Skandinaviska Enskilda Banken AB (publ)
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Skandinaviska Enskilda Banken AB (publ) reported 784 stock positions worth $20.4 billion. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Apple (AAPL, 4.5%). Compared with Q4 2023, it opened 68 new positions, sold out of 204, added to 317 and reduced 315. The biggest buy was Nvidia (NVDA, shares +17%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001534653
- Portfolio Value
- $20.4B (Q1 2024)
- SEC Filing
- 0001534653-24-000004 ↗ filed May 13, 2024
Holdings Value
Holdings 784 stocks · $20.4B
| MSFT Microsoft Corp. | 6.32% | 3,073,783 | $1.3B | Add +5.4% |
| NVDA Nvidia Corp. | 5.84% | 1,321,551 | $1.2B | Add +17.3% |
| AAPL Apple Inc. | 4.51% | 5,374,243 | $921.2M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 4.33% | 4,912,222 | $886.1M | Add +18.6% |
| GOOGL Alphabet Inc. Class A | 3.72% | 5,036,240 | $760.1M | Add +23.9% |
| META Meta Platforms Inc. Class A | 3.03% | 1,274,367 | $619.2M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 2.27% | 3,044,852 | $463.4M | Add +37.3% |
| V Visa Inc. Class A | 1.87% | 1,370,356 | $382.0M | Add +0.9% |
| MRK Merck & Co. Inc. | 1.64% | 2,546,578 | $336.0M | Add +24.9% |
| AMD Advanced Micro Devices | 1.46% | 1,654,272 | $298.6M | Add +119.7% |
| MA Mastercard Inc. Class A | 1.38% | 587,330 | $282.9M | Add +11.8% |
| ABBV Abbvie Inc. | 1.36% | 1,527,109 | $277.9M | Add +21.5% |
| LLY Eli Lilly & Co. | 1.31% | 344,524 | $268.0M | Reduce -0.6% |
| ADBE Adobe Inc. | 1.29% | 522,119 | $263.5M | Add +13.5% |
| UNH Unitedhealth Group Inc. | 1.28% | 530,590 | $262.5M | Reduce -10.0% |
| AMAT Applied Materials Inc. | 1.12% | 1,110,266 | $228.8M | Reduce -8.4% |
| AVGO Broadcom Inc. | 1.02% | 156,979 | $208.1M | Add +14.3% |
| NOW ServiceNow Inc. | 0.89% | 237,511 | $181.1M | Add +22.9% |
| CL Colgate-Palmolive Co. | 0.85% | 1,918,910 | $172.8M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.83% | 849,533 | $170.4M | Add +2.4% |
| CRM Salesforce Inc. | 0.79% | 535,905 | $161.4M | Add +56.6% |
| BKNG Booking Holdings Inc. | 0.75% | 42,456 | $154.1M | Reduce -12.1% |
| INTU Intuit Inc. | 0.71% | 221,890 | $144.3M | Add +13.3% |
| HST Host Hotels & Resorts Inc. | 0.67% | 6,623,229 | $137.0M | Add +13.2% |
| JNJ Johnson & Johnson | 0.64% | 820,778 | $129.8M | Add +18.9% |
| DECK Deckers Outdoor Corp. | 0.61% | 133,385 | $125.5M | Add +54.2% |
| LRCX Lam Research Corp. | 0.59% | 123,054 | $119.6M | Add +46.4% |
| TSLA Tesla Inc. | 0.58% | 677,447 | $119.1M | Reduce -1.4% |
| KLAC KLA Corp. | 0.56% | 164,168 | $114.6M | Add +4.3% |
| OC Owens Corning | 0.55% | 673,524 | $112.3M | Add +1.6% |
