Q1 2026 · 13F-HR
Alecta Tjanstepension Omsesidigtholdings as filed
Filed 2026-04-28 · accession 0001062993-26-002177
$20.52B
Reported value
78
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORP | $1.69B | 8.25% | 9,707,900 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.62B | 7.91% | 5,642,500 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.59B | 7.76% | 4,300,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC. | $1.06B | 5.15% | 5,073,500 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM CORPORATION | $766.8M | 3.74% | 2,478,900 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $673.7M | 3.28% | 2,656,000 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $569.5M | 2.78% | 3,566,065 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $452.9M | 2.21% | 2,333,300 | Common | SOLE |
| 46625H100 | JPM | J.P. MORGAN CHASE & CO | $425.4M | 2.07% | 1,446,300 | Common | SOLE |
| 92826C839 | V | VISA INC A | $425.3M | 2.07% | 1,407,600 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $409.6M | 2.00% | 4,260,000 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORPORATION | $401.1M | 1.95% | 3,175,000 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $388.0M | 1.89% | 421,700 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $360.5M | 1.76% | 630,200 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEV | $350.7M | 1.71% | 1,725,500 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES | $312.8M | 1.52% | 984,000 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $303.0M | 1.48% | 1,393,700 | Common | SOLE |
| 254687106 | DIS | WALT DISNEY CO/THE | $302.9M | 1.48% | 3,143,900 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATERIALS INC | $298.9M | 1.46% | 875,400 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $292.8M | 1.43% | 199,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S.A | $287.3M | 1.40% | 593,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC | $270.0M | 1.32% | 540,360 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $216.0M | 1.05% | 508,000 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORPORATION | $215.7M | 1.05% | 1,275,500 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $210.4M | 1.03% | 1,279,100 | Common | SOLE |
| 931142103 | WMT | WAL-MART STORES, INC. | $209.1M | 1.02% | 1,684,200 | Common | SOLE |
| 693475105 | PNC | PNC BANK CORP | $204.2M | 1.00% | 981,700 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO | $197.3M | 0.96% | 1,640,300 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORPORATION | $195.1M | 0.95% | 4,003,200 | Common | SOLE |
| 871607107 | SNPS | SYNOPSYS INC. | $192.1M | 0.94% | 484,860 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $190.2M | 0.93% | 383,800 | Common | SOLE |
| 316773100 | FITB | FIFTH THIRD BANCORP | $182.5M | 0.89% | 3,928,300 | Common | SOLE |
| 863667101 | SYK | STRYKER CORP | $180.0M | 0.88% | 547,900 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $179.7M | 0.88% | 2,865,900 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC. | $176.0M | 0.86% | 248,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $173.2M | 0.84% | 352,200 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP | $166.6M | 0.81% | 879,300 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $164.3M | 0.80% | 1,025,000 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WORKS INC | $157.0M | 0.77% | 603,500 | Common | SOLE |
| 031100100 | AME | AMETEK INC | $156.5M | 0.76% | 730,365 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE COM INC | $153.2M | 0.75% | 821,040 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $152.6M | 0.74% | 1,459,400 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $152.2M | 0.74% | 1,035,000 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $149.3M | 0.73% | 1,455,700 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $148.4M | 0.72% | 607,100 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $147.9M | 0.72% | 412,475 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP/THE | $137.7M | 0.67% | 694,800 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $133.3M | 0.65% | 405,500 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $130.0M | 0.63% | 1,535,100 | Common | SOLE |
| 278865100 | ECL | ECOLAB | $127.4M | 0.62% | 479,000 | Common | SOLE |
| 91324P102 | UNH | UNITED HEALTHCARE | $125.7M | 0.61% | 464,800 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC | $124.8M | 0.61% | 630,000 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $121.7M | 0.59% | 263,900 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP (NEW) | $120.7M | 0.59% | 139,500 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $116.2M | 0.57% | 222,505 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $113.5M | 0.55% | 814,325 | Common | SOLE |
| 216648501 | COO | COOPER COS INC/THE | $111.7M | 0.54% | 1,563,000 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $111.0M | 0.54% | 2,102,300 | Common | SOLE |
| 461202103 | INTU | INTUIT INC | $110.3M | 0.54% | 255,240 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $109.7M | 0.53% | 579,000 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $108.1M | 0.53% | 25,700 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $104.2M | 0.51% | 882,200 | Common | SOLE |
| 892356106 | TSCO | TRACTOR SUPPLY CO | $99.6M | 0.49% | 2,197,700 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $95.6M | 0.47% | 229,400 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $88.7M | 0.43% | 2,009,600 | Common | SOLE |
| 518439104 | EL | LAUDER (ESTEE) CO. | $85.3M | 0.42% | 1,188,600 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $84.6M | 0.41% | 84,900 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $82.7M | 0.40% | 394,300 | Common | SOLE |
| 902973304 | USB | U.S. BANCORP | $77.0M | 0.38% | 1,480,500 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL | $70.7M | 0.34% | 595,900 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $68.5M | 0.33% | 739,700 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC/MD | $65.9M | 0.32% | 1,306,700 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $62.6M | 0.31% | 70,040 | Common | SOLE |
| 00724F101 | ADBE | ADOBE SYSTEMS | $48.1M | 0.23% | 198,000 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $47.4M | 0.23% | 233,400 | Common | SOLE |
| 824348106 | SHW | SHERWIN-WILLIAMS | $41.0M | 0.20% | 128,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEMS INC | $36.9M | 0.18% | 133,000 | Common | SOLE |
| 92345Y106 | VRSK | VERISK ANALYTICS INC | $33.9M | 0.17% | 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.