E. Ohman J:or Asset Management AB
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), E. Ohman J:or Asset Management AB reported 398 stock positions worth $4.2 billion. Its top holding was Microsoft (MSFT) at 9.3% of the portfolio, followed by Nvidia (NVDA, 8.2%) and Alphabet Class A (GOOGL, 6.2%). Compared with Q2 2025, it opened 10 new positions, sold out of 13, added to 50 and reduced 43. The biggest buy was ServiceNow (NOW, shares +514%) and the biggest sale Workday Class A (WDAY, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $4.2B (Q3 2025)
- SEC Filing
- 0001104659-25-100192 ↗ filed Oct 17, 2025
Holdings Value
Holdings 398 stocks · $4.2B
| MSFT Microsoft Corp. | 9.34% | 765,947 | $396.7M | Reduce -2.4% |
| NVDA Nvidia Corp. | 8.17% | 1,860,129 | $347.1M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 6.17% | 1,078,778 | $262.3M | Reduce -5.5% |
| AAPL Apple Inc. | 6.17% | 1,029,388 | $262.1M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 5.55% | 1,074,607 | $236.0M | Add +0.1% |
| AVGO Broadcom Inc. | 3.73% | 480,110 | $158.4M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 2.37% | 319,399 | $100.7M | Reduce -2.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.24% | 337,378 | $95.2M | Reduce -1.3% |
| INTU Intuit Inc. | 2.14% | 132,966 | $90.8M | Add +4.3% |
| V Visa Inc. Class A | 2.06% | 256,777 | $87.7M | Reduce -2.4% |
| META Meta Platforms Inc. Class A | 1.70% | 98,164 | $72.1M | Add +0.6% |
| MA Mastercard Inc. Class A | 1.44% | 107,743 | $61.3M | Add +0.9% |
| PGR Progressive Corp. | 1.22% | 210,192 | $51.9M | Add +16.4% |
| PANW Palo Alto Networks Inc. | 1.21% | 251,618 | $51.2M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.19% | 104,361 | $50.6M | Add +21.8% |
| NOW ServiceNow Inc. | 1.16% | 53,312 | $49.1M | Add +513.6% |
| T AT&T Inc. | 1.15% | 1,728,391 | $48.8M | Reduce -7.8% |
| VEEV Veeva Systems Inc. Class A | 1.11% | 158,589 | $47.2M | No change |
| BLK BlackRock Inc. | 1.05% | 38,105 | $44.4M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 1.02% | 177,836 | $43.3M | Reduce -3.2% |
| PLD Prologis Inc. | 0.95% | 353,788 | $40.5M | Add +8.2% |
| ADSK Autodesk Inc. | 0.95% | 127,126 | $40.4M | No change |
| FIX Comfort Systems USA Inc. | 0.94% | 48,538 | $40.1M | Reduce -35.0% |
| CRM Salesforce Inc. | 0.94% | 167,868 | $39.8M | Add +0.4% |
| BSX Boston Scientific Corp. | 0.91% | 397,419 | $38.8M | Reduce -4.1% |
| CL Colgate-Palmolive Co. | 0.89% | 471,729 | $37.7M | Add +7.5% |
| GILD Gilead Sciences Inc. | 0.85% | 324,647 | $36.0M | Add +516.3% |
| IBN Icici Bank Ltd.-Spon ADR | 0.84% | 1,179,061 | $35.6M | Reduce -1.0% |
| ROL Rollins Inc. | 0.81% | 587,672 | $34.5M | No change |
| WMG Warner Music Group Corp. Class A | 0.81% | 1,011,770 | $34.5M | Reduce -3.5% |
| CBOE Cboe Global Markets Inc. | 0.78% | 135,794 | $33.3M | Reduce -27.1% |
| LLY Eli Lilly & Co. | 0.75% | 41,580 | $31.7M | Add +3.9% |
| FSLR First Solar Inc. | 0.74% | 141,902 | $31.3M | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.72% | 32,210 | $30.7M | No change |
| ACI Albertsons Cos Inc. Class A | 0.70% | 1,700,441 | $29.8M | Add +32.4% |
| EA Electronic Arts Inc. | 0.69% | 146,239 | $29.5M | Reduce -14.4% |
| CEG Constellation Energy | 0.64% | 83,109 | $27.3M | No change |
