Alecta Tjanstepension Omsesidigt reported 92 positions worth $24.09B for the quarter ended Sep 30, 2026, up 1.3% on the prior quarter. It opened 1 new position, added to 15, trimmed 37 and exited 0. Its largest holding is Nvidia Corp at 9.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +117.0K | +64.6% | $124.62M | 1.32% |
| MS Morgan Stanley | +248.0K | +25.0% | $46.65M | 0.969% |
| EMR Emerson Electric Co | +298.3K | +208.2% | $46.24M | 0.284% |
| UNH Unitedhealth Group Inc | +119.9K | +22.5% | $44.02M | 0.995% |
| TJX Tjx Companies Inc | +323.5K | +16.3% | $42.82M | 1.27% |
| ISRG Intuitive Surgical Inc | +85.4K | +28.7% | $34.72M | 0.647% |
| CDNS Cadence Design Systems Inc | +100.0K | +75.2% | $33.01M | 0.319% |
| ROL Rollins Inc | +1.07M | – | $32.18M | 0.134% |
| XYL Xylem Inc. | +261.2K | +149.3% | $26.45M | 0.183% |
| NOW ServiceNow, Inc. | +160.0K | +11.0% | $21.44M | 0.901% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -150.0K | -3.5% | $76.94M | 8.84% |
| TXN Texas Instruments Inc | -271.0K | -15.9% | $75.88M | 1.67% |
| BAC Bank Of America Corp | -1.24M | -30.9% | $67.24M | 0.625% |
| APH Amphenol Corp | -764.8K | -14.0% | $64.50M | 1.65% |
| PANW Palo Alto Networks Inc | -158.0K | -15.4% | $62.77M | 1.43% |
| CTAS Cintas Corp | -314.6K | -24.7% | $61.36M | 0.778% |
| V Visa Inc. | -165.6K | -11.1% | $59.52M | 1.97% |
| GOOGL Alphabet Inc. | -161.8K | -3.0% | $55.69M | 7.58% |
| COO Cooper Companies, Inc. | -974.0K | -62.3% | $55.06M | 0.138% |
| CAT Caterpillar Inc | -51.4K | -23.4% | $41.66M | 0.566% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ROL Rollins Inc | +1.07M | $32.18M | 0.134% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 9.77M | $2.23B | 9.25% | -76.1K | -0.8% | Reduced | 0.04% |
| 2 | MSFT Microsoft Corp | Technology | 4.15M | $2.13B | 8.84% | -150.0K | -3.5% | Reduced | 0.06% |
| 3 | GOOGL Alphabet Inc. | Technology | 5.31M | $1.83B | 7.58% | -161.8K | -3.0% | Reduced | 0.08% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 4.88M | $1.22B | 5.05% | -111.0K | -2.2% | Reduced | 0.05% |
| 5 | AVGO Broadcom Inc. | Technology | 2.52M | $884.75M | 3.67% | -58.1K | -2.3% | Reduced | 0.05% |
| 6 | AAPL Apple Inc. | Technology | 2.66M | $884.53M | 3.67% | 0 | 0.0% | Unchanged | 0.02% |
| 7 | META Meta Platforms, Inc. | Technology | 1.09M | $789.25M | 3.28% | -2,500 | -0.2% | Reduced | 0.04% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 1.86M | $615.51M | 2.56% | 0 | 0.0% | Unchanged | 0.07% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 928.0K | $567.69M | 2.36% | -33.6K | -3.5% | Reduced | 0.06% |
| 10 | LLY ELI LILLY & Co | Healthcare | 421.7K | $488.88M | 2.03% | 0 | 0.0% | Unchanged | 0.04% |
| 11 | V Visa Inc. | Financial Services | 1.32M | $475.66M | 1.97% | -165.6K | -11.1% | Reduced | 0.08% |
| 12 | TXN Texas Instruments Inc | Technology | 1.43M | $401.23M | 1.67% | -271.0K | -15.9% | Reduced | 0.16% |
| 13 | APH Amphenol Corp | Industrials | 4.70M | $396.35M | 1.65% | -764.8K | -14.0% | Reduced | 0.19% |
| 14 | AMAT Applied Materials Inc | Technology | 714.0K | $365.10M | 1.52% | -21.5K | -2.9% | Reduced | 0.09% |
| 15 | ABBV AbbVie Inc. | Healthcare | 1.36M | $354.83M | 1.47% | -38.1K | -2.7% | Reduced | 0.08% |
Tip. Select a row to see that position’s full history at Alecta Tjanstepension Omsesidigt.
As of its Q3 2026 13F filing, Alecta Tjanstepension Omsesidigt’s five largest positions were Nvidia Corp (NVDA) at 9.3%, Microsoft Corp (MSFT) at 8.8%, Alphabet Inc. (GOOGL) at 7.6%, Amazon Com Inc (AMZN) at 5.0%, Broadcom Inc. (AVGO) at 3.7% of the reported portfolio.
Alecta Tjanstepension Omsesidigt reported a 13F portfolio worth $24.09B across 92 positions for Q3 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($124.62M), Morgan Stanley ($46.65M), Emerson Electric Co ($46.24M). It opened 1 new positions.
Its largest sales by value were Microsoft Corp ($76.94M), Texas Instruments Inc ($75.88M), Bank Of America Corp ($67.24M). It exited 0 positions entirely.
From the Form 13F-HR reports Alecta Tjanstepension Omsesidigt files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.