MondegarAI
Danica Pension, Livsforsikringsaktieselskab

Q1 2025 · 13F-HR

Danica Pension, Livsforsikringsaktieselskabholdings as filed

Filed 2025-12-18 · accession 0001104659-25-122280

$5.05B
Reported value
83
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$345.4M6.84%920,151CommonNONE
67066G104NVDANVIDIA CORPORATION$247.7M4.90%2,285,487CommonNONE
023135106AMZNAMAZON COM INC$230.7M4.57%1,212,526CommonNONE
02079K107GOOGALPHABET INC$215.3M4.26%1,378,213CommonNONE
037833100AAPLAPPLE INC$215.1M4.26%968,571CommonNONE
337738108FISVFISERV INC$181.1M3.58%819,998CommonNONE
191216100KOCOCA COLA CO$177.8M3.52%2,482,585CommonNONE
57636Q104MAMASTERCARD INCORPORATED$164.8M3.26%300,589CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$161.8M3.20%325,156CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$161.1M3.19%1,597,282CommonNONE
30303M102METAMETA PLATFORMS INC$136.0M2.69%235,909CommonNONE
036752103ELVELEVANCE HEALTH INC$133.3M2.64%306,549CommonNONE
65339F101NEENEXTERA ENERGY INC$133.0M2.63%1,876,085CommonNONE
002824100ABTABBOTT LABS$127.5M2.52%961,280CommonNONE
11135F101AVGOBROADCOM INC$121.7M2.41%726,602CommonNONE
58155Q103MCKMCKESSON CORP$103.3M2.04%153,500CommonNONE
68389X105ORCLORACLE CORP$100.0M1.98%715,137CommonNONE
G29183103ETNEATON CORP PLC$92.1M1.82%338,728CommonNONE
172967424CCITIGROUP INC$89.9M1.78%1,265,811CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$86.6M1.71%521,516CommonNONE
060505104BACBANK AMERICA CORP$86.5M1.71%2,072,246CommonNONE
89400J107TRUTRANSUNION$83.9M1.66%1,010,505CommonNONE
852234103XYZBLOCK INC$83.4M1.65%1,535,869CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$80.1M1.59%1,099,870CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$77.1M1.53%1,700,000CommonNONE
931142103WMTWALMART INC$76.1M1.51%866,976CommonNONE
437076102HDHOME DEPOT INC$74.7M1.48%203,937CommonNONE
98980G102ZSZSCALER INC$69.9M1.38%352,087CommonNONE
79466L302CRMSALESFORCE INC$69.3M1.37%258,243CommonNONE
053332102AZOAUTOZONE INC$62.3M1.23%16,349CommonNONE
15135B101CNCCENTENE CORP DEL$61.5M1.22%1,012,560CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$61.2M1.21%122,962CommonNONE
518439104ELLAUDER ESTEE COS INC$61.0M1.21%924,792CommonNONE
896239100TRMBTRIMBLE INC$60.5M1.20%921,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$60.3M1.19%115,163CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$57.6M1.14%384,414CommonNONE
902973304USBUS BANCORP DEL$51.4M1.02%1,217,000CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$51.0M1.01%2,544,597CommonNONE
02005N100ALLYALLY FINL INC$48.6M0.96%1,331,658CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$45.9M0.91%550,000CommonNONE
595112103MUMICRON TECHNOLOGY INC$40.5M0.80%465,707CommonNONE
701094104PHPARKER-HANNIFIN CORP$36.9M0.73%60,755CommonNONE
369604301GEGE AEROSPACE$36.9M0.73%184,157CommonNONE
655844108NSCNORFOLK SOUTHN CORP$34.4M0.68%145,262CommonNONE
194162103CLCOLGATE PALMOLIVE CO$34.3M0.68%366,012CommonNONE
59156R108METMETLIFE INC$28.7M0.57%357,000CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$25.4M0.50%103,746CommonNONE
00724F101ADBEADOBE INC$21.9M0.43%57,136CommonNONE
02079K305GOOGLALPHABET INC$20.2M0.40%130,320CommonNONE
81762P102NOWSERVICENOW INC$18.4M0.36%23,145CommonNONE
98138H101WDAYWORKDAY INC$15.0M0.30%64,296CommonNONE
743315103PGRPROGRESSIVE CORP$13.1M0.26%46,394CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$10.8M0.21%11,440CommonNONE
78409V104SPGIS&P GLOBAL INC$10.3M0.20%20,291CommonNONE
95040Q104WELLWELLTOWER INC$10.2M0.20%66,860CommonNONE
72703H101PLNTPLANET FITNESS INC$9.6M0.19%99,670CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$9.5M0.19%56,440CommonNONE
88579Y101MMM3M CO$9.5M0.19%64,449CommonNONE
98419M100XYLXYLEM INC$9.1M0.18%75,910CommonNONE
278865100ECLECOLAB INC$8.8M0.17%34,813CommonNONE
03852U106ARMKARAMARK$8.2M0.16%237,600CommonNONE
461202103INTUINTUIT$8.1M0.16%13,240CommonNONE
049468101TEAMATLASSIAN CORPORATION$8.1M0.16%38,000CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$8.0M0.16%26,920CommonNONE
74762E102QUREQUANTA SVCS INC$7.8M0.15%30,700CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$7.3M0.15%13,449CommonNONE
89832Q109TFCTRUIST FINL CORP$6.6M0.13%161,000CommonNONE
482480100KLACKLA CORP$5.9M0.12%8,690CommonNONE
58933Y105MRKMERCK & CO INC$5.9M0.12%65,431CommonNONE
184496107CLHCLEAN HARBORS INC$5.7M0.11%28,780CommonNONE
26603R106DUOLDUOLINGO INC$4.3M0.09%13,960CommonNONE
880770102TERTERADYNE INC$4.3M0.08%51,624CommonNONE
548661107LOWLOWES COS INC$3.7M0.07%15,790CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.7M0.07%21,500CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$3.0M0.06%60,620CommonNONE
911363109URIUNITED RENTALS INC$2.7M0.05%4,326CommonNONE
038222105AMATAPPLIED MATLS INC$2.4M0.05%16,600CommonNONE
88160R101TSLATESLA INC$2.1M0.04%8,000CommonNONE
237266101DARDARLING INGREDIENTS INC$1.7M0.03%55,888CommonNONE
12572Q105CMECME GROUP INC$1.1M0.02%4,190CommonNONE
05352A100AVTRAVANTOR INC$1.0M0.02%63,072CommonNONE
946784105WAYWAYSTAR HLDG CORP$423,5880.01%11,338CommonNONE
80517M109SVVSAVERS VALUE VLG INC$401,0830.01%58,128CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.