Filed: 12/8/2025ACC: 0001062993-25-017220
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $22.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$22.42B
Total AUM (reported)
113.10M
Total Shares
Allocation by class
COM$17.81B79.5%
CL A$3.37B15.0%
SHS$997.46M4.4%
CL B$240.86M1.1%
Portfolio Concentration
Top 3$5.27B23.5%
4–10$5.27B23.5%
11–25$5.49B24.5%
Rest$6.39B28.5%
Top 3 weight
23.5%
Top 10 weight
47.0%
Voting Authority Distribution
Total shares with voting rights: 113.10M
Sole
Full voting authority
113.10M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
MICROSOFT CORP
SOLEShares4.30M
TypeSH
Market value$2.23B
9.93%
Sole
4.30M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares7M
TypeSH
Market value$1.70B
7.59%
Sole
7M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares7.17M
TypeSH
Market value$1.34B
5.97%
Sole
7.17M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares4.95M
TypeSH
Market value$1.09B
4.85%
Sole
4.95M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares8.43M
TypeSH
Market value$1.04B
4.65%
Sole
8.43M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares5.44M
TypeSH
Market value$785.70M
3.50%
Sole
5.44M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares2.08M
TypeSH
Market value$685.73M
3.06%
Sole
2.08M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.66M
TypeSH
Market value$676.03M
3.02%
Sole
2.66M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares426K
TypeSH
Market value$510.41M
2.28%
Sole
426K
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.41M
TypeSH
Market value$480.13M
2.14%
Sole
1.41M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares2.58M
TypeSH
Market value$474.45M
2.12%
Sole
2.58M
Shared
0.00
None
0.00
KLA CORP
SOLEShares430K
TypeSH
Market value$463.32M
2.07%
Sole
430K
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.89M
TypeSH
Market value$445.30M
1.99%
Sole
3.89M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares543.40K
TypeSH
Market value$414.27M
1.85%
Sole
543.40K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares593K
TypeSH
Market value$413.72M
1.85%
Sole
593K
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.24M
TypeSH
Market value$391.83M
1.75%
Sole
1.24M
Shared
0.00
None
0.00
ADVANCED MICRO DEV
SOLEShares2.23M
TypeSH
Market value$361.35M
1.61%
Sole
2.23M
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares1.65M
TypeSH
Market value$337.58M
1.51%
Sole
1.65M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.19M
TypeSH
Market value$335.28M
1.50%
Sole
1.19M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares1.72M
TypeSH
Market value$323.51M
1.44%
Sole
1.72M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares1.31M
TypeSH
Market value$320.79M
1.43%
Sole
1.31M
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares6.21M
TypeSH
Market value$320.04M
1.43%
Sole
6.21M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares625.40K
TypeSH
Market value$303.04M
1.35%
Sole
625.40K
Shared
0.00
None
0.00
ILLINOIS TOOL WORKS INC
SOLEShares1.16M
TypeSH
Market value$301.34M
1.34%
Sole
1.16M
Shared
0.00
None
0.00
CINTAS CORPORATION
SOLEShares1.39M
TypeSH
Market value$285.32M
1.27%
Sole
1.39M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.30M | SH | $2.23B 9.93% | 4.30M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 7M | SH | $1.70B 7.59% | 7M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.17M | SH | $1.34B 5.97% | 7.17M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 4.95M | SH | $1.09B 4.85% | 4.95M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 8.43M | SH | $1.04B 4.65% | 8.43M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 5.44M | SH | $785.70M 3.50% | 5.44M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 2.08M | SH | $685.73M 3.06% | 2.08M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.66M | SH | $676.03M 3.02% | 2.66M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 426K | SH | $510.41M 2.28% | 426K | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.41M | SH | $480.13M 2.14% | 1.41M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 2.58M | SH | $474.45M 2.12% | 2.58M | 0.00 | 0.00 |
KLA CORPSOLE | COM | 430K | SH | $463.32M 2.07% | 430K | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.89M | SH | $445.30M 1.99% | 3.89M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 543.40K | SH | $414.27M 1.85% | 543.40K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 593K | SH | $413.72M 1.85% | 593K | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.24M | SH | $391.83M 1.75% | 1.24M | 0.00 | 0.00 |
ADVANCED MICRO DEVSOLE | COM | 2.23M | SH | $361.35M 1.61% | 2.23M | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 1.65M | SH | $337.58M 1.51% | 1.65M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.19M | SH | $335.28M 1.50% | 1.19M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 1.72M | SH | $323.51M 1.44% | 1.72M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 1.31M | SH | $320.79M 1.43% | 1.31M | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 6.21M | SH | $320.04M 1.43% | 6.21M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 625.40K | SH | $303.04M 1.35% | 625.40K | 0.00 | 0.00 |
ILLINOIS TOOL WORKS INCSOLE | COM | 1.16M | SH | $301.34M 1.34% | 1.16M | 0.00 | 0.00 |
CINTAS CORPORATIONSOLE | COM | 1.39M | SH | $285.32M 1.27% | 1.39M | 0.00 | 0.00 |
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