Filed: 2/3/2026ACC: 0001062993-26-000560
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $22.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$22.75B
Total AUM (reported)
114.04M
Total Shares
Allocation by class
COM$17.78B78.2%
CL A$3.87B17.0%
SHS$902.10M4.0%
CL B$193.14M0.8%
Portfolio Concentration
Top 3$5.39B23.7%
4–10$5.13B22.6%
11–25$5.47B24.0%
Rest$6.76B29.7%
Top 3 weight
23.7%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 114.04M
Sole
Full voting authority
114.04M
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)
Sole73
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings73
Rows:
MICROSOFT CORP
SOLEShares4.30M
TypeSH
Market value$2.08B
9.14%
Sole
4.30M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.30M
TypeSH
Market value$1.97B
8.66%
Sole
6.30M
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares7.17M
TypeSH
Market value$1.34B
5.88%
Sole
7.17M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares4.85M
TypeSH
Market value$1.12B
4.93%
Sole
4.85M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares6.69M
TypeSH
Market value$904.15M
3.98%
Sole
6.69M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.66M
TypeSH
Market value$722.01M
3.17%
Sole
2.66M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares2.08M
TypeSH
Market value$719.68M
3.16%
Sole
2.08M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares4.51M
TypeSH
Market value$692.77M
3.05%
Sole
4.51M
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.41M
TypeSH
Market value$493.88M
2.17%
Sole
1.41M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares444.10K
TypeSH
Market value$477.31M
2.10%
Sole
444.10K
Shared
0.00
None
0.00
ADVANCED MICRO DEV
SOLEShares2.15M
TypeSH
Market value$461.19M
2.03%
Sole
2.15M
Shared
0.00
None
0.00
KLA CORP
SOLEShares378K
TypeSH
Market value$459.15M
2.02%
Sole
378K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares2.58M
TypeSH
Market value$448.02M
1.97%
Sole
2.58M
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.89M
TypeSH
Market value$442.57M
1.95%
Sole
3.89M
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares1.65M
TypeSH
Market value$423.50M
1.86%
Sole
1.65M
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.24M
TypeSH
Market value$400.45M
1.76%
Sole
1.24M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares4.26M
TypeSH
Market value$399.38M
1.76%
Sole
4.26M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares1.31M
TypeSH
Market value$354.20M
1.56%
Sole
1.31M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares593K
TypeSH
Market value$344.30M
1.51%
Sole
593K
Shared
0.00
None
0.00
BANK OF AMERICA CORPORATION
SOLEShares5.81M
TypeSH
Market value$319.51M
1.40%
Sole
5.81M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.34M
TypeSH
Market value$307.00M
1.35%
Sole
1.34M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares1.47M
TypeSH
Market value$302.58M
1.33%
Sole
1.47M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares477.90K
TypeSH
Market value$276.92M
1.22%
Sole
477.90K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares508K
TypeSH
Market value$265.48M
1.17%
Sole
508K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares2.74M
TypeSH
Market value$261.58M
1.15%
Sole
2.74M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 4.30M | SH | $2.08B 9.14% | 4.30M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 6.30M | SH | $1.97B 8.66% | 6.30M | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 7.17M | SH | $1.34B 5.88% | 7.17M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 4.85M | SH | $1.12B 4.93% | 4.85M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 6.69M | SH | $904.15M 3.98% | 6.69M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.66M | SH | $722.01M 3.17% | 2.66M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 2.08M | SH | $719.68M 3.16% | 2.08M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 4.51M | SH | $692.77M 3.05% | 4.51M | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.41M | SH | $493.88M 2.17% | 1.41M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 444.10K | SH | $477.31M 2.10% | 444.10K | 0.00 | 0.00 |
ADVANCED MICRO DEVSOLE | COM | 2.15M | SH | $461.19M 2.03% | 2.15M | 0.00 | 0.00 |
KLA CORPSOLE | COM | 378K | SH | $459.15M 2.02% | 378K | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 2.58M | SH | $448.02M 1.97% | 2.58M | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.89M | SH | $442.57M 1.95% | 3.89M | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 1.65M | SH | $423.50M 1.86% | 1.65M | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.24M | SH | $400.45M 1.76% | 1.24M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 4.26M | SH | $399.38M 1.76% | 4.26M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 1.31M | SH | $354.20M 1.56% | 1.31M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 593K | SH | $344.30M 1.51% | 593K | 0.00 | 0.00 |
BANK OF AMERICA CORPORATIONSOLE | COM | 5.81M | SH | $319.51M 1.40% | 5.81M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.34M | SH | $307.00M 1.35% | 1.34M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 1.47M | SH | $302.58M 1.33% | 1.47M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 477.90K | SH | $276.92M 1.22% | 477.90K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 508K | SH | $265.48M 1.17% | 508K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 2.74M | SH | $261.58M 1.15% | 2.74M | 0.00 | 0.00 |
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