CIK: 0001484429
Total reported value
$20.5B
Reporting period: 2026-03-31 · Number of holdings: 78
Alecta Tjanstepension Omsesidigt disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $20.5B and a quarterly turnover rate of 26.1%.
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Alecta Tjanstepension Omsesidigt's disclosed holdings carry a Herfindahl concentration index of 0.032 — mathematically equivalent to about 31 equally-sized positions, well below its 78 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.23), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add NVDA
+35.3% $354.3M
Trim APH
-52.5% -$503.1M
Trim MSFT
0.0% -$488.0M
Add META
+250.1% $241.7M
Add MA
+371.5% $204.6M
Trim GOOGL
-10.4% -$347.9M
Alecta is aggressively scaling into the highest-momentum tech names — NVDA, META, MA — while trimming APH, GOOGL, and KLAC to recycle capital toward stronger price trends. This is a deliberate acceleration play, not a sector rotation: they are concentrating firepower into the market's favorite winners and cutting laggards to maximize return velocity.
The fund is betting on a regime of persistent AI-led growth, low discount rates, and expanding multiples for semiconductor and digital advertising leaders. The opposing thesis: this is the late-cycle peak of a crowded momentum trade where any macro or earnings disappointment will trigger violent multiple compression, especially for the most extended names like NVDA and META.
Alecta's momentum tilt score of 100 means the entire portfolio is levered to the continuation of current trends — a structural vulnerability to a sudden factor unwind. If liquidity tightens, AI capex disappoints, or the semicon cycle turns, this strategy offers no downside buffer; it is fully exposed to the reflexive crash that follows when consensus momentum breaks.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.25% | +2.37% | +35.33% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.91% | -0.75% | -10.38% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.76% | -1.38% | — | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.15% | +0.23% | +4.54% | |
| 5 | AVGO | Broadcom INC | Stock-Tech | 3.74% | +0.58% | +19.18% | |
| 6 | AAPL | Apple INC | Stock-Tech | 3.28% | +0.11% | — | |
| 7 | TJX | Tjx Companies INC | Stock-Consumer Disc | 2.78% | -0.27% | -20.92% | |
| 8 | TXN | Texas Instruments INC | Stock-Tech | 2.21% | — | -9.67% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | +0.31% | +16.40% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.07% | -0.10% | — | |
| 11 | NFLX | Netflix INC | Stock-Comm Services | 2.00% | — | — | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 1.95% | -2.03% | -52.54% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.89% | -0.21% | -5.04% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | +1.24% | +250.11% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.71% | -0.32% | -19.89% | |
| 16 | ADI | Analog Devices INC | Stock-Tech | 1.52% | -0.04% | -24.68% | |
| 17 | ABBV | Abbvie INC | Stock-Healthcare | 1.48% | — | +3.71% | |
| 18 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.48% | -0.47% | -19.19% | |
| 19 | AMAT | Applied Materials INC | Stock-Tech | 1.46% | -0.40% | -46.91% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.43% | -0.59% | -47.35% | |
| 21 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.40% | -0.11% | — | |
| 22 | MA | Mastercard INC - A | Stock-Financials | 1.32% | +1.03% | +371.52% | |
| 23 | SPGI | S&p Global INC | Stock-Financials | 1.05% | -0.12% | — | |
| 24 | CTAS | Cintas CORP | Stock-Industrials | 1.05% | -0.10% | -8.28% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.03% | +0.29% | +35.79% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 1.02% | +0.39% | +31.80% | |
| 27 | PNC | Pnc Financial Services Group | Stock-Financials | 1.00% | — | — | |
| 28 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.96% | — | — | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.95% | -0.45% | -31.10% | |
| 30 | SNPS | Synopsys INC | Stock-Tech | 0.94% | -0.02% | +3.83% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.93% | -0.09% | -29.77% | |
