Livforsakringsbolaget Skandia, Omsesidigt
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), Livforsakringsbolaget Skandia, Omsesidigt reported 528 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Apple (AAPL, 5.9%). Compared with Q1 2025, it opened 7 new positions, sold out of 49, added to 151 and reduced 27. The biggest buy was Corcept Therapeutics (CORT, shares +5558%) and the biggest sale Amazon.com (AMZN, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- Stockholm, V7
- CIK
- 0001547926
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0000950123-25-006318 ↗ filed Jul 11, 2025
Holdings Value
Holdings 528 stocks · $2.3B
| NVDA Nvidia Corp. | 8.16% | 1,187,899 | $187.5M | Add +17.5% |
| MSFT Microsoft Corp. | 6.99% | 323,092 | $160.6M | Add +17.3% |
| AAPL Apple Inc. | 5.91% | 662,135 | $135.8M | Add +17.1% |
| GOOGL Alphabet Inc. Class A | 4.18% | 545,475 | $96.1M | Add +19.3% |
| CORT Corcept Therapeutics Inc. | 3.58% | 113,158 | $82.2M | Add +5557.9% |
| AVGO Broadcom Inc. | 3.15% | 262,163 | $72.3M | Add +18.2% |
| WYNN WYNN Resorts Ltd. | 3.13% | 328,300 | $72.0M | Add +143891.2% |
| JPM JPMorgan Chase & Co. | 2.50% | 198,460 | $57.5M | Add +18.7% |
| ORCL Oracle Corp. | 1.31% | 137,388 | $30.0M | Add +19.1% |
| V Visa Inc. Class A | 1.30% | 84,015 | $29.8M | Add +27.5% |
| GS Goldman Sachs Group Inc. | 1.21% | 39,356 | $27.8M | Add +19.8% |
| TSLA Tesla Inc. | 1.15% | 83,292 | $26.5M | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 1.09% | 361,676 | $25.1M | Add +29.5% |
| ABBV Abbvie Inc. | 1.05% | 129,570 | $24.0M | Add +18.8% |
| KLAC KLA Corp. | 1.03% | 26,483 | $23.7M | Add +20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 47,954 | $23.3M | Add +27.0% |
| NFLX Netflix Inc. | 0.96% | 16,541 | $22.1M | Add +33.4% |
| LLY Eli Lilly & Co. | 0.94% | 27,706 | $21.6M | Add +17.9% |
| JNJ Johnson & Johnson | 0.90% | 135,367 | $20.7M | No change |
| OPRA Opera Ltd.-ADR | 0.88% | 128,000 | $20.2M | Add +89.1% |
| MCK McKesson Corp. | 0.84% | 26,432 | $19.4M | Add +20.5% |
| SE Sea Ltd.-ADR | 0.80% | 114,700 | $18.3M | Add +9.8% |
| BKNG Booking Holdings Inc. | 0.77% | 3,064 | $17.7M | Add +28.0% |
| MA Mastercard Inc. Class A | 0.76% | 31,240 | $17.5M | Add +16.4% |
| CAH Cardinal Health Inc. | 0.76% | 103,799 | $17.4M | Add +20.7% |
| APO Apollo Global Management Inc. | 0.75% | 121,079 | $17.2M | Add +16.6% |
| HIG Hartford Insurance Group Inc. | 0.74% | 133,565 | $17.0M | Add +20.8% |
| COST Costco Wholesale Corp. | 0.72% | 16,641 | $16.5M | Add +16.4% |
| QCOM Qualcomm Inc. | 0.71% | 102,611 | $16.3M | Add +19.2% |
| AMGN Amgen Inc. | 0.68% | 56,218 | $15.7M | Add +19.6% |
| AMZN Amazon.com Inc. | 0.68% | 71,150 | $15.6M | Reduce -79.2% |
| XYL Xylem Inc. | 0.68% | 53,090 | $15.5M | Add +2324.2% |
| CMI Cummins Inc. | 0.65% | 45,540 | $14.9M | Add +16.6% |
| DAL Delta Air Lines Inc. | 0.65% | 302,850 | $14.9M | Add +427.6% |
| PG The Procter & Gamble Co. | 0.64% | 91,920 | $14.6M | Add +16.9% |
| JBL Jabil Inc. | 0.64% | 66,950 | $14.6M | Add +18.4% |
| AZO AutoZone Inc. | 0.64% | 3,931 | $14.6M | Add +20.6% |
| KR Kroger Co. | 0.63% | 201,386 | $14.4M | Add +22.6% |
| FOXA Fox Corp. Class A | 0.62% | 254,800 | $14.3M | Add +13.3% |