| ABNB Airbnb Inc. Class A | 0.64% | 223,952 | $27.2M | Add +6.1% |
| BLD Topbuild Corp. | 0.55% | 59,448 | $23.2M | Reduce -26.9% |
| MCHP Microchip Technology Inc. | 0.55% | 361,449 | $23.2M | No change |
| FCNCA First Citizens Bcshs Class A | 0.54% | 12,705 | $22.7M | No change |
| CTSH Cognizant Tech Solutions-A | 0.53% | 333,970 | $22.4M | No change |
| CYTK Cytokinetics Inc. | 0.53% | 407,037 | $22.4M | No change |
| FTNT Fortinet Inc. | 0.52% | 263,040 | $22.1M | Reduce -19.4% |
| SGRY Surgery Partners Inc. | 0.49% | 965,828 | $20.9M | No change |
| BRBR Bellring Brands Inc. | 0.48% | 559,635 | $20.3M | Add +18.6% |
| ORCL Oracle Corp. | 0.47% | 70,781 | $19.9M | No change |
| JNJ Johnson & Johnson | 0.44% | 101,497 | $18.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 61,878 | $17.3M | Add +0.9% |
| HD Home Depot Inc. | 0.40% | 41,938 | $17.0M | Add +1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 302,549 | $15.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.36% | 98,935 | $15.2M | No change |
| UNH Unitedhealth Group Inc. | 0.31% | 38,733 | $13.4M | No change |
| ISRG Intuitive Surgical Inc. | 0.30% | 28,306 | $12.7M | Add +4.1% |
| KO The Coca-Cola Co. | 0.27% | 172,505 | $11.4M | No change |
| QCOM Qualcomm Inc. | 0.26% | 67,007 | $11.1M | No change |
| AMD Advanced Micro Devices | 0.26% | 68,804 | $11.1M | No change |
| GS Goldman Sachs Group Inc. | 0.24% | 12,964 | $10.3M | Reduce -2.3% |
| DE Deere & Co. | 0.24% | 21,851 | $10.0M | No change |
| MCD McDonald's Corp. | 0.21% | 29,880 | $9.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 76,008 | $8.7M | No change |
| YUMC Yum China Holdings Inc. | 0.20% | 25,000 | $8.5M | Reduce -9.1% |
| BKNG Booking Holdings Inc. | 0.20% | 1,559 | $8.4M | Add +2.9% |
| UBER Uber Technologies Inc. | 0.19% | 83,500 | $8.2M | New |
| MS Morgan Stanley | 0.19% | 50,668 | $8.1M | Add +1.0% |
| PEP Pepsico Inc. | 0.19% | 56,923 | $8.0M | No change |
| MU Micron Technology Inc. | 0.19% | 47,756 | $8.0M | No change |
| C Citigroup Inc. | 0.19% | 78,619 | $8.0M | Reduce -1.5% |
| AXP American Express Co. | 0.19% | 23,796 | $7.9M | No change |
| VZ Verizon Communications Inc. | 0.18% | 177,417 | $7.8M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.18% | 222,800 | $7.6M | Add +2.1% |
| GEV GE Vernova Inc. | 0.17% | 11,772 | $7.2M | No change |
| LRCX Lam Research Corp. | 0.17% | 53,757 | $7.2M | No change |
| TXN Texas Instruments Inc. | 0.17% | 38,474 | $7.1M | No change |
| AMAT Applied Materials Inc. | 0.16% | 33,906 | $6.9M | Reduce -1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 47,173 | $6.8M | No change |
| KLAC KLA Corp. | 0.15% | 5,978 | $6.4M | Reduce -11.3% |
| SPGI S&P Global Inc. | 0.15% | 13,222 | $6.4M | No change |
| NFLX Netflix Inc. | 0.15% | 5,344 | $6.4M | No change |
| DDOG Datadog Inc. Class A | 0.15% | 44,981 | $6.4M | Reduce -17.6% |
| ADBE Adobe Inc. | 0.15% | 18,014 | $6.4M | Reduce -77.9% |
| AMGN Amgen Inc. | 0.15% | 22,495 | $6.3M | No change |
| UNP Union Pacific Corp. | 0.14% | 25,830 | $6.1M | Add +3.2% |
| INTC Intel Corp. | 0.14% | 180,960 | $6.1M | No change |
| LOW Lowe's Cos Inc. | 0.14% | 23,870 | $6.0M | No change |
| COF Capital One Financial Corp. | 0.14% | 26,973 | $5.7M | No change |
| DHR Danaher Corp. | 0.13% | 27,391 | $5.4M | No change |
