Lansforsakringar Fondforvaltning AB (publ) — Q3 2025 13F Holdings

Name: Lansforsakringar Fondforvaltning AB (publ) — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002059323

Total reported value

$19.1B

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Full holdings list this quarter

Showing top 200 holdings (of 550 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	8.66%	-0.18%	+1.71%
2	MSFT	Microsoft CORP	Stock-Tech	7.09%	-1.19%	+2.08%
3	AAPL	Apple INC	Stock-Tech	6.40%	-0.16%	+2.66%
4	AMZN	Amazon.com INC	Stock-Consumer Disc	4.21%	-0.23%	+2.10%
5	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.25%	-0.17%	+5.71%
6	AVGO	Broadcom INC	Stock-Tech	2.86%	-0.15%	+1.94%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	2.59%	-0.20%	+2.79%
8	TSLA	Tesla INC	Stock-Consumer Disc	2.07%	-0.26%	+2.73%
9	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.99%	-0.16%	+3.97%
10	JPM	Jpmorgan Chase & Co	Stock-Financials	1.52%	-0.06%	+2.29%
11	V	Visa Inc-class A Shares	Stock-Financials	1.25%	-0.09%	+1.73%
12	LLY	Eli Lilly & Co	Stock-Healthcare	1.23%	-0.15%	-0.16%
13	BAC	Bank Of America CORP	Stock-Financials	1.19%	-0.12%	+2.66%
14	NFLX	Netflix INC	Stock-Comm Services	1.05%	—	-0.59%
15	ORCL	Oracle CORP	Stock-Tech	0.82%	-0.14%	+2.69%
16	JNJ	Johnson & Johnson	Stock-Healthcare	0.78%	+0.17%	+2.33%
17	MA	Mastercard INC - A	Stock-Financials	0.75%	-0.06%	+2.47%
18	WMT	Walmart INC	Stock-Consumer Staples	0.73%	+0.13%	+2.92%
19	HD	Home Depot INC	Stock-Consumer Disc	0.70%	—	+2.27%
20	ABBV	Abbvie INC	Stock-Healthcare	0.67%	-0.04%	+2.61%
21	C	Citigroup INC	Stock-Financials	0.63%	-0.08%	+74.94%
22	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.63%	-0.07%	+2.37%
23	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.61%	—	+2.98%
24	AXP	American Express Co	Stock-Financials	0.59%	-0.14%	+6.20%
25	UNH	Unitedhealth Group INC	Stock-Healthcare	0.55%	-0.09%	+7.33%
26	VZ	Verizon Communications INC	Stock-Comm Services	0.54%	+0.16%	-6.26%
27	AMD	Advanced Micro Devices	Stock-Tech	0.53%	—	+17.67%
28	DIS	Walt Disney Co/the	Stock-Comm Services	0.50%	-0.05%	-15.60%
29	ANET	Arista Networks INC	Stock-Tech	0.48%	—	-8.12%
30	GS	Goldman Sachs Group INC	Stock-Financials	0.47%	-0.06%	+1.89%
31	COF	Capital One Financial CORP	Stock-Financials	0.46%	-0.10%	+2.08%
32	WFC	Wells Fargo & Co	Stock-Financials	0.45%	-0.04%	+2.48%
33	CSCO	Cisco Systems INC	Stock-Tech	0.44%	—	+2.61%
34	KO	Coca-cola Co/the	Stock-Consumer Staples	0.44%	—	+2.95%
35	QCOM	Qualcomm INC	Stock-Tech	0.43%	-0.16%	-5.66%
36	IBM	Intl Business Machines CORP	Stock-Tech	0.42%	-0.06%	+1.92%
37	PANW	Palo Alto Networks INC	Stock-Tech	0.42%	—	+1.50%
38	AMT	American Tower CORP	Stock-Real Estate	0.41%	—	+1.66%
39	BSX	Boston Scientific CORP	Stock-Healthcare	0.40%	-0.08%	-3.43%
40	CRM	Salesforce INC	Stock-Tech	0.38%	-0.11%	+1.98%
41	PFE	Pfizer INC	Stock-Healthcare	0.38%	+0.08%	-12.84%
