Back to E. Ohman J:or Asset Management AB
E. Ohman J:or Asset Management AB
Q3 2026 13F filing
Updated 14 days ago455 disclosed positions worth $4.5B
Portfolio value
$4.5B
Total holdings
455
New positions
12
Closed positions
22
Increased
112
Decreased
69
Turnover
7.5%
Filed
2026-10-22
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA | $395.2M | 1.73M | 8.83% | Trimmed(-0.5%) |
| 2 | M MICROSOFT | $372.3M | 725.8K | 8.32% | Trimmed(-1.4%) |
| 3 | A APPLE | $278M | 834.9K | 6.21% | Trimmed(-1.8%) |
| 4 | G ALPHABET A | $257.9M | 749.5K | 5.76% | Added(+1.8%) |
| 5 | A AMAZON | $206.5M | 829.0K | 4.62% | Added(+1.6%) |
| 6 | A BROADCOM | $156.8M | 446.6K | 3.50% | Trimmed(-11.2%) |
| 7 | J JP MORGAN CHASE | $103.7M | 313.4K | 2.32% | Trimmed(-0.8%) |
| 8 | V VISA A | $102.6M | 285.4K | 2.29% | Trimmed(-2.5%) |
| 9 | A ADV MICRO DEV | $85.1M | 139.2K | 1.90% | Added(+141.9%) |
| 10 | T TAIWAN SEMICOND ADR | $76.8M | 168.4K | 1.72% | Added(+10.8%) |
| 11 | L ELI LILLY | $75.5M | 65.2K | 1.69% | Trimmed(-0.0%) |
| 12 | M META PLATFORMS | $71.2M | 98.2K | 1.59% | Added(+0.8%) |
| 13 | C SALESFORCE | $71M | 309.3K | 1.59% | Added(+63.5%) |
| 14 | N SERVICENOW | $58.5M | 436.6K | 1.31% | Added(+2.0%) |
| 15 | T THERMO FISCHER SCIEN | $52.9M | 78.3K | 1.18% | Added(+0.5%) |
| 16 | G ALPHABET C | $49.9M | 146.3K | 1.11% | Added(+1.0%) |
| 17 | C COLGATE PALMOLIVE | $48.2M | 564.5K | 1.08% | Added(+0.0%) |
| 18 | B BLACKROCK | $45.1M | 42.6K | 1.01% | Added(+0.0%) |
| 19 | M MASTERCARD | $44.9M | 81.4K | 1.00% | Trimmed(-11.1%) |
| 20 | G WW GRAINGER | $44.4M | 35.7K | 0.99% | Added(+1.4%) |
| 21 | M MICRON TECH | $43.2M | 40.6K | 0.97% | Added(+1.8%) |
| 22 | P PALO ALTO NETWORKS | $39.2M | 98.6K | 0.88% | Trimmed(-36.9%) |
| 23 | C CAPITAL ONE FIN | $38.8M | 201.2K | 0.87% | Added(+1.7%) |
| 24 | P PROGRESSIVE | $37.9M | 182.7K | 0.85% | Added(+0.9%) |
| 25 | I ICICI BANK LTD ADR | $37.2M | 1.35M | 0.83% | Added(+0.5%) |
| 26 | P PROLOGIS | $35.6M | 274.0K | 0.80% | Trimmed(-10.4%) |
| 27 | L LUMENTUM HOLDINGS | $35.3M | 36.4K | 0.79% | Added(+45.1%) |
| 28 | V VEEVA SYSTEMS | $32.4M | 113.5K | 0.72% | Trimmed(-26.3%) |
| 29 | D DOVER CORP | $32.4M | 173.0K | 0.72% | Added(+17.7%) |
| 30 | C CONSTELLATION ENERGY | $32.3M | 127.0K | 0.72% | Added(+9.9%) |
| 31 | U UBER TECHNOLOGIES | $32.2M | 469.5K | 0.72% | Added(+22.4%) |
| 32 | M MERCADOLIBRE | $31.6M | 18.3K | 0.71% | Trimmed(-4.6%) |
| 33 | F FORTINET | $30.5M | 170.6K | 0.68% | Trimmed(-33.2%) |
| 34 | V VERTEX PHARMACEUT | $30.1M | 57.6K | 0.67% | Added(+552.3%) |
| 35 | A AUTODESK | $30M | 143.6K | 0.67% | Added(+12.2%) |
| 36 | T TEXAS INSTRUMENT | $28.7M | 102.5K | 0.64% | Added(+215.1%) |
| 37 | R RADNET | $27.4M | 397.9K | 0.61% | Trimmed(-12.2%) |
| 38 | S STRYKER | $27.4M | 99.5K | 0.61% | Trimmed(-24.3%) |
| 39 | A ALBERTSONS COMPANIES | $27M | 2.33M | 0.60% | Added(+0.2%) |
| 40 | O OKTA | $26.7M | 127.9K | 0.60% | Trimmed(-12.5%) |
| 41 | W WATTS WATER TECHN | $26.4M | 74.7K | 0.59% | Trimmed(-2.3%) |
| 42 | C COHERENT CORP | $25.8M | 89.7K | 0.58% | Added(+1696.9%) |
| 43 | B BALL | $25.5M | 454.4K | 0.57% | Added(+6582.4%) |
| 44 | P PRICESMART | $23.3M | 137.9K | 0.52% | Trimmed(-12.1%) |
| 45 | M MICROCHIP TECHNOLOGY | $22.4M | 288.2K | 0.50% | Trimmed(-13.3%) |
| 46 | V VERALTO | $22.3M | 236.2K | 0.50% | Added(+1914.0%) |
| 47 | C CYTOKINETICS | $20.1M | 305.3K | 0.45% | Added(+0.2%) |
| 48 | L LAM RESEARCH | $19.3M | 58.6K | 0.43% | Added(+2.2%) |
| 49 | A APPLIED MATERIALS | $19M | 37.2K | 0.43% | Added(+2.1%) |
| 50 | I INTEL | $19M | 158.3K | 0.43% | Added(+2.1%) |