Holdings of Skandia Time Global
Skandia Fonder AB ·62 declared positions · as of Mar 31, 2026
Original filing · Net assets 22B SEK · Ten largest lines: 51.2 % of the equity sleeve
Sector breakdown
- Technology 38.9 %
- Communication 16.4 %
- Financials 7.0 %
- Consumer discretionary 7.0 %
- Industrials 2.3 %
- Funds 1.7 %
- Unattributed 26.7 %
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
- US 67.4 %
- SE 7.1 %
- DE 4.0 %
- NL 3.9 %
- IT 3.2 %
- FR 2.8 %
- KR 2.3 %
- JP 2.1 %
- NO 1.6 %
- FI 1.6 %
- IL 1.6 %
- CH 1.0 %
- Other countries 1.6 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 35 | 14.7B SEK | 67.40 % |
| SE | 8 | 1.6B SEK | 7.11 % |
| DE | 3 | 870.2M SEK | 3.99 % |
| NL | 3 | 851.2M SEK | 3.90 % |
| IT | 1 | 689.5M SEK | 3.16 % |
| FR | 3 | 603.8M SEK | 2.77 % |
| KR | 1 | 492.2M SEK | 2.26 % |
| JP | 1 | 447.8M SEK | 2.05 % |
| NO | 2 | 352.3M SEK | 1.62 % |
| FI | 1 | 349M SEK | 1.60 % |
| IL | 1 | 347.4M SEK | 1.59 % |
| CH | 1 | 218.1M SEK | 1.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Microsoft Corp | 551,505 | 1.9B SEK | 8.85 % |
| Alphabet Inc | 557,704 | 1.5B SEK | 6.95 % |
| NVIDIA Corp | 845,724 | 1.4B SEK | 6.40 % |
| Amazon.com Inc | 648,466 | 1.3B SEK | 5.86 % |
| Meta Platforms Inc | 186,289 | 1B SEK | 4.62 % |
| Visa Inc | 331,668 | 954.9M SEK | 4.35 % |
| Atlassian Corp | 1,409,733 | 916.6M SEK | 4.17 % |
| Telefonaktiebolaget LM Ericsson | 6,968,790 | 740.8M SEK | 3.37 % |
| STMicroelectronics NV | 2,195,958 | 689.5M SEK | 3.14 % |
| Broadcom Inc | 231,984 | 684M SEK | 3.11 % |
| Oracle Corp | 431,504 | 604.7M SEK | 2.75 % |
| Mastercard Inc | 122,236 | 581.8M SEK | 2.65 % |
| SAP SE | 359,624 | 579.9M SEK | 2.64 % |
| HP Inc | 2,732,769 | 500.1M SEK | 2.28 % |
| Samsung Electronics Co Ltd | 18,219 | 492.2M SEK | 2.24 % |
| Sony Group Corp | 2,330,500 | 447.8M SEK | 2.04 % |
| Dassault Systemes SE | 2,275,844 | 431.4M SEK | 1.96 % |
| ASML Holding NV | 30,999 | 380.8M SEK | 1.73 % |
| Apple Inc | 152,152 | 367.9M SEK | 1.67 % |
| Adyen NV | 39,356 | 367.4M SEK | 1.67 % |
| Nokia Oyj | 4,678,715 | 349M SEK | 1.59 % |
| Check Point Software Technologies Ltd | 255,254 | 347.4M SEK | 1.58 % |
| ServiceNow Inc | 340,523 | 339.2M SEK | 1.54 % |
| Nordic Semiconductor ASA | 2,237,786 | 334.8M SEK | 1.52 % |
| Telia Company AB | 6,130,805 | 295.8M SEK | 1.35 % |
| T-Mobile US Inc | 145,677 | 291.5M SEK | 1.33 % |
| Marvell Technology Inc | 305,218 | 288M SEK | 1.31 % |
| Booking Holdings Inc | 5,844 | 234.4M SEK | 1.07 % |
| Deutsche Telekom AG | 632,630 | 221.9M SEK | 1.01 % |
| Match Group Inc | 749,922 | 219.4M SEK | 1.00 % |
| Logitech International SA | 254,292 | 218.1M SEK | 0.99 % |
| Asmodee Group AB | 1,932,516 | 205.5M SEK | 0.94 % |
| Lenovo Group Ltd | 18,118,000 | 201.4M SEK | 0.92 % |
| Peloton Interactive Inc | 4,385,052 | 179.2M SEK | 0.82 % |
| Embracer Group AB | 3,516,407 | 168.9M SEK | 0.77 % |
| Criteo SA | 940,016 | 160.7M SEK | 0.73 % |
| QUALCOMM Inc | 118,223 | 145M SEK | 0.66 % |
| Skyworks Solutions Inc | 273,880 | 139.7M SEK | 0.64 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 42,442 | 136.6M SEK | 0.62 % |
| Arrow Electronics Inc | 99,445 | 135.9M SEK | 0.62 % |
| Advanced Micro Devices Inc | 68,928 | 133.6M SEK | 0.61 % |
| TomTom NV | 2,176,903 | 102.9M SEK | 0.47 % |
| Cisco Systems, Inc. | 119,860 | 88.6M SEK | 0.40 % |
| ADTRAN Holdings Inc | 672,414 | 80.6M SEK | 0.37 % |
| Accenture PLC | 40,985 | 77.4M SEK | 0.35 % |
| Intel Corp | 165,153 | 69.4M SEK | 0.32 % |
| Netflix Inc | 75,150 | 68.8M SEK | 0.31 % |
| Infineon Technologies AG | 164,201 | 68.5M SEK | 0.31 % |
| AppLovin Corp | 17,554 | 66.6M SEK | 0.30 % |
| Arista Networks Inc | 51,854 | 60.7M SEK | 0.28 % |
| Applied Materials Inc | 18,573 | 60.5M SEK | 0.28 % |
| Coffee Stain Group AB | 3,187,561 | 54.6M SEK | 0.25 % |
| Salesforce Inc | 30,503 | 54.2M SEK | 0.25 % |
| Cirrus Logic Inc | 35,373 | 48.7M SEK | 0.22 % |
| Micron Technology Inc | 14,371 | 46.3M SEK | 0.21 % |
| Dustin Group AB | 31,892,417 | 43.8M SEK | 0.20 % |
| Datadog Inc | 37,973 | 42.7M SEK | 0.19 % |
| Mobileye Global Inc | 607,835 | 39.8M SEK | 0.18 % |
| Stillfront Group AB | 7,928,046 | 30.1M SEK | 0.14 % |
| Atea ASA | 126,092 | 17.4M SEK | 0.08 % |
| Ubisoft Entertainment SA | 275,990 | 11.6M SEK | 0.05 % |
| Cint Group AB | 2,921,739 | 11.1M SEK | 0.05 % |