Alecta Tjanstepension Omsesidigt 13F holdings
Alecta Tjanstepension Omsesidigt reported 91 positions with a total reported value of $23.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-23. Top holdings by reported value: NVDA NVIDIA CORP (8.3%), GOOGL ALPHABET INC (8.2%), MSFT MICROSOFT CORP (6.7%), AMZN AMAZON.COM INC. (5.0%), AVGO BROADCOM CORPORATION (4.1%). Against 2026-03-31 it opened 14 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 91 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORP | 9,841,100 | $2.0B | 8.3% |
| GOOGL ALPHABET INC | 5,469,800 | $2.0B | 8.2% |
| MSFT MICROSOFT CORP | 4,300,000 | $1.6B | 6.7% |
| AMZN AMAZON.COM INC. | 4,992,300 | $1.2B | 5.0% |
| AVGO BROADCOM CORPORATION | 2,578,100 | $972.0M | 4.1% |
| AAPL APPLE INC | 2,656,000 | $767.8M | 3.2% |
| META META PLATFORMS INC | 1,090,500 | $613.8M | 2.6% |
| JPM J.P. MORGAN CHASE & CO | 1,860,500 | $608.8M | 2.6% |
| AMD ADVANCED MICRO DEV | 961,600 | $557.9M | 2.3% |
| APPLIED MATERIALS INC | 735,500 | $531.8M | 2.2% |
| V VISA INC A | 1,489,000 | $510.1M | 2.1% |
| TEXAS INSTRUMENTS | 1,704,000 | $507.7M | 2.1% |
| LLY ELI LILLY & CO | 421,700 | $505.7M | 2.1% |
| APH AMPHENOL CORPORATION | 2,732,400 | $481.8M | 2.0% |
| ADI ANALOG DEVICES | 923,300 | $366.4M | 1.5% |
| KLAC KLA CORP | 1,191,000 | $358.7M | 1.5% |
| ABBV ABBVIE INC | 1,393,700 | $350.1M | 1.5% |
| PANW PALO ALTO NETWORKS INC | 1,025,000 | $349.1M | 1.5% |
| NFLX NETFLIX INC | 4,260,000 | $304.0M | 1.3% |
| TJX COS INC | 1,988,065 | $301.2M | 1.3% |
| FITB FIFTH THIRD BANCORP | 5,017,000 | $282.7M | 1.2% |
| INTC INTEL CORP | 2,009,600 | $280.3M | 1.2% |
| MA MASTERCARD INC | 540,360 | $277.4M | 1.2% |
| SPOT SPOTIFY TECHNOLOGY S.A | 593,000 | $272.2M | 1.1% |
| PNC BANK CORP | 1,105,000 | $271.9M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 14 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CSCO CISCO SYSTEMS INC | 1,953,400 | $229.3M | 1.0% |
| MU MICRON TECHNOLOGY INC | 181,120 | $208.4M | 0.9% |
| KO COCA-COLA CO/THE | 2,431,000 | $197.5M | 0.8% |
| QCOM QUALCOMM INC | 695,000 | $128.4M | 0.5% |
| NEM NEWMONT CORP | 543,500 | $50.7M | 0.2% |
| FCX FREEPORT-MCMORAN INC | 689,800 | $43.4M | 0.2% |
| CRH PLC | 329,500 | $35.3M | 0.1% |
| VULCAN MATERIALS CO | 104,320 | $30.8M | 0.1% |
| CRDO CREDO TECHNOLOGY GROUP HOLDING | 87,000 | $23.6M | <0.1% |
| XYL XYLEM INC/NY | 175,000 | $20.7M | <0.1% |
| ETN EATON CORP | 51,064 | $20.6M | <0.1% |
| EMR EMERSON ELECTRIC CO | 143,300 | $20.6M | <0.1% |
| AMRZ AMRIZE LTD | 274,013 | $14.6M | <0.1% |
| MBGL MOBILITY GLOBAL INC | 508,000 | $11.2M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| USB U.S. BANCORP | 1,480,500 | $77.0M | 0.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP | 199,000 | 1,191,000 | +498.5% | $358.7M |
| META META PLATFORMS INC | 630,200 | 1,090,500 | +73.0% | $613.8M |
| JPM J.P. MORGAN CHASE & CO | 1,446,300 | 1,860,500 | +28.6% | $608.8M |
| BKNG BOOKING HOLDINGS INC | 25,700 | 514,000 | +1,900.0% | $91.6M |
| PGR PROGRESSIVE CORP/THE | 694,800 | 1,091,400 | +57.1% | $238.2M |
| COST COSTCO WHOLESALE CORP | 84,900 | 166,000 | +95.5% | $155.2M |
| DG DOLLAR GENERAL | 595,900 | 1,213,600 | +103.7% | $139.7M |
| KKR KKR & CO INC | 739,700 | 1,502,000 | +103.1% | $137.8M |
| JNJ JOHNSON & JOHNSON | 607,100 | 853,100 | +40.5% | $216.7M |
| FITB FIFTH THIRD BANCORP | 3,928,300 | 5,017,000 | +27.7% | $282.7M |
| PH PARKER-HANNIFIN CORP | 70,040 | 117,200 | +67.3% | $114.6M |
| AVGO BROADCOM CORPORATION | 2,478,900 | 2,578,100 | +4.0% | $972.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEV | 1,725,500 | 961,600 | -44.3% | $557.9M |
| TJX COS INC | 3,566,065 | 1,988,065 | -44.3% | $301.2M |
| DIS WALT DISNEY CO/THE | 3,143,900 | 869,500 | -72.3% | $83.7M |
| TEXAS INSTRUMENTS | 2,333,300 | 1,704,000 | -27.0% | $507.7M |
| APPLIED MATERIALS INC | 875,400 | 735,500 | -16.0% | $531.8M |
| ITW ILLINOIS TOOL WORKS INC | 603,500 | 247,600 | -59.0% | $67.0M |
| GGG GRACO INC | 1,535,100 | 350,865 | -77.1% | $26.5M |
| APH AMPHENOL CORPORATION | 3,175,000 | 2,732,400 | -13.9% | $481.8M |
| HD HOME DEPOT INC | 405,500 | 219,100 | -46.0% | $77.2M |
| GOOGL ALPHABET INC | 5,642,500 | 5,469,800 | -3.1% | $2.0B |
| MS MORGAN STANLEY | 1,279,100 | 993,500 | -22.3% | $207.6M |
| NKE NIKE INC | 2,102,300 | 882,300 | -58.0% | $36.2M |
CIK 1484429 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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