E. Ohman J:or Asset Management AB
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), E. Ohman J:or Asset Management AB reported 465 stock positions worth $4.3 billion. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Alphabet Class A (GOOGL, 6.1%). Compared with Q1 2026, it opened 9 new positions, sold out of 22, added to 144 and reduced 81. The biggest buy was Eli Lilly (LLY, shares +137%) and the biggest sale Cboe Global Markets (CBOE, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $4.3B (Q2 2026)
- SEC Filing
- 0001104659-26-082396 ↗ filed Jul 10, 2026
Holdings Value
Holdings 465 stocks · $4.3B
| NVDA Nvidia Corp. | 8.09% | 1,739,110 | $348.0M | Reduce -1.6% |
| MSFT Microsoft Corp. | 6.38% | 736,068 | $274.6M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 6.11% | 736,288 | $263.1M | Reduce -2.7% |
| AAPL Apple Inc. | 5.72% | 850,401 | $246.1M | Add +0.0% |
| AMZN Amazon.com Inc. | 4.52% | 816,066 | $194.5M | Reduce -4.2% |
| AVGO Broadcom Inc. | 4.41% | 502,788 | $189.9M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 2.40% | 316,051 | $103.5M | Add +15.1% |
| V Visa Inc. Class A | 2.33% | 292,835 | $100.5M | Add +20.4% |
| LLY Eli Lilly & Co. | 1.82% | 65,270 | $78.3M | Add +137.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.69% | 151,891 | $72.5M | Add +14.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.44% | 220,477 | $62.0M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 1.28% | 97,421 | $54.9M | Reduce -15.3% |
| PANW Palo Alto Networks Inc. | 1.24% | 156,265 | $53.3M | Reduce -34.4% |
| CL Colgate-Palmolive Co. | 1.20% | 564,311 | $51.7M | Add +14.8% |
| GOOG Alphabet Inc. Class C | 1.19% | 144,865 | $51.2M | Reduce -0.7% |
| GWW WW Grainger Inc. | 1.11% | 35,180 | $47.9M | Add +1.1% |
| MA Mastercard Inc. Class A | 1.09% | 91,500 | $47.0M | Reduce -5.8% |
| MU Micron Technology Inc. | 1.07% | 39,824 | $46.0M | Add +3.7% |
| NOW ServiceNow Inc. | 0.99% | 427,836 | $42.5M | Add +62.0% |
| PLD Prologis Inc. | 0.96% | 305,836 | $41.4M | Reduce -1.0% |
| SYK Stryker Corp. | 0.96% | 131,471 | $41.4M | Add +1008.0% |
| BLK BlackRock Inc. | 0.95% | 42,612 | $41.0M | Add +17.6% |
| COF Capital One Financial Corp. | 0.92% | 197,779 | $39.7M | Add +795.0% |
| PGR Progressive Corp. | 0.92% | 180,983 | $39.5M | Reduce -6.5% |
| FTNT Fortinet Inc. | 0.91% | 255,619 | $39.3M | Reduce -10.3% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 77,885 | $39.0M | Add +1.1% |
| IBN Icici Bank Ltd.-Spon ADR | 0.91% | 1,343,744 | $39.0M | Add +7.0% |
| FSLR First Solar Inc. | 0.83% | 151,973 | $35.9M | Add +10.8% |
| AMD Advanced Micro Devices | 0.78% | 57,524 | $33.4M | Reduce -5.5% |
| DOV Dover Corp. | 0.77% | 146,949 | $33.0M | Add +3177.2% |
| MELI MercadoLibre Inc. | 0.76% | 19,145 | $32.5M | Add +8.8% |
| ACI Albertsons Cos Inc. Class A | 0.73% | 2,321,294 | $31.4M | Add +14.0% |
| PSMT Pricesmart Inc. | 0.71% | 156,929 | $30.7M | Add +18.9% |
| FIX Comfort Systems USA Inc. | 0.71% | 15,448 | $30.6M | Reduce -13.3% |
| MCHP Microchip Technology Inc. | 0.70% | 332,367 | $30.3M | Reduce -22.8% |
| WTS Watts Water Technologies-A | 0.70% | 76,425 | $29.9M | Add +18.4% |
| CRM Salesforce Inc. | 0.69% | 189,144 | $29.6M | Add +8.3% |
| GNRC Generac Holdings Inc. | 0.69% | 100,936 | $29.6M | Reduce -1.3% |
| CEG Constellation Energy | 0.67% | 115,523 | $28.7M | Add +1.3% |
| RDNT Radnet Inc. | 0.65% | 452,966 | $27.9M | Add +1144.3% |
| UBER Uber Technologies Inc. | 0.64% | 383,520 | $27.7M | Add +9.4% |
