13F HOLDINGS REPORT
Alecta Tjanstepension Omsesidigt
Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0001062993-25-001698
Total Value
$18.97B
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,471,200 | $1.88B | 9.93% |
| 2 | ALPHABET INC | GOOG | 9,232,200 | $1.75B | 9.22% |
| 3 | AMAZON.COM INC. | AMZN | 6,035,500 | $1.32B | 6.98% |
| 4 | VISA INC A | V | 3,330,700 | $1.05B | 5.55% |
| 5 | AMPHENOL CORPORATION | 032095101 | 13,031,600 | $905.6M | 4.77% |
| 6 | TJX COS INC | 872540109 | 7,476,165 | $903.0M | 4.76% |
| 7 | NVIDIA CORP | NVDA | 5,104,500 | $684.9M | 3.61% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 1,281,500 | $666.6M | 3.51% |
| 9 | TEXAS INSTRUMENTS | 882508104 | 3,395,600 | $636.7M | 3.36% |
| 10 | AMETEK INC | AME | 2,678,465 | $482.9M | 2.55% |
| 11 | NETFLIX INC | NFLX | 524,200 | $467.2M | 2.46% |
| 12 | NIKE INC | NKE | 5,937,400 | $449.4M | 2.37% |
| 13 | ELI LILLY & CO | LLY | 542,600 | $419.2M | 2.21% |
| 14 | SPOTIFY TECHNOLOGY S.A | SPOT | 923,400 | $412.8M | 2.18% |
| 15 | WALT DISNEY CO/THE | 254687106 | 3,569,400 | $397.7M | 2.10% |
| 16 | ECOLAB | ECL | 1,389,700 | $325.7M | 1.72% |
| 17 | ILLINOIS TOOL WORKS INC | 452308109 | 1,236,600 | $313.6M | 1.65% |
| 18 | ROCKWELL AUTOMATION INC | ROK | 1,032,275 | $295.2M | 1.56% |
| 19 | S&P GLOBAL INC | SPGI | 575,000 | $286.6M | 1.51% |
| 20 | ANALOG DEVICES | ADI | 1,306,400 | $277.6M | 1.46% |
| 21 | DANAHER CORP | 235851102 | 1,208,800 | $277.6M | 1.46% |
| 22 | KLA CORP | KLAC | 423,300 | $266.7M | 1.41% |
| 23 | CINTAS CORPORATION | CTAS | 1,390,600 | $253.9M | 1.34% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 2,743,100 | $245.1M | 1.29% |
| 25 | BROADCOM CORPORATION | AVGO | 1,038,000 | $240.6M | 1.27% |
| 26 | ULTA BEAUTY INC | ULTA | 516,405 | $224.6M | 1.18% |
| 27 | TRACTOR SUPPLY CO | TSCO | 3,750,000 | $199.0M | 1.05% |
| 28 | MERCK & CO | MRK | 1,978,900 | $196.9M | 1.04% |
| 29 | LAUDER (ESTEE) CO. | 518439104 | 2,593,300 | $194.4M | 1.02% |
| 30 | BANK OF AMERICA CORPORATION | 060505104 | 4,251,000 | $186.9M | 0.99% |
| 31 | ABBVIE INC | ABBV | 1,048,600 | $186.4M | 0.98% |
| 32 | COSTCO WHOLESALE CORP | 22160K105 | 201,900 | $185.0M | 0.98% |
| 33 | IDEX CORP | 45167R104 | 800,000 | $167.5M | 0.88% |
| 34 | ADVANCED MICRO DEV | AMD | 1,374,000 | $166.0M | 0.87% |
| 35 | APPLIED MATERIALS INC | 038222105 | 968,000 | $157.4M | 0.83% |
| 36 | APPLE INC | AAPL | 592,000 | $148.2M | 0.78% |
| 37 | TRANE TECHNOLOGIES PLC | TT | 400,000 | $147.8M | 0.78% |
| 38 | GRACO INC | GGG | 1,750,000 | $147.5M | 0.78% |
| 39 | ANSYS INC | 03662Q105 | 400,000 | $134.9M | 0.71% |
| 40 | DOLLAR GENERAL | 256677105 | 1,762,400 | $133.6M | 0.70% |
| 41 | U.S. BANCORP | USB-PS | 2,325,000 | $111.3M | 0.59% |
| 42 | INTEL CORP | INTC | 5,329,600 | $106.9M | 0.56% |
| 43 | SYNOPSYS INC. | SNPS | 216,000 | $104.7M | 0.55% |
| 44 | MCCORMICK & CO INC/MD | MKC-V | 1,159,900 | $88.4M | 0.47% |
| 45 | ADOBE SYSTEMS | ADBE | 198,000 | $88.0M | 0.46% |
| 46 | ZOETIS INC | ZTS | 514,200 | $83.8M | 0.44% |
| 47 | PNC BANK CORP | 693475105 | 402,800 | $77.7M | 0.41% |
| 48 | STRYKER CORP | SYK | 176,500 | $63.6M | 0.34% |
| 49 | BROWN-FORMAN CORP | BF-B | 1,600,000 | $60.8M | 0.32% |
| 50 | ACCENTURE PLC | ACN | 167,000 | $58.8M | 0.31% |
| 51 | ABBOTT LABS | ABLZF | 475,300 | $53.8M | 0.28% |
| 52 | SALESFORCE COM INC | CRM | 160,000 | $53.5M | 0.28% |
| 53 | INSULET CORP | PODD | 203,800 | $53.2M | 0.28% |
| 54 | COOPER COS INC/THE | 216648501 | 539,000 | $49.6M | 0.26% |
| 55 | CATERPILLAR INC. | CAT | 131,600 | $47.8M | 0.25% |
| 56 | BATH & BODY WORKS INC | BBWI | 1,000,000 | $38.8M | 0.20% |
| 57 | ORACLE CORP | ORCL-PD | 180,000 | $30.0M | 0.16% |
| 58 | POLESTAR AUTOMOTIVE HOLDING UK PLC | 731105201 | 2,925,000 | $3.1M | 0.02% |