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INVESTOR AB

Q2 2025 · Filed 2025-08-14
Market Value
$5.2B
+17.8%
Holdings
14
+2
New Purchases
2
Added To
2
Closed
2
Reduced
4
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NDAQ 99.86% 99.83% +0.04% $5.2B
MCHP 0.03% 0.02% +0.01% $2M
TER 0.01% 0.00% +0.01% $450K
GTES 0.01% 0.00% +0.01% $345K
CCL 0.01% 0.01% +0.00% $591K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TIGO 0.01% 0.05% -0.03% $779K
BLK 0.00% 0.01% -0.01% $0
CDNS 0.01% 0.02% -0.01% $770K
ICE 0.00% 0.01% -0.01% $0
CHKP 0.01% 0.02% -0.01% $664K
CLBT 0.01% 0.02% -0.00% $640K
BMRN 0.00% 0.01% -0.00% $203K
WHR 0.01% 0.01% -0.00% $375K
COHR 0.01% 0.01% -0.00% $535K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 11 $5.2B 100.0%
Mid Cap 3 $1M 0.0%

Portfolio Analytics

Avg Market Cap
$47.2B
Median Market Cap
$43.3B
Avg P/E
54.6
Median P/E
26.8
Avg Dividend Yield
0.02%
Avg Beta
1.26
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NDAQ 99.86% 58,182,426 $5.2B $89.42 $789M
2 MCHP 0.03% 25,000 $2M $70.37 $791K +5,000 +25.0%
3 TIGO 0.01% 20,781 $779K $37.47 -$1M -47,000 -69.3%
4 CDNS 0.01% 2,500 $770K $308.15 -$247K -1,500 -37.5%
5 CHKP 0.01% 3,000 $664K $221.25 -$134K -500 -14.3%
6 CLBT 0.01% 40,000 $640K $16.00 -$40K +5,000 +14.3%
7 CCL 0.01% 21,000 $591K $28.12 $180K
8 COHR 0.01% 6,000 $535K $89.21 $81K -1,000 -14.3%
9 TER 0.01% 5,000 $450K $89.92 +5,000 NEW
10 WHR 0.01% 3,700 $375K $101.42 $42K
11 GTES 0.01% 15,000 $345K $23.03 +15,000 NEW
12 BMRN —% 3,700 $203K $54.97 -$58K
13 ICE —% -$293K -1,700 -100.0% SOLD
14 BLK —% -$454K -480 -100.0% SOLD

New Positions

SymbolValue% Port
TER $450K 0.01%
GTES $345K 0.01%

Sold Out Positions

SymbolValue% Port
ICE —%
BLK —%
View SEC EDGAR Filings for INVESTOR AB →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms