AT

Alecta Tjanstepension Omsesidigt

13F
Alecta Tjanstepension Omsesidigt
Last update 2024-07-31 40 Stocks (1 new)
Value $17.95 Bil Turnover 3 %
Countries:
Top Holdings: GOOGL(11.00%)MSFT(10.91%)AMZN(8.51%)TJX(7.43%)APH(5.67%)
Portfolio Report
Summary Stock Picks Current Portfolio
Alecta Tjanstepension Omsesidi... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL 		Alphabet Inc
10,846,200
1974659.170
-4.26%
11.000
-0.42%
0.090
-9.07%
+16.79%
2009933.526
Interactive Media
MSFT 		Microsoft Corp
4,383,200
1958282.260
-2.45%
10.910
-0.26%
0.060
-4.05%
+14.64%
3188810.632
Software
AMZN 		Amazon.com Inc
7,900,500
1527482.670
-1.87%
8.510
-0.16%
0.080
+3.32%
+26.19%
2014939.980
Retail - Cyclical
TJX 		TJX Companies Inc
12,097,065
1332854.620
-0.70%
7.430
-0.05%
1.070
+6.04%
+26.43%
132525.057
Retail - Cyclical
APH 		Amphenol Corp
15,111,600
1018068.490
0%
5.670
0%
1.250
-2.32%
+33.06%
78953.173
Hardware
V 		Visa Inc
3,765,500
987728.310
-4.25%
5.500
-0.27%
0.190
+0.50%
+7.05%
540175.943
Credit Services
TMO 		Thermo Fisher Scientific Inc
1,412,000
779932.320
0%
4.350
0%
0.370
+8.21%
+15.54%
233997.115
Medical Diagnostics & Research
TXN 		Texas Instruments Inc
3,897,600
757615.490
0%
4.220
0%
0.430
+7.35%
+23.97%
188753.993
Semiconductors
AME 		AMETEK Inc
2,819,365
469988.150
0%
2.620
0%
1.220
-0.17%
+4.14%
39574.125
Industrial Products
NFLX 		Netflix Inc
670,700
452434.100
+41.20%
2.520
+0.74%
0.160
+7.17%
+47.26%
308617.638
Media - Diversified

Alecta Tjanstepension Omsesidigt's Historical Top Holdings Breakdowns

Alecta Tjanstepension Omsesidigt's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA 		NVIDIA Corp2024-06-30Add
+1.19%
●
76.2 ($101.1) 135.58
$116.11
14.85%
Add 169.44%
2,751,000
1,730,000
NFLX 		Netflix Inc2024-06-30Add
+0.74%
●
550.64 ($624.55) 686.12
$719.11
15.14%
Add 41.2%
670,700
195,700
SPOT 		Spotify Technology SA2024-06-30Reduce
-0.57%
●
266.43 ($301.09) 326.68
$376.74
25.13%
Reduce -20.67%
1,437,500
-374,600
RMD 		ResMed Inc2024-06-30Sold Out
-0.56%
●
173.83 ($202.9) 220.63
$248.84
22.64%
Sold Out
0
-494,998
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.42%
●
150.53 ($168.57) 185.41
$162.72
-3.47%
Reduce -4.26%
10,846,200
-482,900
DHR 		Danaher Corp2024-06-30Add
+0.41%
●
235.51 ($252.65) 267.98
$275.33
8.98%
Add 37.61%
1,076,500
294,200
CRM 		Salesforce Inc2024-06-30Reduce
-0.32%
●
218.01 ($267.58) 304.74
$269.81
0.83%
Reduce -65.11%
100,000
-186,635
BSX 		Boston Scientific Corp2024-06-30Add
+0.27%
●
67.33 ($73.2) 77.71
$83.26
13.74%
Add 33.71%
2,473,700
623,700
V 		Visa Inc2024-06-30Reduce
-0.27%
●
262.47 ($274.09) 281.5
$277.60
1.28%
Reduce -4.25%
3,765,500
-167,000
MSFT 		Microsoft Corp2024-06-30Reduce
-0.26%
●
389.33 ($422.32) 452.85
$429.00
1.58%
Reduce -2.45%
4,383,200
-109,900

Alecta Tjanstepension Omsesidigt Total Holding History ($B)

To

Alecta Tjanstepension Omsesidigt's Asset Allocation

To

Alecta Tjanstepension Omsesidigt Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Alecta Tjanstepension Omsesidigt's Hypothetical Growth since 2024-06-30

Alecta Tjanstepension Omsesidigt's Yearly Returns

Year Portfolio % % Excess Gain %

Alecta Tjanstepension Omsesidigt's Holdings Heat Map

Size field:

Alecta Tjanstepension Omsesidigt's Holdings Bubble Chart

Alecta Tjanstepension Omsesidigt News

  • 1

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