| 32 | FITB | Fifth Third Bancorp | Stock-Financials | 0.89% | — | +16.65% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.88% | — | +12.39% | |
| 34 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.88% | -0.27% | +4.48% | |
| 35 | CAT | Caterpillar INC | Stock-Industrials | 0.86% | +0.23% | — | |
| 36 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.84% | -0.38% | -26.30% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.81% | -0.31% | -21.07% | |
| 38 | PANW | Palo Alto Networks INC | Stock-Tech | 0.80% | +0.35% | +84.68% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.77% | -0.11% | -25.83% | |
| 40 | AME | Ametek INC | Stock-Industrials | 0.76% | -0.57% | -50.45% | |
| 41 | CRM | Salesforce INC | Stock-Tech | 0.75% | — | +46.61% | |
| 42 | NOW | Servicenow INC | Stock-Tech | 0.74% | +0.24% | +94.59% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.28% | -13.24% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | — | +4.87% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | +0.72% | NEW | |
| 46 | ROK | Rockwell Automation INC | Stock-Industrials | 0.72% | -0.22% | -25.18% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.67% | — | — | |
| 48 | HD | Home Depot INC | Stock-Consumer Disc | 0.65% | -0.05% | -12.93% | |
| 49 | GGG | Graco INC | Stock-Industrials | 0.63% | — | -12.28% | |
| 50 | ECL | Ecolab INC | Stock-Materials | 0.62% | — | — |
Performance for Q3 2026
+1.8%
Performance Last 4 Quarters
+25.9%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 78 | $20.5B | 26 | |
| 2025-12-31 | 73 | $22.7B | 13 | |
| 2025-09-30 | 68 | $22.4B | 30 | |
| 2025-06-30 | 66 | $21.3B | 0 | |
| 2025-03-31 | 65 | $17.8B | 100 | |
| 2024-12-31 | 58 | $19.0B | 0 | |
| 2024-09-30 | 40 | $18.2B | 0 | |
| 2024-06-30 | 40 | $17.9B | 0 | |
| 2024-03-31 | 40 | $17.5B | 0 | |
| 2023-12-31 | 39 | $16.1B | 0 | |
| 2023-09-30 | 33 | $13.3B | 0 | |
| 2023-06-30 | 23 | $13.9B | 0 | |
| 2023-03-31 | 23 | $15.9B | 0 | |
| 2022-12-31 | 27 | $16.9B | 0 | |
| 2022-09-30 | 29 | $16.4B | 0 | |
| 2022-06-30 | 31 | $17.3B | 0 | |
| 2022-03-31 | 31 | $20.5B | 0 | |
| 2021-12-31 | 34 | $23.0B | 0 | |
| 2021-09-30 | 35 | $21.1B | 0 | |
| 2021-06-30 | 38 | $21.7B | 94 | |
| 2021-03-31 | 38 | $19.3B | 15 | |
| 2020-12-31 | 39 | $18.1B | 19 | |
| 2020-09-30 | 40 | $15.6B | 13 | |
| 2020-06-30 | 40 | $14.3B | 23 | |
| 2020-03-31 | 40 | $11.5B | 27 | |
| 2019-12-31 | 37 | $13.7B | 11 | |
| 2019-09-30 | 38 | $12.5B | 11 | |
| 2019-06-30 | 38 | $12.2B | 10 | |
| 2019-03-31 | 34 | $11.7B | 22 | |
| 2018-12-31 | 34 | $9.8B | 21 | |
| 2018-09-30 | 35 | $11.7B | 27 | |
| 2018-06-30 | 36 | $12.0B | 19 | |
| 2018-03-31 | 33 | $11.6B | 13 | |
| 2017-12-31 | 35 | $12.3B | 9 | |
| 2017-09-30 | 35 | $11.7B | 11 | |
| 2017-06-30 | 35 | $11.3B | 14 | |
| 2017-03-31 | 36 | $11.2B | 17 | |
| 2016-12-31 | 34 | $10.8B | 13 | |
| 2016-09-30 | 33 | $10.4B | 10 | |
| 2016-06-30 | 32 | $10.2B | 11 | |
| 2016-03-31 | 31 | $10.4B | 17 | |
| 2015-12-31 | 29 | $9.6B | 36 | |
| 2015-09-30 | 27 | $8.4B | 14 | |
| 2015-06-30 | 28 | $8.2B | 8 | |
| 2015-03-31 | 25 | $8.1B | 26 | |
| 2014-12-31 | 27 | $6.9B | 0 |
Alecta Tjanstepension Omsesidigt's most significant position changes for 2026-03-31: New buy: Johnson & Johnson (JNJ); New buy: Intuit INC (INTU); New buy: Kkr & Co INC (KKR); New buy: Parker Hannifin CORP (PH); Sold out: Brown-forman Corp-class B (BF-B).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +35.33% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.2% | +250.11% | Add |
| 3 | MA | Mastercard INC - A | +1% | +371.52% | Add |
| 4 | AVGO | Broadcom INC | +0.6% | +19.18% | Add |
| 5 | WMT | Walmart INC | +0.4% | +31.80% | Add |
| 6 | PANW | Palo Alto Networks INC | +0.4% | +84.68% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +16.40% | Add |
| 8 | MS | Morgan Stanley | +0.3% | +35.79% | Add |
| 9 | NOW | Servicenow INC | +0.2% | +94.59% | Add |
| 10 | AMZN | Amazon.com INC | +0.2% | +4.54% | Add |
| 11 | CAT | Caterpillar INC | +0.2% | — | Unchanged |
| 12 | AAPL | Apple INC | +0.1% | — | Unchanged |
