Alecta Tjanstepension Omsesidigt

Est. AUM

$20.52B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORP	COM	$1.69B	9707900	8.25%	SOLE
2	ALPHABET INC	CL A	$1.62B	5642500	7.91%	SOLE
3	MICROSOFT CORP	COM	$1.59B	4300000	7.76%	SOLE
4	AMAZON.COM INC.	COM	$1.06B	5073500	5.15%	SOLE
5	BROADCOM CORPORATION	COM	$766.8M	2478900	3.74%	SOLE
6	APPLE INC	COM	$673.7M	2656000	3.28%	SOLE
7	TJX COS INC	COM	$569.5M	3566065	2.78%	SOLE
8	TEXAS INSTRUMENTS	COM	$452.9M	2333300	2.21%	SOLE
9	J.P. MORGAN CHASE & CO	COM	$425.4M	1446300	2.07%	SOLE
10	VISA INC A	CL A	$425.3M	1407600	2.07%	SOLE
11	NETFLIX INC	COM	$409.6M	4260000	2.00%	SOLE
12	AMPHENOL CORPORATION	CL A	$401.1M	3175000	1.95%	SOLE
13	ELI LILLY & CO	COM	$388.0M	421700	1.89%	SOLE
14	META PLATFORMS INC	CL A	$360.5M	630200	1.76%	SOLE
15	ADVANCED MICRO DEV	COM	$350.7M	1725500	1.71%	SOLE
16	ANALOG DEVICES	COM	$312.8M	984000	1.52%	SOLE
17	ABBVIE INC	COM	$303.0M	1393700	1.48%	SOLE
18	WALT DISNEY CO/THE	COM	$302.9M	3143900	1.48%	SOLE
19	APPLIED MATERIALS INC	COM	$298.9M	875400	1.46%	SOLE
20	KLA CORP	COM	$292.8M	199000	1.43%	SOLE
21	SPOTIFY TECHNOLOGY S.A	SHS	$287.3M	593000	1.40%	SOLE
22	MASTERCARD INC	CL A	$270.0M	540360	1.32%	SOLE
23	S&P GLOBAL INC	COM	$216.0M	508000	1.05%	SOLE
24	CINTAS CORPORATION	COM	$215.7M	1275500	1.05%	SOLE
25	MORGAN STANLEY	COM	$210.4M	1279100	1.03%	SOLE
26	WAL-MART STORES, INC.	COM	$209.1M	1684200	1.02%	SOLE
27	PNC BANK CORP	COM	$204.2M	981700	1.00%	SOLE
28	MERCK & CO	COM	$197.3M	1640300	0.96%	SOLE
29	BANK OF AMERICA CORPORATION	COM	$195.1M	4003200	0.95%	SOLE
30	SYNOPSYS INC.	COM	$192.1M	484860	0.94%	SOLE
31	LINDE PLC	SHS	$190.2M	383800	0.93%	SOLE
32	FIFTH THIRD BANCORP	COM	$182.5M	3928300	0.89%	SOLE
33	STRYKER CORP	COM	$180.0M	547900	0.88%	SOLE
34	BOSTON SCIENTIFIC CORP	COM	$179.7M	2865900	0.88%	SOLE
35	CATERPILLAR INC.	COM	$175.9M	248500	0.86%	SOLE
36	THERMO FISHER SCIENTIFIC INC	COM	$173.2M	352200	0.84%	SOLE
37	DANAHER CORP	COM	$166.6M	879300	0.81%	SOLE
38	PALO ALTO NETWORKS INC	CL A	$164.3M	1025000	0.80%	SOLE
39	ILLINOIS TOOL WORKS INC	COM	$157.0M	603500	0.77%	SOLE
40	AMETEK INC	COM	$156.5M	730365	0.76%	SOLE
41	SALESFORCE COM INC	COM	$153.2M	821040	0.75%	SOLE
42	SERVICENOW INC	CL A	$152.6M	1459400	0.74%	SOLE
43	ORACLE CORP	COM	$152.2M	1035000	0.74%	SOLE
44	ABBOTT LABS	COM	$149.3M	1455700	0.73%	SOLE
45	JOHNSON & JOHNSON	COM	$148.4M	607100	0.72%	SOLE
46	ROCKWELL AUTOMATION INC	COM	$147.9M	412475	0.72%	SOLE
47	PROGRESSIVE CORP/THE	COM	$137.7M	694800	0.67%	SOLE
48	HOME DEPOT INC	COM	$133.3M	405500	0.65%	SOLE
49	GRACO INC	COM	$130.0M	1535100	0.63%	SOLE
50	ECOLAB	COM	$127.4M	479000	0.62%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.