E. Ohman J:or Asset Management AB
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), E. Ohman J:or Asset Management AB reported 422 stock positions worth $3.9 billion. Its top holding was Microsoft (MSFT) at 9.1% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Nvidia (NVDA, 5.2%). Compared with Q4 2023, it opened 23 new positions, sold out of 10, added to 205 and reduced 47. The biggest buy was Nvidia (NVDA, shares +11%) and the biggest sale Unitedhealth (UNH, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $3.9B (Q1 2024)
- SEC Filing
- 0001104659-24-061000 ↗ filed May 14, 2024
Holdings Value
Holdings 422 stocks · $3.9B
| MSFT Microsoft Corp. | 9.13% | 851,149 | $358.1M | Add +31.5% |
| GOOGL Alphabet Inc. Class A | 5.48% | 1,424,556 | $215.0M | Add +34.4% |
| NVDA Nvidia Corp. | 5.20% | 225,625 | $203.9M | Add +11.0% |
| AAPL Apple Inc. | 5.17% | 1,182,642 | $202.8M | Add +16.9% |
| AMZN Amazon.com Inc. | 4.66% | 1,013,477 | $182.8M | Add +42.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.27% | 465,516 | $88.9M | Add +89.2% |
| JPM JPMorgan Chase & Co. | 2.07% | 405,674 | $81.3M | Reduce -10.3% |
| AMD Advanced Micro Devices | 1.94% | 421,464 | $76.1M | Add +58.4% |
| V Visa Inc. Class A | 1.73% | 243,145 | $67.9M | Reduce -3.7% |
| CRM Salesforce Inc. | 1.66% | 216,000 | $65.1M | Add +466.2% |
| MA Mastercard Inc. Class A | 1.63% | 132,968 | $64.0M | Add +177.9% |
| META Meta Platforms Inc. Class A | 1.49% | 120,470 | $58.5M | Add +103.2% |
| KLAC KLA Corp. | 1.44% | 80,914 | $56.5M | Reduce -4.5% |
| PANW Palo Alto Networks Inc. | 1.33% | 183,100 | $52.0M | Add +1438.7% |
| ADBE Adobe Inc. | 1.31% | 101,901 | $51.4M | Add +267.7% |
| FTNT Fortinet Inc. | 1.27% | 729,910 | $49.9M | Add +103.9% |
| CEG Constellation Energy | 1.25% | 264,303 | $48.9M | Reduce -8.4% |
| TMO Thermo Fisher Scientific Inc. | 1.24% | 83,999 | $48.8M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 1.23% | 62,190 | $48.4M | Add +57.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 114,456 | $48.1M | Reduce -1.5% |
| BSX Boston Scientific Corp. | 1.23% | 702,270 | $48.1M | Add +4.0% |
| LOW Lowe's Cos Inc. | 1.21% | 185,841 | $47.3M | Reduce -3.6% |
| INTU Intuit Inc. | 1.18% | 71,484 | $46.5M | Add +550.8% |
| MRK Merck & Co. Inc. | 1.09% | 325,182 | $42.9M | Add +0.7% |
| COR Cencora Inc. | 1.07% | 172,127 | $41.8M | Add +25.2% |
| VEEV Veeva Systems Inc. Class A | 1.04% | 176,687 | $40.9M | Add +2796.5% |
| MCHP Microchip Technology Inc. | 1.00% | 439,200 | $39.4M | Add +2096.0% |
| IBN Icici Bank Ltd.-Spon ADR | 1.00% | 1,483,643 | $39.2M | Add +5.7% |
| PLD Prologis Inc. | 0.99% | 298,654 | $38.9M | Reduce -0.4% |
| ATKR Atkore Inc. | 0.95% | 195,953 | $37.3M | Reduce -9.2% |
| WMG Warner Music Group Corp. Class A | 0.92% | 1,098,533 | $36.3M | Reduce -11.9% |
| BDX Becton Dickinson and Co. | 0.90% | 143,290 | $35.5M | Add +1146.0% |
| T AT&T Inc. | 0.89% | 1,986,915 | $35.0M | Add +1.7% |
| BLK BlackRock Finance Inc. | 0.88% | 41,175 | $34.3M | Reduce -0.6% |
| ICE Intercontinental Exchange Inc. | 0.87% | 246,878 | $33.9M | Reduce -5.5% |
| ADSK Autodesk Inc. | 0.85% | 127,945 | $33.3M | Add +1499.3% |
| KHC The Kraft Heinz Co. | 0.84% | 895,600 | $33.0M | Add +2549.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.84% | 32,337 | $32.9M | Add +1747.8% |
