E. Ohman J:or Asset Management AB
Holdings as of 2026-06-30, filed 2026-07-10 · recorded 2026-07-26 16:44:41.043 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 10 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
465
Value reported by manager
$4.3B
Sum of our stored positions
$4.3B
should match the line above
Disclosure lag
10 d
quarter end to filing
Top 5 concentration
32.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| NVIDIA | COM | $348M | 1,739,110 | — | 67066G104 |
| MICROSOFT | COM | $274.6M | 736,068 | — | 594918104 |
| ALPHABET A | CAP STK CL A | $263.1M | 736,288 | — | 02079K305 |
| APPLE | COM | $246.1M | 850,401 | — | 037833100 |
| AMAZON | COM | $194.5M | 816,066 | — | 023135106 |
| BROADCOM | COM | $189.9M | 502,788 | — | 11135F101 |
| JP MORGAN CHASE | COM | $103.5M | 316,051 | — | 46625H100 |
| VISA A | COM CL A | $100.5M | 292,835 | — | 92826C839 |
| ELI LILLY | COM | $78.3M | 65,270 | — | 532457108 |
| TAIWAN SEMICOND ADR | SPONSORED ADS | $72.5M | 151,891 | — | 874039100 |
| IBM | COM | $62M | 220,477 | — | 459200101 |
| META PLATFORMS | CL A | $54.9M | 97,421 | — | 30303M102 |
| PALO ALTO NETWORKS | COM | $53.3M | 156,265 | — | 697435105 |
| COLGATE PALMOLIVE | COM | $51.7M | 564,311 | — | 194162103 |
| ALPHABET C | CAP STK CL C | $51.2M | 144,865 | — | 02079K107 |
| WW GRAINGER | COM | $47.9M | 35,180 | — | 384802104 |
| MASTERCARD | CL A | $47M | 91,500 | — | 57636Q104 |
| MICRON TECH | COM | $46M | 39,824 | — | 595112103 |
| SERVICENOW | COM | $42.5M | 427,836 | — | 81762P102 |
| PROLOGIS | COM | $41.4M | 305,836 | — | 74340W103 |
| STRYKER | COM | $41.4M | 131,471 | — | 863667101 |
| BLACKROCK | COM | $41M | 42,612 | — | 09290D101 |
| CAPITAL ONE FIN | COM | $39.7M | 197,779 | — | 14040H105 |
| PROGRESSIVE | COM | $39.5M | 180,983 | — | 743315103 |
| FORTINET | COM | $39.3M | 255,619 | — | 34959E109 |
| THERMO FISCHER SCIEN | COM | $39M | 77,885 | — | 883556102 |
| ICICI BANK LTD ADR | ADR | $39M | 1,343,744 | — | 45104G104 |
| FIRST SOLAR | COM | $35.9M | 151,973 | — | 336433107 |
| ADV MICRO DEV | COM | $33.4M | 57,524 | — | 007903107 |
| DOVER CORP | COM | $33M | 146,949 | — | 260003108 |
| MERCADOLIBRE | INC | $32.5M | 19,145 | — | 58733R102 |
| ALBERTSONS COMPANIES | COMMON STOCK | $31.4M | 2,321,294 | — | 013091103 |
| PRICESMART | COM | $30.7M | 156,929 | — | 741511109 |
| COMFORT SYSTEMS USA | COM | $30.6M | 15,448 | — | 199908104 |
| MICROCHIP TECHNOLOGY | COM | $30.3M | 332,367 | — | 595017104 |
| WATTS WATER TECHN | CL A | $29.9M | 76,425 | — | 942749102 |
| SALESFORCE | COM | $29.6M | 189,144 | — | 79466L302 |
| GENERAC HOLDINGS | COM | $29.6M | 100,936 | — | 368736104 |
| CONSTELLATION ENERGY | COM | $28.7M | 115,523 | — | 21037T109 |
| RADNET | COM | $27.9M | 452,966 | — | 750491102 |
| UBER TECHNOLOGIES | COM | $27.7M | 383,520 | — | 90353T100 |
| VEEVA SYSTEMS | CL A COM | $27.3M | 153,855 | — | 922475108 |
| APPLIED MATERIALS | COM | $26.4M | 36,471 | — | 038222105 |
