INVESTOR AB — 13F Holdings & Portfolio
CIK 889232 · latest 13F-HR filed 2026-08-14
INVESTOR AB manages $14.40B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AZN (67.92%), NDAQ (31.98%), MDWD (0.09%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position and exited 4; 1 existing position rose in reported value and 3 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated May 30, 2023.
MENLO PARK, CA 94025
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CRAY, JENNIFER, HILARY Control | MANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER since May 2006 | 50–75% | Individual |
| SCHATZ, JULIE, ANN Control | MANAGING MEMBER, PARTNER since May 2006 | 50–75% | Individual |
Ownership & leadership changes · 3 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedCRAY, JENNIFER, HILARY · title PARTNER, CHIEF COMPLIANCE OFFICER → MANAGING MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER
- ChangedSCHATZ, JULIE, ANN · title PARTNER → MANAGING MEMBER, PARTNER
- ChangedCRAY, JENNIFER, HILARY · ownership 25–50% → 50–75%
- ChangedSCHATZ, JULIE, ANN · ownership 25–50% → 50–75%
- No longer listedCHAMBERS, RICHARD, CRAFTON · PARTNER · 25–50% · control person · listed since May 2006
- ListedCHAMBERS, RICHARD, CRAFTON · PARTNER · 25–50% · control person
- ListedCRAY, JENNIFER, HILARY · PARTNER, CHIEF COMPLIANCE OFFICER · 25–50% · control person
- ListedSCHATZ, JULIE, ANN · PARTNER · 25–50% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Trims
- NASDAQ INC-$326.6M -6.6%
- MEDIWOUND LTD-$1.2M -8.8%
- VERIZON COMMUNICATIONS INC-$88.8K -15.7%
Exited Positions
- COHERENT CORP$714.6K
- KYIVSTAR GROUP LTD$601.1K
- CORSAIR GAMING INC$553.4K
- WHIRLPOOL CORP$253.4K
INVESTOR AB Holdings (2026-06-30)
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 | ASTRAZENECA PLC | AZN | G0593M107 | $9.78B | 67.92% | 51,587,810 | SH |
| 2 | NASDAQ INC | NDAQ | 631103108 | $4.61B | 31.98% | 58,439,208 | SH |
| 3 | MEDIWOUND LTD | MDWD | M68830112 | $12.8M | 0.09% | 872,093 | SH |
| 4 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $1.1M | 0.01% | 75,000 | SH |
| 5 | MICRON TECHNOLOGY INC | MU | 595112103 | $542.5K | 0.00% | 470 | SH |
| 6 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $478.4K | 0.00% | 11,300 | SH |
| 7 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $211.7K | 0.00% | 3,700 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $14.40B | 7 | 0001493152-26-038312 |
| 2026-03-31 | 2026-05-15 | $15.12B | 10 | 0001493152-26-023718 |
| 2025-12-31 | 2026-02-17 | $5.67B | 12 | 0001493152-26-007094 |
| 2025-09-30 | 2025-11-14 | $5.17B | 12 | 0001493152-25-023420 |
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STOCKHOLM 00000