$13.3 Billion is the total value of Alecta Tjanstepension Omsesidigt's 33 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 1000.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTAS | Buy | CINTAS CORPORATION | $159,812,800 | +25.0% | 332,500 | +29.1% | 1.20% | +30.4% |
| DIS | New | WALT DISNEY CO/THE | $145,908,000 | – | 1,800,000 | +100.0% | 1.10% | – |
| LLY | New | ELI LILLY & CO | $144,992,700 | – | 270,000 | +100.0% | 1.09% | – |
| ITW | New | ILLINOIS TOOL WORKS INC | $103,635,000 | – | 450,000 | +100.0% | 0.78% | – |
| SPGI | New | S&P GLOBAL INC | $100,487,750 | – | 275,000 | +100.0% | 0.76% | – |
| KLAC | New | KLA CORP | $84,828,050 | – | 185,000 | +100.0% | 0.64% | – |
| TSCO | New | TRACTOR SUPPLY CO | $81,220,000 | – | 400,000 | +100.0% | 0.61% | – |
| ADI | New | ANALOG DEVICES | $70,036,000 | – | 400,000 | +100.0% | 0.53% | – |
| NFLX | New | NETFLIX INC | $66,034,500 | – | 175,000 | +100.0% | 0.50% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $31,680,000 | – | 600,000 | +100.0% | 0.24% | – |
| IEX | New | IDEX CORP | $31,195,500 | – | 150,000 | +100.0% | 0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 15.8% |
| TJX COS INC | 36 | Q3 2023 | 10.4% |
| ROCKWELL AUTOMATION INC | 36 | Q3 2023 | 5.4% |
| ECOLAB INC | 36 | Q3 2023 | 4.4% |
| GRACO INC | 36 | Q3 2023 | 2.0% |
| VISA INC A | 34 | Q3 2023 | 6.8% |
| ROSS STORES INC | 33 | Q4 2022 | 3.8% |
| ALPHABET INC | 32 | Q3 2023 | 13.8% |
| AMPHENOL CORPORATION | 32 | Q3 2023 | 6.7% |
| V.F. CORPORATION | 32 | Q3 2022 | 3.8% |
View Alecta Tjanstepension Omsesidigt's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Veoneer, Inc. | February 07, 2022 | 10,061,200 | 898.0% |
| AUTOLIV INC | January 31, 2019 | 8,206,200 | 9.4% |
| Veoneer, Inc. | January 31, 2019 | 8,206,200 | 9.4% |
View Alecta Tjanstepension Omsesidigt's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-17 |
| SC 13G/A | 2024-01-17 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-12 |
| SC 13G/A | 2023-02-06 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-13 |
View Alecta Tjanstepension Omsesidigt's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.