Holders — by stockHoldings — by fund
Alecta Tjanstepension Omsesidigt
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001484429
$23.77B
disclosed book value
91
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 91 of 91 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 9.8M | $1.97B | 8.3% |
| 2 | GOOGLALPHABET INC | 5.5M | $1.95B | 8.2% |
| 3 | MSFTMICROSOFT CORP | 4.3M | $1.60B | 6.7% |
| 4 | AMZNAMAZON.COM INC. | 5.0M | $1.19B | 5% |
| 5 | AVGOBROADCOM CORPORATION | 2.6M | $972.0M | 4.1% |
| 6 | AAPLAPPLE INC | 2.7M | $767.8M | 3.2% |
| 7 | METAMETA PLATFORMS INC | 1.1M | $613.8M | 2.6% |
| 8 | JPMJ.P. MORGAN CHASE & CO | 1.9M | $608.8M | 2.6% |
| 9 | AMDADVANCED MICRO DEV | 961,600 | $557.9M | 2.3% |
| 10 | AMATAPPLIED MATERIALS INC | 735,500 | $531.8M | 2.2% |
| 11 | VVISA INC A | 1.5M | $510.1M | 2.1% |
| 12 | TXNTEXAS INSTRUMENTS | 1.7M | $507.7M | 2.1% |
| 13 | LLYELI LILLY & CO | 421,700 | $505.7M | 2.1% |
| 14 | APHAMPHENOL CORPORATION | 2.7M | $481.8M | 2% |
| 15 | ADIANALOG DEVICES | 923,300 | $366.4M | 1.5% |
| 16 | KLACKLA CORP | 1.2M | $358.7M | 1.5% |
| 17 | ABBVABBVIE INC | 1.4M | $350.1M | 1.5% |
| 18 | PANWPALO ALTO NETWORKS INC | 1.0M | $349.1M | 1.5% |
| 19 | NFLXNETFLIX INC | 4.3M | $304.0M | 1.3% |
| 20 | TJXTJX COS INC | 2.0M | $301.2M | 1.3% |
| 21 | FITBFIFTH THIRD BANCORP | 5.0M | $282.7M | 1.2% |
| 22 | INTCINTEL CORP | 2.0M | $280.3M | 1.2% |
| 23 | MAMASTERCARD INC | 540,360 | $277.4M | 1.2% |
| 24 | SPOTSPOTIFY TECHNOLOGY S.A | 593,000 | $272.2M | 1.1% |
| 25 | PNCPNC BANK CORP | 1.1M | $271.9M | 1.1% |
| 26 | PGRPROGRESSIVE CORP/THE | 1.1M | $238.2M | 1% |
| 27 | CATCATERPILLAR INC. | 219,600 | $233.8M | 1% |
| 28 | CSCOCISCO SYSTEMS INC | 2.0M | $229.3M | 1% |
| 29 | BACBANK OF AMERICA CORPORATION | 4.0M | $228.0M | 1% |
| 30 | UNHUNITED HEALTHCARE | 533,000 | $221.4M | 0.9% |
| 31 | WMTWAL-MART STORES, INC. | 1.9M | $217.3M | 0.9% |
| 32 | CTASCINTAS CORPORATION | 1.3M | $216.9M | 0.9% |
| 33 | JNJJOHNSON & JOHNSON | 853,100 | $216.7M | 0.9% |
| 34 | SNPSSYNOPSYS INC. | 484,860 | $216.2M | 0.9% |
| 35 | MRKMERCK & CO | 1.6M | $210.6M | 0.9% |
| 36 | MUMICRON TECHNOLOGY INC | 181,120 | $208.4M | 0.9% |
| 37 | MSMORGAN STANLEY | 993,500 | $207.6M | 0.9% |
| 38 | KOCOCA-COLA CO/THE | 2.4M | $197.5M | 0.8% |
| 39 | SPGIS&P GLOBAL INC | 483,600 | $186.0M | 0.8% |
| 40 | ROKROCKWELL AUTOMATION INC | 364,875 | $180.6M | 0.8% |
| 41 | TMOTHERMO FISHER SCIENTIFIC INC | 356,000 | $178.2M | 0.7% |
| 42 | AMEAMETEK INC | 730,365 | $176.6M | 0.7% |
| 43 | SYKSTRYKER CORP | 547,900 | $172.5M | 0.7% |
| 44 | LINLINDE PLC | 309,100 | $160.4M | 0.7% |
