AMF Tjanstepension AB

FundStockholm · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$16.9B

Reported value of US stock holdings on Jun 30, the filing's own figure

121 positions · filed Aug 6, 37 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 6 · against the report before it

New positions

8, biggest 4

MU MICRON TECHNOLOGY INC 253K shares1.7% of this fund's holdings

CSCO CISCO SYS INC 839K shares0.6% of this fund's holdings

MRVL MARVELL TECHNOLOGY INC 19,463 sharesunder 0.1% of this fund's holdings

COHR COHERENT CORP 5,503 sharesunder 0.1% of this fund's holdings

Sold out

SCI SERVICE CORP INTL All 99,465 shares

ONTO ONTO INNOVATION INC All 20,241 shares

SPGI S&P GLOBAL INC All 8,787 shares

AMT AMERICAN TOWER CORP All 6,880 shares

Added to

9, biggest 4

KLAC KLA CORP +611K shares+946%

YUM YUM BRANDS INC +27,494 shares+5%

MS MORGAN STANLEY +11,977 shares+3%

APP APPLOVIN CORP +2,267 shares+5%

Trimmed

13, biggest 4

NVDA NVIDIA CORPORATION −218K shares−3%

TSM TAIWAN SEMICONDUCTOR MANUFAC −77,544 shares−5%

WDC WESTERN DIGITAL CORP −523K shares−38%

PLD PROLOGIS INC. −708K shares−19%

Top holdings

Reference, not news

Top holdings · 121 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 8.0M 9.5% −3%

2 MSFT MICROSOFT CORP 2.8M 6.2% No change

3 AAPL APPLE INC 3.3M 5.6% No change

4 GOOG ALPHABET INC 2.5M 5.2% No change

5 TSM TAIWAN SEMICONDUCTOR MANUFAC 1.6M 4.4% −5%

6 AMZN AMAZON COM INC 2.5M 3.5% −1%

7 LLY ELI LILLY & CO 478K 3.4% No change

8 BAC BANK OF AMER CORP 9.6M 3.2% No change

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.