E. Ohman J:or Asset Management AB
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), E. Ohman J:or Asset Management AB reported 414 stock positions worth $3.8 billion. Its top holding was Microsoft (MSFT) at 8.1% of the portfolio, followed by Apple (AAPL, 6.4%) and Nvidia (NVDA, 5.7%). Compared with Q4 2024, it opened 9 new positions, sold out of 20, added to 51 and reduced 195. The biggest buy was Workday Class A (WDAY, shares +1396%) and the biggest sale an exit from Merck (MRK).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $3.8B (Q1 2025)
- SEC Filing
- 0001104659-25-033957 ↗ filed Apr 11, 2025
Holdings Value
Holdings 414 stocks · $3.8B
| MSFT Microsoft Corp. | 8.07% | 809,388 | $303.8M | Reduce -6.6% |
| AAPL Apple Inc. | 6.44% | 1,091,118 | $242.4M | Reduce -6.6% |
| NVDA Nvidia Corp. | 5.73% | 1,989,478 | $215.6M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 5.45% | 1,077,873 | $205.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 4.63% | 1,125,672 | $174.1M | Reduce -8.4% |
| V Visa Inc. Class A | 2.52% | 270,086 | $94.7M | Reduce -4.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.38% | 360,786 | $89.7M | Reduce -12.5% |
| JPM JPMorgan Chase & Co. | 2.23% | 342,272 | $84.0M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 2.05% | 93,196 | $77.0M | Add +3.3% |
| MA Mastercard Inc. Class A | 1.74% | 119,682 | $65.6M | Reduce -10.3% |
| AVGO Broadcom Inc. | 1.67% | 376,360 | $63.0M | Reduce -8.7% |
| FTNT Fortinet Inc. | 1.64% | 640,958 | $61.7M | Reduce -18.7% |
| PGR Progressive Corp. | 1.61% | 213,799 | $60.5M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 1.53% | 99,835 | $57.5M | Reduce -4.0% |
| T AT&T Inc. | 1.41% | 1,873,268 | $53.0M | Reduce -1.4% |
| CRM Salesforce Inc. | 1.21% | 169,027 | $45.4M | Reduce -15.3% |
| INTU Intuit Inc. | 1.20% | 73,317 | $45.0M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 1.16% | 256,511 | $43.8M | Reduce -20.5% |
| CL Colgate-Palmolive Co. | 1.15% | 462,912 | $43.4M | Add +19.7% |
| BLK BlackRock Inc. | 1.10% | 43,899 | $41.5M | Reduce -2.8% |
| CBOE Cboe Global Markets Inc. | 1.07% | 177,344 | $40.1M | Add +14.0% |
| ADBE Adobe Inc. | 1.06% | 104,166 | $40.0M | Reduce -6.0% |
| BDX Becton Dickinson and Co. | 1.06% | 174,297 | $39.9M | Reduce -1.0% |
| VEEV Veeva Systems Inc. Class A | 1.06% | 172,274 | $39.9M | Reduce -7.4% |
| IBN Icici Bank Ltd.-Spon ADR | 1.00% | 1,196,506 | $37.7M | Reduce -16.7% |
| BSX Boston Scientific Corp. | 1.00% | 371,700 | $37.5M | Reduce -36.1% |
| PLD Prologis Inc. | 0.96% | 323,855 | $36.2M | Add +19.4% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 70,611 | $35.1M | Reduce -16.8% |
| BRBR Bellring Brands Inc. | 0.93% | 471,054 | $35.1M | Reduce -11.9% |
| WDAY Workday Inc. Class A | 0.91% | 146,189 | $34.1M | Add +1396.5% |
| ADSK Autodesk Inc. | 0.87% | 124,850 | $32.7M | Add +6.5% |
| ROL Rollins Inc. | 0.86% | 599,768 | $32.4M | Reduce -12.5% |
| WMG Warner Music Group Corp. Class A | 0.84% | 1,014,425 | $31.8M | Add +5.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.84% | 32,132 | $31.7M | Add +1.3% |
| FSLR First Solar Inc. | 0.82% | 244,218 | $30.9M | Add +55.3% |
| GOOG Alphabet Inc. Class C | 0.77% | 184,820 | $28.9M | Reduce -0.9% |
| FCNCA First Citizens Bcshs Class A | 0.76% | 15,392 | $28.5M | Reduce -15.8% |
