Filed: 2/5/2025ACC: 0001062993-25-001698
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $18.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$18.97B
Total AUM (reported)
119.97M
Total Shares
Allocation by class
COM$14.00B73.8%
CL A$3.90B20.6%
SHS$619.43M3.3%
CL B$449.40M2.4%
Portfolio Concentration
Top 3$4.96B26.1%
4–10$5.33B28.1%
11–25$4.93B26.0%
Rest$3.75B19.8%
Top 3 weight
26.1%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 119.97M
Sole
Full voting authority
119.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
MICROSOFT CORP
SOLEShares4.47M
TypeSH
Market value$1.88B
9.93%
Sole
4.47M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares9.23M
TypeSH
Market value$1.75B
9.22%
Sole
9.23M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares6.04M
TypeSH
Market value$1.32B
6.98%
Sole
6.04M
Shared
0.00
None
0.00
VISA INC A
SOLEShares3.33M
TypeSH
Market value$1.05B
5.55%
Sole
3.33M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares13.03M
TypeSH
Market value$905.57M
4.77%
Sole
13.03M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares7.48M
TypeSH
Market value$903.05M
4.76%
Sole
7.48M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares5.10M
TypeSH
Market value$684.87M
3.61%
Sole
5.10M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares1.28M
TypeSH
Market value$666.59M
3.51%
Sole
1.28M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares3.40M
TypeSH
Market value$636.71M
3.36%
Sole
3.40M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares2.68M
TypeSH
Market value$482.93M
2.55%
Sole
2.68M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares524.20K
TypeSH
Market value$467.18M
2.46%
Sole
524.20K
Shared
0.00
None
0.00
NIKE INC
SOLEShares5.94M
TypeSH
Market value$449.40M
2.37%
Sole
5.94M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares542.60K
TypeSH
Market value$419.20M
2.21%
Sole
542.60K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares923.40K
TypeSH
Market value$412.84M
2.18%
Sole
923.40K
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.57M
TypeSH
Market value$397.67M
2.10%
Sole
3.57M
Shared
0.00
None
0.00
ECOLAB
SOLEShares1.39M
TypeSH
Market value$325.75M
1.72%
Sole
1.39M
Shared
0.00
None
0.00
ILLINOIS TOOL WORKS INC
SOLEShares1.24M
TypeSH
Market value$313.64M
1.65%
Sole
1.24M
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares1.03M
TypeSH
Market value$295.18M
1.56%
Sole
1.03M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares575K
TypeSH
Market value$286.59M
1.51%
Sole
575K
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares1.31M
TypeSH
Market value$277.56M
1.46%
Sole
1.31M
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares1.21M
TypeSH
Market value$277.55M
1.46%
Sole
1.21M
Shared
0.00
None
0.00
KLA CORP
SOLEShares423.30K
TypeSH
Market value$266.68M
1.41%
Sole
423.30K
Shared
0.00
None
0.00
CINTAS CORPORATION
SOLEShares1.39M
TypeSH
Market value$253.90M
1.34%
Sole
1.39M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.74M
TypeSH
Market value$245.07M
1.29%
Sole
2.74M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares1.04M
TypeSH
Market value$240.59M
1.27%
Sole
1.04M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.47M | SH | $1.88B 9.93% | 4.47M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 9.23M | SH | $1.75B 9.22% | 9.23M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 6.04M | SH | $1.32B 6.98% | 6.04M | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 3.33M | SH | $1.05B 5.55% | 3.33M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 13.03M | SH | $905.57M 4.77% | 13.03M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 7.48M | SH | $903.05M 4.76% | 7.48M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 5.10M | SH | $684.87M 3.61% | 5.10M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 1.28M | SH | $666.59M 3.51% | 1.28M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 3.40M | SH | $636.71M 3.36% | 3.40M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 2.68M | SH | $482.93M 2.55% | 2.68M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 524.20K | SH | $467.18M 2.46% | 524.20K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 5.94M | SH | $449.40M 2.37% | 5.94M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 542.60K | SH | $419.20M 2.21% | 542.60K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 923.40K | SH | $412.84M 2.18% | 923.40K | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.57M | SH | $397.67M 2.10% | 3.57M | 0.00 | 0.00 |
ECOLABSOLE | COM | 1.39M | SH | $325.75M 1.72% | 1.39M | 0.00 | 0.00 |
ILLINOIS TOOL WORKS INCSOLE | COM | 1.24M | SH | $313.64M 1.65% | 1.24M | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 1.03M | SH | $295.18M 1.56% | 1.03M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 575K | SH | $286.59M 1.51% | 575K | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 1.31M | SH | $277.56M 1.46% | 1.31M | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 1.21M | SH | $277.55M 1.46% | 1.21M | 0.00 | 0.00 |
KLA CORPSOLE | COM | 423.30K | SH | $266.68M 1.41% | 423.30K | 0.00 | 0.00 |
CINTAS CORPORATIONSOLE | COM | 1.39M | SH | $253.90M 1.34% | 1.39M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.74M | SH | $245.07M 1.29% | 2.74M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 1.04M | SH | $240.59M 1.27% | 1.04M | 0.00 | 0.00 |
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