Q1 2025 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2025-05-06 · accession 0001062993-25-008542
$17.85B
Reported value
65
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $1.68B | 9.39% | 4,471,200 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.24B | 6.97% | 8,049,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.08B | 6.03% | 5,658,700 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $742.3M | 4.16% | 6,097,165 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $717.7M | 4.02% | 10,941,600 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $690.5M | 3.87% | 6,348,600 | Common | SOLE |
| 92826C839 | V | VISA INC A | $596.2M | 3.34% | 1,701,600 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $504.0M | 2.82% | 2,803,000 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $452.2M | 2.53% | 2,628,265 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $447.9M | 2.51% | 542,600 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $425.0M | 2.38% | 772,400 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $423.4M | 2.37% | 850,700 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $420.6M | 2.36% | 451,200 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $361.1M | 2.02% | 3,659,400 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $318.2M | 1.78% | 5,010,600 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $316.1M | 1.77% | 465,300 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $314.1M | 1.76% | 1,533,000 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $306.7M | 1.72% | 1,236,600 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $292.2M | 1.64% | 575,000 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $285.8M | 1.60% | 1,390,600 | Common | SOLE |
| 46625H100 | JPM | J.P. MORGAN CHASE & CO | $278.5M | 1.56% | 1,135,500 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $276.7M | 1.55% | 2,743,100 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $263.4M | 1.48% | 1,306,400 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $259.2M | 1.45% | 1,548,000 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $259.2M | 1.45% | 6,207,200 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $258.3M | 1.45% | 1,000,575 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $234.0M | 1.31% | 1,054,000 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $233.4M | 1.31% | 501,300 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $219.7M | 1.23% | 1,048,600 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $192.9M | 1.08% | 1,328,000 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $191.4M | 1.07% | 755,400 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $187.6M | 1.05% | 3,407,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $180.2M | 1.01% | 1,754,000 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $179.1M | 1.00% | 488,805 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $171.2M | 0.96% | 2,593,300 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $155.0M | 0.87% | 1,762,400 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $147.1M | 0.82% | 1,640,300 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $146.1M | 0.82% | 1,750,000 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $144.6M | 0.81% | 800,000 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $141.1M | 0.79% | 149,200 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $134.7M | 0.75% | 400,000 | Common | SOLE |
| 902973304 | USB | U.S. BANCORP | $130.0M | 0.73% | 3,080,000 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $126.8M | 0.71% | 721,700 | Common | SOLE |
| 03662Q105 | AKX | ANSYS INC | $126.5M | 0.71% | 400,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $122.6M | 0.69% | 286,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $116.5M | 0.65% | 833,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $116.1M | 0.65% | 372,000 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTHCARE | $113.9M | 0.64% | 217,500 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $108.4M | 0.61% | 328,600 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $102.9M | 0.58% | 775,400 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $95.2M | 0.53% | 355,000 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $93.9M | 0.53% | 570,400 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $93.7M | 0.53% | 251,800 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $88.3M | 0.49% | 19,200 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $75.9M | 0.43% | 198,000 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $75.2M | 0.42% | 913,500 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $70.8M | 0.40% | 839,700 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $68.3M | 0.38% | 585,000 | Common | SOLE |
| 115637209 | BF/B | BROWN-FORMAN CORP | $54.3M | 0.30% | 1,600,000 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $53.5M | 0.30% | 203,800 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $45.6M | 0.26% | 2,009,600 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $41.0M | 0.23% | 1,045,900 | Common | SOLE |
| 931142103 | WMT | WAL-MART STORES, INC. | $39.4M | 0.22% | 448,900 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $21.9M | 0.12% | 722,800 | 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.