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Alecta Tjanstepension Omsesidigt

CIK 1484429 · latest 13F filed 23 July 2026 · Read the filing on EDGAR

Alecta Tjanstepension Omsesidigt reported 91 US-listed holdings worth $23.77 billion in its 13F for the quarter ended 30 June 2026, filed 23 July 2026. Its largest: NVIDIA Corp. (8.3%), Alphabet Inc. (8.2%) and Microsoft Corp. (6.7%). Against the quarter before, it opened 14 positions, added to 24, trimmed 24 and sold out of 1.

Reported holdings$23.77B+15.9% on Q1 2026
Positions91+13 on Q1 2026
The largest ten45.3%of its reported holdings
Latest 13FQ2 2026filed 23 July 2026
Where the money is
Added toHeldTrimmed
NVDA8.3%GOOGL8.2%MSFT6.7%AMZN5.0%AVGO4.1%AAPL3.2%META2.6%JPM2.6%AMD2.3%AMAT2.2%V2.1%TXN2.1%LLY2.1%APH2.0%77 more46.3%

The 14 largest of its 91 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $18.17 billion in 40 positions$18.2BQ3 24Q4 2024: $18.97 billion in 58 positions$19.0BQ4 24Q1 2025: $17.85 billion in 65 positions$17.8BQ1 25Q2 2025: $21.32 billion in 66 positions$21.3BQ2 25Q3 2025: $22.42 billion in 68 positions$22.4BQ3 25Q4 2025: $22.75 billion in 73 positions$22.7BQ4 25Q1 2026: $20.52 billion in 78 positions$20.5BQ1 26Q2 2026: $23.77 billion in 91 positions$23.8BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 14Added 24Held 29Trimmed 24Sold out 1
Opened: 14Added: 24Held: 29Trimmed: 24Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 14

  1. Cisco Systems, Inc. CSCO$229.3 million
  2. Micron Technology Inc. MU$208.4 million
  3. Coca-Cola Co. KO$197.5 million
  4. Qualcomm Inc. QCOM$128.4 million
  5. Newmont Corp. NEM$50.7 million
  6. Freeport-McMoRan Inc. FCX$43.4 million
  7. CRH Public Ltd. Co. CRH$35.3 million
  8. Vulcan Materials Co. VMC$30.8 million

and 6 more in the table below

Added to 24

  1. KLA Corp. KLAC+992,000 shares · +498%
  2. Meta Platforms, Inc. META+460,300 shares · +73%
  3. JPMorgan Chase & Co. JPM+414,200 shares · +29%
  4. Booking Holdings Inc. BKNG+488,300 shares · +1900%
  5. Progressive Corp. PGR+396,600 shares · +57%
  6. Costco Wholesale Corp. COST+81,100 shares · +96%
  7. Dollar General Corp. DG+617,700 shares · +104%
  8. KKR & Co. Inc. KKR+762,300 shares · +103%

and 16 more in the table below

Trimmed 24

  1. Advanced Micro Devices Inc. AMD-763,900 shares · -44%
  2. TJX Companies Inc. TJX-1.6 million shares · -44%
  3. Walt Disney Co. DIS-2.3 million shares · -72%
  4. Texas Instruments Inc. TXN-629,300 shares · -27%
  5. Applied Materials Inc. AMAT-139,900 shares · -16%
  6. Illinois Tool Works Inc. ITW-355,900 shares · -59%
  7. Graco Inc. GGG-1.2 million shares · -77%
  8. Amphenol Corp. APH-442,600 shares · -14%

