E. Ohman J:or Asset Management AB
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), E. Ohman J:or Asset Management AB reported 415 stock positions worth $4.0 billion. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Nvidia (NVDA, 6.8%) and Alphabet Class A (GOOGL, 6.2%). Compared with Q1 2024, it opened 13 new positions, sold out of 20, added to 178 and reduced 38. The biggest buy was Progressive (PGR, shares +383%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $4.0B (Q2 2024)
- SEC Filing
- 0001104659-24-088550 ↗ filed Aug 13, 2024
Holdings Value
Holdings 415 stocks · $4.0B
| MSFT Microsoft Corp. | 9.47% | 854,296 | $381.8M | Add +0.4% |
| NVDA Nvidia Corp. | 6.83% | 2,227,734 | $275.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 6.23% | 1,378,780 | $251.1M | Reduce -3.2% |
| AAPL Apple Inc. | 6.05% | 1,157,018 | $243.7M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 5.10% | 1,063,026 | $205.4M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 2.02% | 402,774 | $81.5M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.99% | 463,616 | $80.2M | Reduce -0.4% |
| V Visa Inc. Class A | 1.82% | 279,399 | $73.3M | Add +14.9% |
| AMD Advanced Micro Devices | 1.63% | 405,390 | $65.8M | Reduce -3.8% |
| PANW Palo Alto Networks Inc. | 1.55% | 184,360 | $62.5M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.48% | 66,080 | $59.8M | Add +6.3% |
| MA Mastercard Inc. Class A | 1.46% | 133,768 | $59.0M | Add +0.6% |
| KLAC KLA Corp. | 1.46% | 71,477 | $58.9M | Reduce -11.7% |
| ADBE Adobe Inc. | 1.42% | 102,841 | $57.1M | Add +0.9% |
| META Meta Platforms Inc. Class A | 1.40% | 112,111 | $56.5M | Reduce -6.9% |
| CRM Salesforce Inc. | 1.39% | 217,880 | $56.0M | Add +0.9% |
| BSX Boston Scientific Corp. | 1.33% | 694,844 | $53.5M | Reduce -1.1% |
| INTU Intuit Inc. | 1.17% | 72,014 | $47.3M | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 1.17% | 85,092 | $47.1M | Add +1.3% |
| MRK Merck & Co. Inc. | 1.14% | 372,004 | $46.1M | Add +14.4% |
| PGR Progressive Corp. | 1.14% | 220,323 | $45.8M | Add +382.8% |
| FTNT Fortinet Inc. | 1.13% | 752,300 | $45.3M | Add +3.1% |
| CEG Constellation Energy | 1.12% | 224,825 | $45.0M | Reduce -14.9% |
| IBN Icici Bank Ltd.-Spon ADR | 1.07% | 1,498,466 | $43.2M | Add +1.0% |
| MCHP Microchip Technology Inc. | 1.05% | 460,400 | $42.1M | Add +4.8% |
| BLK BlackRock Finance Inc. | 1.03% | 52,653 | $41.5M | Add +27.9% |
| T AT&T Inc. | 0.96% | 2,015,368 | $38.5M | Add +1.4% |
| ICE Intercontinental Exchange Inc. | 0.94% | 278,193 | $38.1M | Add +12.7% |
| BDX Becton Dickinson and Co. | 0.93% | 160,893 | $37.6M | Add +12.3% |
| LOW Lowe's Cos Inc. | 0.92% | 168,286 | $37.1M | Reduce -9.4% |
| KDP Keurig Dr Pepper Inc. | 0.90% | 1,083,117 | $36.2M | Add +11.2% |
| PLD Prologis Inc. | 0.85% | 304,961 | $34.3M | Add +2.1% |
| ABNB Airbnb Inc. Class A | 0.84% | 224,012 | $34.0M | Add +24.9% |
| FCNCA First Citizens Bcshs Class A | 0.81% | 19,454 | $32.8M | Add +13.2% |
| VEEV Veeva Systems Inc. Class A | 0.80% | 176,687 | $32.3M | No change |
| ROL Rollins Inc. | 0.80% | 660,621 | $32.2M | Reduce -6.7% |
| WMG Warner Music Group Corp. Class A | 0.80% | 1,050,313 | $32.2M | Reduce -4.4% |
