Arkolith/Funds/Fjarde Ap-Fonden /Fourth Swedish National Pension Fund

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund

CIK 1540880Pension / sovereign
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund holds a diversified book of 538 stocks worth $18.3B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Spotify Technology Sa and trimmed Vertiv Holdings Co-A. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND's latest
holdings, largest changes, and filing provenance.
Opened
46
new positions
Added to
468
existing
Trimmed
16
reduced
Sold out
7
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
32%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
39%
Financials
13%
Health Care
11%
Consumer Discretionary
10%
Industrials
9%
Communication Services
4%
Materials
4%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

538 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.2B6.81M
6.5%
+62%
Added · +2.6M sh
2Apple Inc
COM
$1.0B4.09M
5.7%
+61%
Added · +1.6M sh
3Microsoft Corp
COM
$766.6M2.07M
4.2%
+63%
Added · +804K sh
4Amazon Com Inc
COM
$513.1M2.46M
2.8%
+63%
Added · +955K sh
5Ishares Inc
CORE MSCI EMKT
$479.4M6.87M
2.6%
+122%
Added · +3.8M sh
6Alphabet Inc
CAP STK CL A
$474.2M1.65M
2.6%
+62%
Added · +632K sh
7Alphabet Inc
CAP STK CL C
$410.1M1.43M
2.2%
+61%
Added · +541K sh
8Meta Platforms Inc
CL A
$398.2M696.0K
2.2%
+62%
Added · +266K sh
9Broadcom Inc
COM
$353.2M1.14M
1.9%
+62%
Added · +438K sh
10Eli Lilly & Co
COM
$316.9M344.5K
1.7%
+61%
Added · +130K sh
11Johnson & Johnson
COM
$297.2M1.22M
1.6%
+53%
Added · +420K sh
12Visa Inc
COM CL A
$261.8M866.3K
1.4%
+61%
Added · +329K sh
13Walmart Inc
COM
$219.1M1.76M
1.2%
+60%
Added · +664K sh
14JPMorgan Chase & Co
COM
$203.6M692.2K
1.1%
+58%
Added · +254K sh
15Berkshire Hathaway Inc Del
CL B NEW
$198.9M415.0K
1.1%
+63%
Added · +161K sh
16Mastercard Incorporated
CL A
$184.3M368.8K
1.0%
+62%
Added · +141K sh
17Costco Wholesale Corporation
COM
$181.9M182.5K
1.0%
+60%
Added · +68K sh
18Netflix Inc.
COM
$177.2M1.84M
1.0%
+61%
Added · +697K sh
19Procter & Gamble Co
COM
$171.2M1.18M
0.9%
+61%
Added · +449K sh
20Cisco Sys Inc
COM
$169.8M2.19M
0.9%
+59%
Added · +815K sh
21Coca Cola Co
COM
$156.6M2.06M
0.9%
+57%
Added · +751K sh
22Merck & Co Inc
COM
$142.2M1.18M
0.8%
+48%
Added · +385K sh
23Caterpillar Inc
COM
$132.9M187.6K
0.7%
+59%
Added · +70K sh
24Lam Research Corp
COM NEW
$124.6M583.0K
0.7%
+63%
Added · +225K sh
25Pepsico Inc
COM
$119.9M772.1K
0.7%
+60%
Added · +290K sh
26Abbvie Inc
COM
$115.9M532.9K
0.6%
+64%
Added · +208K sh
27Applied Matls Inc
COM
$113.8M332.9K
0.6%
+59%
Added · +124K sh
28AT&T Inc
COM
$102.1M3.52M
0.6%
+53%
Added · +1.2M sh
29Unitedhealth Group Inc
COM
$101.3M374.5K
0.6%
+55%
Added · +133K sh
30Tesla Inc
COM
$98.7M265.5K
0.5%
+72%
Added · +111K sh
31Micron Technology Inc
COM
$98.3M290.9K
0.5%
+63%
Added · +112K sh
32Linde PLC
SHS
$97.2M196.1K
0.5%
+51%
Added · +66K sh
33TJX Cos Inc New
COM
$94.4M591.4K
0.5%
+59%
Added · +219K sh
34McDonalds Corp
COM
$93.8M301.7K
0.5%
+60%
Added · +113K sh
35Verizon Communications Inc
COM
$91.8M1.83M
0.5%
+63%
Added · +707K sh
36Abbott Laboratories
COM
$90.8M884.7K
0.5%
+61%
Added · +336K sh
37Spotify Technology S A
SHS
$89.7M185.0K
0.5%
New
New position
38Bank America Corp
COM
$85.9M1.76M
0.5%
+58%
Added · +648K sh
39Home Depot Inc
COM
$85.4M259.7K
0.5%
+62%
Added · +99K sh
40Palantir Technologies Inc
CL A
$84.7M579.3K
0.5%
+63%
Added · +224K sh
41Amphenol Corp
CL A
$83.9M664.0K
0.5%
+52%
Added · +227K sh
42Advanced Micro Devices Inc
COM
$83.8M412.1K
0.5%
+63%
Added · +159K sh
43Kla Corp
COM NEW
$83.0M56.4K
0.5%
+63%
Added · +22K sh
44International Business Machs
COM
$79.3M327.2K
0.4%
+60%
Added · +122K sh
45Cme Group Inc
COM
$75.2M254.7K
0.4%
+58%
Added · +93K sh
46Ge Aerospace
COM NEW
$74.1M261.2K
0.4%
+62%
Added · +100K sh
47Progressive Corp
COM
$73.6M371.4K
0.4%
+55%
Added · +132K sh
48Chubb Ltd Switz
COM
$71.2M218.4K
0.4%
+60%
Added · +82K sh
49Baker Hughes Company
CL A
$70.8M1.16M
0.4%
+7.9%
Added · +85K sh
50Texas Instrs Inc
COM
$68.8M354.4K
0.4%
+60%
Added · +133K sh
Showing 50 of 538 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 27, 2026538$18.3B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026499$11.9B13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025465$11.6B13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025494$10.8B13F-HR
Q1 2025Mar 31, 2025May 13, 2025527$8.3B13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025531$9.9B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024527$9.8B13F-HR
Q1 2024Mar 31, 2024Apr 25, 2024535$9.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024551$8.0B13F-HR
Q3 2023Sep 30, 2023Oct 23, 2023548$7.5B13F-HR
Q2 2023Jun 30, 2023Aug 2, 2023540$8.2B13F-HR
Q1 2023Mar 31, 2023May 15, 2023531$7.4B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023516$7.0B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022547$7.9B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022547$7.9B13F-HR
Q1 2022Mar 31, 2022May 13, 2022558$10.2B13F-HR
Q4 2021Dec 31, 2021Feb 15, 2022567$11.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021559$10.8B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021566$10.9B13F-HR
Q1 2021Mar 31, 2021May 17, 2021562$11.0B13F-HR
Q4 2020Dec 31, 2020Feb 12, 2021568$10.5B13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020600$9.2B13F-HR
Q2 2020Jun 30, 2020Aug 13, 2020608$8.0B13F-HR
Amended / restated
  • Q2 2022 · filed Jul 21, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.