Livforsakringsbolaget Skandia, Omsesidigt
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Livforsakringsbolaget Skandia, Omsesidigt reported 508 stock positions worth $2.6 billion. Its top holding was Nvidia (NVDA) at 8.8% of the portfolio, followed by Apple (AAPL, 6.7%) and Microsoft (MSFT, 6.6%). Compared with Q2 2025, it opened 8 new positions, sold out of 28, added to 128 and reduced 175. The biggest buy was Meta Platforms Class A (META, shares +710%) and the biggest sale Corcept Therapeutics (CORT, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Stockholm, V7
- CIK
- 0001547926
- Portfolio Value
- $2.6B (Q3 2025)
- SEC Filing
- 0001193125-25-285274 ↗ filed Nov 18, 2025
Holdings Value
Holdings 508 stocks · $2.6B
| NVDA Nvidia Corp. | 8.82% | 1,208,499 | $225.5M | Add +1.7% |
| AAPL Apple Inc. | 6.70% | 672,335 | $171.1M | Add +1.5% |
| MSFT Microsoft Corp. | 6.62% | 326,592 | $169.2M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 5.31% | 558,275 | $135.7M | Add +2.4% |
| META Meta Platforms Inc. Class A | 3.73% | 130,010 | $95.4M | Add +709.9% |
| AVGO Broadcom Inc. | 3.46% | 267,863 | $88.3M | Add +2.2% |
| WYNN WYNN Resorts Ltd. | 2.84% | 331,200 | $72.7M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.50% | 202,860 | $64.0M | Add +2.2% |
| JNJ Johnson & Johnson | 1.42% | 195,267 | $36.2M | Add +44.3% |
| GS Goldman Sachs Group Inc. | 1.26% | 40,356 | $32.1M | Add +2.5% |
| ABBV Abbvie Inc. | 1.25% | 137,770 | $31.9M | Add +6.3% |
| V Visa Inc. Class A | 1.20% | 89,915 | $30.7M | Add +7.0% |
| KLAC KLA Corp. | 1.15% | 27,183 | $29.3M | Add +2.6% |
| TSLA Tesla Inc. | 1.09% | 62,892 | $28.0M | Reduce -24.5% |
| OPRA Opera Ltd.-ADR | 1.01% | 128,700 | $25.9M | Add +0.6% |
| ORCL Oracle Corp. | 0.99% | 90,088 | $25.3M | Reduce -34.4% |
| CSCO Cisco Systems Inc. | 0.99% | 369,576 | $25.3M | Add +2.2% |
| LAUR Laureate Education Inc. | 0.92% | 341,900 | $23.4M | Add +43.4% |
| SE Sea Ltd.-ADR | 0.84% | 120,300 | $21.5M | Add +4.9% |
| MCK McKesson Corp. | 0.82% | 27,032 | $20.9M | Add +2.3% |
| NFLX Netflix Inc. | 0.80% | 17,101 | $20.5M | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 40,454 | $20.3M | Reduce -15.6% |
| CLS Celestica Inc. | 0.79% | 82,400 | $20.3M | New |
| LLY Eli Lilly & Co. | 0.79% | 26,506 | $20.2M | Reduce -4.3% |
| CMI Cummins Inc. | 0.77% | 46,840 | $19.8M | Add +2.9% |
| MA Mastercard Inc. Class A | 0.75% | 33,540 | $19.1M | Add +7.4% |
| HIG Hartford Insurance Group Inc. | 0.72% | 136,965 | $18.3M | Add +2.5% |
| EAT Brinker International Inc. | 0.71% | 22,745 | $18.1M | Add +23.3% |
| COR Cencora Inc. | 0.69% | 56,575 | $17.7M | Add +2917.3% |
| EBAY eBay Inc. | 0.68% | 191,726 | $17.4M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.68% | 104,711 | $17.4M | Add +2.0% |
| AZO AutoZone Inc. | 0.68% | 4,031 | $17.3M | Add +2.5% |
| CAH Cardinal Health Inc. | 0.65% | 106,399 | $16.7M | Add +2.5% |
| APO Apollo Global Management Inc. | 0.65% | 124,379 | $16.6M | Add +2.7% |
| DELL Dell Technologies -C | 0.65% | 116,923 | $16.6M | Add +634.3% |
| FOXA Fox Corp. Class A | 0.64% | 261,100 | $16.5M | Add +2.5% |
| AMGN Amgen Inc. | 0.64% | 57,618 | $16.3M | Add +2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.61% | 300,467 | $15.5M | Add +2.4% |