| EBAY eBay Inc. | 0.61% | 187,126 | $13.9M | Add +50.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.60% | 293,567 | $13.9M | Reduce -22.5% |
| ELV Elevance Health Inc. | 0.57% | 33,536 | $13.0M | Add +19.6% |
| CRM Salesforce Inc. | 0.55% | 46,600 | $12.7M | Add +79.1% |
| AMAT Applied Materials Inc. | 0.55% | 69,107 | $12.6M | Add +18.9% |
| GDDY GoDaddy Inc. Class A | 0.54% | 69,300 | $12.5M | Add +20.9% |
| FCNCA First Citizens Bcshs Class A | 0.53% | 6,249 | $12.2M | Add +21.4% |
| SYF Synchrony Financial | 0.52% | 178,612 | $11.9M | Add +20.8% |
| META Meta Platforms Inc. Class A | 0.52% | 16,052 | $11.8M | Reduce -85.1% |
| INTU Intuit Inc. | 0.50% | 14,635 | $11.5M | Add +28.0% |
| WMT Walmart Inc. | 0.49% | 115,753 | $11.3M | Add +14.6% |
| CTSH Cognizant Tech Solutions-A | 0.49% | 143,190 | $11.2M | Add +77.9% |
| COOP Mr Cooper Group Inc. | 0.49% | 35,900 | $11.2M | Add +128.7% |
| FISV Fiserv Inc. | 0.48% | 64,371 | $11.1M | Add +29.6% |
| MS Morgan Stanley | 0.48% | 77,943 | $11.0M | Add +53.3% |
| EA Electronic Arts Inc. | 0.47% | 68,363 | $10.9M | Add +52.0% |
| CPAY Corpay Inc. | 0.46% | 31,700 | $10.5M | Add +21.0% |
| LRCX Lam Research Corp. | 0.45% | 106,350 | $10.4M | Add +35.2% |
| PHM Pultegroup Inc. | 0.44% | 95,552 | $10.1M | Add +21.0% |
| EXPE Expedia Group Inc. | 0.44% | 59,537 | $10.0M | Add +20.9% |
| HD Home Depot Inc. | 0.43% | 26,724 | $9.8M | Add +16.6% |
| NTAP Netapp Inc. | 0.42% | 91,541 | $9.7M | Add +20.9% |
| AMP Ameriprise Financial Inc. | 0.42% | 18,131 | $9.7M | Add +20.6% |
| PINS Pinterest Inc. Class A | 0.41% | 264,000 | $9.5M | Add +489.3% |
| FFIV F5 Inc. | 0.40% | 31,187 | $9.2M | Add +27.4% |
| CAT Caterpillar Inc. | 0.39% | 23,252 | $9.0M | Add +3.1% |
| EQH Equitable Holdings Inc. | 0.37% | 153,400 | $8.6M | Add +20.7% |
| LAUR Laureate Education Inc. | 0.37% | 238,500 | $8.5M | Add +147.2% |
| HCA HCA Healthcare Inc. | 0.37% | 21,999 | $8.4M | Add +27.9% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 32,632 | $8.4M | Add +21.6% |
| DKS Dick's Sporting Goods Inc. | 0.35% | 40,700 | $8.1M | Add +21.1% |
| ADBE Adobe Inc. | 0.35% | 20,772 | $8.0M | No change |
| CMCSA Comcast Corp. Class A | 0.34% | 221,018 | $7.9M | No change |
| OC Owens Corning | 0.33% | 55,750 | $7.7M | Add +20.8% |
| PEP Pepsico Inc. | 0.31% | 54,317 | $7.2M | No change |
| KO The Coca-Cola Co. | 0.31% | 100,817 | $7.1M | Reduce -0.9% |
| OMC Omnicom Group | 0.31% | 97,618 | $7.1M | Add +20.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.30% | 6,601 | $6.9M | Reduce -10.9% |
| ABT Abbott Laboratories | 0.29% | 49,436 | $6.7M | Add +14.6% |
| UNM Unum Group | 0.29% | 81,900 | $6.6M | Add +21.3% |
| GOOG Alphabet Inc. Class C | 0.29% | 37,111 | $6.6M | No change |
| ADSK Autodesk Inc. | 0.28% | 20,886 | $6.5M | Add +31.5% |
| UHS Universal Health Services-B | 0.28% | 35,200 | $6.4M | Add +21.0% |
| GL Globe Life Inc. | 0.28% | 59,300 | $6.4M | Add +248.8% |
| CSGS CSG Systems Intl Inc. | 0.28% | 83,600 | $6.4M | Add +198.6% |
| DRI Darden Restaurants Inc. | 0.27% | 28,581 | $6.2M | Add +21.2% |
| MCD McDonald's Corp. | 0.26% | 20,820 | $6.1M | Add +20.9% |
| SYK Stryker Corp. | 0.26% | 15,075 | $6.0M | Add +17.1% |
| DOV Dover Corp. | 0.25% | 31,886 | $5.8M | Add +20.8% |