| CAH Cardinal Health Inc. | 0.55% | 997,887 | $111.7M | Add +58.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.54% | 264,923 | $110.8M | Add +8.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 260,290 | $109.5M | Add +48.7% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 188,245 | $109.4M | Add +43.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.53% | 107,271 | $109.1M | Add +12.9% |
| NUE Nucor Corp. | 0.50% | 516,870 | $102.3M | Reduce -14.8% |
| MCK McKesson Corp. | 0.49% | 188,278 | $101.1M | Add +16.8% |
| MSI Motorola Solutions Inc. | 0.47% | 269,408 | $95.6M | Add +24.9% |
| DHR Danaher Corp. | 0.46% | 376,406 | $94.0M | Add +38.3% |
| CDNS Cadence Design SYS Inc. | 0.45% | 297,475 | $92.6M | Reduce -10.7% |
| MFC Manulife Financial Corp. | 0.44% | 4,869,181 | $89.9M | Add +3.8% |
| ELV Elevance Health Inc. | 0.43% | 170,800 | $88.6M | Reduce -8.7% |
| QCOM Qualcomm Inc. | 0.42% | 508,961 | $86.2M | Add +57.6% |
| PG The Procter & Gamble Co. | 0.40% | 501,067 | $81.3M | Reduce -2.3% |
| GILD Gilead Sciences Inc. | 0.39% | 1,098,433 | $80.4M | Reduce -32.6% |
| CNC Centene Corp. | 0.38% | 984,273 | $77.2M | Add +12.4% |
| BSX Boston Scientific Corp. | 0.37% | 1,117,641 | $76.5M | Reduce -1.8% |
| MANH Manhattan Associates Inc. | 0.37% | 302,891 | $75.8M | Add +9.1% |
| HD Home Depot Inc. | 0.37% | 196,114 | $75.2M | Add +1.7% |
| ISRG Intuitive Surgical Inc. | 0.37% | 187,939 | $75.0M | Add +0.3% |
| KMB Kimberly-Clark Corp. | 0.37% | 577,051 | $74.6M | Add +26.9% |
| SPGI S&P Global Inc. | 0.36% | 173,219 | $73.7M | Add +25.9% |
| CAT Caterpillar Inc. | 0.35% | 196,558 | $72.0M | Add +63.0% |
| REGN Regeneron Pharmaceuticals | 0.35% | 73,954 | $71.1M | Reduce -2.6% |
| WMT Walmart Inc. | 0.35% | 1,171,636 | $70.6M | Reduce -19.0% |
| WSM Williams-Sonoma Inc. | 0.34% | 219,383 | $69.7M | Add +5.3% |
| ORLY O'reilly Automotive Inc. | 0.34% | 61,623 | $69.6M | Add +69.7% |
| SPG Simon Property Group Inc. | 0.33% | 433,521 | $67.8M | Reduce -13.8% |
| CSCO Cisco Systems Inc. | 0.33% | 1,337,070 | $66.7M | Reduce -60.2% |
| AMGN Amgen Inc. | 0.33% | 233,955 | $66.5M | Reduce -0.4% |
| GE General Electric | 0.31% | 450,000 | $63.0M | New |
| ATKR Atkore Inc. | 0.30% | 323,000 | $61.5M | Reduce -13.4% |
| MOH Molina Healthcare Inc. | 0.30% | 148,078 | $60.8M | Add +47.9% |
| NTAP Netapp Inc. | 0.27% | 532,670 | $55.9M | Add +52.8% |
| MRVL Marvell Technology Inc. | 0.27% | 779,218 | $55.2M | Reduce -7.9% |
| LOW Lowe's Cos Inc. | 0.27% | 212,829 | $54.2M | Add +89.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 1,408,216 | $53.5M | Add +2.5% |
| NFLX Netflix Inc. | 0.26% | 87,737 | $53.3M | Reduce -3.1% |
| NVR NVR Inc. | 0.26% | 6,562 | $53.2M | Reduce -16.8% |
| PCAR Paccar Inc. | 0.25% | 416,234 | $51.5M | Reduce -8.7% |
| HCA HCA Healthcare Inc. | 0.25% | 154,250 | $51.4M | Reduce -3.0% |
| STLD Steel Dynamics Inc. | 0.25% | 345,955 | $51.3M | Reduce -25.5% |
