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Handelsbanken Fonder AB

Form 13F · CIK 1398318. Holdings on 30 Jun 2026, as filed with the SEC on 10 Jul 2026, each set beside the March 2026 quarter. The 13F on the SEC's site.

Handelsbanken Fonder AB reported 1,485 positions worth $35.1B for the June 2026 quarter, on a Form 13F filed 10 Jul 2026; the largest holding was NVIDIA Corp., at 6.5% of the fund.

What it bought and sold

The largest moves since the March 2026 quarter, by the dollars that moved: 77 opened, 668 added, 428 trimmed, 83 sold out.

New position: 77

CompanyValueChange in shares
TE Connectivity plc (TEL)$39.0M+193,421
Fervo Energy Co. (FRVO)$20.4M+699,288
Oruka Therapeutics Inc. (ORKA)$15.3M+160,900
Tango Therapeutics, Inc. (TNGX)$9.0M+287,900
Fedex Fght Hldg Co. Inc. Common Stock (FDXF)$8.8M+58,097
Applied Optoelectronics, Inc. (AAOI)$7.7M+52,100
Fortive Corp. (FTV)$7.2M+118,062
Circle Internet Group, Inc. (CRCL)$6.8M+108,635
James Hardie Industries Plc - US ADR (JHX)$5.5M+208,500
Jacobs Solutions Inc. (J)$4.5M+35,700

Added: 668

CompanyValueChange in shares
Micron Technology Inc. (MU)$728.0M+37,420
Advanced Micro Devices Inc. (AMD)$581.4M+164,433
Intel Corp. (INTC)$316.1M+413,671
Alphabet Inc. (GOOGL)$1.1B+72,119
Applied Materials Inc. (AMAT)$334.5M+105,776
UnitedHealth Group Inc. (UNH)$285.8M+339,020
Amazon.com Inc. (AMZN)$1.2B+49,660
KLA Corp. (KLAC)$259.2M+62,314
Caterpillar Inc. (CAT)$218.5M+76,641
Western Digital Corp. (WDC)$147.3M+96,078

Trimmed: 428

CompanyValueChange in shares
Apple Inc. (AAPL)$2.0B-235,238
Eli Lilly & Co. (LLY)$816.7M-27,617
Broadcom Inc. (AVGO)$938.8M-140,767
Netflix Inc. (NFLX)$201.4M-542,555
Lam Research Corp. (LRCX)$244.9M-35,142
Boston Scientific Corp. (BSX)$67.6M-1,002,628
Bloom Energy Corp. (BE)$246.2M-313,697
Cisco Systems, Inc. (CSCO)$288.2M-93,041
Intuit Inc. (INTU)$40.1M-114,834
Marvell Technology, Inc. (MRVL)$125.4M-146,937

Sold out: 83

CompanyValue a quarter beforeChange in shares
Coca-Cola Europacific Partners plc (CCEP)$30.1M-332,419
Cellebrite Di Ltd (CLBT)$13.4M-975,000
Global Water Resources, Inc. (GWRS)$9.7M-1,281,703
Banco Bradesco S.A. (BBD)$7.4M-2,027,000
Hologic Inc. (HOLX)$5.1M-67,400
Telefonica Brasil SA (VIV)$3.3M-207,067
Air Lease Corp. (AL)$2.7M-42,053
Flowserve Corp. (FLS)$2.7M-37,000
Masimo Corp. (MASI)$2.6M-14,730
Suzano S.a. (SUZ)$2.4M-240,000

Largest holdings

The 100 largest of 1,485, by value.

