Holdings of Swedbank Robur Technology
Swedbank Robur Fonder AB ·45 declared positions · as of Mar 31, 2026
Original filing · Net assets 154.1B SEK · Ten largest lines: 53.5 % of the equity sleeve
Sector breakdown
- Technology 85.3 %
- Communication 6.0 %
- Consumer discretionary 2.1 %
- Unattributed 6.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- SEK 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 90.1 %
- TW 6.9 %
- NL 2.0 %
- CA 0.6 %
- JP 0.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 38 | 137.7B SEK | 90.08 % |
| 2 | TW | 3 | 10.6B SEK | 6.94 % |
| 3 | NL | 2 | 3B SEK | 1.98 % |
| 4 | CA | 1 | 901.4M SEK | 0.59 % |
| 5 | JP | 1 | 630.5M SEK | 0.41 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 8,600,000 | 14.3B SEK | 9.27 % |
| 2 | Broadcom Inc | 4,400,000 | 13B SEK | 8.42 % |
| 3 | Microsoft Corp | 3,400,000 | 12B SEK | 7.78 % |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 14,000,000 | 7.3B SEK | 4.76 % |
| 5 | Apple Inc | 3,000,000 | 7.3B SEK | 4.71 % |
| 6 | KLA Corp | 500,000 | 7B SEK | 4.55 % |
| 7 | Analog Devices Inc | 2,200,000 | 6.7B SEK | 4.33 % |
| 8 | Applied Materials Inc | 1,800,000 | 5.9B SEK | 3.80 % |
| 9 | Micron Technology Inc | 1,400,000 | 4.5B SEK | 2.92 % |
| 10 | Advanced Micro Devices Inc | 2,000,000 | 3.9B SEK | 2.51 % |
| 11 | Motorola Solutions Inc | 900,000 | 3.7B SEK | 2.41 % |
| 12 | Oracle Corp | 2,500,000 | 3.5B SEK | 2.27 % |
| 13 | Amazon.com Inc | 1,600,000 | 3.2B SEK | 2.06 % |
| 14 | Arista Networks Inc | 2,600,000 | 3B SEK | 1.97 % |
| 15 | Bentley Systems Inc | 9,000,000 | 3B SEK | 1.95 % |
| 16 | Meta Platforms Inc | 550,000 | 3B SEK | 1.94 % |
| 17 | Palantir Technologies Inc | 2,000,000 | 2.8B SEK | 1.81 % |
| 18 | Amphenol Corp | 2,200,000 | 2.6B SEK | 1.72 % |
| 19 | Cadence Design Systems Inc | 1,000,000 | 2.6B SEK | 1.72 % |
| 20 | ServiceNow Inc | 2,500,000 | 2.5B SEK | 1.62 % |
| 21 | Synopsys Inc | 650,000 | 2.5B SEK | 1.59 % |
| 22 | Marvell Technology Inc | 2,600,000 | 2.5B SEK | 1.59 % |
| 23 | Lam Research Corp | 1,200,000 | 2.4B SEK | 1.58 % |
| 24 | Seagate Technology Holdings PLC | 600,000 | 2.2B SEK | 1.45 % |
| 25 | Fortinet Inc | 2,700,000 | 2.1B SEK | 1.36 % |
| 26 | Spotify Technology SA | 450,000 | 2.1B SEK | 1.35 % |
| 27 | Lumentum Holdings Inc | 300,000 | 2B SEK | 1.30 % |
| 28 | Manhattan Associates Inc | 1,500,000 | 1.9B SEK | 1.23 % |
| 29 | Intuit Inc | 450,000 | 1.9B SEK | 1.20 % |
| 30 | ASML Holding NV | 150,000 | 1.8B SEK | 1.20 % |
| 31 | Chroma ATE Inc | 4,200,000 | 1.8B SEK | 1.19 % |
| 32 | Netflix Inc | 2,000,000 | 1.8B SEK | 1.19 % |
| 33 | Snowflake Inc | 1,200,000 | 1.7B SEK | 1.12 % |
| 34 | Alphabet Inc | 600,000 | 1.6B SEK | 1.07 % |
| 35 | Cloudflare Inc | 800,000 | 1.6B SEK | 1.02 % |
| 36 | Delta Electronics Inc | 3,500,000 | 1.4B SEK | 0.93 % |
| 37 | Keysight Technologies Inc | 500,000 | 1.3B SEK | 0.87 % |
| 38 | MongoDB Inc | 550,000 | 1.3B SEK | 0.83 % |
| 39 | Intel Corp | 3,000,000 | 1.3B SEK | 0.82 % |
| 40 | BE Semiconductor Industries NV | 600,000 | 1.2B SEK | 0.76 % |
| 41 | Rambus Inc | 1,400,000 | 1.1B SEK | 0.74 % |
| 42 | Credo Technology Group Holding Ltd | 1,200,000 | 1.1B SEK | 0.70 % |
| 43 | Shopify Inc | 800,000 | 901.4M SEK | 0.58 % |
| 44 | Veeva Systems Inc | 500,000 | 836.7M SEK | 0.54 % |
| 45 | Nintendo Co Ltd | 1,200,000 | 630.5M SEK | 0.41 % |