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Alecta Tjanstepension Omsesidigt13F | |
| Alecta Tjanstepension Omsesidigt | |
| Last update 2025-07-10 | 66 Stocks (3 new) |
| Value $21.32 Bil | Turnover 8 % |
Alecta Tjanstepension Omsesidi... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 4,537,200 | 2,255,578.2 | +1.48% | 10.580 | +0.15% | 0.060 | +38.94% | +21.47% | 3,790,969.0 | Software | |
GOOGL | Alphabet Inc | 7,829,000 | 1,379,391.5 | -2.74% | 6.470 | -0.19% | 0.060 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
AMZN | Amazon.com Inc | 5,185,100 | 1,137,403.5 | -8.37% | 5.330 | -0.50% | 0.050 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 7,173,600 | 1,132,424.5 | +12.99% | 5.310 | +0.61% | 0.030 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
APH | Amphenol Corp | 8,427,600 | 831,972.7 | -22.98% | 3.900 | -0.92% | 0.700 | +59.12% | +49.45% | 125,000.0 | Hardware | |
TJX | TJX Companies Inc | 5,732,165 | 707,693.1 | -5.99% | 3.320 | -0.25% | 0.510 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical | |
NFLX | Netflix Inc | 442,000 | 591,533.0 | -2.04% | 2.770 | -0.05% | 0.100 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
AVGO | Broadcom Inc | 2,080,000 | 573,393.6 | +34.37% | 2.690 | +0.69% | 0.040 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
V | Visa Inc | 1,522,600 | 540,111.9 | -10.52% | 2.530 | -0.35% | 0.080 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
TXN | Texas Instruments Inc | 2,583,000 | 535,998.3 | -7.85% | 2.510 | -0.22% | 0.280 | +47.18% | +17.37% | 196,793.2 | Semiconductors |
Alecta Tjanstepension Omsesidigt's Historical Top Holdings Breakdowns
Alecta Tjanstepension Omsesidigt's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-06-30 | Add Add | +1.45% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Add 142.5% | 2,555,900 | 1,501,900 | |
APH | Amphenol Corp | 2025-06-30 | Reduce Reduce | -0.92% | 59.09 ($81.52) 98.75 | $103.34 | 26.77% | Reduce -22.98% | 8,427,600 | -2,514,000 | |
AVGO | Broadcom Inc | 2025-06-30 | Add Add | +0.69% | 146.29 ($216.36) 275.65 | $283.34 | 30.96% | Add 34.37% | 2,080,000 | 532,000 | |
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +0.61% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Add 12.99% | 7,173,600 | 825,000 | |
NKE | Nike Inc | 2025-06-30 | Reduce Reduce | -0.55% | 53.27 ($60.08) 72.04 | $72.47 | 20.62% | Reduce -31.05% | 3,454,700 | -1,555,900 | |
AMZN | Amazon.com Inc | 2025-06-30 | Reduce Reduce | -0.50% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Reduce -8.37% | 5,185,100 | -473,600 | |
DHR | Danaher Corp | 2025-06-30 | Reduce Reduce | -0.48% | 174.64 ($194.1) 205.16 | $190.05 | -2.09% | Reduce -27.33% | 1,114,000 | -419,000 | |
MCK | McKesson Corp | 2025-06-30 | New Buy New Buy | +0.48% | 652.83 ($705.19) 732.78 | $709.80 | 0.65% | New holding | 139,500 | 139,500 | |
SPOT | Spotify Technology SA | 2025-06-30 | Reduce Reduce | -0.47% | 503.3 ($640.38) 775.9 | $695.48 | 8.60% | Reduce -19.6% | 621,000 | -151,400 | |
ISRG | Intuitive Surgical Inc | 2025-06-30 | New Buy New Buy | +0.43% | 451.58 ($522.44) 565.94 | $518.62 | -0.73% | New holding | 169,700 | 169,700 |
Alecta Tjanstepension Omsesidigt Total Holding History ($B)
Alecta Tjanstepension Omsesidigt's Asset Allocation
Alecta Tjanstepension Omsesidigt Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Alecta Tjanstepension Omsesidigt's Hypothetical Growth since 2025-06-30
Alecta Tjanstepension Omsesidigt's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Alecta Tjanstepension Omsesidigt's Holdings Heat Map
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Alecta Tjanstepension Omsesidigt's Holdings Bubble Chart
Alecta Tjanstepension Omsesidigt News
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