| ROL Rollins Inc. | 0.84% | 708,306 | $32.8M | Reduce -1.1% |
| DECK Deckers Outdoor Corp. | 0.81% | 33,906 | $31.9M | Reduce -21.4% |
| ALL Allstate Corp. | 0.79% | 177,994 | $30.8M | Reduce -5.6% |
| EQIX Equinix Inc. | 0.78% | 36,928 | $30.5M | Reduce -7.0% |
| KDP Keurig Dr Pepper Inc. | 0.76% | 974,037 | $29.9M | Add +10.7% |
| ABNB Airbnb Inc. Class A | 0.75% | 179,356 | $29.6M | Reduce -3.7% |
| LW Lamb Weston Holdings Inc. | 0.74% | 274,208 | $29.2M | Add +15.3% |
| FCNCA First Citizens Bcshs Class A | 0.72% | 17,192 | $28.1M | New |
| GOOG Alphabet Inc. Class C | 0.68% | 175,400 | $26.7M | Add +6.6% |
| DDOG Datadog Inc. Class A | 0.67% | 212,904 | $26.3M | Reduce -2.0% |
| DOX Amdocs Ltd. | 0.65% | 280,000 | $25.3M | New |
| AVGO Broadcom Inc. | 0.62% | 18,300 | $24.3M | Add +5.8% |
| EA Electronic Arts Inc. | 0.59% | 173,900 | $23.1M | Add +1656.6% |
| UNH Unitedhealth Group Inc. | 0.48% | 38,200 | $18.9M | Reduce -62.9% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.47% | 640,160 | $18.3M | Reduce -0.3% |
| CTSH Cognizant Tech Solutions-A | 0.46% | 244,000 | $17.9M | New |
| PG The Procter & Gamble Co. | 0.40% | 97,406 | $15.8M | Add +5.7% |
| JNJ Johnson & Johnson | 0.40% | 99,200 | $15.7M | Add +5.4% |
| HD Home Depot Inc. | 0.40% | 40,840 | $15.7M | Add +5.3% |
| QCOM Qualcomm Inc. | 0.35% | 81,733 | $13.8M | Add +87.5% |
| SEDG Solaredge Technologies Inc. | 0.32% | 179,232 | $12.7M | Reduce -0.9% |
| FSLR First Solar Inc. | 0.30% | 69,100 | $11.7M | Add +1767.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 295,100 | $11.2M | Add +6.2% |
| KO The Coca-Cola Co. | 0.26% | 167,400 | $10.2M | Add +5.2% |
| DE Deere & Co. | 0.26% | 24,594 | $10.1M | Reduce -77.1% |
| PEP Pepsico Inc. | 0.25% | 56,510 | $9.9M | Add +4.8% |
| PGR Progressive Corp. | 0.24% | 45,639 | $9.4M | Add +97.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 75,170 | $9.2M | Add +5.7% |
| MCD McDonald's Corp. | 0.21% | 29,500 | $8.3M | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.20% | 57,615 | $7.8M | New |
| INTC Intel Corp. | 0.19% | 170,300 | $7.5M | Add +4.8% |
| CMCSA Comcast Corp. Class A | 0.18% | 166,200 | $7.2M | Add +3.8% |
| VZ Verizon Communications Inc. | 0.18% | 171,600 | $7.2M | Add +5.4% |
| DHR Danaher Corp. | 0.18% | 28,400 | $7.1M | Add +4.4% |
| AMAT Applied Materials Inc. | 0.18% | 33,832 | $7.0M | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.17% | 16,679 | $6.7M | Add +7.4% |
| TXN Texas Instruments Inc. | 0.16% | 37,000 | $6.4M | Add +5.1% |
| UNP Union Pacific Corp. | 0.16% | 26,109 | $6.4M | Add +161.1% |
| NOW ServiceNow Inc. | 0.16% | 8,400 | $6.4M | Add +5.0% |
| AMGN Amgen Inc. | 0.16% | 21,800 | $6.2M | Add +4.3% |
| SPGI S&P Global Inc. | 0.14% | 13,100 | $5.6M | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.14% | 13,300 | $5.6M | Add +2.3% |
| INFY Infosys Ltd.-SP ADR | 0.14% | 309,000 | $5.5M | Reduce -4.3% |
| GPN Global Payments Inc. | 0.14% | 40,774 | $5.4M | Reduce -21.9% |
| AXP American Express Co. | 0.14% | 23,600 | $5.4M | Reduce -5.2% |
| MU Micron Technology Inc. | 0.14% | 45,100 | $5.3M | Add +3.0% |
| LRCX Lam Research Corp. | 0.14% | 5,450 | $5.3M | Add +3.8% |
| BIIB Biogen Inc. | 0.13% | 24,099 | $5.2M | Add +330.4% |
| BKNG Booking Holdings Inc. | 0.13% | 1,431 | $5.2M | Add +2.2% |
