0001535452-23-000002.txt : 20230512
0001535452-23-000002.hdr.sgml : 20230512
20230512102417
ACCESSION NUMBER: 0001535452-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Andra AP-fonden
CENTRAL INDEX KEY: 0001535452
IRS NUMBER: 000000000
STATE OF INCORPORATION: V7
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14676
FILM NUMBER: 23913754
BUSINESS ADDRESS:
STREET 1: OSTRA HAMNGATAN 26-28
STREET 2: P.O. BOX 11155
CITY: GOTEBORG
STATE: V7
ZIP: SE-404 24
BUSINESS PHONE: 46-31-704-29-00
MAIL ADDRESS:
STREET 1: OSTRA HAMNGATAN 26-28
STREET 2: P.O. BOX 11155
CITY: GOTEBORG
STATE: V7
ZIP: SE-404 24
13F-HR
1
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03-31-2023
03-31-2023
Andra AP-fonden
OSTRA HAMNGATAN 26-28
P.O. BOX 11155
GOTEBORG
V7
SE-404 24
13F HOLDINGS REPORT
028-14676
N
Helena Sundin
Compliance Officer
00317042960
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Gothenburg
V7
05-12-2023
0
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WABTEC
COM
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4143460
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DEX
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252131107
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4159244
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31620M106
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DYNATRACE INC
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349553107
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73278L105
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651229106
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609839105
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04621X108
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294429105
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893641100
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69370C100
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43300A203
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026874784
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49271V100
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443510607
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37940X102
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14316J108
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28414H103
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570535104
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90353T100
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756109104
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CHIPOTLE MEXICAN GRILL INC
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169656105
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5124870
3000
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GRAB HOLDINGS LIMITED CLASS A
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76131D103
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ANALOG DEVICES INC
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032654105
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053611109
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695156109
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JAZZ PHARMACEUTICALS PLC
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30212P303
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025932104
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115236101
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APTIV PLC
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189054109
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29452E101
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44107P104
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228368106
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CL B
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KANZHUN LIMITED
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283600
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ZILLOW GROUP INC
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655663102
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857477103
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025816109
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CME GROUP INC
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12572Q105
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LIBERTY GLOBAL PLC SHS
CL A
G5480U104
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SOLE
278200
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CARMAX INC
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30225T102
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531229607
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552953101
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CL A
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26614N102
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RAYMOND JAMES FINL INC
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42226K105
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290200
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70432V102
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693506107
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57060D108
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29414B104
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191000
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F5 INC
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315616102
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39600
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303075105
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5811260
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DEUTSCHE BANK A G
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337932107
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22052L104
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808513105
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17100
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12514G108
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31900
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16679L109
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SOLE
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CL A
72352L106
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SOLE
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380237107
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87700
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36467J108
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WIX
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89100
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418056107
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95600
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7591EP100
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571748102
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6761930
40600
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SOLE
40600
0
0
ROCKWELL AUTOMATION INC
COM
773903109
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6808040
23200
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SOLE
23200
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0
RESMED INC
COM
761152107
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6854387
31300
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0
CROWN CASTLE INC
COM
22822V101
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6865992
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SOLE
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0
ANNALY CAPITAL MANAGEMENT IN
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035710839
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6958906
364150
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SOLE
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0
TELEFLEX INCORPORATED
COM
879369106
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6991356
27600
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SOLE
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0
NEWS CORP NEW
CL A
65249B109
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7028890
407000
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SOLE
407000
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0
UDR INC
COM
902653104