| KO The Coca-Cola Co. | 0.24% | 814,004 | $49.8M | Reduce -7.7% |
| DELL Dell Technologies -C | 0.24% | 433,719 | $49.5M | Reduce -23.6% |
| MCD McDonald's Corp. | 0.24% | 175,156 | $49.4M | Add +21.5% |
| PEP Pepsico Inc. | 0.23% | 273,978 | $47.9M | Reduce -21.3% |
| CNM Core & Main Inc. Class A | 0.22% | 799,400 | $45.8M | Add +85.9% |
| PTC PTC Inc. | 0.22% | 241,760 | $45.7M | Add +12.1% |
| DE Deere & Co. | 0.22% | 111,164 | $45.7M | Add +99.6% |
| PANW Palo Alto Networks Inc. | 0.22% | 160,398 | $45.6M | Reduce -30.0% |
| ADP Automatic Data Processing | 0.22% | 181,751 | $45.4M | Add +116.2% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.22% | 543,359 | $45.2M | Add +23.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 365,904 | $44.8M | Add +0.8% |
| KBH KB Home | 0.22% | 628,338 | $44.5M | Add +18.6% |
| DXCM Dexcom Inc. | 0.22% | 319,634 | $44.3M | Reduce -4.1% |
| ORCL Oracle Corp. | 0.22% | 351,590 | $44.2M | Add +5.7% |
| T AT&T Inc. | 0.21% | 2,384,869 | $42.0M | Add +1.5% |
| WFC Wells Fargo & Co. | 0.20% | 719,157 | $41.7M | Add +0.9% |
| SYK Stryker Corp. | 0.20% | 113,339 | $40.6M | Add +51.7% |
| ITW Illinois Tool Works | 0.20% | 150,831 | $40.5M | Add +89.1% |
| BCC Boise Cascade Co. | 0.20% | 262,400 | $40.2M | Reduce -44.8% |
| XYL Xylem Inc. | 0.19% | 305,405 | $39.5M | Add +18.4% |
| ABT Abbott Laboratories | 0.19% | 345,618 | $39.3M | Add +2.9% |
| TXN Texas Instruments Inc. | 0.19% | 224,624 | $39.1M | Reduce -28.4% |
| HLT Hilton Worldwide Holdings Inc. | 0.19% | 183,046 | $39.0M | Add +243.6% |
| KRYS Krystal Biotech Inc. | 0.19% | 217,747 | $38.7M | Reduce -10.8% |
| CPRT Copart Inc. | 0.19% | 658,857 | $38.2M | Add +4.3% |
| IQV Iqvia Holdings Inc. | 0.19% | 150,525 | $38.1M | Reduce -0.5% |
| PFE Pfizer Inc. | 0.18% | 1,332,406 | $37.0M | Reduce -7.5% |
| MLI Mueller Industries Inc. | 0.18% | 680,200 | $36.7M | Reduce -5.3% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -4.1% | 4.51% | −1.75 |
| CSCO Cisco Systems Inc. | Reduce -60.2% | 0.33% | −0.66 |
| UNH Unitedhealth Group Inc. | Reduce -10.0% | 1.28% | −0.51 |
| TSLA Tesla Inc. | Reduce -1.4% | 0.58% | −0.41 |
| GILD Gilead Sciences Inc. | Reduce -32.6% | 0.39% | −0.37 |
| BKNG Booking Holdings Inc. | Reduce -12.1% | 0.75% | −0.24 |
| HSY The Hershey Co. | Reduce -58.0% | 0.12% | −0.21 |
| HUM Humana Inc. | Reduce -72.4% | 0.04% | −0.19 |
| PANW Palo Alto Networks Inc. | Reduce -30.0% | 0.22% | −0.17 |
| BCC Boise Cascade Co. | Reduce -44.8% | 0.20% | −0.16 |
| PAYX Paychex Inc. | Reduce -38.3% | 0.17% | −0.15 |
| HPQ HP Inc. | Reduce -60.3% | 0.06% | −0.12 |
| IMVT Immunovant Inc. | Reduce -59.4% | 0.04% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -28.4% | 0.19% | −0.12 |
| KRTX Karuna Therapeutics Inc. | Sold out | 0.00% | −0.12 |
