Alecta Tjanstepension Omsesidigt

Fundamental concentrated ★Highest signal CIK 1484429
League rank
#397
in Fundamental concentrated · #1025 overall
Long book
$20.52B
Q1 2026
Positions
78
Top-10 weight
45%
concentration
Last quarter
+17.0%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

Alecta Tjanstepension Omsesidigt is a concentrated fundamental stock-picker, running a $20.52B US long book across 78 positions.

The portfolio is moderately concentrated (top 10 ≈ 45% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, MICROSOFT CORP, AMAZON.COM INC, BROADCOM INC.

Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.9%
Q2 2024
+1.5%
Q3 2024
+2.6%
Q4 2024
-5.1%
Q1 2025
+16.8%
Q2 2025
+7.7%
Q3 2025
+4.9%
Q4 2025
-7.3%
Q1 2026
+17.0%

Sector allocation

Technology
49%
Consumer discretionary
12%
Healthcare
10%
Services media
9%
Financials
8%
Other
6%
Industrials
4%
Communications
1%

Long book by quarter

$17.49B
Q1 2024
$17.95B
Q2 2024
$18.17B
Q3 2024
$18.97B
Q4 2024
$17.85B
Q1 2025
$21.32B
Q2 2025
$22.42B
Q3 2025
$22.75B
Q4 2025
$20.52B
Q1 2026

What does Alecta Tjanstepension own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology9.7M$1.69B8.2%+35.3%
GOOGL ALPHABET INC-CL ATechnology5.6M$1.62B7.9%-10.4%
MSFT MICROSOFT CORPTechnology4.3M$1.59B7.8%Held
AMZN AMAZON.COM INCConsumer discretionary5.1M$1.06B5.1%+4.5%
AVGO BROADCOM INCTechnology2.5M$766.8M3.7%+19.2%
AAPL APPLE INCTechnology2.7M$673.7M3.3%Held
TJX TJX COMPANIES INCConsumer discretionary3.6M$569.5M2.8%-20.9%
TXN TEXAS INSTRUMENTS INCTechnology2.3M$452.9M2.2%-9.7%
JPM JPMORGAN CHASE & COFinancials1.4M$425.4M2.1%+16.4%
V VISA INC-CLASS A SHARESServices media1.4M$425.3M2.1%Held
NFLX NETFLIX INCServices media4.3M$409.6M2.0%Held
APH AMPHENOL CORP-CL ATechnology3.2M$401.1M2.0%-52.5%
LLY ELI LILLY & COHealthcare421.7K$388.0M1.9%-5.0%
META META PLATFORMS INC-CLASS ATechnology630.2K$360.5M1.8%+250.1%
AMD ADVANCED MICRO DEVICESTechnology1.7M$350.7M1.7%-19.9%
ADI ANALOG DEVICES INCTechnology984.0K$312.8M1.5%-24.7%
ABBV ABBVIE INCHealthcare1.4M$303.0M1.5%+3.7%
DIS WALT DISNEY CO/THEServices media3.1M$302.9M1.5%-19.2%
AMAT APPLIED MATERIALS INCTechnology875.4K$298.9M1.5%-46.9%
KLAC KLA CORPOther199.0K$292.8M1.4%-47.4%
SPOT SPOTIFY TECHNOLOGY SACommunications593.0K$287.3M1.4%Held
MA MASTERCARD INC - AServices media540.4K$270.0M1.3%+371.5%
SPGI S&P GLOBAL INCServices media508.0K$216.0M1.1%Held
CTAS CINTAS CORPOther1.3M$215.7M1.1%-8.3%
MS MORGAN STANLEYFinancials1.3M$210.4M1.0%+35.8%
WMT WALMART INCConsumer discretionary1.7M$209.1M1.0%+31.8%
PNC PNC FINANCIAL SERVICES GROUPFinancials981.7K$204.2M1.0%Held
MRK MERCK & CO. INC.Healthcare1.6M$197.3M1.0%Held
BAC BANK OF AMERICA CORPFinancials4.0M$195.1M1.0%-31.1%
SNPS SYNOPSYS INCTechnology484.9K$192.1M0.9%+3.8%
LIN LINDE PLCMaterials383.8K$190.2M0.9%-29.8%
FITB FIFTH THIRD BANCORPFinancials3.9M$182.5M0.9%+16.6%
SYK STRYKER CORPHealthcare547.9K$180.0M0.9%+12.4%
BSX BOSTON SCIENTIFIC CORPHealthcare2.9M$179.7M0.9%+4.5%
CAT CATERPILLAR INCIndustrials248.5K$176.0M0.9%Held
TMO THERMO FISHER SCIENTIFIC INCOther352.2K$173.2M0.8%-26.3%
DHR DANAHER CORPTechnology879.3K$166.6M0.8%-21.1%
PANW PALO ALTO NETWORKS INCTechnology1.0M$164.3M0.8%+84.7%
ITW ILLINOIS TOOL WORKSIndustrials603.5K$157.0M0.8%-25.8%
AME AMETEK INCTechnology730.4K$156.5M0.8%-50.4%
CRM SALESFORCE INCTechnology821.0K$153.2M0.7%+46.6%
NOW SERVICENOW INCTechnology1.5M$152.6M0.7%+94.6%
ORCL ORACLE CORPTechnology1.0M$152.2M0.7%-13.2%
ABT ABBOTT LABORATORIESHealthcare1.5M$149.3M0.7%+4.9%
JNJ JOHNSON & JOHNSONHealthcare607.1K$148.4M0.7%New
ROK ROCKWELL AUTOMATION INCOther412.5K$147.9M0.7%-25.2%
PGR PROGRESSIVE CORPFinancials694.8K$137.7M0.7%Held
HD HOME DEPOT INCConsumer discretionary405.5K$133.3M0.6%-12.9%
GGG GRACO INCIndustrials1.5M$130.0M0.6%-12.3%
ECL ECOLAB INCOther479.0K$127.4M0.6%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 28, 202678$20.52B canonicalSEC ↗
Q4 202513F-HRFeb 3, 202673$22.75B canonicalSEC ↗
Q3 202513F-HRDec 8, 202568$22.42B canonicalSEC ↗
Q2 202513F-HRJul 10, 202566$21.32B canonicalSEC ↗
Q1 202513F-HRMay 6, 202565$17.85B canonicalSEC ↗
Q4 202413F-HRFeb 5, 202558$18.97B canonicalSEC ↗
Q3 202413F-HROct 18, 202440$18.17B canonicalSEC ↗
Q2 202413F-HRJul 31, 202440$17.95B canonicalSEC ↗
Q1 202413F-HRApr 29, 202440$17.49B canonicalSEC ↗