FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND opened 6 positions, added to 252, reduced 224, sold out of 16 and left 37 unchanged. The largest increase in value was MU (+$253,885,608); the largest decrease was NFLX (-$42,553,210).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 290,887; Shares 2026-06-30 305,087.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 412,133; Shares 2026-06-30 438,633.
- AVGO: Country of operation United States; Class COM; Shares 2026-03-31 1,141,003; Shares 2026-06-30 1,379,883.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 4,090,648; Shares 2026-06-30 4,147,208.
Two Form 13F-HR filings compared (SEC CIK 1540880): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 290,887 | 305,087 | +14,200 | $98,273,264 | $352,158,872 | +$253,885,608 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 412,133 | 438,633 | +26,500 | $83,840,216 | $254,806,296 | +$170,966,080 |
|---|
AVGO
BROADCOM INC | United States | COM | 1,141,003 | 1,379,883 | +238,880 | $353,151,838 | $521,250,804 | +$168,098,966 |
|---|
AAPL
APPLE INC | United States | COM | 4,090,648 | 4,147,208 | +56,560 | $1,038,165,556 | $1,200,036,106 | +$161,870,550 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 332,858 | 376,698 | +43,840 | $113,767,536 | $272,352,654 | +$158,585,118 |
|---|
AMZN
AMAZON COM INC | United States | COM | 2,463,475 | 2,514,375 | +50,900 | $513,067,938 | $599,276,137 | +$86,208,199 |
|---|
KLAC
KLA CORP | United States | COM NEW | 56,402 | 554,290 | +497,888 | $83,046,869 | $167,234,835 | +$84,187,966 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 261,164 | 364,204 | +103,040 | $74,110,508 | $136,113,961 | +$62,003,453 |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 89,416 | 133,316 | +43,900 | $24,186,135 | $85,151,596 | +$60,965,461 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 255,498 | 266,698 | +11,200 | $40,961,439 | $90,949,352 | +$49,987,913 |
|---|
TSLA
TESLA INC | United States | COM | 265,468 | 337,648 | +72,180 | $98,687,729 | $142,014,749 | +$43,327,020 |
|---|
NFLX
NETFLIX INC. | United States | COM | 1,842,995 | 1,885,865 | +42,870 | $177,203,971 | $134,650,761 | -$42,553,210 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 54,108 | 65,428 | +11,320 | $21,197,350 | $63,138,020 | +$41,940,670 |
|---|
GLW
CORNING INC | United States | COM | 266,871 | 279,771 | +12,900 | $36,286,450 | $71,461,907 | +$35,175,457 |
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APH
AMPHENOL CORP | United States | CL A | 664,039 | 671,539 | +7,500 | $83,901,328 | $118,405,756 | +$34,504,428 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 69,797 | 71,477 | +1,680 | $27,249,447 | $54,546,958 | +$27,297,511 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 2,071,039 | 2,123,559 | +52,520 | $766,636,506 | $792,129,976 | +$25,493,470 |
|---|
APP
APPLOVIN CORP | United States | COM CL A | 60,580 | 95,380 | +34,800 | $24,110,840 | $49,142,638 | +$25,031,798 |
|---|
WELL
WELLTOWER INC | United States | COM | 245,320 | 321,820 | +76,500 | $48,502,217 | $73,043,485 | +$24,541,268 |
|---|
GEV
GE VERNOVA INC | United States | COM | 67,933 | 70,733 | +2,800 | $59,298,715 | $83,101,373 | +$23,802,658 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 1,215,969 | 1,256,669 | +40,700 | $297,231,461 | $319,156,225 | +$21,924,764 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 595,006 | 993,206 | +398,200 | $36,087,114 | $57,228,530 | +$21,141,416 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 158,373 | 203,773 | +45,400 | $47,904,665 | $68,926,217 | +$21,021,552 |
|---|
ABBV
ABBVIE INC | United States | COM | 532,925 | 543,225 | +10,300 | $115,905,858 | $136,697,139 | +$20,791,281 |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 466,363 | 668,663 | +202,300 | $64,997,011 | $84,478,883 | +$19,481,872 |
|---|
MRK
MERCK & CO INC | United States | COM | 1,182,179 | 1,252,379 | +70,200 | $142,204,312 | $160,930,703 | +$18,726,391 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 327,241 | 342,321 | +15,080 | $79,319,946 | $96,264,089 | +$16,944,143 |
|---|
BE
BLOOM ENERGY CORP | United States | COM CL A | 69,700 | 83,100 | +13,400 | $9,443,653 | $25,154,370 | +$15,710,717 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 296,215 | 303,415 | +7,200 | $48,748,103 | $63,425,871 | +$14,677,768 |