| TPR Tapestry Inc. | 0.25% | 64,300 | $5.6M | Add +192.3% |
| DBX Dropbox Inc. Class A | 0.25% | 197,200 | $5.6M | Add +26.0% |
| VIRT Virtu Financial Inc. Class A | 0.24% | 124,400 | $5.6M | Add +178.3% |
| AMG Affiliated Managers Group | 0.24% | 28,250 | $5.6M | Add +144.6% |
| URBN Urban Outfitters Inc. | 0.24% | 75,500 | $5.5M | New |
| HALO Halozyme Therapeutics Inc. | 0.23% | 102,000 | $5.3M | Add +78.0% |
| ISRG Intuitive Surgical Inc. | 0.23% | 9,743 | $5.3M | Add +14.1% |
| SLM SLM Corp. | 0.23% | 160,300 | $5.3M | Add +94.1% |
| UNH Unitedhealth Group Inc. | 0.21% | 15,612 | $4.9M | Reduce -61.0% |
| RGA Reinsurance Group of America | 0.21% | 24,200 | $4.8M | Add +21.6% |
| FERG Ferguson Enterprises Inc. | 0.20% | 28,776 | $4.7M | Reduce -8.9% |
| EME Emcor Group Inc. | 0.20% | 8,619 | $4.6M | Add +65.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Reduce -79.2% | 0.68% | −2.99 |
| META Meta Platforms Inc. Class A | Reduce -85.1% | 0.52% | −2.98 |
| UNH Unitedhealth Group Inc. | Reduce -61.0% | 0.21% | −0.97 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -93.2% | 0.04% | −0.72 |
| URI United Rentals Inc. | Reduce -97.6% | 0.02% | −0.70 |
| COR Cencora Inc. | Reduce -95.2% | 0.02% | −0.59 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.56 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.52 |
| GM General Motors Co. | Reduce -96.5% | 0.01% | −0.51 |
| REGN Regeneron Pharmaceuticals | Reduce -92.3% | 0.02% | −0.39 |
| UTHR United Therapeutics Corp. | Reduce -98.1% | 0.01% | −0.36 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.36 |
| BAC Bank of America Corp. | Reduce -22.5% | 0.60% | −0.29 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.24 |
| PYPL PayPal Holdings Inc. | Reduce -84.2% | 0.03% | −0.16 |
| PRI Primerica Inc. | Sold out | 0.00% | −0.15 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.14 |
| OTEX Open Text Corp. | Sold out | 0.00% | −0.14 |
| CI The Cigna Group | Reduce -31.3% | 0.15% | −0.13 |
| LEN Lennar Corp. Class A | Reduce -66.3% | 0.04% | −0.13 |
| GWW WW Grainger Inc. | Reduce -10.9% | 0.30% | −0.11 |
| TSLA Tesla Inc. | Reduce -3.5% | 1.15% | −0.11 |
| PAG Penske Automotive Group Inc. | Sold out | 0.00% | −0.11 |
| GRBK Green Brick Partners Inc. | Sold out | 0.00% | −0.10 |
| KO The Coca-Cola Co. | Reduce -0.9% | 0.31% | −0.10 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -80.0% | 0.01% | −0.09 |
| KTB Kontoor Brands Inc. | Sold out | 0.00% | −0.09 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.08 |
| MUSA Murphy USA Inc. | Sold out | 0.00% | −0.07 |
| GIS General Mills Inc. | Reduce -91.5% | 0.00% | −0.06 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.06 |
| GPC Genuine Parts Co. | Reduce -82.1% | 0.01% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.05 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.05 |
| SHOO Steven Madden Ltd. | Sold out | 0.00% | −0.04 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.04 |
| TEX Terex Corp. | Reduce -48.6% | 0.03% | −0.04 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −0.03 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -8.9% | 0.06% | −0.03 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| FERG Ferguson Enterprises Inc. | Reduce -8.9% | 0.20% | −0.02 |