| ABNB Airbnb Inc. Class A | 0.71% | 222,441 | $26.6M | Reduce -14.8% |
| SGRY Surgery Partners Inc. | 0.69% | 1,085,959 | $25.8M | Reduce -12.6% |
| FIX Comfort Systems USA Inc. | 0.67% | 78,040 | $25.2M | New |
| CTSH Cognizant Tech Solutions-A | 0.66% | 325,903 | $24.9M | Add +10.4% |
| EA Electronic Arts Inc. | 0.66% | 172,453 | $24.9M | Reduce -7.3% |
| AMD Advanced Micro Devices | 0.63% | 229,666 | $23.6M | Reduce -44.2% |
| BLD Topbuild Corp. | 0.62% | 76,040 | $23.2M | Reduce -1.0% |
| X United States Steel Corp. | 0.59% | 527,160 | $22.3M | Add +0.1% |
| MCHP Microchip Technology Inc. | 0.58% | 453,133 | $21.9M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 0.56% | 39,955 | $20.9M | Reduce -4.8% |
| CEG Constellation Energy | 0.51% | 94,274 | $19.0M | Reduce -24.9% |
| PG The Procter & Gamble Co. | 0.47% | 103,806 | $17.7M | Reduce -2.7% |
| JNJ Johnson & Johnson | 0.47% | 105,990 | $17.6M | Reduce -3.4% |
| ACI Albertsons Cos Inc. Class A | 0.45% | 774,100 | $17.0M | Add +4768.6% |
| HD Home Depot Inc. | 0.43% | 43,859 | $16.1M | Reduce -2.7% |
| DECK Deckers Outdoor Corp. | 0.41% | 138,156 | $15.4M | Reduce -11.9% |
| ISRG Intuitive Surgical Inc. | 0.38% | 28,859 | $14.3M | Reduce -4.0% |
| CYTK Cytokinetics Inc. | 0.35% | 329,231 | $13.2M | New |
| KO The Coca-Cola Co. | 0.34% | 177,740 | $12.7M | Reduce -3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 299,450 | $12.5M | Reduce -6.1% |
| DE Deere & Co. | 0.29% | 23,553 | $11.1M | Reduce -6.3% |
| QCOM Qualcomm Inc. | 0.28% | 68,537 | $10.5M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.27% | 73,840 | $10.3M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 59,995 | $10.0M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.26% | 31,270 | $9.8M | Reduce -4.9% |
| PEP Pepsico Inc. | 0.24% | 60,920 | $9.1M | Reduce -2.6% |
| VZ Verizon Communications Inc. | 0.22% | 186,310 | $8.5M | Reduce -3.2% |
| HDB HDFC Bank Ltd.-ADR | 0.22% | 123,600 | $8.2M | Add +7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 78,810 | $7.8M | Reduce -3.4% |
| AMGN Amgen Inc. | 0.20% | 24,060 | $7.5M | Reduce -2.5% |
| GS Goldman Sachs Group Inc. | 0.20% | 13,451 | $7.3M | Reduce -6.7% |
| NOW ServiceNow Inc. | 0.19% | 8,996 | $7.2M | Reduce -2.3% |
| TXN Texas Instruments Inc. | 0.19% | 39,680 | $7.1M | Reduce -4.8% |
| SPGI S&P Global Inc. | 0.19% | 13,786 | $7.0M | Reduce -5.7% |
| BKNG Booking Holdings Inc. | 0.18% | 1,505 | $6.9M | Reduce -5.9% |
| AXP American Express Co. | 0.17% | 24,320 | $6.5M | Reduce -6.3% |
| UNP Union Pacific Corp. | 0.17% | 26,430 | $6.2M | Reduce -7.3% |
| MS Morgan Stanley | 0.17% | 53,446 | $6.2M | Reduce -4.2% |
| CMCSA Comcast Corp. Class A | 0.16% | 166,600 | $6.1M | Reduce -5.8% |
| TMUS T-Mobile US Inc. | 0.16% | 22,719 | $6.1M | Reduce -4.3% |
| GILD Gilead Sciences Inc. | 0.16% | 53,890 | $6.0M | Reduce -6.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 48,880 | $6.0M | Reduce -2.4% |
| C Citigroup Inc. | 0.16% | 83,630 | $5.9M | Reduce -2.8% |
| LOW Lowe's Cos Inc. | 0.15% | 24,750 | $5.8M | Reduce -2.5% |
| DHR Danaher Corp. | 0.15% | 28,010 | $5.7M | Reduce -4.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 11,490 | $5.6M | Reduce -2.1% |
| FISV Fiserv Inc. | 0.15% | 25,140 | $5.6M | Reduce -3.7% |
| SYK Stryker Corp. | 0.15% | 14,910 | $5.6M | Reduce -4.2% |
| ADP Automatic Data Processing | 0.14% | 17,559 | $5.4M | Reduce -5.4% |
