§ 13F · FUND PROFILE
Alecta Tjanstepension Omsesidigt.
AUM · $23.8B (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.0B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 9.84M | $2.0B | 8.3% | +1% |
| 2 | GOOGL | ALPHABET INC | 5.47M | $2.0B | 8.2% | −3% |
| 3 | MSFT | MICROSOFT CORP | 4.30M | $1.6B | 6.7% | ±0% |
| 4 | AMZN | AMAZON.COM INC. | 4.99M | $1.2B | 5.0% | −2% |
| 5 | AVGO | BROADCOM CORPORATION | 2.58M | $972M | 4.1% | +4% |
| 6 | AAPL | APPLE INC | 2.66M | $768M | 3.2% | ±0% |
| 7 | META | META PLATFORMS INC | 1.09M | $614M | 2.6% | +73% |
| 8 | JPM | J.P. MORGAN CHASE & CO | 1.86M | $609M | 2.6% | +29% |
| 9 | AMD | ADVANCED MICRO DEV | 962K | $558M | 2.3% | −44% |
| 10 | AMAT | APPLIED MATERIALS INC | 736K | $532M | 2.2% | −16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALECTA SIGNAL
AC read
Alecta Tjanstepension Omsesidigt is a Income / Defensive fund managing $23.8 billion in assets. The fund runs a portfolio of 91 positions.
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