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Danica Pension, Livsforsikringsaktieselskab

Q2 2025 · 13F-HR

Danica Pension, Livsforsikringsaktieselskabholdings as filed

Filed 2025-12-18 · accession 0001104659-25-122283

$5.97B
Reported value
80
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$473.2M7.92%951,272CommonNONE
67066G104NVDANVIDIA CORPORATION$381.2M6.38%2,413,011CommonNONE
02079K107GOOGALPHABET INC$274.9M4.60%1,549,508CommonNONE
023135106AMZNAMAZON COM INC$245.1M4.10%1,117,192CommonNONE
037833100AAPLAPPLE INC$210.4M3.52%1,025,593CommonNONE
002824100ABTABBOTT LABS$189.0M3.16%1,389,436CommonNONE
060505104BACBANK AMERICA CORP$184.6M3.09%3,900,132CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$183.2M3.07%1,706,015CommonNONE
337738108FISVFISERV INC$182.3M3.05%1,057,381CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$167.7M2.81%413,499CommonNONE
191216100KOCOCA COLA CO$165.4M2.77%2,337,682CommonNONE
68389X105ORCLORACLE CORP$165.1M2.76%755,196CommonNONE
30303M102METAMETA PLATFORMS INC$164.2M2.75%222,416CommonNONE
65339F101NEENEXTERA ENERGY INC$163.6M2.74%2,357,115CommonNONE
11135F101AVGOBROADCOM INC$149.7M2.51%543,010CommonNONE
57636Q104MAMASTERCARD INCORPORATED$148.6M2.49%264,436CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$141.0M2.36%622,583CommonNONE
G29183103ETNEATON CORP PLC$125.3M2.10%351,068CommonNONE
036752103ELVELEVANCE HEALTH INC$125.1M2.09%321,549CommonNONE
852234103XYZBLOCK INC$119.5M2.00%1,758,896CommonNONE
58155Q103MCKMCKESSON CORP$115.6M1.93%157,748CommonNONE
437076102HDHOME DEPOT INC$112.8M1.89%307,715CommonNONE
89400J107TRUTRANSUNION$110.3M1.85%1,252,883CommonNONE
049468101TEAMATLASSIAN CORPORATION$104.0M1.74%512,203CommonNONE
931142103WMTWALMART INC$91.6M1.53%937,200CommonNONE
98980G102ZSZSCALER INC$85.1M1.42%271,013CommonNONE
896239100TRMBTRIMBLE INC$84.4M1.41%1,111,000CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$80.4M1.34%1,038,195CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$74.4M1.24%797,217CommonNONE
15135B101CNCCENTENE CORP DEL$74.3M1.24%1,368,560CommonNONE
518439104ELLAUDER ESTEE COS INC$73.5M1.23%909,530CommonNONE
443573100HUBSHUBSPOT INC$68.8M1.15%123,645CommonNONE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$68.7M1.15%830,000CommonNONE
902973304USBUS BANCORP DEL$56.9M0.95%1,257,000CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$50.4M0.84%2,624,597CommonNONE
369604301GEGE AEROSPACE$49.5M0.83%192,157CommonNONE
02005N100ALLYALLY FINL INC$45.4M0.76%1,166,658CommonNONE
595112103MUMICRON TECHNOLOGY INC$45.4M0.76%368,390CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$45.0M0.75%1,040,508CommonNONE
194162103CLCOLGATE PALMOLIVE CO$38.5M0.64%423,926CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$38.0M0.64%131,155CommonNONE
053332102AZOAUTOZONE INC$38.0M0.64%10,225CommonNONE
02079K305GOOGLALPHABET INC$30.9M0.52%175,232CommonNONE
172967424CCITIGROUP INC$30.5M0.51%358,602CommonNONE
59156R108METMETLIFE INC$29.9M0.50%372,000CommonNONE
98138H101WDAYWORKDAY INC$29.1M0.49%121,281CommonNONE
81762P102NOWSERVICENOW INC$18.4M0.31%17,898CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$17.6M0.30%17,816CommonNONE
461202103INTUINTUIT$17.4M0.29%22,130CommonNONE
78409V104SPGIS&P GLOBAL INC$17.1M0.29%32,401CommonNONE
743315103PGRPROGRESSIVE CORP$16.8M0.28%63,036CommonNONE
95040Q104WELLWELLTOWER INC$15.9M0.27%103,609CommonNONE
88160R101TSLATESLA INC$15.9M0.27%50,000CommonNONE
79466L302CRMSALESFORCE INC$13.6M0.23%49,769CommonNONE
278865100ECLECOLAB INC$13.0M0.22%48,419CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$12.9M0.22%41,317CommonNONE
98419M100XYLXYLEM INC$12.8M0.21%98,760CommonNONE
74762E102QUREQUANTA SVCS INC$12.8M0.21%33,761CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$12.7M0.21%70,846CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12.6M0.21%76,882CommonNONE
72703H101PLNTPLANET FITNESS INC$12.5M0.21%114,794CommonNONE
482480100KLACKLA CORP$11.5M0.19%12,889CommonNONE
03852U106ARMKARAMARK$11.4M0.19%271,955CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$10.6M0.18%33,986CommonNONE
184496107CLHCLEAN HARBORS INC$9.7M0.16%41,930CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$9.7M0.16%18,905CommonNONE
88579Y101MMM3M CO$9.5M0.16%62,311CommonNONE
58933Y105MRKMERCK & CO INC$8.8M0.15%111,191CommonNONE
89832Q109TFCTRUIST FINL CORP$8.7M0.15%202,070CommonNONE
12572Q105CMECME GROUP INC$8.4M0.14%30,307CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$7.3M0.12%130,112CommonNONE
26603R106DUOLDUOLINGO INC$5.1M0.09%12,450CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.4M0.07%21,500CommonNONE
038222105AMATAPPLIED MATLS INC$3.8M0.06%20,730CommonNONE
548661107LOWLOWES COS INC$3.5M0.06%15,790CommonNONE
911363109URIUNITED RENTALS INC$3.3M0.05%4,326CommonNONE
00724F101ADBEADOBE INC$2.5M0.04%6,460CommonNONE
237266101DARDARLING INGREDIENTS INC$2.1M0.04%55,888CommonNONE
80517M109SVVSAVERS VALUE VLG INC$935,3200.02%91,698CommonNONE
05352A100AVTRAVANTOR INC$848,9490.01%63,072CommonNONE

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.