Alecta Tjanstepension Omsesidigt
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Alecta Tjanstepension Omsesidigt reported 58 stock positions worth $19.0 billion. Its top holding was Microsoft (MSFT) at 9.9% of the portfolio, followed by Alphabet Class A (GOOGL, 9.2%) and Amazon.com (AMZN, 7.0%). Compared with Q3 2024, it opened 19 new positions, sold out of 1, added to 8 and reduced 17. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale TJX Companies (TJX, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001484429
- Portfolio Value
- $19.0B (Q4 2024)
- SEC Filing
- 0001062993-25-001698 ↗ filed Feb 5, 2025
Holdings Value
Holdings 58 stocks · $19.0B
| MSFT Microsoft Corp. | 9.93% | 4,471,200 | $1.9B | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 9.22% | 9,232,200 | $1.7B | Reduce -14.9% |
| AMZN Amazon.com Inc. | 6.98% | 6,035,500 | $1.3B | Reduce -21.4% |
| V Visa Inc. Class A | 5.55% | 3,330,700 | $1.1B | Reduce -11.6% |
| APH Amphenol Corp. Class A | 4.77% | 13,031,600 | $905.6M | Reduce -10.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.76% | 7,476,165 | $903.0M | Reduce -36.5% |
| NVDA Nvidia Corp. | 3.61% | 5,104,500 | $684.9M | Add +28.6% |
| TMO Thermo Fisher Scientific Inc. | 3.51% | 1,281,500 | $666.6M | Reduce -9.2% |
| TXN Texas Instruments Inc. | 3.36% | 3,395,600 | $636.7M | Reduce -12.9% |
| AME Ametek Inc. | 2.55% | 2,678,465 | $482.9M | Reduce -5.0% |
| NFLX Netflix Inc. | 2.46% | 524,200 | $467.2M | Reduce -21.8% |
| NKE Nike Inc. Class B | 2.37% | 5,937,400 | $449.4M | No change |
| LLY Eli Lilly & Co. | 2.21% | 542,600 | $419.2M | Add +19.1% |
| SPOT Spotify Technology SA | 2.18% | 923,400 | $412.8M | Reduce -26.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.10% | 3,569,400 | $397.7M | Add +2.9% |
| ECL Ecolab Inc. | 1.72% | 1,389,700 | $325.7M | Reduce -16.1% |
| ITW Illinois Tool Works | 1.65% | 1,236,600 | $313.6M | No change |
| ROK Rockwell Automation Inc. | 1.56% | 1,032,275 | $295.2M | Reduce -5.6% |
| SPGI S&P Global Inc. | 1.51% | 575,000 | $286.6M | No change |
| ADI Analog Devices Inc. | 1.46% | 1,306,400 | $277.6M | Add +4.0% |
| DHR Danaher Corp. | 1.46% | 1,208,800 | $277.6M | No change |
| KLAC KLA Corp. | 1.41% | 423,300 | $266.7M | Add +27.0% |
| CTAS Cintas Corp. | 1.34% | 1,390,600 | $253.9M | Reduce -14.7% |
| BSX Boston Scientific Corp. | 1.29% | 2,743,100 | $245.1M | Add +10.9% |
| AVGO Broadcom Inc. | 1.27% | 1,038,000 | $240.6M | New |
| ULTA Ulta Beauty Inc. | 1.18% | 516,405 | $224.6M | No change |
| TSCO Tractor Supply Company | 1.05% | 3,750,000 | $199.0M | No change |
| MRK Merck & Co. Inc. | 1.04% | 1,978,900 | $196.9M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 1.02% | 2,593,300 | $194.4M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.99% | 4,251,000 | $186.9M | New |
| ABBV Abbvie Inc. | 0.98% | 1,048,600 | $186.4M | New |
| COST Costco Wholesale Corp. | 0.98% | 201,900 | $185.0M | Reduce -27.9% |
| IEX Idex Corp. | 0.88% | 800,000 | $167.5M | No change |
| AMD Advanced Micro Devices | 0.87% | 1,374,000 | $166.0M | New |
| AMAT Applied Materials Inc. | 0.83% | 968,000 | $157.4M | New |
| AAPL Apple Inc. | 0.78% | 592,000 | $148.2M | New |
| TT Trane Technologies PLC | 0.78% | 400,000 | $147.8M | No change |
| GGG Graco Inc. | 0.78% | 1,750,000 | $147.5M | No change |
| ANSS Ansys Inc. | 0.71% | 400,000 | $134.9M | No change |
| DG Dollar General Corp. | 0.70% | 1,762,400 | $133.6M | Reduce -5.4% |
| USB US Bancorp | 0.59% | 2,325,000 | $111.3M | New |
