Alecta Tjanstepension Omsesidigt
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Alecta Tjanstepension Omsesidigt reported 40 stock positions worth $17.5 billion. Its top holding was Microsoft (MSFT) at 10.8% of the portfolio, followed by Alphabet Class A (GOOGL, 9.8%) and Amazon.com (AMZN, 8.3%). Compared with Q4 2023, it opened 1 new position, added to 9 and reduced 11. The biggest buy was Eli Lilly (LLY, shares +15%) and the biggest sale Salesforce (CRM, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001484429
- Portfolio Value
- $17.5B (Q1 2024)
- SEC Filing
- 0001062993-24-008933 ↗ filed Apr 29, 2024
Holdings Value
Holdings 40 stocks · $17.5B
| MSFT Microsoft Corp. | 10.79% | 4,493,100 | $1.9B | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 9.77% | 11,329,100 | $1.7B | Reduce -1.4% |
| AMZN Amazon.com Inc. | 8.30% | 8,051,400 | $1.5B | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 7.06% | 12,182,565 | $1.2B | Reduce -3.9% |
| V Visa Inc. Class A | 6.27% | 3,932,500 | $1.1B | No change |
| APH Amphenol Corp. Class A | 4.98% | 7,555,800 | $871.4M | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 4.69% | 1,412,000 | $819.8M | No change |
| TXN Texas Instruments Inc. | 3.88% | 3,897,600 | $678.7M | Reduce -6.7% |
| NKE Nike Inc. Class B | 3.19% | 5,937,400 | $557.9M | Add +2.9% |
| AME Ametek Inc. | 2.95% | 2,819,365 | $515.2M | No change |
| SPOT Spotify Technology SA | 2.74% | 1,812,100 | $478.5M | Reduce -14.8% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.28% | 2,593,300 | $399.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.27% | 3,251,100 | $397.7M | Add +6.6% |
| ECL Ecolab Inc. | 2.18% | 1,656,200 | $382.1M | Reduce -20.3% |
| LLY Eli Lilly & Co. | 2.02% | 455,700 | $353.8M | Add +15.4% |
| ITW Illinois Tool Works | 1.90% | 1,236,600 | $331.8M | Add +9.9% |
| DG Dollar General Corp. | 1.84% | 2,062,400 | $322.2M | No change |
| ROK Rockwell Automation Inc. | 1.82% | 1,093,175 | $318.0M | No change |
| INTC Intel Corp. | 1.67% | 6,634,400 | $292.9M | Add +32.7% |
| NFLX Netflix Inc. | 1.65% | 475,000 | $288.4M | No change |
| CTAS Cintas Corp. | 1.60% | 407,500 | $279.6M | No change |
| ADI Analog Devices Inc. | 1.42% | 1,256,400 | $248.5M | Add +6.9% |
| SPGI S&P Global Inc. | 1.40% | 575,000 | $244.3M | No change |
| ULTA Ulta Beauty Inc. | 1.35% | 451,405 | $236.0M | No change |
| KLAC KLA Corp. | 1.33% | 333,300 | $232.6M | Add +16.9% |
| COST Costco Wholesale Corp. | 1.17% | 280,000 | $205.0M | No change |
| TSCO Tractor Supply Company | 1.12% | 750,000 | $196.2M | No change |
| DHR Danaher Corp. | 1.12% | 782,300 | $195.2M | Add +11.8% |
| IEX Idex Corp. | 1.12% | 800,000 | $195.2M | Add +2.4% |
| GGG Graco Inc. | 0.96% | 1,800,000 | $168.2M | Reduce -5.3% |
| ANSS Ansys Inc. | 0.79% | 400,000 | $138.7M | No change |
| BSX Boston Scientific Corp. | 0.72% | 1,850,000 | $126.7M | No change |
| TT Trane Technologies PLC | 0.69% | 400,000 | $120.0M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.59% | 1,350,000 | $103.7M | No change |
| RMD Resmed Inc. | 0.56% | 494,998 | $98.0M | No change |
| NVDA Nvidia Corp. | 0.53% | 102,100 | $92.2M | New |
| CRM Salesforce Inc. | 0.49% | 286,635 | $86.2M | Reduce -65.9% |
| BF.B Brown-Forman Corp. Class B | 0.47% | 1,600,000 | $82.6M | No change |
| BBWI Bath & Body Works Inc. | 0.29% | 1,000,000 | $50.0M | No change |
| VREX Varex Imaging Corp. | 0.03% | 250,000 | $4.5M | Reduce -68.8% |
Portfolio Sells Q4 2023 → Q1 2024
| CRM Salesforce Inc. | Reduce -65.9% | 0.49% | −0.88 |
| TXN Texas Instruments Inc. | Reduce -6.7% | 3.88% | −0.55 |
| ECL Ecolab Inc. | Reduce -20.3% | 2.18% | −0.38 |
| TJX TJX Companies Inc. | Reduce -3.9% | 7.06% | −0.33 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 9.77% | −0.21 |
| VREX Varex Imaging Corp. | Reduce -68.8% | 0.03% | −0.08 |
| GGG Graco Inc. | Reduce -5.3% | 0.96% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.2% | 10.79% | +0.16 |
| APH Amphenol Corp. Class A | Reduce -2.7% | 4.98% | +0.20 |
| SPOT Spotify Technology SA | Reduce -14.8% | 2.74% | +0.25 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 8.30% | +0.32 |
Portfolio Buys Q4 2023 → Q1 2024
| LLY Eli Lilly & Co. | Add +15.4% | 2.02% | +0.59 |
| DIS The Walt Disney Co. | Add +6.6% | 2.27% | +0.56 |
| NVDA Nvidia Corp. | New | 0.53% | +0.53 |
| KLAC KLA Corp. | Add +16.9% | 1.33% | +0.30 |
| INTC Intel Corp. | Add +32.7% | 1.67% | +0.11 |
| DHR Danaher Corp. | Add +11.8% | 1.12% | +0.11 |
| ITW Illinois Tool Works | Add +9.9% | 1.90% | +0.07 |
| IEX Idex Corp. | Add +2.4% | 1.12% | +0.06 |
| ADI Analog Devices Inc. | Add +6.9% | 1.42% | −0.03 |
| NKE Nike Inc. Class B | Add +2.9% | 3.19% | −0.70 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $23.8B | NVDA, GOOGL, MSFT, AMZN, AVGO |
| Q1 2026 | 78 | $20.5B | NVDA, GOOGL, MSFT, AMZN, AVGO |
| Q4 2025 | 73 | $22.7B | MSFT, GOOGL, NVDA, AMZN, APH |
| Q3 2025 | 68 | $22.4B | MSFT, GOOGL, NVDA, AMZN, APH |
| Q2 2025 | 66 | $21.3B | MSFT, GOOGL, AMZN, NVDA, APH |
| Q1 2025 | 65 | $17.8B | MSFT, GOOGL, AMZN, TJX, APH |
| Q4 2024 | 58 | $19.0B | MSFT, GOOGL, AMZN, V, APH |
| Q3 2024 | 40 | $18.2B | MSFT, GOOGL, AMZN, TJX, V |
| Q2 2024 | 40 | $17.9B | GOOGL, MSFT, AMZN, TJX, APH |
| Q1 2024 | 40 | $17.5B | MSFT, GOOGL, AMZN, TJX, V |