and 16 more in the table below

Sold out of 1

  1. U.S. Bancorp USB$77.0 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA9,841,100$1.97 billion8.27%+133,200
Alphabet Inc. GOOGL5,469,800$1.95 billion8.22%-172,700
Microsoft Corp. MSFT4,300,000$1.60 billion6.74%no change
Amazon.com Inc. AMZN4,992,300$1.19 billion5.00%-81,200
Broadcom Inc. AVGO2,578,100$972.0 million4.09%+99,200
Apple Inc. AAPL2,656,000$767.8 million3.23%no change
Meta Platforms, Inc. META1,090,500$613.8 million2.58%+460,300
JPMorgan Chase & Co. JPM1,860,500$608.8 million2.56%+414,200
Advanced Micro Devices Inc. AMD961,600$557.9 million2.35%-763,900
Applied Materials Inc. AMAT735,500$531.8 million2.24%-139,900
Visa Inc. V1,489,000$510.1 million2.15%+81,400
Texas Instruments Inc. TXN1,704,000$507.7 million2.14%-629,300
Eli Lilly & Co. LLY421,700$505.7 million2.13%no change
Amphenol Corp. APH2,732,400$481.8 million2.03%-442,600
Analog Devices Inc. ADI923,300$366.4 million1.54%-60,700
KLA Corp. KLAC1,191,000$358.7 million1.51%+992,000
AbbVie Inc. ABBV1,393,700$350.1 million1.47%no change
Palo Alto Networks Inc. PANW1,025,000$349.1 million1.47%no change
Netflix Inc. NFLX4,260,000$304.0 million1.28%no change
TJX Companies Inc. TJX1,988,065$301.2 million1.27%-1,578,000
Fifth Third Bancorp FITB5,017,000$282.7 million1.19%+1,088,700
Intel Corp. INTC2,009,600$280.3 million1.18%no change
Mastercard Inc. MA540,360$277.4 million1.17%no change
Spotify Technology S.A. SPOT593,000$272.2 million1.15%no change
PNC Financial Services Group, Inc. PNC1,105,000$271.9 million1.14%+123,300
Progressive Corp. PGR1,091,400$238.2 million1.00%+396,600
Caterpillar Inc. CAT219,600$233.8 million0.98%-28,900
Cisco Systems, Inc. CSCO1,953,400$229.3 million0.96%new
Bank of America Corp. BAC4,003,200$228.0 million0.96%no change
UnitedHealth Group Inc. UNH533,000$221.4 million0.93%+68,200
Walmart Inc. WMT1,921,100$217.3 million0.91%+236,900
Cintas Corp. CTAS1,275,500$216.9 million0.91%no change
Johnson & Johnson JNJ853,100$216.7 million0.91%+246,000
Synopsys Inc. SNPS484,860$216.2 million0.91%no change
Merck & Co., Inc. MRK1,640,300$210.6 million0.89%no change
Micron Technology Inc. MU181,120$208.4 million0.88%new
Morgan Stanley MS993,500$207.6 million0.87%-285,600
Coca-Cola Co. KO2,431,000$197.5 million0.83%new
S&P Global Inc. SPGI483,600$186.0 million0.78%-24,400
Rockwell Automation, Inc. ROK364,875$180.6 million0.76%-47,600
Thermo Fisher Scientific Inc. TMO356,000$178.2 million0.75%+3,800
AMETEK Inc. AME730,365$176.6 million0.74%no change
Stryker Corp. SYK547,900$172.5 million0.73%no change
Linde plc LIN309,100$160.4 million0.67%-74,700
Costco Wholesale Corp. COST166,000$155.2 million0.65%+81,100
Oracle Corp. ORCL1,035,000$151.8 million0.64%no change
Abbott Laboratories ABT1,609,200$145.9 million0.61%+153,500
ServiceNow, Inc. NOW1,459,400$144.9 million0.61%no change
Dollar General Corp. DG1,213,600$139.7 million0.59%+617,700
KKR & Co. Inc. KKR1,502,000$137.8 million0.58%+762,300
Boston Scientific Corp. BSX3,117,000$133.0 million0.56%+251,100
Ulta Beauty, Inc. ULTA286,505$129.1 million0.54%+64,000
Salesforce, Inc. CRM821,040$128.6 million0.54%no change
Qualcomm Inc. QCOM695,000$128.4 million0.54%new
Danaher Corp. DHR646,900$123.1 million0.52%-232,400
Intuitive Surgical Inc. ISRG298,000$118.5 million0.50%+34,100
Parker-Hannifin Corp. PH117,200$114.6 million0.48%+47,160
Trane Technologies plc TT229,400$112.6 million0.47%no change
Cooper Companies, Inc. COO1,563,000$112.1 million0.47%no change
McKesson Corp. MCK139,500$105.3 million0.44%no change
Estee Lauder Companies Inc. EL1,325,500$104.6 million0.44%+136,900
Gilead Sciences, Inc. GILD814,325$102.8 million0.43%no change
Ecolab Inc. ECL360,300$100.3 million0.42%-118,700
Booking Holdings Inc. BKNG514,000$91.6 million0.39%+488,300
Idex Corp. IEX379,500$86.1 million0.36%-199,500
Walt Disney Co. DIS869,500$83.7 million0.35%-2,274,400
Accenture plc ACN630,000$78.4 million0.33%no change
Home Depot, Inc. HD219,100$77.2 million0.32%-186,400
Insulet Corp. PODD469,400$71.5 million0.30%+75,100
Illinois Tool Works Inc. ITW247,600$67.0 million0.28%-355,900
Intuit Inc. INTU255,240$66.6 million0.28%no change
McCormick & Co. Inc. MKC1,306,700$65.9 million0.28%no change
Zoetis Inc. ZTS882,200$63.4 million0.27%no change
Tractor Supply Co. TSCO1,703,400$53.8 million0.23%-494,300
Newmont Corp. NEM543,500$50.7 million0.21%new
Cadence Design Systems Inc. CDNS133,000$49.9 million0.21%no change
Sherwin Williams Co. SHW128,000$44.0 million0.19%no change
Freeport-McMoRan Inc. FCX689,800$43.4 million0.18%new
Adobe Inc. ADBE198,000$40.6 million0.17%no change
Nike, Inc. NKE882,300$36.2 million0.15%-1,220,000
CRH Public Ltd. Co. CRH329,500$35.3 million0.15%new
Automatic Data Processing Inc. ADP140,000$31.3 million0.13%-93,400
Vulcan Materials Co. VMC104,320$30.8 million0.13%new
Graco Inc. GGG350,865$26.5 million0.11%-1,184,235
Credo Technology Group Holdi CRDO87,000$23.6 million0.10%new
Xylem Inc. XYL175,000$20.7 million0.09%new
Eaton Corp. plc ETN51,064$20.6 million0.09%new
Emerson Electric Co. EMR143,300$20.6 million0.09%new
Amrize Ltd AMRZ274,013$14.6 million0.06%new
Mobility Global Inc. MBGL508,000$11.2 million0.05%new
Verisk Analytics, Inc. VRSK1,930$346,2420.00%-176,707
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.