Q4 2025 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2026-02-03 · accession 0001062993-26-000560
$22.75B
Reported value
73
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $2.08B | 9.14% | 4,300,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.97B | 8.66% | 6,296,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $1.34B | 5.88% | 7,173,600 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.12B | 4.93% | 4,853,200 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $904.2M | 3.98% | 6,690,000 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $722.0M | 3.17% | 2,656,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $719.7M | 3.16% | 2,080,000 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $692.8M | 3.05% | 4,509,665 | Common | SOLE |
| 92826C839 | V | VISA INC A | $493.9M | 2.17% | 1,407,600 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $477.3M | 2.10% | 444,100 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $461.2M | 2.03% | 2,154,000 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $459.2M | 2.02% | 378,000 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $448.0M | 1.97% | 2,583,000 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $442.6M | 1.95% | 3,890,400 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $423.5M | 1.86% | 1,649,000 | Common | SOLE |
| 46625H100 | JPM | J.P. MORGAN CHASE & CO | $400.4M | 1.76% | 1,242,500 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $399.4M | 1.76% | 4,260,000 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $354.2M | 1.56% | 1,306,400 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $344.3M | 1.51% | 593,000 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $319.5M | 1.40% | 5,810,300 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $307.0M | 1.35% | 1,343,800 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $302.6M | 1.33% | 1,473,965 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $276.9M | 1.22% | 477,900 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $265.5M | 1.17% | 508,000 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $261.6M | 1.15% | 2,743,100 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $261.5M | 1.15% | 1,390,600 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $255.1M | 1.12% | 1,114,000 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $233.0M | 1.02% | 546,500 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $232.6M | 1.02% | 1,193,000 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $219.3M | 0.96% | 466,960 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $214.5M | 0.94% | 551,275 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $204.9M | 0.90% | 981,700 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $200.4M | 0.88% | 813,700 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $193.7M | 0.85% | 320,105 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $193.1M | 0.85% | 3,030,200 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $173.9M | 0.76% | 1,388,100 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $172.7M | 0.76% | 1,640,300 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $171.3M | 0.75% | 487,500 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $169.1M | 0.74% | 630,000 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $167.2M | 0.74% | 942,000 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $160.3M | 0.70% | 465,700 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP/THE | $158.2M | 0.70% | 694,800 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $157.5M | 0.69% | 3,367,700 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $155.7M | 0.68% | 400,000 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTHCARE | $153.5M | 0.67% | 464,800 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $148.3M | 0.65% | 560,000 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $143.4M | 0.63% | 1,750,000 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $142.3M | 0.63% | 248,500 | Common | SOLE |
| 931142103 | WMT | WAL-MART STORES, INC. | $142.2M | 0.63% | 1,277,800 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $128.1M | 0.56% | 1,563,000 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $125.8M | 0.55% | 479,000 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $124.0M | 0.54% | 933,800 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $122.7M | 0.54% | 689,900 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $120.5M | 0.53% | 212,800 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $120.2M | 0.53% | 2,405,200 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $118.8M | 0.52% | 180,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $114.9M | 0.50% | 750,000 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP (NEW) | $114.4M | 0.50% | 139,500 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $111.0M | 0.49% | 882,200 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $103.7M | 0.46% | 365,000 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $102.8M | 0.45% | 19,200 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $102.2M | 0.45% | 555,000 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $101.2M | 0.44% | 966,200 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $100.0M | 0.44% | 814,325 | Common | SOLE |
| 902973304 | USB | U.S. BANCORP | $95.6M | 0.42% | 1,791,500 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $92.9M | 0.41% | 107,700 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $89.0M | 0.39% | 1,306,700 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $74.2M | 0.33% | 2,009,600 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $69.3M | 0.30% | 198,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $65.4M | 0.29% | 114,600 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $60.0M | 0.26% | 233,400 | Common | SOLE |
| 115637209 | BF/B | BROWN-FORMAN CORP | $41.7M | 0.18% | 1,600,000 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $40.0M | 0.18% | 178,637 | 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.