Q2 2026 13F · SEC CIK 1484429

Alecta Tjanstepension Omsesidigt

Pension fundFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $23.8B
Reported positions: 91
Top holdings a year, 3 yrs: +24.3%
Average holding period: 5.5 yrs

Alecta Tjanstepension Omsesidigt is a pension fund that reported 91 positions worth $23.8B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Nvidia Corporation (NVDA, 8.3%), Alphabet Inc (GOOGL, 8.2%), Microsoft Corp (MSFT, 6.7%). A portfolio copying its top holdings returned 24.3% a year over the last 3 years, against 20.4% for the S&P 500.

Alecta Tjanstepension Omsesidigt holdings largest 50 of 91 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Alecta Tjanstepension Omsesidigt 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.3%	8.2%	9,841,100	+1.4%	$2.0B
GOOGLAlphabet Inc	8.2%	7.9%	5,469,800	-3.1%	$2.0B
MSFTMicrosoft Corp	6.7%	7.8%	4,300,000	+0.0%	$1.6B
AMZNAmazon Com Inc	5.0%	5.2%	4,992,300	-1.6%	$1.2B
AVGOBroadcom Inc	4.1%	3.7%	2,578,100	+4.0%	$972.0M
AAPLApple Inc	3.2%	3.3%	2,656,000	+0.0%	$767.8M
METAMeta Platforms Inc	2.6%	1.8%	1,090,500	+73.0%	$613.8M
JPMJpmorgan Chase & Co	2.6%	2.1%	1,860,500	+28.6%	$608.8M
AMDAdvanced Micro Devices Inc	2.3%	1.7%	961,600	-44.3%	$557.9M
AMATApplied Matls Inc	2.2%	1.5%	735,500	-16.0%	$531.8M
VVisa Inc	2.1%	2.1%	1,489,000	+5.8%	$510.1M
TXNTexas Instrs Inc	2.1%	2.2%	1,704,000	-27.0%	$507.7M
LLYEli Lilly & Co	2.1%	1.9%	421,700	+0.0%	$505.7M
APHAmphenol Corp	2.0%	2.0%	2,732,400	-13.9%	$481.8M
ADIAnalog Devices Inc	1.5%	1.5%	923,300	-6.2%	$366.4M
KLACKla Corp	1.5%	1.4%	1,191,000	+498.5%	$358.7M
ABBVAbbvie Inc	1.5%	1.5%	1,393,700	+0.0%	$350.1M
PANWPalo Alto Networks Inc	1.5%	0.8%	1,025,000	+0.0%	$349.1M
NFLXNetflix Inc.	1.3%	2.0%	4,260,000	+0.0%	$304.0M
TJXTjx Cos Inc New	1.3%	2.8%	1,988,065	-44.3%	$301.2M
FITBFifth Third Bancorp	1.2%	0.9%	5,017,000	+27.7%	$282.7M
INTCIntel Corp	1.2%	—	2,009,600	—	$280.3M
MAMastercard Incorporated	1.2%	1.3%	540,360	+0.0%	$277.4M
SPOTSpotify Technology SA	1.1%	1.4%	593,000	+0.0%	$272.2M
PNCPnc Finl Svcs Group Inc	1.1%	1.0%	1,105,000	+12.6%	$271.9M
PGRProgressive Corp	1.0%	0.7%	1,091,400	+57.1%	$238.2M
CATCaterpillar Inc	1.0%	0.9%	219,600	-11.6%	$233.8M
CSCOCisco Sys Inc	1.0%	—	1,953,400	—	$229.3M
BACBank of Amer Corp	1.0%	1.0%	4,003,200	+0.0%	$228.0M
UNHUnitedhealth Group Inc	0.9%	—	533,000	—	$221.4M
WMTWalmart Inc	0.9%	1.0%	1,921,100	+14.1%	$217.3M
CTASCintas Corp	0.9%	1.1%	1,275,500	+0.0%	$216.9M
JNJJohnson & Johnson	0.9%	0.7%	853,100	+40.5%	$216.7M
SNPSSynopsys Inc	0.9%	0.9%	484,860	+0.0%	$216.2M
MRKMerck & Co Inc	0.9%	1.0%	1,640,300	+0.0%	$210.6M
MUMicron Technology Inc	0.9%	—	181,120	—	$208.4M
MSMorgan Stanley	0.9%	1.0%	993,500	-22.3%	$207.6M
KOCoca Cola Co	0.8%	—	2,431,000	—	$197.5M
SPGIS&p Global Inc	0.8%	1.1%	483,600	-4.8%	$186.0M
ROKRockwell Automation Inc	0.8%	0.7%	364,875	-11.5%	$180.6M
TMOThermo Fisher Scientific Inc	0.8%	0.8%	356,000	+1.1%	$178.2M
AMEAmetek Inc	0.7%	0.8%	730,365	+0.0%	$176.6M
SYKStryker Corporation	0.7%	0.9%	547,900	+0.0%	$172.5M
LINLinde PLC	0.7%	0.9%	309,100	-19.5%	$160.4M
COSTCostco Wholesale Corporation	0.7%	—	166,000	—	$155.2M
ORCLOracle Corp	0.6%	0.7%	1,035,000	+0.0%	$151.8M
ABTAbbott Laboratories	0.6%	0.7%	1,609,200	+10.5%	$145.9M
NOWServicenow Inc	0.6%	0.7%	1,459,400	+0.0%	$144.9M
DGDollar Gen Corp	0.6%	—	1,213,600	—	$139.7M
KKRKkr & Co Inc	0.6%	—	1,502,000	—	$137.8M