| SYK Stryker Corp. | 0.13% | 14,654 | $5.4M | No change |
| MELI MercadoLibre Inc. | 0.13% | 2,285 | $5.3M | Add +3.5% |
| DXCM Dexcom Inc. | 0.12% | 77,492 | $5.2M | Add +400.2% |
| TMUS T-Mobile US Inc. | 0.12% | 21,433 | $5.1M | Add +10.9% |
| MCK McKesson Corp. | 0.12% | 6,513 | $5.0M | Add +12.2% |
| PEN Penumbra Inc. | 0.12% | 19,812 | $5.0M | Add +8.2% |
| ADP Automatic Data Processing | 0.12% | 17,082 | $5.0M | No change |
| WELL Welltower Inc. | 0.12% | 27,594 | $4.9M | No change |
| CMCSA Comcast Corp. Class A | 0.12% | 155,651 | $4.9M | No change |
| NTRA Natera Inc. | 0.11% | 28,563 | $4.6M | No change |
| STRL Sterling Infrastructure Inc. | 0.10% | 12,570 | $4.3M | Reduce -4.1% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.10% | 57,098 | $4.2M | New |
| MRSH Marsh & McLennan Cos | 0.10% | 20,837 | $4.2M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| WDAY Workday Inc. Class A | Reduce -94.0% | 0.05% | −0.84 |
| ADBE Adobe Inc. | Reduce -77.9% | 0.15% | −0.63 |
| MSFT Microsoft Corp. | Reduce -2.4% | 9.34% | −0.35 |
| DECK Deckers Outdoor Corp. | Reduce -95.2% | 0.02% | −0.34 |
| FTNT Fortinet Inc. | Reduce -19.4% | 0.52% | −0.34 |
| CBOE Cboe Global Markets Inc. | Reduce -27.1% | 0.78% | −0.29 |
| IBM Intl Business Machines Corp. | Reduce -1.3% | 2.24% | −0.26 |
| V Visa Inc. Class A | Reduce -2.4% | 2.06% | −0.26 |
| T AT&T Inc. | Reduce -7.8% | 1.15% | −0.20 |
| BSX Boston Scientific Corp. | Reduce -4.1% | 0.91% | −0.19 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -1.0% | 0.84% | −0.16 |
| BLD Topbuild Corp. | Reduce -26.9% | 0.55% | −0.11 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.05 |
| FIX Comfort Systems USA Inc. | Reduce -35.0% | 0.94% | −0.05 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.05 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.04 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.03 |
| DDOG Datadog Inc. Class A | Reduce -17.6% | 0.15% | −0.03 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.03 |
| INFY Infosys Ltd.-SP ADR | Reduce -6.5% | 0.09% | −0.03 |
| OMC Omnicom Group | Sold out | 0.00% | −0.02 |
| CSX CSX Corp. | Reduce -21.9% | 0.07% | −0.02 |
| CPT Camden Property Trust | Sold out | 0.00% | −0.01 |
| VRNT Verint Systems Inc. | Reduce -49.2% | 0.01% | −0.01 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.01 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.01 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.01 |
| QFIN Qfin Holdings Inc.-ADR | Sold out | 0.00% | −0.01 |
| AVTR Avantor Inc. | Sold out | 0.00% | −0.01 |
| MAR Marriott International Class A | Reduce -3.0% | 0.06% | −0.01 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.3% | 0.03% | −0.00 |
| AFL Aflac Inc. | Reduce -3.3% | 0.05% | −0.00 |
| PSMT Pricesmart Inc. | Reduce -6.7% | 0.06% | +0.00 |
| SE Sea Ltd.-ADR | Reduce -3.9% | 0.08% | +0.00 |
| KLAC KLA Corp. | Reduce -11.3% | 0.15% | +0.00 |
| IBP Installed Building Products | Reduce -17.2% | 0.07% | +0.00 |
| CELH Celsius Holdings Inc. | Reduce -6.6% | 0.06% | +0.01 |
| LOB Live Oak Bancshares Inc. | Reduce -2.5% | 0.07% | +0.01 |
| AMAT Applied Materials Inc. | Reduce -1.7% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 2.37% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -2.3% | 0.24% | +0.01 |