| IBKR Interactive Brokers Gro Class A | 0.60% | 73,048 | $15.4M | Add +1488.7% |
| COOP Mr Cooper Group Inc. | 0.60% | 43,910 | $15.4M | Add +22.3% |
| GM General Motors Co. | 0.59% | 246,711 | $15.0M | Add +3444.2% |
| AMZN Amazon.com Inc. | 0.59% | 68,150 | $15.0M | Reduce -4.2% |
| LRCX Lam Research Corp. | 0.57% | 108,550 | $14.6M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.56% | 70,407 | $14.4M | Add +1.9% |
| RDDT Reddit Inc. Class A | 0.56% | 66,682 | $14.2M | Add +780.8% |
| EA Electronic Arts Inc. | 0.55% | 70,263 | $14.2M | Add +2.8% |
| KR Kroger Co. | 0.55% | 206,686 | $13.9M | Add +2.6% |
| EXPE Expedia Group Inc. | 0.51% | 61,237 | $13.1M | Add +2.9% |
| SYF Synchrony Financial | 0.51% | 183,312 | $13.0M | Add +2.6% |
| MS Morgan Stanley | 0.50% | 79,743 | $12.7M | Add +2.3% |
| DAL Delta Air Lines Inc. | 0.48% | 99,000 | $12.3M | Reduce -67.3% |
| WMT Walmart Inc. | 0.46% | 114,853 | $11.8M | Reduce -0.8% |
| NTAP Netapp Inc. | 0.46% | 99,541 | $11.8M | Add +8.7% |
| COST Costco Wholesale Corp. | 0.46% | 12,631 | $11.7M | Reduce -24.1% |
| FCNCA First Citizens Bcshs Class A | 0.45% | 6,429 | $11.5M | Add +2.9% |
| CAT Caterpillar Inc. | 0.44% | 23,752 | $11.3M | Add +2.1% |
| EME Emcor Group Inc. | 0.43% | 17,039 | $11.1M | Add +97.7% |
| CSGS CSG Systems Intl Inc. | 0.42% | 113,750 | $10.6M | Add +36.1% |
| INTU Intuit Inc. | 0.41% | 15,285 | $10.4M | Add +4.4% |
| FFIV F5 Inc. | 0.41% | 32,087 | $10.4M | Add +2.9% |
| HD Home Depot Inc. | 0.41% | 25,554 | $10.4M | Reduce -4.4% |
| CTSH Cognizant Tech Solutions-A | 0.40% | 153,090 | $10.3M | Add +6.9% |
| PINS Pinterest Inc. Class A | 0.40% | 317,100 | $10.2M | Add +20.1% |
| GDDY GoDaddy Inc. Class A | 0.38% | 71,200 | $9.7M | Add +2.7% |
| HCA HCA Healthcare Inc. | 0.37% | 22,399 | $9.5M | Add +1.8% |
| EQH Equitable Holdings Inc. | 0.37% | 186,900 | $9.5M | Add +21.8% |
| CPAY Corpay Inc. | 0.37% | 32,600 | $9.4M | Add +2.8% |
| DKS Dick's Sporting Goods Inc. | 0.36% | 41,800 | $9.3M | Add +2.7% |
| MAT Mattel Inc. | 0.36% | 180,800 | $9.2M | Add +1182.3% |
| XYL Xylem Inc. | 0.36% | 20,070 | $9.1M | Reduce -62.2% |
| PG The Procter & Gamble Co. | 0.35% | 57,820 | $8.9M | Reduce -37.1% |
| GOOG Alphabet Inc. Class C | 0.34% | 35,511 | $8.6M | Reduce -4.3% |
| FISV Fiserv Inc. | 0.33% | 65,671 | $8.5M | Add +2.0% |
| OMC Omnicom Group | 0.32% | 100,318 | $8.2M | Add +2.8% |
| URBN Urban Outfitters Inc. | 0.32% | 84,500 | $8.2M | Add +11.9% |
| OC Owens Corning | 0.32% | 56,950 | $8.1M | Add +2.1% |
| PEP Pepsico Inc. | 0.30% | 55,417 | $7.8M | Add +2.0% |
| HALO Halozyme Therapeutics Inc. | 0.30% | 104,900 | $7.7M | Add +2.8% |
| UBER Uber Technologies Inc. | 0.30% | 77,866 | $7.6M | Add +495.9% |
| TPR Tapestry Inc. | 0.30% | 67,200 | $7.6M | Add +4.5% |
| GL Globe Life Inc. | 0.30% | 60,500 | $7.6M | Add +2.0% |
| UHS Universal Health Services-B | 0.29% | 36,200 | $7.4M | Add +2.8% |
| ADSK Autodesk Inc. | 0.27% | 21,986 | $7.0M | Add +5.3% |
| AMG Affiliated Managers Group | 0.27% | 29,050 | $6.9M | Add +2.8% |
| ABT Abbott Laboratories | 0.26% | 49,936 | $6.7M | Add +1.0% |
| UNM Unum Group | 0.26% | 84,200 | $6.5M | Add +2.8% |
| DBX Dropbox Inc. Class A | 0.24% | 202,800 | $6.1M | Add +2.8% |
| EXEL Exelixis Inc. | 0.24% | 102,650 | $6.1M | Add +31.4% |
