This page follows Lansforsakringar Fondforvaltning AB (publ)’s portfolio moves, tracked quarter by quarter as disclosed in its SEC Form 13F filings. As an institutional buy-side manager, Lansforsakringar is required to report its US equity holdings each quarter, giving a snapshot of what it owns rather than a real-time trade blotter. Each update on this page reflects the fund’s activity for a single reporting period, so treat every figure below as a quarter-end position, not a specific trade date.
For the quarter ending 2026-06-30, Lansforsakringar Fondforvaltning AB (publ) disclosed several new positions and a round of notable increases across its 13F portfolio. New stakes were opened in Unilever (UL, $51.3M), TotalEnergies (TTE, $58.0M), AstraZeneca (AZN, $473.7M), Octave Intelligence (OCTV, $44.2M), Amphenol Corp ($145.2M), Berkshire Hathaway Inc Del (BRK-B, $156.5M), GE Vernova (GEV, $79.6M), and Howmet Aerospace (HWM, $40.5M). The AstraZeneca position stands out as the largest new addition by dollar value this quarter.
Positions increased this quarter
Lansforsakringar also added to a number of existing holdings. Semiconductor and chip-equipment names saw sizable increases, including Intel (INTC, up 257% to $191.9M), Lam Research (LRCX, up 149% to $174.0M), and KLA Corp (KLAC, up 134% to $120.7M). Industrial and materials holdings grew as well, with Linde plc (LIN) up 137% to $151.0M, Eaton Corp (ETN) up 126% to $99.8M, and Alcon AG up 911% to $44.0M off a small base. Waste Management increased 253% to $102.3M, and Western Digital (WDC) rose 1239% to $69.4M, also from a modest starting position. Other increases included GE Aerospace (up 39% to $143.0M), Intercontinental Exchange (up 125% to $66.6M), JPMorgan Chase (JPM, up 27% to $382.4M), and Johnson & Johnson (JNJ, up 27% to $216.6M).
What to watch in future filings
Taken together, this quarter’s 13F shows Lansforsakringar Fondforvaltning AB (publ) broadening exposure across healthcare, energy, semiconductors, and diversified industrials, alongside continued building in existing large positions like JPMorgan and Johnson & Johnson. As with any 13F-based official list of holdings, this reflects long US equity positions only and excludes short positions, non-US holdings, and other asset classes outside the filing’s scope. Check back each quarter as this profile is updated with newly opened positions, increases, reductions, and full exits, building a running record of how Lansforsakringar Fondforvaltning AB (publ)’s reported portfolio evolves over time. This content is provided for informational tracking purposes only and does not constitute investment advice.
Related ticker coverage
- UL — all coverage →
- TTE — all coverage →
- AZN — all coverage →
- OCTV — all coverage →
- BRK-B — all coverage →
- GEV — all coverage →
- HWM — all coverage →
- WDC — all coverage →
- ETN — all coverage →
- LIN — all coverage →
- INTC — all coverage →
- JPM — all coverage →
- JNJ — all coverage →
- KLAC — all coverage →
- LRCX — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.