Alecta Tjanstepension Omsesidigt portfolio
Managed by . 78 reported positions worth $20.5B as of 2026-03-31, filed with the SEC on 2026-04-28. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 28 days old on 2026-04-28, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BF/B | BROWN-FORMAN CORP | $41.7M | 1,600,000 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1.7B | 9,707,900 | 8.25% | +35% |
| AMZN | AMAZON.COM INC. | $1.1B | 5,073,500 | 5.15% | +5% |
| AVGO | BROADCOM CORPORATION | $766.8M | 2,478,900 | 3.74% | +19% |
| JPM | J.P. MORGAN CHASE & CO | $425.4M | 1,446,300 | 2.07% | +16% |
| META | META PLATFORMS INC | $360.5M | 630,200 | 1.76% | +250% |
| ABBV | ABBVIE INC | $303.0M | 1,393,700 | 1.48% | +4% |
| MA | MASTERCARD INC | $270.0M | 540,360 | 1.32% | +372% |
| MS | MORGAN STANLEY | $210.4M | 1,279,100 | 1.03% | +36% |
| WMT | WAL-MART STORES, INC. | $209.1M | 1,684,200 | 1.02% | +32% |
| SNPS | SYNOPSYS INC. | $192.1M | 484,860 | 0.94% | +4% |
| FITB | FIFTH THIRD BANCORP | $182.5M | 3,928,300 | 0.89% | +17% |
| SYK | STRYKER CORP | $180.0M | 547,900 | 0.88% | +12% |
| BSX | BOSTON SCIENTIFIC CORP | $179.7M | 2,865,900 | 0.88% | +4% |
| PANW | PALO ALTO NETWORKS INC | $164.3M | 1,025,000 | 0.80% | +85% |
| CRM | SALESFORCE COM INC | $153.2M | 821,040 | 0.75% | +47% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| APH | AMPHENOL CORPORATION | $401.1M | 3,175,000 | 1.95% | -53% |
| AME | AMETEK INC | $156.5M | 730,365 | 0.76% | -50% |
| KLAC | KLA CORP | $292.8M | 199,000 | 1.43% | -47% |
| AMAT | APPLIED MATERIALS INC | $298.9M | 875,400 | 1.46% | -47% |
| TT | TRANE TECHNOLOGIES PLC | $95.6M | 229,400 | 0.47% | -43% |
| DG | DOLLAR GENERAL | $70.7M | 595,900 | 0.34% | -36% |
| BAC | BANK OF AMERICA CORPORATION | $195.1M | 4,003,200 | 0.95% | -31% |
| NKE | NIKE INC | $111.0M | 2,102,300 | 0.54% | -31% |
| ULTA | ULTA BEAUTY INC | $116.2M | 222,505 | 0.57% | -30% |
| LIN | LINDE PLC | $190.2M | 383,800 | 0.93% | -30% |
| TMO | THERMO FISHER SCIENTIFIC INC | $173.2M | 352,200 | 0.84% | -26% |
| ITW | ILLINOIS TOOL WORKS INC | $157.0M | 603,500 | 0.77% | -26% |
| ROK | ROCKWELL AUTOMATION INC | $147.9M | 412,475 | 0.72% | -25% |
| ADI | ANALOG DEVICES | $312.8M | 984,000 | 1.52% | -25% |
| COST | COSTCO WHOLESALE CORP | $84.6M | 84,900 | 0.41% | -21% |
All reported holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $1.7B | 9,707,900 | 8.25% | — |
| GOOGL | ALPHABET INC | $1.6B | 5,642,500 | 7.91% | — |
| MSFT | MICROSOFT CORP | $1.6B | 4,300,000 | 7.76% | — |
| AMZN | AMAZON.COM INC. | $1.1B | 5,073,500 | 5.15% | — |
| AVGO | BROADCOM CORPORATION | $766.8M | 2,478,900 | 3.74% | — |
| AAPL | APPLE INC | $673.7M | 2,656,000 | 3.28% | — |
| TJX | TJX COS INC | $569.5M | 3,566,065 | 2.78% | — |
| TXN | TEXAS INSTRUMENTS | $452.9M | 2,333,300 | 2.21% | — |
| JPM | J.P. MORGAN CHASE & CO | $425.4M | 1,446,300 | 2.07% | — |
| V | VISA INC A | $425.3M | 1,407,600 | 2.07% | — |
| NFLX | NETFLIX INC | $409.6M | 4,260,000 | 2.00% | — |
| APH | AMPHENOL CORPORATION | $401.1M | 3,175,000 | 1.95% | — |
| LLY | ELI LILLY & CO | $388.0M | 421,700 | 1.89% | — |
| META | META PLATFORMS INC | $360.5M | 630,200 | 1.76% | — |
| AMD | ADVANCED MICRO DEV | $350.7M | 1,725,500 | 1.71% | — |
| ADI | ANALOG DEVICES | $312.8M | 984,000 | 1.52% | — |
| ABBV | ABBVIE INC | $303.0M | 1,393,700 | 1.48% | — |
| DIS | WALT DISNEY CO/THE | $302.9M | 3,143,900 | 1.48% | — |
| AMAT | APPLIED MATERIALS INC | $298.9M | 875,400 | 1.46% | — |
| KLAC | KLA CORP | $292.8M | 199,000 | 1.43% | — |
| SPOT | SPOTIFY TECHNOLOGY S.A | $287.3M | 593,000 | 1.40% | — |
