Livforsakringsbolaget Skandia, Omsesidigt
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Livforsakringsbolaget Skandia, Omsesidigt reported 564 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Nvidia (NVDA, 7.1%) and Microsoft (MSFT, 7.0%). Compared with Q1 2024, it opened 14 new positions, sold out of 21, added to 41 and reduced 175. The biggest buy was a new position in Sea Ltd.-ADR (SE) and the biggest sale Gilead Sciences (GILD, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- Stockholm, V7
- CIK
- 0001547926
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0000950123-24-006530 ↗ filed Jul 15, 2024
Holdings Value
Holdings 564 stocks · $1.2B
| AAPL Apple Inc. | 7.29% | 424,741 | $89.3M | Reduce -4.4% |
| NVDA Nvidia Corp. | 7.12% | 706,920 | $87.2M | Reduce -1.4% |
| MSFT Microsoft Corp. | 6.97% | 191,015 | $85.3M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 4.97% | 334,288 | $60.9M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.86% | 244,665 | $47.3M | Add +3.1% |
| META Meta Platforms Inc. Class A | 3.17% | 76,997 | $38.8M | Reduce -1.3% |
| AVGO Broadcom Inc. | 2.05% | 15,642 | $25.1M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 2.01% | 121,484 | $24.6M | Add +3.0% |
| LLY Eli Lilly & Co. | 1.42% | 19,182 | $17.4M | Add +5.4% |
| ORCL Oracle Corp. | 1.31% | 113,479 | $16.0M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 1.26% | 124,107 | $15.4M | Add +0.6% |
| JNJ Johnson & Johnson | 1.17% | 97,882 | $14.3M | Reduce -1.0% |
| UNH Unitedhealth Group Inc. | 1.17% | 28,082 | $14.3M | Reduce -1.8% |
| KLAC KLA Corp. | 1.15% | 17,083 | $14.1M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.11% | 343,417 | $13.7M | Reduce -0.7% |
| ABBV Abbvie Inc. | 1.07% | 76,185 | $13.1M | Add +2.2% |
| QCOM Qualcomm Inc. | 1.06% | 65,577 | $13.0M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.95% | 25,695 | $11.6M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.91% | 25,171 | $11.1M | Add +1.2% |
| AMGN Amgen Inc. | 0.90% | 35,364 | $11.0M | Reduce -1.1% |
| TSLA Tesla Inc. | 0.88% | 54,594 | $10.8M | Reduce -2.3% |
| URI United Rentals Inc. | 0.85% | 16,161 | $10.5M | No change |
| V Visa Inc. Class A | 0.84% | 39,424 | $10.3M | Reduce -2.0% |
| ELV Elevance Health Inc. | 0.84% | 19,082 | $10.3M | Add +5.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.84% | 21,865 | $10.2M | Reduce -0.9% |
| AMAT Applied Materials Inc. | 0.83% | 42,842 | $10.1M | Reduce -1.1% |
| APO Apollo Global Management Inc. | 0.79% | 81,826 | $9.7M | Reduce -0.4% |
| CI The Cigna Group | 0.75% | 27,917 | $9.2M | Reduce -1.1% |
| REGN Regeneron Pharmaceuticals | 0.73% | 8,532 | $9.0M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.73% | 53,910 | $8.9M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.70% | 180,939 | $8.6M | Reduce -1.4% |
| CMI Cummins Inc. | 0.70% | 30,940 | $8.6M | No change |
| ANET Arista Networks Inc. | 0.69% | 24,266 | $8.5M | Reduce -0.4% |
| HIG Hartford Insurance Group Inc. | 0.68% | 82,439 | $8.3M | Add +148.8% |
| PCAR Paccar Inc. | 0.65% | 77,088 | $7.9M | No change |
| GM General Motors Co. | 0.64% | 169,738 | $7.9M | No change |
| AZO AutoZone Inc. | 0.64% | 2,643 | $7.8M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.63% | 9,035 | $7.7M | Add +16.1% |
| NTAP Netapp Inc. | 0.63% | 59,541 | $7.7M | No change |
| ADBE Adobe Inc. | 0.62% | 13,700 | $7.6M | Reduce -7.0% |
| WSM Williams-Sonoma Inc. | 0.62% | 26,700 | $7.5M | No change |
