AMF Tjanstepension AB just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 3,424,906 shares of $NVDA (~$638,744,969). This was an increase of ~75% over their previous position.
- An addition of 1,152,160 shares of $MSFT (~$557,207,619). This was an increase of ~75% over their previous position.
- An addition of 1,467,489 shares of $GOOG (~$460,498,048). This was an increase of ~151% over their previous position.
- An addition of 1,363,083 shares of $AAPL (~$370,567,744). This was an increase of ~74% over their previous position.
- An addition of 1,080,441 shares of $AMZN (~$249,387,392). This was an increase of ~80% over their previous position.
- An addition of 700,174 shares of $TSM (~$212,775,877). This was an increase of ~84% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for AMF Tjanstepension AB for more details.
