Alecta Tjanstepension Omsesidigt Q2 2024 Filing
Filed July 31, 2024
Portfolio Value
$17.9B
Holdings
40
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 10,846,200 | $2.0B | 11.00% | |
| 2 | MSFTMICROSOFT CORP | 4,383,200 | $2.0B | 10.91% | |
| 3 | AMZNAMAZON.COM INC. | 7,900,500 | $1.5B | 8.51% | |
| 4 | TJXTJX COS INC | 12,097,065 | $1.3B | 7.43% | |
| 5 | APHAMPHENOL CORPORATION | 15,111,600 | $1.0B | 5.67% | |
| 6 | VVISA INC A | 3,765,500 | $987.7M | 5.50% | |
| 7 | TMOTHERMO FISHER SCIENTIFIC INC | 1,412,000 | $779.9M | 4.35% | |
| 8 | TXNTEXAS INSTRUMENTS | 3,897,600 | $757.6M | 4.22% | |
| 9 | AMEAMETEK INC | 2,819,365 | $470.0M | 2.62% | |
| 10 | NFLXNETFLIX INC | 670,700 | $452.4M | 2.52% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S.A | 1,437,500 | $451.9M | 2.52% | |
| 12 | NKENIKE INC | 5,937,400 | $447.4M | 2.49% | |
| 13 | LLYELI LILLY & CO | 455,700 | $412.8M | 2.30% | |
| 14 | ECLECOLAB | 1,656,200 | $394.1M | 2.20% | |
| 15 | DISWALT DISNEY CO/THE | 3,469,400 | $344.1M | 1.92% | |
| 16 | NVDANVIDIA CORP | 2,751,000 | $339.5M | 1.89% | |
| 17 | ROKROCKWELL AUTOMATION INC | 1,093,175 | $300.7M | 1.68% | |
| 18 | ITWILLINOIS TOOL WORKS INC | 1,236,600 | $292.7M | 1.63% | |
| 19 | ADIANALOG DEVICES | 1,256,400 | $286.7M | 1.60% | |
| 20 | CITCINTAS CORPORATION | 407,500 | $284.5M | 1.59% | |
| 21 | ELLAUDER (ESTEE) CO. | 2,593,300 | $275.8M | 1.54% | |
| 22 | KLACKLA CORP | 333,300 | $274.6M | 1.53% | |
| 23 | DGDOLLAR GENERAL | 2,062,400 | $272.7M | 1.52% | |
| 24 | DHRDANAHER CORP | 1,076,500 | $268.9M | 1.50% | |
| 25 | SPGIS&P GLOBAL INC | 575,000 | $256.6M | 1.43% | |
| 26 | COSTCOSTCO WHOLESALE CORP | 280,000 | $238.0M | 1.33% | |
| 27 | TSCOTRACTOR SUPPLY CO | 750,000 | $202.5M | 1.13% | |
| 28 | BSXBOSTON SCIENTIFIC CORP | 2,473,700 | $190.5M | 1.06% | |
| 29 | INTCINTEL CORP | 5,829,600 | $180.4M | 1.01% | |
| 30 | ULTAULTA BEAUTY INC | 451,405 | $174.2M | 0.97% | |
| 31 | IEXIDEX CORP | 800,000 | $160.9M | 0.90% | |
| 32 | GGGGRACO INC | 1,750,000 | $138.6M | 0.77% | |
| 33 | TTTRANE TECHNOLOGIES PLC | 400,000 | $131.7M | 0.73% | |
| 34 | AKXANSYS INC | 400,000 | $128.5M | 0.72% | |
| 35 | MCXMCCORMICK & CO INC/MD | 1,350,000 | $95.7M | 0.53% | |
| 36 | BF/BBROWN-FORMAN CORP | 1,600,000 | $69.2M | 0.39% | |
| 37 | BBWIBATH & BODY WORKS INC | 1,000,000 | $39.1M | 0.22% | |
| 38 | CRMSALESFORCE COM INC | 100,000 | $25.7M | 0.14% | |
| 39 | PSNYPOLESTAR AUTOMOTIVE HOLDING UK PLC | 5,925,000 | $4.7M | 0.03% | |
| 40 | VREXVAREX IMAGING CORPORATION | 250,000 | $3.7M | 0.02% |