Q4 2024 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2025-02-05 · accession 0001062993-25-001698
$18.97B
Reported value
58
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $1.88B | 9.93% | 4,471,200 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.75B | 9.22% | 9,232,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.32B | 6.98% | 6,035,500 | Common | SOLE |
| 92826C839 | V | VISA INC A | $1.05B | 5.55% | 3,330,700 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $905.6M | 4.77% | 13,031,600 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $903.0M | 4.76% | 7,476,165 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $684.9M | 3.61% | 5,104,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $666.6M | 3.51% | 1,281,500 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $636.7M | 3.36% | 3,395,600 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $482.9M | 2.55% | 2,678,465 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $467.2M | 2.46% | 524,200 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $449.4M | 2.37% | 5,937,400 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $419.2M | 2.21% | 542,600 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $412.8M | 2.18% | 923,400 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $397.7M | 2.10% | 3,569,400 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $325.7M | 1.72% | 1,389,700 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $313.6M | 1.65% | 1,236,600 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $295.2M | 1.56% | 1,032,275 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $286.6M | 1.51% | 575,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $277.6M | 1.46% | 1,306,400 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $277.6M | 1.46% | 1,208,800 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $266.7M | 1.41% | 423,300 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $253.9M | 1.34% | 1,390,600 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $245.1M | 1.29% | 2,743,100 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $240.6M | 1.27% | 1,038,000 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $224.6M | 1.18% | 516,405 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $199.0M | 1.05% | 3,750,000 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $196.9M | 1.04% | 1,978,900 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $194.4M | 1.02% | 2,593,300 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $186.9M | 0.99% | 4,251,000 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $186.4M | 0.98% | 1,048,600 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $185.0M | 0.98% | 201,900 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $167.5M | 0.88% | 800,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $166.0M | 0.87% | 1,374,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $157.4M | 0.83% | 968,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $148.2M | 0.78% | 592,000 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $147.8M | 0.78% | 400,000 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $147.5M | 0.78% | 1,750,000 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $134.9M | 0.71% | 400,000 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $133.6M | 0.70% | 1,762,400 | Common | SOLE |
| 902973304 | USB | U.S. BANCORP | $111.3M | 0.59% | 2,325,000 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $106.9M | 0.56% | 5,329,600 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $104.7M | 0.55% | 216,000 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $88.4M | 0.47% | 1,159,900 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $88.0M | 0.46% | 198,000 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $83.8M | 0.44% | 514,200 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $77.7M | 0.41% | 402,800 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $63.6M | 0.34% | 176,500 | Common | SOLE |
| 115637209 | BF/B | BROWN-FORMAN CORP | $60.8M | 0.32% | 1,600,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $58.8M | 0.31% | 167,000 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $53.8M | 0.28% | 475,300 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $53.5M | 0.28% | 160,000 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $53.2M | 0.28% | 203,800 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $49.6M | 0.26% | 539,000 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $47.8M | 0.25% | 131,600 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $38.8M | 0.20% | 1,000,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $30.0M | 0.16% | 180,000 | Common | SOLE |
| 731105201 | — | POLESTAR AUTOMOTIVE HOLDING UK PLC | $3.1M | 0.02% | 2,925,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.