| SE Sea Ltd.-ADR | 0.58% | 98,702 | $7.1M | New |
| AMD Advanced Micro Devices | 0.57% | 42,700 | $6.9M | Reduce -7.9% |
| PHM Pultegroup Inc. | 0.56% | 62,894 | $6.9M | No change |
| KR Kroger Co. | 0.54% | 133,386 | $6.7M | Add +0.2% |
| FCNCA First Citizens Bcshs Class A | 0.54% | 3,957 | $6.7M | Add +6.2% |
| UTHR United Therapeutics Corp. | 0.54% | 20,850 | $6.6M | Add +28.3% |
| SNA Snap-on Inc. | 0.53% | 24,700 | $6.4M | No change |
| GDDY GoDaddy Inc. Class A | 0.52% | 45,200 | $6.3M | Add +34.5% |
| OC Owens Corning | 0.51% | 36,150 | $6.3M | Add +12.4% |
| CMCSA Comcast Corp. Class A | 0.51% | 159,809 | $6.3M | Reduce -1.5% |
| MCHP Microchip Technology Inc. | 0.51% | 68,230 | $6.2M | No change |
| PFE Pfizer Inc. | 0.51% | 221,251 | $6.2M | Reduce -1.5% |
| LRCX Lam Research Corp. | 0.50% | 5,715 | $6.1M | Reduce -9.5% |
| AIG American International Group | 0.48% | 78,800 | $5.8M | Reduce -0.5% |
| ATKR Atkore Inc. | 0.48% | 43,300 | $5.8M | No change |
| DKS Dick's Sporting Goods Inc. | 0.47% | 26,700 | $5.7M | No change |
| EA Electronic Arts Inc. | 0.47% | 40,990 | $5.7M | No change |
| KO The Coca-Cola Co. | 0.44% | 84,387 | $5.4M | Reduce -2.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.43% | 5,909 | $5.3M | No change |
| FOXA Fox Corp. Class A | 0.43% | 154,500 | $5.3M | Add +4.6% |
| AMP Ameriprise Financial Inc. | 0.41% | 11,711 | $5.0M | No change |
| HD Home Depot Inc. | 0.41% | 14,445 | $5.0M | Reduce -38.6% |
| MCK McKesson Corp. | 0.40% | 8,482 | $5.0M | Reduce -1.2% |
| EXPE Expedia Group Inc. | 0.40% | 38,937 | $4.9M | No change |
| JBL Jabil Inc. | 0.39% | 44,448 | $4.8M | Reduce -0.7% |
| INTU Intuit Inc. | 0.39% | 7,327 | $4.8M | Reduce -1.4% |
| COR Cencora Inc. | 0.38% | 20,475 | $4.6M | Add +7.9% |
| OMC Omnicom Group | 0.37% | 50,818 | $4.6M | No change |
| PTC PTC Inc. | 0.37% | 24,700 | $4.5M | No change |
| DOV Dover Corp. | 0.36% | 24,586 | $4.4M | No change |
| HCA HCA Healthcare Inc. | 0.34% | 12,887 | $4.1M | Reduce -0.8% |
| ORLY O'reilly Automotive Inc. | 0.31% | 3,633 | $3.8M | Reduce -2.7% |
| FDX FedEx Corp. | 0.30% | 12,206 | $3.7M | No change |
| SYK Stryker Corp. | 0.30% | 10,779 | $3.7M | Reduce -1.8% |
| IPG Interpublic Group of Cos Inc. | 0.28% | 119,477 | $3.5M | Reduce -0.5% |
| FFIV F5 Inc. | 0.28% | 19,787 | $3.4M | Add +6.5% |
| PEP Pepsico Inc. | 0.27% | 20,317 | $3.4M | Reduce -3.3% |
| RGA Reinsurance Group of America | 0.27% | 15,900 | $3.3M | No change |
| BKNG Booking Holdings Inc. | 0.27% | 820 | $3.2M | Reduce -2.6% |
| DECK Deckers Outdoor Corp. | 0.26% | 3,349 | $3.2M | No change |
| PGR Progressive Corp. | 0.25% | 14,985 | $3.1M | Add +1164.6% |
| WMT Walmart Inc. | 0.25% | 45,313 | $3.1M | Reduce -3.6% |
| BSX Boston Scientific Corp. | 0.25% | 39,223 | $3.0M | Reduce -42.2% |
| CRM Salesforce Inc. | 0.25% | 11,736 | $3.0M | Reduce -4.1% |
| MCD McDonald's Corp. | 0.24% | 11,726 | $3.0M | Add +6.3% |
| DBX Dropbox Inc. Class A | 0.23% | 125,500 | $2.8M | Reduce -0.4% |
| BWA Borgwarner Inc. | 0.23% | 85,900 | $2.8M | Reduce -0.4% |
| UNM Unum Group | 0.23% | 54,100 | $2.8M | No change |
| GMS GMS Inc. | 0.22% | 32,814 | $2.6M | No change |
| GFF Griffon Corp. | 0.21% | 40,109 | $2.6M | No change |
| KEYS Keysight Technologies Inc. | 0.21% | 18,548 | $2.5M | Reduce -1.1% |
| CVS CVS Health Corp. | 0.21% | 42,803 | $2.5M | Reduce -1.6% |
| DHI D.R. Horton Inc. | 0.20% | 17,832 | $2.5M | No change |
