E. Ohman J:or Asset Management AB
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), E. Ohman J:or Asset Management AB reported 477 stock positions worth $3.8 billion. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Microsoft (MSFT, 7.2%) and Alphabet Class A (GOOGL, 5.8%). Compared with Q4 2025, it opened 19 new positions, sold out of 22, added to 95 and reduced 184. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +115%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0002009396
- Portfolio Value
- $3.8B (Q1 2026)
- SEC Filing
- 0001104659-26-044036 ↗ filed Apr 16, 2026
Holdings Value
Holdings 477 stocks · $3.8B
| NVDA Nvidia Corp. | 8.15% | 1,768,209 | $308.4M | Reduce -2.8% |
| MSFT Microsoft Corp. | 7.18% | 734,309 | $271.8M | Reduce -4.8% |
| GOOGL Alphabet Inc. Class A | 5.75% | 757,028 | $217.7M | Reduce -17.1% |
| AAPL Apple Inc. | 5.70% | 850,212 | $215.8M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 4.69% | 851,637 | $177.4M | Reduce -13.7% |
| AVGO Broadcom Inc. | 4.20% | 513,881 | $159.1M | Add +12.2% |
| JPM JPMorgan Chase & Co. | 2.13% | 274,514 | $80.8M | Reduce -1.0% |
| V Visa Inc. Class A | 1.94% | 243,281 | $73.5M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.74% | 115,079 | $65.8M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.49% | 233,310 | $56.6M | Reduce -29.5% |
| GILD Gilead Sciences Inc. | 1.41% | 382,002 | $53.2M | Reduce -3.6% |
| CBOE Cboe Global Markets Inc. | 1.40% | 188,877 | $53.1M | Add +39.1% |
| T AT&T Inc. | 1.31% | 1,714,668 | $49.7M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 1.28% | 97,169 | $48.6M | Reduce -3.7% |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 133,016 | $45.0M | Add +115.0% |
| INTU Intuit Inc. | 1.17% | 102,678 | $44.4M | Reduce -23.7% |
| CL Colgate-Palmolive Co. | 1.11% | 491,735 | $41.9M | Add +5.6% |
| GOOG Alphabet Inc. Class C | 1.11% | 145,945 | $41.9M | Reduce -6.1% |
| PLD Prologis Inc. | 1.08% | 308,990 | $40.8M | Reduce -11.4% |
| PGR Progressive Corp. | 1.01% | 193,595 | $38.4M | Reduce -8.3% |
| PANW Palo Alto Networks Inc. | 1.01% | 238,216 | $38.2M | Reduce -0.4% |
| GWW WW Grainger Inc. | 1.00% | 34,781 | $37.9M | Add +8.9% |
| TMO Thermo Fisher Scientific Inc. | 1.00% | 77,071 | $37.9M | Reduce -17.2% |
| BSX Boston Scientific Corp. | 0.98% | 593,165 | $37.2M | Add +5.1% |
| BLK BlackRock Inc. | 0.92% | 36,251 | $34.9M | Reduce -2.4% |
| ACI Albertsons Cos Inc. Class A | 0.92% | 2,036,014 | $34.7M | Add +8.4% |
| ROL Rollins Inc. | 0.88% | 623,562 | $33.3M | Add +6.1% |
| CRM Salesforce Inc. | 0.86% | 174,606 | $32.6M | Reduce -0.5% |
| IBN Icici Bank Ltd.-Spon ADR | 0.86% | 1,256,149 | $32.5M | Add +8.7% |
| CEG Constellation Energy | 0.84% | 114,027 | $31.8M | Add +21.6% |
| ADSK Autodesk Inc. | 0.81% | 128,018 | $30.6M | Add +0.4% |
| MELI MercadoLibre Inc. | 0.80% | 17,596 | $30.4M | Add +257.6% |
| MCHP Microchip Technology Inc. | 0.74% | 430,616 | $27.8M | No change |
| NOW ServiceNow Inc. | 0.73% | 264,107 | $27.6M | Reduce -12.2% |
| FSLR First Solar Inc. | 0.71% | 137,176 | $27.1M | Add +1.6% |
| VEEV Veeva Systems Inc. Class A | 0.70% | 150,224 | $26.4M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.67% | 27,497 | $25.3M | Add +0.6% |
| UBER Uber Technologies Inc. | 0.67% | 350,550 | $25.2M | Add +409.9% |
