Q3 2025 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2025-12-08 · accession 0001062993-25-017220
$22.42B
Reported value
68
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.23B | 9.93% | 4,300,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.70B | 7.59% | 6,998,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $1.34B | 5.97% | 7,173,600 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.09B | 4.85% | 4,949,800 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $1.04B | 4.65% | 8,427,600 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $785.7M | 3.50% | 5,436,265 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $685.7M | 3.06% | 2,080,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $676.0M | 3.02% | 2,656,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $510.4M | 2.28% | 426,000 | Common | SOLE |
| 92826C839 | V | VISA INC A | $480.1M | 2.14% | 1,407,600 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $474.4M | 2.12% | 2,583,000 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $463.3M | 2.07% | 430,000 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $445.3M | 1.99% | 3,890,400 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $414.3M | 1.85% | 543,400 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $413.7M | 1.85% | 593,000 | Common | SOLE |
| 46625H100 | JPM | J.P. MORGAN CHASE & CO | $391.8M | 1.75% | 1,242,500 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $361.3M | 1.61% | 2,234,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $337.6M | 1.51% | 1,649,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $335.3M | 1.50% | 1,193,000 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $323.5M | 1.44% | 1,721,965 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $320.8M | 1.43% | 1,306,400 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $320.0M | 1.43% | 6,207,200 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $303.0M | 1.35% | 625,400 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $301.3M | 1.34% | 1,155,900 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $285.3M | 1.27% | 1,390,600 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $271.4M | 1.21% | 776,875 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $268.3M | 1.20% | 1,158,900 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $267.8M | 1.19% | 2,743,100 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $259.5M | 1.16% | 546,500 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $247.1M | 1.10% | 508,000 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $246.3M | 1.10% | 450,505 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $240.9M | 1.07% | 3,454,700 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $230.4M | 1.03% | 466,960 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $220.7M | 0.98% | 1,114,000 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $185.9M | 0.83% | 1,388,100 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $185.4M | 0.83% | 677,100 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $169.9M | 0.76% | 845,700 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $169.4M | 0.76% | 458,300 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $168.8M | 0.75% | 400,000 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $156.7M | 0.70% | 328,600 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $155.4M | 0.69% | 630,000 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $149.7M | 0.67% | 942,000 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $148.7M | 0.66% | 1,750,000 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $147.9M | 0.66% | 2,602,500 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $141.4M | 0.63% | 1,604,900 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTHCARE | $138.3M | 0.62% | 400,500 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $137.6M | 0.61% | 1,640,300 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $132.7M | 0.59% | 560,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP/THE | $131.8M | 0.59% | 533,600 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $131.5M | 0.59% | 1,273,100 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $129.0M | 0.58% | 882,200 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $119.0M | 0.53% | 1,779,000 | Common | SOLE |
| 902973304 | USB | U.S. BANCORP | $116.6M | 0.52% | 2,413,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $115.1M | 0.51% | 284,000 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $112.7M | 0.50% | 365,000 | Common | SOLE |
| 931142103 | WMT | WAL-MART STORES, INC. | $112.5M | 0.50% | 1,091,400 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $112.2M | 0.50% | 689,900 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP (NEW) | $107.8M | 0.48% | 139,500 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $107.1M | 0.48% | 1,563,000 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $103.5M | 0.46% | 19,200 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $99.7M | 0.44% | 107,700 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $95.2M | 0.42% | 212,800 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $69.8M | 0.31% | 198,000 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $68.5M | 0.31% | 233,400 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $67.4M | 0.30% | 2,009,600 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $65.0M | 0.29% | 1,460,300 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $44.9M | 0.20% | 178,637 | Common | SOLE |
| 115637209 | BF/B | BROWN-FORMAN CORP | $43.3M | 0.19% | 1,600,000 | 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.