Nykredit A/S

Holdings as of 2026-06-30, filed 2026-09-08

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 70 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
1,945
Value reported by manager
$26.2B
Sum of our stored positions
$26.2B
should match the line above
Disclosure lag
70 d
quarter end to filing
Top 5 concentration
25.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$1.8B9,062,15067066G104
APPLE INCCOM$1.5B5,339,801037833100
ALPHABET INCCAP STK CL A$797.3M2,230,90002079K305
MICROSOFT CORPCOM$776.2M2,080,860594918104
BROADCOM INCCOM$678.3M1,795,75411135F101
AMAZON COM INCCOM$670.5M2,813,162023135106
ALPHABET INCCAP STK CL C$582.2M1,647,65302079K107
ELI LILLY & COCOM$392.9M327,588532457108
ADVANCED MICRO DEVICES INCCOM$367.3M632,366007903107
MICRON TECHNOLOGY INCCOM$350.9M303,984595112103
CITIGROUP INCCOM NEW$347.1M2,479,813172967424
META PLATFORMS INCCL A$294.2M522,21730303M102
VISA INCCOM CL A$293.7M855,95492826C839
TESLA INCCOM$262.4M623,90388160R101
TRAVELERS COMPANIES INCCOM$238.1M721,32289417E109
JOHNSON & JOHNSONCOM$235.8M928,551478160104
JPMORGAN CHASE & COCOM$232.4M709,84046625H100
CVS HEALTH CORPCOM$209.8M2,028,154126650100
APPLIED MATLS INCCOM$201.8M279,075038222105
AT&T INCCOM$195.2M9,427,60600206R102
PROCTER & GAMBLE COCOM$193.1M1,317,044742718109
EBAY INC.COM$192.7M1,723,962278642103
LAM RESEARCH CORPCOM NEW$191.6M442,227512807306
WELLS FARGO & COCOM$191.1M2,312,296949746101
HEWLETT PACKARD ENTERPRISE CCOM$180.4M3,999,77342824C109
METLIFE INCCOM$178.6M2,111,31059156R108
QUALCOMM INCCOM$177.3M959,600747525103
CISCO SYS INCCOM$173.5M1,476,81817275R102
REGIONS FINANCIAL CORP NEWCOM$172.8M5,721,7047591EP100
OWENS CORNING NEWCOM$166.1M1,044,808690742101
GE AEROSPACECOM NEW$164.8M440,918369604301
CATERPILLAR INCCOM$162.6M152,708149123101
INTERNATIONAL FLAVORS&FRAGRACOM$160.5M2,025,881459506101
CROWDSTRIKE HLDGS INCCL A$154.7M202,66322788C105
KLA CORPCOM NEW$154M510,333482480100
PFIZER INCCOM$153.7M6,382,727717081103
INTEL CORPCOM$153.7M1,100,544458140100
BERKSHIRE HATHAWAY INC DELCL B NEW$153.6M307,023084670702
ABBVIE INCCOM$150M596,24000287Y109
MASTERCARD INCORPORATEDCL A$144.2M280,70457636Q104
GOLDMAN SACHS GROUP INCCOM$141.6M139,97038141G104
GILEAD SCIENCES INCCOM$140.6M1,112,764375558103
CITIZENS FINL GROUP INCCOM$138.4M1,974,566174610105
COMCAST CORP NEWCL A$137.5M5,601,43620030N101
GE VERNOVA INCCOM$136M115,72536828A101
KRAFT HEINZ COCOM$131.9M5,583,336500754106
WESTERN DIGITAL CORPCOM$125.4M196,393958102105
STANLEY BLACK & DECKER INCCOM$120.3M1,277,666854502101
S&P GLOBAL INCCOM$119.6M293,71278409V104
KROGER COCOM$117.3M2,112,747501044101
COSTCO WHOLESALE CORPORATIONCOM$113.4M121,17522160K105
WESCO INTL INCCOM$110.5M319,90595082P105
SANDISK CORPCOM$107.2M47,15580004C200
NETFLIX INC.COM$105.7M1,480,34564110L106
HOME DEPOT INCCOM$105.3M298,644437076102
INTERNATIONAL PAPER COCOM$104.7M2,747,579460146103
ADOBE INCCOM$103.9M506,58500724F101
CADENCE DESIGN SYSTEM INCCOM$103.7M276,420127387108
VERTEX PHARMACEUTICALS INCCOM$101.5M204,38692532F100
PALO ALTO NETWORKS INCCOM$97.9M287,116697435105