| DDOG Datadog Inc. Class A | 0.14% | 53,867 | $5.3M | Add +24.7% |
| MRSH Marsh & McLennan Cos | 0.14% | 21,514 | $5.3M | Reduce -3.4% |
| NFLX Netflix Inc. | 0.14% | 5,535 | $5.2M | Reduce -11.9% |
| AMAT Applied Materials Inc. | 0.14% | 35,039 | $5.1M | Reduce -7.2% |
| SBUX Starbucks Corp. | 0.13% | 49,500 | $4.9M | Reduce -1.8% |
| KLAC KLA Corp. | 0.13% | 7,030 | $4.8M | Add +0.9% |
| INFY Infosys Ltd.-SP ADR | 0.12% | 251,000 | $4.6M | No change |
| MELI MercadoLibre Inc. | 0.12% | 2,297 | $4.5M | Add +10.4% |
| PEN Penumbra Inc. | 0.12% | 16,612 | $4.4M | Reduce -22.1% |
| NTRA Natera Inc. | 0.12% | 31,263 | $4.4M | Reduce -14.3% |
| AMT American Tower Corp. | 0.12% | 20,270 | $4.4M | Reduce -2.4% |
| ELV Elevance Health Inc. | 0.11% | 9,921 | $4.3M | Reduce -5.0% |
| INTC Intel Corp. | 0.11% | 188,220 | $4.3M | Reduce -2.6% |
| WELL Welltower Inc. | 0.11% | 27,874 | $4.3M | Reduce -2.8% |
Portfolio Sells Q4 2024 → Q1 2025
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.96 |
| NVDA Nvidia Corp. | Reduce -5.3% | 5.73% | −0.85 |
| GOOGL Alphabet Inc. Class A | Reduce -8.4% | 4.63% | −0.80 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -97.4% | 0.02% | −0.71 |
| ICE Intercontinental Exchange Inc. | Reduce -89.3% | 0.11% | −0.69 |
| ATKR Atkore Inc. | Sold out | 0.00% | −0.62 |
| AVGO Broadcom Inc. | Reduce -8.7% | 1.67% | −0.55 |
| AMD Advanced Micro Devices | Reduce -44.2% | 0.63% | −0.53 |
| EQIX Equinix Inc. | Reduce -83.8% | 0.09% | −0.48 |
| MSFT Microsoft Corp. | Reduce -6.6% | 8.07% | −0.44 |
| AAPL Apple Inc. | Reduce -6.6% | 6.44% | −0.38 |
| CRM Salesforce Inc. | Reduce -15.3% | 1.21% | −0.35 |
| DECK Deckers Outdoor Corp. | Reduce -11.9% | 0.41% | −0.33 |
| BSX Boston Scientific Corp. | Reduce -36.1% | 1.00% | −0.22 |
| PANW Palo Alto Networks Inc. | Reduce -20.5% | 1.16% | −0.21 |
| CEG Constellation Energy | Reduce -24.9% | 0.51% | −0.15 |
| FCNCA First Citizens Bcshs Class A | Reduce -15.8% | 0.76% | −0.14 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.11 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.11 |
| FTNT Fortinet Inc. | Reduce -18.7% | 1.64% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -16.8% | 0.93% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -14.8% | 0.71% | −0.09 |
| ADBE Adobe Inc. | Reduce -6.0% | 1.06% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -0.9% | 0.77% | −0.06 |
| ABCB Ameris Bancorp | Sold out | 0.00% | −0.05 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.05 |
| MRVL Marvell Technology Inc. | Reduce -3.9% | 0.06% | −0.04 |
| NOW ServiceNow Inc. | Reduce -2.3% | 0.19% | −0.04 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.9% | 0.26% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.4% | 0.27% | −0.02 |
| NTRA Natera Inc. | Reduce -14.3% | 0.12% | −0.02 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -5.7% | 0.07% | −0.02 |
| TTC Toro Co. | Sold out | 0.00% | −0.01 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.01 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.01 |
| LULU Lululemon Athletica Inc. | Reduce -5.8% | 0.04% | −0.01 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.01 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.01 |