| CYTOKINETICS | COM NEW | $25.9M | 304,611 | — | 23282W605 |
| AUTODESK | COM | $24.9M | 128,018 | — | 052769106 |
| LAM RESEARCH | COM NEW | $24.9M | 57,351 | — | 512807306 |
| ROLLINS | COM | $23M | 550,668 | — | 775711104 |
| INTEL | COM | $21.6M | 155,005 | — | 458140100 |
| LUMENTUM HOLDINGS | COM | $21.5M | 25,061 | — | 55024U109 |
| OKTA | CL A | $19.9M | 146,156 | — | 679295105 |
| AKAMAI TECH | COM | $19.9M | 168,612 | — | 00971T101 |
| WALMART | COM | $19.3M | 170,280 | — | 931142103 |
| TOPBUILD CORP | COM | $18.2M | 51,382 | — | 89055F103 |
| CISCO | COM | $16.3M | 138,948 | — | 17275R102 |
| ABBVIE | COM | $15.7M | 62,362 | — | 00287Y109 |
| JOHNSON & JOHNSON | COM | $15.1M | 59,384 | — | 478160104 |
| HOME DEPOT | COM | $14.3M | 40,493 | — | 437076102 |
| KLA CORPORATION | COM NEW | $13.8M | 45,860 | — | 482480100 |
| UNITEDHEALTH GRP | COM | $13.2M | 31,689 | — | 91324P102 |
| PROCTER | COM | $13.1M | 89,318 | — | 742718109 |
| COCA COLA | COM | $12.1M | 149,265 | — | 191216100 |
| MARVELL TECH. | COM | $11.8M | 39,567 | — | 573874104 |
| DEERE | COM | $11.6M | 18,290 | — | 244199105 |
| MERCK USD | COM | $11.3M | 87,897 | — | 58933Y105 |
| GE VERNOVA | COM | $10.8M | 9,160 | — | 36828A101 |
| BANK OF AMERICA | COM | $10.6M | 185,480 | — | 060505104 |
| GOLDMAN SACHS | COM | $10.5M | 10,361 | — | 38141G104 |
| INTUITIVE SURGICAL | COM NEW | $10.4M | 26,069 | — | 46120E602 |
| TEXAS INSTRUMENT | COM | $9.7M | 32,541 | — | 882508104 |
| NETFLIX | COM | $9.4M | 130,981 | — | 64110L106 |
| ORACLE | COM | $8.9M | 61,052 | — | 68389X105 |
| MORGAN STANLEY | COM NEW | $8.9M | 42,627 | — | 617446448 |
| CITIGROUP USD | COM NEW | $8.4M | 59,778 | — | 172967424 |
| WESTERN DIGITAL CORP | COM | $7.9M | 12,394 | — | 958102105 |
| VERIZON COMM | COM | $7.9M | 185,936 | — | 92343V104 |
| DEXCOM | COM | $7.6M | 113,204 | — | 252131107 |
| WALT DISNEY | COM | $7.6M | 78,843 | — | 254687106 |
| CORNING | COM | $7.1M | 27,888 | — | 219350105 |
| AMGEN | COM | $7.1M | 19,515 | — | 031162100 |
| QUALCOMM | COM | $7.1M | 38,204 | — | 747525103 |
| YUM CHINA HLDS HKD | COM | $7M | 21,800 | — | 98850P109 |
| HDFC BANK | SPONSORED ADS | $6.6M | 254,600 | — | 40415F101 |
| ARISTA NETWORKS | COM SHS | $6.5M | 38,207 | — | 040413205 |
| AT&T | COM | $6.4M | 311,315 | — | 00206R102 |
| PALANTIR TECH | CL A | $6.4M | 54,975 | — | 69608A108 |
| AMERICAN EXPRESS | COM | $6.4M | 18,797 | — | 025816109 |
| WELLS FARGO & CO | COM | $6.2M | 75,344 | — | 949746101 |
| NEXTRACKER | CLASS A COM | $6M | 50,098 | — | 65290E101 |
| GILEAD SCIENCES | COM | $5.7M | 44,792 | — | 375558103 |
| PEPSICO | COM | $5.5M | 40,802 | — | 713448108 |
| ABBOTT LABORATORIES | COM | $5.5M | 60,237 | — | 002824100 |
| AMPHENOL | CL A | $5.5M | 30,985 | — | 032095101 |
| UNION PACIFIC | COM | $5.5M | 20,060 | — | 907818108 |
| MCKESSON | COM | $5.4M | 7,205 | — | 58155Q103 |
| MCDONALDS | COM | $5.4M | 19,979 | — | 580135101 |
| WELLTOWER | COM | $5.3M | 23,555 | — | 95040Q104 |
