Back to E. Ohman J:or Asset Management AB
E. Ohman J:or Asset Management AB
Q2 2026 13F filing
Updated 62 days ago465 disclosed positions worth $4.3B
Portfolio value
$4.3B
Total holdings
465
New positions
11
Closed positions
23
Increased
146
Decreased
79
Turnover
7.3%
Filed
2026-07-10
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA | $348M | 1.74M | 8.09% | Trimmed(-1.6%) |
| 2 | M MSFT MICROSOFT | $274.6M | 736.1K | 6.38% | Added(+0.2%) |
| 3 | G GOOGN ALPHABET A | $263.1M | 736.3K | 6.11% | Trimmed(-2.7%) |
| 4 | A AAPL APPLE | $246.1M | 850.4K | 5.72% | Added(+0.0%) |
| 5 | A AMZN AMAZON | $194.5M | 816.1K | 4.52% | Trimmed(-4.2%) |
| 6 | A AVGO BROADCOM | $189.9M | 502.8K | 4.41% | Trimmed(-2.2%) |
| 7 | J JPM-PM JP MORGAN CHASE | $103.5M | 316.1K | 2.40% | Added(+15.1%) |
| 8 | V V VISA A | $100.5M | 292.8K | 2.33% | Added(+20.4%) |
| 9 | L LLY ELI LILLY | $78.3M | 65.3K | 1.82% | Added(+137.4%) |
| 10 | T TSMWF TAIWAN SEMICOND ADR | $72.5M | 151.9K | 1.69% | Added(+14.2%) |
| 11 | I IBM IBM | $62M | 220.5K | 1.44% | Trimmed(-5.5%) |
| 12 | M META META PLATFORMS | $54.9M | 97.4K | 1.28% | Trimmed(-15.3%) |
| 13 | P PANW PALO ALTO NETWORKS | $53.3M | 156.3K | 1.24% | Trimmed(-34.4%) |
| 14 | C CL COLGATE PALMOLIVE | $51.7M | 564.3K | 1.20% | Added(+14.8%) |
| 15 | G GOOGN ALPHABET C | $51.2M | 144.9K | 1.19% | Trimmed(-0.7%) |
| 16 | ? N/A WW GRAINGER | $47.9M | 35.2K | 1.11% | Added(+1.1%) |
| 17 | M MA MASTERCARD | $47M | 91.5K | 1.09% | Trimmed(-5.8%) |
| 18 | M MU MICRON TECH | $46M | 39.8K | 1.07% | Added(+3.7%) |
| 19 | ? N/A SERVICENOW | $42.5M | 427.8K | 0.99% | Added(+62.0%) |
| 20 | P PLDGP PROLOGIS | $41.4M | 305.8K | 0.96% | Trimmed(-1.0%) |
| 21 | S SYK STRYKER | $41.4M | 131.5K | 0.96% | Added(+1008.0%) |
| 22 | B BSTZ BLACKROCK | $41M | 42.6K | 0.95% | Added(+17.6%) |
| 23 | C COF-PN CAPITAL ONE FIN | $39.7M | 197.8K | 0.92% | Added(+795.0%) |
| 24 | P PGR PROGRESSIVE | $39.5M | 181.0K | 0.92% | Trimmed(-6.5%) |
| 25 | ? N/A FORTINET | $39.3M | 255.6K | 0.91% | Trimmed(-10.3%) |
| 26 | T TMO THERMO FISCHER SCIEN | $39M | 77.9K | 0.91% | Added(+1.1%) |
| 27 | I IBN ICICI BANK LTD ADR | $39M | 1.34M | 0.91% | Added(+7.0%) |
| 28 | ? N/A FIRST SOLAR | $35.9M | 152.0K | 0.83% | Added(+10.8%) |
| 29 | A AMD ADV MICRO DEV | $33.4M | 57.5K | 0.78% | Trimmed(-5.5%) |
| 30 | D DOV DOVER CORP | $33M | 146.9K | 0.77% | Added(+3177.2%) |
| 31 | M MELI MERCADOLIBRE | $32.5M | 19.1K | 0.76% | Added(+8.8%) |
| 32 | ? N/A ALBERTSONS COMPANIES | $31.4M | 2.32M | 0.73% | Added(+14.0%) |
| 33 | P PSMT PRICESMART | $30.7M | 156.9K | 0.71% | Added(+18.9%) |
| 34 | F FIX COMFORT SYSTEMS USA | $30.6M | 15.4K | 0.71% | Trimmed(-13.3%) |
| 35 | M MCHPP MICROCHIP TECHNOLOGY | $30.3M | 332.4K | 0.70% | Trimmed(-22.8%) |
| 36 | W WTS WATTS WATER TECHN | $29.9M | 76.4K | 0.70% | Added(+18.4%) |
| 37 | C CRM SALESFORCE | $29.6M | 189.1K | 0.69% | Added(+8.3%) |
| 38 | G GNRC GENERAC HOLDINGS | $29.6M | 100.9K | 0.69% | Trimmed(-1.3%) |
| 39 | C CEG CONSTELLATION ENERGY | $28.7M | 115.5K | 0.67% | Added(+1.3%) |
| 40 | ? N/A RADNET | $27.9M | 453.0K | 0.65% | Added(+1144.3%) |
| 41 | U UBER UBER TECHNOLOGIES | $27.7M | 383.5K | 0.64% | Added(+9.4%) |
| 42 | V VEEV VEEVA SYSTEMS | $27.3M | 153.9K | 0.63% | Added(+2.4%) |
| 43 | A AMAT APPLIED MATERIALS | $26.4M | 36.5K | 0.61% | Added(+2.9%) |
| 44 | C CYTK CYTOKINETICS | $25.9M | 304.6K | 0.60% | Added(+1.3%) |
| 45 | A ADSK AUTODESK | $24.9M | 128.0K | 0.58% | Unchanged |
| 46 | L LRCX LAM RESEARCH | $24.9M | 57.4K | 0.58% | Added(+2.6%) |
| 47 | R ROL ROLLINS | $23M | 550.7K | 0.53% | Trimmed(-11.7%) |
| 48 | I INTC INTEL | $21.6M | 155.0K | 0.50% | Trimmed(-22.6%) |
| 49 | L LITE LUMENTUM HOLDINGS | $21.5M | 25.1K | 0.50% | Added(+944.2%) |
| 50 | ? N/A OKTA | $19.9M | 146.2K | 0.46% | Added(+2395.8%) |