Titelia

Holdings of Skandia Asien

Skandia Fonder AB ·69 declared positions · as of Mar 31, 2026

Original filing · Net assets 3.4B SEK · Ten largest lines: 45.8 % of the equity sleeve

Sector breakdown

  • Technology 29.1 %
  • Financials 9.8 %
  • Communication 8.2 %
  • Consumer discretionary 5.6 %
  • Energy 1.9 %
  • Materials 0.7 %
  • Unattributed 44.7 %

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

  • TW 27.0 %
  • HK 23.9 %
  • KR 17.4 %
  • IN 15.4 %
  • CN 9.1 %
  • SG 2.5 %
  • US 2.4 %
  • KY 1.6 %
  • TH 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1TW16885.4M SEK26.97 %
2HK15784.3M SEK23.89 %
3KR6571.1M SEK17.40 %
4IN17504.2M SEK15.36 %
5CN7300.4M SEK9.15 %
6SG281.8M SEK2.49 %
7US378.5M SEK2.39 %
8KY253.4M SEK1.63 %
9TH123.8M SEK0.72 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 606,051317.8M SEK9.43 %
2Samsung Electronics Co Ltd 264,457275M SEK8.16 %
3Tencent Holdings Ltd 379,030222.9M SEK6.61 %
4SK hynix Inc 30,340152.3M SEK4.52 %
5Alibaba Group Holding Ltd 1,009,960146M SEK4.33 %
6China Construction Bank Corp 10,446,338106.5M SEK3.16 %
7Quanta Computer Inc 1,031,53385.6M SEK2.54 %
8MediaTek Inc 161,33771.6M SEK2.13 %
9Reliance Industries Ltd 465,60662.8M SEK1.86 %
10CTBC Financial Holding Co Ltd 4,099,65162.7M SEK1.86 %
11Delta Electronics Inc 141,34158.1M SEK1.72 %
12Contemporary Amperex Technology Co Ltd 103,51157.4M SEK1.70 %
13Realtek Semiconductor Corp 395,93456.4M SEK1.67 %
14DBS Group Holdings Ltd 133,54556.1M SEK1.66 %
15ICICI Bank Ltd 458,63555.5M SEK1.65 %
16KB Financial Group Inc 59,49652.5M SEK1.56 %
17Midea Group Co Ltd 478,09450.3M SEK1.49 %
18Fuyao Glass Industry Group Co Ltd 574,94945.2M SEK1.34 %
19Bharti Airtel Ltd 252,43045.2M SEK1.34 %
20Infosys Ltd 342,20943M SEK1.28 %
21SBI Life Insurance Co Ltd 240,57142.9M SEK1.27 %
22Hanwha Aerospace Co Ltd 5,29341.1M SEK1.22 %
23Asia Vital Components Co Ltd 66,69239.5M SEK1.17 %
24BYD Co Ltd 270,49139.3M SEK1.17 %
25NAURA Technology Group Co Ltd 62,11438.3M SEK1.14 %
26AIA Group Ltd 371,44438.3M SEK1.14 %
27People's Insurance Co Group of China Ltd/The 5,678,89337.3M SEK1.11 %
28Grab Holdings Ltd 1,055,84036.8M SEK1.09 %
29Trip.com Group Ltd 78,36836.3M SEK1.08 %
30ANTA Sports Products Ltd 391,82036M SEK1.07 %
31China Pacific Insurance Group Co Ltd 853,55833.1M SEK0.98 %
32Apollo Hospitals Enterprise Ltd 44,33533M SEK0.98 %
33ZTO Express Cayman Inc 143,41632.8M SEK0.97 %
34Hangzhou Tigermed Consulting Co Ltd 439,53632.6M SEK0.97 %
35Yum China Holdings Inc 68,94332.3M SEK0.96 %
36Bajaj Finserv Ltd 190,33031.2M SEK0.93 %
37Sun Hung Kai Properties Ltd 191,91030.1M SEK0.89 %
38KE Holdings Inc 637,18429.3M SEK0.87 %
39LG Chem Ltd 15,46028.8M SEK0.85 %
40Coupang Inc 151,91327.3M SEK0.81 %
41Bajaj Finance Ltd 332,24026.7M SEK0.79 %
42Lodha Developers Ltd 382,08626M SEK0.77 %
43Oversea-Chinese Banking Corp Ltd 158,41125.7M SEK0.76 %
44Bajaj Auto Ltd 28,60525.2M SEK0.75 %
45Oberoi Realty Ltd 173,02124.7M SEK0.73 %
46Unimicron Technology Corp 181,62424.1M SEK0.71 %
47True Corp PCL 5,713,46923.8M SEK0.71 %
48Chroma ATE Inc 54,05823.6M SEK0.70 %
49China Hongqiao Group Ltd 551,40623.3M SEK0.69 %
50United Microelectronics Corp 1,380,68823.2M SEK0.69 %
51ASPEED Technology Inc 7,11222.7M SEK0.67 %
52Wiwynn Corp 23,02522.6M SEK0.67 %
53Hon Hai Precision Industry Co Ltd 405,19422.6M SEK0.67 %
54ASE Technology Holding Co Ltd 230,93622.6M SEK0.67 %
55Accton Technology Corp 49,90022.5M SEK0.67 %
56SK Telecom Co Ltd 45,16821.5M SEK0.64 %
57Haidilao International Holding Ltd 1,232,08421.4M SEK0.63 %
58Amber Enterprises India Ltd 31,53420.7M SEK0.62 %
59Varun Beverages Ltd 533,13120.6M SEK0.61 %
60Techtronic Industries Co Ltd 162,75620.2M SEK0.60 %
61MakeMyTrip Ltd 53,23318.9M SEK0.56 %
62Ashok Leyland Ltd 1,094,62416.9M SEK0.50 %
63IDFC First Bank Ltd 2,827,95316.7M SEK0.50 %
64Airtac International Group 56,15516.6M SEK0.49 %
65SILERGY CORP 115,4469.7M SEK0.29 %
66Weichai Power Co Ltd 244,0008.1M SEK0.24 %
67ICICI Bank Ltd 29,6667.3M SEK0.22 %
68HDFC Bank Ltd 75,7665.6M SEK0.17 %
69Peace Mark (Holdings) Limited 2,794,0003.4 SEK