| 13 | SNPS | Synopsys INC | 0% | +3.83% | Add |
| 14 | ADI | Analog Devices INC | 0% | -24.68% | Trim |
| 15 | HD | Home Depot INC | -0.1% | -12.93% | Trim |
| 16 | UNH | Unitedhealth Group INC | -0.1% | — | Unchanged |
| 17 | LIN | Linde plc | -0.1% | -29.77% | Trim |
| 18 | V | Visa Inc-class A Shares | -0.1% | — | Unchanged |
| 19 | CTAS | Cintas CORP | -0.1% | -8.28% | Trim |
| 20 | SPOT | Spotify Technology S.A. | -0.1% | — | Unchanged |
| 21 | ITW | Illinois Tool Works | -0.1% | -25.83% | Trim |
| 22 | SPGI | S&p Global INC | -0.1% | — | Unchanged |
| 23 | ACN | Accenture plc | -0.1% | — | Unchanged |
| 24 | LLY | Eli Lilly & Co | -0.2% | -5.04% | Trim |
| 25 | TT | Trane Technologies plc | -0.2% | -42.65% | Trim |
| 26 | DG | Dollar General CORP | -0.2% | -36.19% | Trim |
| 27 | ROK | Rockwell Automation INC | -0.2% | -25.18% | Trim |
| 28 | TJX | Tjx Companies INC | -0.3% | -20.92% | Trim |
| 29 | BSX | Boston Scientific CORP | -0.3% | +4.48% | Add |
| 30 | ORCL | Oracle CORP | -0.3% | -13.24% | Trim |
| 31 | ULTA | Ulta Beauty INC | -0.3% | -30.49% | Trim |
| 32 | DHR | Danaher CORP | -0.3% | -21.07% | Trim |
| 33 | NKE | Nike INC -cl B | -0.3% | -30.62% | Trim |
| 34 | AMD | Advanced Micro Devices | -0.3% | -19.89% | Trim |
| 35 | TMO | Thermo Fisher Scientific INC | -0.4% | -26.30% | Trim |
| 36 | AMAT | Applied Materials INC | -0.4% | -46.91% | Trim |
| 37 | BAC | Bank Of America CORP | -0.5% | -31.10% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.5% | -19.19% | Trim |
| 39 | AME | Ametek INC | -0.6% | -50.45% | Trim |
| 40 | KLAC | Kla CORP | -0.6% | -47.35% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.8% | -10.38% | Trim |
| 42 | MSFT | Microsoft CORP | -1.4% | — | Unchanged |
| 43 | APH | Amphenol Corp-cl A | -2% | -52.54% | Trim |
| 44 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 45 | INTU | Intuit INC | — | NEW | New buy |
| 46 | KKR | Kkr & Co INC | — | NEW | New buy |
| 47 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 48 | BF-B | Brown-forman Corp-class B | — | EXIT | Sold out |
| 49 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 50 | CDNS | Cadence Design Sys INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-12-08 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-06 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-18 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-31 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-29 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-17 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-12 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-03 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-13 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-13 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-07 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-22 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-25 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-19 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-24 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-28 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-21 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-22 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-30 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-25 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-31 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-05 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-09 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-02 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-06 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-03 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-18 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-01 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-08 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-22 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-15 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-02 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-24 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
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