| STERLING INFRA | COM | $5.3M | 6,347 | — | 859241101 |
| TEREX CORP | COM | $5.1M | 70,705 | — | 880779103 |
| CROWDSTRIKE HOLDINGS | CL A | $5.1M | 6,676 | — | 22788C105 |
| BOOKING HOLDINGS | COM | $5M | 28,064 | — | 09857L108 |
| LOWE'S COMPANIES | COM | $4.9M | 22,027 | — | 548661107 |
| PFIZER | COM | $4.8M | 199,117 | — | 717081103 |
| CADENCE DESIGN | COM | $4.7M | 12,576 | — | 127387108 |
| TJX | COM | $4.6M | 30,680 | — | 872540109 |
| DELL TECHNOLOGIES | CL C | $4.4M | 10,300 | — | 24703L202 |
| VERTEX PHARMACEUT | COM | $4.4M | 8,823 | — | 92532F100 |
| APPLOVIN | COM CL A | $4.3M | 8,341 | — | 03831W108 |
| DANAHER | COM | $4.2M | 22,273 | — | 235851102 |
| DENALI THERAPEUTICS | COM | $4.1M | 160,000 | — | 24823R105 |
| LANTHEUS HOLDINGS | COM | $4.1M | 36,937 | — | 516544103 |
| CIRRUS LOGIC | COM | $4.1M | 27,553 | — | 172755100 |
| S&P GLOBAL | COM | $4M | 10,476 | — | 78409V104 |
| LIVE OAK BANCSHARES | COM | $4M | 98,745 | — | 53803X105 |
| BRISTOL MYERS | COM | $4M | 69,612 | — | 110122108 |
| REPLIGEN | COM | $3.9M | 28,600 | — | 759916109 |
| COMCAST A | CL A | $3.9M | 157,351 | — | 20030N101 |
| CHARLES SCHWAB | COM | $3.8M | 41,700 | — | 808513105 |
| HOWMET AEROSPACE | COM | $3.8M | 14,152 | — | 443201108 |
| OCULAR THERAPEUTIX | COM | $3.8M | 385,000 | — | 67576A100 |
| CAVA GROUP | COM | $3.7M | 47,370 | — | 148929102 |
| FUTU HOLDINGS ADR | SPON ADS CL A | $3.7M | 39,400 | — | 36118L106 |
| STARBUCKS | COM | $3.7M | 36,114 | — | 855244109 |
| VERA THERAPEUTICS | CL A | $3.7M | 85,777 | — | 92337R101 |
| QUANTA SERVICES | COM | $3.7M | 5,070 | — | 74762E102 |
| INSTALLED BUILDING P | COM | $3.6M | 15,711 | — | 45780R101 |
| PNC FINANCIAL SERV | COM | $3.5M | 14,360 | — | 693475105 |
| AMERICAN TOWER | COM | $3.5M | 21,480 | — | 03027X100 |
| BNY MELLON | COM | $3.5M | 24,267 | — | 064058100 |
| NEWMONT | COM | $3.5M | 37,498 | — | 651639106 |
| UNITED RENTALS | COM | $3.4M | 3,038 | — | 911363109 |
| EQUINIX | COM | $3.4M | 3,281 | — | 29444U700 |
| H2O AMERICA | COM | $3.4M | 55,208 | — | 784305104 |
| KORN FERRY | COM NEW | $3.3M | 49,887 | — | 500643200 |
| US BANCORP | COM NEW | $3.3M | 54,268 | — | 902973304 |
| AUTOMATIC DATA P | COM | $3.2M | 14,482 | — | 053015103 |
| SYNOPS | COM | $3.2M | 7,249 | — | 871607107 |
| SOUTHSTATE BANK | COM | $3.2M | 31,618 | — | 84472E102 |
| GLOBE LIFE | COM | $3.2M | 17,659 | — | 37959E102 |
| CVS HEALTH | COM | $3.2M | 30,455 | — | 126650100 |
| ADOBE | COM | $3.1M | 15,223 | — | 00724F101 |
| CELANESE | COM | $3.1M | 66,838 | — | 150870103 |
| ELEVANCE HEALTH | COM | $3M | 7,777 | — | 036752103 |
| OREILLY AUTOMOTIVE | COM | $3M | 32,480 | — | 67103H107 |
| FREEPORT-MCMORAN | CL B | $3M | 47,153 | — | 35671D857 |
| CSX | COM | $2.9M | 61,696 | — | 126408103 |
| AMERICAN HEALTHCARE | COM SHS | $2.9M | 55,726 | — | 398182303 |
| DATADOG | CL A COM | $2.9M | 11,100 | — | 23804L103 |
| TARSUS PHARMACEUT | COM | $2.9M | 45,794 | — | 87650L103 |