MARVELL TECHNOLOGY INCCOM$93.8M314,956573874104
OMNICOM GROUP INCCOM$92.7M1,272,277681919106
MERCK & CO INCCOM$92.3M718,47158933Y105
MORGAN STANLEYCOM NEW$91.9M439,390617446448
VERTIV HOLDINGS COCOM CL A$91M271,82792537N108
WALMART INCCOM$90.8M801,462931142103
UNITEDHEALTH GROUP INCCOM$89.7M215,73691324P102
PPG INDS INCCOM$87.6M722,178693506107
ORACLE CORPCOM$87.3M595,41168389X105
BANK OF AMER CORPCOM$84.5M1,482,139060505104
EMERSON ELEC COCOM$84.3M588,670291011104
PALANTIR TECHNOLOGIES INCCL A$83.7M717,07369608A108
AMPHENOL CORPCL A$83M470,540032095101
MOSAIC COCOM$78.3M3,692,97361945C103
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$78.3M163,854874039100
COCA COLA COCOM$76.3M939,103191216100
CORNING INCCOM$75.7M296,266219350105
TIMKEN COCOM$75.6M520,392887389104
WELLTOWER INCCOM$73.7M324,78395040Q104
INTERNATIONAL BUSINESS MACHSCOM$73.5M261,487459200101
TEXAS INSTRS INCCOM$72.9M244,700882508104
CROWN HLDGS INCCOM$70.7M632,344228368106
ARISTA NETWORKS INCCOM SHS$69.8M410,815040413205
TJX COS INC NEWCOM$66.2M436,936872540109
MCDONALDS CORPCOM$64.7M239,500580135101
ANALOG DEVICES INCCOM$63.9M160,870032654105
CONSTELLATION BRANDS INCCL A$63.4M455,50321036P108
NASDAQ INCCOM$61.5M780,473631103108
DANA INCCOM$61.1M2,244,797235825205
LKQ CORPCOM$60.7M2,305,962501889208
AMERICAN EXPRESS COCOM$59M174,573025816109
ALBEMARLE CORPCOM$58.1M430,222012653101
ROYAL BK CDACOM$57.2M276,247780087102
WILLSCOT HLDGS CORPCOM CL A$54.1M1,873,281971378104
THERMO FISHER SCIENTIFIC INCCOM$53.9M107,565883556102
ALCOA CORPCOM$53.8M1,031,634013872106
RESMED INCCOM$53.3M273,278761152107
BOOKING HOLDINGS INCCOM$52.9M296,66009857L108
PEPSICO INCCOM$51.8M382,560713448108
ENBRIDGE INCCOM$51.8M954,68629250N105
VERIZON COMMUNICATIONS INCCOM$51.4M1,213,50992343V104
ABBOTT LABORATORIESCOM$49.8M548,577002824100
AMGEN INCCOM$49M135,233031162100
SALESFORCE INCCOM$48.8M311,73179466L302
INTUITIVE SURGICAL INCCOM NEW$48.5M121,86746120E602
SERVICENOW INCCOM$47M473,63881762P102
BLACKROCK INCCOM$46.7M48,60509290D101
PARKER-HANNIFIN CORPCOM$46.5M47,590701094104
NEXTERA ENERGY INCCOM$45.7M520,91465339F101
HOWMET AEROSPACE INCCOM$44.7M166,237443201108
LUMENTUM HLDGS INCCOM$44.6M52,02155024U109
DEERE & COCOM$44.4M69,961244199105
SCHWAB CHARLES CORPCOM$44M476,529808513105
MOLSON COORS BEVERAGE COCL B$43.4M1,113,32460871R209
MERCADOLIBRE INCCOM$43.3M25,48758733R102
UBER TECHNOLOGIES INCCOM$43M595,21390353T100
DISNEY WALT COCOM$42.8M445,108254687106
RAMBUS INC DELCOM$42.5M320,040750917106
LOWES COS INCCOM$42.2M191,467548661107
QUANTA SVCS INCCOM$41.8M58,10274762E102
EQUINIX INCCOM$41.3M39,65829444U700
HILTON WORLDWIDE HLDGS INCCOM$41.3M124,91543300A203
DELL TECHNOLOGIES INCCL C$41.2M95,37524703L202
FORTINET INCCOM$40.8M265,74034959E109
BOEING COCOM$40.8M188,345097023105
TORONTO DOMINION BK ONTCOM NEW$40.7M334,713891160509
ALIBABA GROUP HLDG LTDSPONSORED ADS$40.5M421,93301609W102
PROLOGIS INC.COM$40.5M298,88674340W103
CUMMINS INCCOM$40.4M56,636231021106
MARRIOTT INTL INC NEWCL A$39.5M106,473571903202
NEWMONT CORPCOM$38.9M416,673651639106
UNION PAC CORPCOM$38.4M141,111907818108
PROGRESSIVE CORPCOM$38.1M174,560743315103
