Filed: 5/6/2025ACC: 0001062993-25-008542
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $17.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$17.85B
Total AUM (reported)
118.26M
Total Shares
Allocation by class
COM$13.89B77.8%
CL A$2.73B15.3%
SHS$909.27M5.1%
CL B$318.22M1.8%
Portfolio Concentration
Top 3$4.00B22.4%
4–10$4.15B23.3%
11–25$4.80B26.9%
Rest$4.90B27.5%
Top 3 weight
22.4%
Top 10 weight
45.6%
Voting Authority Distribution
Total shares with voting rights: 118.26M
Sole
Full voting authority
118.26M
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)
Sole65
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings65
Rows:
MICROSOFT CORP
SOLEShares4.47M
TypeSH
Market value$1.68B
9.39%
Sole
4.47M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.05M
TypeSH
Market value$1.24B
6.97%
Sole
8.05M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares5.66M
TypeSH
Market value$1.08B
6.03%
Sole
5.66M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares6.10M
TypeSH
Market value$742.27M
4.16%
Sole
6.10M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares10.94M
TypeSH
Market value$717.66M
4.02%
Sole
10.94M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares6.35M
TypeSH
Market value$690.47M
3.87%
Sole
6.35M
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.70M
TypeSH
Market value$596.16M
3.34%
Sole
1.70M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares2.80M
TypeSH
Market value$503.95M
2.82%
Sole
2.80M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares2.63M
TypeSH
Market value$452.22M
2.53%
Sole
2.63M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares542.60K
TypeSH
Market value$447.85M
2.51%
Sole
542.60K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares772.40K
TypeSH
Market value$424.98M
2.38%
Sole
772.40K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares850.70K
TypeSH
Market value$423.38M
2.37%
Sole
850.70K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares451.20K
TypeSH
Market value$420.65M
2.36%
Sole
451.20K
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.66M
TypeSH
Market value$361.11M
2.02%
Sole
3.66M
Shared
0.00
None
0.00
NIKE INC
SOLEShares5.01M
TypeSH
Market value$318.22M
1.78%
Sole
5.01M
Shared
0.00
None
0.00
KLA CORP
SOLEShares465.30K
TypeSH
Market value$316.08M
1.77%
Sole
465.30K
Shared
0.00
None
0.00
DANAHER CORP
SOLEShares1.53M
TypeSH
Market value$314.07M
1.76%
Sole
1.53M
Shared
0.00
None
0.00
ILLINOIS TOOL WORKS INC
SOLEShares1.24M
TypeSH
Market value$306.69M
1.72%
Sole
1.24M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares575K
TypeSH
Market value$292.25M
1.64%
Sole
575K
Shared
0.00
None
0.00
CINTAS CORPORATION
SOLEShares1.39M
TypeSH
Market value$285.78M
1.60%
Sole
1.39M
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.14M
TypeSH
Market value$278.49M
1.56%
Sole
1.14M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.74M
TypeSH
Market value$276.67M
1.55%
Sole
2.74M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares1.31M
TypeSH
Market value$263.41M
1.48%
Sole
1.31M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares1.55M
TypeSH
Market value$259.18M
1.45%
Sole
1.55M
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares6.21M
TypeSH
Market value$259.15M
1.45%
Sole
6.21M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.47M | SH | $1.68B 9.39% | 4.47M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 8.05M | SH | $1.24B 6.97% | 8.05M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 5.66M | SH | $1.08B 6.03% | 5.66M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 6.10M | SH | $742.27M 4.16% | 6.10M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 10.94M | SH | $717.66M 4.02% | 10.94M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 6.35M | SH | $690.47M 3.87% | 6.35M | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.70M | SH | $596.16M 3.34% | 1.70M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 2.80M | SH | $503.95M 2.82% | 2.80M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 2.63M | SH | $452.22M 2.53% | 2.63M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 542.60K | SH | $447.85M 2.51% | 542.60K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 772.40K | SH | $424.98M 2.38% | 772.40K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 850.70K | SH | $423.38M 2.37% | 850.70K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 451.20K | SH | $420.65M 2.36% | 451.20K | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.66M | SH | $361.11M 2.02% | 3.66M | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 5.01M | SH | $318.22M 1.78% | 5.01M | 0.00 | 0.00 |
KLA CORPSOLE | COM | 465.30K | SH | $316.08M 1.77% | 465.30K | 0.00 | 0.00 |
DANAHER CORPSOLE | COM | 1.53M | SH | $314.07M 1.76% | 1.53M | 0.00 | 0.00 |
ILLINOIS TOOL WORKS INCSOLE | COM | 1.24M | SH | $306.69M 1.72% | 1.24M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 575K | SH | $292.25M 1.64% | 575K | 0.00 | 0.00 |
CINTAS CORPORATIONSOLE | COM | 1.39M | SH | $285.78M 1.60% | 1.39M | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.14M | SH | $278.49M 1.56% | 1.14M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.74M | SH | $276.67M 1.55% | 2.74M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 1.31M | SH | $263.41M 1.48% | 1.31M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 1.55M | SH | $259.18M 1.45% | 1.55M | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 6.21M | SH | $259.15M 1.45% | 6.21M | 0.00 | 0.00 |
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