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INVESTOR AB

Q3 2025 · Filed 2025-11-14
Market Value
$5.2B
-1.1%
Holdings
15
+1
New Purchases
3
Added To
2
Closed
4
Reduced
0
Top 10 Concentration
100.0%
Turnover
46.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TER 0.02% 0.01% +0.02% $1M
ORCL 0.01% 0.00% +0.01% $562K
KYIV 0.01% 0.00% +0.01% $438K
CHKP 0.02% 0.01% +0.01% $1M
SSNC 0.00% 0.00% +0.00% $222K
CLBT 0.01% 0.01% +0.00% $741K
NDAQ 99.87% 99.86% +0.00% $5.1B
CCL 0.01% 0.01% +0.00% $607K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TIGO 0.00% 0.01% -0.01% $0
CDNS 0.00% 0.01% -0.01% $0
COHR 0.00% 0.01% -0.01% $0
GTES 0.00% 0.01% -0.01% $0
MCHP 0.03% 0.03% -0.00% $2M
WHR 0.01% 0.01% -0.00% $291K
BMRN 0.00% 0.00% -0.00% $200K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $562K 0.0%
Large Cap 10 $5.2B 100.0%
Mid Cap 4 $1M 0.0%

Portfolio Analytics

Avg Market Cap
$65.3B
Median Market Cap
$16.1B
Avg P/E
52.6
Median P/E
27.0
Avg Dividend Yield
0.02%
Avg Beta
1.25
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NDAQ 99.87% 58,182,426 $5.1B $88.45 -$56M
2 MCHP 0.03% 25,000 $2M $64.22 -$154K
3 TER 0.02% 9,000 $1M $137.64 $789K +4,000 +80.0%
4 CHKP 0.02% 5,000 $1M $206.91 $371K +2,000 +66.7%
5 CLBT 0.01% 40,000 $741K $18.53 $101K
6 CCL 0.01% 21,000 $607K $28.91 $17K
7 ORCL 0.01% 2,000 $562K $281.24 +2,000 NEW
8 KYIV 0.01% 35,000 $438K $12.50 +35,000 NEW
9 WHR 0.01% 3,700 $291K $78.60 -$84K
10 SSNC —% 2,500 $222K $88.76 +2,500 NEW
11 BMRN —% 3,700 $200K $54.16 -$3K
12 GTES —% -$345K -15,000 -100.0% SOLD
13 COHR —% -$535K -6,000 -100.0% SOLD
14 CDNS —% -$770K -2,500 -100.0% SOLD
15 TIGO —% -$779K -20,781 -100.0% SOLD

New Positions

SymbolValue% Port
ORCL $562K 0.01%
KYIV $438K 0.01%
SSNC $222K —%

Sold Out Positions

SymbolValue% Port
GTES —%
COHR —%
CDNS —%
TIGO —%
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