WHIRLPOOL CORPCOM$37.6M954,309963320106
SHERWIN WILLIAMS COCOM$37.5M109,054824348106
AUTOMATIC DATA PROCESSING INCOM$37M165,295053015103
MCKESSON CORPCOM$36.5M48,30258155Q103
DXC TECHNOLOGY COCOM$36.1M4,079,81323355L106
APPLOVIN CORPCOM CL A$35.2M68,36203831W108
CHEVRON CORPORATIONCOM$35.1M211,661166764100
CAPITAL ONE FINL CORPCOM$34.4M171,51914040H105
MOODYS CORPCOM$34.3M75,831615369105
OREILLY AUTOMOTIVE INCCOM$34M369,63467103H107
SHOPIFY INCCL A SUB VTG SHS$34M297,20082509L107
TARGA RES CORPCOM$33.3M124,24287612G101
AMERICAN EAGLE OUTFITTERS INCOM$33.3M1,933,31002553E106
ROSS STORES INCCOM$33M155,218778296103
ECOLAB INCCOM$31.9M114,612278865100
TERADYNE INCCOM$31.7M65,489880770102
STRYKER CORPORATIONCOM$31.6M100,450863667101
JEFFERIES FINANCIAL GROUP INCOM$31.5M629,66947233W109
CME GROUP INCCOM$31.2M141,48812572Q105
WASTE MGMT INC DELCOM$31M138,94394106L109
MONSTER BEVERAGE CORP NEWCOM$30.7M319,16761174X109
SNOWFLAKE INCCOM SHS$30.5M119,709833445109
DANAHER CORP DELCOM$30.4M159,476235851102
CHENIERE ENERGY INCCOM NEW$29.9M125,26916411R208
BANK OF NY MELLON CORPCOM$29.8M206,162064058100
ELEVANCE HEALTH INC FORMERLYCOM$29.8M77,041036752103
STARBUCKS CORPCOM$29.5M288,913855244109
DATADOG INCCL A COM$29.5M113,12823804L103
PNC FINL SVCS GROUP INCCOM$29.4M119,380693475105
CLOUDFLARE INCCL A COM$29.2M119,16218915M107
COMFORT SYS USA INCCOM$29.2M14,709199908104
ROBINHOOD MKTS INCCOM CL A$29M289,269770700102
MONOLITHIC PWR SYS INCCOM$28.9M20,935609839105
CIENA CORPCOM NEW$28.5M58,141171779309
VALERO ENERGY CORPCOM$28.5M109,35791913Y100
AUTOZONE INCCOM$27.3M8,538053332102
BLOOM ENERGY CORPCOM CL A$26.9M88,994093712107
BRISTOL-MYERS SQUIBB COCOM$26.8M465,263110122108
MARATHON PETE CORPCOM$26.6M104,22556585A102
T-MOBILE US INCCOM$26.6M158,807872590104
BANK MONTREAL MEDIUMCOM$26.6M150,735063671101
DOORDASH INCCL A$26.4M143,00225809K105
KEYSIGHT TECHNOLOGIES INCCOM$26.3M75,15249338L103
AGNICO EAGLE MINES LTDCOM$26.2M168,482008474108
MARSH & MCLENNAN COS INCCOM$25.6M153,775571748102
AIRBNB INCCOM CL A$25.4M177,310009066101
CONSTELLATION ENERGY CORPCOM$25.3M101,71621037T109
SIMON PPTY GROUP INC NEWCOM$25.2M112,614828806109
GENERAL MTRS COCOM$24.8M322,10637045V100
COHERENT CORPCOM$24.8M62,77619247G107
ROCKWELL AUTOMATION INCCOM$24.6M49,690773903109
AMETEK INCCOM$24.4M100,985031100100
TC ENERGY CORPCOM$24.2M364,92587807B107
AMERICAN TOWER CORPCOM$24.1M147,49903027X100
PHILLIPS 66COM$24.1M142,614718546104
SLB LIMITEDCOM STK$24M516,643806857108
WW GRAINGER INCCOM$24M17,647384802104
REGENERON PHARMACEUTICALSCOM$24M38,43975886F107
RTX CORPORATIONCOM$23.9M125,96175513E101
CONSOLIDATED EDISON INCCOM$23.6M213,016209115104
ONEOK INC NEWCOM$23.4M269,182682680103
SYNOPSYS INCCOM$23.2M51,916871607107
REPUBLIC SVCS INCCOM$22.9M107,568760759100
CANADIAN IMPERIAL BANK OF COCOM$22.5M195,603136069101
REALTY INCOME CORPCOM$22.4M361,464756109104
DIGITAL RLTY TR INCCOM$22.3M124,177253868103
AIR PRODUCTS AND CHEMICALS ICOM$22.2M75,857009158106
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-08

Nykredit A/S — 1945 positions reported for 2026Q2 — Tapewire