MondegarAI
Danica Pension, Livsforsikringsaktieselskab

Q1 2026 · 13F-HR

Danica Pension, Livsforsikringsaktieselskabholdings as filed

Filed 2026-05-12 · accession 0001104659-26-058960

$5.33B
Reported value
163
Positions
2026-03-31
Period end
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The Brief · Danica Pension, Livsforsikringsaktieselskab · Q1 2026

AI · grounded in 13F

Danica Pension, Livsforsikringsaktieselskab established a new position in BA worth $56.3M. The fund also opened new stakes in LLY for $53.8M and BRK/B for $49.8M. On the sell side, the fund trimmed its holdings in TSM by 75.3% and BSX by 51.4%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$433.1M8.12%2,483,189CommonNONE
037833100AAPLAPPLE INC$306.4M5.74%1,207,429CommonNONE
594918104MSFTMICROSOFT CORP$283.3M5.31%765,413CommonNONE
02079K107GOOGALPHABET INC$246.3M4.62%858,578CommonNONE
023135106AMZNAMAZON COM INC$227.9M4.27%1,094,412CommonNONE
30303M102METAMETA PLATFORMS INC$151.2M2.83%264,241CommonNONE
11135F101AVGOBROADCOM INC$149.5M2.80%482,886CommonNONE
57636Q104MAMASTERCARD INCORPORATED$115.8M2.17%231,677CommonNONE
060505104BACBANK AMERICA CORP$109.5M2.05%2,247,040CommonNONE
65339F101NEENEXTERA ENERGY INC$88.2M1.65%949,166CommonNONE
002824100ABTABBOTT LABORATORIES$80.9M1.52%787,773CommonNONE
191216100KOCOCA COLA CO$79.0M1.48%1,039,112CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$77.8M1.46%230,219CommonNONE
69331C108PCGPG&E CORP$76.9M1.44%4,375,313CommonNONE
46625H100JPMJPMORGAN CHASE & CO$76.6M1.44%260,357CommonNONE
02079K305GOOGLALPHABET INC$67.8M1.27%235,933CommonNONE
58155Q103MCKMCKESSON CORP$63.5M1.19%73,374CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$60.9M1.14%970,286CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$58.9M1.10%59,098CommonNONE
G29183103ETNEATON CORP PLC$58.6M1.10%163,889CommonNONE
097023105BABOEING CO$56.3M1.06%283,098CommonNONE
532457108LLYELI LILLY & CO$53.8M1.01%58,464CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$53.7M1.01%109,250CommonNONE
852234103XYZBLOCK INC$52.3M0.98%868,370CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$49.8M0.93%103,993CommonNONE
437076102HDHOME DEPOT INC$48.6M0.91%147,689CommonNONE
235851102DHRDANAHER CORP DEL$45.9M0.86%241,879CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$44.3M0.83%471,946CommonNONE
05550J101BJBJS WHSL CLUB HLDGS INC$44.2M0.83%448,873CommonNONE
01625V104ALHCALIGNMENT HEALTHCARE INC$44.1M0.83%2,503,577CommonNONE
478160104JNJJOHNSON & JOHNSON$42.4M0.79%173,448CommonNONE
60937P106MDBMONGODB INC$42.2M0.79%172,280CommonNONE
88160R101TSLATESLA INC$40.6M0.76%109,260CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$40.4M0.76%561,065CommonNONE
89400J107TRUTRANSUNION$40.3M0.76%583,135CommonNONE
931142103WMTWALMART INC$39.8M0.75%320,546CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$38.3M0.72%188,431CommonNONE
68389X105ORCLORACLE CORP$36.3M0.68%246,546CommonNONE
46266C105IQVIQVIA HLDGS INC$36.0M0.68%211,164CommonNONE
194162103CLCOLGATE PALMOLIVE CO$34.8M0.65%408,515CommonNONE
26701L100BROSDUTCH BROS INC$33.6M0.63%662,638CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$32.2M0.60%109,858CommonNONE
580135101MCDMCDONALDS CORP$32.0M0.60%102,941CommonNONE
19247G107COHRCOHERENT CORP$31.8M0.60%133,669CommonNONE
053332102AZOAUTOZONE INC$31.1M0.58%9,193CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$30.2M0.57%304,532CommonNONE
742718109PGPROCTER & GAMBLE CO$27.9M0.52%193,140CommonNONE
92826C839VVISA INC$27.7M0.52%91,717CommonNONE
78409V104SPGIS&P GLOBAL INC$27.4M0.51%64,325CommonNONE
337738108FISVFISERV INC$27.3M0.51%488,383CommonNONE
038222105AMATAPPLIED MATLS INC$27.0M0.51%78,906CommonNONE
14040H105COFCAPITAL ONE FINL CORP$25.6M0.48%140,097CommonNONE
64110L106NFLXNETFLIX INC.$25.3M0.48%263,531CommonNONE
172967424CCITIGROUP INC$25.1M0.47%221,163CommonNONE
02005N100ALLYALLY FINL INC$25.0M0.47%637,879CommonNONE
95040Q104WELLWELLTOWER INC$25.0M0.47%126,427CommonNONE
896239100TRMBTRIMBLE INC$24.2M0.45%370,675CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$23.4M0.44%159,953CommonNONE
518439104ELLAUDER ESTEE COS INC$23.3M0.44%325,291CommonNONE
58933Y105MRKMERCK & CO INC$22.9M0.43%190,178CommonNONE
780087102RYROYAL BK CDA$21.8M0.41%97,084CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$20.8M0.39%76,983CommonNONE
294429105EFXEQUIFAX INC$19.4M0.36%107,942CommonNONE
049468101TEAMATLASSIAN CORPORATION$19.4M0.36%284,655CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$19.4M0.36%68,790CommonNONE
81762P102NOWSERVICENOW INC$19.4M0.36%185,429CommonNONE
891160509TDTORONTO DOMINION BK ONT$19.1M0.36%147,262CommonNONE
00287Y109ABBVABBVIE INC$18.9M0.35%86,880CommonNONE
369604301GEGE AEROSPACE$18.6M0.35%65,377CommonNONE
75513E101RTXRTX CORPORATION$18.0M0.34%93,385CommonNONE
595112103MUMICRON TECHNOLOGY INC$17.5M0.33%51,724CommonNONE
82509L107SHOPSHOPIFY INC$17.3M0.32%104,931CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$17.3M0.32%20,393CommonNONE
443573100HUBSHUBSPOT INC$17.1M0.32%70,204CommonNONE
949746101WMT2WELLS FARGO & CO$16.0M0.30%201,378CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$15.7M0.29%64,692CommonNONE
833445109SNOWSNOWFLAKE INC$15.5M0.29%102,484CommonNONE
548661107LOWLOWES COS INC$15.4M0.29%65,061CommonNONE
701094104PHPARKER-HANNIFIN CORP$15.3M0.29%17,078CommonNONE
12572Q105CMECME GROUP INC$14.8M0.28%50,100CommonNONE
79466L302CRMSALESFORCE INC$14.8M0.28%79,251CommonNONE
902973304USBUS BANCORP$14.7M0.28%283,081CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$14.5M0.27%51,289CommonNONE
617446448MSMORGAN STANLEY$14.4M0.27%87,565CommonNONE
064149107BNSBANK NOVA SCOTIA B C$14.3M0.27%148,691CommonNONE
17275R102CSCOCISCO SYS INC$14.3M0.27%184,844CommonNONE
882508104TXNTEXAS INSTRS INC$13.9M0.26%71,668CommonNONE
254687106DISDISNEY WALT CO$13.9M0.26%143,745CommonNONE
78467J100SSNCSS&C TECH HLDGS$13.5M0.25%200,021CommonNONE
482480100KLACKLA CORP$13.3M0.25%9,044CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$13.3M0.25%28,782CommonNONE
438516106HONHONEYWELL INTL INC$13.2M0.25%58,371CommonNONE
29444U700EQIXEQUINIX INC$13.0M0.24%13,220CommonNONE
032095101APHAMPHENOL CORP$12.9M0.24%101,944CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$12.8M0.24%1,406,061CommonNONE
747525103QCOMQUALCOMM INC$12.8M0.24%99,132CommonNONE
219350105GLWCORNING INC$12.7M0.24%93,522CommonNONE
09290D101BLKBLACKROCK INC$12.5M0.23%12,965CommonNONE
98419M100XYLXYLEM INC$12.3M0.23%102,670CommonNONE
031162100AMGNAMGEN INC$12.1M0.23%34,491CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$12.1M0.23%241,314CommonNONE
94106L109WMWASTE MGMT INC DEL$11.9M0.22%51,606CommonNONE
74762E102QUREQUANTA SVCS INC$11.7M0.22%21,313CommonNONE
512807306LRCXLAM RESEARCH CORP$11.7M0.22%54,606CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$11.7M0.22%26,126CommonNONE
36828A101GEVGE VERNOVA INC$11.6M0.22%13,283CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$11.5M0.22%58,222CommonNONE
855244109SBUXSTARBUCKS CORP$11.2M0.21%124,769CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$11.1M0.21%120,651CommonNONE
184496107CLHCLEAN HARBORS INC$10.6M0.20%37,094CommonNONE
032654105ADIANALOG DEVICES INC$10.2M0.19%32,121CommonNONE
98980G102ZSZSCALER INC$10.1M0.19%72,329CommonNONE
20030N101CMCSACOMCAST CORP NEW$10.0M0.19%347,361CommonNONE
09260D107BXBLACKSTONE INC$9.9M0.19%86,004CommonNONE
064058100BKBANK NEW YORK MELLON CORP$9.9M0.19%83,315CommonNONE
00BKLJ8V2HOWMET AEROSPACE INC$9.9M0.18%42,787CommonNONE
58733R102MELIMERCADOLIBRE INC$9.7M0.18%5,612CommonNONE
209115104EDCONSOLIDATED EDISON INC$9.7M0.18%85,389CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$9.6M0.18%31,729CommonNONE
37045V100GMGENERAL MTRS CO$9.5M0.18%126,903CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$9.4M0.18%155,446CommonNONE
693718108PCARPACCAR INC$9.3M0.17%80,287CommonNONE
48251W104KKRKKR & CO INC$8.9M0.17%96,115CommonNONE
278865100ECLECOLAB INC$8.8M0.16%33,015CommonNONE
681919106OMCOMNICOM GROUP INC$8.7M0.16%116,077CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$8.4M0.16%149,173CommonNONE
458140100INTCINTEL CORP$8.4M0.16%189,850CommonNONE
49271V100KDPKEURIG DR PEPPER INC$8.3M0.16%314,396CommonNONE
59156R108METMETLIFE INC$8.3M0.15%116,733CommonNONE
713448108PEPPEPSICO INC$8.2M0.15%52,678CommonNONE
704326107PAYXPAYCHEX INC$8.1M0.15%87,723CommonNONE
25809K105DASHDOORDASH INC$7.9M0.15%52,622CommonNONE
461202103INTUINTUIT$7.8M0.15%18,137CommonNONE
962166104WYWEYERHAEUSER CO$7.6M0.14%310,506CommonNONE
665859104NTRSNORTHERN TR CORP$7.6M0.14%54,247CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$7.3M0.14%469,016CommonNONE
745867101PHMPULTE GROUP INC$7.3M0.14%61,794CommonNONE
45687V106IRINGERSOLL RAND INC$7.3M0.14%90,562CommonNONE
125523100CITHE CIGNA GROUP$7.0M0.13%26,084CommonNONE
902653104UDRUDR INC$6.9M0.13%204,500CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$6.6M0.12%40,535CommonNONE
743315103PGRPROGRESSIVE CORP$6.2M0.12%31,407CommonNONE
879360105TDYTELEDYNE TECHNOLOGIES INC$6.1M0.12%10,153CommonNONE
907818108UNPUNION PAC CORP$6.1M0.11%25,069CommonNONE
040413205ANETARISTA NETWORKS INC$5.8M0.11%47,110CommonNONE
00724F101ADBEADOBE INC$5.6M0.11%23,172CommonNONE
988498101YUMYUM BRANDS INC$5.3M0.10%34,314CommonNONE
03831W108APPAPPLOVIN CORP$5.1M0.10%12,798CommonNONE
03852U106ARMKARAMARK$5.0M0.09%124,260CommonNONE
88579Y101MMM3M CO$5.0M0.09%34,627CommonNONE
291011104EMREMERSON ELEC CO$4.5M0.08%34,082CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$4.1M0.08%129,008CommonNONE
72703H101PLNTPLANET FITNESS MASTER ISSUER$3.8M0.07%51,578CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$3.5M0.07%18,493CommonNONE
697435105PANWPALO ALTO NETWORKS INC$3.4M0.06%21,501CommonNONE
863667101SYKSTRYKER CORPORATION$3.4M0.06%10,212CommonNONE
871607107SNPSSYNOPSYS INC$3.3M0.06%8,246CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$1.6M0.03%8,322CommonNONE
89832Q109TFCTRUIST FINL CORP$1.2M0.02%25,301CommonNONE
237266101DARDARLING INGREDIENTS INC$1.1M0.02%18,530CommonNONE
80517M109SVVSAVERS VALUE VLG INC$964,9530.02%129,698CommonNONE
911363109URIUNITED RENTALS INC$928,1850.02%1,274CommonNONE
05352A100AVTRAVANTOR INC$494,4840.01%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.