Managed by
Hedge FundAUM Tracked
$15.1B
AI Exposure
45%
AI & Tech holdings for AMF Tjanstepension AB
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,192,840 | $1.4B | 9.5% | No change |
| $MSFTAI | Microsoft Corporation | 2,827,825 | $1.0B | 6.9% | No change |
| $AAPLAI | Apple Inc. | 3,258,851 | $827.1M | 5.5% | No change |
| $GOOGAI | Alphabet Inc. | 2,470,955 | $708.8M | 4.7% | No change |
| $TSMAI | Taiwan Semiconductor | 1,632,738 | $551.8M | 3.7% | Increased by 6% |
| $AMZNAI | Amazon.com, Inc. | 2,478,996 | $516.3M | 3.4% | No change |
| $METAAI | Meta Platforms, Inc. | 516,431 | $295.5M | 2% | No change |
| $BABAAI | Alibaba Group | 2,206,634 | $276.8M | 1.8% | No change |
| $AVGOAI | Broadcom Inc. | 827,049 | $256.0M | 1.7% | No change |
| $GOOGLAI | Alphabet Inc. | 841,228 | $241.9M | 1.6% | Increased by 5% |
| $CRMAI | Salesforce Inc. | 941,220 | $175.7M | 1.2% | No change |
| $ADBEAI | Adobe Inc. | 689,047 | $167.5M | 1.1% | New Position |
| $KLACAI | KLA Corporation | 64,544 | $95.0M | 0.6% | No change |
| $ISRGAI | Intuitive Surgical | 171,089 | $78.9M | 0.5% | Reduced by 19% |
| $SHOPAI | Shopify Inc. | 350,833 | $41.6M | 0.3% | No change |
| $SAPAI | SAP SE | 195,895 | $33.5M | 0.2% | No change |
| $ORCLAI | Oracle Corporation | 155,318 | $22.8M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 43,658 | $17.4M | 0.1% | Increased by 12% |
| $LRCXAI | Lam Research | 17,916 | $3.8M | 0% | No change |
| $AMDAI | Advanced Micro Devices | 16,419 | $3.3M | 0% | Reduced by 20% |
| $NXPIAI | NXP Semiconductors | 6,897 | $1.4M | 0% | New Position |