Livforsakringsbolaget Skandia, Omsesidigt
Follow13F filer, CIK 1547926, Stockholm, Sweden
Livforsakringsbolaget Skandia, Omsesidigt reported $2,297,508,706 across 528 holdings for the quarter ended 2025-06-30, in a 13F-HR/A filed 2025-07-11. Its ten largest share positions make up 40.21% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000950123-25-006318
- Period
- 2025-06-30
- Reported value
- $2.3B
- Holdings
- 528
- Top 10 weight
- 40.21%
- New
- 8
- Sold out
- 49
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CORTadded | +111,158 | $80.7M |
| WYNNadded | +328,072 | $72M |
| NVDAadded | +177,100 | $28M |
| MSFTadded | +47,700 | $23.7M |
| AAPLadded | +96,800 | $19.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| METAreduced | -91,558 | -$67.6M |
| AMZNreduced | -270,400 | -$59.3M |
| URIreduced | -19,900 | -$15M |
| VRTXreduced | -25,740 | -$11.5M |
| CORreduced | -37,000 | -$11.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR/A 0000950123-25-006318, largest first. % of portfolio is the value over $2,297,508,716, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| FWONKLIBERTY MEDIA CORP DEL | 700 | $73.1K | <0.01% | 0 | Timeline | ||
| SNAPSNAP INC | 8,000 | $69.5K | <0.01% | 0 | Timeline | ||
| PAYCPAYCOM SOFTWARE INC | 300 | $69.4K | <0.01% | 0 | Timeline | ||
| AVTRAVANTOR INC | 5,031 | $67.7K | <0.01% | 0 | Timeline | ||
| BSYBENTLEY SYS INC | 1,200 | $64.7K | <0.01% | 0 | Timeline | ||
| NRGNRG ENERGY INC | 400 | $64.2K | <0.01% | 0 | Timeline | ||
| SJMSMUCKER J M CO | 600 | $58.9K | <0.01% | 0 | Timeline | ||
| OXYOCCIDENTAL PETE CORP | 1,372 | $57.9K | <0.01% | 0 | Timeline | ||
| REGREGENCY CTRS CORP | 800 | $57.4K | <0.01% | 0 | Timeline | ||
| IOTSAMSARA INC | 1,400 | $55.6K | <0.01% | 0 | Timeline | ||
| DOCHEALTHPEAK PROPERTIES INC | 2,926 | $51.2K | <0.01% | 0 | Timeline | ||
| NDSNNORDSON CORP | 200 | $43K | <0.01% | 0 | Timeline | ||
| ZZILLOW GROUP INC | 500 | $35K | <0.01% | 0 | Timeline | ||
| RALRALLIANT CORP | 681 | $32.7K | <0.01% | new | Timeline | ||
| PCGPG&E CORP | 2,200 | $30.7K | <0.01% | 0 | Timeline | ||
| FNFFIDELITY NATL FINL INC | 537 | $30.1K | <0.01% | 0 | Timeline | ||
| HHYATT HOTELS CORP | 200 | $27.9K | <0.01% | 0 | Timeline | ||
| CTRACOTERRA ENERGY INC | 800 | $20.3K | <0.01% | 0 | Timeline | ||
| ATOATMOS ENERGY CORP | 100 | $15.4K | <0.01% | 0 | Timeline | ||
| CAGCONAGRA BRANDS INC | 700 | $14.3K | <0.01% | 0 | Timeline | ||
| KKELLANOVA | 168 | $13.4K | <0.01% | 0 | Timeline | ||
| TAPMOLSON COORS BEVERAGE CO | 242 | $11.6K | <0.01% | 0 | Timeline | ||
| CHRWC H ROBINSON WORLDWIDE IN | 100 | $9.59K | <0.01% | 0 | Timeline | ||
| BF-BBROWN FORMAN CORP | 302 | $8.12K | <0.01% | 0 | Timeline | ||
| CPBTHE CAMPBELLS COMPANY | 193 | $5.91K | <0.01% | 0 | Timeline | ||
| LLOEWS CORP | 58 | $5.32K | <0.01% | 0 | Timeline | ||
| TSNTYSON FOODS INC | 73 | $4.08K | <0.01% | 0 | Timeline | ||
