INVESTOR AB

CIK 0000889232 · Q2 2026

13F Equity AUM

$14.4B

-4.8% QoQ

Positions

-3 QoQ

AUM Rank

#414

Top 5%

Skill Alpha (FF)

+8.2%/yr^ns

No Clear Edge

Rank #457 · Top 6%

vs S&P +4.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 100.0%Top 10: 100.0%Top 20: 100.0%

AZN67.9%

NDAQ32.0%

MDWD0.1%

CLBT0.0%

MU0.0%

BAC0.0%

BMRN0.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare68.0%

Financial Services32.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 0.01%Avg: 14.29%

0–0.5%

5(0.1%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

2(99.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 7vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased2Decreased0Exited4

New Positions

MU0.0%

+470

Increased

NDAQ32.0%

+57K(+0%)

CLBT0.0%

+20K(+36%)

Exited

-4,700

-59,402

-99,711

-3,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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