Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alecta Tjanstepension Omsesidigt (CIK 1484429) reported $20.52B across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($1.69B, 8.25%), GOOGL ($1.62B, 7.91%), MSFT ($1.59B, 7.76%), AMZN ($1.06B, 5.15%), AVGO ($766.8M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $1.69B | 8.25% | 9.7M | Added |
| 2 | GOOGL | ALPHABET INC | $1.62B | 7.91% | 5.6M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $1.59B | 7.76% | 4.3M | Hold |
| 4 | AMZN | AMAZON.COM INC. | $1.06B | 5.15% | 5.1M | Added |
| 5 | AVGO | BROADCOM CORPORATION | $766.8M | 3.74% | 2.5M | Added |
| 6 | AAPL | APPLE INC | $673.7M | 3.28% | 2.7M | Hold |
| 7 | TJX | TJX COS INC | $569.5M | 2.78% | 3.6M | Trimmed |
| 8 | TXN | TEXAS INSTRUMENTS | $452.9M | 2.21% | 2.3M | Trimmed |
| 9 | V | VISA INC A | $425.3M | 2.07% | 1.4M | Hold |
| 10 | JPM | J.P. MORGAN CHASE & CO | $425.4M | 2.07% | 1.4M | Added |
| 11 | NFLX | NETFLIX INC | $409.6M | 2.00% | 4.3M | Hold |
| 12 | APH | AMPHENOL CORPORATION | $401.1M | 1.95% | 3.2M | Trimmed |
| 13 | LLY | ELI LILLY & CO | $388.0M | 1.89% | 421,700 | Trimmed |
| 14 | META | META PLATFORMS INC | $360.5M | 1.76% | 630,200 | Added |
| 15 | AMD | ADVANCED MICRO DEV | $350.7M | 1.71% | 1.7M | Trimmed |
| 16 | ADI | ANALOG DEVICES | $312.8M | 1.52% | 984,000 | Trimmed |
| 17 | DIS | WALT DISNEY CO/THE | $302.9M | 1.48% | 3.1M | Trimmed |
| 18 | ABBV | ABBVIE INC | $303.0M | 1.48% | 1.4M | Added |
| 19 | AMAT | APPLIED MATERIALS INC | $298.9M | 1.46% | 875,400 | Trimmed |
| 20 | KLAC | KLA CORP | $292.8M | 1.43% | 199,000 | Trimmed |
| 21 | SPOT | SPOTIFY TECHNOLOGY S.A | $287.3M | 1.40% | 593,000 | Hold |
| 22 | MA | MASTERCARD INC | $270.0M | 1.32% | 540,360 | Added |
| 23 | CTAS | CINTAS CORPORATION | $215.7M | 1.05% | 1.3M | Trimmed |
| 24 | SPGI | S&P GLOBAL INC | $216.0M | 1.05% | 508,000 | Hold |
| 25 | MS | MORGAN STANLEY | $210.4M | 1.03% | 1.3M | Added |
Source: SEC Form 13F filings · as of 2026-03-31