| ABT Abbott Laboratories | 0.20% | 23,700 | $2.5M | Reduce -14.4% |
| HALO Halozyme Therapeutics Inc. | 0.20% | 46,100 | $2.4M | Add +769.8% |
| CPAY Corpay Inc. | 0.20% | 9,000 | $2.4M | Reduce -1.1% |
| TOL Toll Brothers Inc. | 0.19% | 20,300 | $2.3M | No change |
| FISV Fiserv Inc. | 0.19% | 15,509 | $2.3M | Reduce -1.9% |
| CW Curtiss-Wright Corp. | 0.18% | 8,350 | $2.3M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| GILD Gilead Sciences Inc. | Reduce -97.9% | 0.01% | −0.61 |
| BMY Bristol-Myers Squibb Co. | Reduce -96.7% | 0.01% | −0.48 |
| HD Home Depot Inc. | Reduce -38.6% | 0.41% | −0.36 |
| VZ Verizon Communications Inc. | Reduce -92.3% | 0.03% | −0.32 |
| ADSK Autodesk Inc. | Reduce -96.0% | 0.01% | −0.23 |
| JNPR Juniper Networks Inc. | Reduce -98.9% | 0.00% | −0.21 |
| JNJ Johnson & Johnson | Reduce -1.0% | 1.17% | −0.15 |
| BSX Boston Scientific Corp. | Reduce -42.2% | 0.25% | −0.15 |
| AMD Advanced Micro Devices | Reduce -7.9% | 0.57% | −0.14 |
| AKAM Akamai Technologies Inc. | Reduce -25.9% | 0.17% | −0.12 |
| CI The Cigna Group | Reduce -1.1% | 0.75% | −0.11 |
| JBL Jabil Inc. | Reduce -0.7% | 0.39% | −0.11 |
| V Visa Inc. Class A | Reduce -2.0% | 0.84% | −0.10 |
| SFM Sprouts Farmers Market Inc. | Reduce -59.9% | 0.10% | −0.10 |
| MRVL Marvell Technology Inc. | Reduce -90.0% | 0.01% | −0.10 |
| CVS CVS Health Corp. | Reduce -1.6% | 0.21% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -1.5% | 0.51% | −0.08 |
| FBIN Fortune Brands Innovations I | Reduce -97.6% | 0.00% | −0.07 |
| CSCO Cisco Systems Inc. | Reduce -1.4% | 0.70% | −0.07 |
| FUTU Futu Holdings Ltd.-ADR | Sold out | 0.00% | −0.07 |
| MOD Modine Manufacturing Co. | Reduce -45.2% | 0.09% | −0.07 |
| AZO AutoZone Inc. | Reduce -0.5% | 0.64% | −0.07 |
| ULTA Ulta Beauty Inc. | Reduce -94.6% | 0.00% | −0.07 |
| AN Autonation Inc. | Reduce -50.0% | 0.06% | −0.07 |
| ENVA Enova International Inc. | Reduce -36.3% | 0.10% | −0.07 |
| CRM Salesforce Inc. | Reduce -4.1% | 0.25% | −0.07 |
| ABT Abbott Laboratories | Reduce -14.4% | 0.20% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -72.7% | 0.02% | −0.06 |
| CF CF Industries Holdings Inc. | Reduce -49.4% | 0.04% | −0.05 |
| IPG Interpublic Group of Cos Inc. | Reduce -0.5% | 0.28% | −0.05 |
| AIG American International Group | Reduce -0.5% | 0.48% | −0.05 |
| MRO Marathon Oil Corp. | Reduce -95.3% | 0.00% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -2.7% | 0.31% | −0.04 |
| CPAY Corpay Inc. | Reduce -1.1% | 0.20% | −0.04 |
| KEYS Keysight Technologies Inc. | Reduce -1.1% | 0.21% | −0.04 |
| FL Foot Locker Inc. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Reduce -3.3% | 0.27% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -6.2% | 0.18% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -1.9% | 0.17% | −0.04 |
| IMXI International Money Express | Reduce -68.4% | 0.01% | −0.04 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 3.17% | −0.03 |
| SYK Stryker Corp. | Reduce -1.8% | 0.30% | −0.03 |
| TBBK The Bancorp Inc. | Reduce -36.2% | 0.07% | −0.03 |
| NKE Nike Inc. Class B | Reduce -3.2% | 0.09% | −0.03 |
| DBX Dropbox Inc. Class A | Reduce -0.4% | 0.23% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.73% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -0.8% | 0.34% | −0.03 |
| TNET Trinet Group Inc. | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -1.8% | 1.17% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| SE Sea Ltd.-ADR | New | 0.58% | +0.58 |
