Handelsbanken Fonder AB

CIK 0001398318 · Q1 2026

13F Equity AUM

$30.0M

-100.0% QoQ

Positions

1,491

-4 QoQ

AUM Rank

#11,204

Top 90%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #1,909 · Top 23%

vs S&P -1.2%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 23.5%Top 10: 34.9%Top 20: 44.3%

NVDA6.6%

AAPL6.0%

MSFT4.6%

AMZN3.6%

GOOGL2.8%

GOOG2.7%

AVGO2.7%

LLY2.2%

META2.1%

JNJ1.6%

Others (1481)65.1%

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

Sector Allocation

Technology35.3%

Healthcare15.4%

Financial Services11.2%

Communication Services10.7%

Consumer Cyclical9.1%

Industrials8.1%

Consumer Defensive3.3%

Basic Materials2.3%

Other4.7%

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

Position Sizing

Positions: 1491Median: 0.01%Avg: 0.07%

0–0.5%

1460(49.3%)

0.5–1%

17(11.2%)

1–3%

10(18.8%)

3–5%

2(8.1%)

5%+

2(12.7%)

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

Loading summary cards...

Portfolio Overlap

Shared: 1,490Unique: 1vs 20 funds

20.4%Moderate

1,491

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

28.4%

STATE STREET CORP

43.5%

BANK OF AMERICA CORP /DE/

31.3%

BlackRock, Inc.

37.3%

GEODE CAPITAL MANAGEMENT, LLC

42.6%

JPMORGAN CHASE & CO

30%

VANGUARD CAPITAL MANAGEMENT LLC

42.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

50.1%

FMR LLC

42.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New34Increased581Decreased313Exited38

New Positions

SOLV ENERGY INC COM …0.1%

+1.1M

ZBRA0.1%

+121K

PNFP0.1%

+185K

BIDUN0.0%

+117K

ZBH0.0%

+124K

YUMC0.0%

+167K

YUM0.0%

+58K

BBD0.0%

+2.0M

YETI0.0%

+182K

VSNT0.0%

+50K

Increased

PLUN0.0%

+1.5M(+75%)

SHLS0.1%

+1.1M(+63%)

RUN0.1%

+1.1M(+46%)

NU0.1%

+836K(+47%)

BVXB0.0%

+751K(+681%)

ENPH0.1%

+614K(+287%)

TME0.1%

+614K(+66%)

ARRY0.1%

+588K(+30%)

SMPL0.0%

+550K(+1341%)

NXT0.8%

+413K(+26%)

Decreased

EXLS0.3%

-1,068,680(-28%)

GTES0.1%

-782,600(-48%)

ZM0.1%

-605,875(-76%)

FLNC0.0%

-559,647(-65%)

CLBT0.0%

-535,000(-35%)

APG0.1%

-449,600(-40%)

GWRS0.0%

-418,297(-25%)

AMZN3.6%

-373,621(-7%)

BSY0.0%

-373,600(-85%)

QTWO0.0%

-338,700(-60%)

Exited

-1,176,915

-3,429,263

-266,586

-1,445,409

-1,159,100

-311,377

-3,428,175

-684,465

-257,323

-113,479

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

Loading position changes...

Holdings

Loading holdings...