| FIX Comfort Systems USA Inc. | 0.65% | 17,819 | $24.6M | Reduce -63.3% |
| FCNCA First Citizens Bcshs Class A | 0.64% | 12,938 | $24.4M | Add +0.1% |
| FTNT Fortinet Inc. | 0.62% | 285,059 | $23.3M | Reduce -0.4% |
| CTSH Cognizant Tech Solutions-A | 0.55% | 336,161 | $20.6M | Reduce -3.3% |
| GNRC Generac Holdings Inc. | 0.53% | 102,245 | $20.0M | New |
| PSMT Pricesmart Inc. | 0.52% | 131,990 | $19.9M | Add +539.9% |
| CYTK Cytokinetics Inc. | 0.52% | 300,762 | $19.8M | Reduce -17.1% |
| WTS Watts Water Technologies-A | 0.50% | 64,549 | $18.7M | Add +414.8% |
| BLD Topbuild Corp. | 0.45% | 48,898 | $17.2M | Reduce -5.6% |
| AKAM Akamai Technologies Inc. | 0.42% | 138,000 | $15.8M | New |
| CNM Core & Main Inc. Class A | 0.41% | 310,530 | $15.3M | Add +561.3% |
| WMT Walmart Inc. | 0.38% | 114,980 | $14.3M | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.37% | 57,284 | $14.0M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.35% | 60,112 | $13.1M | Reduce -3.2% |
| MU Micron Technology Inc. | 0.34% | 38,404 | $13.0M | Reduce -3.7% |
| HD Home Depot Inc. | 0.34% | 38,943 | $12.8M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.33% | 87,718 | $12.7M | Reduce -0.7% |
| AMD Advanced Micro Devices | 0.33% | 60,854 | $12.4M | Reduce -1.6% |
| NFLX Netflix Inc. | 0.32% | 127,141 | $12.2M | Reduce -5.8% |
| AMAT Applied Materials Inc. | 0.32% | 35,451 | $12.1M | Reduce -3.4% |
| LRCX Lam Research Corp. | 0.32% | 55,921 | $11.9M | Reduce -3.9% |
| KO The Coca-Cola Co. | 0.31% | 153,165 | $11.6M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.28% | 135,648 | $10.5M | Reduce -3.3% |
| DE Deere & Co. | 0.28% | 18,570 | $10.5M | Reduce -11.0% |
| MRK Merck & Co. Inc. | 0.27% | 85,057 | $10.2M | Reduce -3.8% |
| ISRG Intuitive Surgical Inc. | 0.26% | 21,590 | $10.0M | Reduce -8.8% |
| VZ Verizon Communications Inc. | 0.24% | 180,336 | $9.1M | Reduce -6.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 181,880 | $8.9M | Reduce -26.2% |
| INTC Intel Corp. | 0.23% | 200,246 | $8.8M | Reduce -3.9% |
| GS Goldman Sachs Group Inc. | 0.23% | 10,281 | $8.7M | Reduce -3.8% |
| ORCL Oracle Corp. | 0.23% | 58,702 | $8.6M | Reduce -3.4% |
| YUMC Yum China Holdings Inc. | 0.22% | 21,800 | $8.4M | Reduce -12.8% |
| UNH Unitedhealth Group Inc. | 0.22% | 30,779 | $8.3M | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 54,975 | $8.0M | Reduce -2.6% |
| GEV GE Vernova Inc. | 0.21% | 8,930 | $7.8M | Reduce -5.4% |
| KLAC KLA Corp. | 0.19% | 4,836 | $7.1M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 43,730 | $7.0M | Add +0.7% |
| C Citigroup Inc. | 0.18% | 61,278 | $6.9M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.18% | 21,779 | $6.8M | Add +2.7% |
| WFC Wells Fargo & Co. | 0.18% | 84,594 | $6.7M | Reduce -5.2% |
| MS Morgan Stanley | 0.17% | 40,117 | $6.6M | Reduce -5.2% |
| TXN Texas Instruments Inc. | 0.17% | 33,911 | $6.6M | Reduce -1.2% |
| AMGN Amgen Inc. | 0.17% | 18,385 | $6.5M | Reduce -3.6% |
| BKNG Booking Holdings Inc. | 0.16% | 1,458 | $6.1M | Add +1.0% |
| ABT Abbott Laboratories | 0.16% | 58,437 | $6.0M | Reduce -5.2% |
| DXCM Dexcom Inc. | 0.16% | 95,192 | $6.0M | Reduce -17.6% |
| SPGI S&P Global Inc. | 0.15% | 13,776 | $5.9M | Add +27.8% |
| WELL Welltower Inc. | 0.15% | 29,385 | $5.8M | Add +0.7% |
