Titelia

Holdings of Andra AP-fonden

337 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.6 % of the equity sleeve

Sector breakdown

  • Technology 36.2 %
  • Communication 11.6 %
  • Health care 11.4 %
  • Financials 9.7 %
  • Consumer discretionary 9.5 %
  • Industrials 7.0 %
  • Consumer staples 4.4 %
  • Materials 2.1 %
  • Real estate 1.8 %
  • Utilities 1.6 %
  • Unattributed 4.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • PE 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3367.3B $99.95 %
2PE13.9M $0.05 %

Positions

RankCompanySharesValueWeight
301W R Berkley Corp 17,9071.2M $
302HubSpot Inc 4,7721.2M $
303HEICO Corp 5,1201.1M $
304Public Service Enterprise Group Inc 13,3411.1M $
305Carvana Co 3,3121M $
306Xcel Energy Inc 12,9221M $
307Tractor Supply Co 22,5011M $
308Rocket Lab Corp 15,7391M $
309Teledyne Technologies Inc 1,320798.6K $
310PayPal Holdings Inc 17,311783K $
311Salesforce Inc 3,400634.7K $
312Domino's Pizza Inc 1,572564K $
313Huntington Bancshares Inc/OH 35,000547.8K $
314Zebra Technologies Corp 2,260472.5K $
315Synopsys Inc 1,067423K $
316Digital Realty Trust Inc 2,115381.1K $
317Monolithic Power Systems Inc 335366.3K $
318Humana Inc 2,082361K $
319News Corp 14,400359K $
320McCormick & Co Inc/MD 6,600332.9K $
321Microchip Technology Inc 4,746306.6K $
322Exelon Corp 6,090298.5K $
323SBA Communications Corp 1,600275.4K $
324Consolidated Edison Inc 2,000226.4K $
325Waters Corp 640190.6K $
326Cooper Cos Inc/The 1,500107.3K $
327Entegris Inc 900105.5K $
328Annaly Capital Management Inc 4,855102.7K $
329GE HealthCare Technologies Inc 1,30092.5K $
330Zillow Group Inc 2,20091K $
331Principal Financial Group Inc 90081.1K $
332WEC Energy Group Inc 66176.5K $
333WP Carey Inc 94164K $
334Fortive Corp 1,10060.8K $
335HEICO Corp 20054.8K $
336Tradeweb Markets Inc 22025.9K $
337Packaging Corp of America 10021.2K $