Alecta Tjanstepension Omsesidigt — 13F holdings

Alecta Tjanstepension Omsesidigt reported 91 holdings worth $23.8B in its 13F filing for Q2 2026, filed July 23, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $1.97B (8.3%)
2. GOOGL ALPHABET INC — $1.95B (8.2%)
3. MSFT MICROSOFT CORP — $1.60B (6.7%)
4. AMZN AMAZON COM INC — $1.19B (5.0%)
5. AVGO BROADCOM INC — $972M (4.1%)
6. AAPL APPLE INC — $768M (3.2%)
7. META META PLATFORMS INC — $614M (2.6%)
8. JPM JPMorgan Chase & Co. — $609M (2.6%)
9. AMD ADVANCED MICRO DEVICES INC — $558M (2.3%)
10. AMAT APPLIED MATLS INC — $532M (2.2%)