Filed: 7/23/2026ACC: 0001062993-26-003791
📋 What this filing means
ALECTA TJANSTEPENSION OMSESIDIGT filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $23.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$23.77B
Total AUM (reported)
110.87M
Total Shares
Allocation by class
COM$18.37B77.3%
CL A$4.67B19.6%
SHS$658.73M2.8%
CL B$79.57M0.3%
Portfolio Concentration
Top 3$5.52B23.2%
4–10$5.24B22.0%
11–25$5.42B22.8%
Rest$7.59B31.9%
Top 3 weight
23.2%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 110.87M
Sole
Full voting authority
110.87M
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)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
NVIDIA CORP
SOLEShares9.84M
TypeSH
Market value$1.97B
8.27%
Sole
9.84M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.47M
TypeSH
Market value$1.95B
8.22%
Sole
5.47M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.30M
TypeSH
Market value$1.60B
6.74%
Sole
4.30M
Shared
0.00
None
0.00
AMAZON.COM INC.
SOLEShares4.99M
TypeSH
Market value$1.19B
5.00%
Sole
4.99M
Shared
0.00
None
0.00
BROADCOM CORPORATION
SOLEShares2.58M
TypeSH
Market value$972.05M
4.09%
Sole
2.58M
Shared
0.00
None
0.00
APPLE INC
SOLEShares2.66M
TypeSH
Market value$767.82M
3.23%
Sole
2.66M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.09M
TypeSH
Market value$613.82M
2.58%
Sole
1.09M
Shared
0.00
None
0.00
J.P. MORGAN CHASE & CO
SOLEShares1.86M
TypeSH
Market value$608.76M
2.56%
Sole
1.86M
Shared
0.00
None
0.00
ADVANCED MICRO DEV
SOLEShares961.60K
TypeSH
Market value$557.88M
2.35%
Sole
961.60K
Shared
0.00
None
0.00
APPLIED MATERIALS INC
SOLEShares735.50K
TypeSH
Market value$531.77M
2.24%
Sole
735.50K
Shared
0.00
None
0.00
VISA INC A
SOLEShares1.49M
TypeSH
Market value$510.12M
2.15%
Sole
1.49M
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares1.70M
TypeSH
Market value$507.67M
2.14%
Sole
1.70M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares421.70K
TypeSH
Market value$505.74M
2.13%
Sole
421.70K
Shared
0.00
None
0.00
AMPHENOL CORPORATION
SOLEShares2.73M
TypeSH
Market value$481.80M
2.03%
Sole
2.73M
Shared
0.00
None
0.00
ANALOG DEVICES
SOLEShares923.30K
TypeSH
Market value$366.42M
1.54%
Sole
923.30K
Shared
0.00
None
0.00
KLA CORP
SOLEShares1.19M
TypeSH
Market value$358.72M
1.51%
Sole
1.19M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.39M
TypeSH
Market value$350.10M
1.47%
Sole
1.39M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.02M
TypeSH
Market value$349.12M
1.47%
Sole
1.02M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares4.26M
TypeSH
Market value$304.04M
1.28%
Sole
4.26M
Shared
0.00
None
0.00
TJX COS INC
SOLEShares1.99M
TypeSH
Market value$301.19M
1.27%
Sole
1.99M
Shared
0.00
None
0.00
FIFTH THIRD BANCORP
SOLEShares5.02M
TypeSH
Market value$282.66M
1.19%
Sole
5.02M
Shared
0.00
None
0.00
INTEL CORP
SOLEShares2.01M
TypeSH
Market value$280.32M
1.18%
Sole
2.01M
Shared
0.00
None
0.00
MASTERCARD INC
SOLEShares540.36K
TypeSH
Market value$277.44M
1.17%
Sole
540.36K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S.A
SOLEShares593K
TypeSH
Market value$272.20M
1.15%
Sole
593K
Shared
0.00
None
0.00
PNC BANK CORP
SOLEShares1.10M
TypeSH
Market value$271.86M
1.14%
Sole
1.10M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPSOLE | COM | 9.84M | SH | $1.97B 8.27% | 9.84M | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 5.47M | SH | $1.95B 8.22% | 5.47M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.30M | SH | $1.60B 6.74% | 4.30M | 0.00 | 0.00 |
AMAZON.COM INC.SOLE | COM | 4.99M | SH | $1.19B 5.00% | 4.99M | 0.00 | 0.00 |
BROADCOM CORPORATIONSOLE | COM | 2.58M | SH | $972.05M 4.09% | 2.58M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2.66M | SH | $767.82M 3.23% | 2.66M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.09M | SH | $613.82M 2.58% | 1.09M | 0.00 | 0.00 |
J.P. MORGAN CHASE & COSOLE | COM | 1.86M | SH | $608.76M 2.56% | 1.86M | 0.00 | 0.00 |
ADVANCED MICRO DEVSOLE | COM | 961.60K | SH | $557.88M 2.35% | 961.60K | 0.00 | 0.00 |
APPLIED MATERIALS INCSOLE | COM | 735.50K | SH | $531.77M 2.24% | 735.50K | 0.00 | 0.00 |
VISA INC ASOLE | CL A | 1.49M | SH | $510.12M 2.15% | 1.49M | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 1.70M | SH | $507.67M 2.14% | 1.70M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 421.70K | SH | $505.74M 2.13% | 421.70K | 0.00 | 0.00 |
AMPHENOL CORPORATIONSOLE | CL A | 2.73M | SH | $481.80M 2.03% | 2.73M | 0.00 | 0.00 |
ANALOG DEVICESSOLE | COM | 923.30K | SH | $366.42M 1.54% | 923.30K | 0.00 | 0.00 |
KLA CORPSOLE | COM | 1.19M | SH | $358.72M 1.51% | 1.19M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.39M | SH | $350.10M 1.47% | 1.39M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | CL A | 1.02M | SH | $349.12M 1.47% | 1.02M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 4.26M | SH | $304.04M 1.28% | 4.26M | 0.00 | 0.00 |
TJX COS INCSOLE | COM | 1.99M | SH | $301.19M 1.27% | 1.99M | 0.00 | 0.00 |
FIFTH THIRD BANCORPSOLE | COM | 5.02M | SH | $282.66M 1.19% | 5.02M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 2.01M | SH | $280.32M 1.18% | 2.01M | 0.00 | 0.00 |
MASTERCARD INCSOLE | CL A | 540.36K | SH | $277.44M 1.17% | 540.36K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S.ASOLE | SHS | 593K | SH | $272.20M 1.15% | 593K | 0.00 | 0.00 |
PNC BANK CORPSOLE | COM | 1.10M | SH | $271.86M 1.14% | 1.10M | 0.00 | 0.00 |
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