| BLK BlackRock Inc. | Reduce -4.1% | 1.05% | +0.01 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.37% | +0.01 |
| TARS Tarsus Pharmaceuticals Inc. | Reduce -6.6% | 0.05% | +0.01 |
| WBD Warner Bros Discovery Inc. | Reduce -6.1% | 0.04% | +0.01 |
| EA Electronic Arts Inc. | Reduce -14.4% | 0.69% | +0.02 |
| C Citigroup Inc. | Reduce -1.5% | 0.19% | +0.02 |
| STRL Sterling Infrastructure Inc. | Reduce -4.1% | 0.10% | +0.03 |
| WMG Warner Music Group Corp. Class A | Reduce -3.5% | 0.81% | +0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| NOW ServiceNow Inc. | Add +513.6% | 1.16% | +0.93 |
| GILD Gilead Sciences Inc. | Add +516.3% | 0.85% | +0.70 |
| TMO Thermo Fisher Scientific Inc. | Add +21.8% | 1.19% | +0.33 |
| UBER Uber Technologies Inc. | New | 0.19% | +0.19 |
| FSLR First Solar Inc. | Add +1.0% | 0.74% | +0.16 |
| PLD Prologis Inc. | Add +8.2% | 0.95% | +0.10 |
| NXT Nextpower Inc. | New | 0.10% | +0.10 |
| DXCM Dexcom Inc. | Add +400.2% | 0.12% | +0.09 |
| RBLX Roblox Corp. Class A | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.9% | 0.41% | +0.06 |
| VITL Vital Farms Inc. | New | 0.04% | +0.04 |
| DHI D.R. Horton Inc. | New | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +16.4% | 1.22% | +0.03 |
| HD Home Depot Inc. | Add +1.0% | 0.40% | +0.02 |
| TPR Tapestry Inc. | New | 0.02% | +0.02 |
| RKLB Rocket Lab Corp. | New | 0.02% | +0.02 |
| SCCO Southern Copper Corp. | New | 0.02% | +0.02 |
| J Jacobs Solutions Inc. | New | 0.02% | +0.02 |
| ACI Albertsons Cos Inc. Class A | Add +32.4% | 0.70% | +0.02 |
| MS Morgan Stanley | Add +1.0% | 0.19% | +0.01 |
| MCK McKesson Corp. | Add +12.2% | 0.12% | +0.01 |
| ROP Roper Technologies Inc. | New | 0.01% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +9.2% | 0.05% | +0.01 |
| AZO AutoZone Inc. | Add +4.5% | 0.07% | +0.01 |
| SNPS Synopsys Inc. | Add +19.8% | 0.09% | +0.01 |
| LYV Live Nation Entertainment Inc. | Add +34.4% | 0.03% | +0.01 |
| TMUS T-Mobile US Inc. | Add +10.9% | 0.12% | +0.01 |
| WSM Williams-Sonoma Inc. | Add +14.5% | 0.03% | +0.01 |
| USB US Bancorp | Add +6.3% | 0.08% | +0.01 |
| DKS Dick's Sporting Goods Inc. | Add +44.3% | 0.01% | +0.00 |
| BZ Kanzhun Ltd. - ADR | Add +19.5% | 0.01% | +0.00 |
| SRRK Scholar Rock Holding Corp. | Add +8.2% | 0.06% | +0.00 |
| ITW Illinois Tool Works | Add +5.2% | 0.07% | +0.00 |
| PCAR Paccar Inc. | Add +8.8% | 0.05% | +0.00 |
| EXC Exelon Corp. | Add +7.2% | 0.05% | +0.00 |
| PEN Penumbra Inc. | Add +8.2% | 0.12% | +0.00 |
| VMRK Vivmark Residential | Add +15.8% | 0.02% | +0.00 |
| EXR Extra Space Storage Inc. | Add +14.3% | 0.03% | +0.00 |
| UNP Union Pacific Corp. | Add +3.2% | 0.14% | +0.00 |
| ECL Ecolab Inc. | Add +3.8% | 0.07% | 0.00 |
| KSPI JSC Kaspi.kz ADR | Add +8.8% | 0.01% | −0.00 |
| AMP Ameriprise Financial Inc. | Add +10.7% | 0.05% | −0.00 |
| FOUR SHIFT4 Payments Inc. Class A | Add +30.4% | 0.06% | −0.00 |
| LNTH Lantheus Holdings Inc. | Add +56.1% | 0.04% | −0.00 |
| MSCI MSCI Inc. | Add +2.1% | 0.06% | −0.00 |
| MCO Moody's Corp. | Add +6.0% | 0.08% | −0.00 |
| CI The Cigna Group | Add +1.8% | 0.08% | −0.01 |
| MELI MercadoLibre Inc. | Add +3.5% | 0.13% | −0.02 |
| BKNG Booking Holdings Inc. | Add +2.9% | 0.20% | −0.02 |
| LLY Eli Lilly & Co. | Add +3.9% | 0.75% | −0.03 |
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 |