13FPulse
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Swedbank AB

13F equity value
$116.0B
Positions
696
Top 10 concentration
37.3%
Quarters / total new picks
20 / 766
13F equity value over time
$0M$58B$116B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Negative Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it. Buying this fund's new positions the day each filing went public, over 20 quarters, returned -1.5% per quarter versus +1.4% from simply owning every 13F stock — it beat that baseline in only 35.0% of quarters (excess t = -2.25). Copying it would have systematically underperformed the simplest possible strategy.

Avg 2Q excess
-5.3%
t-stat
-2.25
Quarterly win rate
35%
Annualized excess
-13.1%
$1 → follow vs universe
$0.65 vs $1.26
Cumulative return: $1 invested in new picks vs universe
1.00 0.45 0.91 1.36 202120222023202420252026 Follow Universe

Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 696 · 2026 Q2

Ticker Value Weight QoQ
NVDA $8.7B
7.5%
HOLD
AAPL $5.9B
5.0%
ADD +4%
MSFT $5.5B
4.8%
HOLD
AVGO $5.0B
4.3%
ADD +6%
AMZN $3.9B
3.4%
ADD +4%
GOOGL $3.4B
3.0%
HOLD
GOOG $3.4B
2.9%
TRIM −5%
MU $2.7B
2.4%
ADD +2%
AMD $2.5B
2.1%
ADD +27%
LLY $2.1B
1.8%
ADD +10%
AMAT $2.1B
1.8%
HOLD +2%
LRCX $2.0B
1.7%
ADD +30%
KLAC $1.7B
1.4%
TRIM −14%
META $1.6B
1.4%
TRIM −8%
JPM $1.5B
1.3%
HOLD
ADI $1.5B
1.3%
ADD +9%
C $1.4B
1.2%
ADD +4%
ANET $1.1B
0.9%
TRIM −2%
PLD $965M
0.8%
ADD +3%
JNJ $921M
0.8%
ADD +24%

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q2

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.