| VEEV Veeva Systems Inc. Class A | 0.63% | 153,855 | $27.3M | Add +2.4% |
| AMAT Applied Materials Inc. | 0.61% | 36,471 | $26.4M | Add +2.9% |
| CYTK Cytokinetics Inc. | 0.60% | 304,611 | $25.9M | Add +1.3% |
| ADSK Autodesk Inc. | 0.58% | 128,018 | $24.9M | No change |
| LRCX Lam Research Corp. | 0.58% | 57,351 | $24.9M | Add +2.6% |
| ROL Rollins Inc. | 0.53% | 550,668 | $23.0M | Reduce -11.7% |
| INTC Intel Corp. | 0.50% | 155,005 | $21.6M | Reduce -22.6% |
| LITE Lumentum Holdings Inc. | 0.50% | 25,061 | $21.5M | Add +944.2% |
| OKTA Okta Inc. | 0.46% | 146,156 | $19.9M | Add +2395.8% |
| AKAM Akamai Technologies Inc. | 0.46% | 168,612 | $19.9M | Add +22.2% |
| WMT Walmart Inc. | 0.45% | 170,280 | $19.3M | Add +48.1% |
| BLD Topbuild Corp. | 0.42% | 51,382 | $18.2M | Add +5.1% |
| CSCO Cisco Systems Inc. | 0.38% | 138,948 | $16.3M | Add +2.4% |
| ABBV Abbvie Inc. | 0.36% | 62,362 | $15.7M | Add +3.7% |
| JNJ Johnson & Johnson | 0.35% | 59,384 | $15.1M | Add +3.7% |
| HD Home Depot Inc. | 0.33% | 40,493 | $14.3M | Add +4.0% |
| KLAC KLA Corp. | 0.32% | 45,860 | $13.8M | Reduce -5.2% |
| UNH Unitedhealth Group Inc. | 0.31% | 31,689 | $13.2M | Add +3.0% |
| PG The Procter & Gamble Co. | 0.30% | 89,318 | $13.1M | Add +1.8% |
| KO The Coca-Cola Co. | 0.28% | 149,265 | $12.1M | Reduce -2.5% |
| MRVL Marvell Technology Inc. | 0.27% | 39,567 | $11.8M | Add +7.3% |
| DE Deere & Co. | 0.27% | 18,290 | $11.6M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.26% | 87,897 | $11.3M | Add +3.3% |
| GEV GE Vernova Inc. | 0.25% | 9,160 | $10.8M | Add +2.6% |
| BAC Bank of America Corp. | 0.25% | 185,480 | $10.6M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.24% | 10,361 | $10.5M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 0.24% | 26,069 | $10.4M | Add +20.8% |
| TXN Texas Instruments Inc. | 0.23% | 32,541 | $9.7M | Reduce -4.0% |
| NFLX Netflix Inc. | 0.22% | 130,981 | $9.4M | Add +3.0% |
| ORCL Oracle Corp. | 0.21% | 61,052 | $8.9M | Add +4.0% |
| MS Morgan Stanley | 0.21% | 42,627 | $8.9M | Add +6.3% |
| C Citigroup Inc. | 0.19% | 59,778 | $8.4M | Reduce -2.5% |
| WDC Western Digital Corp. | 0.18% | 12,394 | $7.9M | Add +5.4% |
| VZ Verizon Communications Inc. | 0.18% | 185,936 | $7.9M | Add +3.1% |
| DXCM Dexcom Inc. | 0.18% | 113,204 | $7.6M | Add +18.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 78,843 | $7.6M | Add +31.8% |
| GLW Corning Inc. | 0.17% | 27,888 | $7.1M | No change |
| AMGN Amgen Inc. | 0.16% | 19,515 | $7.1M | Add +6.2% |
| QCOM Qualcomm Inc. | 0.16% | 38,204 | $7.1M | Add +3.8% |
| YUMC Yum China Holdings Inc. | 0.16% | 21,800 | $7.0M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.15% | 254,600 | $6.6M | Add +9.6% |
| ANET Arista Networks Inc. | 0.15% | 38,207 | $6.5M | Add +2.4% |
| T AT&T Inc. | 0.15% | 311,315 | $6.4M | Reduce -81.8% |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 54,975 | $6.4M | No change |
| AXP American Express Co. | 0.15% | 18,797 | $6.4M | No change |
| WFC Wells Fargo & Co. | 0.14% | 75,344 | $6.2M | Reduce -10.9% |
| NXT Nextpower Inc. | 0.14% | 50,098 | $6.0M | Add +26.5% |
| GILD Gilead Sciences Inc. | 0.13% | 44,792 | $5.7M | Reduce -88.3% |
| PEP Pepsico Inc. | 0.13% | 40,802 | $5.5M | Add +12.4% |
| ABT Abbott Laboratories | 0.13% | 60,237 | $5.5M | Add +3.1% |
| APH Amphenol Corp. Class A | 0.13% | 30,985 | $5.5M | Add +5.8% |
| UNP Union Pacific Corp. | 0.13% | 20,060 | $5.5M | Add +4.7% |
