StockDriftsStockDriftsTop 50 Alecta Tjanstepension Omsesidigt Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 8.27% | 9.84M | $1.97B | +1.37%(+133.20K) | $131.47(+71.95%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.22% | 5.47M | $1.95B | -3.06%(-172.70K) | $33.06(+942.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.74% | 4.30M | $1.60B | +0.00%(+0) | $77.83(+524.54%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC. | 5% | 4.99M | $1.19B | -1.60%(-81.20K) | $129.07(+103.40%) | 2026-06-30 | |
| AVGO | BROADCOM CORPORATION | 4.09% | 2.58M | $972.0M | +4.00%(+99.20K) | $230.32(+70.96%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.23% | 2.66M | $767.8M | +0.00%(+0) | $222.09(+37.50%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.58% | 1.09M | $613.8M | +73.04%(+460.30K) | $601.53(-3.53%) | 2026-06-30 | |
| JPM | J.P. MORGAN CHASE & CO | 2.56% | 1.86M | $608.8M | +28.64%(+414.20K) | $265.11(+37.57%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEV | 2.35% | 961.6K | $557.9M | -44.27%(-763.90K) | $132.95(+285.31%) | 2026-06-30 | |
| AMAT | APPLIED MATERIALS INC | 2.24% | 735.5K | $531.8M | -15.98%(-139.90K) | $172.57(+208.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.74% | +89.45% | +11.35% | +71.21% |
| Top 20 Holdings Unweighted | +23.91% | +90.25% | +10.63% | +65.75% |
Alecta Tjanstepension Omsesidigt reports $23.77B in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.3%), GOOGL (8.2%) and MSFT (6.7%). The top 20 holdings account for 62.27% of reported assets. Its disclosed equity book has returned +89.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alecta Tjanstepension Omsesidigt’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1484429). View Alecta Tjanstepension Omsesidigt’s 13F filings on SEC