Avanza Fonder AB
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 17, 2026), Avanza Fonder AB reported 458 stock positions worth $4.6 billion. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Nvidia (NVDA, 7.0%) and Microsoft (MSFT, 4.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 35, added to 247 and reduced 49. The biggest buy was Micron Technology (MU, shares +11%) and the biggest sale Abbott Laboratories (ABT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002035325
- Portfolio Value
- $4.6B (Q2 2026)
- SEC Filing
- 0002035325-26-000005 ↗ filed Jul 17, 2026
Holdings Value
Holdings 458 stocks · $4.6B
| AAPL Apple Inc. | 7.02% | 1,114,566 | $322.5M | Add +9.6% |
| NVDA Nvidia Corp. | 6.95% | 1,596,260 | $319.4M | Add +9.0% |
| MSFT Microsoft Corp. | 4.67% | 575,265 | $214.6M | Add +18.4% |
| AMZN Amazon.com Inc. | 4.38% | 844,210 | $201.2M | Add +18.3% |
| GOOGL Alphabet Inc. Class A | 3.55% | 455,711 | $162.9M | Add +14.9% |
| GOOG Alphabet Inc. Class C | 2.81% | 365,653 | $129.2M | Add +7.0% |
| MU Micron Technology Inc. | 2.51% | 100,080 | $115.5M | Add +10.7% |
| TSLA Tesla Inc. | 2.36% | 258,128 | $108.6M | Add +14.5% |
| AVGO Broadcom Inc. | 2.30% | 279,442 | $105.6M | Add +33.2% |
| AMD Advanced Micro Devices | 2.21% | 174,912 | $101.6M | Add +8.7% |
| META Meta Platforms Inc. Class A | 2.09% | 170,822 | $96.2M | Add +15.8% |
| JNJ Johnson & Johnson | 1.46% | 264,815 | $67.3M | Add +1.9% |
| LRCX Lam Research Corp. | 1.24% | 131,897 | $57.2M | Add +8.1% |
| AMAT Applied Materials Inc. | 1.24% | 78,803 | $57.0M | Add +0.4% |
| CSCO Cisco Systems Inc. | 1.11% | 434,864 | $51.1M | Add +5.3% |
| V Visa Inc. Class A | 1.11% | 148,719 | $51.0M | Add +10.0% |
| WMT Walmart Inc. | 1.08% | 439,736 | $49.8M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.97% | 302,384 | $44.3M | Add +6.6% |
| HD Home Depot Inc. | 0.91% | 117,928 | $41.6M | Add +7.3% |
| KO The Coca-Cola Co. | 0.86% | 487,524 | $39.6M | Add +7.5% |
| MRK Merck & Co. Inc. | 0.84% | 300,014 | $38.6M | Add +5.3% |
| KLAC KLA Corp. | 0.82% | 125,318 | $37.8M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.80% | 30,594 | $36.7M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.77% | 68,939 | $35.4M | Add +9.1% |
| JPM JPMorgan Chase & Co. | 0.70% | 97,703 | $32.0M | Add +6.4% |
| BAC Bank of America Corp. | 0.69% | 553,987 | $31.6M | Add +5.6% |
| LIN Linde PLC | 0.66% | 58,605 | $30.4M | Add +8.1% |
| RY Royal Bank of Canada | 0.62% | 97,300 | $28.6M | Add +4.1% |
| NFLX Netflix Inc. | 0.58% | 375,253 | $26.8M | Add +11.3% |
| UNH Unitedhealth Group Inc. | 0.55% | 60,556 | $25.2M | Reduce -7.0% |
| QCOM Qualcomm Inc. | 0.54% | 134,794 | $24.9M | Add +27.1% |
| GS Goldman Sachs Group Inc. | 0.53% | 23,876 | $24.1M | Add +5.9% |
| PEP Pepsico Inc. | 0.53% | 178,340 | $24.1M | Add +9.6% |
| AMGN Amgen Inc. | 0.50% | 63,010 | $22.8M | Add +0.2% |
| GLW Corning Inc. | 0.46% | 82,927 | $21.2M | Add +4.5% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 62,920 | $21.1M | Add +18.4% |
| MS Morgan Stanley | 0.43% | 94,842 | $19.8M | Add +7.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 67,206 | $18.9M | Add +12.4% |
| PANW Palo Alto Networks Inc. | 0.41% | 55,034 | $18.8M | Add +23.4% |
| WELL Welltower Inc. | 0.41% | 82,151 | $18.6M | Add +13.7% |
| C Citigroup Inc. | 0.40% | 132,144 | $18.5M | Add +1.3% |
| GILD Gilead Sciences Inc. | 0.39% | 142,643 | $18.0M | Add +12.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 116,880 | $17.7M | Add +2.8% |
