13F HOLDINGS REPORT
Alecta Tjanstepension Omsesidigt
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001062993-25-008542
Total Value
$17.85B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,471,200 | $1.68B | 9.39% |
| 2 | ALPHABET INC | GOOG | 8,049,200 | $1.24B | 6.97% |
| 3 | AMAZON.COM INC. | AMZN | 5,658,700 | $1.08B | 6.03% |
| 4 | TJX COS INC | 872540109 | 6,097,165 | $742.3M | 4.16% |
| 5 | AMPHENOL CORPORATION | 032095101 | 10,941,600 | $717.7M | 4.02% |
| 6 | NVIDIA CORP | NVDA | 6,348,600 | $690.5M | 3.87% |
| 7 | VISA INC A | V | 1,701,600 | $596.2M | 3.34% |
| 8 | TEXAS INSTRUMENTS | 882508104 | 2,803,000 | $504.0M | 2.82% |
| 9 | AMETEK INC | AME | 2,628,265 | $452.2M | 2.53% |
| 10 | ELI LILLY & CO | LLY | 542,600 | $447.9M | 2.51% |
| 11 | SPOTIFY TECHNOLOGY S.A | SPOT | 772,400 | $425.0M | 2.38% |
| 12 | THERMO FISHER SCIENTIFIC INC | TMO | 850,700 | $423.4M | 2.37% |
| 13 | NETFLIX INC | NFLX | 451,200 | $420.6M | 2.36% |
| 14 | WALT DISNEY CO/THE | 254687106 | 3,659,400 | $361.1M | 2.02% |
| 15 | NIKE INC | NKE | 5,010,600 | $318.2M | 1.78% |
| 16 | KLA CORP | KLAC | 465,300 | $316.1M | 1.77% |
| 17 | DANAHER CORP | 235851102 | 1,533,000 | $314.1M | 1.76% |
| 18 | ILLINOIS TOOL WORKS INC | 452308109 | 1,236,600 | $306.7M | 1.72% |
| 19 | S&P GLOBAL INC | SPGI | 575,000 | $292.2M | 1.64% |
| 20 | CINTAS CORPORATION | CTAS | 1,390,600 | $285.8M | 1.60% |
| 21 | J.P. MORGAN CHASE & CO | VYLD | 1,135,500 | $278.5M | 1.56% |
| 22 | BOSTON SCIENTIFIC CORP | BSX | 2,743,100 | $276.7M | 1.55% |
| 23 | ANALOG DEVICES | ADI | 1,306,400 | $263.4M | 1.48% |
| 24 | BROADCOM CORPORATION | AVGO | 1,548,000 | $259.2M | 1.45% |
| 25 | BANK OF AMERICA CORPORATION | 060505104 | 6,207,200 | $259.2M | 1.45% |
| 26 | ROCKWELL AUTOMATION INC | ROK | 1,000,575 | $258.3M | 1.45% |
| 27 | APPLE INC | AAPL | 1,054,000 | $234.0M | 1.31% |
| 28 | LINDE PLC | LIN | 501,300 | $233.4M | 1.31% |
| 29 | ABBVIE INC | ABBV | 1,048,600 | $219.7M | 1.23% |
| 30 | APPLIED MATERIALS INC | 038222105 | 1,328,000 | $192.9M | 1.08% |
| 31 | ECOLAB | ECL | 755,400 | $191.4M | 1.07% |
| 32 | TRACTOR SUPPLY CO | TSCO | 3,407,000 | $187.6M | 1.05% |
| 33 | ADVANCED MICRO DEV | AMD | 1,754,000 | $180.2M | 1.01% |
| 34 | ULTA BEAUTY INC | ULTA | 488,805 | $179.1M | 1.00% |
| 35 | LAUDER (ESTEE) CO. | 518439104 | 2,593,300 | $171.2M | 0.96% |
| 36 | DOLLAR GENERAL | 256677105 | 1,762,400 | $155.0M | 0.87% |
| 37 | MERCK & CO | MRK | 1,640,300 | $147.1M | 0.82% |
| 38 | GRACO INC | GGG | 1,750,000 | $146.1M | 0.82% |
| 39 | IDEX CORP | 45167R104 | 800,000 | $144.6M | 0.81% |
| 40 | COSTCO WHOLESALE CORP | 22160K105 | 149,200 | $141.1M | 0.79% |
| 41 | TRANE TECHNOLOGIES PLC | TT | 400,000 | $134.7M | 0.75% |
| 42 | U.S. BANCORP | USB-PS | 3,080,000 | $130.0M | 0.73% |
| 43 | PNC BANK CORP | 693475105 | 721,700 | $126.8M | 0.71% |
| 44 | ANSYS INC | 03662Q105 | 400,000 | $126.5M | 0.71% |
| 45 | SYNOPSYS INC. | SNPS | 286,000 | $122.6M | 0.69% |
| 46 | ORACLE CORP | ORCL-PD | 833,000 | $116.5M | 0.65% |
| 47 | ACCENTURE PLC | ACN | 372,000 | $116.1M | 0.65% |
| 48 | UNITED HEALTHCARE | UNH | 217,500 | $113.9M | 0.64% |
| 49 | CATERPILLAR INC. | CAT | 328,600 | $108.4M | 0.61% |
| 50 | ABBOTT LABS | ABLZF | 775,400 | $102.9M | 0.58% |
| 51 | SALESFORCE COM INC | CRM | 355,000 | $95.2M | 0.53% |
| 52 | ZOETIS INC | ZTS | 570,400 | $93.9M | 0.53% |
| 53 | STRYKER CORP | SYK | 251,800 | $93.7M | 0.53% |
| 54 | BOOKING HOLDINGS INC | BKNG | 19,200 | $88.3M | 0.49% |
| 55 | ADOBE SYSTEMS | ADBE | 198,000 | $75.9M | 0.43% |
| 56 | MCCORMICK & CO INC/MD | MKC-V | 913,500 | $75.2M | 0.42% |
| 57 | COOPER COS INC/THE | 216648501 | 839,700 | $70.8M | 0.40% |
| 58 | MORGAN STANLEY | MS-PQ | 585,000 | $68.3M | 0.38% |
| 59 | BROWN-FORMAN CORP | BF-B | 1,600,000 | $54.3M | 0.30% |
| 60 | INSULET CORP | PODD | 203,800 | $53.5M | 0.30% |
| 61 | INTEL CORP | INTC | 2,009,600 | $45.6M | 0.26% |
| 62 | FIFTH THIRD BANCORP | FITBM | 1,045,900 | $41.0M | 0.23% |
| 63 | WAL-MART STORES, INC. | WMT | 448,900 | $39.4M | 0.22% |
| 64 | BATH & BODY WORKS INC | BBWI | 722,800 | $21.9M | 0.12% |
| 65 | POLESTAR AUTOMOTIVE HOLDING UK PLC | 731105201 | 2,925,000 | $3.1M | 0.02% |