| 45 | COSTCOSTCO WHOLESALE CORP | 166,000 | $155.2M | 0.7% |
| 46 | ORCLORACLE CORP | 1.0M | $151.8M | 0.6% |
| 47 | ABTABBOTT LABS | 1.6M | $145.9M | 0.6% |
| 48 | NOWSERVICENOW INC | 1.5M | $144.9M | 0.6% |
| 49 | DGDOLLAR GENERAL | 1.2M | $139.7M | 0.6% |
| 50 | KKRKKR & CO INC | 1.5M | $137.8M | 0.6% |
| 51 | BSXBOSTON SCIENTIFIC CORP | 3.1M | $133.0M | 0.6% |
| 52 | ULTAULTA BEAUTY INC | 286,505 | $129.1M | 0.5% |
| 53 | CRMSALESFORCE COM INC | 821,040 | $128.6M | 0.5% |
| 54 | QCOMQUALCOMM INC | 695,000 | $128.4M | 0.5% |
| 55 | DHRDANAHER CORP | 646,900 | $123.1M | 0.5% |
| 56 | ISRGINTUITIVE SURGICAL INC | 298,000 | $118.5M | 0.5% |
| 57 | PHPARKER-HANNIFIN CORP | 117,200 | $114.6M | 0.5% |
| 58 | TTTRANE TECHNOLOGIES PLC | 229,400 | $112.6M | 0.5% |
| 59 | COOCOOPER COS INC/THE | 1.6M | $112.1M | 0.5% |
| 60 | MCKMCKESSON CORP (NEW) | 139,500 | $105.3M | 0.4% |
| 61 | ELLAUDER (ESTEE) CO. | 1.3M | $104.6M | 0.4% |
| 62 | GILDGILEAD SCIENCES INC | 814,325 | $102.8M | 0.4% |
| 63 | ECLECOLAB | 360,300 | $100.3M | 0.4% |
| 64 | BKNGBOOKING HOLDINGS INC | 514,000 | $91.6M | 0.4% |
| 65 | IEXIDEX CORP | 379,500 | $86.1M | 0.4% |
| 66 | DISWALT DISNEY CO/THE | 869,500 | $83.7M | 0.4% |
| 67 | ACNACCENTURE PLC | 630,000 | $78.4M | 0.3% |
| 68 | HDHOME DEPOT INC | 219,100 | $77.2M | 0.3% |
| 69 | PODDINSULET CORP | 469,400 | $71.5M | 0.3% |
| 70 | ITWILLINOIS TOOL WORKS INC | 247,600 | $67.0M | 0.3% |
| 71 | INTUINTUIT INC | 255,240 | $66.6M | 0.3% |
| 72 | MKCMCCORMICK & CO INC/MD | 1.3M | $65.9M | 0.3% |
| 73 | ZTSZOETIS INC | 882,200 | $63.4M | 0.3% |
| 74 | TSCOTRACTOR SUPPLY CO | 1.7M | $53.8M | 0.2% |
| 75 | NEMNEWMONT CORP | 543,500 | $50.7M | 0.2% |
| 76 | CDNSCADENCE DESIGN SYSTEMS INC | 133,000 | $49.9M | 0.2% |
| 77 | SHWSHERWIN-WILLIAMS | 128,000 | $44.0M | 0.2% |
| 78 | FCXFREEPORT-MCMORAN INC | 689,800 | $43.4M | 0.2% |
| 79 | ADBEADOBE SYSTEMS | 198,000 | $40.6M | 0.2% |
| 80 | NKENIKE INC | 882,300 | $36.2M | 0.2% |
| 81 | CRHCRH PLC | 329,500 | $35.3M | 0.1% |
| 82 | ADPAUTOMATIC DATA PROCESSING INC | 140,000 | $31.3M | 0.1% |
| 83 | VMCVULCAN MATERIALS CO | 104,320 | $30.8M | 0.1% |
| 84 | GGGGRACO INC | 350,865 | $26.5M | 0.1% |
| 85 | CRDOCREDO TECHNOLOGY GROUP HOLDING | 87,000 | $23.6M | 0.1% |
| 86 | XYLXYLEM INC/NY | 175,000 | $20.7M | 0.1% |
| 87 | ETNEATON CORP | 51,064 | $20.6M | 0.1% |
| 88 | EMREMERSON ELECTRIC CO | 143,300 | $20.6M | 0.1% |
| 89 | AMRZAMRIZE LTD | 274,013 | $14.6M | 0.1% |
| 90 | MBGLMOBILITY GLOBAL INC | 508,000 | $11.2M | 0% |
| 91 | VRSKVERISK ANALYTICS INC | 1,930 | $346,242 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.