| MAR Marriott International Class A | Reduce -9.9% | 0.06% | −0.01 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.01 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.01 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.01 |
| WST West Pharmaceutical Services | Reduce -11.6% | 0.02% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -7.2% | 0.14% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -28.6% | 0.02% | −0.01 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.01 |
| QLYS Qualys Inc. | Reduce -18.1% | 0.04% | −0.01 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| WDAY Workday Inc. Class A | Add +1396.5% | 0.91% | +0.85 |
| FIX Comfort Systems USA Inc. | New | 0.67% | +0.67 |
| ACI Albertsons Cos Inc. Class A | Add +4768.6% | 0.45% | +0.45 |
| LLY Eli Lilly & Co. | Add +3.3% | 2.05% | +0.42 |
| CBOE Cboe Global Markets Inc. | Add +14.0% | 1.07% | +0.36 |
| CYTK Cytokinetics Inc. | New | 0.35% | +0.35 |
| CL Colgate-Palmolive Co. | Add +19.7% | 1.15% | +0.33 |
| PLD Prologis Inc. | Add +19.4% | 0.96% | +0.29 |
| X United States Steel Corp. | Add +0.1% | 0.59% | +0.17 |
| FSLR First Solar Inc. | Add +55.3% | 0.82% | +0.17 |
| WMG Warner Music Group Corp. Class A | Add +5.3% | 0.84% | +0.15 |
| CTSH Cognizant Tech Solutions-A | Add +10.4% | 0.66% | +0.13 |
| AZO AutoZone Inc. | New | 0.07% | +0.07 |
| GWW WW Grainger Inc. | Add +1.3% | 0.84% | +0.06 |
| ADSK Autodesk Inc. | Add +6.5% | 0.87% | +0.06 |
| YUM Yum! Brands Inc. | New | 0.05% | +0.05 |
| USB US Bancorp | Add +208.9% | 0.08% | +0.05 |
| EDWARDS LIFESCIENSES | New | 0.05% | +0.05 |
| CSX CSX Corp. | Add +143.8% | 0.08% | +0.05 |
| HDB HDFC Bank Ltd.-ADR | Add +7.8% | 0.22% | +0.05 |
| STRL Sterling Infrastructure Inc. | New | 0.04% | +0.04 |
| RDUS Radius Recycling Inc. Class A | Add +2.6% | 0.08% | +0.04 |
| MELI MercadoLibre Inc. | Add +10.4% | 0.12% | +0.04 |
| KFY Korn Ferry | Add +41.8% | 0.09% | +0.04 |
| WTS Watts Water Technologies-A | Add +41.3% | 0.09% | +0.04 |
| GPK Graphic Packaging Holding Co. | Add +67.8% | 0.08% | +0.03 |
| HTO H2O America | Add +44.6% | 0.07% | +0.03 |
| ASTH Astrana Health Inc. | Add +85.8% | 0.05% | +0.03 |
| KLAC KLA Corp. | Add +0.9% | 0.13% | +0.02 |
| CRUS Cirrus Logic Inc. | Add +34.7% | 0.07% | +0.02 |
| TEX Terex Corp. | Add +66.4% | 0.06% | +0.02 |
| HPQ HP Inc. | Add +223.9% | 0.03% | +0.02 |
| IBP Installed Building Products | Add +28.8% | 0.07% | +0.02 |
| CODI Compass Diversified Holdings | Add +59.1% | 0.06% | +0.02 |
| ADC Agree Realty Corp. | Add +18.0% | 0.06% | +0.02 |
| LOB Live Oak Bancshares Inc. | Add +81.3% | 0.06% | +0.02 |
| GBTG Global Business Travel Group | Add +49.3% | 0.07% | +0.02 |
| SJM The JM Smucker Co. | New | 0.02% | +0.02 |
| OKTA Okta Inc. | New | 0.02% | +0.02 |
| PSMT Pricesmart Inc. | Add +25.0% | 0.06% | +0.02 |
| TRNO Terreno Realty Corp. | Add +12.2% | 0.05% | +0.01 |
| TARS Tarsus Pharmaceuticals Inc. | Add +23.6% | 0.06% | +0.01 |
| MDB Mongodb Inc. | New | 0.01% | +0.01 |
| PLNT Planet Fitness Inc. Class A | Add +11.3% | 0.06% | +0.01 |
| ZS Zscaler Inc. | Add +28.6% | 0.03% | +0.01 |
| IP International Paper Co. | Add +31.1% | 0.03% | +0.01 |
| MSCI MSCI Inc. | Add +6.7% | 0.07% | +0.01 |
| BEKE Ke Holdings Inc.-ADR | Add +13.4% | 0.03% | +0.01 |
| ARRY Array Technologies Inc. | Add +44.2% | 0.03% | +0.01 |
| NTAP Netapp Inc. | Add +51.5% | 0.02% | +0.00 |
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 |