| ANET Arista Networks Inc. | 0.38% | 103,400 | $17.6M | Add +10.1% |
| ABT Abbott Laboratories | 0.37% | 188,859 | $17.1M | Reduce -3.1% |
| ISRG Intuitive Surgical Inc. | 0.37% | 42,546 | $16.9M | Add +7.9% |
| DE Deere & Co. | 0.36% | 26,300 | $16.7M | Add +4.7% |
| ITW Illinois Tool Works | 0.35% | 59,713 | $16.2M | Add +11.8% |
| ORCL Oracle Corp. | 0.34% | 107,987 | $15.8M | Add +14.9% |
| AXP American Express Co. | 0.34% | 46,178 | $15.6M | Add +11.2% |
| VZ Verizon Communications Inc. | 0.33% | 362,715 | $15.4M | Add +17.5% |
| PFE Pfizer Inc. | 0.33% | 634,756 | $15.3M | Add +8.9% |
| AEM Agnico Eagle Mines Ltd. | 0.33% | 68,667 | $15.1M | Add +21.5% |
| NEM Newmont Corp. | 0.32% | 157,138 | $14.7M | Add +18.6% |
| WDC Western Digital Corp. | 0.32% | 22,779 | $14.5M | Add +18.7% |
| DELL Dell Technologies -C | 0.32% | 33,605 | $14.5M | Add +23.3% |
| MRVL Marvell Technology Inc. | 0.31% | 48,133 | $14.3M | Reduce -25.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 18,568 | $14.2M | Add +32.0% |
| T AT&T Inc. | 0.31% | 681,598 | $14.1M | Add +17.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.30% | 28,198 | $14.0M | Add +2.0% |
| STX Seagate Technology Holdings | 0.30% | 14,490 | $14.0M | Add +23.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 144,221 | $13.9M | Add +12.3% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 27,365 | $13.7M | Reduce -2.9% |
| FIX Comfort Systems USA Inc. | 0.30% | 6,863 | $13.6M | Add +16.1% |
| SYK Stryker Corp. | 0.29% | 42,219 | $13.3M | Add +3.1% |
| SCHW Schwab (charles) Corp. | 0.29% | 142,386 | $13.1M | Add +6.7% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.28% | 51,462 | $12.9M | Add +10.6% |
| BLK BlackRock Inc. | 0.28% | 13,330 | $12.8M | Add +16.3% |
| FERG Ferguson Enterprises Inc. | 0.28% | 53,935 | $12.8M | Add +18.4% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 210,840 | $12.1M | Add +5.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.26% | 96,369 | $11.9M | Add +10.9% |
| AXON Axon Enterprise Inc. | 0.26% | 20,936 | $11.7M | Add +20.6% |
| LOW Lowe's Cos Inc. | 0.25% | 52,862 | $11.7M | Reduce -3.2% |
| FDX FedEx Corp. | 0.25% | 36,579 | $11.5M | Add +48.3% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.24% | 68,030 | $11.1M | Add +12.6% |
| PLD Prologis Inc. | 0.24% | 81,540 | $11.0M | Add +7.0% |
| PGR Progressive Corp. | 0.24% | 50,185 | $11.0M | Add +1.4% |
| COF Capital One Financial Corp. | 0.24% | 54,346 | $10.9M | Add +17.6% |
| UPS United Parcel Service Class B | 0.23% | 100,424 | $10.8M | Add +7.7% |
| EXPD Expeditors Intl Wash Inc. | 0.23% | 66,212 | $10.8M | Add +12.2% |
| TT Trane Technologies PLC | 0.23% | 21,813 | $10.7M | Add +1.7% |
| CB Chubb Ltd. | 0.23% | 31,248 | $10.6M | Add +4.5% |
| AWK American Water Works Co. Inc. | 0.23% | 79,768 | $10.5M | Add +18.0% |
| WPM Wheaton Precious Metals Corp. | 0.23% | 65,423 | $10.4M | Add +25.5% |
| WM Waste Management Inc. | 0.22% | 46,156 | $10.3M | Add +8.7% |
| FAST Fastenal Co. | 0.22% | 213,312 | $10.2M | Add +10.1% |
| SPGI S&P Global Inc. | 0.22% | 25,123 | $10.2M | Add +8.9% |
| BKNG Booking Holdings Inc. | 0.22% | 57,397 | $10.2M | Add +9.9% |
| CRM Salesforce Inc. | 0.22% | 64,963 | $10.2M | Add +7.1% |
| CL Colgate-Palmolive Co. | 0.22% | 110,532 | $10.1M | Add +16.0% |
| CTAS Cintas Corp. | 0.22% | 58,438 | $9.9M | Add +10.1% |