| HUBB Hubbell Inc. | Reduce -65.3% | 0.01% | −0.02 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.02 |
| OVV Ovintiv Inc. | Sold out | 0.00% | −0.02 |
| GOLF Acushnet Holdings Corp. | Reduce -4.0% | 0.05% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.01 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.01 |
| SNPS Synopsys Inc. | Reduce -2.7% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| CORT Corcept Therapeutics Inc. | Add +5557.9% | 3.58% | +3.56 |
| WYNN WYNN Resorts Ltd. | Add +143891.2% | 3.13% | +3.13 |
| NVDA Nvidia Corp. | Add +17.5% | 8.16% | +1.98 |
| MSFT Microsoft Corp. | Add +17.3% | 6.99% | +1.16 |
| AVGO Broadcom Inc. | Add +18.2% | 3.15% | +1.05 |
| OPRA Opera Ltd.-ADR | Add +89.1% | 0.88% | +0.82 |
| XYL Xylem Inc. | Add +2324.2% | 0.68% | +0.66 |
| DAL Delta Air Lines Inc. | Add +427.6% | 0.65% | +0.51 |
| ORCL Oracle Corp. | Add +19.1% | 1.31% | +0.40 |
| COOP Mr Cooper Group Inc. | Add +128.7% | 0.49% | +0.38 |
| PINS Pinterest Inc. Class A | Add +489.3% | 0.41% | +0.33 |
| NFLX Netflix Inc. | Add +33.4% | 0.96% | +0.31 |
| LAUR Laureate Education Inc. | Add +147.2% | 0.37% | +0.26 |
| URBN Urban Outfitters Inc. | New | 0.24% | +0.24 |
| JBL Jabil Inc. | Add +18.4% | 0.64% | +0.20 |
| GS Goldman Sachs Group Inc. | Add +19.8% | 1.21% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +19.3% | 4.18% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +18.7% | 2.50% | +0.19 |
| KLAC KLA Corp. | Add +20.5% | 1.03% | +0.19 |
| CSGS CSG Systems Intl Inc. | Add +198.6% | 0.28% | +0.18 |
| CRM Salesforce Inc. | Add +79.1% | 0.55% | +0.16 |
| TPR Tapestry Inc. | Add +192.3% | 0.25% | +0.16 |
| GL Globe Life Inc. | Add +248.8% | 0.28% | +0.15 |
| EXEL Exelixis Inc. | New | 0.15% | +0.15 |
| BKNG Booking Holdings Inc. | Add +28.0% | 0.77% | +0.15 |
| VIRT Virtu Financial Inc. Class A | Add +178.3% | 0.24% | +0.15 |
| EAT Brinker International Inc. | New | 0.14% | +0.14 |
| MS Morgan Stanley | Add +53.3% | 0.48% | +0.14 |
| CTSH Cognizant Tech Solutions-A | Add +77.9% | 0.49% | +0.14 |
| OPCH Option Care Health Inc. | New | 0.14% | +0.14 |
| AMG Affiliated Managers Group | Add +144.6% | 0.24% | +0.13 |
| EBAY eBay Inc. | Add +50.3% | 0.61% | +0.13 |
| LRCX Lam Research Corp. | Add +35.2% | 0.45% | +0.13 |
| CSCO Cisco Systems Inc. | Add +29.5% | 1.09% | +0.12 |
| EA Electronic Arts Inc. | Add +52.0% | 0.47% | +0.11 |
| INTU Intuit Inc. | Add +28.0% | 0.50% | +0.11 |
| SLM SLM Corp. | Add +94.1% | 0.23% | +0.09 |
| EME Emcor Group Inc. | Add +65.2% | 0.20% | +0.09 |
| CAH Cardinal Health Inc. | Add +20.7% | 0.76% | +0.09 |
| RDDT Reddit Inc. Class A | Add +1414.2% | 0.09% | +0.08 |
| QLYS Qualys Inc. | Add +166.9% | 0.15% | +0.08 |
| VMI Valmont Industries | Add +466.7% | 0.10% | +0.08 |
| SYF Synchrony Financial | Add +20.8% | 0.52% | +0.08 |
| FTDR Frontdoor Inc. | Add +54.9% | 0.17% | +0.08 |
| AMAT Applied Materials Inc. | Add +18.9% | 0.55% | +0.07 |
| DELL Dell Technologies -C | Add +585.5% | 0.08% | +0.07 |
| WAL Western Alliance Bancorp | Add +171.9% | 0.12% | +0.06 |
| GE General Electric | Add +21.6% | 0.37% | +0.06 |
| NTAP Netapp Inc. | Add +20.9% | 0.42% | +0.05 |
| ADSK Autodesk Inc. | Add +31.5% | 0.28% | +0.05 |
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 |