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7045896
171600
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SOLE
171600
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0
BATH & BODY WORKS INC
COM
070830104
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7052624
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SOLE
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0
AFLAC INC
COM
001055102
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7097200
110000
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SOLE
110000
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0
LAMB WESTON HLDGS INC
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513272104
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SOLE
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BEST BUY INC
COM
086516101
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ARISTA NETWORKS INC
COM
040413106
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7134050
42500
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PFIZER INC
COM
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HEWLETT PACKARD ENTERPRISE C
COM
42824C109
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7206732
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COM
550021109
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0
METLIFE INC
COM
59156R108
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7213530
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SOLE
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0
JUNIPER NETWORKS INC
COM
48203R104
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7252294
210700
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SOLE
210700
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0
PG&E CORP
COM
69331C108
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7258713
448900
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SOLE
448900
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NIKE INC
CL B
654106103
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7284816
59400
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CBOE GLOBAL MKTS INC
COM
12503M108
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54500
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UNITEDHEALTH GROUP INC
COM
91324P102
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7325145
15500
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SOLE
15500
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0
DAQO NEW ENERGY CORP
SPNSRD ADS NEW
23703Q203
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7349196
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0
WASTE MGMT INC DEL
COM
94106L109
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7358967
45100
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45100
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0
MICROSOFT CORP
COM
594918104
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7409310
25700
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25700
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FIRST HORIZON CORPORATION
COM
320517105
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7417816
417200
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SOLE
417200
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COSTCO WHSL CORP NEW
COM
22160K105
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7453050
15000
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SOLE
15000
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0
NUCOR CORP
COM
670346105
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7460901
48300
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SOLE
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0
DISCOVER FINL SVCS
COM
254709108
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7492072
75800
SH
SOLE
75800
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0
MODERNA INC
COM
60770K107
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7494704
48800
SH
SOLE
48800
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0
ADVANCE AUTO PARTS INC
COM
00751Y106
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7503337
61700
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SOLE
61700
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0
APOLLO GLOBAL MGMT INC
COM
03769M106
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7529746
119217
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119217
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0
COCA COLA CO
COM
191216100
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7530442
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SOLE
121400
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0
ZTO EXPRESS CAYMAN INC
SPONSORED ADS A
98980A105
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7534714
262900
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SOLE
262900
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0
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
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7535400
60000
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SOLE
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0
NASDAQ INC
COM
631103108
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7566328
138400
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SOLE
138400
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
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7620682
23297
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SOLE
23297
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0
WORKDAY INC
CL A
98138H101
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7621326
36900
SH
SOLE
36900
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
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7628253
125197
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SOLE
125197
0
0
FMC CORP
COM
302491303
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7633125
62500
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SOLE
62500
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0
LAS VEGAS SANDS CORP
COM
517834107
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7704045
134100
SH
SOLE
134100
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0
SUN CMNTYS INC
COM
866674104
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7720224
54800
SH
SOLE
54800
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0
ELEVANCE HEALTH INC
COM
036752103
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7724808
16800
SH
SOLE
16800
0
0
SBA
COM
78410G104
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7727672
29600
SH
SOLE
29600
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0
UNITED RENTALS INC
COM
911363109
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7756896
19600
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SOLE
19600
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0
EDWARDS LIFESCIENCES CORP
COM
28176E108
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7760074
93800
SH
SOLE
93800
0
0
ABBOTT LABS
COM
002824100
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7767452
76708
SH
SOLE
76708
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
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7773637
59300
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SOLE
59300
0
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EVERSOURCE ENERGY
COM
30040W108
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7818174
99900
SH
SOLE
99900
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0
MOLINA HEALTHCARE INC
COM
60855R100
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7864206
29400
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SOLE
29400
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0
DARDEN RESTAURANTS INC
COM
237194105
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7866612
50700
SH
SOLE
50700
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0
SIMON PPTY GROUP INC NEW
COM
828806109
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7871491
70300
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SOLE
70300
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0
VEEVA SYS INC CL A
COM
922475108
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7884591
42900
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SOLE
42900
