Filed: 4/28/2026ACC: 0001062993-26-002177
π What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13FβHR report disclosing 78 equity positions with a total reported market value of $20.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$20.52B
Total AUM (reported)
107.99M
Total Shares
Allocation by class
COM$16.23B79.1%
CL A$3.48B17.0%
SHS$697.97M3.4%
CL B$111.04M0.5%
Portfolio Concentration
Top 3$4.91B23.9%
4β10$4.37B21.3%
11β25$4.62B22.5%
Rest$6.62B32.3%
Top 3 weight
23.9%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 107.99M
Sole
Full voting authority
107.99M
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)
Sole78
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings78
Rows:
NVIDIA CORP
SOLEShares9.71M
TypeSH
Market value$1.69B
8.25%
Sole
9.71M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.64M
TypeSH
Market value$1.62B
7.91%
Sole
5.64M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.30M
TypeSH
Market value$1.59B
7.76%
Sole
4.30M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares5.07M
TypeSH
Market value$1.06B
5.15%
Sole
5.07M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares2.48M
TypeSH
Market value$766.85M
3.74%
Sole
2.48M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.66M
TypeSH
Market value$673.69M
3.28%
Sole
2.66M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares3.57M
TypeSH
Market value$569.54M
2.78%
Sole
3.57M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares2.33M
TypeSH
Market value$452.89M
2.21%
Sole
2.33M
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.45M
TypeSH
Market value$425.44M
2.07%
Sole
1.45M
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.41M
TypeSH
Market value$425.31M
2.07%
Sole
1.41M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares4.26M
TypeSH
Market value$409.60M
2.00%
Sole
4.26M
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares3.17M
TypeSH
Market value$401.10M
1.95%
Sole
3.17M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares421.70K
TypeSH
Market value$388.01M
1.89%
Sole
421.70K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares630.20K
TypeSH
Market value$360.48M
1.76%
Sole
630.20K
Shared
0.00
None
0.00
ADVANCED MICRO DEV
SOLEShares1.73M
TypeSH
Market value$350.66M
1.71%
Sole
1.73M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares984K
TypeSH
Market value$312.83M
1.52%
Sole
984K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.39M
TypeSH
Market value$303.03M
1.48%
Sole
1.39M
Shared
0.00
None
0.00
WALT DISNEY CO/THE
SOLEShares3.14M
TypeSH
Market value$302.95M
1.48%
Sole
3.14M
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares875.40K
TypeSH
Market value$298.93M
1.46%
Sole
875.40K
Shared
0.00
None
0.00
KLA CORP
SOLEShares199K
TypeSH
Market value$292.77M
1.43%
Sole
199K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares593K
TypeSH
Market value$287.34M
1.40%
Sole
593K
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares540.36K
TypeSH
Market value$270.00M
1.32%
Sole
540.36K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares508K
TypeSH
Market value$216.04M
1.05%
Sole
508K
Shared
0.00
None
0.00
CINTAS CORPORATION
SOLEShares1.28M
TypeSH
Market value$215.67M
1.05%
Sole
1.28M
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares1.28M
TypeSH
Market value$210.41M
1.03%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 9.71M | SH | $1.69B 8.25% | 9.71M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 5.64M | SH | $1.62B 7.91% | 5.64M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.30M | SH | $1.59B 7.76% | 4.30M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 5.07M | SH | $1.06B 5.15% | 5.07M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 2.48M | SH | $766.85M 3.74% | 2.48M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.66M | SH | $673.69M 3.28% | 2.66M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 3.57M | SH | $569.54M 2.78% | 3.57M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 2.33M | SH | $452.89M 2.21% | 2.33M | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.45M | SH | $425.44M 2.07% | 1.45M | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.41M | SH | $425.31M 2.07% | 1.41M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 4.26M | SH | $409.60M 2.00% | 4.26M | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 3.17M | SH | $401.10M 1.95% | 3.17M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 421.70K | SH | $388.01M 1.89% | 421.70K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 630.20K | SH | $360.48M 1.76% | 630.20K | 0.00 | 0.00 |
ADVANCED MICRO DEVSOLE | COM | 1.73M | SH | $350.66M 1.71% | 1.73M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 984K | SH | $312.83M 1.52% | 984K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.39M | SH | $303.03M 1.48% | 1.39M | 0.00 | 0.00 |
WALT DISNEY CO/THESOLE | COM | 3.14M | SH | $302.95M 1.48% | 3.14M | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 875.40K | SH | $298.93M 1.46% | 875.40K | 0.00 | 0.00 |
KLA CORPSOLE | COM | 199K | SH | $292.77M 1.43% | 199K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 593K | SH | $287.34M 1.40% | 593K | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 540.36K | SH | $270.00M 1.32% | 540.36K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 508K | SH | $216.04M 1.05% | 508K | 0.00 | 0.00 |
CINTAS CORPORATIONSOLE | COM | 1.28M | SH | $215.67M 1.05% | 1.28M | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 1.28M | SH | $210.41M 1.03% | 1.28M | 0.00 | 0.00 |
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