Alecta Tjanstepension Omsesidigt Q4 2022 Filing

Filed February 6, 2023

Portfolio Value

$16.9B

Holdings

27

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
9,491,000$2.3B13.46%
2
GOOGLALPHABET INC
19,786,000$1.7B10.33%
3
TJXTJX COS INC
16,637,265$1.3B7.83%
4
APHAMPHENOL CORPORATION
13,563,000$1.0B6.11%
5
AMZNAMAZON.COM INC.
10,398,000$873.2M5.17%
6
FRCBFIRST REPUBLIC BANK
7,115,587$867.3M5.13%
7
VVISA INC A
4,082,500$848.5M5.02%
8
TMOTHERMO FISHER SCIENTIFIC INC
1,447,000$796.8M4.71%
9
ROKROCKWELL AUTOMATION INC
3,013,365$776.1M4.59%
10
TXNTEXAS INSTRUMENTS
4,429,000$731.7M4.33%
11
ELLAUDER (ESTEE) CO.
2,803,300$695.8M4.12%
12
AMEAMETEK INC
4,834,365$675.5M4.00%
13
SIVBEURSVB FINANCIAL GROUP
2,633,100$605.6M3.58%
14
NKENIKE INC
5,122,400$599.4M3.55%
15
DGDOLLAR GENERAL
1,930,400$475.4M2.81%
16
ULTAULTA BEAUTY INC
882,605$413.9M2.45%
17
ECLECOLAB
2,734,000$398.0M2.35%
18
TQJSIGNATURE BANK
2,780,000$320.2M1.89%
19
SPOTSPOTIFY TECHNOLOGY S.A
3,925,600$309.8M1.83%
20
GGGGRACO INC
4,400,000$295.8M1.75%
21
ROSTROSS STORES INC
1,648,700$191.3M1.13%
22
BBWIBATH & BODY WORKS INC
3,500,000$147.5M0.87%
23
ATVIEURACTIVISION BLIZZARD INC
1,800,000$137.8M0.82%
24
CITCINTAS CORPORATION
257,500$116.2M0.69%
25
CRMSALESFORCE COM INC
840,000$111.4M0.66%
26
RMERESMED INC
494,998$103.0M0.61%
27
VREXVAREX IMAGING CORPORATION
1,790,000$36.2M0.21%