Alecta Tjanstepension Omsesidigt
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 31, 2024), Alecta Tjanstepension Omsesidigt reported 40 stock positions worth $17.9 billion. Its top holding was Alphabet Class A (GOOGL) at 11.0% of the portfolio, followed by Microsoft (MSFT, 10.9%) and Amazon.com (AMZN, 8.5%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 5 and reduced 9. The biggest buy was Nvidia (NVDA, shares +169%) and the biggest sale Visa Class A (V, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001484429
- Portfolio Value
- $17.9B (Q2 2024)
- SEC Filing
- 0001062993-24-014199 ↗ filed Jul 31, 2024
Holdings Value
Holdings 40 stocks · $17.9B
| GOOGL Alphabet Inc. Class A | 11.00% | 10,846,200 | $2.0B | Reduce -4.3% |
| MSFT Microsoft Corp. | 10.91% | 4,383,200 | $2.0B | Reduce -2.5% |
| AMZN Amazon.com Inc. | 8.51% | 7,900,500 | $1.5B | Reduce -1.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 7.43% | 12,097,065 | $1.3B | Reduce -0.7% |
| APH Amphenol Corp. Class A | 5.67% | 15,111,600 | $1.0B | No change |
| V Visa Inc. Class A | 5.50% | 3,765,500 | $987.7M | Reduce -4.3% |
| TMO Thermo Fisher Scientific Inc. | 4.35% | 1,412,000 | $779.9M | No change |
| TXN Texas Instruments Inc. | 4.22% | 3,897,600 | $757.6M | No change |
| AME Ametek Inc. | 2.62% | 2,819,365 | $470.0M | No change |
| NFLX Netflix Inc. | 2.52% | 670,700 | $452.4M | Add +41.2% |
| SPOT Spotify Technology SA | 2.52% | 1,437,500 | $451.9M | Reduce -20.7% |
| NKE Nike Inc. Class B | 2.49% | 5,937,400 | $447.4M | No change |
| LLY Eli Lilly & Co. | 2.30% | 455,700 | $412.8M | No change |
| ECL Ecolab Inc. | 2.20% | 1,656,200 | $394.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.92% | 3,469,400 | $344.1M | Add +6.7% |
| NVDA Nvidia Corp. | 1.89% | 2,751,000 | $339.5M | Add +169.4% |
| ROK Rockwell Automation Inc. | 1.68% | 1,093,175 | $300.7M | No change |
| ITW Illinois Tool Works | 1.63% | 1,236,600 | $292.7M | No change |
| ADI Analog Devices Inc. | 1.60% | 1,256,400 | $286.7M | No change |
| CTAS Cintas Corp. | 1.59% | 407,500 | $284.5M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.54% | 2,593,300 | $275.8M | No change |
| KLAC KLA Corp. | 1.53% | 333,300 | $274.6M | No change |
| DG Dollar General Corp. | 1.52% | 2,062,400 | $272.7M | No change |
| DHR Danaher Corp. | 1.50% | 1,076,500 | $268.9M | Add +37.6% |
| SPGI S&P Global Inc. | 1.43% | 575,000 | $256.6M | No change |
| COST Costco Wholesale Corp. | 1.33% | 280,000 | $238.0M | No change |
| TSCO Tractor Supply Company | 1.13% | 750,000 | $202.5M | No change |
| BSX Boston Scientific Corp. | 1.06% | 2,473,700 | $190.5M | Add +33.7% |
| INTC Intel Corp. | 1.01% | 5,829,600 | $180.4M | Reduce -12.1% |
| ULTA Ulta Beauty Inc. | 0.97% | 451,405 | $174.2M | No change |
| IEX Idex Corp. | 0.90% | 800,000 | $160.9M | No change |
| GGG Graco Inc. | 0.77% | 1,750,000 | $138.6M | Reduce -2.8% |
| TT Trane Technologies PLC | 0.73% | 400,000 | $131.7M | No change |
| ANSS Ansys Inc. | 0.72% | 400,000 | $128.5M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.53% | 1,350,000 | $95.7M | No change |
| BF.B Brown-Forman Corp. Class B | 0.39% | 1,600,000 | $69.2M | No change |
| BBWI Bath & Body Works Inc. | 0.22% | 1,000,000 | $39.1M | No change |
| CRM Salesforce Inc. | 0.14% | 100,000 | $25.7M | Reduce -65.1% |
| POLESTAR AUTOMOTIVE HLDG UK | 0.03% | 5,925,000 | $4.7M | New |
| VREX Varex Imaging Corp. | 0.02% | 250,000 | $3.7M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| V Visa Inc. Class A | Reduce -4.3% | 5.50% | −0.76 |
| INTC Intel Corp. | Reduce -12.1% | 1.01% | −0.67 |
| RMD Resmed Inc. | Sold out | 0.00% | −0.56 |
| CRM Salesforce Inc. | Reduce -65.1% | 0.14% | −0.35 |
| SPOT Spotify Technology SA | Reduce -20.7% | 2.52% | −0.22 |
| GGG Graco Inc. | Reduce -2.8% | 0.77% | −0.19 |
| MSFT Microsoft Corp. | Reduce -2.5% | 10.91% | +0.12 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 8.51% | +0.21 |
| TJX TJX Companies Inc. | Reduce -0.7% | 7.43% | +0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -4.3% | 11.00% | +1.24 |
Portfolio Buys Q1 2024 → Q2 2024
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 |