CompanyValueOf the fundSharesChange in sharesMove
NVIDIA Corp. (NVDA)$2.3B6.48%11,369,496+3,989Held
Apple Inc. (AAPL)$2.0B5.70%6,910,385-235,238Trimmed
Microsoft Corp. (MSFT)$1.4B4.05%3,811,080+115,037Added
Amazon.com Inc. (AMZN)$1.2B3.52%5,180,597+49,660Added
Alphabet Inc. (GOOGL)$1.1B3.00%2,949,453+72,119Added
Alphabet Inc. (GOOG)$1.0B2.87%2,854,989+359Held
Broadcom Inc. (AVGO)$938.8M2.67%2,485,199-140,767Trimmed
Eli Lilly & Co. (LLY)$816.7M2.33%680,927-27,617Trimmed
Micron Technology Inc. (MU)$728.0M2.07%630,685+37,420Added
Meta Platforms, Inc. (META)$631.2M1.80%1,120,604-9,260Trimmed
Advanced Micro Devices Inc. (AMD)$581.4M1.66%1,000,860+164,433Added
JPMorgan Chase & Co. (JPM)$507.8M1.45%1,551,236-20,390Trimmed
Johnson & Johnson (JNJ)$497.6M1.42%1,959,262+18,653Added
AbbVie Inc. (ABBV)$342.9M0.98%1,362,464-19,132Trimmed
Applied Materials Inc. (AMAT)$334.5M0.95%462,685+105,776Added
Intel Corp. (INTC)$316.1M0.90%2,263,752+413,671Added
Cisco Systems, Inc. (CSCO)$288.2M0.82%2,453,299-93,041Trimmed
UnitedHealth Group Inc. (UNH)$285.8M0.81%687,561+339,020Added
Thermo Fisher Scientific Inc. (TMO)$270.0M0.77%538,524-96,304Trimmed
Mastercard Inc. (MA)$262.3M0.75%510,758-12,867Trimmed
Berkshire Hathaway Inc. Class B (BRKB)$261.6M0.74%522,748+1,797Added
KLA Corp. (KLAC)$259.2M0.74%858,984+62,314Added
Bank of America Corp. (BAC)$258.1M0.73%4,529,611-69,510Trimmed
Merck & Co., Inc. (MRK)$251.8M0.72%1,959,794+95,489Added
Bloom Energy Corp. (BE)$246.2M0.70%813,452-313,697Trimmed
Lam Research Corp. (LRCX)$244.9M0.70%565,142-35,142Trimmed
Nextpower Inc. (NXT)$239.9M0.68%2,013,766-6,770Trimmed
Visa Inc. (V)$222.8M0.64%649,345+2,369Added
Caterpillar Inc. (CAT)$218.5M0.62%205,152+76,641Added
Netflix Inc. (NFLX)$201.4M0.57%2,820,999-542,555Trimmed
Arista Networks, Inc. (ANET)$196.7M0.56%1,157,934-121,138Trimmed
Walmart Inc. (WMT)$192.1M0.55%1,696,392-68,109Trimmed
Taiwan Semiconductor Manufacturing Company Limited (TSM)$186.1M0.53%389,578-154,822Trimmed
Home Depot, Inc. (HD)$184.3M0.53%522,512-29,206Trimmed
Palo Alto Networks Inc. (PANW)$183.3M0.52%537,550-186,097Trimmed
International Business Machines Corp. (IBM)$179.5M0.51%638,216+296,372Added
First Solar, Inc. (FSLR)$161.2M0.46%683,112+89,214Added
Western Digital Corp. (WDC)$147.3M0.42%230,578+96,078Added
Edwards Lifesciences Corp. (EW)$139.4M0.40%1,541,212+278,208Added
Procter & Gamble Co. (PG)$135.9M0.39%926,459-9,083Trimmed
Coca-Cola Co. (KO)$131.2M0.37%1,614,283+15,499Added
Sandisk Corp. (SNDK)$130.9M0.37%57,564+14,964Added
Intuitive Surgical Inc. (ISRG)$127.2M0.36%319,944-31,273Trimmed
Quanta Services, Inc. (PWR)$126.2M0.36%175,202-38,595Trimmed
Amgen Inc. (AMGN)$125.5M0.36%346,596+47,052Added
Marvell Technology, Inc. (MRVL)$125.4M0.36%421,088-146,937Trimmed
Texas Instruments Inc. (TXN)$125.2M0.36%419,960+51,360Added
Gilead Sciences, Inc. (GILD)$123.2M0.35%975,089-76,090Trimmed
McKesson Corp. (MCK)$121.2M0.34%160,354-24,987Trimmed
CrowdStrike Holdings, Inc. (CRWD)$117.5M0.34%154,016-3,232Trimmed
Goldman Sachs Group Inc. (GS)$116.8M0.33%115,455-105Held
Booking Holdings Inc. (BKNG)$115.8M0.33%649,602+36,452Added