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0
ERIE INDTY CO
CL A
29530P102
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7969104
34400
SH
SOLE
34400
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0
HUBSPOT INC
COM
443573100
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7974750
18600
SH
SOLE
18600
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LIBERTY MEDIA CORP DEL
COM
531229854
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7991844
106800
SH
SOLE
106800
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0
KELLOGG CO
COM
487836108
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7995024
119400
SH
SOLE
119400
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0
AKAMAI TECHNOLOGIES INC
COM
00971T101
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8096220
103400
SH
SOLE
103400
0
0
PENTAIR PLC
SHS
G7S00T104
IE00BLS09M33
8113636
146800
SH
SOLE
146800
0
0
AUTOHOME INC SP ADS RP
CL A
05278C107
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8126516
242800
SH
SOLE
242800
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
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8134533
9900
SH
SOLE
9900
0
0
TRACTOR SUPPLY CO
COM
892356106
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8155888
34700
SH
SOLE
34700
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0
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
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8164494
144300
SH
SOLE
144300
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0
FIRST SOLAR INC
COM
336433107
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8178000
37600
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SOLE
37600
0
0
SMITH A O CORP
COM
831865209
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8180445
118300
SH
SOLE
118300
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0
EDISON INTL
COM
281020107
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8181381
115900
SH
SOLE
115900
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0
FASTENAL CO
COM
311900104
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8225850
152500
SH
SOLE
152500
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
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8258600
70000
SH
SOLE
70000
0
0
HARTFORD FINL SVCS GROUP INC
COM
416515104
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8272203
118700
SH
SOLE
118700
0
0
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
IE00BDB6Q211
8281094
35636
SH
SOLE
35636
0
0
ROPER TECHNOLOGIES INC
COM
776696106
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8329041
18900
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SOLE
18900
0
0
EBAY INC.
COM
278642103
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8336147
187878
SH
SOLE
187878
0
0
ACCENTURE PLC IRELAND
SHS
G1151C101
IE00B4BNMY34
8347938
29208
SH
SOLE
29208
0
0
VERISK ANALYTICS INC
COM
92345Y106
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8365096
43600
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SOLE
43600
0
0
360 DIGITECH INC
AMERICAN DEP
88557W101
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8373040
431600
SH
SOLE
431600
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0
CMS ENERGY CORP
COM
125896100
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8390646
136700
SH
SOLE
136700
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0
ETSY INC
COM
29786A106
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8405415
75500
SH
SOLE
75500
0
0
REGENCY CTRS CORP
COM
758849103
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8479548
138600
SH
SOLE
138600
0
0
DROPBOX INC
CL A
26210C104
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8492336
392800
SH
SOLE
392800
0
0
CORNING INC
COM
219350105
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8523648
241600
SH
SOLE
241600
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LABORATORY CORP AMER HLDGS
COM
50540R409
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8534424
37200
SH
SOLE
37200
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0
MSCI INC
COM
55354G100
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8563257
15300
SH
SOLE
15300
0
0
HOME DEPOT INC
COM
437076102
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8587992
29100
SH
SOLE
29100
0
0
FORTUNE BRANDS INNOVATIONS I
COM
34964C106
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8598072
146400
SH
SOLE
146400
0
0
ALLEGION PLC ORD
SHS
G0176J109
IE00BFRT3W74
8602438
80600
SH
SOLE
80600
0
0
TAL EDUCATION GROUP
SPONSORED ADS
874080104
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8632347
1346700
SH
SOLE
1346700
0
0
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
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8644636
88900
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SOLE
88900
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OWENS CORNING NEW
COM
690742101
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8689060
90700
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SOLE
90700
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GENERAL ELECTRIC CO
COM
369604301
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8737840
91400
SH
SOLE
91400
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0
GLOBE LIFE INC
COM
37959E102
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8752641
79555
SH
SOLE
79555
0
0
MONDELEZ INTL INC
CL A
609207105
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8756832
125600
SH
SOLE
125600
0
0
IRON MTN INC DEL
COM
46284V101
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8793642
166200
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SOLE
166200
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
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8809320
156000
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SOLE
156000
0
0
IQVIA HLDGS INC
COM
46266C105
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8810827
44300
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SOLE
44300
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0
DEERE & CO
COM
244199105
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8835632
21400
SH
SOLE
21400
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QUAL
COM
747525103
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8866810
69500
SH
SOLE
69500
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0
NORTHERN TR CORP
COM
665859104
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8874691
100700
SH
SOLE
100700
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0
CHURCH & DWIGHT CO INC
COM
171340102
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8894046
100600
SH
SOLE
100600
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0
MID-AMER APT CMNTYS INC
COM
59522J103
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8896256
58900
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SOLE
58900
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WEST PHARMACEUTICAL SVSC INC
COM
955306105
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8904279
25700
SH
SOLE
25700
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0
FISERV INC
COM
337738108
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8951411
79195
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SOLE
79195
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0
XYLEM INC
COM
98419M100
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8962320
85600
SH
SOLE
85600
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0
KIMBERLY-CLARK CORP
COM
494368103
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8979318
66900
SH
SOLE
66900
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BERKLEY W R CORP
COM
084423102
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9015248
144800
SH
SOLE
144800
0
0
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
IL0010824113
9032400
69480
SH
SOLE
69480
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0
THERMO FISHER SCIENTIFIC INC
COM
883556102
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9047856
15698
SH
SOLE
15698
0
0
BURLINGTON STORES INC
COM
122017106
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9054080
44800
SH
SOLE
44800
0
0
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
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9054464
45200
SH
SOLE
45200
