Alecta Tjanstepension Omsesidigt

Alecta Tjanstepension Omsesidigt filed Q1 2026 13F-HR with $20.5B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including NVDA (8.2%), GOOGL (7.9%), MSFT (7.8%). Quarter-over-quarter activity shows 6 new entries and 6 exits, with a net reductive posture across 56 changed positions. Notable reduction: APH (52.5% reduction) (AMPHENOL CORPORATION).