Holdings of Handelsbanken Tillväxtmarknad Tema
Handelsbanken Fonder AB ·95 declared positions · as of Mar 31, 2026
Original filing · Net assets 20.8B SEK · Ten largest lines: 45 % of the equity sleeve
Sector breakdown
- Technology 30.1 %
- Financials 10.8 %
- Communication 10.0 %
- Consumer discretionary 4.0 %
- Real estate 2.7 %
- Industrials 1.1 %
- Health care 0.4 %
- Unattributed 40.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- SEK 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- TW 17.3 %
- KR 16.9 %
- HK 16.0 %
- IN 11.5 %
- BR 6.8 %
- ZA 6.8 %
- US 4.3 %
- KY 3.5 %
- MX 3.3 %
- BM 2.7 %
- CN 2.4 %
- ID 2.0 %
- Other countries 6.4 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| TW | 6 | 3.5B SEK | 17.32 % |
| KR | 9 | 3.4B SEK | 16.92 % |
| HK | 13 | 3.2B SEK | 16.01 % |
| IN | 14 | 2.3B SEK | 11.52 % |
| BR | 8 | 1.4B SEK | 6.78 % |
| ZA | 7 | 1.4B SEK | 6.78 % |
| US | 4 | 864.8M SEK | 4.33 % |
| KY | 4 | 705.4M SEK | 3.53 % |
| MX | 5 | 661.4M SEK | 3.31 % |
| BM | 1 | 531.5M SEK | 2.66 % |
| CN | 2 | 487.6M SEK | 2.44 % |
| ID | 3 | 393.5M SEK | 1.97 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 3,912,000 | 2.1B SEK | 9.87 % |
| Samsung Electronics Co Ltd | 1,357,500 | 1.4B SEK | 6.79 % |
| Tencent Holdings Ltd | 2,222,000 | 1.3B SEK | 6.29 % |
| SK hynix Inc | 225,300 | 1.1B SEK | 5.44 % |
| Alibaba Group Holding Ltd | 502,974 | 601.1M SEK | 2.89 % |
| Hong Kong Exchanges & Clearing Ltd | 1,187,000 | 560.5M SEK | 2.70 % |
| Delta Electronics Inc | 1,299,029 | 534.2M SEK | 2.57 % |
| Credicorp Ltd | 164,500 | 531.5M SEK | 2.56 % |
| ITAU UNIBANCO HOLDING SA | 5,513,818 | 437.4M SEK | 2.10 % |
| MediaTek Inc | 955,500 | 424.2M SEK | 2.04 % |
| Clicks Group Ltd | 2,532,000 | 407.9M SEK | 1.96 % |
| HDFC Bank Ltd | 5,267,000 | 387M SEK | 1.86 % |
| AIA Group Ltd | 3,711,889 | 382.7M SEK | 1.84 % |
| NetEase Inc | 333,297 | 355.4M SEK | 1.71 % |
| B3 SA - Brasil Bolsa Balcao | 10,261,000 | 344.4M SEK | 1.66 % |
| Bharti Airtel Ltd | 1,883,663 | 337.2M SEK | 1.62 % |
| Contemporary Amperex Technology Co Ltd | 602,355 | 333.7M SEK | 1.60 % |
| Indus Towers Ltd | 7,190,141 | 302M SEK | 1.45 % |
| Banco Santander Chile | 376,744,298 | 294.8M SEK | 1.42 % |
| ICICI Bank Ltd | 2,379,500 | 288.2M SEK | 1.39 % |
| Ping An Insurance Group Co of China Ltd | 3,908,000 | 282.3M SEK | 1.36 % |
| Telefonica Brasil SA | 3,387,360 | 254.8M SEK | 1.23 % |
| KB Financial Group Inc | 267,000 | 235.6M SEK | 1.13 % |
| Gold Fields Ltd | 540,000 | 228.5M SEK | 1.10 % |
| Gruma SAB de CV | 1,307,000 | 226.8M SEK | 1.09 % |
| Sanlam Ltd | 4,542,764 | 225M SEK | 1.08 % |
| Bank Rakyat Indonesia Persero Tbk PT | 120,253,000 | 224.5M SEK | 1.08 % |
| Tata Consultancy Services Ltd | 894,000 | 211.8M SEK | 1.02 % |
| Fubon Financial Holding Co Ltd | 8,252,036 | 211.5M SEK | 1.02 % |
| Shenzhou International Group Holdings Ltd | 3,509,000 | 199.5M SEK | 0.96 % |
| Alibaba Group Holding Ltd | 1,315,500 | 190.2M SEK | 0.91 % |
| Hyundai Motor Co | 67,000 | 185.6M SEK | 0.89 % |
| Absa Group Ltd | 1,382,718 | 185.6M SEK | 0.89 % |
| Hindustan Unilever Ltd | 895,466 | 184.8M SEK | 0.89 % |
| Oberoi Realty Ltd | 1,121,425 | 159.8M SEK | 0.77 % |
| Haier Smart Home Co Ltd | 5,221,155 | 153.9M SEK | 0.74 % |
| Grupo Aeroportuario del Centro Norte SAB de CV | 1,102,130 | 149.5M SEK | 0.72 % |
| Trip.com Group Ltd | 312,000 | 148M SEK | 0.71 % |
| Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 464,086 | 134M SEK | 0.64 % |
| Samsung Biologics Co Ltd | 14,039 | 131.3M SEK | 0.63 % |
| JSE Ltd | 1,389,500 | 123.5M SEK | 0.59 % |
| Samsung Electronics Co. Ltd. | 173,000 | 122.7M SEK | 0.59 % |
| eMemory Technology Inc | 155,000 | 121.5M SEK | 0.58 % |
| America Movil SAB de CV | 9,756,930 | 117.4M SEK | 0.56 % |
| State Bank of India | 1,168,917 | 115M SEK | 0.55 % |
| Bizlink Holding Inc | 220,000 | 114.1M SEK | 0.55 % |
| Airports of Thailand PCL | 7,561,978 | 113.6M SEK | 0.55 % |
| Promotora y Operadora de Infraestructura SAB de CV | 740,050 | 113.2M SEK | 0.54 % |
| NEPI Rockcastle NV | 1,455,500 | 110M SEK | 0.53 % |
| Bank Tabungan Negara Persero Tbk PT | 156,224,839 | 109.9M SEK | 0.53 % |
| Powszechna Kasa Oszczednosci Bank Polski SA | 470,000 | 104.3M SEK | 0.50 % |
| Bangkok Dusit Medical Services PCL | 18,741,639 | 101.8M SEK | 0.49 % |
| Yadea Group Holdings Ltd | 6,296,000 | 101.4M SEK | 0.49 % |
| LEENO Industrial Inc | 171,230 | 100.5M SEK | 0.48 % |
| Grupo Aeroportuario del Sureste SAB de CV | 28,900 | 92.5M SEK | 0.45 % |
| Akbank TAS | 6,279,500 | 88.8M SEK | 0.43 % |
| PB Fintech Ltd | 611,500 | 87.7M SEK | 0.42 % |
| Apollo Hospitals Enterprise Ltd | 116,500 | 86.8M SEK | 0.42 % |
| Tencent Music Entertainment Group | 975,000 | 86.2M SEK | 0.41 % |
| Baidu Inc | 80,000 | 84.9M SEK | 0.41 % |
| Rede D'Or Sao Luiz SA | 1,135,110 | 80.7M SEK | 0.39 % |
| JD.COM INC | 277,000 | 78M SEK | 0.38 % |
| WuXi XDC Cayman Inc | 1,072,500 | 75.8M SEK | 0.36 % |
| Sichuan Kelun-Biotech Biopharmaceutical Co Ltd | 135,000 | 75.5M SEK | 0.36 % |
| Klabin SA | 2,104,840 | 74.9M SEK | 0.36 % |
| Xinyi Solar Holdings Ltd | 20,498,328 | 72.5M SEK | 0.35 % |
| Bidvest Group Ltd | 570,000 | 72.2M SEK | 0.35 % |
| Infosys Ltd | 573,822 | 72.1M SEK | 0.35 % |
| Sunny Optical Technology Group Co Ltd | 1,045,897 | 67.9M SEK | 0.33 % |
| BDO Unibank Inc | 3,709,675 | 65.6M SEK | 0.32 % |
| Allegro.eu SA | 950,000 | 64M SEK | 0.31 % |
| Administradora de Fondos de Pensiones Habitat SA | 4,304,184 | 63.4M SEK | 0.30 % |
| CSPC Pharmaceutical Group Ltd | 5,700,000 | 63M SEK | 0.30 % |
| Minor International PCL | 9,551,295 | 59.6M SEK | 0.29 % |
| Telkom Indonesia Persero Tbk PT | 34,453,506 | 59.1M SEK | 0.28 % |
| JUMBO SA | 239,738 | 57.8M SEK | 0.28 % |
| Bolsa Mexicana de Valores SAB de CV | 2,722,188 | 54.5M SEK | 0.26 % |
| HDFC Life Insurance Co Ltd | 853,848 | 50.6M SEK | 0.24 % |
| Eurobank SA | 1,200,000 | 44.9M SEK | 0.22 % |
| National Bank of Greece SA | 300,000 | 43.6M SEK | 0.21 % |
| JD.com Inc | 268,969 | 37M SEK | 0.18 % |
| Hyundai Motor Co | 25,000 | 36.2M SEK | 0.17 % |
| CTF Services Ltd | 3,141,664 | 30M SEK | 0.14 % |
| Midea Group Co Ltd | 230,180 | 23.4M SEK | 0.11 % |
| Samsung Episholdings Co Ltd | 7,547 | 23.2M SEK | 0.11 % |
| Administradora Americana De Inversiones SA | 4,530,368 | 17.8M SEK | 0.09 % |
| ICICI Bank Ltd | 56,381 | 13.9M SEK | 0.07 % |
| Telefonica Brasil SA | 91,125 | 13.8M SEK | 0.07 % |
| Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 46,350 | 13.5M SEK | 0.06 % |
| Globe Telecom Inc | 43,554 | 11.1M SEK | 0.05 % |
| Kwality Wall's India Ltd | 1,179,000 | 2.7M SEK | 0.01 % |
| PHOSAGRO PJSC | 2,517 | 239.8 SEK | |
| Moscow Exchange MICEX-RTS PJSC | 3,824,120 | 36.4 SEK | |
| SBERBANK OF RUSSIA PJSC | 435,072 | 4.2 SEK | |
| PHOSAGRO PJSC | 130,276 | 1.2 SEK |