| MCK McKesson Corp. | 0.13% | 7,205 | $5.4M | Add +26.6% |
| MCD McDonald's Corp. | 0.13% | 19,979 | $5.4M | Reduce -8.3% |
| WELL Welltower Inc. | 0.12% | 23,555 | $5.3M | Reduce -19.8% |
| STRL Sterling Infrastructure Inc. | 0.12% | 6,347 | $5.3M | Reduce -34.6% |
| TEX Terex Corp. | 0.12% | 70,705 | $5.1M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 6,676 | $5.1M | Reduce -23.1% |
| BKNG Booking Holdings Inc. | 0.12% | 28,064 | $5.0M | Reduce -23.0% |
Portfolio Sells Q1 2026 → Q2 2026
| CBOE Cboe Global Markets Inc. | Reduce -98.1% | 0.02% | −1.38 |
| GILD Gilead Sciences Inc. | Reduce -88.3% | 0.13% | −1.28 |
| T AT&T Inc. | Reduce -81.8% | 0.15% | −1.16 |
| INTU Intuit Inc. | Reduce -90.8% | 0.06% | −1.12 |
| BSX Boston Scientific Corp. | Reduce -91.4% | 0.05% | −0.93 |
| FCNCA First Citizens Bcshs Class A | Reduce -95.8% | 0.03% | −0.62 |
| CTSH Cognizant Tech Solutions-A | Reduce -96.4% | 0.01% | −0.53 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 1.28% | −0.46 |
| CNM Core & Main Inc. Class A | Reduce -83.5% | 0.06% | −0.35 |
| ROL Rollins Inc. | Reduce -11.7% | 0.53% | −0.35 |
| MA Mastercard Inc. Class A | Reduce -5.8% | 1.09% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -4.2% | 4.52% | −0.17 |
| NTRA Natera Inc. | Reduce -88.2% | 0.02% | −0.12 |
| PLD Prologis Inc. | Reduce -1.0% | 0.96% | −0.12 |
| PGR Progressive Corp. | Reduce -6.5% | 0.92% | −0.10 |
| TJX TJX Companies Inc. | Reduce -29.8% | 0.11% | −0.08 |
| NVDA Nvidia Corp. | Reduce -1.6% | 8.09% | −0.06 |
| TMUS T-Mobile US Inc. | Reduce -31.5% | 0.06% | −0.06 |
| SPGI S&P Global Inc. | Reduce -23.9% | 0.09% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -5.5% | 1.44% | −0.05 |
| MCD McDonald's Corp. | Reduce -8.3% | 0.13% | −0.05 |
| ADBE Adobe Inc. | Reduce -19.3% | 0.07% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -23.0% | 0.12% | −0.05 |
| ZTS Zoetis Inc. | Reduce -24.7% | 0.03% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -27.0% | 0.04% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -10.9% | 0.14% | −0.03 |
| EQIX Equinix Inc. | Reduce -23.0% | 0.08% | −0.03 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -22.8% | 0.70% | −0.03 |
| WELL Welltower Inc. | Reduce -19.8% | 0.12% | −0.03 |
| WBD Warner Bros Discovery Inc. | Reduce -25.9% | 0.05% | −0.03 |
| WM Waste Management Inc. | Reduce -22.7% | 0.05% | −0.03 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.03 |
| MAR Marriott International Class A | Reduce -33.6% | 0.05% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.28% | −0.03 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -31.8% | 0.05% | −0.03 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -27.4% | 0.03% | −0.02 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.02 |
| ECL Ecolab Inc. | Reduce -17.9% | 0.06% | −0.02 |
| ADP Automatic Data Processing | Reduce -15.7% | 0.08% | −0.02 |
| MSTR Strategy Inc. | Reduce -27.0% | 0.01% | −0.02 |
| UPS United Parcel Service Class B | Reduce -22.7% | 0.05% | −0.02 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.01 |
| CBRE CBRE Group Inc. Class A | Reduce -20.9% | 0.03% | −0.01 |
| IT Gartner Inc. | Sold out | 0.00% | −0.01 |
| JKHY Jack Henry & Associates Inc. | Sold out | 0.00% | −0.01 |
| MCO Moody's Corp. | Reduce -8.8% | 0.06% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -18.4% | 0.05% | −0.01 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| LLY Eli Lilly & Co. | Add +137.4% | 1.82% | +1.15 |
