Investor Ab
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.0ptsvs SPY
Invested
$15.1B
Holdings
13
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AZN
ASTRAZENECA PLC
Held since at least Q1 2024
67.3%
02
$NDAQ
NASDAQ INC
Q4 2024: New position (58.18M shares)
32.6%
03
$MDWD
MEDIWOUND LTD
Q4 2024: New position (872.1k shares)
0.1%
04
$COF
CAPITAL ONE FINL CORP COM
Held since at least Q1 2024
0.0%
05
$CLBT
CELLEBRITE DI LTD
Q2 2025: Increased +14.3% (35.0k → 40.0k shares)
0.0%
06
$COHR
COHERENT CORP
Q3 2025: Exited (was 6.0k shares)
0.0%
07
$KYIV
KYIVSTAR GROUP LTD
Q3 2025: New position (35.0k shares)
0.0%
08
$BAC
VERIZON COMMUNICATIONS INC
Held since at least Q1 2024
0.0%
09
$CRSR
CORSAIR GAMING INC
Held since at least Q1 2024
0.0%
10
$WHR
WHIRLPOOL CORP
Q1 2025: New position (3.7k shares)
0.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.