Lansforsakringar Fondforvaltning AB (publ) 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, Lansforsakringar Fondforvaltning AB (publ) opened 68 positions, added to 131, reduced 362, sold out of 37 and left 3 unchanged. The largest increase in value was MU (+$297,296,779); the largest decrease was NFLX (-$74,455,239).
- MU: Country of operation United States; Class COM; Shares 2026-03-31 5,251; Shares 2026-06-30 259,095.
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 539,907; Shares 2026-06-30 550,498.
- APH: Country of operation United States; Class CL A; Shares 2026-03-31 40,745; Shares 2026-06-30 823,333.
- LLY: Country of operation United States; Class COM; Shares 2026-03-31 315,757; Shares 2026-06-30 348,001.
Two Form 13F-HR filings compared (SEC CIK 2059323): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-08-13). 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 | 5,251 | 259,095 | +253,844 | $1,773,989 | $299,070,768 | +$297,296,779 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 539,907 | 550,498 | +10,591 | $109,832,705 | $319,789,793 | +$209,957,088 |
|---|
APH
AMPHENOL CORP | United States | CL A | 40,745 | 823,333 | +782,588 | $5,148,104 | $145,170,075 | +$140,021,971 |
|---|
LLY
ELI LILLY & CO | United States | COM | 315,757 | 348,001 | +32,244 | $290,422,292 | $417,402,839 | +$126,980,547 |
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JPM
JPMORGAN CHASE & CO | United States | COM | 927,362 | 1,168,266 | +240,904 | $272,791,374 | $382,408,510 | +$109,617,136 |
|---|
GEV
GE VERNOVA INC | United States | COM | 1,569 | 67,770 | +66,201 | $1,369,573 | $79,620,262 | +$78,250,689 |
|---|
LIN
LINDE PLC | United Kingdom | SHS | 171,299 | 290,918 | +119,619 | $84,922,747 | $150,968,987 | +$66,046,240 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 426,187 | 644,068 | +217,881 | $70,137,226 | $134,635,975 | +$64,498,749 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 170,523 | 459,215 | +288,692 | $39,184,275 | $102,349,839 | +$63,165,564 |
|---|
TXN
TEXAS INSTRS INC | United States | COM | 7,680 | 212,629 | +204,949 | $1,490,987 | $63,378,326 | +$61,887,339 |
|---|
KLAC
KLA CORP | United States | COM NEW | 42,173 | 400,143 | +357,970 | $62,095,621 | $120,727,145 | +$58,631,524 |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 41,491 | 108,649 | +67,158 | $11,222,842 | $69,396,289 | +$58,173,447 |
|---|
CSCO
CISCO SYS INC | United States | COM | 1,302,726 | 1,345,790 | +43,064 | $101,077,980 | $158,076,493 | +$56,998,513 |
|---|
PEP
PEPSICO INC | United States | COM | 514,552 | 1,005,198 | +490,646 | $79,904,361 | $136,103,809 | +$56,199,448 |
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URI
UNITED RENTALS INC | United States | COM | 27,959 | 63,141 | +35,182 | $20,369,702 | $71,531,807 | +$51,162,105 |
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V
VISA INC | United States | COM CL A | 752,030 | 797,518 | +45,488 | $227,292,354 | $273,620,451 | +$46,328,097 |
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ETN
EATON CORP PLC | | SHS | 150,193 | 234,189 | +83,996 | $53,719,248 | $99,792,617 | +$46,073,369 |
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VEEV