42	ABT	Abbott Laboratories	Stock-Healthcare	0.38%	-0.05%	+2.21%
43	MRK	Merck & Co. INC.	Stock-Healthcare	0.37%	—	+2.27%
44	ISRG	Intuitive Surgical INC	Stock-Healthcare	0.37%	-0.07%	-16.81%
45	MS	Morgan Stanley	Stock-Financials	0.37%	—	+1.11%
46	CAT	Caterpillar INC	Stock-Industrials	0.37%	+0.13%	-7.74%
47	LIN	Linde plc	Stock-Materials	0.36%	+0.13%	+0.59%
48	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.35%	—	+2.39%
49	NOW	Servicenow INC	Stock-Tech	0.34%	-0.10%	+2.33%
50	GILD	Gilead Sciences INC	Stock-Healthcare	0.34%	—	+54.72%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Lansforsakringar Fondforvaltning AB (publ) for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+2.5%	+1.71%	Trim
2	AVGO	Broadcom INC	+1.6%	+1.94%	Add
3	GOOGL	Alphabet Inc-cl A	+1.4%	+5.71%	Add
4	MSFT	Microsoft CORP	+0.8%	+2.08%	Trim
5	TSLA	Tesla INC	+0.6%	+2.73%	Trim
6	GOOG	Alphabet Inc-cl C	+0.4%	+3.97%	Trim
7	ORCL	Oracle CORP	+0.3%	+2.69%	Trim
8	C	Citigroup INC	+0.3%	+74.94%	Add
9	PLTR	Palantir Technologies Inc-a	+0.3%	+2.37%	Add
10	APP	Applovin Corp-class A	+0.2%	+24.46%	Add
11	SPOT	Spotify Technology S.A.	+0.2%	+2.01%	Add
12	AMD	Advanced Micro Devices	+0.2%	+17.67%	Add
13	META	Meta Platforms Inc-class A	+0.1%	+2.79%	Trim
14	RCL	Royal Caribbean Cruises Ltd.	+0.1%	+73.29%	Add
15	HOOD	Robinhood Markets INC - A	+0.1%	+4.28%	Add
16	CRWD	Crowdstrike Holdings INC - A	+0.1%	+48.29%	Add
17	PANW	Palo Alto Networks INC	+0.1%	+1.50%	Add
18	FFIV	F5 INC	+0.1%	+39.96%	Add
19	BAC	Bank Of America CORP	+0.1%	+2.66%	Add
20	LRCX	Lam Research CORP	+0.1%	+3.37%	Trim
21	WY	Weyerhaeuser Co	+0.1%	+44.15%	Add
22	FBIN	Fortune Brands Innovations I	+0.1%	+153.66%	Add
23	CRH	CRH plc	+0.1%	+21.79%	Add
24	GS	Goldman Sachs Group INC	+0.1%	+1.89%	Trim
25	ANET	Arista Networks INC	+0.1%	-8.12%	Trim
26	JPM	Jpmorgan Chase & Co	+0.1%	+2.29%	Trim
27	GILD	Gilead Sciences INC	+0.1%	+54.72%	Add
28	UBS	UBS Group AG	+0.1%	+3.55%	Add
29	COF	Capital One Financial CORP	+0.1%	+2.08%	Add
30	SHOP	Shopify INC - Class A	+0.1%	+5.63%	Add
31	MS	Morgan Stanley	0%	+1.11%	Trim
32	AXP	American Express Co	0%	+6.20%	Trim
33	NFLX	Netflix INC	0%	-0.59%	Trim
34	WMT	Walmart INC	0%	+2.92%	Trim
35	FISV	Fiserv INC	-0.1%	-0.72%	Trim
36	TRV	Travelers Cos Inc/the	-0.2%	—	Trim
37	ACGL	Arch Capital Group Ltd.	-0.2%	-52.96%	Trim
38	CRM	Salesforce INC	-0.2%	+1.98%	Trim
39	AMZN	Amazon.com INC	-0.2%	+2.10%	Trim
40	PG	Procter & Gamble Co/the	-0.2%	+2.98%	Trim
41	CMCSA	Comcast Corp-class A	-0.2%	-3.46%	Trim
42	CB	Chubb Limited	-0.2%	-26.82%	Trim
43	UGI	Ugi CORP	-0.2%	-22.63%	Trim
44	ISRG	Intuitive Surgical INC	-0.3%	-16.81%	Trim
45	VZ	Verizon Communications INC	-0.3%	-6.26%	Trim
46	COST	Costco Wholesale CORP	-0.4%	-33.65%	Trim
47	UNH	Unitedhealth Group INC	-0.4%	+7.33%	Add
48	AAPL	Apple INC	-0.5%	+2.66%	Trim
49	LLY	Eli Lilly & Co	-0.5%	-0.16%	Trim
50	CLH	Clean Harbors INC	—	EXIT	Sold out