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
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9085250
25000
SH
SOLE
25000
0
0
JOHNSON & JOHNSON
COM
478160104
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9129500
58900
SH
SOLE
58900
0
0
TEXAS INSTRS INC
COM
882508104
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9133091
49100
SH
SOLE
49100
0
0
TRADEWEB MKTS INC
CL A
892672106
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9142614
115700
SH
SOLE
115700
0
0
SERVICENOW INC
COM
81762P102
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9154984
19700
SH
SOLE
19700
0
0
DAVITA INC
COM
23918K108
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9165430
113000
SH
SOLE
113000
0
0
INCYTE CORP
COM
45337C102
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9199971
127300
SH
SOLE
127300
0
0
ZOETIS INC
CL A
98978V103
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9204132
55300
SH
SOLE
55300
0
0
TARGET CORP
COM
87612E106
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9258717
55900
SH
SOLE
55900
0
0
GEN DIGITAL INC
COM
668771108
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9328176
543600
SH
SOLE
543600
0
0
PUBLIC STORAGE
COM
74460D109
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9336126
30900
SH
SOLE
30900
0
0
WATERS CORP
COM
941848103
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9394174
30340
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SOLE
30340
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OLD DOMINION FREIGHT LINE IN
COM
679580100
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9407184
27600
SH
SOLE
27600
0
0
PROGRESSIVE CORP
COM
743315103
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9513490
66500
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SOLE
66500
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0
BRISTOL-MYERS SQUIBB CO
COM
110122108
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9571711
138100
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SOLE
138100
0
0
HOWMET AEROSPACE INC
COM
443201108
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9584094
226200
SH
SOLE
226200
0
0
SPLUNK INC
COM
848637104
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9588000
100000
SH
SOLE
100000
0
0
CVS HEALTH CORP
COM
126650100
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9623145
129500
SH
SOLE
129500
0
0
CISCO SYS INC
COM
17275R102
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9676102
185100
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SOLE
185100
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
NL0009538784
9696700
52000
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SOLE
52000
0
0
BUNGE LIMITED
COM
G16962105
BMG169621056
9723936
101800
SH
SOLE
101800
0
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THE CIGNA GROUP
COM
125523100
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9735693
38100
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SOLE
38100
0
0
SEAGEN INC
COM
81181C104
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9799548
48400
SH
SOLE
48400
0
0
ORACLE CORP
COM
68389X105
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9809564
105570
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SOLE
105570
0
0
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
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9814406
146200
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SOLE
146200
0
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EXACT SCIENCES CORP
COM
30063P105
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9832450
145000
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SOLE
145000
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EVEREST RE GROUP LTD
COM
G3223R108
BMG3223R1088
9845550
27500
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SOLE
27500
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0
AMGEN INC
COM
031162100
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40800
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SOLE
40800
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HENRY SCHEIN INC
COM
806407102
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9866340
121000
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SOLE
121000
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AUTOMATIC DATA PROCESSING IN
COM
053015103
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9907035
44500
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SOLE
44500
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BIO RAD LABS INC
CL A
090572207
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9963616
20800
SH
SOLE
20800
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0
EXELON CORP
COM
30161N101
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9978198
238200
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SOLE
238200
0
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D R HORTON INC
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23331A109
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9993687
102300
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SOLE
102300
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TFI INTL INC
COM
87241L109
CA87241L1094
9998740
62000
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SOLE
62000
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FRANCO NEV CORP
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351858105
CA3518581051
10014204
50800
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SOLE
50800
0
0
HCA HEALTHCARE INC
COM
40412C101
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10046208
38100
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SOLE
38100
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COPART INC
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217204106
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10070619
133900
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SOLE
133900
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ADOBE SYSTEMS INCORPORATED
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00724F101
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10212305
26500
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SOLE
26500
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NEUROCRINE BIOSCIENCES INC
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64125C109
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10263708
101400
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SOLE
101400
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AT&T INC
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00206R102
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10292975
534700
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SOLE
534700
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STEEL DYNAMICS INC
COM
858119100
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10333684
91400
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SOLE
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HUMANA INC
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444859102
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10340298
21300
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SOLE
21300
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BOOKING HOLDINGS INC
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09857L108
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10344399
3900
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SOLE
3900
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CARRIER GLOBAL CORPORATION
COM
14448C104
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10356062
226362
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SOLE
226362
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LENNAR CORP
CL A
526057104
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10384868
98800
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SOLE
98800
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WHEATON PRECIOUS METALS CORP
COM
962879102
CA9628791027
10388364
159600
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SOLE
159600
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FLEETCOR TECHNOLOGIES INC
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339041105
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10394905
