — |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.47% | — | — | — |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.44% | — | — | — |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.43% | — | — | — |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | — | — | — |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.42% | — | — | — |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.41% | — | — | — |
| 44 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.38% | — | — | — |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.38% | — | — | — |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | — | — | — |
| 47 | GE | General Electric | Stock-Industrials | 0.37% | — | — | — |
| 48 | BLKCHF | Blackrock Inc | Stock-Other | 0.37% | — | — | — |
| 49 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.35% | — | — | — |
| 50 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.35% | — | — | — |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+18.2%
- Stdev
- +12.7%
- Beta
- +1
- Alpha
- -1.6%
- Max Drawdown
- -7.9%
- Annualized Perf
- +16.2%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.47
- Stutzer
- +0.37
- Treynor
- +0.16
- Sterling
- +0.94
- Calmar
- +2.05
- Information Ratio
- -0.86
- Tracking Error
- +1.8%
- Stdev Down
- +6.4%
- Winning Months %
- +62.5%
- Losing Months %
- +37.5%
- Best 12 Months
- +25.9%
- Worst 12 Months
- +11.7%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.25
- Stdev Sectors
- +9.5%
- Skewness
- +0.06
- Kurtosis
- +0.04
- Upside Potential
- +4.04
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Fjarde AP-fonden (The Fourth Swedish National Pensionfund) and what type of investor is it?
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-06-30), the firm manages a tracked equity portfolio valued at approximately $8.9B, spread across 539 disclosed positions.
What are Fjarde AP-fonden (The Fourth Swedish National Pensionfund)'s largest equity positions?
Based on the latest 13F filing, Fjarde AP-fonden (The Fourth Swedish National Pensionfund)'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $548.5M (6.2%)
2. Apple Inc (AAPL) — $545.0M (6.2%)
3. Microsoft CORP (MSFT) — $544.8M (6.2%)
4. Amazon.com Inc (AMZN) — $290.5M (3.3%)
5. Meta Platforms Inc-class A (META) — $222.3M (2.5%)
What changes did Fjarde AP-fonden (The Fourth Swedish National Pensionfund) make in its most recent portfolio filing?
No notable portfolio changes were recorded for Fjarde AP-fonden (The Fourth Swedish National Pensionfund) in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Fjarde AP-fonden (The Fourth Swedish National Pensionfund) focus on?
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.6%
• Health Care: 14.6%
• Financials: 12.6%
• Consumer Discretionary: 10.7%
• Communication Services: 10.5%
• Consumer Staples: 7.6%
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Investment Profile
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) returned an annualized 16.2% over the trailing 24 months — underperforming the S&P 500 by 1.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.6% of the portfolio concentrated in Information Technology.
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