| KHCKRAFT HEINZ CO | 16 | $413 | <0.01% | 0 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SNASNAP ON INC | 29,600 | $9.98M | shares |
| PCARPACCAR INC | 94,697 | $9.22M | shares |
| ORLYOREILLY AUTOMOTIVE INC | 4,403 | $6.3M | shares |
| CLSCELESTICA INC | 53,700 | $4.23M | shares |
| PRIPRIMERICA INC | 9,600 | $2.73M | shares |
| RLRALPH LAUREN CORP | 11,600 | $2.57M | shares |
| OTEXOPEN TEXT CORP | 99,300 | $2.51M | shares |
| PAGPENSKE AUTOMOTIVE GRP INC | 13,320 | $1.92M | shares |
| GRBKGREEN BRICK PARTNERS INC | 31,800 | $1.85M | shares |
| EXPEAGLE MATLS INC | 7,700 | $1.71M | shares |
| KTBKONTOOR BRANDS INC | 24,100 | $1.54M | shares |
| WTFCWINTRUST FINL CORP | 12,400 | $1.39M | shares |
| MUSAMURPHY USA INC | 2,710 | $1.27M | shares |
| OSKOSHKOSH CORP | 11,900 | $1.12M | shares |
| TJXTJX COS INC NEW | 7,755 | $944K | shares |
| BLDTOPBUILD COR | 2,900 | $884K | shares |
| SHOOMADDEN STEVEN LTD | 28,100 | $747K | shares |
| CTASCINTAS CORP | 3,156 | $649K | shares |
| LNGCHENIERE ENERGY INC | 2,186 | $506K | shares |
| MEDPMEDPACE HLDGS INC | 1,100 | $335K | shares |
| DISCOVER FINANCIAL SERVICESDISCOVER FINANCIAL SERVICES | 1,949 | $333K | shares |
| YETIYETI HLDGS INC | 8,700 | $288K | shares |
| OVVOVINTIV INC | 6,606 | $283K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 1,100 | $230K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 7,277 | $198K | shares |
| VTRSVIATRIS INC | 11,933 | $104K | shares |
| HSTHOST HOTELS & RESORTS INC | 7,039 | $101K | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 1,656 | $101K | shares |
| KMXCARMAX INC | 1,239 | $96.5K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 7,516 | $84K | shares |
| MRNAMODERNA INC | 2,772 | $78.5K | shares |
| PTCPTC INC | 500 | $77.5K | shares |
| MANHMANHATTAN ASSOCIATES INC | 421 | $72.8K | shares |
| ROKUROKU INC | 1,000 | $70.4K | shares |
| DAYDAYFORCE INC | 1,200 | $70K | shares |
| EXASEXACT SCIENCES CORP | 1,600 | $69.2K | shares |
| BIOBIO RAD LABS INC | 271 | $66K | shares |
| ALBALBEMARLE CORP | 802 | $57.8K | shares |
| TECHBIO-TECHNE CORP | 878 | $51.5K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 700 | $45.2K | shares |
| SEICSEI INVTS CO | 554 | $43K | shares |
| SWKSTANLEY BLACK & DECKER INC | 352 | $27.1K | shares |
| EPAMEPAM SYS INC | 155 | $26.2K | shares |
| ALLYALLY FINL INC | 600 | $21.9K | shares |
| WLKWESTLAKE CORPORATION | 200 | $20K | shares |
| MGMMGM RESORTS INTERNATIONAL | 607 | $18K | shares |
| AOSSMITH A O CORP | 200 | $13.1K | shares |
| BENFRANKLIN TEMPLETON INC | 463 | $9.04K | shares |
| EMNEASTMAN CHEM CO | 73 | $6.48K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000950123-25-006228 | superseded | 2025-07-09 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0000950123-25-006318 | base | restatement | 2025-07-11 | acceptance time not in the bulk data set |