What Alecta Tjanstepension Omsesidigt bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+498.5% shares
META Meta Platforms Inc+73.0% shares
PGR Progressive Corp+57.1% shares
JNJ Johnson & Johnson+40.5% shares
JPM Jpmorgan Chase & Co+28.6% shares
FITB Fifth Third Bancorp+27.7% shares
WMT Walmart Inc+14.1% shares
PNC Pnc Finl Svcs Group Inc+12.6% shares

Reduced

AMD Advanced Micro Devices Inc-44.3% shares
TJX Tjx Cos Inc New-44.3% shares
TXN Texas Instrs Inc-27.0% shares
MS Morgan Stanley-22.3% shares
LIN Linde PLC-19.5% shares
AMAT Applied Matls Inc-16.0% shares
APH Amphenol Corp-13.9% shares
CAT Caterpillar Inc-11.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.9% /yr; S&P 500 +20.1%
3 years: +24.3% /yr; S&P 500 +20.4%
5 years: +10.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$23.8B	91
Q1 2026	$20.5B	78
Q4 2025	$22.7B	73
Q3 2025	$22.4B	68
Q2 2025	$21.3B	66
Q1 2025	$17.8B	65
Q4 2024	$19.0B	58
Q3 2024	$18.2B	40
Q2 2024	$17.9B	40
Q1 2024	$17.5B	40
Q4 2023	$16.1B	39
Q3 2023	$13.3B	33

Questions about Alecta Tjanstepension Omsesidigt's portfolio

What stocks does Alecta Tjanstepension Omsesidigt own?

Alecta Tjanstepension Omsesidigt's latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 91 positions worth $23.8B. The largest are Nvidia Corporation (NVDA) at 8.3%, Alphabet Inc (GOOGL) at 8.2%, Microsoft Corp (MSFT) at 6.7%, Amazon Com Inc (AMZN) at 5.0% and Broadcom Inc (AVGO) at 4.1%.

What did Alecta Tjanstepension Omsesidigt buy last quarter?

In Q2 2026, Alecta Tjanstepension Omsesidigt added Kla Corp (KLAC) (+498.5% shares), Meta Platforms Inc (META) (+73.0% shares) and Progressive Corp (PGR) (+57.1% shares), compared with its Q1 2026 filing.

What did Alecta Tjanstepension Omsesidigt sell last quarter?

In Q2 2026, Alecta Tjanstepension Omsesidigt cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Danaher Corp Del (DHR), cut from its top 50 Illinois Tool Wks Inc (ITW), cut from its top 50 Salesforce Inc (CRM), Advanced Micro Devices Inc (AMD) (-44.3% shares), Tjx Cos Inc New (TJX) (-44.3% shares) and Texas Instrs Inc (TXN) (-27.0% shares), compared with its Q1 2026 filing.

How has Alecta Tjanstepension Omsesidigt's portfolio performed?

A portfolio copying Alecta Tjanstepension Omsesidigt's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.9% against +20.1%. Over 5 years: +10.3% a year against +11.6%.

When is Alecta Tjanstepension Omsesidigt's next 13F filing due?

13F filings are due 45 days after each quarter ends. Alecta Tjanstepension Omsesidigt's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.