| HIG Hartford Insurance Group Inc. | Add +148.8% | 0.68% | +0.39 |
| AVGO Broadcom Inc. | Add +1.8% | 2.05% | +0.33 |
| AMZN Amazon.com Inc. | Add +3.1% | 3.86% | +0.24 |
| PGR Progressive Corp. | Add +1164.6% | 0.25% | +0.23 |
| UTHR United Therapeutics Corp. | Add +28.3% | 0.54% | +0.23 |
| LLY Eli Lilly & Co. | Add +5.4% | 1.42% | +0.22 |
| HALO Halozyme Therapeutics Inc. | Add +769.8% | 0.20% | +0.18 |
| GDDY GoDaddy Inc. Class A | Add +34.5% | 0.52% | +0.18 |
| COST Costco Wholesale Corp. | Add +16.1% | 0.63% | +0.14 |
| GE General Electric | Add +498.8% | 0.16% | +0.13 |
| VCTR Victory Capital Holding - A | New | 0.12% | +0.12 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.10% | +0.10 |
| OSK Oshkosh Corp. | New | 0.10% | +0.10 |
| ALV Autoliv Inc. | New | 0.10% | +0.10 |
| AWI Armstrong World Industries | Add +201.8% | 0.15% | +0.09 |
| AEO American Eagle Outfitters | New | 0.09% | +0.09 |
| PLMR Palomar Holdings Inc. | New | 0.07% | +0.07 |
| NOW ServiceNow Inc. | Add +104.7% | 0.14% | +0.07 |
| OC Owens Corning | Add +12.4% | 0.51% | +0.06 |
| AX Axos Financial Inc. | Add +85.8% | 0.12% | +0.06 |
| ELV Elevance Health Inc. | Add +5.5% | 0.84% | +0.05 |
| CROX Crocs Inc. | Add +47.4% | 0.17% | +0.05 |
| KTB Kontoor Brands Inc. | Add +45.1% | 0.13% | +0.04 |
| GRAL Grail Inc. | Add +7650.5% | 0.04% | +0.04 |
| FOXA Fox Corp. Class A | Add +4.6% | 0.43% | +0.04 |
| POLESTAR AUTOMOTIVE HLDG UK | New | 0.04% | +0.04 |
| PEG Public Service Enterprise GP | New | 0.04% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +675.0% | 0.04% | +0.04 |
| LH Labcorp Holdings Inc. | Add +548.0% | 0.04% | +0.04 |
| WTFC Wintrust Financial Corp. | Add +43.8% | 0.15% | +0.04 |
| FCNCA First Citizens Bcshs Class A | Add +6.2% | 0.54% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +1000.0% | 0.03% | +0.03 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | Add +494.4% | 0.03% | +0.02 |
| NFLX Netflix Inc. | Add +6.0% | 0.17% | +0.02 |
| LRN Stride Inc. | Add +4.7% | 0.17% | +0.02 |
| DKNG Draftkings Inc. Class A | New | 0.01% | +0.01 |
| TRGP Targa Resources Corp. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 2.01% | +0.01 |
| P Everpure Inc. Class A | New | 0.01% | +0.01 |
| QLYS Qualys Inc. | Add +41.1% | 0.06% | +0.01 |
| SOLV Solventum Corp. | Add +350.1% | 0.01% | +0.01 |
| VST Vistra Corp. | New | 0.01% | +0.01 |
| WELL Welltower Inc. | Add +53.7% | 0.01% | +0.00 |
| PWR Quanta Services Inc. | Add +100.0% | 0.00% | +0.00 |
| PLAY Dave & Buster's Entertainmen | Add +68.4% | 0.04% | +0.00 |
| COR Cencora Inc. | Add +7.9% | 0.38% | −0.01 |
| NXT Nextpower Inc. | Add +8.4% | 0.10% | −0.02 |
| MCD McDonald's Corp. | Add +6.3% | 0.24% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 444 | $3.1B | NVDA, AAPL, GOOGL, MSFT, MU |
| Q1 2026 | 457 | $2.6B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q4 2025 | 484 | $2.6B | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q3 2025 | 508 | $2.6B | NVDA, AAPL, MSFT, GOOGL, META |
| Q2 2025Amended | 528 | $2.3B | NVDA, MSFT, AAPL, GOOGL, CORT |
| Q1 2025 | 569 | $1.8B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q4 2024 | 572 | $1.9B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q3 2024 | 595 | $1.9B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q2 2024 | 564 | $1.2B | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 568 | $1.2B | MSFT, AAPL, NVDA, GOOGL, AMZN |