VEEVA SYS INC | United States | CL A COM | 75,916 | 332,053 | +256,137 | $13,335,335 | $58,929,446 | +$45,594,111 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 344,241 | 382,691 | +38,450 | $97,684,756 | $143,023,107 | +$45,338,351 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 289,107 | 293,384 | +4,277 | $78,229,053 | $121,939,192 | +$43,710,139 |
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ANET
ARISTA NETWORKS INC | United States | COM SHS | 523,941 | 611,540 | +87,599 | $64,329,138 | $103,888,415 | +$39,559,277 |
|---|
ALC
ALCON AG | | ORD SHS | 62,018 | 649,887 | +587,869 | $4,573,664 | $43,989,128 | +$39,415,464 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 114,992 | 212,206 | +97,214 | $48,910,441 | $86,423,016 | +$37,512,575 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 67,097 | 107,942 | +40,845 | $66,857,113 | $100,976,503 | +$34,119,390 |
|---|
TMUS
T-MOBILE US INC | United States | COM | 187,373 | 422,084 | +234,711 | $39,353,745 | $70,796,149 | +$31,442,404 |
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BKR
BAKER HUGHES COMPANY | United States | CL A | 366,162 | 964,252 | +598,090 | $22,354,073 | $53,515,986 | +$31,161,913 |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 229,038 | 540,746 | +311,708 | $36,022,908 | $66,571,240 | +$30,548,332 |
|---|
ABBV
ABBVIE INC | United States | COM | 566,186 | 583,795 | +17,609 | $123,139,147 | $146,906,174 | +$23,767,027 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 791,412 | 852,974 | +61,562 | $193,451,734 | $216,629,807 | +$23,178,073 |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 155,717 | 355,801 | +200,084 | $17,623,958 | $39,362,265 | +$21,738,307 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 220,348 | 350,723 | +130,375 | $28,869,843 | $50,205,997 | +$21,336,154 |
|---|
NBIS
NEBIUS GROUP N.V. | | SHS CLASS A | 2,242 | 77,759 | +75,517 | $232,629 | $21,474,703 | +$21,242,074 |
|---|
CIEN
CIENA CORP | United States | COM NEW | 3,513 | 44,059 | +40,546 | $1,363,845 | $21,613,583 | +$20,249,738 |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 1,471 | 50,211 | +48,740 | $638,367 | $20,852,126 | +$20,213,759 |
|---|
CFG
CITIZENS FINL GROUP INC | United States | COM | 4,923 | 280,906 | +275,983 | $295,231 | $19,683,083 | +$19,387,852 |
|---|
BNS
BANK NOVA SCOTIA B C | | COM | 5,197 | 217,698 | +212,501 | $359,250 | $18,914,983 | +$18,555,733 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 1,819 | 22,892 | +21,073 | $1,278,314 | $19,642,710 | +$18,364,396 |
|---|
TER
TERADYNE INC | United States | COM | 8,618 | 43,137 | +34,519 | $2,554,879 | $20,871,406 | +$18,316,527 |
|---|
COHR
COHERENT CORP | United States | COM | 6,881 | 45,173 | +38,292 | $1,639,114 | $17,819,393 | +$16,180,279 |
|---|
CI
THE CIGNA GROUP | United States | COM | 2,012 | 60,168 | +58,156 | $536,698 | $16,587,114 | +$16,050,416 |
|---|
MELI
MERCADOLIBRE INC | | COM | 28,461 | 38,141 | +9,680 | $49,209,380 | $64,740,152 | +$15,530,772 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 115,622 | 325,753 | +210,131 | $10,018,594 | $25,483,657 | +$15,465,063 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 31,023 | 81,022 | +49,999 | $10,193,794 | $25,508,966 | +$15,315,172 |
|---|
ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 8,937 | 192,637 | +183,700 | $649,627 | $14,717,467 | +$14,067,840 |
|---|
WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 71,009 | 589,108 | +518,099 | $1,949,897 | $15,705,619 | +$13,755,722 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 9,124 | 283,967 | +274,843 | $419,428 | $14,147,236 | +$13,727,808 |
|---|
ALL
ALLSTATE CORP | United States | COM | 2,040 | 58,859 | +56,819 | $422,971 | $14,004,910 | +$13,581,939 |
|---|
HCA
HCA HEALTHCARE INC | United States | COM | 2,264 | 36,610 | +34,346 | $1,071,410 | $14,273,873 | +$13,202,463 |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 77,545 | 191,023 | +113,478 | $5,010,156 | $17,421,298 | +$12,411,142 |
|---|
ATO
ATMOS ENERGY CORP | United States | COM | 52,386 | 124,057 | +71,671 | $9,676,691 | $21,371,299 | +$11,694,608 |
|---|
FITB
FIFTH THIRD BANCORP | United States | COM | 6,985 | 210,278 | +203,293 | $324,521 | $11,853,371 | +$11,528,850 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 893,749 | 1,581,108 | +687,359 | $56,082,455 | $67,481,689 | +$11,399,234 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 100,474 | 100,677 | +203 | $15,153,409 | $25,622,297 | +$10,468,888 |
|---|
FERG
FERGUSON ENTERPRISES INC | | COMMON STOCK NEW | 2,107 | 45,766 | +43,659 | $491,476 | $10,861,645 | +$10,370,169 |
|---|
KHC
KRAFT HEINZ CO | United States | COM | 16,247 | 448,221 | +431,974 | $365,393 | $10,586,980 | +$10,221,587 |
|---|
MRK
MERCK & CO INC | United States | COM | 804,827 | 830,507 | +25,680 | $96,812,132 | $106,720,150 | +$9,908,018 |
|---|
FIX
COMFORT SYS USA INC | United States | COM | 7,963 | 10,408 | +2,445 | $10,980,840 | $20,628,136 | +$9,647,296 |
|---|
JBL
JABIL INC | United States | COM | 2,776 | 26,464 | +23,688 | $737,385 | $10,201,343 | +$9,463,958 |
|---|
FLEX
FLEX LTD | | ORD | 60,743 | 81,207 | +20,464 | $3,976,216 | $13,161,218 | +$9,185,002 |
|---|
ON
ON SEMICONDUCTOR CORP | United States | COM | 6,406 | 94,974 | +88,568 | $396,657 | $8,978,842 | +$8,582,185 |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 8,072 | 86,132 | +78,060 | $788,550 | $9,296,227 | +$8,507,677 |
|---|
T
AT&T INC | United States | COM | 2,313,238 | 2,841,752 | +528,514 | $67,060,418 | $58,824,266 | -$8,236,152 |
|---|
HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 18,622 | 476,119 | +457,497 | $291,433 | $8,441,590 | +$8,150,157 |
|---|
ROP
ROPER TECHNOLOGIES INC | United States | COM | 1,114 | 24,230 | +23,116 | $394,198 | $8,199,190 | +$7,804,992 |
|---|
MDB
MONGODB INC | United States | CL A | 1,037 | 23,057 | +22,020 | $253,825 | $7,744,846 | +$7,491,021 |
|---|
CNC
CENTENE CORP DEL | United States | COM | 8,231 | 118,684 | +110,453 | $269,482 | $7,618,326 | +$7,348,844 |
|---|
CLS
CELESTICA INC | | COM | 881 | 19,755 | +18,874 | $247,730 | $7,202,168 | +$6,954,438 |
|---|
DLTR
DOLLAR TREE INC | United States | COM | 2,912 | 59,583 | +56,671 | $318,891 | $7,206,564 | +$6,887,673 |
|---|
RKLB
ROCKET LAB CORP | United States | COM | 135,730 | 153,278 | +17,548 | $8,716,535 | $15,580,709 | +$6,864,174 |
|---|
MPWR
MONOLITHIC PWR SYS INC | United States | COM | 11,839 | 14,303 | +2,464 | $12,944,103 | $19,771,895 | +$6,827,792 |
|---|
WELL
WELLTOWER INC | United States | COM | 214,661 | 216,601 | +1,940 | $42,440,404 | $49,161,929 | +$6,721,525 |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 13,099 | 16,304 | +3,205 | $15,181,137 | $21,717,580 | +$6,536,443 |
|---|
VLO