| AVGO Broadcom Inc. | 0.76% | 18,990 | $30.5M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.75% | 165,640 | $30.4M | Reduce -5.6% |
| KHC The Kraft Heinz Co. | 0.74% | 924,984 | $29.8M | Add +3.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.70% | 31,208 | $28.2M | Reduce -3.5% |
| DECK Deckers Outdoor Corp. | 0.70% | 29,070 | $28.1M | Reduce -14.3% |
| EQIX Equinix Inc. | 0.68% | 36,317 | $27.5M | Reduce -1.6% |
| ATKR Atkore Inc. | 0.66% | 197,869 | $26.7M | Add +1.0% |
| LW Lamb Weston Holdings Inc. | 0.66% | 316,970 | $26.7M | Add +15.6% |
| EA Electronic Arts Inc. | 0.64% | 185,900 | $25.9M | Add +6.9% |
| DOX Amdocs Ltd. | 0.55% | 280,000 | $22.1M | No change |
| UNH Unitedhealth Group Inc. | 0.50% | 39,880 | $20.3M | Add +4.4% |
| CTSH Cognizant Tech Solutions-A | 0.50% | 295,157 | $20.1M | Add +21.0% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.46% | 714,206 | $18.6M | Add +11.6% |
| PG The Procter & Gamble Co. | 0.42% | 101,956 | $16.8M | Add +4.7% |
| SGRY Surgery Partners Inc. | 0.40% | 676,200 | $16.1M | New |
| FSLR First Solar Inc. | 0.39% | 69,900 | $15.8M | Add +1.2% |
| QCOM Qualcomm Inc. | 0.38% | 77,025 | $15.3M | Reduce -5.8% |
| JNJ Johnson & Johnson | 0.38% | 104,100 | $15.2M | Add +4.9% |
| HD Home Depot Inc. | 0.36% | 42,420 | $14.6M | Add +3.9% |
| ADSK Autodesk Inc. | 0.35% | 56,745 | $14.0M | Reduce -55.6% |
| ISRG Intuitive Surgical Inc. | 0.33% | 30,198 | $13.4M | Add +81.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 307,400 | $12.2M | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 66,390 | $11.5M | Add +15.2% |
| KO The Coca-Cola Co. | 0.28% | 176,000 | $11.2M | Add +5.1% |
| PEP Pepsico Inc. | 0.24% | 59,560 | $9.8M | Add +5.4% |
| DE Deere & Co. | 0.23% | 24,994 | $9.3M | Add +1.6% |
| AMAT Applied Materials Inc. | 0.21% | 35,632 | $8.4M | Add +5.3% |
| MCD McDonald's Corp. | 0.20% | 30,970 | $7.9M | Add +5.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 79,220 | $7.9M | Add +5.4% |
| DHR Danaher Corp. | 0.19% | 30,400 | $7.6M | Add +7.0% |
| TXN Texas Instruments Inc. | 0.19% | 39,000 | $7.6M | Add +5.4% |
| VZ Verizon Communications Inc. | 0.18% | 180,700 | $7.5M | Add +5.3% |
| AMGN Amgen Inc. | 0.18% | 22,950 | $7.2M | Add +5.3% |
| NOW ServiceNow Inc. | 0.17% | 8,850 | $7.0M | Add +5.4% |
| PFE Pfizer Inc. | 0.17% | 243,000 | $6.8M | New |
| PDD PDD Holdings Inc. | 0.17% | 50,400 | $6.7M | New |
| CMCSA Comcast Corp. Class A | 0.17% | 170,100 | $6.7M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.16% | 14,020 | $6.3M | Add +5.4% |
| UNP Union Pacific Corp. | 0.16% | 27,663 | $6.3M | Add +6.0% |
| MU Micron Technology Inc. | 0.15% | 47,300 | $6.2M | Add +4.9% |
| SPGI S&P Global Inc. | 0.15% | 13,740 | $6.1M | Add +4.9% |
| LRCX Lam Research Corp. | 0.15% | 5,620 | $6.0M | Add +3.1% |
| BKNG Booking Holdings Inc. | 0.14% | 1,466 | $5.8M | Add +2.5% |
| INTC Intel Corp. | 0.14% | 186,100 | $5.8M | Add +9.3% |
| AXP American Express Co. | 0.14% | 24,600 | $5.7M | Add +4.2% |
| DDOG Datadog Inc. Class A | 0.14% | 43,197 | $5.6M | Reduce -79.7% |
| INFY Infosys Ltd.-SP ADR | 0.14% | 298,000 | $5.5M | Reduce -3.6% |
| ELV Elevance Health Inc. | 0.13% | 9,980 | $5.4M | Add +4.3% |
| HDB HDFC Bank Ltd.-ADR | 0.13% | 84,000 | $5.4M | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 48,200 | $5.3M | Add +3.4% |
| C Citigroup Inc. | 0.13% | 82,300 | $5.2M | Add +6.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 11,060 | $5.2M | Add +5.3% |
| SYK Stryker Corp. | 0.13% | 14,880 | $5.1M | Add +6.3% |
| NFLX Netflix Inc. | 0.13% | 7,500 | $5.1M | No change |
| MS Morgan Stanley | 0.13% | 51,826 | $5.0M | Add +3.2% |
| REGN Regeneron Pharmaceuticals | 0.12% | 4,710 | $5.0M | Add +4.4% |
| SEDG Solaredge Technologies Inc. | 0.11% | 178,496 | $4.5M | Reduce -0.4% |
| MRSH Marsh & McLennan Cos | 0.11% | 21,274 | $4.5M | Add +5.7% |
| NTRA Natera Inc. | 0.11% | 40,463 | $4.4M | Reduce -16.7% |
| UPS United Parcel Service Class B | 0.11% | 31,411 | $4.3M | Add +7.2% |
| ADP Automatic Data Processing | 0.11% | 17,769 | $4.2M | Add +6.3% |
| TMUS T-Mobile US Inc. | 0.10% | 23,280 | $4.1M | Add +9.3% |
| ORCL Oracle Corp. | 0.10% | 28,600 | $4.0M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −1.23 |
| COR Cencora Inc. | Reduce -95.6% | 0.04% | −1.02 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.79 |
| DDOG Datadog Inc. Class A | Reduce -79.7% | 0.14% | −0.53 |
| ADSK Autodesk Inc. | Reduce -55.6% | 0.35% | −0.50 |
| AMD Advanced Micro Devices | Reduce -3.8% | 1.63% | −0.31 |
| LOW Lowe's Cos Inc. | Reduce -9.4% | 0.92% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 1.99% | −0.28 |
| SEDG Solaredge Technologies Inc. | Reduce -0.4% | 0.11% | −0.21 |
| GWW WW Grainger Inc. | Reduce -3.5% | 0.70% | −0.14 |
| CEG Constellation Energy | Reduce -14.9% | 1.12% | −0.13 |
| WMG Warner Music Group Corp. Class A | Reduce -4.4% | 0.80% | −0.13 |
| DECK Deckers Outdoor Corp. | Reduce -14.3% | 0.70% | −0.12 |
| BIIB Biogen Inc. | Reduce -74.7% | 0.04% | −0.10 |
| EQIX Equinix Inc. | Reduce -1.6% | 0.68% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -6.9% | 1.40% | −0.09 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 2.02% | −0.05 |
| PFSI Pennymac Financial Services | Sold out | 0.00% | −0.05 |
| USB US Bancorp | Reduce -57.5% | 0.03% | −0.04 |
| ROL Rollins Inc. | Reduce -6.7% | 0.80% | −0.04 |
| OMCL Omnicell Inc. | Sold out | 0.00% | −0.02 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.01 |
| HPQ HP Inc. | Reduce -53.7% | 0.01% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -9.3% | 0.03% | −0.01 |
| CYBR Cyberark Software Ltd./Israel | Reduce -13.4% | 0.07% | −0.01 |
| CERT Certara Inc. | Sold out | 0.00% | −0.01 |
| FRPT Freshpet Inc. | Reduce -27.9% | 0.03% | −0.01 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −0.01 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.01 |
| PKG Packaging Corp. of America | Reduce -54.5% | 0.01% | −0.01 |
| LEA Lear Corp. | Sold out | 0.00% | −0.01 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.01 |
| H Hyatt Hotels Corp. Class A | Sold out | 0.00% | −0.01 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.01 |
| FMC FMC Corp. | Sold out | 0.00% | −0.01 |
| VRNS Varonis Systems Inc. | Reduce -17.8% | 0.03% | −0.01 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.01 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.01 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.01 |
| KSPI JSC Kaspi.kz ADR | Sold out | 0.00% | −0.01 |
| TMDX Transmedics Group Inc. | Sold out | 0.00% | −0.01 |
| NTRA Natera Inc. | Reduce -16.7% | 0.11% | −0.00 |
| MCO Moody's Corp. | Reduce -9.4% | 0.07% | −0.00 |
| INFY Infosys Ltd.-SP ADR | Reduce -3.6% | 0.14% | −0.00 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.00 |
| ABCB Ameris Bancorp | Reduce -2.1% | 0.04% | −0.00 |
| RDNT Radnet Inc. | Reduce -15.7% | 0.07% | −0.00 |
| PLNT Planet Fitness Inc. Class A | Reduce -6.2% | 0.05% | +0.00 |
| LNTH Lantheus Holdings Inc. | Reduce -7.8% | 0.06% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| PGR Progressive Corp. | Add +382.8% | 1.14% | +0.89 |
| AMZN Amazon.com Inc. | Add +4.9% | 5.10% | +0.44 |
| SGRY Surgery Partners Inc. | New | 0.40% | +0.40 |
| MSFT Microsoft Corp. | Add +0.4% | 9.47% | +0.34 |
| LLY Eli Lilly & Co. | Add +6.3% | 1.48% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 1.55% | +0.22 |
| PFE Pfizer Inc. | New | 0.17% | +0.17 |
| PDD PDD Holdings Inc. | New | 0.17% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +81.0% | 0.33% | +0.16 |
| BLK BlackRock Finance Inc. | Add +27.9% | 1.03% | +0.15 |
| AVGO Broadcom Inc. | Add +3.8% | 0.76% | +0.14 |
| KDP Keurig Dr Pepper Inc. | Add +11.2% | 0.90% | +0.14 |
| ADBE Adobe Inc. | Add +0.9% | 1.42% | +0.11 |
| FCNCA First Citizens Bcshs Class A | Add +13.2% | 0.81% | +0.10 |
| FSLR First Solar Inc. | Add +1.2% | 0.39% | +0.09 |
| V Visa Inc. Class A | Add +14.9% | 1.82% | +0.09 |
| ABNB Airbnb Inc. Class A | Add +24.9% | 0.84% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +15.2% | 0.29% | +0.09 |
| ICE Intercontinental Exchange Inc. | Add +12.7% | 0.94% | +0.08 |
| IBN Icici Bank Ltd.-Spon ADR | Add +1.0% | 1.07% | +0.07 |
| ECL Ecolab Inc. | New | 0.07% | +0.07 |
| T AT&T Inc. | Add +1.4% | 0.96% | +0.06 |
| EA Electronic Arts Inc. | Add +6.9% | 0.64% | +0.05 |
| FOUR SHIFT4 Payments Inc. Class A | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +14.4% | 1.14% | +0.05 |
| CTSH Cognizant Tech Solutions-A | Add +21.0% | 0.50% | +0.04 |
| PSMT Pricesmart Inc. | New | 0.04% | +0.04 |
| MCHP Microchip Technology Inc. | Add +4.8% | 1.05% | +0.04 |
| AJG Arthur J Gallagher & Co. | Add +148.7% | 0.06% | +0.04 |
| AMAT Applied Materials Inc. | Add +5.3% | 0.21% | +0.03 |
| BDX Becton Dickinson and Co. | Add +12.3% | 0.93% | +0.03 |
| TYL Tyler Technologies Inc. | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | Add +5.4% | 0.19% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +4.4% | 0.50% | +0.02 |
| AMGN Amgen Inc. | Add +5.3% | 0.18% | +0.02 |
| MLM Martin Marietta Materials | Add +145.4% | 0.04% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| SRRK Scholar Rock Holding Corp. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +4.9% | 0.15% | +0.02 |
| BAC Bank of America Corp. | Add +4.2% | 0.30% | +0.02 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +5.1% | 0.28% | +0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.3% | 0.13% | +0.02 |
| CRUS Cirrus Logic Inc. | Add +3.0% | 0.06% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +5.4% | 0.16% | +0.02 |
| PG The Procter & Gamble Co. | Add +4.7% | 0.42% | +0.01 |
| WRK Westrock Co. | Add +116.8% | 0.03% | +0.01 |
| LRCX Lam Research Corp. | Add +3.1% | 0.15% | +0.01 |
| TMUS T-Mobile US Inc. | Add +9.3% | 0.10% | +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 |