| SYK Stryker Corp. | 0.13% | 14,000 | $5.0M | Add +2.9% |
| ELV Elevance Health Inc. | 0.13% | 9,570 | $5.0M | Add +5.2% |
| HDB HDFC Bank Ltd.-ADR | 0.12% | 87,500 | $4.9M | Reduce -3.7% |
| C Citigroup Inc. | 0.12% | 77,300 | $4.9M | Add +6.2% |
| MS Morgan Stanley | 0.12% | 50,226 | $4.7M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 46,600 | $4.7M | Add +2.9% |
| NFLX Netflix Inc. | 0.12% | 7,500 | $4.6M | No change |
| NTRA Natera Inc. | 0.11% | 48,563 | $4.4M | Reduce -37.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 10,500 | $4.4M | Add +5.0% |
| UPS United Parcel Service Class B | 0.11% | 29,311 | $4.4M | Add +2.8% |
| REGN Regeneron Pharmaceuticals | 0.11% | 4,510 | $4.3M | Add +7.4% |
| CI The Cigna Group | 0.11% | 11,815 | $4.3M | Add +5.3% |
| CVS CVS Health Corp. | 0.11% | 52,900 | $4.2M | Add +2.9% |
Portfolio Sells Q4 2023 → Q1 2024
| UNH Unitedhealth Group Inc. | Reduce -62.9% | 0.48% | −1.51 |
| DE Deere & Co. | Reduce -77.1% | 0.26% | −1.31 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 2.07% | −0.75 |
| WMG Warner Music Group Corp. Class A | Reduce -11.9% | 0.92% | −0.71 |
| V Visa Inc. Class A | Reduce -3.7% | 1.73% | −0.68 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.2% | 1.24% | −0.53 |
| PLD Prologis Inc. | Reduce -0.4% | 0.99% | −0.47 |
| EQIX Equinix Inc. | Reduce -7.0% | 0.78% | −0.39 |
| ICE Intercontinental Exchange Inc. | Reduce -5.5% | 0.87% | −0.36 |
| LOW Lowe's Cos Inc. | Reduce -3.6% | 1.21% | −0.36 |
| KLAC KLA Corp. | Reduce -4.5% | 1.44% | −0.36 |
| BLK BlackRock Finance Inc. | Reduce -0.6% | 0.88% | −0.36 |
| ATKR Atkore Inc. | Reduce -9.2% | 0.95% | −0.31 |
| ROL Rollins Inc. | Reduce -1.1% | 0.84% | −0.31 |
| SEDG Solaredge Technologies Inc. | Reduce -0.9% | 0.32% | −0.30 |
| DDOG Datadog Inc. Class A | Reduce -2.0% | 0.67% | −0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 1.23% | −0.29 |
| ARWR Arrowhead Pharmaceuticals Inc. | Reduce -0.3% | 0.47% | −0.25 |
| DECK Deckers Outdoor Corp. | Reduce -21.4% | 0.81% | −0.24 |
| CERT Certara Inc. | Reduce -93.2% | 0.01% | −0.19 |
| ALL Allstate Corp. | Reduce -5.6% | 0.79% | −0.18 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.18 |
| ABNB Airbnb Inc. Class A | Reduce -3.7% | 0.75% | −0.17 |
| CIEN Ciena Corp. | Reduce -52.0% | 0.08% | −0.14 |
| PEN Penumbra Inc. | Reduce -31.9% | 0.09% | −0.12 |
| GPN Global Payments Inc. | Reduce -21.9% | 0.14% | −0.10 |
| HDB HDFC Bank Ltd.-ADR | Reduce -3.7% | 0.12% | −0.10 |
| INFY Infosys Ltd.-SP ADR | Reduce -4.3% | 0.14% | −0.08 |
| HWC Hancock Whitney Corp. | Sold out | 0.00% | −0.07 |
| NTRA Natera Inc. | Reduce -37.3% | 0.11% | −0.06 |
| CL Colgate-Palmolive Co. | Reduce -57.6% | 0.03% | −0.06 |
| PGTI PGT Innovations Inc. | Sold out | 0.00% | −0.06 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Reduce -5.2% | 0.14% | −0.03 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.03 |
| YUMC Yum China Holdings Inc. | Reduce -8.5% | 0.04% | −0.03 |
| KFY Korn Ferry | Reduce -5.8% | 0.06% | −0.02 |
| ARVN Arvinas Inc. | Reduce -26.4% | 0.02% | −0.02 |
| BEKE Ke Holdings Inc.-ADR | Reduce -13.5% | 0.02% | −0.02 |
| WAB Wabtec Corp. | Reduce -55.4% | 0.01% | −0.02 |
| PFSI Pennymac Financial Services | Reduce -2.0% | 0.05% | −0.02 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.02 |
