2026 Q2 Portfolio Activity
In 2026 Q2, Handelsbanken Fonder AB maintained a portfolio of 1571 distinct positions. The most significant new addition was TE CONNECTIVITY PLC ORD SHS, now representing 0.11% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC COM, increasing the position by 6.3%. The fund also reduced its exposure to BOSTON SCIENTIFIC CORP COM by 38.8%.
Position History
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Total Positions
1571
Quarter
2026 Q2
Top Holding
NVDA (6.5%)
Top 10 Concentration
34.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1571
Handelsbanken Fonder AB Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.48% | 6.61% |
#1
Prev: #1
|
5.1 |
—
|
3,989 | 0.0% |
P
S
|
11,369,496 | $2,274,922 |
$112.36
+80.9%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
AAPL
APPLE INC COM
|
Technology | 5.70% | 6.04% |
#2
Prev: #2
|
4.3 |
—
|
-235,238 | -3.3% |
P
S
|
6,910,385 | $1,999,589 |
$121.39
+169.0%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
MSFT
MICROSOFT CORP ...
|
Technology | 4.05% | 4.56% |
#3
Prev: #3
|
3.1 |
—
|
115,037 | 3.1% |
P
S
|
3,811,080 | $1,421,609 |
$195.86
+105.4%
|
2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | ||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 3.52% | 3.56% |
#4
Prev: #4
|
2.4 |
—
|
49,660 | 1.0% |
P
S
|
5,180,597 | $1,234,743 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 3.00% | 2.76% |
#5
Prev: #5
|
2.2 |
—
|
72,119 | 2.5% |
P
S
|
2,949,453 | $1,054,046 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 2.87% | 2.73% |
#6
Prev: #6
|
1.6 |
—
|
359 | 0.0% |
P
S
|
2,854,989 | $1,008,753 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVGO
BROADCOM INC CO...
|
Technology | 2.67% | 2.71% |
#7
Prev: #7
|
1.6 |
—
|
-140,767 | -5.4% |
P
S
|
2,485,199 | $938,784 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LLY
ELI LILLY & CO ...
|
Healthcare | 2.33% | 2.17% |
#8
Prev: #8
|
1.4 |
—
|
-27,617 | -3.9% |
P
S
|
680,927 | $816,724 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 2.07% | 0.67% |
#9
12
Prev: #21
|
2.8 |
—
|
37,420 | 6.3% |
P
S
|
630,685 | $727,993 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.80% | 2.15% |
#10
1
Prev: #9
|
1.2 |
—
|
-9,260 | -0.8% |
P
S
|
1,120,604 | $631,225 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.66% | 0.57% |
#11
15
Prev: #26
|
2.7 |
—
|
164,433 | 19.7% |
P
S
|
1,000,860 | $581,410 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.45% | 1.54% |
#12
1
Prev: #11
|
1.1 |
—
|
-20,390 | -1.3% |
P
S
|
1,551,236 | $507,766 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.42% | 1.58% |
#13
3
Prev: #10
|
1.1 |
—
|
18,653 | 1.0% |
P
S
|
1,959,262 | $497,594 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.98% | 1.00% |
#14
Prev: #14
|
0.9 |
—
|
-19,132 | -1.4% |
P
S
|
1,362,464 | $342,850 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.95% | 0.41% |
#15
21
Prev: #36
|
2.9 |
—
|
105,776 | 29.6% |
P
S
|
462,685 | $334,521 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
INTC
INTEL CORP COM
|
Technology | 0.90% | 0.27% |
#16
54
Prev: #70
|
2.9 |
—
|
413,671 | 22.4% |
P
S
|
2,263,752 | $316,088 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CSCO
CISCO SYS INC C...
|
Technology | 0.82% | 0.66% |
#17
5
Prev: #22
|
0.8 |
—
|
-93,041 | -3.7% |
P
S
|
2,453,299 | $288,165 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.81% | 0.31% |
#18
42
Prev: #60
|
3.3 |
—
|
339,020 | 97.3% |
P
S
|
687,561 | $285,771 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.77% | 1.04% |
#19
6
Prev: #13
|
0.8 |
—
|
-96,304 | -15.2% |
P
S
|
538,524 | $269,994 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.75% | 0.87% |
#20
5
Prev: #15
|
0.8 |
—
|
-12,867 | -2.5% |
P
S
|
510,758 | $262,325 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.75% | 0.83% |
#21
5
Prev: #16
|
0.8 |
—
|
1,797 | 0.3% |
P
S
|
522,748 | $261,578 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
KLAC
KLA CORP COM NE...
|
Technology | 0.74% | 0.39% |
#22
18
Prev: #40
|
3.3 |
—
|
779,317 | 978.2% |
P
S
|
858,984 | $259,164 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.74% | 0.75% |
#23
4
Prev: #19
|
0.8 |
—
|
-69,510 | -1.5% |
P
S
|
4,529,611 | $258,097 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MRK
MERCK & CO INC ...