VALERO ENERGY CORP | United States | COM | 6,039 | 30,596 | +24,557 | $1,492,108 | $7,968,422 | +$6,476,314 |
|---|
RMD
RESMED INC | United States | COM | 4,353 | 36,453 | +32,100 | $977,156 | $7,103,961 | +$6,126,805 |
|---|
NUE
NUCOR CORP | United States | COM | 54,885 | 68,156 | +13,271 | $9,281,005 | $15,181,749 | +$5,900,744 |
|---|
DXCM
DEXCOM INC | United States | COM | 5,458 | 91,840 | +86,382 | $342,761 | $6,185,424 | +$5,842,663 |
|---|
CAE
CAE INC | | COM | 63,822 | 299,519 | +235,697 | $1,656,423 | $7,496,683 | +$5,840,260 |
|---|
RF
REGIONS FINANCIAL CORP NEW | United States | COM | 11,105 | 202,773 | +191,668 | $290,061 | $6,123,745 | +$5,833,684 |
|---|
FNV
FRANCO NEV CORP | | COM | 43,923 | 79,798 | +35,875 | $10,841,029 | $16,644,668 | +$5,803,639 |
|---|
KEY
KEYCORP | United States | COM | 13,926 | 218,310 | +204,384 | $279,215 | $5,032,046 | +$4,752,831 |
|---|
WPM
WHEATON PRECIOUS METALS CORP | | COM | 103,358 | 159,867 | +56,509 | $13,523,752 | $17,977,220 | +$4,453,468 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 390,228 | 440,296 | +50,068 | $28,400,645 | $32,731,605 | +$4,330,960 |
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SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 65,891 | 78,751 | +12,860 | $31,951,037 | $36,156,947 | +$4,205,910 |
|---|
CDW
CDW CORP | United States | COM | 2,963 | 31,873 | +28,910 | $358,580 | $4,482,619 | +$4,124,039 |
|---|
NTAP
NETAPP INC | United States | COM | 52,999 | 59,351 | +6,352 | $5,426,539 | $9,185,161 | +$3,758,622 |
|---|
GPC
GENUINE PARTS CO | United States | COM | 3,094 | 34,426 | +31,332 | $327,189 | $4,061,579 | +$3,734,390 |
|---|
DHI
D R HORTON INC | United States | COM | 61,399 | 73,305 | +11,906 | $8,425,127 | $11,939,918 | +$3,514,791 |
|---|
CME
CME GROUP INC | United States | COM | 112,796 | 135,297 | +22,501 | $33,314,124 | $29,877,637 | -$3,436,487 |
|---|
CVNA
CARVANA CO | United States | CL A | 29,750 | 190,051 | +160,301 | $9,352,756 | $12,509,157 | +$3,156,401 |
|---|
BURL
BURLINGTON STORES INC | United States | COM | 5,255 | 15,346 | +10,091 | $1,709,863 | $4,861,613 | +$3,151,750 |
|---|
OMC
OMNICOM GROUP INC | United States | COM | 44,812 | 88,462 | +43,650 | $3,374,774 | $6,442,687 | +$3,067,913 |
|---|
NTRA
NATERA INC | United States | COM | 39,876 | 40,580 | +704 | $7,974,759 | $11,015,441 | +$3,040,682 |
|---|
ECHO
ECHOSTAR CORP | United States | CL A | 4,897 | 34,165 | +29,268 | $573,289 | $3,467,748 | +$2,894,459 |
|---|
CHTR
CHARTER COMMUNICATIONS INC | United States | CL A | 1,776 | 21,807 | +20,031 | $383,401 | $3,101,173 | +$2,717,772 |
|---|
HSY
HERSHEY CO | United States | COM | 48,215 | 72,457 | +24,242 | $10,023,364 | $12,712,581 | +$2,689,217 |
|---|
IONQ
IONQ INC | United States | COM | 98,702 | 101,776 | +3,074 | $2,845,564 | $5,420,590 | +$2,575,026 |
|---|
AGI
ALAMOS GOLD INC | | COM CL A | 92,277 | 219,376 | +127,099 | $4,092,289 | $6,648,929 | +$2,556,640 |
|---|
NVR
NVR INC | United States | COM | 241 | 590 | +349 | $1,588,141 | $4,019,906 | +$2,431,765 |
|---|
APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 50,727 | 58,382 | +7,655 | $14,735,609 | $17,116,435 | +$2,380,826 |
|---|
AEM
AGNICO EAGLE MINES LTD | | COM | 114,965 | 165,004 | +50,039 | $23,261,436 | $25,628,392 | +$2,366,956 |
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