FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,185.55-0.09%
XLE56.940.13%
STOXX50E5,860.32-0.39%
XLF51.810.75%
FTSE10,321.09-0.56%
IXIC24,850.450.06%
RUT2,787.410.01%
GSPC7,171.560.09%
Temp30.1°C
UV10.4
Feels35°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:10 PM

Institutional Manager · CIK 0002035325

Avanza Fonder AB

STOCKHOLM, V7 · File #028-24556

Latest AUM
$3.94B
Positions
849
Top-10 Concentration
60.7%
Filings
5

Portfolio Value Over Time

2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEAPPLE INCAAPL-1,293,029-$351.5M+$23.8M
REDUCEMICROSOFT CORPMSFT-446,771-$216.1M-$16.9M
REDUCENVIDIA CORPORATIONNVDA-783,629-$146.1M-$175,076
REDUCEMETA PLATFORMS INCMETA-123,574-$81.6M-$10.2M
NEWBROADCOM INCAVGO+209,598+$72.5M$0
ADDHOME DEPOT INCHD+86,563+$29.8M-$565,510
REDUCEADVANCED MICRO DEVICES INCAMD-132,845-$28.5M+$7.7M
NEWJPMORGAN CHASE & CO.VYLD+82,666+$26.6M$0
REDUCECISCO SYS INCCSCO-330,862-$25.5M+$3.2M
ADDMERCK & CO INCMRK+240,956+$25.4M+$234,715

Sector Allocation

Technology
32.3%$1.27B
Healthcare
9.7%$380.8M
Financials
5.5%$217.1M
Industrials
4.2%$167.4M
Consumer Staples
3.7%$145.6M
Materials
1.6%$63.2M
Real Estate
1.1%$41.7M
Utilities
0.2%$9.6M
Energy
0.1%$5.7M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA1,404,812$262.0M11.21%
2APPLE INCAAPL931,653$253.3M10.84%
3MICROSOFT CORPMSFT473,668$229.1M9.80%
4AMAZON COM INCAMZN675,065$155.8M6.67%
5ALPHABET INCGOOG362,339$113.4M4.85%
6ALPHABET INCGOOG313,047$98.2M4.20%
7TESLA INCTSLA208,740$93.9M4.02%
8META PLATFORMS INCMETA137,034$90.5M3.87%
9BROADCOM INCAVGO209,598$72.5M3.10%
10JOHNSON & JOHNSONJNJ237,362$49.1M2.10%
11VISA INCV124,193$43.6M1.86%
12WALMART INCWMT382,147$42.6M1.82%
13PROCTER AND GAMBLE CO742718109245,899$35.2M1.51%
14MASTERCARD INCORPORATEDMA58,650$33.5M1.43%
15HOME DEPOT INCHD95,820$33.0M1.41%
16ADVANCED MICRO DEVICES INCAMD151,179$32.4M1.39%
17BERKSHIRE HATHAWAY INC DELBRK-A63,131$31.7M1.36%
18NETFLIX INCNFLX323,321$30.3M1.30%
19CISCO SYS INCCSCO369,139$28.4M1.22%
20COCA COLA COKO403,368$28.2M1.21%