Managed by
Hedge FundAUM Tracked
$20.5B
AI Exposure
52.1%
AI & Tech holdings for Alecta Tjanstepension Omsesidigt
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 9,707,900 | $1.7B | 8.2% | Increased by 35% |
| $GOOGLAI | Alphabet Inc. | 5,642,500 | $1.6B | 7.9% | Reduced by 10% |
| $MSFTAI | Microsoft Corporation | 4,300,000 | $1.6B | 7.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,073,500 | $1.1B | 5.1% | No change |
| $AVGOAI | Broadcom Inc. | 2,478,900 | $766.8M | 3.7% | Increased by 19% |
| $AAPLAI | Apple Inc. | 2,656,000 | $673.7M | 3.3% | No change |
| $TXNAI | Texas Instruments | 2,333,300 | $452.9M | 2.2% | Reduced by 10% |
| $METAAI | Meta Platforms, Inc. | 630,200 | $360.5M | 1.8% | Increased by 250% |
| $AMDAI | Advanced Micro Devices | 1,725,500 | $350.7M | 1.7% | Reduced by 20% |
| $ADIAI | Analog Devices | 984,000 | $312.8M | 1.5% | Reduced by 25% |
| $AMATAI | Applied Materials | 875,400 | $298.9M | 1.5% | Reduced by 47% |
| $KLACAI | KLA Corporation | 199,000 | $292.8M | 1.4% | Reduced by 47% |
| $SNPSAI | Synopsys Inc. | 484,860 | $192.1M | 0.9% | No change |
| $PANWAI | Palo Alto Networks | 1,025,000 | $164.3M | 0.8% | Increased by 85% |
| $CRMAI | Salesforce Inc. | 821,040 | $153.2M | 0.7% | Increased by 47% |
| $NOWAI | ServiceNow Inc. | 1,459,400 | $152.6M | 0.7% | Increased by 95% |
| $ORCLAI | Oracle Corporation | 1,035,000 | $152.2M | 0.7% | Reduced by 13% |
| $ISRGAI | Intuitive Surgical | 263,900 | $121.7M | 0.6% | Increased by 24% |
| $INTUAI | Intuit Inc. | 255,240 | $110.3M | 0.5% | New Position |
| $INTCAI | Intel Corporation | 2,009,600 | $88.7M | 0.4% | No change |
| $ADBEAI | Adobe Inc. | 198,000 | $48.1M | 0.2% | No change |
| $CDNSAI | Cadence Design Systems | 133,000 | $36.9M | 0.2% | New Position |