|---|
UNP
UNION PAC CORP | United States | COM | 217,576 | 247,176 | +29,600 | $52,788,289 | $67,231,872 | +$14,443,583 |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 125,086 | 134,506 | +9,420 | $39,794,861 | $53,421,748 | +$13,626,887 |
|---|
MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 570,491 | 570,891 | +400 | $41,337,778 | $54,874,043 | +$13,536,265 |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 135,401 | 158,161 | +22,760 | $39,493,764 | $52,212,108 | +$12,718,344 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 65,850 | 68,950 | +3,100 | $6,181,340 | $18,750,953 | +$12,569,613 |
|---|
CME
CME GROUP INC | United States | COM | 254,747 | 284,507 | +29,760 | $75,239,528 | $62,827,681 | -$12,411,847 |
|---|
STLD
STEEL DYNAMICS INC | United States | COM | 97,937 | 128,737 | +30,800 | $17,628,660 | $29,539,992 | +$11,911,332 |
|---|
NUE
NUCOR CORP | United States | COM | 94,686 | 125,086 | +30,400 | $16,011,403 | $27,862,907 | +$11,851,504 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 98,800 | 104,900 | +6,100 | $14,901,016 | $26,697,050 | +$11,796,034 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 111,843 | 113,443 | +1,600 | $31,077,815 | $42,577,427 | +$11,499,612 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 337,700 | 345,400 | +7,700 | $24,253,615 | $35,731,630 | +$11,478,015 |
|---|
DDOG
DATADOG INC | United States | CL A COM | 79,661 | 79,961 | +300 | $9,403,982 | $20,818,646 | +$11,414,664 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 1,828,588 | 1,908,488 | +79,900 | $91,795,118 | $80,805,383 | -$10,989,735 |
|---|
D
DOMINION ENERGY INC | United States | COM | 437,500 | 549,117 | +111,617 | $27,046,250 | $37,499,200 | +$10,452,950 |
|---|
ZTS
ZOETIS INC | United States | CL A | 264,311 | 292,511 | +28,200 | $31,244,203 | $21,019,841 | -$10,224,362 |
|---|
ETN
EATON CORP PLC | | SHS | 134,825 | 137,105 | +2,280 | $48,222,858 | $58,423,183 | +$10,200,325 |
|---|
AON
AON PLC | Ireland | SHS CL A | 93,305 | 120,985 | +27,680 | $30,116,987 | $40,129,514 | +$10,012,527 |
|---|
COHR
COHERENT CORP | United States | COM | 37,500 | 47,980 | +10,480 | $8,932,875 | $18,926,671 | +$9,993,796 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 15,400 | 15,550 | +150 | $21,236,446 | $30,819,324 | +$9,582,878 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 39,350 | 50,630 | +11,280 | $15,276,851 | $24,837,053 | +$9,560,202 |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 68,668 | 88,868 | +20,200 | $18,896,060 | $28,218,255 | +$9,322,195 |
|---|
PWR
QUANTA SVCS INC | United States | COM | 37,000 | 41,040 | +4,040 | $20,313,739 | $29,550,442 | +$9,236,703 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 461,370 | 468,170 | +6,800 | $28,950,968 | $19,981,496 | -$8,969,472 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 89,106 | 93,446 | +4,340 | $22,328,181 | $31,287,590 | +$8,959,409 |
|---|
HWM
HOWMET AEROSPACE INC | United States | COM | 130,303 | 144,303 | +14,000 | $30,029,630 | $38,797,304 | +$8,767,674 |
|---|
USB
US BANCORP | United States | COM NEW | 416,419 | 502,719 | +86,300 | $21,657,952 | $30,364,227 | +$8,706,275 |
|---|
CTVA
CORTEVA INC | United States | COM | 234,551 | 333,251 | +98,700 | $19,634,265 | $28,223,028 | +$8,588,763 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 227,846 | 272,746 | +44,900 | $52,356,733 | $60,789,628 | +$8,432,895 |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 57,800 | 83,700 | +25,900 | $11,401,628 | $19,749,852 | +$8,348,224 |
|---|
URI
UNITED RENTALS INC | United States | COM | 15,006 | 17,006 | +2,000 | $10,932,772 | $19,265,927 | +$8,333,155 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 42,380 | 47,300 | +4,920 | $37,940,271 | $46,265,077 | +$8,324,806 |
|---|
ROST
ROSS STORES INC | United States | COM | 87,235 | 127,435 | +40,200 | $18,897,718 | $27,124,540 | +$8,226,822 |
|---|
MTZ
MASTEC INC | United States | COM | 15,000 | 30,720 | +15,720 | $4,826,100 | $12,781,364 | +$7,955,264 |
|---|
NET
CLOUDFLARE INC | United States | CL A COM | 108,878 | 123,378 | +14,500 | $22,465,887 | $30,262,156 | +$7,796,269 |
|---|
BKR
BAKER HUGHES COMPANY | United States | CL A | 1,159,303 | 1,412,480 | +253,177 | $70,775,448 | $78,392,641 | +$7,617,193 |
|---|
NI