| HDB HDFC Bank Ltd.-ADR | 0.15% | 232,300 | $5.8M | Add +7.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 59,843 | $5.8M | Reduce -5.6% |
| AXP American Express Co. | 0.15% | 18,797 | $5.7M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.15% | 36,302 | $5.6M | Add +0.7% |
| PFE Pfizer Inc. | 0.15% | 199,117 | $5.6M | Add +41.6% |
| NTRA Natera Inc. | 0.14% | 27,395 | $5.5M | Reduce -8.1% |
| LOW Lowe's Cos Inc. | 0.14% | 22,027 | $5.2M | Add +2.2% |
| MCK McKesson Corp. | 0.13% | 5,691 | $4.9M | Reduce -2.5% |
| NXT Nextpower Inc. | 0.13% | 39,598 | $4.8M | Reduce -22.5% |
| QCOM Qualcomm Inc. | 0.13% | 36,814 | $4.7M | Reduce -48.7% |
| UNP Union Pacific Corp. | 0.12% | 19,160 | $4.6M | Reduce -6.6% |
| ADBE Adobe Inc. | 0.12% | 18,873 | $4.6M | Reduce -2.3% |
| ANET Arista Networks Inc. | 0.12% | 37,307 | $4.6M | Reduce -1.7% |
| TMUS T-Mobile US Inc. | 0.12% | 21,599 | $4.5M | Add +23.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -4.8% | 7.18% | −1.50 |
| INTU Intuit Inc. | Reduce -23.7% | 1.17% | −0.90 |
| GOOGL Alphabet Inc. Class A | Reduce -17.1% | 5.75% | −0.90 |
| IBM Intl Business Machines Corp. | Reduce -29.5% | 1.49% | −0.79 |
| ABNB Airbnb Inc. Class A | Reduce -95.5% | 0.04% | −0.78 |
| AMZN Amazon.com Inc. | Reduce -13.7% | 4.69% | −0.62 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.57 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.44 |
| FIX Comfort Systems USA Inc. | Reduce -63.3% | 0.65% | −0.41 |
| NOW ServiceNow Inc. | Reduce -12.2% | 0.73% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.2% | 1.00% | −0.25 |
| CRM Salesforce Inc. | Reduce -0.5% | 0.86% | −0.22 |
| QCOM Qualcomm Inc. | Reduce -48.7% | 0.13% | −0.16 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.13 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.5% | 0.70% | −0.13 |
| CTSH Cognizant Tech Solutions-A | Reduce -3.3% | 0.55% | −0.13 |
| PGR Progressive Corp. | Reduce -8.3% | 1.01% | −0.10 |
| BAC Bank of America Corp. | Reduce -26.2% | 0.23% | −0.08 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 1.28% | −0.06 |
| V Visa Inc. Class A | Reduce -0.5% | 1.94% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -8.8% | 0.26% | −0.05 |
| BLD Topbuild Corp. | Reduce -5.6% | 0.45% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.4% | 0.23% | −0.05 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.04 |
| GBTG Global Business Travel Group | Sold out | 0.00% | −0.04 |
| RGEN Repligen Corp. | Reduce -15.1% | 0.09% | −0.04 |
| ADBE Adobe Inc. | Reduce -2.3% | 0.12% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -3.1% | 0.06% | −0.03 |
| JLL Jones Lang Lasalle Inc. | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -6.1% | 1.11% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -4.0% | 0.22% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -50.2% | 0.04% | −0.02 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.16% | −0.02 |
| INFY Infosys Ltd.-SP ADR | Reduce -6.7% | 0.09% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.6% | 0.21% | −0.02 |
| COF Capital One Financial Corp. | Reduce -2.0% | 0.11% | −0.02 |
| DXCM Dexcom Inc. | Reduce -17.6% | 0.16% | −0.02 |
| AXP American Express Co. | Reduce -3.3% | 0.15% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -0.4% | 1.01% | −0.02 |
| TEAM Atlassian Corp. Class A | Reduce -26.7% | 0.01% | −0.02 |