| RHI Robert Half Inc. | Reduce -29.4% | 0.13% | −0.11 |
| NUE Nucor Corp. | Reduce -14.8% | 0.50% | −0.11 |
| PEP Pepsico Inc. | Reduce -21.3% | 0.23% | −0.11 |
| GDDY GoDaddy Inc. Class A | Reduce -84.0% | 0.02% | −0.11 |
| CPNG Coupang Inc. | Reduce -94.1% | 0.01% | −0.10 |
| WMT Walmart Inc. | Reduce -19.0% | 0.35% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -21.8% | 0.17% | −0.09 |
| CCJ Cameco Corp. | Reduce -67.4% | 0.03% | −0.09 |
| M D C HLDGS INC | Reduce -63.2% | 0.05% | −0.09 |
| EXPD Expeditors Intl Wash Inc. | Reduce -39.5% | 0.08% | −0.09 |
| SPG Simon Property Group Inc. | Reduce -13.8% | 0.33% | −0.08 |
| A Agilent Technologies Inc. | Reduce -62.7% | 0.04% | −0.08 |
| ANSS Ansys Inc. | Reduce -57.9% | 0.04% | −0.08 |
| ELV Elevance Health Inc. | Reduce -8.7% | 0.43% | −0.08 |
| ITCI Intra-Cellular Therapies Inc. | Reduce -55.2% | 0.04% | −0.08 |
| MRSH Marsh & McLennan Cos | Reduce -38.8% | 0.10% | −0.08 |
| C Citigroup Inc. | Reduce -41.3% | 0.12% | −0.07 |
| CDNS Cadence Design SYS Inc. | Reduce -10.7% | 0.45% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -28.5% | 0.17% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -39.7% | 0.13% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.4% | 0.33% | −0.07 |
| EA Electronic Arts Inc. | Reduce -12.6% | 0.17% | −0.07 |
| STLD Steel Dynamics Inc. | Reduce -25.5% | 0.25% | −0.07 |
| MTH Meritage Homes Corp. | Reduce -78.7% | 0.01% | −0.06 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.06 |
| EXAS Exact Sciences Corp. | Reduce -14.3% | 0.12% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -16.8% | 0.14% | −0.06 |
| NVR NVR Inc. | Reduce -16.8% | 0.26% | −0.06 |
| MKL Markel Group Inc. | Reduce -31.9% | 0.10% | −0.06 |
| PFE Pfizer Inc. | Reduce -7.5% | 0.18% | −0.06 |
| VLTO Veralto Corp. | Reduce -71.3% | 0.02% | −0.06 |
| KO The Coca-Cola Co. | Reduce -7.7% | 0.24% | −0.06 |
| DBX Dropbox Inc. Class A | Reduce -24.7% | 0.06% | −0.06 |
| NXT Nextpower Inc. | Reduce -32.4% | 0.12% | −0.06 |
| INCY Incyte Corp. | Reduce -35.6% | 0.05% | −0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +17.3% | 5.84% | +2.60 |
| AMD Advanced Micro Devices | Add +119.7% | 1.46% | +0.82 |
| AMZN Amazon.com Inc. | Add +18.6% | 4.33% | +0.69 |
| GOOG Alphabet Inc. Class C | Add +37.3% | 2.27% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +23.9% | 3.72% | +0.43 |
| MRK Merck & Co. Inc. | Add +24.9% | 1.64% | +0.36 |
| GE General Electric | New | 0.31% | +0.31 |
| DECK Deckers Outdoor Corp. | Add +54.2% | 0.61% | +0.28 |
| CRM Salesforce Inc. | Add +56.6% | 0.79% | +0.27 |
| ABBV Abbvie Inc. | Add +21.5% | 1.36% | +0.23 |
| LRCX Lam Research Corp. | Add +46.4% | 0.59% | +0.20 |
| CAH Cardinal Health Inc. | Add +58.9% | 0.55% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +48.7% | 0.54% | +0.17 |
