Filed: 7/10/2025ACC: 0001062993-25-012667
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $21.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$21.32B
Total AUM (reported)
115.32M
Total Shares
Allocation by class
COM$17.07B80.0%
CL A$2.94B13.8%
SHS$1.07B5.0%
CL B$245.32M1.2%
Portfolio Concentration
Top 3$4.77B22.4%
4–10$4.91B23.0%
11–25$5.49B25.7%
Rest$6.15B28.8%
Top 3 weight
22.4%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 115.32M
Sole
Full voting authority
115.32M
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)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
MICROSOFT CORP
SOLEShares4.54M
TypeSH
Market value$2.26B
10.58%
Sole
4.54M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7.83M
TypeSH
Market value$1.38B
6.47%
Sole
7.83M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares5.19M
TypeSH
Market value$1.14B
5.33%
Sole
5.19M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares7.17M
TypeSH
Market value$1.13B
5.31%
Sole
7.17M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares8.43M
TypeSH
Market value$831.97M
3.90%
Sole
8.43M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares5.73M
TypeSH
Market value$707.69M
3.32%
Sole
5.73M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares442K
TypeSH
Market value$591.53M
2.77%
Sole
442K
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares2.08M
TypeSH
Market value$573.39M
2.69%
Sole
2.08M
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.52M
TypeSH
Market value$540.11M
2.53%
Sole
1.52M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares2.58M
TypeSH
Market value$536.00M
2.51%
Sole
2.58M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.56M
TypeSH
Market value$524.09M
2.46%
Sole
2.56M
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.89M
TypeSH
Market value$482.14M
2.26%
Sole
3.89M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares621K
TypeSH
Market value$476.13M
2.23%
Sole
621K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares542.60K
TypeSH
Market value$422.69M
1.98%
Sole
542.60K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares2.22M
TypeSH
Market value$402.34M
1.89%
Sole
2.22M
Shared
0.00
None
0.00
KLA CORP
SOLEShares430K
TypeSH
Market value$384.91M
1.81%
Sole
430K
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.24M
TypeSH
Market value$360.03M
1.69%
Sole
1.24M
Shared
0.00
None
0.00
ADVANCED MICRO DEV
SOLEShares2.23M
TypeSH
Market value$316.98M
1.49%
Sole
2.23M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares1.31M
TypeSH
Market value$310.88M
1.46%
Sole
1.31M
Shared
0.00
None
0.00
CINTAS CORPORATION
SOLEShares1.39M
TypeSH
Market value$309.78M
1.45%
Sole
1.39M
Shared
0.00
None
0.00
ILLINOIS TOOL WORKS INC
SOLEShares1.24M
TypeSH
Market value$305.53M
1.43%
Sole
1.24M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares575K
TypeSH
Market value$303.01M
1.42%
Sole
575K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares1.65M
TypeSH
Market value$301.82M
1.42%
Sole
1.65M
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares890.88K
TypeSH
Market value$295.77M
1.39%
Sole
890.88K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.74M
TypeSH
Market value$294.47M
1.38%
Sole
2.74M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.54M | SH | $2.26B 10.58% | 4.54M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 7.83M | SH | $1.38B 6.47% | 7.83M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 5.19M | SH | $1.14B 5.33% | 5.19M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.17M | SH | $1.13B 5.31% | 7.17M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 8.43M | SH | $831.97M 3.90% | 8.43M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 5.73M | SH | $707.69M 3.32% | 5.73M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 442K | SH | $591.53M 2.77% | 442K | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 2.08M | SH | $573.39M 2.69% | 2.08M | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.52M | SH | $540.11M 2.53% | 1.52M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 2.58M | SH | $536.00M 2.51% | 2.58M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.56M | SH | $524.09M 2.46% | 2.56M | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.89M | SH | $482.14M 2.26% | 3.89M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 621K | SH | $476.13M 2.23% | 621K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 542.60K | SH | $422.69M 1.98% | 542.60K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 2.22M | SH | $402.34M 1.89% | 2.22M | 0.00 | 0.00 |
KLA CORPSOLE | COM | 430K | SH | $384.91M 1.81% | 430K | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.24M | SH | $360.03M 1.69% | 1.24M | 0.00 | 0.00 |
ADVANCED MICRO DEVSOLE | COM | 2.23M | SH | $316.98M 1.49% | 2.23M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 1.31M | SH | $310.88M 1.46% | 1.31M | 0.00 | 0.00 |
CINTAS CORPORATIONSOLE | COM | 1.39M | SH | $309.78M 1.45% | 1.39M | 0.00 | 0.00 |
ILLINOIS TOOL WORKS INCSOLE | COM | 1.24M | SH | $305.53M 1.43% | 1.24M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 575K | SH | $303.01M 1.42% | 575K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 1.65M | SH | $301.82M 1.42% | 1.65M | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 890.88K | SH | $295.77M 1.39% | 890.88K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.74M | SH | $294.47M 1.38% | 2.74M | 0.00 | 0.00 |
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