Avanza Fonder AB
SEC Form 13F institutional filer · CIK 0002035325
13F-HR · 366 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$3.41B
Top-10 concentration
39.6%
Avanza Fonder AB — $3.41B AUM allocation strategy
Avanza Fonder AB files SEC Form 13F and reports $3.41B of long US equity value across 366 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 24.1%, followed by Communication Services 9.6% and Consumer Discretionary 7.9%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Avanza Fonder AB — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.41B
total across 366 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HBAN +64.5K sh · +$828K+$KO +32.6K sh · +$5.51M+$FITB +21.7K sh · +$995K
Biggest trims (shares)
−$NVDA −72.5K sh · −$31.2M−$HPE −36.4K sh · −$896K−$MSFT −32.2K sh · −$70.7M
Exited to nil (held last quarter, gone now)
$BRK.B ($35.4M last qtr)$CSX ($1.79M last qtr)$NSC ($1.55M last qtr)$UNP ($1.45M last qtr)$ECL ($857K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Interactive Media & Services8.7%—
- Technology Hardware, Storage & Peripherals7.6%—
- Systems Software5.3%—
- Broadline Retail4.3%—
- Pharmaceuticals2.9%—
- Automobile Manufacturers2.5%—
- Transaction & Payment Processing Services2.1%—
- Other holdings56.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 1.02M | $258M | -2.6K | 7.6% |
| $NVDA | NVIDIA Corporation | 1.46M | $255M | -72.5K | 7.5% |
| $MSFT | Microsoft Corporation | 486K | $180M | -32.2K | 5.3% |
| $AMZN | Amazon.com Inc | 714K | $149M | -23.9K | 4.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 397K | $114M | -542 | 3.3% |
| $GOOGL | Alphabet Inc | 342K | $98M | -1.45K | 2.9% |
| $META | Meta Platforms Inc | 148K | $84.4M | -3.04K | 2.5% |
| $TSLA | Tesla Inc | 225K | $83.8M | -2.18K | 2.5% |
| $AVGO | Broadcom Inc | 210K | $64.9M | -21.5K | 1.9% |
| $JNJ | Johnson & Johnson | 260K | $63.5M | +874 | 1.9% |
…and 356 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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