| INTC Intel Corp. | 0.56% | 5,329,600 | $106.9M | Reduce -8.6% |
| SNPS Synopsys Inc. | 0.55% | 216,000 | $104.7M | New |
| MKC McCormick & Co.-Non VTG SHRS | 0.47% | 1,159,900 | $88.4M | Reduce -14.1% |
| ADBE Adobe Inc. | 0.46% | 198,000 | $88.0M | New |
| ZTS Zoetis Inc. | 0.44% | 514,200 | $83.8M | New |
| PNC PNC Financial Services Group | 0.41% | 402,800 | $77.7M | New |
| SYK Stryker Corp. | 0.34% | 176,500 | $63.6M | New |
| BF.B Brown-Forman Corp. Class B | 0.32% | 1,600,000 | $60.8M | No change |
| ACN Accenture PLC Class A | 0.31% | 167,000 | $58.8M | New |
| ABT Abbott Laboratories | 0.28% | 475,300 | $53.8M | New |
| CRM Salesforce Inc. | 0.28% | 160,000 | $53.5M | Add +60.0% |
| PODD Insulet Corp. | 0.28% | 203,800 | $53.2M | New |
| COO The Cooper Cos Inc. | 0.26% | 539,000 | $49.6M | New |
| CAT Caterpillar Inc. | 0.25% | 131,600 | $47.8M | New |
| BBWI Bath & Body Works Inc. | 0.20% | 1,000,000 | $38.8M | No change |
| ORCL Oracle Corp. | 0.16% | 180,000 | $30.0M | New |
| POLESTAR AUTOMOTIVE HLDG UK | 0.02% | 2,925,000 | $3.1M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TJX TJX Companies Inc. | Reduce -36.5% | 4.76% | −2.84 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.2% | 3.51% | −1.29 |
| TXN Texas Instruments Inc. | Reduce -12.9% | 3.36% | −1.07 |
| AMZN Amazon.com Inc. | Reduce -21.4% | 6.98% | −0.89 |
| GOOGL Alphabet Inc. Class A | Reduce -14.9% | 9.22% | −0.69 |
| ECL Ecolab Inc. | Reduce -16.1% | 1.72% | −0.61 |
| CTAS Cintas Corp. | Reduce -14.7% | 1.34% | −0.51 |
| APH Amphenol Corp. Class A | Reduce -10.5% | 4.77% | −0.45 |
| COST Costco Wholesale Corp. | Reduce -27.9% | 0.98% | −0.39 |
| SPOT Spotify Technology SA | Reduce -26.9% | 2.18% | −0.38 |
| INTC Intel Corp. | Reduce -8.6% | 0.56% | −0.19 |
| DG Dollar General Corp. | Reduce -5.4% | 0.70% | −0.16 |
| NFLX Netflix Inc. | Reduce -21.8% | 2.46% | −0.15 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -14.1% | 0.47% | −0.15 |
| V Visa Inc. Class A | Reduce -11.6% | 5.55% | −0.14 |
| AME Ametek Inc. | Reduce -5.0% | 2.55% | −0.12 |
| ROK Rockwell Automation Inc. | Reduce -5.6% | 1.56% | −0.06 |
| VREX Varex Imaging Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | New | 1.27% | +1.27 |
| MRK Merck & Co. Inc. | New | 1.04% | +1.04 |
| BAC Bank of America Corp. | New | 0.99% | +0.99 |
| ABBV Abbvie Inc. | New | 0.98% | +0.98 |
| NVDA Nvidia Corp. | Add +28.6% | 3.61% | +0.96 |
| AMD Advanced Micro Devices | New | 0.87% | +0.87 |
| AMAT Applied Materials Inc. | New | 0.83% | +0.83 |
| AAPL Apple Inc. | New | 0.78% | +0.78 |
| USB US Bancorp | New | 0.59% | +0.59 |
| SNPS Synopsys Inc. | New | 0.55% | +0.55 |
| ADBE Adobe Inc. | New | 0.46% | +0.46 |
| ZTS Zoetis Inc. | New | 0.44% | +0.44 |
| PNC PNC Financial Services Group | New | 0.41% | +0.41 |
| SYK Stryker Corp. | New | 0.34% | +0.34 |
| ACN Accenture PLC Class A | New | 0.31% | +0.31 |
| ABT Abbott Laboratories | New | 0.28% | +0.28 |
| PODD Insulet Corp. | New | 0.28% | +0.28 |
| COO The Cooper Cos Inc. | New | 0.26% | +0.26 |
| DIS The Walt Disney Co. | Add +2.9% | 2.10% | +0.26 |
| CAT Caterpillar Inc. | New | 0.25% | +0.25 |
| ORCL Oracle Corp. | New | 0.16% | +0.16 |
| BSX Boston Scientific Corp. | Add +10.9% | 1.29% | +0.15 |
| CRM Salesforce Inc. | Add +60.0% | 0.28% | +0.13 |
| LLY Eli Lilly & Co. | Add +19.1% | 2.21% | −0.01 |
| KLAC KLA Corp. | Add +27.0% | 1.41% | −0.01 |
| ADI Analog Devices Inc. | Add +4.0% | 1.46% | −0.13 |
| MSFT Microsoft Corp. | Add +2.0% | 9.93% | −0.44 |
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 |