Alecta Tjanstepension Omsesidigt
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Alecta Tjanstepension Omsesidigt reported 40 stock positions worth $18.2 billion. Its top holding was Microsoft (MSFT) at 10.4% of the portfolio, followed by Alphabet Class A (GOOGL, 9.9%) and Amazon.com (AMZN, 7.9%). Compared with Q2 2024, it added to 3 and reduced 6. The biggest buy was Nvidia (NVDA, shares +44%) and the biggest sale Dollar General (DG, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001484429
- Portfolio Value
- $18.2B (Q3 2024)
- SEC Filing
- 0001062993-24-017772 ↗ filed Oct 18, 2024
Holdings Value
Holdings 40 stocks · $18.2B
| MSFT Microsoft Corp. | 10.37% | 4,383,200 | $1.9B | No change |
| GOOGL Alphabet Inc. Class A | 9.90% | 10,846,200 | $1.8B | No change |
| AMZN Amazon.com Inc. | 7.87% | 7,675,500 | $1.4B | Reduce -2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 7.60% | 11,767,065 | $1.4B | Reduce -2.7% |
| V Visa Inc. Class A | 5.69% | 3,765,500 | $1.0B | No change |
| APH Amphenol Corp. Class A | 5.22% | 14,561,600 | $948.5M | Reduce -3.6% |
| TMO Thermo Fisher Scientific Inc. | 4.80% | 1,412,000 | $872.8M | No change |
| TXN Texas Instruments Inc. | 4.43% | 3,897,600 | $805.0M | No change |
| NKE Nike Inc. Class B | 2.89% | 5,937,400 | $524.6M | No change |
| AME Ametek Inc. | 2.66% | 2,819,365 | $484.0M | No change |
| NVDA Nvidia Corp. | 2.65% | 3,969,500 | $482.3M | Add +44.3% |
| NFLX Netflix Inc. | 2.62% | 670,700 | $475.7M | No change |
| SPOT Spotify Technology SA | 2.56% | 1,262,400 | $464.8M | Reduce -12.2% |
| ECL Ecolab Inc. | 2.33% | 1,656,200 | $422.8M | No change |
| LLY Eli Lilly & Co. | 2.22% | 455,700 | $403.4M | No change |
| DHR Danaher Corp. | 1.85% | 1,208,800 | $335.9M | Add +12.3% |
| CTAS Cintas Corp. | 1.85% | 1,630,000 | $335.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.84% | 3,469,400 | $333.6M | No change |
| ITW Illinois Tool Works | 1.78% | 1,236,600 | $323.9M | No change |
| SPGI S&P Global Inc. | 1.63% | 575,000 | $297.0M | No change |
| ROK Rockwell Automation Inc. | 1.61% | 1,093,175 | $293.5M | No change |
| ADI Analog Devices Inc. | 1.59% | 1,256,400 | $289.2M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.42% | 2,593,300 | $258.5M | No change |
| KLAC KLA Corp. | 1.42% | 333,300 | $258.0M | No change |
| COST Costco Wholesale Corp. | 1.37% | 280,000 | $248.1M | No change |
| TSCO Tractor Supply Company | 1.20% | 750,000 | $218.2M | No change |
| BSX Boston Scientific Corp. | 1.14% | 2,473,700 | $207.2M | No change |
| ULTA Ulta Beauty Inc. | 1.11% | 516,405 | $200.9M | Add +14.4% |
| IEX Idex Corp. | 0.94% | 800,000 | $171.6M | No change |
| DG Dollar General Corp. | 0.87% | 1,862,400 | $157.5M | Reduce -9.7% |
| TT Trane Technologies PLC | 0.86% | 400,000 | $155.4M | No change |
| GGG Graco Inc. | 0.84% | 1,750,000 | $153.2M | No change |
| INTC Intel Corp. | 0.75% | 5,829,600 | $136.8M | No change |
| ANSS Ansys Inc. | 0.70% | 400,000 | $127.4M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.61% | 1,350,000 | $111.1M | No change |
| BF.B Brown-Forman Corp. Class B | 0.43% | 1,600,000 | $78.7M | No change |
| BBWI Bath & Body Works Inc. | 0.18% | 1,000,000 | $31.9M | No change |
| CRM Salesforce Inc. | 0.15% | 100,000 | $27.4M | No change |
| POLESTAR AUTOMOTIVE HLDG UK | 0.03% | 2,925,000 | $5.1M | Reduce -50.6% |
| VREX Varex Imaging Corp. | 0.02% | 250,000 | $3.0M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| DG Dollar General Corp. | Reduce -9.7% | 0.87% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 7.87% | −0.64 |
| APH Amphenol Corp. Class A | Reduce -3.6% | 5.22% | −0.45 |
| POLESTAR AUTOMOTIVE HLDG UK | Reduce -50.6% | 0.03% | +0.00 |
| SPOT Spotify Technology SA | Reduce -12.2% | 2.56% | +0.04 |
| TJX TJX Companies Inc. | Reduce -2.7% | 7.60% | +0.18 |
Portfolio Buys Q2 2024 → Q3 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 |