Formuepleje A/S as of Sept. 30, 2025
Portfolio Holdings for Formuepleje A/S
Formuepleje A/S holds 50 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.6 | $135M | 260k | 517.95 | |
| NVIDIA Corporation (NVDA) | 7.1 | $126M | 673k | 186.58 | |
| Thermo Fisher Scientific (TMO) | 5.1 | $91M | 187k | 485.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.8 | $85M | 305k | 279.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $77M | 315k | 243.10 | |
| Oracle Corporation (ORCL) | 4.2 | $75M | 267k | 281.24 | |
| Visa Com Cl A (V) | 4.1 | $73M | 214k | 341.38 | |
| Icici Bank Adr (IBN) | 4.0 | $71M | 2.3M | 30.23 | |
| Amazon (AMZN) | 3.9 | $69M | 316k | 219.57 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $69M | 121k | 568.81 | |
| S&p Global (SPGI) | 3.8 | $67M | 138k | 486.71 | |
| Carlisle Companies (CSL) | 3.5 | $62M | 187k | 328.96 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.8 | $50M | 1.5M | 34.16 | |
| Carrier Global Corporation (CARR) | 2.6 | $46M | 762k | 59.70 | |
| UnitedHealth (UNH) | 2.3 | $41M | 119k | 345.30 | |
| A. O. Smith Corporation (AOS) | 2.2 | $40M | 541k | 73.41 | |
| Uber Technologies (UBER) | 2.2 | $40M | 404k | 97.97 | |
| AutoZone (AZO) | 2.1 | $38M | 8.8k | 4290.24 | |
| salesforce (CRM) | 2.0 | $35M | 147k | 237.00 | |
| Pool Corporation (POOL) | 1.9 | $34M | 111k | 310.07 | |
| Boston Scientific Corporation (BSX) | 1.9 | $33M | 343k | 97.63 | |
| Automatic Data Processing (ADP) | 1.8 | $32M | 109k | 293.50 | |
| Xylem (XYL) | 1.8 | $31M | 212k | 147.50 | |
| Paylocity Holding Corporation (PCTY) | 1.7 | $30M | 185k | 159.27 | |
| Hubbell (HUBB) | 1.5 | $27M | 64k | 430.31 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 1.5 | $26M | 102k | 253.93 | |
| eBay (EBAY) | 1.5 | $26M | 285k | 90.95 | |
| Cadence Design Systems (CDNS) | 1.3 | $24M | 67k | 351.26 | |
| Cullen/Frost Bankers (CFR) | 1.3 | $23M | 185k | 126.77 | |
| Cintas Corporation (CTAS) | 1.2 | $22M | 105k | 205.26 | |
| Marsh & McLennan Companies (MRSH) | 1.2 | $21M | 106k | 201.53 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $21M | 47k | 447.23 | |
| Zoetis Cl A (ZTS) | 1.1 | $20M | 135k | 146.32 | |
| Applied Materials (AMAT) | 1.1 | $20M | 95k | 204.74 | |
| Danaher Corporation (DHR) | 1.0 | $18M | 88k | 198.26 | |
| Servicenow (NOW) | 0.9 | $17M | 18k | 920.28 | |
| Marvell Technology (MRVL) | 0.7 | $13M | 157k | 84.07 | |
| United Rentals (URI) | 0.6 | $11M | 11k | 954.66 | |
| Agilent Technologies Inc C ommon (A) | 0.4 | $7.0M | 55k | 128.35 | |
| Waste Management (WM) | 0.3 | $4.7M | 21k | 220.83 | |
| Synopsys (SNPS) | 0.2 | $3.5M | 7.1k | 493.39 | |
| Amphenol Corp Cl A (APH) | 0.2 | $3.5M | 28k | 123.75 | |
| Veralto Corp Com Shs (VLTO) | 0.2 | $3.5M | 33k | 106.61 | |
| Republic Services (RSG) | 0.2 | $3.1M | 14k | 229.48 | |
| Itron (ITRI) | 0.1 | $2.3M | 19k | 124.56 | |
| IDEX Corporation (IEX) | 0.1 | $2.3M | 14k | 162.76 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.9M | 11k | 183.73 | |
| Autodesk (ADSK) | 0.1 | $1.9M | 6.1k | 317.67 | |
| Waters Corporation (WAT) | 0.1 | $1.5M | 5.1k | 299.81 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $1.4M | 8.5k | 166.40 |
