Alecta Tjanstepension Omsesidigt Q2 2021 Filing

Filed August 9, 2021

Portfolio Value

$21.7T

Holdings

38

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (38 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
10,631,000$2.9T13.24%
2
GOOGLALPHABET INC
1,044,800$2.5T11.72%
3
AMZNAMAZON.COM INC.
472,800$1.6T7.48%
4
TJXTJX COS INC
17,487,265$1.2T5.42%
5
VVISA INC A
4,232,500$998.7B4.59%
6
APHAMPHENOL CORPORATION
12,653,000$865.2B3.98%
7
TXNTEXAS INSTRUMENTS
4,429,000$851.5B3.92%
8
ROKROCKWELL AUTOMATION INC
2,923,265$836.1B3.85%
9
TMOTHERMO FISHER SCIENTIFIC INC
1,373,000$692.6B3.19%
10
SIVBEURSVB FINANCIAL GROUP
1,236,500$688.0B3.16%
11
SPOTSPOTIFY TECHNOLOGY S.A
2,385,600$657.4B3.02%
12
ECLECOLAB
3,134,000$645.1B2.97%
13
FRCBFIRST REPUBLIC BANK
3,396,312$631.3B2.90%
14
NKENIKE INC
3,997,400$617.2B2.84%
15
TQJSIGNATURE BANK
2,500,000$613.9B2.82%
16
DGDOLLAR GENERAL
2,793,400$604.3B2.78%
17
AMEAMETEK INC
4,174,365$556.9B2.56%
18
BABAALIBABA GROUP HOLDING-SP ADR
2,285,000$518.2B2.38%
19
ROSTROSS STORES INC
4,147,400$514.3B2.37%
20
ULTAULTA BEAUTY INC
1,288,605$445.6B2.05%
21
VFCVF CORP
4,825,000$395.8B1.82%
22
ELLAUDER (ESTEE) CO.
1,208,300$384.1B1.77%
23
GGGGRACO INC
3,600,000$272.1B1.25%
24
MRKMERCK & CO
2,960,000$230.2B1.06%
25
TCEHYTENCENT HOLDINGS LTD
2,705,000$203.6B0.94%
26
CRMSALESFORCE COM INC
820,000$200.2B0.92%
27
LECOLINCOLN ELECTRIC HOLDINGS
1,450,000$191.0B0.88%
28
BWABORG WARNER INC
3,649,700$177.1B0.81%
29
ATVIEURACTIVISION BLIZZARD INC
1,800,000$171.8B0.79%
30
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.
1,070,000$124.3B0.57%
31
WABWABTEC CORP
1,450,000$119.3B0.55%
32
CITCINTAS CORPORATION
257,500$98.4B0.45%
33
AKXANSYS INC
225,000$78.0B0.36%
34
IPGPIPG PHOTONICS GROUP
200,000$42.1B0.19%
35
VREXVAREX IMAGING CORPORATION
1,265,296$33.6B0.15%
36
RMERESMED INC
129,995$32.0B0.15%
37
AYIACUITY BRANDS INC-W/D
54,483$10.2B0.05%
38
OGNORGANON & CO COM
296,000$9.0B0.04%