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Avanza Fonder AB

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2035325
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Sector Allocation

  • Technology50.1%$2.6B
  • Financials12.1%$632.9M
  • Consumer Discretionary10.7%$559.0M
  • Healthcare9.2%$479.7M
  • Consumer Staples4.8%$250.7M
  • Industrials4.0%$206.8M
  • Materials3.4%$177.0M
  • Communication Services2.3%$119.5M
  • Real Estate2.1%$108.4M
  • Utilities1.4%$73.8M

AUM History

13fpro.ai/research/fund/avanza-fonder-ab-2035325

Conviction and streaks

Concentrating · top 10 = 41.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

AAPL$AAPLConviction hold7.9% weight · held 8 quartersNVDA$NVDAConviction hold7.7% weight · held 8 quartersMSFT$MSFTConviction hold6.3% weight · held 8 quartersAMZN$AMZNConviction hold4.5% weight · held 8 quartersGOOG$GOOGConviction hold3.4% weight · held 8 quartersJNJ$JNJAccumulating+31% shares · 6 quarters runningPG$PGAccumulating+51% shares · 6 quarters runningKO$KOAccumulating+52% shares · 6 quarters runningHD$HDAccumulating+36% shares · 6 quarters runningLIN$LINAccumulating+42% shares · 6 quarters runningLOPE$LOPETrimming-58% shares · 4 quarters runningMMS$MMSTrimming-78% shares · 4 quarters runningGEHC$GEHCTrimming-55% shares · 2 quarters runningLAUR$LAURTrimming-62% shares · 2 quarters running

Largest positions — Q3 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/avanza-fonder-ab-2035325

Avanza Fonder AB 13F holdings — Q3 2026

$5.2B portfolio (+13.8% QoQ) · 456 holdings · Q3 2026 13F · top 10 are 42% of the stock portfolio

All holdings — Avanza Fonder AB (Q3 2026)

456 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TSLA$TSLATesla, Inc.$102.0M+11%
JNJ$JNJJOHNSON & JOHNSON$78.9M+13%
V$VVISA INC.$61.4M+15%
CSCO$CSCOCISCO SYSTEMS, INC.$52.0M+11%
WMT$WMTWalmart Inc.$50.8M+11%
MRK$MRKMerck & Co., Inc.$50.0M+15%
PG$PGPROCTER & GAMBLE Co$48.9M+11%
LRCX$LRCXLAM RESEARCH CORP$48.5M+12%
KO$KOCOCA COLA CO$46.8M+11%
AMAT$AMATAPPLIED MATERIALS INC /DE$44.9M+11%
MA$MAMastercard Inc$42.2M+11%
LLY$LLYELI LILLY & Co$38.9M+10%
HD$HDHOME DEPOT, INC.$37.6M+12%
JPM$JPMJPMORGAN CHASE & CO$35.4M+9%
BAC$BACBANK OF AMERICA CORP /DE/$32.4M+7%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 239 added to, 12 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

  • GATES INDL CORP LTD - COM SHS$203K

    first bought this quarter

Added to (239)

  • AAPL$AAPLApple Inc.+11%

    now $410.7M · held 8+ qtrs, 2 adds in a row

  • NVDA$NVDANVIDIA CORP+11%

    now $403.2M · held 8+ qtrs, 2 adds in a row

  • MSFT$MSFTMICROSOFT CORP+12%

    now $329.1M · held 8+ qtrs, 2 adds in a row

  • AMZN$AMZNAMAZON COM INC+12%

    now $235.9M · held 8+ qtrs, 2 adds in a row

  • GOOGL$GOOGLAlphabet Inc.+12%

    now $175.2M · held 8+ qtrs, 2 adds in a row

  • CRWD$CRWDCrowdStrike Holdings, Inc.+349%

    now $22.1M · held 6 qtrs, 2 adds in a row

+233 more in the Excel export

Trimmed (12)

  • VMRK$VMRKVIVMARK RESIDENTIAL-60%

    now $947K

  • MMS$MMSMAXIMUS, INC.-52%

    now $37K

+10 more in the Excel export

Sold out (4)

  • EA$EAELECTRONIC ARTS INC.was $3.9M

    held 7+ qtrs

  • AVB$AVBAVALONBAY COMMUNITIES INCwas $2.8M

    held 7+ qtrs

  • GTES$GTESGates Industrial Corp Ltd.was $179K

    held 6 qtrs

  • BBY$BBYBEST BUY CO INCwas $0

    held 7+ qtrs

Share

Holdings by quarter

Every 13F Avanza Fonder AB has filed, 7 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Avanza Fonder AB?

Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Avanza Fonder AB's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

-4.4%

Value-weighted move of the 10 largest stock positions

Turnover

0%

Last quarter; 14% over the last 4

Top 10 weight

42%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Avanza Fonder AB disclosed 456 positions worth $5.2B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 7.9% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 1 new position and exited 4 and a full exit from $EA. The portfolio is most concentrated in Technology (50.1% of disclosed assets). All figures are sourced directly from Avanza Fonder AB’s Form 13F-HR filing with the SEC under CIK 2035325.

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AI-Powered Hedge Fund Analysis: Avanza Fonder AB

13F Pro is an AI hedge fund tracker and stock research platform. For Avanza Fonder AB (SEC CIK: 2035325), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Avanza Fonder AB's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.