49300
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SOLE
49300
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COMCAST CORP NEW
CL A
20030N101
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10441210
275421
SH
SOLE
275421
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AMERIPRISE FINL INC
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03076C106
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10451650
34100
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34100
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SEALED AIR CORP NEW
COM
81211K100
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10495026
228600
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SOLE
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0
OPEN TEXT CORP
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683715106
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10498982
201400
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KEYSIGHT TECHNOLOGIES INC
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49338L103
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65300
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FEDEX CORP
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31428X106
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46200
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46200
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CBRE GROUP INC
CL A
12504L109
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10564731
145100
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145100
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ON SEMICONDUCTOR CORP
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682189105
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129100
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129100
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149123101
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46500
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501889208
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188100
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427866108
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42300
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ARCH CAP GROUP LTD
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H1467J104
CH0044328745
10815826
55700
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55700
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03073E105
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363576109
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92532F100
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24906P109
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277600
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277600
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DOCUSIGN INC
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256163106
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187300
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871607107
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10930875
28300
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28300
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580135101
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39100
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39100
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ABBVIE INC
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00287Y109
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10996530
69000
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SOLE
69000
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45168D104
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22000
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98956P102
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NETFLIX INC
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64110L106
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11020812
31900
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31900
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QORVO INC
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74736K101
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108600
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372460105
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66000
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66000
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501044101
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512807108
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21100
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ILLINOIS TOOL WKS INC
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452308109
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11198700
46000
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46000
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CL B
911312106
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57783
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TERADYNE INC
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880770102
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QUEST DIAGNOSTICS INC
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74834L100
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TEVA PHARMACEUTICAL INDS LTD
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VISA INC
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APPLIED MATLS INC
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038222105
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LOWES COS INC
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548661107
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57000
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70450Y103
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11441804
150669
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150669
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HP INC
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40434L105
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11552160
393600
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393600
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CADENCE DESIGN SYSTEM INC
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127387108
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11554950
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55000
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VMWARE INC CL A
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928563402
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11559362
92586
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LILLY ELI & CO
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532457108
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11607596
33800
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33800
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PAYCHEX INC
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704326107
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11619426
101400
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101400
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PEPSICO INC
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713448108
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11667200
64000
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64000
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VERISIGN INC
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92343E102
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11771081
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209115104
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11977884
125200
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125200
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855244109
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116500
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84265V105
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12177125
159700
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159700
0
0
DELL TECHNOLOGIES INC
CL C
24703L202
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12215798
303800
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303800
0
0
MICROCHIP TECHNOLOGY INC.