|
Healthcare | 0.72% | 0.75% |
#24
6
Prev: #18
|
2.3 |
—
|
95,489 | 5.1% |
P
S
|
1,959,794 | $251,834 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 0.70% | 0.51% |
#25
6
Prev: #31
|
0.3 |
—
|
-313,697 | -27.8% |
P
S
|
813,452 | $246,232 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.70% | 0.43% |
#26
9
Prev: #35
|
0.8 |
—
|
-35,142 | -5.9% |
P
S
|
565,142 | $244,893 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
NXT
NEXTPOWER INC C...
|
Technology | 0.68% | 0.81% |
#27
10
Prev: #17
|
0.8 |
—
|
-6,770 | -0.3% |
P
S
|
2,013,766 | $239,920 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
V
VISA INC COM CL...
|
Financial Services | 0.63% | 0.65% |
#28
5
Prev: #23
|
0.8 |
—
|
2,369 | 0.4% |
P
S
|
649,345 | $222,784 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CAT
CATERPILLAR INC...
|
Industrials | 0.62% | 0.30% |
#29
32
Prev: #61
|
3.2 |
—
|
76,641 | 59.6% |
P
S
|
205,152 | $218,466 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
NFLX
NETFLIX INC. CO...
|
Communication Services | 0.57% | 1.08% |
#30
18
Prev: #12
|
0.7 |
—
|
-542,555 | -16.1% |
P
S
|
2,820,999 | $201,419 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.56% | 0.52% |
#31
1
Prev: #30
|
0.7 |
—
|
-121,138 | -9.5% |
P
S
|
1,157,934 | $196,710 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
WMT
WALMART INC COM
|
Consumer Defensive | 0.55% | 0.73% |
#32
12
Prev: #20
|
0.7 |
—
|
-68,109 | -3.9% |
P
S
|
1,696,392 | $192,133 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.53% | 0.61% |
#33
9
Prev: #24
|
0.2 |
—
|
-154,822 | -28.4% |
P
S
|
389,578 | $186,051 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
HD
HOME DEPOT INC ...
|
Consumer Cyclical | 0.53% | 0.60% |
#34
9
Prev: #25
|
0.7 |
—
|
-29,206 | -5.3% |
P
S
|
522,512 | $184,280 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.52% | 0.39% |
#35
8
Prev: #43
|
0.2 |
—
|
-186,097 | -25.7% |
P
S
|
537,550 | $183,315 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.51% | 0.28% |
#36
29
Prev: #65
|
3.2 |
—
|
296,372 | 86.7% |
P
S
|
638,216 | $179,473 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
FSLR
FIRST SOLAR INC...
|
Technology | 0.46% | 0.39% |
#37
4
Prev: #41
|
2.2 |
—
|
89,214 | 15.0% |
P
S
|
683,112 | $161,187 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
WDC
WESTERN DIGITAL...
|
Technology | 0.42% | 0.12% |
#38
110
Prev: #148
|
3.2 |
—
|
96,078 | 71.4% |
P
S
|
230,578 | $147,275 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.40% | 0.34% |
#39
12
Prev: #51
|
2.7 |
—
|
278,208 | 22.0% |
P
S
|
1,541,212 | $139,418 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.39% | 0.45% |
#40
6
Prev: #34
|
0.7 |
—
|
-9,083 | -1.0% |
P
S
|
926,459 | $135,856 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.37% | 0.41% |
#41
4
Prev: #37
|
0.6 |
—
|
15,499 | 1.0% |
P
S
|
1,614,283 | $131,193 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SNDK
SANDISK CORP CO...
|
Technology | 0.37% | 0.09% |
#42
144
Prev: #186
|
2.6 |
—
|
14,964 | 35.1% |
P
S
|
57,564 | $130,885 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.36% | 0.54% |
#43
15
Prev: #28
|
0.6 |
—
|
-31,273 | -8.9% |
P
S
|
319,944 | $127,235 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
PWR
QUANTA SVCS INC...
|
Industrials | 0.36% | 0.39% |
#44
5
Prev: #39
|
0.6 |
—
|
-38,595 | -18.1% |
P
S
|
175,202 | $126,152 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMGN
AMGEN INC COM
|
Healthcare | 0.36% | 0.35% |
#45
1
Prev: #46
|
2.1 |
—
|
47,052 | 15.7% |
P
S
|
346,596 | $125,509 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.36% | 0.19% |
#46
55
Prev: #101
|
0.1 |
—
|
-146,937 | -25.9% |
P
S
|
421,088 | $125,438 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.36% | 0.24% |
#47
34
Prev: #81
|
2.1 |
—
|
51,360 | 13.9% |
P
S
|
419,960 | $125,177 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.35% | 0.49% |
#48
16
Prev: #32
|
0.6 |
—
|
-76,090 | -7.2% |
P
S
|
975,089 | $123,193 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MCK
MCKESSON CORP C...
|
Healthcare | 0.35% | 0.53% |
#49
20
Prev: #29
|
0.6 |
—
|
-24,987 | -13.5% |
P
S
|
160,354 | $121,163 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.33% | 0.20% |
#50
45
Prev: #95
|
0.6 |
—
|
-3,232 | -2.1% |
P
S
|
154,016 | $117,536 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 1571 holdings