Avanza Fonder AB
All 13F Filings
- Location
- Stockholm, V7
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 3,614,717
- Description
- Stockholm Stockholm based active portfolio manager with a manager led governance framework and a disciplined and process driven investment mandate. The approach emphasizes valuation discipline and downside awareness, active stewardship and governance oversight, and fundamental research depth for long horizon investment mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through mandate level transparency and allocation selectivity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 484 | 3,614,717 | 13F-HR | Avanza Fonder AB |
| Q4 2025 | 1/12/2026 | 497 | 3,942,836 | 13F-HR | Avanza Fonder AB |
| Q3 2025 | 10/16/2025 | 428 | 3,856,077 | 13F-HR | Avanza Fonder AB |
| Q2 2025 | 7/14/2025 | 433 | 3,375,955 | 13F-HR | Avanza Fonder AB |
| Q1 2025 | 4/15/2025 | 460 | 3,047,699 | 13F-HR | Avanza Fonder AB |
| Q4 2024 | 1/15/2025 | 437 | 3,367,299 | 13F-HR | Avanza Fonder AB |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.615 M | 100.0% | 0 | 328.2 K | -328.2 K |
| Other | 69 | 0.0% | 69 | 0 | 69 |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
3,614,717
Holdings
484
QoQ value change ($000)
-328,119
(-8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.