| MA | MASTERCARD INC | $270.0M | 540,360 | 1.32% | — |
| SPGI | S&P GLOBAL INC | $216.0M | 508,000 | 1.05% | — |
| CTAS | CINTAS CORPORATION | $215.7M | 1,275,500 | 1.05% | — |
| MS | MORGAN STANLEY | $210.4M | 1,279,100 | 1.03% | — |
| WMT | WAL-MART STORES, INC. | $209.1M | 1,684,200 | 1.02% | — |
| PNC | PNC BANK CORP | $204.2M | 981,700 | 1.00% | — |
| MRK | MERCK & CO | $197.3M | 1,640,300 | 0.96% | — |
| BAC | BANK OF AMERICA CORPORATION | $195.1M | 4,003,200 | 0.95% | — |
| SNPS | SYNOPSYS INC. | $192.1M | 484,860 | 0.94% | — |
| LIN | LINDE PLC | $190.2M | 383,800 | 0.93% | — |
| FITB | FIFTH THIRD BANCORP | $182.5M | 3,928,300 | 0.89% | — |
| SYK | STRYKER CORP | $180.0M | 547,900 | 0.88% | — |
| BSX | BOSTON SCIENTIFIC CORP | $179.7M | 2,865,900 | 0.88% | — |
| CAT | CATERPILLAR INC. | $176.0M | 248,500 | 0.86% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $173.2M | 352,200 | 0.84% | — |
| DHR | DANAHER CORP | $166.6M | 879,300 | 0.81% | — |
| PANW | PALO ALTO NETWORKS INC | $164.3M | 1,025,000 | 0.80% | — |
| ITW | ILLINOIS TOOL WORKS INC | $157.0M | 603,500 | 0.77% | — |
| AME | AMETEK INC | $156.5M | 730,365 | 0.76% | — |
| CRM | SALESFORCE COM INC | $153.2M | 821,040 | 0.75% | — |
| NOW | SERVICENOW INC | $152.6M | 1,459,400 | 0.74% | — |
| ORCL | ORACLE CORP | $152.2M | 1,035,000 | 0.74% | — |
| ABT | ABBOTT LABS | $149.3M | 1,455,700 | 0.73% | — |
| JNJ | JOHNSON & JOHNSON | $148.4M | 607,100 | 0.72% | — |
| ROK | ROCKWELL AUTOMATION INC | $147.9M | 412,475 | 0.72% | — |
| PGR | PROGRESSIVE CORP/THE | $137.7M | 694,800 | 0.67% | — |
| HD | HOME DEPOT INC | $133.3M | 405,500 | 0.65% | — |
| GGG | GRACO INC | $130.0M | 1,535,100 | 0.63% | — |
| ECL | ECOLAB | $127.4M | 479,000 | 0.62% | — |
| UNH | UNITED HEALTHCARE | $125.7M | 464,800 | 0.61% | — |
| ACN | ACCENTURE PLC | $124.8M | 630,000 | 0.61% | — |
| ISRG | INTUITIVE SURGICAL INC | $121.7M | 263,900 | 0.59% | — |
| MCK | MCKESSON CORP (NEW) | $120.7M | 139,500 | 0.59% | — |
| ULTA | ULTA BEAUTY INC | $116.2M | 222,505 | 0.57% | — |
| GILD | GILEAD SCIENCES INC | $113.5M | 814,325 | 0.55% | — |
| COO | COOPER COS INC/THE | $111.7M | 1,563,000 | 0.54% | — |
| NKE | NIKE INC | $111.0M | 2,102,300 | 0.54% | — |
| INTU | INTUIT INC | $110.3M | 255,240 | 0.54% | — |
| IEX | IDEX CORP | $109.7M | 579,000 | 0.53% | — |
| BKNG | BOOKING HOLDINGS INC | $108.1M | 25,700 | 0.53% | — |
| ZTS | ZOETIS INC | $104.2M | 882,200 | 0.51% | — |
| TSCO | TRACTOR SUPPLY CO | $99.6M | 2,197,700 | 0.49% | — |
| TT | TRANE TECHNOLOGIES PLC | $95.6M | 229,400 | 0.47% | — |
| INTC | INTEL CORP | $88.7M | 2,009,600 | 0.43% | — |
| EL | LAUDER (ESTEE) CO. | $85.3M | 1,188,600 | 0.42% | — |
| COST | COSTCO WHOLESALE CORP | $84.6M | 84,900 | 0.41% | — |
| PODD | INSULET CORP | $82.7M | 394,300 | 0.40% | — |
| USB | U.S. BANCORP | $77.0M | 1,480,500 | 0.38% | — |
| DG | DOLLAR GENERAL | $70.7M | 595,900 | 0.34% | — |
| KKR | KKR & CO INC | $68.5M | 739,700 | 0.33% | — |
| MKC | MCCORMICK & CO INC/MD | $65.9M | 1,306,700 | 0.32% | — |
| PH | PARKER-HANNIFIN CORP | $62.6M | 70,040 | 0.31% | — |
| ADBE | ADOBE SYSTEMS | $48.1M | 198,000 | 0.23% | — |
| ADP | AUTOMATIC DATA PROCESSING INC | $47.4M | 233,400 | 0.23% | — |
| SHW | SHERWIN-WILLIAMS | $41.0M | 128,000 | 0.20% | — |
| CDNS | CADENCE DESIGN SYSTEMS INC | $36.9M | 133,000 | 0.18% | — |
| VRSK | VERISK ANALYTICS INC | $33.9M | 178,637 | 0.17% | — |
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by Alecta Tjanstepension Omsesidigt (CIK 1484429, accession 0001062993-26-002177). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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