NISOURCE INC | United States | COM | 343,050 | 493,050 | +150,000 | $16,006,713 | $23,444,528 | +$7,437,815 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 196,087 | 201,607 | +5,520 | $97,212,090 | $104,621,937 | +$7,409,847 |
|---|
KR
KROGER CO | United States | COM | 558,033 | 595,933 | +37,900 | $40,379,268 | $33,092,159 | -$7,287,109 |
|---|
MCD
MCDONALDS CORP | United States | COM | 301,720 | 320,160 | +18,440 | $93,771,558 | $86,542,450 | -$7,229,108 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 47,091 | 110,202 | +63,111 | $4,632,813 | $11,846,716 | +$7,213,903 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 36,195 | 40,675 | +4,480 | $12,989,662 | $20,137,378 | +$7,147,716 |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 8,440 | 16,520 | +8,080 | $5,748,652 | $12,518,195 | +$6,769,543 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 144,616 | 157,616 | +13,000 | $9,287,240 | $16,021,666 | +$6,734,426 |
|---|
TWLO
TWILIO INC | United States | CL A | 51,992 | 63,892 | +11,900 | $6,541,633 | $13,182,836 | +$6,641,203 |
|---|
F
FORD MTR CO | United States | COM | 1,045,760 | 1,324,960 | +279,200 | $12,068,070 | $18,416,944 | +$6,348,874 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 306,654 | 346,454 | +39,800 | $64,406,540 | $58,110,730 | -$6,295,810 |
|---|
MCK
MCKESSON CORP | United States | COM | 77,237 | 80,197 | +2,960 | $66,837,810 | $60,596,853 | -$6,240,957 |
|---|
HD
HOME DEPOT INC | United States | COM | 259,680 | 259,760 | +80 | $85,406,156 | $91,612,157 | +$6,206,001 |
|---|
GM
GENERAL MTRS CO | United States | COM | 282,830 | 352,930 | +70,100 | $21,070,836 | $27,203,845 | +$6,133,009 |
|---|
RVMD
REVOLUTION MEDICINES INC | United States | COM | 46,900 | 56,300 | +9,400 | $4,561,025 | $10,543,864 | +$5,982,839 |
|---|
KDP
KEURIG DR PEPPER INC | United States | COM | 582,689 | 648,389 | +65,700 | $15,342,202 | $21,221,773 | +$5,879,571 |
|---|
ECL
ECOLAB INC | United States | COM | 117,159 | 132,919 | +15,760 | $31,166,637 | $37,032,562 | +$5,865,925 |
|---|
COR
CENCORA INC | United States | COM | 186,732 | 186,812 | +80 | $58,659,990 | $52,864,060 | -$5,795,930 |
|---|
CB
CHUBB LTD SWITZ | | COM | 218,406 | 225,846 | +7,440 | $71,185,068 | $76,954,766 | +$5,769,698 |
|---|
AMGN
AMGEN INC | United States | COM | 166,082 | 176,962 | +10,880 | $58,435,952 | $64,081,479 | +$5,645,527 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 291,045 | 308,445 | +17,400 | $26,074,722 | $31,519,995 | +$5,445,273 |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 67,539 | 68,019 | +480 | $31,962,157 | $26,519,927 | -$5,442,230 |
|---|
PFE
PFIZER INC | United States | COM | 1,441,271 | 1,898,971 | +457,700 | $40,470,889 | $45,727,221 | +$5,256,332 |
|---|
PEP
PEPSICO INC | United States | COM | 772,134 | 847,234 | +75,100 | $119,904,690 | $114,715,484 | -$5,189,206 |
|---|
GWW
WW GRAINGER INC | United States | COM | 17,261 | 17,591 | +330 | $18,828,471 | $23,930,798 | +$5,102,327 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 92,633 | 98,933 | +6,300 | $19,276,002 | $24,359,283 | +$5,083,281 |
|---|
WAT
WATERS CORP | United States | COM | 34,880 | 41,120 | +6,240 | $10,387,264 | $15,421,646 | +$5,034,382 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 328,098 | 402,598 | +74,500 | $15,082,664 | $20,057,433 | +$4,974,769 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 68,752 | 78,032 | +9,280 | $19,731,824 | $24,548,087 | +$4,816,263 |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 179,139 | 201,339 | +22,200 | $10,087,317 | $14,768,216 | +$4,680,899 |
|---|
KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 48,309 | 52,269 | +3,960 | $13,641,012 | $18,297,809 | +$4,656,797 |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 163,327 | 165,427 | +2,100 | $19,375,483 | $23,922,398 | +$4,546,915 |
|---|
CSX
CSX CORP | United States | COM | 539,433 | 561,391 | +21,958 | $22,143,725 | $26,682,914 | +$4,539,189 |
|---|
TROW
PRICE T ROWE GROUP INC | United States | COM | 68,577 | 94,177 | +25,600 | $6,181,531 | $10,706,984 | +$4,525,453 |
|---|
NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 64,223 | 76,623 | +12,400 | $8,460,738 | $12,913,658 | +$4,452,920 |
|---|
CRWV
COREWEAVE INC | United States | COM CL A | 56,300 | 87,800 | +31,500 | $4,361,561 | $8,739,612 | +$4,378,051 |
|---|