FORSTA AP-FONDEN
Filing Date
3Y Alpha vs SPY
-4.2%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.7%
SPY
+76.5%
Annualised alpha
-4.2%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 0.0% | $0 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 6,718,300 | $1,252,962,950 | |
| AAPL | Apple Inc. | 4,030,000 | $1,095,595,800 | |
| MSFT | Microsoft Corp | 1,910,900 | $924,149,458 | |
| SPOT | Spotify Technology S.A. | 1,474,412 | $856,205,792 | |
| AMZN | Amazon Com Inc | 2,652,600 | $612,273,132 | |
| GOOGL | Alphabet Inc. | 1,605,900 | $502,646,700 | |
| AVGO | Broadcom Inc. | 1,197,360 | $414,406,296 | |
| META | Meta Platforms, Inc. | 596,760 | $393,915,308 | |
| TSLA | Tesla, Inc. | 735,080 | $330,580,177 | |
| LLY | ELI LILLY & Co | 230,571 | $247,790,065 | |
| JPM | Jpmorgan Chase & Co | 714,040 | $230,077,968 | |
| BRK-B | Berkshire Hathaway Inc | 350,360 | $176,108,454 | |
| V | Visa Inc. | 496,546 | $174,143,647 | |
| MA | Mastercard Inc | 252,923 | $144,388,682 | |
| WMT | Walmart Inc. | 1,233,300 | $137,401,953 | |
| JNJ | Johnson & Johnson | 594,938 | $123,122,419 | |
| NFLX | Netflix Inc | 1,263,310 | $118,447,945 | |
| PLTR | Palantir Technologies Inc. | 616,500 | $109,582,875 | |
| COST | Costco Wholesale Corp /New | 121,100 | $104,429,374 | |
| ABBV | AbbVie Inc. | 447,362 | $102,217,743 | |
| HD | Home Depot, Inc. | 279,020 | $96,010,782 | |
| ORCL | Oracle Corp | 476,660 | $92,905,800 | |
| BAC | Bank Of America Corp /De/ | 1,687,100 | $92,790,500 | |
| GE | General Electric Co | 294,685 | $90,771,820 | |
| PG | PROCTER & GAMBLE Co | 631,700 | $90,528,927 | |
| No positions match the current search. | ||||
1 positions ·
$0 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MMM |
3M Co
Industrials
|
Closed | 0 | $0 | — |