Svenska Handelsbanken AB (publ)

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Svenska Handelsbanken AB (publ) reported 12 stock positions worth $285.6 million. Its top holding was Nvidia (NVDA) at 13.1% of the portfolio, followed by Adobe (ADBE, 12.2%) and Intuit (INTU, 11.9%). Compared with Q2 2025, it opened 9 new positions, sold out of 5 and added to 3. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Microsoft (MSFT).

Most Recent 13F
Q2 2026
Location
STOCKHOLM, V7
CIK
0001643792
Portfolio Value
$285.6M (Q3 2025)
SEC Filing
0001643792-25-000006 ↗ filed Oct 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $317.2M Q1 2024 Q2 2024: $359.4M Q2 2024 Q3 2024: $198.3M Q3 2024 Q4 2024: $623K Q4 2024 Q1 2025: $100.5M Q1 2025 Q2 2025: $106.0M Q2 2025 Q3 2025: $285.6M $285.6M Q3 2025 Q4 2025: $1.2M Q4 2025 Q1 2026: $1.4M Q1 2026 Q2 2026: $0 Q2 2026

Holdings 12 stocks · $285.6M

NVDA Nvidia Corp. 13.07% 200,000 $37.3M New
ADBE Adobe Inc. 12.23% 99,000 $34.9M New
INTU Intuit Inc. 11.86% 49,609 $33.9M New
NFLX Netflix Inc. 11.75% 28,000 $33.6M New
NOW ServiceNow Inc. 11.12% 34,500 $31.8M New
ISRG Intuitive Surgical Inc. 10.33% 66,000 $29.5M New
FISV Fiserv Inc. 9.03% 200,000 $25.8M New
ABNB Airbnb Inc. Class A 8.50% 200,000 $24.3M New
BRK.B Berkshire Hathaway Inc. Class B 5.95% 33,790 $17.0M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 5.47% 302,622 $15.6M Add +32.0%
FRO Frontline PLC 0.63% 79,114 $1.8M Add +52.5%
CMBT CMB Tech NV 0.06% 18,515 $174K Add +62.8%

Portfolio Sells Q2 2025 → Q3 2025

MSFT Microsoft Corp. Sold out 0.00% −36.13
AAPL Apple Inc. Sold out 0.00% −33.04
WFC Wells Fargo & Co. Sold out 0.00% −10.08
SCHW Schwab (charles) Corp. Sold out 0.00% −4.84
WELL Welltower Inc. Sold out 0.00% −4.78

Portfolio Buys Q2 2025 → Q3 2025

NVDA Nvidia Corp. New 13.07% +13.07
ADBE Adobe Inc. New 12.23% +12.23
INTU Intuit Inc. New 11.86% +11.86
NFLX Netflix Inc. New 11.75% +11.75
NOW ServiceNow Inc. New 11.12% +11.12
ISRG Intuitive Surgical Inc. New 10.33% +10.33
FISV Fiserv Inc. New 9.03% +9.03
ABNB Airbnb Inc. Class A New 8.50% +8.50
BRK.B Berkshire Hathaway Inc. Class B New 5.95% +5.95
CMBT CMB Tech NV Add +62.8% 0.06% −0.02
FRO Frontline PLC Add +52.5% 0.63% −0.17
BAC Bank of America Corp. Add +32.0% 5.47% −4.77

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 0$0
Q1 2026 1$1.4MFRO
Q4 2025 1$1.2MFRO
Q3 2025 12$285.6MNVDA, ADBE, INTU, NFLX, NOW
Q2 2025 8$106.0MMSFT, AAPL, BAC, WFC, SCHW
Q1 2025 7$100.5MLLY, AAPL, AMZN, NVDA, SCHW
Q4 2024 2$623KFRO, GOLDEN OCEAN GROUP LTD
Q3 2024 7$198.3MGE, MSFT, LLY, AAPL, CSX
Q2 2024 12$359.4MWMT, AMAT, AVGO, NVDA, MSFT
Q1 2024 14$317.2MWMT, ABBV, SPGI, EQIX, EA