Alecta Tjanstepension Omsesidigt Q4 2020 Filing

Filed January 25, 2021

Portfolio Value

$18.1T

Holdings

39

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
10,861,000$2.4T13.31%
2
GOOGLALPHABET INC
1,048,300$1.8T10.06%
3
TJXTJX COS INC
16,877,265$1.2T6.37%
4
AMZNAMAZON.COM INC.
288,300$947.2B5.24%
5
VVISA INC A
4,142,500$904.5B5.00%
6
APHAMPHENOL CORPORATION
6,176,500$802.1B4.43%
7
SPOTSPOTIFY TECHNOLOGY S.A
2,285,600$729.7B4.03%
8
ROKROCKWELL AUTOMATION INC
2,923,265$728.2B4.02%
9
TXNTEXAS INSTRUMENTS
4,429,000$719.9B3.98%
10
ECLECOLAB
3,134,000$674.6B3.73%
11
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD.
4,242,000$568.8B3.14%
12
BABAALIBABA GROUP HOLDING-SP ADR
2,285,000$544.9B3.01%
13
ROSTROSS STORES INC
4,147,400$508.0B2.81%
14
NKENIKE INC
3,547,400$502.4B2.78%
15
AMEAMETEK INC
3,879,365$464.9B2.57%
16
SIVBEURSVB FINANCIAL GROUP
1,186,500$454.9B2.51%
17
DGDOLLAR GENERAL
1,885,500$395.8B2.19%
18
ULTAULTA BEAUTY INC
1,288,605$364.5B2.01%
19
TQJSIGNATURE BANK
2,580,000$345.8B1.91%
20
VFCVF CORP
3,975,000$342.4B1.89%
21
FRCBFIRST REPUBLIC BANK
2,331,312$337.6B1.87%
22
ELLAUDER (ESTEE) CO.
1,208,300$317.4B1.75%
23
GGGGRACO INC
3,600,000$260.0B1.44%
24
MRKMERCK & CO
2,960,000$238.6B1.32%
25
TMOTHERMO FISHER SCIENTIFIC INC
473,000$218.4B1.21%
26
LECOLINCOLN ELECTRIC HOLDINGS
1,450,000$168.9B0.93%
27
ATVIEURACTIVISION BLIZZARD INC
1,800,000$164.8B0.91%
28
USBU.S. BANCORP
3,549,732$163.8B0.91%
29
VAREURVARIAN MEDICAL SYSTEMS
909,000$158.8B0.88%
30
BWABORG WARNER INC
4,049,700$158.7B0.88%
31
WABWABTEC CORP
1,450,000$105.0B0.58%
32
TCEHYTENCENT HOLDINGS LTD
1,405,000$100.6B0.56%
33
CITCINTAS CORPORATION
257,500$90.1B0.50%
34
AKXANSYS INC
185,000$67.0B0.37%
35
AYIACUITY BRANDS INC-W/D
400,000$48.2B0.27%
36
IPGPIPG PHOTONICS GROUP
200,000$44.8B0.25%
37
IFFINTERNATIONAL FLAVORS&FRAGRA
300,000$33.4B0.18%
38
VREXVAREX IMAGING CORPORATION
1,495,600$23.1B0.13%
39
RMERESMED INC
64,995$13.6B0.08%