INVESTOR AB — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, INVESTOR AB initiated 4 new positions, increased allocation to 2 existing positions, trimmed 2 positions, and exited 6 positions entirely. The fund's 13F equity book grew from $5.67B to $15.12B (+166.6% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $5.67BPrior quarter
- $15.12BCurrent quarter
- + $9.45BNet delta
- +166.6%% change
New Position Initiations Q1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Allocation Weight | History |
|---|---|---|---|
| ASTRAZENECA PLC | AZN | 67.27% | History → |
| CELLEBRITE DI LTD | CLBT | 0.01% | History → |
| KYIVSTAR GROUP LTD | KYIV | 0.00% | History → |
| VERIZON COMMUNICATIONS INC. | VZ | 0.00% | History → |
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| WHIRLPOOL CORP | WHR | +-0.00% | +27.03% | History → |
| NASDAQ INC | NDAQ | +-66.98% | +0.34% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| COHERENT CORP | COHR | -0.01% | -50.00% | History → |
| CORSAIR GAMING INC | CRSR | -0.01% | -20.05% | History → |
Exited Positions Q1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| CAPITAL ONE FINL CORP | COF | 0.02% |
| CELLEBRITE DI LTD | UNKNOWN | 0.02% |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | CHKP | 0.02% |
| CARNIVAL CORP | CCL | 0.01% |
| D-WAVE QUANTUM INC | QBTS | 0.01% |
| SS&C TECHNOLOGIES HLDGS INC | SSNC | 0.00% |
Methodology & FAQ
How INVESTOR AB Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for INVESTOR AB against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did INVESTOR AB initiate in Q1 2026?
INVESTOR AB established 4 new positions in Q1 2026: ASTRAZENECA PLC (AZN, 67.27%), CELLEBRITE DI LTD (CLBT, 0.01%), KYIVSTAR GROUP LTD (KYIV, 0.00%), VERIZON COMMUNICATIONS INC. (VZ, 0.00%).
Which existing positions saw the largest allocation increases for INVESTOR AB in Q1 2026?
The largest portfolio-weight increases in existing positions were: WHIRLPOOL CORP (WHR, +-0.00% weight, +27.03% shares), NASDAQ INC (NDAQ, +-66.98% weight, +0.34% shares).
Which positions did INVESTOR AB fully exit in Q1 2026?
INVESTOR AB fully exited 6 positions in Q1 2026: CAPITAL ONE FINL CORP (COF, last-reported weight 0.02%), CELLEBRITE DI LTD (UNKNOWN, last-reported weight 0.02%), CHECK POINT SOFTWARE TECHNOLOGIES LTD. (CHKP, last-reported weight 0.02%), CARNIVAL CORP (CCL, last-reported weight 0.01%), D-WAVE QUANTUM INC (QBTS, last-reported weight 0.01%), SS&C TECHNOLOGIES HLDGS INC (SSNC, last-reported weight 0.00%).
Which existing positions saw the largest allocation reductions for INVESTOR AB in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: COHERENT CORP (COHR, -0.01% weight, -50.00% shares), CORSAIR GAMING INC (CRSR, -0.01% weight, -20.05% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity.