E. Ohman J:or Asset Management AB
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), E. Ohman J:or Asset Management AB reported 425 stock positions worth $4.3 billion. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by Apple (AAPL, 6.8%) and Nvidia (NVDA, 6.6%). Compared with Q3 2024, it opened 24 new positions, sold out of 7, added to 240 and reduced 62. The biggest buy was Broadcom (AVGO, shares +128%) and the biggest sale KLA (KLAC, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $4.3B (Q4 2024)
- SEC Filing
- 0001104659-25-006090 ↗ filed Jan 27, 2025
Holdings Value
Holdings 425 stocks · $4.3B
| MSFT Microsoft Corp. | 8.52% | 866,721 | $365.3M | Add +0.5% |
| AAPL Apple Inc. | 6.82% | 1,168,547 | $292.6M | Add +3.0% |
| NVDA Nvidia Corp. | 6.58% | 2,100,820 | $282.1M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 5.46% | 1,067,335 | $234.2M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 5.43% | 1,229,560 | $232.8M | Reduce -7.7% |
| AVGO Broadcom Inc. | 2.23% | 412,371 | $95.6M | Add +128.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.11% | 412,393 | $90.7M | Reduce -3.2% |
| V Visa Inc. Class A | 2.08% | 282,791 | $89.4M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.02% | 360,682 | $86.5M | Reduce -11.2% |
| FTNT Fortinet Inc. | 1.74% | 787,978 | $74.4M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 1.64% | 133,479 | $70.3M | Add +1.1% |
| LLY Eli Lilly & Co. | 1.62% | 90,254 | $69.7M | Add +23.6% |
| CRM Salesforce Inc. | 1.55% | 199,448 | $66.7M | Reduce -7.3% |
| META Meta Platforms Inc. Class A | 1.42% | 103,954 | $60.9M | Reduce -0.5% |
| PANW Palo Alto Networks Inc. | 1.37% | 322,780 | $58.7M | Reduce -12.1% |
| PGR Progressive Corp. | 1.24% | 222,640 | $53.3M | Reduce -1.3% |
| BSX Boston Scientific Corp. | 1.21% | 581,945 | $52.0M | Reduce -11.9% |
| AMD Advanced Micro Devices | 1.16% | 411,551 | $49.7M | Add +0.6% |
| ADBE Adobe Inc. | 1.15% | 110,841 | $49.3M | Add +9.1% |
| INTU Intuit Inc. | 1.09% | 74,254 | $46.7M | Add +2.0% |
| BLK BlackRock Inc. | 1.08% | 45,150 | $46.3M | New |
| TMO Thermo Fisher Scientific Inc. | 1.03% | 84,863 | $44.1M | Add +2.5% |
| T AT&T Inc. | 1.01% | 1,899,527 | $43.3M | Reduce -10.0% |
| IBN Icici Bank Ltd.-Spon ADR | 1.00% | 1,436,053 | $42.9M | Reduce -6.7% |
| MRK Merck & Co. Inc. | 0.96% | 412,872 | $41.1M | Reduce -7.4% |
| BRBR Bellring Brands Inc. | 0.94% | 534,616 | $40.3M | Add +5.6% |
| BDX Becton Dickinson and Co. | 0.93% | 176,097 | $40.0M | Add +13.4% |
| VEEV Veeva Systems Inc. Class A | 0.91% | 185,987 | $39.1M | Add +5.6% |
| FCNCA First Citizens Bcshs Class A | 0.90% | 18,291 | $38.6M | Reduce -9.4% |
| GOOG Alphabet Inc. Class C | 0.83% | 186,580 | $35.5M | Add +10.2% |
| CL Colgate-Palmolive Co. | 0.82% | 386,730 | $35.2M | Add +1108.5% |
| ADSK Autodesk Inc. | 0.81% | 117,288 | $34.7M | Add +109.3% |
| ICE Intercontinental Exchange Inc. | 0.80% | 230,533 | $34.4M | Reduce -19.8% |
| ABNB Airbnb Inc. Class A | 0.80% | 260,936 | $34.3M | Add +15.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.78% | 31,728 | $33.4M | Reduce -2.5% |
| DECK Deckers Outdoor Corp. | 0.74% | 156,904 | $31.9M | Reduce -16.9% |
| ROL Rollins Inc. | 0.74% | 685,478 | $31.8M | Reduce -2.9% |
| MKC McCormick & Co.-Non VTG SHRS | 0.74% | 414,940 | $31.6M | Add +23.9% |
| CBOE Cboe Global Markets Inc. | 0.71% | 155,616 | $30.4M | Add +4157.6% |
| WMG Warner Music Group Corp. Class A | 0.70% | 963,404 | $29.9M | Reduce -11.6% |
| PLD Prologis Inc. | 0.67% | 271,201 | $28.7M | Reduce -13.6% |
| CEG Constellation Energy | 0.65% | 125,553 | $28.1M | Reduce -7.7% |
| FSLR First Solar Inc. | 0.65% | 157,216 | $27.7M | Add +124.9% |
| EA Electronic Arts Inc. | 0.63% | 186,030 | $27.2M | Add +0.7% |
| ATKR Atkore Inc. | 0.62% | 318,388 | $26.6M | Add +55.2% |
| SGRY Surgery Partners Inc. | 0.61% | 1,243,111 | $26.3M | Add +40.3% |
| MCHP Microchip Technology Inc. | 0.58% | 436,600 | $25.0M | No change |
| EQIX Equinix Inc. | 0.57% | 25,984 | $24.5M | Reduce -30.6% |
| BLD Topbuild Corp. | 0.56% | 76,785 | $23.9M | New |
| CTSH Cognizant Tech Solutions-A | 0.53% | 295,157 | $22.7M | No change |
| UNH Unitedhealth Group Inc. | 0.49% | 41,970 | $21.2M | Add +12.3% |
| X United States Steel Corp. | 0.42% | 526,826 | $17.9M | New |
| PG The Procter & Gamble Co. | 0.42% | 106,656 | $17.9M | Add +11.4% |
| HD Home Depot Inc. | 0.41% | 45,080 | $17.5M | Add +11.9% |
| JNJ Johnson & Johnson | 0.37% | 109,740 | $15.9M | Add +12.1% |
| ISRG Intuitive Surgical Inc. | 0.37% | 30,072 | $15.7M | Add +2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 318,900 | $14.0M | Add +11.3% |
| ORCL Oracle Corp. | 0.29% | 75,640 | $12.6M | Add +212.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 62,395 | $12.3M | Reduce -16.4% |
| KO The Coca-Cola Co. | 0.27% | 184,340 | $11.5M | Add +11.5% |
| QCOM Qualcomm Inc. | 0.26% | 71,588 | $11.0M | Reduce -3.7% |
| DE Deere & Co. | 0.25% | 25,124 | $10.6M | Add +4.0% |
| NOW ServiceNow Inc. | 0.23% | 9,210 | $9.8M | Add +10.7% |
| MCD McDonald's Corp. | 0.22% | 32,870 | $9.5M | Add +12.2% |
| PEP Pepsico Inc. | 0.22% | 62,550 | $9.5M | Add +12.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 81,610 | $9.1M | Add +8.6% |
| GS Goldman Sachs Group Inc. | 0.19% | 14,410 | $8.3M | Add +8.2% |
| BKNG Booking Holdings Inc. | 0.19% | 1,600 | $7.9M | Add +10.8% |
| TXN Texas Instruments Inc. | 0.18% | 41,660 | $7.8M | Add +13.7% |
| AXP American Express Co. | 0.18% | 25,970 | $7.7M | Add +11.0% |
| VZ Verizon Communications Inc. | 0.18% | 192,410 | $7.7M | Add +12.9% |
| HDB HDFC Bank Ltd.-ADR | 0.17% | 114,600 | $7.3M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.17% | 14,620 | $7.3M | Add +11.6% |
| MS Morgan Stanley | 0.16% | 55,806 | $7.0M | Add +15.5% |
| DHR Danaher Corp. | 0.16% | 29,260 | $6.7M | Add +8.6% |
| CMCSA Comcast Corp. Class A | 0.15% | 176,800 | $6.6M | Add +10.4% |
| UNP Union Pacific Corp. | 0.15% | 28,523 | $6.5M | Add +7.5% |
| AMGN Amgen Inc. | 0.15% | 24,670 | $6.4M | Add +13.4% |
| LOW Lowe's Cos Inc. | 0.15% | 25,380 | $6.3M | Reduce -85.5% |
| DDOG Datadog Inc. Class A | 0.14% | 43,197 | $6.2M | No change |
| AMAT Applied Materials Inc. | 0.14% | 37,742 | $6.1M | Add +10.9% |
| C Citigroup Inc. | 0.14% | 86,030 | $6.1M | Add +10.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 50,080 | $6.1M | Add +9.1% |
| NTRA Natera Inc. | 0.13% | 36,463 | $5.8M | No change |
| SYK Stryker Corp. | 0.13% | 15,560 | $5.6M | Add +10.2% |
| NFLX Netflix Inc. | 0.13% | 6,280 | $5.6M | No change |
| INFY Infosys Ltd.-SP ADR | 0.13% | 251,000 | $5.5M | Reduce -15.6% |
| ADP Automatic Data Processing | 0.13% | 18,559 | $5.4M | Add +12.3% |
| FISV Fiserv Inc. | 0.13% | 26,100 | $5.4M | Add +9.0% |
| GILD Gilead Sciences Inc. | 0.12% | 57,590 | $5.3M | Add +14.0% |
| TMUS T-Mobile US Inc. | 0.12% | 23,730 | $5.2M | Add +8.2% |
| PEN Penumbra Inc. | 0.12% | 21,312 | $5.1M | Add +10.4% |
| GPN Global Payments Inc. | 0.11% | 43,774 | $4.9M | Add +7.4% |
| PDD PDD Holdings Inc. | 0.11% | 50,200 | $4.9M | Reduce -6.0% |
| MRSH Marsh & McLennan Cos | 0.11% | 22,264 | $4.7M | Add +10.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 11,740 | $4.7M | Add +13.9% |
| SBUX Starbucks Corp. | 0.11% | 50,400 | $4.6M | Add +10.5% |
| KLAC KLA Corp. | 0.10% | 6,969 | $4.4M | Reduce -88.4% |
| MRVL Marvell Technology Inc. | 0.10% | 39,000 | $4.3M | Add +11.8% |
| LRCX Lam Research Corp. | 0.10% | 58,950 | $4.3M | New |
Portfolio Sells Q3 2024 → Q4 2024
| KLAC KLA Corp. | Reduce -88.4% | 0.10% | −1.05 |
| LOW Lowe's Cos Inc. | Reduce -85.5% | 0.15% | −1.03 |
| KDP Keurig Dr Pepper Inc. | Reduce -94.9% | 0.04% | −0.90 |
| ICE Intercontinental Exchange Inc. | Reduce -19.8% | 0.80% | −0.34 |
| PLD Prologis Inc. | Reduce -13.6% | 0.67% | −0.31 |
| MRK Merck & Co. Inc. | Reduce -7.4% | 0.96% | −0.30 |
| EQIX Equinix Inc. | Reduce -30.6% | 0.57% | −0.25 |
| CEG Constellation Energy | Reduce -7.7% | 0.65% | −0.22 |
| IBM Intl Business Machines Corp. | Reduce -3.2% | 2.11% | −0.22 |
| SEDG Solaredge Technologies Inc. | Sold out | 0.00% | −0.21 |
| PANW Palo Alto Networks Inc. | Reduce -12.1% | 1.37% | −0.18 |
| PGR Progressive Corp. | Reduce -1.3% | 1.24% | −0.17 |
| BSX Boston Scientific Corp. | Reduce -11.9% | 1.21% | −0.16 |
| WMG Warner Music Group Corp. Class A | Reduce -11.6% | 0.70% | −0.15 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.15 |
| ROL Rollins Inc. | Reduce -2.9% | 0.74% | −0.14 |
| T AT&T Inc. | Reduce -10.0% | 1.01% | −0.14 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -6.7% | 1.00% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -11.2% | 2.02% | −0.10 |
| PDD PDD Holdings Inc. | Reduce -6.0% | 0.11% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.42% | −0.06 |
| GWW WW Grainger Inc. | Reduce -2.5% | 0.78% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -3.7% | 0.26% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -7.7% | 5.43% | −0.04 |
| INFY Infosys Ltd.-SP ADR | Reduce -15.6% | 0.13% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -16.4% | 0.29% | −0.03 |
| IBP Installed Building Products | Reduce -2.8% | 0.05% | −0.03 |
| RDNT Radnet Inc. | Reduce -28.9% | 0.05% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| FCNCA First Citizens Bcshs Class A | Reduce -9.4% | 0.90% | −0.02 |
| ARVN Arvinas Inc. | Sold out | 0.00% | −0.02 |
| LNTH Lantheus Holdings Inc. | Reduce -4.3% | 0.05% | −0.02 |
| PLNT Planet Fitness Inc. Class A | Reduce -33.4% | 0.05% | −0.01 |
| ADC Agree Realty Corp. | Reduce -12.7% | 0.04% | −0.01 |
| JLL Jones Lang Lasalle Inc. | Reduce -24.3% | 0.02% | −0.01 |
| HDB HDFC Bank Ltd.-ADR | Reduce -1.9% | 0.17% | −0.01 |
| BEKE Ke Holdings Inc.-ADR | Reduce -22.5% | 0.02% | −0.01 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.01 |
| ABCB Ameris Bancorp | Reduce -8.9% | 0.05% | −0.01 |
| FOUR SHIFT4 Payments Inc. Class A | Reduce -20.1% | 0.06% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -19.4% | 0.03% | −0.01 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.01 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.01 |
| FBIN Fortune Brands Innovations I | Reduce -19.4% | 0.01% | −0.01 |
| HTHT H World Group Ltd.-ADR | Reduce -19.4% | 0.01% | −0.01 |
| WPC WP Carey Inc. | Reduce -11.9% | 0.01% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -3.3% | 0.03% | −0.00 |
| QLYS Qualys Inc. | Reduce -10.9% | 0.05% | −0.00 |
| WIT Wipro Ltd.-ADR | Reduce -23.8% | 0.01% | −0.00 |
| DGX Quest Diagnostics Inc. | Reduce -11.8% | 0.02% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | Add +128.3% | 2.23% | +1.46 |
| BLK BlackRock Inc. | New | 1.08% | +1.08 |
| CL Colgate-Palmolive Co. | Add +1108.5% | 0.82% | +0.74 |
| CBOE Cboe Global Markets Inc. | Add +4157.6% | 0.71% | +0.69 |
| AMZN Amazon.com Inc. | Add +1.0% | 5.46% | +0.58 |
| BLD Topbuild Corp. | New | 0.56% | +0.56 |
| ADSK Autodesk Inc. | Add +109.3% | 0.81% | +0.43 |
| X United States Steel Corp. | New | 0.42% | +0.42 |
| AAPL Apple Inc. | Add +3.0% | 6.82% | +0.28 |
| FSLR First Solar Inc. | Add +124.9% | 0.65% | +0.21 |
| ORCL Oracle Corp. | Add +212.6% | 0.29% | +0.19 |
| ATKR Atkore Inc. | Add +55.2% | 0.62% | +0.19 |
| BRBR Bellring Brands Inc. | Add +5.6% | 0.94% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +10.2% | 0.83% | +0.13 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| ABNB Airbnb Inc. Class A | Add +15.8% | 0.80% | +0.09 |
| EMR Emerson Electric Co. | New | 0.08% | +0.08 |
| MAR Marriott International Class A | New | 0.07% | +0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Add +23.9% | 0.74% | +0.06 |
| GBTG Global Business Travel Group | New | 0.05% | +0.05 |
| SE Sea Ltd.-ADR | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | Add +11.3% | 0.33% | +0.05 |
| NOW ServiceNow Inc. | Add +10.7% | 0.23% | +0.04 |
| KVUE Kenvue Inc. | New | 0.04% | +0.04 |
| PCAR Paccar Inc. | Add +234.6% | 0.06% | +0.04 |
| CELH Celsius Holdings Inc. | New | 0.04% | +0.04 |
| MS Morgan Stanley | Add +15.5% | 0.16% | +0.04 |
| MRVL Marvell Technology Inc. | Add +11.8% | 0.10% | +0.04 |
| BKNG Booking Holdings Inc. | Add +10.8% | 0.19% | +0.03 |
| ETR Entergy Corp. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +8.6% | 0.21% | +0.03 |
| RPD RAPID7 Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +8.2% | 0.19% | +0.03 |
| CTVA Corteva Inc. | New | 0.03% | +0.03 |
| MA Mastercard Inc. Class A | Add +1.1% | 1.64% | +0.03 |
| GEV GE Vernova Inc. | Add +12.4% | 0.09% | +0.03 |
| PEN Penumbra Inc. | Add +10.4% | 0.12% | +0.03 |
| CVNA Carvana Co. | New | 0.02% | +0.02 |
| ASTH Astrana Health Inc. | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +23.6% | 1.62% | +0.02 |
| AXP American Express Co. | Add +11.0% | 0.18% | +0.02 |
| C Citigroup Inc. | Add +10.6% | 0.14% | +0.02 |
| CSGP Costar Group Inc. | New | 0.02% | +0.02 |
| GILD Gilead Sciences Inc. | Add +14.0% | 0.12% | +0.02 |
| BAH Booz Allen Hamilton Holdings | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | Add +9.0% | 0.13% | +0.02 |
| APO Apollo Global Management Inc. | Add +8.2% | 0.07% | +0.02 |
| NTNX Nutanix Inc. Class A | New | 0.02% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +33.5% | 0.08% | +0.02 |
| TEAM Atlassian Corp. Class A | Add +9.0% | 0.04% | +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 |