| MDT Medtronic PLC | 0.22% | 126,616 | $9.9M | Reduce -10.5% |
| BN Brookfield Corp. | 0.21% | 160,199 | $9.7M | Add +26.3% |
| FCX Freeport-McMoran Inc. | 0.21% | 153,676 | $9.7M | Add +10.2% |
| MDLZ Mondelez International Inc. Class A | 0.20% | 160,087 | $9.3M | Add +7.6% |
| SBUX Starbucks Corp. | 0.19% | 87,628 | $9.0M | Add +8.2% |
| MSI Motorola Solutions Inc. | 0.19% | 21,179 | $8.8M | Add +19.7% |
| CRH CRH PLC | 0.19% | 81,845 | $8.8M | Add +8.5% |
| EQIX Equinix Inc. | 0.19% | 8,272 | $8.6M | Add +8.6% |
| JCI Johnson Controls Internation | 0.19% | 58,804 | $8.6M | Add +1.6% |
Portfolio Sells Q1 2026 → Q2 2026
| ABT Abbott Laboratories | Reduce -3.1% | 0.37% | −0.18 |
| MCK McKesson Corp. | Reduce -29.1% | 0.15% | −0.16 |
| MDT Medtronic PLC | Reduce -10.5% | 0.22% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -3.2% | 0.25% | −0.10 |
| ZTS Zoetis Inc. | Reduce -6.3% | 0.08% | −0.10 |
| PNR Pentair PLC | Sold out | 0.00% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.9% | 0.30% | −0.08 |
| DHR Danaher Corp. | Reduce -12.5% | 0.18% | −0.08 |
| CI The Cigna Group | Reduce -34.4% | 0.08% | −0.07 |
| YUM Yum! Brands Inc. | Reduce -51.9% | 0.04% | −0.06 |
| COR Cencora Inc. | Reduce -71.5% | 0.01% | −0.05 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.05 |
| IDXX Idexx Laboratories Inc. | Reduce -25.3% | 0.06% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.05 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -12.0% | 0.09% | −0.05 |
| TSCO Tractor Supply Company | Reduce -62.0% | 0.01% | −0.05 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.04 |
| GEHC GE Healthcare Technology | Reduce -54.2% | 0.02% | −0.04 |
| ALLE Allegion PLC | Sold out | 0.00% | −0.04 |
| CLX Clorox Company | Sold out | 0.00% | −0.04 |
| QSR Restaurant Brands Intern | Reduce -54.3% | 0.02% | −0.04 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.04 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.03 |
| IR Ingersoll-Rand Inc. | Reduce -84.0% | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Reduce -23.8% | 0.13% | −0.03 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.03 |
| MAR Marriott International Class A | Reduce -9.4% | 0.14% | −0.03 |
| IT Gartner Inc. | Sold out | 0.00% | −0.03 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.03 |
| IP International Paper Co. | Reduce -62.4% | 0.01% | −0.03 |
| DGX Quest Diagnostics Inc. | Reduce -48.0% | 0.02% | −0.03 |
| TRU Transunion | Sold out | 0.00% | −0.03 |
| BURL Burlington Stores Inc. | Reduce -34.8% | 0.03% | −0.03 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
| CAH Cardinal Health Inc. | Reduce -62.4% | 0.01% | −0.03 |
| VEEV Veeva Systems Inc. Class A | Reduce -38.5% | 0.02% | −0.03 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.02 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.02 |
| FSV Firstservice Corp. | Sold out | 0.00% | −0.02 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.02 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.02 |
| DXCM Dexcom Inc. | Reduce -17.9% | 0.05% | −0.02 |
| EQH Equitable Holdings Inc. | Sold out | 0.00% | −0.02 |
| EXPE Expedia Group Inc. | Reduce -26.6% | 0.04% | −0.02 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.02 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.02 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.02 |
| BIIB Biogen Inc. | Reduce -19.6% | 0.06% | −0.02 |
| IQV Iqvia Holdings Inc. | Reduce -29.0% | 0.03% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +10.7% | 2.51% | +1.67 |