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595017104
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12269246
146446
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146446
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205887102
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12334704
328400
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328400
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099724106
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12675291
258100
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258100
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PULTE GROUP INC
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745867101
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12693384
217800
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217800
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SMUCKER J M CO
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832696405
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12731233
80900
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80900
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MASCO CORP
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574599106
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12778040
257000
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257000
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C H ROBINSON WORLDWIDE INC
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12541W209
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12878352
129600
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129600
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SNAP ON INC
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833034101
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12912347
52300
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52300
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KLA CORP
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482480100
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12933108
32400
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32400
0
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ROBERT HALF INTL INC
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770323103
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12979827
161100
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161100
0
0
CGI INC
CL A
12532H104
CA12532H1047
13038025
100100
SH
SOLE
100100
0
0
NVIDIA CORPORATION
COM
67066G104
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13221852
47600
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47600
0
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ROSS STORES INC
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778296103
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13234411
124700
SH
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124700
0
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YUM BRANDS INC
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988498101
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13419328
101600
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101600
0
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YUM CHINA HLDGS INC
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98850P109
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13654206
215400
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215400
0
0
HOLOGIC INC
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436440101
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13767420
170600
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170600
0
0
TRIP
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89677Q107
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13877628
368400
SH
SOLE
368400
0
0
HORIZON THERAPEUTICS PUB L
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G46188101
IE00BQPVQZ61
13904436
127400
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SOLE
127400
0
0
ARROW ELECTRS INC
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042735100
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14235180
114000
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114000
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INTERPUBLIC GROUP COS INC
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460690100
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14296436
383900
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383900
0
0
APPLE INC
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037833100
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14329810
86900
SH
SOLE
86900
0
0
PDD HOLDINGS INC
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722304102
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14474130
190700
SH
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190700
0
0
BROAD
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11135F101
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14691266
22900
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SOLE
22900
0
0
OREILLY AUTOMOTIVE INC
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67103H107
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14772252
17400
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SOLE
17400
0
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AGILENT TECHNOLOGIES INC
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00846U101
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15092894
109100
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109100
0
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CINTAS CORP
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172908105
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15129636
32700
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32700
0
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METTLER TOLEDO INTERNATIONAL
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592688105
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15149079
9900
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9900
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TJX COS INC NEW
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872540109
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15233184
194400
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GENERAL MLS INC
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370334104
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178600
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178600
0
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NVR INC
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62944T105
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15434966
2770
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SOLE
2770
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TENCENT MUSIC ENTMT GROUP
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88034P109
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15616908
1886100
SH
SOLE
1886100
0
0
IQIYI INC
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46267X108
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15634528
2147600
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SOLE
2147600
0
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EXPEDITORS INTL WASH INC
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302130109
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15791208
143400
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143400
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THOMSON REUTERS CORP.
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884903709
CA8849037095
15825600
90000
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SOLE
90000
0
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MERCK & CO INC
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58933Y105
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16320226
153400
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153400
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BIOGEN INC
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09062X103
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16765209
60300
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60300
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AUTOZONE INC
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053332102
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16961235
6900
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6900
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CAMPBELL SOUP CO
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134429109
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308700
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OMNI
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681919106
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16976200
179947
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SOLE
179947
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PACCAR INC
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693718108
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17081220
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OTIS WORLDWIDE CORP
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68902V107
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17574950
208234
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208234
0
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PROLOGIS INC.
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74340W103
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18156156
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CARDINAL HEALTH INC
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14149Y108
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19252500
255000
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255000
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ULTA BEAUTY INC
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90384S303
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20462625
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GARTNER INC
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366651107
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20490933
62900
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62900
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MCKESSON CORP
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58155Q103
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20544085
57700
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SOLE
57700
0
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VIPSHOP HOLDINGS LIMITED
SPONSORED ADS A
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21449340
1413000
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1413000
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FAIR ISAAC CORP
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303250104
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21783390
31000
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31000
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GILEAD SCIENCES INC
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375558103
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22294039
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GRAINGER W W INC
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384802104
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22661849
32900
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32900
0
0