Nykredit A/S — 13F Holdings & Portfolio

CIK 1847328 · latest 13F-HR filed 2026-08-13

Nykredit A/S manages $31.81B in 13F-reported U.S. long-equity assets across 1,945 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.90%), AAPL (5.76%), GOOGL (3.16%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
SUNDKROGSGADE 25
NORDHAVN, G7 2150
Phone
004570109000
Filing Manager
Nykredit A/S
NORDHAVN, G7
Signatory
Jens-Kristian Bagger Jensen
First Vice President
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AUM

$31.81B

Long-equity book

Holdings

1,945

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $2.19B 6.90% 10,966,718 SH
2 APPLE INC AAPL 037833100 $1.83B 5.76% 6,330,251 SH
3 ALPHABET INC GOOGL 02079K305 $1.00B 3.16% 2,811,510 SH
4 MICROSOFT CORP MSFT 594918104 $880.6M 2.77% 2,360,736 SH
5 AMAZON COM INC AMZN 023135106 $869.2M 2.73% 3,646,830 SH
6 BROADCOM INC AVGO 11135F101 $803.5M 2.53% 2,127,159 SH
7 ALPHABET INC GOOG 02079K107 $695.7M 2.19% 1,969,011 SH
8 ELI LILLY & CO LLY 532457108 $469.3M 1.48% 391,238 SH
9 ADVANCED MICRO DEVICES INC AMD 007903107 $464.1M 1.46% 798,849 SH
10 CITIGROUP INC C 172967424 $458.3M 1.44% 3,274,327 SH
11 MICRON TECHNOLOGY INC MU 595112103 $424.2M 1.33% 367,488 SH
12 VISA INC V 92826C839 $352.1M 1.11% 1,026,253 SH
13 TESLA INC TSLA 88160R101 $330.4M 1.04% 785,598 SH
14 META PLATFORMS INC META 30303M102 $327.5M 1.03% 581,385 SH
15 TRAVELERS COMPANIES INC TRV 89417E109 $320.5M 1.01% 970,794 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $283.9M 0.89% 867,270 SH
17 CVS HEALTH CORP CVS 126650100 $280.2M 0.88% 2,708,631 SH
18 JOHNSON & JOHNSON JNJ 478160104 $279.0M 0.88% 1,098,456 SH
19 AT&T INC T 00206R102 $260.0M 0.82% 12,558,151 SH
20 EBAY INC. EBAY 278642103 $257.0M 0.81% 2,299,627 SH
21 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $248.9M 0.78% 5,517,183 SH
22 WELLS FARGO & CO WFC 949746101 $244.0M 0.77% 2,952,772 SH
23 PROCTER & GAMBLE CO PG 742718109 $241.3M 0.76% 1,645,293 SH
24 METLIFE INC MET 59156R108 $240.9M 0.76% 2,846,674 SH
25 REGIONS FINANCIAL CORP NEW RF 7591EP100 $236.8M 0.74% 7,839,597 SH
26 APPLIED MATLS INC AMAT 038222105 $235.8M 0.74% 326,170 SH
27 QUALCOMM INC QCOM 747525103 $232.2M 0.73% 1,256,515 SH
28 OWENS CORNING NEW OC 690742101 $228.8M 0.72% 1,439,490 SH
29 GE AEROSPACE GE 369604301 $226.9M 0.71% 607,138 SH
30 LAM RESEARCH CORP LRCX 512807306 $223.6M 0.70% 515,980 SH
31 INTERNATIONAL FLAVORS&FRAGRA IFF 459506101 $223.1M 0.70% 2,815,771 SH
32 PFIZER INC PFE 717081103 $205.8M 0.65% 8,545,428 SH
33 GE VERNOVA INC GEV 36828A101 $194.8M 0.61% 165,823 SH
34 CATERPILLAR INC CAT 149123101 $190.9M 0.60% 179,284 SH
35 CROWDSTRIKE HLDGS INC CRWD 22788C105 $188.4M 0.59% 246,906 SH
36 CITIZENS FINL GROUP INC CFG 174610105 $188.4M 0.59% 2,688,457 SH
37 CISCO SYS INC CSCO 17275R102 $186.1M 0.59% 1,584,314 SH
38 COMCAST CORP NEW CMCSA 20030N101 $185.2M 0.58% 7,545,279 SH
39 KRAFT HEINZ CO KHC 500754106 $181.4M 0.57% 7,680,255 SH
40 KLA CORP KLAC 482480100 $177.4M 0.56% 587,933 SH
41 GILEAD SCIENCES INC GILD 375558103 $177.1M 0.56% 1,402,025 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $174.0M 0.55% 347,823 SH
43 INTEL CORP INTC 458140100 $170.7M 0.54% 1,222,470 SH
44 MASTERCARD INCORPORATED MA 57636Q104 $169.6M 0.53% 330,248 SH
45 GOLDMAN SACHS GROUP INC GS 38141G104 $169.1M 0.53% 167,202 SH
46 STANLEY BLACK & DECKER INC SWK 854502101 $166.4M 0.52% 1,767,722 SH
47 ABBVIE INC ABBV 00287Y109 $161.2M 0.51% 640,558 SH
48 KROGER CO KR 501044101 $157.5M 0.50% 2,836,894 SH
49 WESTERN DIGITAL CORP WDC 958102105 $157.1M 0.49% 245,995 SH
50 WESCO INTL INC WCC 95082P105 $154.0M 0.48% 445,919 SH