| AMD Advanced Micro Devices | Add +8.7% | 2.21% | +1.31 |
| LRCX Lam Research Corp. | Add +8.1% | 1.24% | +0.52 |
| AVGO Broadcom Inc. | Add +33.2% | 2.30% | +0.50 |
| AMAT Applied Materials Inc. | Add +0.4% | 1.24% | +0.50 |
| GOOGL Alphabet Inc. Class A | Add +14.9% | 3.55% | +0.39 |
| AMZN Amazon.com Inc. | Add +18.3% | 4.38% | +0.27 |
| CSCO Cisco Systems Inc. | Add +5.3% | 1.11% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +23.4% | 0.41% | +0.21 |
| DELL Dell Technologies -C | Add +23.3% | 0.32% | +0.19 |
| STX Seagate Technology Holdings | Add +23.3% | 0.30% | +0.18 |
| WDC Western Digital Corp. | Add +18.7% | 0.32% | +0.17 |
| QCOM Qualcomm Inc. | Add +27.1% | 0.54% | +0.16 |
| GLW Corning Inc. | Add +4.5% | 0.46% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +32.0% | 0.31% | +0.16 |
| INTC Intel Corp. | Add +360.8% | 0.13% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +7.0% | 2.81% | +0.10 |
| BE Bloom Energy Corp. Class A | Add +174.3% | 0.12% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +18.4% | 0.46% | +0.09 |
| DDOG Datadog Inc. Class A | Add +17.3% | 0.14% | +0.07 |
| FIX Comfort Systems USA Inc. | Add +16.1% | 0.30% | +0.07 |
| SNOW Snowflake Inc. | Add +19.0% | 0.17% | +0.06 |
| ANET Arista Networks Inc. | Add +10.1% | 0.38% | +0.06 |
| TER Teradyne Inc. | Add +13.5% | 0.18% | +0.06 |
| AXON Axon Enterprise Inc. | Add +20.6% | 0.26% | +0.05 |
| FTNT Fortinet Inc. | Add +1.8% | 0.15% | +0.05 |
| NXPI NXP Semiconductors NV | Add +26.3% | 0.17% | +0.05 |
| HPE Hewlett Packard Enterprise | Add +16.0% | 0.11% | +0.05 |
| EME Emcor Group Inc. | Add +157.1% | 0.08% | +0.05 |
| TSLA Tesla Inc. | Add +14.5% | 2.36% | +0.05 |
| URI United Rentals Inc. | Add +15.5% | 0.14% | +0.04 |
| RY Royal Bank of Canada | Add +4.1% | 0.62% | +0.04 |
| SNDK Sandisk Corp. | New | 0.04% | +0.04 |
| NEE Nextera Energy Inc. | Add +408.2% | 0.05% | +0.04 |
| ALAB Astera Labs Inc. | Add +162.1% | 0.04% | +0.04 |
| BMO Bank of Montreal | Add +10.6% | 0.28% | +0.04 |
| LLY Eli Lilly & Co. | Add +2.1% | 0.80% | +0.04 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +56.7% | 0.09% | +0.03 |
| UAL United Airlines Holdings Inc. | Add +21.6% | 0.12% | +0.03 |
| MS Morgan Stanley | Add +7.3% | 0.43% | +0.03 |
| ROK Rockwell Automation Inc. | Add +447.6% | 0.03% | +0.03 |
| LII Lennox International Inc. | Add +46.2% | 0.09% | +0.03 |
| BNS Bank of Nova Scotia | Add +10.9% | 0.26% | +0.03 |
| MPWR Monolithic Power Systems Inc. | Add +19.6% | 0.16% | +0.02 |
| WSO Watsco Inc. | Add +37.0% | 0.13% | +0.02 |
| LUV Southwest Airlines Co. | Add +34.9% | 0.08% | +0.02 |
| STT State Street Corp. | Add +26.3% | 0.10% | +0.02 |
| SNA Snap-on Inc. | Add +51.0% | 0.10% | +0.02 |
| GPN Global Payments Inc. | Add +68.0% | 0.08% | +0.02 |
| CM Can Imperial BK of Commerce | Add +12.6% | 0.24% | +0.02 |
Notes & Other Activity Q1 2026 → Q2 2026
| BBY Best Buy Co. Inc. | COM | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 458 | $4.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q1 2026 | 484 | $3.6B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q4 2025 | 497 | $3.9B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 428 | $3.9B | NVDA, AAPL, MSFT, AMZN, TSLA |
| Q2 2025 | 433 | $3.4B | NVDA, AAPL, MSFT, AMZN, META |
| Q1 2025 | 460 | $3.0B | AAPL, NVDA, MSFT, AMZN, META |
| Q4 2024 | 437 | $3.4B | AAPL, NVDA, MSFT, AMZN, TSLA |