| DIS The Walt Disney Co. | Reduce -5.6% | 0.15% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -5.2% | 0.18% | −0.02 |
| VRNS Varonis Systems Inc. | Reduce -50.5% | 0.01% | −0.02 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −0.01 |
| NTRA Natera Inc. | Reduce -8.1% | 0.14% | −0.01 |
| ADP Automatic Data Processing | Reduce -2.3% | 0.09% | −0.01 |
| CYTK Cytokinetics Inc. | Reduce -17.1% | 0.52% | −0.01 |
| DOCU Docusign Inc. | Sold out | 0.00% | −0.01 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TSM Taiwan Semiconductor-SP ADR | Add +115.0% | 1.19% | +0.75 |
| CBOE Cboe Global Markets Inc. | Add +39.1% | 1.40% | +0.61 |
| MELI MercadoLibre Inc. | Add +257.6% | 0.80% | +0.57 |
| UBER Uber Technologies Inc. | Add +409.9% | 0.67% | +0.54 |
| GNRC Generac Holdings Inc. | New | 0.53% | +0.53 |
| AVGO Broadcom Inc. | Add +12.2% | 4.20% | +0.51 |
| PSMT Pricesmart Inc. | Add +539.9% | 0.52% | +0.47 |
| AKAM Akamai Technologies Inc. | New | 0.42% | +0.42 |
| WTS Watts Water Technologies-A | Add +414.8% | 0.50% | +0.41 |
| CNM Core & Main Inc. Class A | Add +561.3% | 0.41% | +0.35 |
| GWW WW Grainger Inc. | Add +8.9% | 1.00% | +0.25 |
| CL Colgate-Palmolive Co. | Add +5.6% | 1.11% | +0.25 |
| ACI Albertsons Cos Inc. Class A | Add +8.4% | 0.92% | +0.17 |
| CAVA Cava Group Inc. | New | 0.09% | +0.09 |
| CEG Constellation Energy | Add +21.6% | 0.84% | +0.07 |
| OCUL Ocular Therapeutix Inc. | New | 0.07% | +0.07 |
| PFE Pfizer Inc. | Add +41.6% | 0.15% | +0.07 |
| GL Globe Life Inc. | New | 0.06% | +0.06 |
| CE Celanese Corp. | Add +25.9% | 0.12% | +0.06 |
| ROL Rollins Inc. | Add +6.1% | 0.88% | +0.06 |
| KO The Coca-Cola Co. | Add +0.1% | 0.31% | +0.06 |
| IBN Icici Bank Ltd.-Spon ADR | Add +8.7% | 0.86% | +0.06 |
| LITE Lumentum Holdings Inc. | New | 0.04% | +0.04 |
| EQIX Equinix Inc. | Add +3.7% | 0.11% | +0.04 |
| TMUS T-Mobile US Inc. | Add +23.1% | 0.12% | +0.04 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.03% | +0.03 |
| COHR Coherent Corp. | New | 0.03% | +0.03 |
| CRUS Cirrus Logic Inc. | Add +8.8% | 0.10% | +0.03 |
| TEX Terex Corp. | Add +14.5% | 0.11% | +0.03 |
| TJX TJX Companies Inc. | Add +0.7% | 0.18% | +0.03 |
| PEP Pepsico Inc. | Add +0.7% | 0.15% | +0.03 |
| MCD McDonald's Corp. | Add +2.7% | 0.18% | +0.03 |
| HD Home Depot Inc. | Add +0.4% | 0.34% | +0.03 |
| WELL Welltower Inc. | Add +0.7% | 0.15% | +0.03 |
| HTO H2O America | Add +8.8% | 0.08% | +0.03 |
| SPGI S&P Global Inc. | Add +27.8% | 0.15% | +0.02 |
| LNTH Lantheus Holdings Inc. | Add +8.8% | 0.07% | +0.02 |
| ROST Ross Stores Inc. | Add +14.7% | 0.06% | +0.02 |
| UPS United Parcel Service Class B | Add +24.8% | 0.07% | +0.02 |
| LOW Lowe's Cos Inc. | Add +2.2% | 0.14% | +0.02 |
| CDE Coeur Mining Inc. | New | 0.02% | +0.02 |
| TARS Tarsus Pharmaceuticals Inc. | Add +26.3% | 0.08% | +0.01 |
| ODFL Old Dominion Freight Line | Add +25.5% | 0.03% | +0.01 |
| ASTS Ast Spacemobile Inc. | New | 0.01% | +0.01 |
| LOB Live Oak Bancshares Inc. | Add +9.3% | 0.09% | +0.01 |
| WM Waste Management Inc. | Add +0.6% | 0.08% | +0.01 |
| CF CF Industries Holdings Inc. | New | 0.01% | +0.01 |
| HGTY Hagerty Inc. Class A | New | 0.01% | +0.01 |
| KFY Korn Ferry | Add +8.8% | 0.08% | +0.01 |
| TRNO Terreno Realty Corp. | Add +8.8% | 0.06% | +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 |