13F HOLDINGS REPORT
Alecta Tjanstepension Omsesidigt
Quarter ended Q2 2025 · Filed July 10, 2025 · Accession 0001062993-25-012667
Total Value
$21.32B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 4,537,200 | $2.26B | 10.58% |
| 2 | ALPHABET INC | GOOG | 7,829,000 | $1.38B | 6.47% |
| 3 | AMAZON.COM INC. | AMZN | 5,185,100 | $1.14B | 5.33% |
| 4 | NVIDIA CORP | NVDA | 7,173,600 | $1.13B | 5.31% |
| 5 | AMPHENOL CORPORATION | 032095101 | 8,427,600 | $832.0M | 3.90% |
| 6 | TJX COS INC | 872540109 | 5,732,165 | $707.7M | 3.32% |
| 7 | NETFLIX INC | NFLX | 442,000 | $591.5M | 2.77% |
| 8 | BROADCOM CORPORATION | AVGO | 2,080,000 | $573.4M | 2.69% |
| 9 | VISA INC A | V | 1,522,600 | $540.1M | 2.53% |
| 10 | TEXAS INSTRUMENTS | 882508104 | 2,583,000 | $536.0M | 2.51% |
| 11 | APPLE INC | AAPL | 2,555,900 | $524.1M | 2.46% |
| 12 | WALT DISNEY CO/THE | 254687106 | 3,890,400 | $482.1M | 2.26% |
| 13 | SPOTIFY TECHNOLOGY S.A | SPOT | 621,000 | $476.1M | 2.23% |
| 14 | ELI LILLY & CO | LLY | 542,600 | $422.7M | 1.98% |
| 15 | AMETEK INC | AME | 2,223,965 | $402.3M | 1.89% |
| 16 | KLA CORP | KLAC | 430,000 | $384.9M | 1.81% |
| 17 | J.P. MORGAN CHASE & CO | VYLD | 1,242,500 | $360.0M | 1.69% |
| 18 | ADVANCED MICRO DEV | AMD | 2,234,000 | $317.0M | 1.49% |
| 19 | ANALOG DEVICES | ADI | 1,306,400 | $310.9M | 1.46% |
| 20 | CINTAS CORPORATION | CTAS | 1,390,600 | $309.8M | 1.45% |
| 21 | ILLINOIS TOOL WORKS INC | 452308109 | 1,236,600 | $305.5M | 1.43% |
| 22 | S&P GLOBAL INC | SPGI | 575,000 | $303.0M | 1.42% |
| 23 | APPLIED MATERIALS INC | 038222105 | 1,649,000 | $301.8M | 1.42% |
| 24 | ROCKWELL AUTOMATION INC | ROK | 890,875 | $295.8M | 1.39% |
| 25 | BOSTON SCIENTIFIC CORP | BSX | 2,743,100 | $294.5M | 1.38% |
| 26 | BANK OF AMERICA CORPORATION | 060505104 | 6,207,200 | $293.4M | 1.38% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 712,900 | $288.9M | 1.36% |
| 28 | ORACLE CORP | ORCL-PD | 1,193,000 | $260.7M | 1.22% |
| 29 | LINDE PLC | LIN | 546,500 | $256.3M | 1.20% |
| 30 | NIKE INC | NKE | 3,454,700 | $245.3M | 1.15% |
| 31 | ULTA BEAUTY INC | ULTA | 488,805 | $228.6M | 1.07% |
| 32 | DANAHER CORP | 235851102 | 1,114,000 | $220.0M | 1.03% |
| 33 | ECOLAB | ECL | 755,400 | $203.5M | 0.95% |
| 34 | ABBVIE INC | ABBV | 1,048,600 | $194.6M | 0.91% |
| 35 | ABBOTT LABS | ABLZF | 1,388,100 | $188.7M | 0.88% |
| 36 | LAUDER (ESTEE) CO. | 518439104 | 2,285,300 | $184.6M | 0.87% |
| 37 | STRYKER CORP | SYK | 458,300 | $181.2M | 0.85% |
| 38 | DOLLAR GENERAL | 256677105 | 1,546,200 | $176.8M | 0.83% |
| 39 | TRANE TECHNOLOGIES PLC | TT | 400,000 | $174.9M | 0.82% |
| 40 | SYNOPSYS INC. | SNPS | 331,000 | $169.7M | 0.80% |
| 41 | ACCENTURE PLC | ACN | 556,000 | $166.0M | 0.78% |
| 42 | TRACTOR SUPPLY CO | TSCO | 3,134,400 | $165.3M | 0.78% |
| 43 | PNC BANK CORP | 693475105 | 845,700 | $157.6M | 0.74% |
| 44 | GRACO INC | GGG | 1,750,000 | $150.4M | 0.71% |
| 45 | ANSYS INC | 03662Q105 | 400,000 | $140.4M | 0.66% |
| 46 | COSTCO WHOLESALE CORP | 22160K105 | 140,000 | $138.5M | 0.65% |
| 47 | SALESFORCE COM INC | CRM | 495,000 | $134.9M | 0.63% |
| 48 | MCCORMICK & CO INC/MD | MKC-V | 1,779,000 | $134.8M | 0.63% |
| 49 | MORGAN STANLEY | MS-PQ | 942,000 | $132.6M | 0.62% |
| 50 | MERCK & CO | MRK | 1,640,300 | $129.7M | 0.61% |
| 51 | CATERPILLAR INC. | CAT | 328,600 | $127.5M | 0.60% |
| 52 | UNITED HEALTHCARE | UNH | 400,500 | $124.9M | 0.59% |
| 53 | IDEX CORP | 45167R104 | 689,900 | $121.1M | 0.57% |
| 54 | BOOKING HOLDINGS INC | BKNG | 19,200 | $111.0M | 0.52% |
| 55 | ZOETIS INC | ZTS | 709,900 | $110.7M | 0.52% |
| 56 | U.S. BANCORP | USB-PS | 2,413,000 | $109.1M | 0.51% |
| 57 | MCKESSON CORP (NEW) | MCK | 139,500 | $102.2M | 0.48% |
| 58 | COOPER COS INC/THE | 216648501 | 1,349,500 | $96.0M | 0.45% |
| 59 | INTUITIVE SURGICAL INC | ISRG | 169,700 | $92.2M | 0.43% |
| 60 | INSULET CORP | PODD | 265,300 | $83.3M | 0.39% |
| 61 | ADOBE SYSTEMS | ADBE | 198,000 | $76.6M | 0.36% |
| 62 | WAL-MART STORES, INC. | WMT | 768,300 | $75.1M | 0.35% |
| 63 | FIFTH THIRD BANCORP | FITBM | 1,460,300 | $60.1M | 0.28% |
| 64 | HOME DEPOT INC | HD | 140,900 | $51.7M | 0.24% |
| 65 | INTEL CORP | INTC | 2,009,600 | $45.0M | 0.21% |
| 66 | BROWN-FORMAN CORP | BF-B | 1,600,000 | $43.0M | 0.20% |