| SYK Stryker Corp. | Add +1008.0% | 0.96% | +0.86 |
| COF Capital One Financial Corp. | Add +795.0% | 0.92% | +0.82 |
| DOV Dover Corp. | Add +3177.2% | 0.77% | +0.74 |
| MU Micron Technology Inc. | Add +3.7% | 1.07% | +0.73 |
| RDNT Radnet Inc. | Add +1144.3% | 0.65% | +0.60 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.2% | 1.69% | +0.50 |
| LITE Lumentum Holdings Inc. | Add +944.2% | 0.50% | +0.46 |
| OKTA Okta Inc. | Add +2395.8% | 0.46% | +0.45 |
| V Visa Inc. Class A | Add +20.4% | 2.33% | +0.39 |
| AMAT Applied Materials Inc. | Add +2.9% | 0.61% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +15.1% | 2.40% | +0.27 |
| LRCX Lam Research Corp. | Add +2.6% | 0.58% | +0.26 |
| NOW ServiceNow Inc. | Add +62.0% | 0.99% | +0.26 |
| WTS Watts Water Technologies-A | Add +18.4% | 0.70% | +0.20 |
| PSMT Pricesmart Inc. | Add +18.9% | 0.71% | +0.19 |
| MRVL Marvell Technology Inc. | Add +7.3% | 0.27% | +0.18 |
| FSLR First Solar Inc. | Add +10.8% | 0.83% | +0.12 |
| GWW WW Grainger Inc. | Add +1.1% | 1.11% | +0.11 |
| CSCO Cisco Systems Inc. | Add +2.4% | 0.38% | +0.10 |
| WDC Western Digital Corp. | Add +5.4% | 0.18% | +0.10 |
| DNLI Denali Therapeutics Inc. | New | 0.10% | +0.10 |
| CL Colgate-Palmolive Co. | Add +14.8% | 1.20% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +3.0% | 0.31% | +0.09 |
| CYTK Cytokinetics Inc. | Add +1.3% | 0.60% | +0.08 |
| FUTU Futu Holdings Ltd.-ADR | Add +1058.8% | 0.09% | +0.07 |
| SSB Southstate Bank Corp. | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +48.1% | 0.45% | +0.07 |
| AHR American Healthcare REIT Inc. | New | 0.07% | +0.07 |
| IBN Icici Bank Ltd.-Spon ADR | Add +7.0% | 0.91% | +0.05 |
| AKAM Akamai Technologies Inc. | Add +22.2% | 0.46% | +0.04 |
| GEV GE Vernova Inc. | Add +2.6% | 0.25% | +0.04 |
| APP AppLovin Corp. Class A | Add +49.2% | 0.10% | +0.04 |
| VERA Vera Therapeutics Inc. | Add +99.5% | 0.09% | +0.04 |
| QCOM Qualcomm Inc. | Add +3.8% | 0.16% | +0.04 |
| BE Bloom Energy Corp. Class A | Add +21.2% | 0.06% | +0.04 |
| MS Morgan Stanley | Add +6.3% | 0.21% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +52.1% | 0.06% | +0.03 |
| BLK BlackRock Inc. | Add +17.6% | 0.95% | +0.03 |
| ANET Arista Networks Inc. | Add +2.4% | 0.15% | +0.03 |
| APH Amphenol Corp. Class A | Add +5.8% | 0.13% | +0.03 |
| HPE Hewlett Packard Enterprise | Add +13.6% | 0.06% | +0.03 |
| XPO Xpo Inc. | New | 0.03% | +0.03 |
| URI United Rentals Inc. | Add +7.2% | 0.08% | +0.03 |
| DIS The Walt Disney Co. | Add +31.8% | 0.18% | +0.02 |
| MTZ Mastec Inc. | New | 0.02% | +0.02 |
| CARR Carrier Global Corp. | Add +37.5% | 0.06% | +0.02 |
| OCUL Ocular Therapeutix Inc. | Add +28.3% | 0.09% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +3.7% | 0.11% | +0.02 |
| TWST Twist Bioscience Corp. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 465 | $4.3B | NVDA, MSFT, GOOGL, AAPL, AMZN |
| Q1 2026 | 477 | $3.8B | NVDA, MSFT, GOOGL, AAPL, AMZN |
| Q4 2025 | 480 | $4.3B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q3 2025 | 398 | $4.2B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q2 2025 | 401 | $4.0B | MSFT, NVDA, AMZN, AAPL, GOOGL |
| Q1 2025 | 414 | $3.8B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q4 2024 | 425 | $4.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q3 2024 | 408 | $4.0B | MSFT, AAPL, NVDA, GOOGL, AMZN |
| Q2 2024 | 415 | $4.0B | MSFT, NVDA, GOOGL, AAPL, AMZN |
| Q1 2024 | 422 | $3.9B | MSFT, GOOGL, NVDA, AAPL, AMZN |