| ADP Automatic Data Processing | 0.22% | 19,459 | $5.7M | Add +446.8% |
| DRI Darden Restaurants Inc. | 0.22% | 29,381 | $5.6M | Add +2.8% |
| AWI Armstrong World Industries | 0.22% | 28,200 | $5.5M | Add +2.9% |
| DHI D.R. Horton Inc. | 0.21% | 31,303 | $5.3M | Add +1.9% |
| MCD McDonald's Corp. | 0.20% | 16,820 | $5.1M | Reduce -19.2% |
| ALV Autoliv Inc. | 0.20% | 40,650 | $5.0M | Add +212.7% |
| KO The Coca-Cola Co. | 0.19% | 74,817 | $5.0M | Reduce -25.8% |
| AYI Acuity Inc. | 0.19% | 14,150 | $4.9M | Add +2.9% |
| RGA Reinsurance Group of America | 0.19% | 24,900 | $4.8M | Add +2.9% |
| FDX FedEx Corp. | 0.18% | 19,696 | $4.6M | Add +2.1% |
| NVR NVR Inc. | 0.18% | 575 | $4.6M | Add +3.6% |
| VIRT Virtu Financial Inc. Class A | 0.18% | 127,900 | $4.5M | Add +2.8% |
Portfolio Sells Q2 2025 → Q3 2025
| CORT Corcept Therapeutics Inc. | Reduce -33.2% | 0.13% | −3.45 |
| BKNG Booking Holdings Inc. | Reduce -91.9% | 0.05% | −0.72 |
| JBL Jabil Inc. | Sold out | 0.00% | −0.64 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.55 |
| ELV Elevance Health Inc. | Reduce -94.3% | 0.02% | −0.54 |
| PHM Pultegroup Inc. | Reduce -98.6% | 0.01% | −0.43 |
| AMP Ameriprise Financial Inc. | Reduce -95.9% | 0.01% | −0.41 |
| XYL Xylem Inc. | Reduce -62.2% | 0.36% | −0.32 |
| ORCL Oracle Corp. | Reduce -34.4% | 0.99% | −0.32 |
| ADBE Adobe Inc. | Reduce -85.0% | 0.04% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -37.1% | 0.35% | −0.29 |
| GE General Electric | Reduce -77.2% | 0.09% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -24.1% | 0.46% | −0.26 |
| DOV Dover Corp. | Reduce -98.0% | 0.00% | −0.25 |
| SLM SLM Corp. | Sold out | 0.00% | −0.23 |
| SYK Stryker Corp. | Reduce -82.0% | 0.04% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.6% | 0.80% | −0.22 |
| FERG Ferguson Enterprises Inc. | Reduce -94.8% | 0.01% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -72.0% | 0.05% | −0.18 |
| GWW WW Grainger Inc. | Reduce -50.0% | 0.12% | −0.18 |
| CMCSA Comcast Corp. Class A | Reduce -37.6% | 0.17% | −0.17 |
| DAL Delta Air Lines Inc. | Reduce -67.3% | 0.48% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -4.3% | 0.79% | −0.15 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.13 |
| PCTY Paylocity Holding Corp. | Sold out | 0.00% | −0.13 |
| AKAM Akamai Technologies Inc. | Reduce -96.3% | 0.00% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -57.0% | 0.09% | −0.12 |
| ENVA Enova International Inc. | Sold out | 0.00% | −0.12 |
| KO The Coca-Cola Co. | Reduce -25.8% | 0.19% | −0.12 |
| PGR Progressive Corp. | Reduce -68.9% | 0.04% | −0.11 |
| VMI Valmont Industries | Sold out | 0.00% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 0.59% | −0.09 |
| GPI Group 1 Automotive Inc. | Reduce -45.1% | 0.09% | −0.09 |
| KEYS Keysight Technologies Inc. | Reduce -40.5% | 0.10% | −0.08 |
| PLMR Palomar Holdings Inc. | Sold out | 0.00% | −0.07 |
| PPC Pilgrim's Pride Corp. | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -19.2% | 0.20% | −0.06 |
| RUSHA Rush Enterprises Inc. Class A | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Reduce -24.5% | 1.09% | −0.06 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.05 |
| INGR Ingredion Inc. | Reduce -16.8% | 0.09% | −0.04 |
| GOLF Acushnet Holdings Corp. | Reduce -80.6% | 0.01% | −0.04 |