| SWK Stanley Black & Decker Inc. | Reduce -60.3% | 0.01% | −0.02 |
| ZTO Zto Express Cayman Inc.-ADR | Reduce -16.0% | 0.02% | −0.01 |
| CRUS Cirrus Logic Inc. | Reduce -1.1% | 0.04% | −0.01 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -15.8% | 0.01% | −0.01 |
| CNM Core & Main Inc. Class A | Reduce -8.5% | 0.09% | −0.01 |
| WIT Wipro Ltd.-ADR | Reduce -11.3% | 0.02% | −0.01 |
| VFC VF Corp. | Sold out | 0.00% | −0.01 |
| RDNT Radnet Inc. | Reduce -7.9% | 0.07% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +11.0% | 5.20% | +1.51 |
| CRM Salesforce Inc. | Add +466.2% | 1.66% | +1.29 |
| PANW Palo Alto Networks Inc. | Add +1438.7% | 1.33% | +1.20 |
| VEEV Veeva Systems Inc. Class A | Add +2796.5% | 1.04% | +1.00 |
| MCHP Microchip Technology Inc. | Add +2096.0% | 1.00% | +0.94 |
| INTU Intuit Inc. | Add +550.8% | 1.18% | +0.93 |
| MA Mastercard Inc. Class A | Add +177.9% | 1.63% | +0.89 |
| BDX Becton Dickinson and Co. | Add +1146.0% | 0.90% | +0.80 |
| KHC The Kraft Heinz Co. | Add +2549.7% | 0.84% | +0.80 |
| IBM Intl Business Machines Corp. | Add +89.2% | 2.27% | +0.79 |
| GWW WW Grainger Inc. | Add +1747.8% | 0.84% | +0.79 |
| ADSK Autodesk Inc. | Add +1499.3% | 0.85% | +0.78 |
| META Meta Platforms Inc. Class A | Add +103.2% | 1.49% | +0.72 |
| FCNCA First Citizens Bcshs Class A | New | 0.72% | +0.72 |
| AMZN Amazon.com Inc. | Add +42.8% | 4.66% | +0.71 |
| ADBE Adobe Inc. | Add +267.7% | 1.31% | +0.71 |
| DOX Amdocs Ltd. | New | 0.65% | +0.65 |
| EA Electronic Arts Inc. | Add +1656.6% | 0.59% | +0.54 |
| FTNT Fortinet Inc. | Add +103.9% | 1.27% | +0.50 |
| AMD Advanced Micro Devices | Add +58.4% | 1.94% | +0.50 |
| CTSH Cognizant Tech Solutions-A | New | 0.46% | +0.46 |
| LLY Eli Lilly & Co. | Add +57.8% | 1.23% | +0.39 |
| FSLR First Solar Inc. | Add +1767.6% | 0.30% | +0.27 |
| MSFT Microsoft Corp. | Add +31.5% | 9.13% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.20% | +0.20 |
| QCOM Qualcomm Inc. | Add +87.5% | 0.35% | +0.12 |
| PGR Progressive Corp. | Add +97.6% | 0.24% | +0.11 |
| CYBR Cyberark Software Ltd./Israel | New | 0.09% | +0.09 |
| BIIB Biogen Inc. | Add +330.4% | 0.13% | +0.08 |
| UNP Union Pacific Corp. | Add +161.1% | 0.16% | +0.07 |
| QLYS Qualys Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +34.4% | 5.48% | +0.06 |
| SPSC SPS Commerce Inc. | New | 0.06% | +0.06 |
| LOB Live Oak Bancshares Inc. | New | 0.05% | +0.05 |
| CODI Compass Diversified Holdings | New | 0.04% | +0.04 |
| VRNS Varonis Systems Inc. | New | 0.04% | +0.04 |
| COR Cencora Inc. | Add +25.2% | 1.07% | +0.03 |
| MRVI Maravai Lifesciences Hldgs-A | New | 0.03% | +0.03 |
| VRNT Verint Systems Inc. | Add +84.7% | 0.08% | +0.03 |
| TFC Truist Financial Corp. | Add +159.1% | 0.06% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.02% | +0.02 |
| TARS Tarsus Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| WSM Williams-Sonoma Inc. | New | 0.02% | +0.02 |
| OMCL Omnicell Inc. | New | 0.02% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +138.5% | 0.06% | +0.02 |
| MLM Martin Marietta Materials | New | 0.02% | +0.02 |
| DT Dynatrace Inc. | New | 0.01% | +0.01 |
| HSY The Hershey Co. | New | 0.01% | +0.01 |
| RJF Raymond James Financial Inc. | New | 0.01% | +0.01 |
| CE Celanese Corp. | New | 0.01% | +0.01 |
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 |