Alecta Tjanstepension Omsesidigt Q1 2025 Filing

Filed May 6, 2025

Portfolio Value

$17.8B

Holdings

65

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (65 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
4,471,200$1.7T9390.80%
2
GOOGLALPHABET INC
8,049,200$1.2T6969.71%
3
AMZNAMAZON.COM INC.
5,658,700$1.1T6032.01%
4
TJXTJX COS INC
6,097,165$742.3B4158.94%
5
APHAMPHENOL CORPORATION
10,941,600$717.7B4021.05%
6
NVDANVIDIA CORP
6,348,600$690.5B3868.73%
7
VVISA INC A
1,701,600$596.2B3340.26%
8
TXNTEXAS INSTRUMENTS
2,803,000$504.0B2823.64%
9
AMEAMETEK INC
2,628,265$452.2B2533.79%
10
LLYELI LILLY & CO
542,600$447.9B2509.31%
11
SPOTSPOTIFY TECHNOLOGY S.A
772,400$425.0B2381.18%
12
TMOTHERMO FISHER SCIENTIFIC INC
850,700$423.4B2372.18%
13
NFLXNETFLIX INC
451,200$420.6B2356.90%
14
DISWALT DISNEY CO/THE
3,659,400$361.1B2023.30%
15
NKENIKE INC
5,010,600$318.2B1783.01%
16
KLACKLA CORP
465,300$316.1B1770.99%
17
DHRDANAHER CORP
1,533,000$314.1B1759.71%
18
ITWILLINOIS TOOL WORKS INC
1,236,600$306.7B1718.38%
19
SPGIS&P GLOBAL INC
575,000$292.2B1637.48%
20
CITCINTAS CORPORATION
1,390,600$285.8B1601.24%
21
JPMJ.P. MORGAN CHASE & CO
1,135,500$278.5B1560.40%
22
BSXBOSTON SCIENTIFIC CORP
2,743,100$276.7B1550.18%
23
ADIANALOG DEVICES
1,306,400$263.4B1475.88%
24
AVGOBROADCOM CORPORATION
1,548,000$259.2B1452.20%
25
BACBANK OF AMERICA CORPORATION
6,207,200$259.2B1452.02%
26
ROKROCKWELL AUTOMATION INC
1,000,575$258.3B1447.42%
27
AAPLAPPLE INC
1,054,000$234.0B1311.27%
28
LINLINDE PLC
501,300$233.4B1307.77%
29
ABBVABBVIE INC
1,048,600$219.7B1231.23%
30
AMATAPPLIED MATERIALS INC
1,328,000$192.9B1080.92%
31
ECLECOLAB
755,400$191.4B1072.56%
32
TSCOTRACTOR SUPPLY CO
3,407,000$187.6B1051.26%
33
AMDADVANCED MICRO DEV
1,754,000$180.2B1009.60%
34
ULTAULTA BEAUTY INC
488,805$179.1B1003.65%
35
ELLAUDER (ESTEE) CO.
2,593,300$171.2B959.14%
36
DGDOLLAR GENERAL
1,762,400$155.0B868.38%
37
MRKMERCK & CO
1,640,300$147.1B824.40%
38
GGGGRACO INC
1,750,000$146.1B818.64%
39
IEXIDEX CORP
800,000$144.6B810.37%
40
COSTCOSTCO WHOLESALE CORP
149,200$141.1B790.42%
41
TTTRANE TECHNOLOGIES PLC
400,000$134.7B754.93%
42
USBU.S. BANCORP
3,080,000$130.0B728.43%
43
PNCPNC BANK CORP
721,700$126.8B710.52%
44
AKXANSYS INC
400,000$126.5B708.76%
45
SNPSSYNOPSYS INC.
286,000$122.6B686.88%
46
ORCLORACLE CORP
833,000$116.5B652.49%
47
ACNACCENTURE PLC
372,000$116.1B650.74%
48
UNHUNITED HEALTHCARE
217,500$113.9B637.95%
49
CATCATERPILLAR INC.
328,600$108.4B607.38%
50
ABTABBOTT LABS
775,400$102.9B576.31%
51
CRMSALESFORCE COM INC
355,000$95.2B533.53%
52
ZTSZOETIS INC
570,400$93.9B526.05%
53
SYKSTRYKER CORP
251,800$93.7B525.14%
54
BKNGBOOKING HOLDINGS INC
19,200$88.3B494.91%
55
ADBEADOBE SYSTEMS
198,000$75.9B425.35%
56
MCXMCCORMICK & CO INC/MD
913,500$75.2B421.14%
57
COOCOOPER COS INC/THE
839,700$70.8B396.85%
58
DWDMORGAN STANLEY
585,000$68.3B382.48%
59
BF/BBROWN-FORMAN CORP
1,600,000$54.3B304.00%
60
PODDINSULET CORP
203,800$53.5B299.62%
61
INTCINTEL CORP
2,009,600$45.6B255.71%
62
FITBFIFTH THIRD BANCORP
1,045,900$41.0B229.66%
63
WMTWAL-MART STORES, INC.
448,900$39.4B220.91%
64
BBWIBATH & BODY WORKS INC
722,800$21.9B122.75%
65
PSNYPOLESTAR AUTOMOTIVE HOLDING UK PLC
2,925,000$3.1B17.21%