| ABNB Airbnb Inc. Class A | Reduce -29.3% | 0.06% | −0.04 |
| CNM Core & Main Inc. Class A | Reduce -8.5% | 0.12% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.04 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.04 |
| GFF Griffon Corp. | Reduce -14.3% | 0.16% | −0.04 |
| LEN Lennar Corp. Class A | Reduce -84.4% | 0.01% | −0.04 |
| CI The Cigna Group | Reduce -1.0% | 0.12% | −0.03 |
| GPK Graphic Packaging Holding Co. | Reduce -17.0% | 0.07% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Add +709.9% | 3.73% | +3.22 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 5.31% | +1.13 |
| CLS Celestica Inc. | New | 0.79% | +0.79 |
| AAPL Apple Inc. | Add +1.5% | 6.70% | +0.79 |
| COR Cencora Inc. | Add +2917.3% | 0.69% | +0.67 |
| NVDA Nvidia Corp. | Add +1.7% | 8.82% | +0.66 |
| IBKR Interactive Brokers Gro Class A | Add +1488.7% | 0.60% | +0.58 |
| GM General Motors Co. | Add +3444.2% | 0.59% | +0.57 |
| EAT Brinker International Inc. | Add +23.3% | 0.71% | +0.56 |
| DELL Dell Technologies -C | Add +634.3% | 0.65% | +0.56 |
| LAUR Laureate Education Inc. | Add +43.4% | 0.92% | +0.55 |
| JNJ Johnson & Johnson | Add +44.3% | 1.42% | +0.52 |
| RDDT Reddit Inc. Class A | Add +780.8% | 0.56% | +0.47 |
| AVGO Broadcom Inc. | Add +2.2% | 3.46% | +0.31 |
| UBER Uber Technologies Inc. | Add +495.9% | 0.30% | +0.25 |
| EME Emcor Group Inc. | Add +97.7% | 0.43% | +0.23 |
| ABBV Abbvie Inc. | Add +6.3% | 1.25% | +0.20 |
| MAT Mattel Inc. | Add +1182.3% | 0.36% | +0.19 |
| ADP Automatic Data Processing | Add +446.8% | 0.22% | +0.18 |
| CBRE CBRE Group Inc. Class A | Add +865.2% | 0.17% | +0.15 |
| THC Tenet Healthcare Corp. | New | 0.15% | +0.15 |
| CSGS CSG Systems Intl Inc. | Add +36.1% | 0.42% | +0.14 |
| OPRA Opera Ltd.-ADR | Add +0.6% | 1.01% | +0.13 |
| ALV Autoliv Inc. | Add +212.7% | 0.20% | +0.13 |
| PWR Quanta Services Inc. | Add +975.0% | 0.14% | +0.13 |
| CMI Cummins Inc. | Add +2.9% | 0.77% | +0.13 |
| LRCX Lam Research Corp. | Add +2.1% | 0.57% | +0.12 |
| COOP Mr Cooper Group Inc. | Add +22.3% | 0.60% | +0.12 |
| OZK Bank Ozk | New | 0.11% | +0.11 |
| KLAC KLA Corp. | Add +2.6% | 1.15% | +0.11 |
| VRT Vertiv Holdings Co. Class A | Add +704.9% | 0.13% | +0.11 |
| NTNX Nutanix Inc. Class A | Add +393.1% | 0.12% | +0.11 |
| ACM Aecom | New | 0.11% | +0.11 |
| EXEL Exelixis Inc. | Add +31.4% | 0.24% | +0.09 |
| ANET Arista Networks Inc. | Add +167.9% | 0.12% | +0.09 |
| URBN Urban Outfitters Inc. | Add +11.9% | 0.32% | +0.08 |
| EA Electronic Arts Inc. | Add +2.8% | 0.55% | +0.08 |
| EBAY eBay Inc. | Add +2.5% | 0.68% | +0.08 |
| EXPE Expedia Group Inc. | Add +2.9% | 0.51% | +0.07 |
| DOCU Docusign Inc. | Add +1773.3% | 0.08% | +0.07 |
| MMM 3M Co. | Add +326.3% | 0.10% | +0.07 |
| NTRA Natera Inc. | Add +213.9% | 0.11% | +0.07 |
| HALO Halozyme Therapeutics Inc. | Add +2.8% | 0.30% | +0.07 |
| ACT Enact Holdings Inc. | New | 0.07% | +0.07 |
| APH Amphenol Corp. Class A | Add +141.6% | 0.10% | +0.06 |
| NXT Nextpower Inc. | Add +23.4% | 0.17% | +0.06 |
| TPR Tapestry Inc. | Add +4.5% | 0.30% | +0.05 |
| CAT Caterpillar Inc. | Add +2.1% | 0.44% | +0.05 |
| AMD Advanced Micro Devices | Add +57.3% | 0.12% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +2.5% | 1.26% | +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 |