| QCOM Qualcomm Inc. | Add +57.6% | 0.42% | +0.15 |
| CAT Caterpillar Inc. | Add +63.0% | 0.35% | +0.15 |
| TYL Tyler Technologies Inc. | Add +670.1% | 0.17% | +0.14 |
| ORLY O'reilly Automotive Inc. | Add +69.7% | 0.34% | +0.14 |
| HLT Hilton Worldwide Holdings Inc. | Add +243.6% | 0.19% | +0.13 |
| TMO Thermo Fisher Scientific Inc. | Add +43.6% | 0.54% | +0.13 |
| AVGO Broadcom Inc. | Add +14.3% | 1.02% | +0.13 |
| LII Lennox International Inc. | Add +915.4% | 0.14% | +0.13 |
| CNM Core & Main Inc. Class A | Add +85.9% | 0.22% | +0.12 |
| LOW Lowe's Cos Inc. | Add +89.4% | 0.27% | +0.12 |
| MEDP Medpace Holdings Inc. | Add +150.4% | 0.18% | +0.11 |
| COR Cencora Inc. | Add +281.3% | 0.15% | +0.11 |
| ADP Automatic Data Processing | Add +116.2% | 0.22% | +0.11 |
| CAR Avis Budget Group Inc. | New | 0.11% | +0.11 |
| MAS Masco Corp. | Add +632.8% | 0.12% | +0.10 |
| WSM Williams-Sonoma Inc. | Add +5.3% | 0.34% | +0.10 |
| NTAP Netapp Inc. | Add +52.8% | 0.27% | +0.10 |
| COST Costco Wholesale Corp. | Add +359.4% | 0.12% | +0.10 |
| DHR Danaher Corp. | Add +38.3% | 0.46% | +0.10 |
| NOW ServiceNow Inc. | Add +22.9% | 0.89% | +0.09 |
| DE Deere & Co. | Add +99.6% | 0.22% | +0.09 |
| DG Dollar General Corp. | Add +279.6% | 0.13% | +0.09 |
| BDX Becton Dickinson and Co. | Add +147.9% | 0.17% | +0.09 |
| MOH Molina Healthcare Inc. | Add +47.9% | 0.30% | +0.09 |
| MA Mastercard Inc. Class A | Add +11.8% | 1.38% | +0.09 |
| DOCU Docusign Inc. | Add +757.7% | 0.10% | +0.09 |
| CTSH Cognizant Tech Solutions-A | Add +247.3% | 0.13% | +0.08 |
| APD Air Products & Chemicals Inc. | Add +199.8% | 0.15% | +0.08 |
| FCN Fti Consulting Inc. | New | 0.08% | +0.08 |
| DLTR Dollar Tree Inc. | Add +311.3% | 0.12% | +0.08 |
| HES Hess Corp. | Add +280.1% | 0.11% | +0.08 |
| GWW WW Grainger Inc. | Add +12.9% | 0.53% | +0.08 |
| ITW Illinois Tool Works | Add +89.1% | 0.20% | +0.08 |
| MSI Motorola Solutions Inc. | Add +24.9% | 0.47% | +0.08 |
| JKHY Jack Henry & Associates Inc. | Add +629.7% | 0.09% | +0.08 |
| APH Amphenol Corp. Class A | Add +99.2% | 0.15% | +0.07 |
| TEVA Teva Pharmaceutical-SP ADR | Add +469.7% | 0.09% | +0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $2.7B | NVDA, MSFT, AMZN, GOOGL, AAPL |
| Q1 2026 | 163 | $4.3B | MSFT, NVDA, AMZN, AAPL, GOOGL |
| Q4 2025 | 710 | $24.9B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q3 2025 | 789 | $24.9B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 842 | $23.0B | MSFT, NVDA, AMZN, AAPL, META |
| Q1 2025 | 835 | $20.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q4 2024 | 840 | $22.1B | NVDA, AAPL, MSFT, AMZN, META |
| Q3 2024 | 826 | $21.7B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2024 | 770 | $20.8B | MSFT, NVDA, AAPL, AMZN, GOOGL |
| Q1 2024 | 784 | $20.4B | MSFT, NVDA, AAPL, AMZN, GOOGL |