CENTENE CORP US15135B1017 6100000 3 799 433 190,00 kr 5.15%

TAIWAN SEMICONDUCTOR MANUFAC TW0002330008 20000000 3 643 795 827,00 kr 4.94%

BERKSHIRE HATHAWAY INC-CL A US0846701086 1000 3 572 482 542,30 kr 4.85%

AMAZON.COM INC US0231351067 115000 3 396 964 599,00 kr 4.61%

ALPHABET INC-CL C US02079K1079 130000 2 778 987 174,60 kr 3.77%

DOLLAR GENERAL CORP US2566771059 1500000 2 775 855 820,50 kr 3.76%

ADOBE INC US00724F1012 500000 2 514 810 102,00 kr 3.41%

S&P GLOBAL INC US78409V1044 700000 2 445 753 931,95 kr 3.32%

NVIDIA CORP US67066G1040 350000 2 385 836 708,43 kr 3.24%

SERVICENOW INC US81762P1021 500000 2 368 779 787,50 kr 3.21%

THERMO FISHER SCIENTIFIC INC US8835561023 500000 2 155 685 595,00 kr 2.92%

VMWARE INC-CLASS A US9285634021 1550000 2 141 799 276,75 kr 2.9%

DANAHER CORP US2358511028 900000 2 056 454 946,00 kr 2.79%

ROCHE HOLDING AG-GENUSSCHEIN CH0012032048 625000 2 020 001 047,96 kr 2.74%

NOVO NORDISK A/S-B DK0060534915 2500000 1 799 003 515,32 kr 2.44%

SIEMENS AG-REG DE0007236101 1100000 1 493 451 682,80 kr 2.03%

PAYPAL HOLDINGS INC US70450Y1038 600000 1 486 232 804,70 kr 2.02%

KEYSIGHT TECHNOLOGIES IN US49338L1035 1100000 1 446 779 449,50 kr 1.96%

SYNOPSYS INC US8716071076 600000 1 406 600 848,80 kr 1.91%

SONY GROUP CORP JP3435000009 1600000 1 332 397 098,48 kr 1.81%

SAMSUNG ELECTRONICS CO LTD KR7005930003 2000000 1 222 905 204,00 kr 1.66%

TENCENT HOLDINGS LTD KYG875721634 1800000 1 154 851 442,06 kr 1.57%

NETFLIX INC US64110L1061 220000 997 672 453,47 kr 1.35%

SVB FINANCIAL GROUP US78486Q1013 200000 951 486 260,34 kr 1.29%

DAIMLER AG-REGISTERED SHARES DE0007100000 1100000 841 709 012,10 kr 1.14%

ABBOTT LABORATORIES US0028241000 850000 837 586 027,95 kr 1.14%

MICROSOFT CORP US5949181045 350000 807 307 241,63 kr 1.09%

SOLAREDGE TECHNOLOGIES INC US83417M1045 337485 802 091 205,61 kr 1.09%

EMEMORY TECHNOLOGY INC TW0003529004 1900000 776 679 673,55 kr 1.05%

THOR INDUSTRIES INC US8851601018 800000 773 708 964,00 kr 1.05%

SCOUT24 SE DE000A12DM80 1000000 718 725 900,00 kr 0.97%

GLOBAL PAYMENTS INC US37940X1028 450000 718 261 812,45 kr 0.97%

ASML HOLDING NV NL0010273215 120000 709 048 407,60 kr 0.96%

CADENCE DESIGN SYS INC US1273871087 600000 703 300 424,40 kr 0.95%

EQUINIX INC US29444U7000 100000 685 391 126,70 kr 0.93%

ASPEED TECHNOLOGY INC TW0005274005 1107274 681 488 030,66 kr 0.92%

VEEVA SYSTEMS INC-CLASS A US9224751084 250000 676 611 390,00 kr 0.92%

AKZO NOBEL N.V. NL0013267909 600000 637 742 700,00 kr 0.86%

PARADE TECHNOLOGIES LTD KYG6892A1085 1500000 636 133 263,07 kr 0.86%

