FORSTA AP-FONDEN
Q4 2023 13F-HR Holdings
Net value change ($000)
+936,622
(10.5%)
New positions
43
Sold out positions
23
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| MSFT | 96,195 | 17.4% |
| AAPL | 62,906 | 9.4% |
| AMZN | 52,388 | 18.2% |
| WMT | 51,788 | NEW |
| AVGO | 36,838 | 41.2% |
| NVDA | 33,496 | 12.8% |
| META | 27,067 | 16.9% |
| AMD | 16,697 | 46.7% |
| INTC | 15,034 | 48.3% |
| NFLX | 13,662 | 33.8% |
Top Reduces (Value $000, Stocks/ETFs)
| AIY | -13,445 | -100.0% |
| VMWA | -8,806 | -100.0% |
| SPLUNK INC | -8,467 | -62.3% |
| Seagen Inc. | -7,149 | -100.0% |
| BMY | -6,747 | -20.2% |
| DHR | -6,328 | -13.0% |
| PFE | -6,211 | -11.9% |
| SMCI | -6,137 | -63.4% |
| RBA | -5,885 | -62.4% |
| LBRDA | -5,740 | -90.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|