| GENERAL MOTORS CO | COM | $2.9M | 37,070 | — | 37045V100 |
| EMERSON ELEC | COM | $2.9M | 19,910 | — | 291011104 |
| MARSH | COM | $2.8M | 17,021 | — | 571748102 |
| ROSS STORES | COM | $2.8M | 13,291 | — | 778296103 |
| BLOOM ENERGY CORP A | COM CL A | $2.8M | 9,214 | — | 093712107 |
| ROBINHOOD MARKETS | COM CL A | $2.8M | 27,727 | — | 770700102 |
| VERTIV HOLDINGS | COM CL A | $2.8M | 8,292 | — | 92537N108 |
| SHERWIN WILLIAMS | COM | $2.8M | 8,000 | — | 824348106 |
| CME GROUP | COM | $2.8M | 12,472 | — | 12572Q105 |
| TERADYNE | COM | $2.7M | 5,510 | — | 880770102 |
| INFOSYS LTD-SP ADR | SPONSORED ADR | $2.6M | 251,900 | — | 456788108 |
| SEA ADR | SPONSORD ADS | $2.6M | 27,380 | — | 81141R100 |
| CARRIER GLOBAL | COM | $2.6M | 35,534 | — | 14448C104 |
| ILLINOIS TOOL | COM | $2.6M | 9,467 | — | 452308109 |
| TRAVELERS COMPANIES | COM | $2.5M | 7,720 | — | 89417E109 |
| MOODYS | COM | $2.5M | 5,514 | — | 615369105 |
| CIGNA | COM | $2.5M | 9,050 | — | 125523100 |
| HP ENTERPRISE CO | COM | $2.5M | 55,152 | — | 42824C109 |
| ECOLAB | COM | $2.5M | 8,926 | — | 278865100 |
| T-MOBILE | COM | $2.5M | 14,799 | — | 872590104 |
| INTUIT | COM | $2.5M | 9,478 | — | 461202103 |
| CORE & MAIN | CL A | $2.5M | 51,106 | — | 21874C102 |
| CIENA | COM NEW | $2.5M | 5,020 | — | 171779309 |
| INTERCONT EXCHANGE | COM | $2.4M | 19,779 | — | 45866F104 |
| CENCORA | COM | $2.4M | 8,580 | — | 03073E105 |
| NORFOLK SOUTHERN | COM | $2.4M | 7,707 | — | 655844108 |
| FEDEX | COM | $2.4M | 7,655 | — | 31428X106 |
| REGENERON PHARMA | COM | $2.4M | 3,840 | — | 75886F107 |
| SIMON PROPERTY GROUP | COM | $2.4M | 10,529 | — | 828806109 |
| MOTOROLA SOLUTIONS | COM NEW | $2.3M | 5,635 | — | 620076307 |
| MONOLITHIC POWER SYS | COM | $2.3M | 1,647 | — | 609839105 |
| WASTE MANAGEMENT | COM | $2.3M | 10,197 | — | 94106L109 |
| KEYSIGHT TECH | COM | $2.2M | 6,400 | — | 49338L103 |
| TERRENO REALTY | COM | $2.2M | 34,183 | — | 88146M101 |
| MARRIOTT INTL | CL A | $2.2M | 5,920 | — | 571903202 |
| BOSTON SCIENT | COM | $2.2M | 51,275 | — | 101137107 |
| SNOWFLAKE | COM SHS | $2.2M | 8,598 | — | 833445109 |
| TARGET | COM | $2.2M | 16,657 | — | 87612E106 |
| PACCAR | COM | $2.2M | 17,929 | — | 693718108 |
| AIR PRODS & CHEM | COM | $2.1M | 7,312 | — | 009158106 |
| AGREE REALTY | COM | $2.1M | 28,246 | — | 008492100 |
| CLOUDFLARE A | CL A COM | $2.1M | 8,644 | — | 18915M107 |
| ELECTRONIC ARTS | COM | $2.1M | 10,330 | — | 285512109 |
| EBAY | COM | $2.1M | 18,840 | — | 278642103 |
| AFLAC | COM | $2.1M | 17,940 | — | 001055102 |
| DIGITAL REALTY TRUST | COM | $2.1M | 11,669 | — | 253868103 |
| ALLSTATE | COM | $2.1M | 8,782 | — | 020002101 |
| UNITED PARCEL B | CL B | $2.1M | 19,426 | — | 911312106 |
| ARTHUR J GALLAGHER | COM | $2.1M | 9,063 | — | 363576109 |
| IDEXX LAB | COM | $2.1M | 3,911 | — | 45168D104 |
| WARNER BROS DISC | COM SER A | $2.1M | 77,140 | — | 934423104 |
| HILTON | COM | $2.1M | 6,210 | — | 43300A203 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-10