NOVATEK MICROELECTRONICS COR TW0003034005 3500000 534 780 622,85 kr 0.73%

LARGAN PRECISION CO LTD TW0003008009 550000 522 073 267,65 kr 0.71%

E INK HOLDINGS INC TW0008069006 22000000 502 537 622,80 kr 0.68%

ULTRA CLEAN HOLDINGS INC US90385V1070 1100000 496 212 971,10 kr 0.67%

APPLIED MATERIALS INC US0382221051 400000 481 293 391,32 kr 0.65%

NCSOFT CORP KR7036570000 75000 465 976 890,00 kr 0.63%

LOTES CO LTD TW0003533006 2500000 447 053 941,80 kr 0.61%

SINBON ELECTRONICS CO LTD TW0003023008 5000000 419 495 822,10 kr 0.57%

INSTALLED BUILDING PRODUCTS US45780R1014 400000 413 270 482,80 kr 0.56%

DYNATRACE INC US2681501092 800000 410 779 051,20 kr 0.56%

NEXON CO LTD JP3758190007 2000000 381 300 880,24 kr 0.52%

PROSUS NV NL0013654783 450000 379 548 012,60 kr 0.51%

ICHOR HOLDINGS LTD KYG4740B1059 800000 365 455 473,60 kr 0.5%

AFREECATV CO LTD KR7067160002 400000 360 658 536,00 kr 0.49%

POOL CORP US73278L1052 90000 356 516 182,89 kr 0.48%

FIRST REPUBLIC BANK/CA US33616C1009 200000 318 647 275,80 kr 0.43%

NAVER CORP KR7035420009 100000 316 333 905,00 kr 0.43%

HOMESERVE PLC GB00BYYTFB60 2500000 284 511 047,32 kr 0.39%

POYA INTERNATIONAL CO LTD TW0005904007 1500000 249 400 983,29 kr 0.34%

PGT INNOVATIONS INC US69336V1017 1235000 239 251 451,30 kr 0.32%

HALOZYME THERAPEUTICS INC US40637H1095 600000 232 829 402,40 kr 0.32%

AZURE POWER GLOBAL LTD MU0527S00004 1000000 225 807 319,50 kr 0.31%

CHICONY POWER TECHNOLOGY CO TW0006412000 10000000 221 689 762,92 kr 0.3%

SIMPLO TECHNOLOGY CO LTD TW0006121007 2000000 219 852 554,94 kr 0.3%

VOLTRONIC POWER TECHNOLOGY TW0006409006 500000 205 920 394,43 kr 0.28%

PARKER HANNIFIN CORP US7010941042 75000 195 406 734,60 kr 0.27%

LITE-ON TECHNOLOGY CORP TW0002301009 10000000 176 371 966,08 kr 0.24%

TAIWAN SAKURA CORP TW0009911008 7000000 142 322 378,18 kr 0.19%

ADDCN TECHNOLOGY CO LTD TW0005287007 2000000 142 077 417,12 kr 0.19%

GATECHNOLOGIES CO LTD JP3386670008 800000 136 627 682,13 kr 0.19%

SUNNY FRIEND ENVIRONMENTAL T TW0008341009 2000000 128 604 558,60 kr 0.17%

SPIGEN KOREA CO LTD KR7192440006 260000 111 895 068,48 kr 0.15%

LANNER ELECTRONICS INC TW0006245004 6000000 108 578 991,62 kr 0.15%

104 CORP TW0003130001 1183693 60 891 326,31 kr 0.08%

December 21 Puts on SX5E DE000P9325R1 7500 58 004 217,00 kr 0.08%

FLYTECH TECHNOLOGY CO LTD TW0006206006 1800000 36 542 066,72 kr 0.05%

September 21 Puts on DAI GR DE000C5ZDNZ6 -2000 −3 340 557,00 kr 0%

Swedbank Robur Globalfond SE0000542979

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