Arkolith/Funds/Nykredit A/S

Nykredit A/S

CIK 1847328
Holdings as of Jun 30, 2026·disclosed Sep 8, 2026·~70-day 13F lag·13F-HR/AAmended
Active Filer

Nykredit A/S holds a diversified book of 1945 reported positions worth $26.2B as of Q2 2026 (disclosed Sep 8, 2026, a ~70-day 13F lag). Their largest long position is Nvidia Corp at 7% of the reported non-option book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
30%
Top 20 holdings
40%

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

Where the money is, by sector

99% mapped to company sectors

Information Technology
41%
Financials
14%
Industrials
11%
Consumer Discretionary
8%
Health Care
8%
Materials
6%
Communication Services
3%
Consumer Staples
3%

+4 sectors below the cut, 5% together

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.

Funds with the most overlap

Other tracked managers holding the same core names as Nykredit A/S

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 80$641.9M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Prospect Hill Management, LLC11 / 80$249.6M
Oriental Harbor Investment Master Fund11 / 80$1.6B
Hoffman, Alan N Investment Management8 / 80$160.6M
Howard Hughes Medical Institute21 / 80$418.1M
Uhlmann Price Securities, LLC45 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Nykredit A/S: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

1,945 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.8B9.06M
6.9%
New
New position
2Apple Inc
COM
$1.5B5.34M
5.9%
New
New position
3Alphabet Inc
CAP STK CL A
$797.3M2.23M
3.0%
New
New position
4Microsoft Corp
COM
$776.2M2.08M
3.0%
New
New position
5Broadcom Inc
COM
$678.3M1.80M
2.6%
New
New position
6Amazon Com Inc
COM
$670.5M2.81M
2.6%
New
New position
7Alphabet Inc
CAP STK CL C
$582.2M1.65M
2.2%
New
New position
8Eli Lilly & Co
COM
$392.9M327.6K
1.5%
New
New position
9Advanced Micro Devices Inc
COM
$367.3M632.4K
1.4%
New
New position
10Micron Technology Inc
COM
$350.9M304.0K
1.3%
New
New position
11Citigroup Inc
COM NEW
$347.1M2.48M
1.3%
New
New position
12Meta Platforms Inc
CL A
$294.2M522.2K
1.1%
New
New position
13Visa Inc
COM CL A
$293.7M856.0K
1.1%
New
New position
14Tesla Inc
COM
$262.4M623.9K
1.0%
New
New position
15Travelers Companies Inc
COM
$238.1M721.3K
0.9%
New
New position
16Johnson & Johnson
COM
$235.8M928.6K
0.9%
New
New position
17JPMorgan Chase & Co
COM
$232.4M709.8K
0.9%
New
New position
18CVS Health Corp
COM
$209.8M2.03M
0.8%
New
New position
19Applied Matls Inc
COM
$201.8M279.1K
0.8%
New
New position
20AT&T Inc
COM
$195.2M9.43M
0.7%
New
New position
21Procter & Gamble Co
COM
$193.1M1.32M
0.7%
New
New position
22Ebay Inc.
COM
$192.7M1.72M
0.7%
New
New position
23Lam Research Corp
COM NEW
$191.6M442.2K
0.7%
New
New position
24Wells Fargo & Co
COM
$191.1M2.31M
0.7%
New
New position
25Hewlett Packard Enterprise C
COM
$180.4M4.00M
0.7%
New
New position
26Metlife Inc
COM
$178.6M2.11M
0.7%
New
New position
27Qualcomm Inc
COM
$177.3M959.6K
0.7%
New
New position
28Cisco Sys Inc
COM
$173.5M1.48M
0.7%
New
New position
29Regions Financial Corp New
COM
$172.8M5.72M
0.7%
New
New position
30Owens Corning New
COM
$166.1M1.04M
0.6%
New
New position
31Ge Aerospace
COM NEW
$164.8M440.9K
0.6%
New
New position
32Caterpillar Inc
COM
$162.6M152.7K
0.6%
New
New position
33International Flavors&fragra
COM
$160.5M2.03M
0.6%
New
New position
34Crowdstrike Hldgs Inc
CL A
$154.7M202.7K
0.6%
New
New position
35Kla Corp
COM NEW
$154.0M510.3K
0.6%
New
New position
36Pfizer Inc
COM
$153.7M6.38M
0.6%
New
New position
37Intel Corp
COM
$153.7M1.10M
0.6%
New
New position
38Berkshire Hathaway Inc Del
CL B NEW
$153.6M307.0K
0.6%
New
New position
39Abbvie Inc
COM
$150.0M596.2K
0.6%
New
New position
40Mastercard Incorporated
CL A
$144.2M280.7K
0.5%
New
New position
41Goldman Sachs Group Inc
COM
$141.6M140.0K
0.5%
New
New position
42Gilead Sciences Inc
COM
$140.6M1.11M
0.5%
New
New position
43Citizens Finl Group Inc
COM
$138.4M1.97M
0.5%
New
New position
44Comcast Corp New
CL A
$137.5M5.60M
0.5%
New
New position
45Ge Vernova Inc
COM
$136.0M115.7K
0.5%
New
New position
46Kraft Heinz Co
COM
$131.9M5.58M
0.5%
New
New position
47Western Digital Corp
COM
$125.4M196.4K
0.5%
New
New position
48Stanley Black & Decker Inc
COM
$120.3M1.28M
0.5%
New
New position
49S&P Global Inc
COM
$119.6M293.7K
0.5%
New
New position
50Kroger Co
COM
$117.3M2.11M
0.4%
New
New position
Showing 50 of 1,945 positions
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Filing history

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Sep 8, 202670d1,945$26.2B13F-HR/A
Amended / restated
  • Q2 2026 · filed Aug 13, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.