CVS Health Corp. (CVS)$112.7M0.32%1,089,694+496,124Added
Linde plc (LIN)$111.4M0.32%214,614-8,636Trimmed
Morgan Stanley (MS)$110.0M0.31%526,074+67,900Added
Oracle Corp. (ORCL)$109.2M0.31%744,934-1,773Trimmed
Vertex Pharmaceuticals Inc. (VRTX)$108.4M0.31%218,292-2,555Trimmed
Seagate Technology Holdings plc (STX)$105.8M0.30%109,611-54,642Trimmed
Alibaba Group Holding Limited (BABA)$104.7M0.30%1,091,2530Held
Enphase Energy, Inc. (ENPH)$104.0M0.30%2,111,158+1,283,052Added
Qualcomm Inc. (QCOM)$99.8M0.28%539,896-156,046Trimmed
Corning Inc. (GLW)$98.5M0.28%385,665-35,407Trimmed
Analog Devices Inc. (ADI)$95.7M0.27%241,059-12,431Trimmed
Citigroup Inc. (C)$95.5M0.27%682,416-18,934Trimmed
Wells Fargo & Company (WFC)$95.2M0.27%1,152,317-57,139Trimmed
Vertiv Holdings Co. (VRT)$94.0M0.27%280,702-39,568Trimmed
TJX Companies Inc. (TJX)$93.3M0.27%615,842-15,250Trimmed
Stryker Corp. (SYK)$90.4M0.26%287,125-3,128Trimmed
ServiceNow, Inc. (NOW)$86.5M0.25%871,356-43,249Trimmed
Credicorp Ltd (BAP)$84.4M0.24%216,757-81,765Trimmed
American Express Co. (AXP)$82.8M0.24%244,766+39,679Added
Albemarle Corp. (ALB)$81.4M0.23%602,617+73,815Added
Welltower Inc. (WELL)$80.1M0.23%353,123+36,308Added
Carlisle Companies Inc. (CSL)$77.3M0.22%213,065+50,988Added
PepsiCo Inc. (PEP)$76.1M0.22%562,298+30,379Added
MKS Inc. (MKSI)$73.2M0.21%164,490-28,010Trimmed
Spotify Technology S.A. (SPOT)$72.7M0.21%158,445-2,679Trimmed
Deere & Co. (DE)$72.7M0.21%114,640-6,578Trimmed
Union Pacific Corp. (UNP)$71.9M0.20%264,491-11,378Trimmed
Solaredge Technologies, Inc. (SEDG)$71.9M0.20%1,230,401+175,281Added
HCA Healthcare, Inc. (HCA)$71.2M0.20%182,691-7,712Trimmed
Uber Technologies, Inc. (UBER)$70.8M0.20%980,731-184,776Trimmed
Prologis, Inc. (PLD)$69.3M0.20%511,537+34,582Added
McDonald's Corp. (MCD)$68.8M0.20%254,579-11,847Trimmed
Verizon Communications Inc. (VZ)$68.6M0.20%1,620,964+94,605Added
Royal Caribbean Cruises Ltd. (RCL)$68.3M0.20%215,189-65,696Trimmed
Coherent Corp. (COHR)$68.1M0.19%172,570+104,805Added
Boston Scientific Corp. (BSX)$67.6M0.19%1,584,433-1,002,628Trimmed
S&P Global Inc. (SPGI)$67.6M0.19%166,035-21,903Trimmed
Service Corp. International (SCI)$67.0M0.19%881,985+32,137Added
Abbott Laboratories (ABT)$66.9M0.19%736,804-444,592Trimmed
Cadence Design Systems Inc. (CDNS)$66.3M0.19%176,771+41,693Added
Cencora, Inc. (COR)$62.6M0.18%221,107-105,735Trimmed
Teradyne, Inc. (TER)$61.9M0.18%127,990+3,250Added
Charles Schwab Corp. (SCHW)$60.2M0.17%652,139+3,070Added
Core & Main, Inc. (CNM)$59.5M0.17%1,233,692-67,808Trimmed
Pfizer Inc. (PFE)$59.3M0.17%2,462,431+232,528Added
Salesforce, Inc. (CRM)$59.1M0.17%377,259-37,039Trimmed
Walt Disney Co. (DIS)$59.0M0.17%612,587-48,161Trimmed
Nasdaq, Inc. (NDAQ)$58.2M0.17%738,126+18,774Added

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
June 2026 quarter$35.1B1,485
March 2026 quarter$30.0B1,491
December 2025 quarter$33.1B1,495
September 2025 quarter$31.5B1,499
June 2025 quarter$28.2B1,513
March 2025 quarter$24.3B1,527
December 2024 quarter$26.2B1,542
September 2024 quarter$25.3B1,522
Every 13F fund · Fund holdings data