Skandinaviska Enskilda Banken AB (publ)
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Skandinaviska Enskilda Banken AB (publ) reported 770 stock positions worth $20.8 billion. Its top holding was Microsoft (MSFT) at 8.2% of the portfolio, followed by Nvidia (NVDA, 6.9%) and Apple (AAPL, 5.2%). Compared with Q1 2024, it opened 47 new positions, sold out of 64, added to 349 and reduced 210. The biggest buy was Microsoft (MSFT, shares +25%) and the biggest sale Alphabet Class A (GOOGL, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001534653
- Portfolio Value
- $20.8B (Q2 2024)
- SEC Filing
- 0001534653-24-000005 ↗ filed Aug 13, 2024
Holdings Value
Holdings 770 stocks · $20.8B
| MSFT Microsoft Corp. | 8.22% | 3,831,437 | $1.7B | Add +24.6% |
| NVDA Nvidia Corp. | 6.87% | 11,585,620 | $1.4B | Reduce -12.3% |
| AAPL Apple Inc. | 5.20% | 5,143,974 | $1.1B | Reduce -4.3% |
| AMZN Amazon.com Inc. | 4.63% | 4,995,020 | $965.3M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 2.79% | 3,195,085 | $582.0M | Reduce -36.6% |
| META Meta Platforms Inc. Class A | 2.66% | 1,098,936 | $554.1M | Reduce -13.8% |
| V Visa Inc. Class A | 1.77% | 1,403,208 | $368.1M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 1.62% | 1,836,339 | $336.8M | Reduce -39.7% |
| LLY Eli Lilly & Co. | 1.45% | 334,282 | $302.7M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 1.44% | 2,429,584 | $300.8M | Reduce -4.6% |
| ADBE Adobe Inc. | 1.37% | 515,296 | $286.2M | Reduce -1.3% |
| AVGO Broadcom Inc. | 1.31% | 169,357 | $271.9M | Add +7.9% |
| AMD Advanced Micro Devices | 1.31% | 1,676,180 | $271.9M | Add +1.3% |
| ABBV Abbvie Inc. | 1.25% | 1,521,945 | $261.0M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.19% | 1,224,911 | $247.7M | Add +44.2% |
| AMAT Applied Materials Inc. | 1.13% | 997,374 | $235.2M | Reduce -10.2% |
| MA Mastercard Inc. Class A | 1.07% | 507,795 | $223.5M | Reduce -13.5% |
| UNH Unitedhealth Group Inc. | 1.05% | 429,848 | $218.9M | Reduce -19.0% |
| QCOM Qualcomm Inc. | 0.94% | 988,683 | $196.8M | Add +94.3% |
| NOW ServiceNow Inc. | 0.92% | 243,437 | $191.5M | Add +2.5% |
| CL Colgate-Palmolive Co. | 0.88% | 1,888,244 | $183.2M | Reduce -1.6% |
| MCK McKesson Corp. | 0.85% | 304,833 | $178.0M | Add +61.9% |
| INTU Intuit Inc. | 0.85% | 268,856 | $176.6M | Add +21.2% |
| HST Host Hotels & Resorts Inc. | 0.69% | 7,962,687 | $143.2M | Add +20.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.67% | 154,324 | $139.2M | Add +43.9% |
| MSI Motorola Solutions Inc. | 0.66% | 358,011 | $138.2M | Add +32.9% |
| TSLA Tesla Inc. | 0.65% | 687,602 | $136.1M | Add +1.5% |
| PGR Progressive Corp. | 0.65% | 651,707 | $135.4M | Add +457.2% |
| LRCX Lam Research Corp. | 0.62% | 121,535 | $129.3M | Reduce -1.2% |
| DECK Deckers Outdoor Corp. | 0.61% | 132,315 | $128.1M | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.60% | 852,641 | $124.6M | Add +3.9% |
| OC Owens Corning | 0.60% | 716,704 | $124.5M | Add +6.4% |
| CI The Cigna Group | 0.58% | 363,537 | $120.2M | Add +526.3% |
| DHR Danaher Corp. | 0.57% | 474,808 | $118.6M | Add +26.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.49% | 218,833 | $102.5M | Reduce -17.4% |
| KLAC KLA Corp. | 0.48% | 121,976 | $100.5M | Reduce -25.7% |
| CRM Salesforce Inc. | 0.47% | 384,509 | $98.9M | Reduce -28.3% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 176,659 | $97.7M | Reduce -6.2% |
| MANH Manhattan Associates Inc. | 0.46% | 385,311 | $94.9M | Add +27.2% |
| CSCO Cisco Systems Inc. | 0.45% | 1,974,655 | $93.8M | Add +47.7% |
| CNC Centene Corp. | 0.45% | 1,400,276 | $92.8M | Add +42.3% |
| NTAP Netapp Inc. | 0.43% | 689,042 | $88.7M | Add +29.4% |
| WMT Walmart Inc. | 0.41% | 1,264,104 | $85.5M | Add +7.9% |
| NUE Nucor Corp. | 0.41% | 534,393 | $84.5M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.40% | 507,037 | $83.6M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.40% | 186,001 | $82.8M | Reduce -1.0% |
| CAH Cardinal Health Inc. | 0.39% | 831,585 | $81.8M | Reduce -16.7% |
| CDNS Cadence Design SYS Inc. | 0.39% | 261,126 | $80.3M | Reduce -12.2% |
| SPGI S&P Global Inc. | 0.38% | 179,725 | $80.2M | Add +3.8% |
| CAT Caterpillar Inc. | 0.37% | 234,112 | $78.0M | Add +19.1% |
| REGN Regeneron Pharmaceuticals | 0.37% | 73,808 | $77.6M | Reduce -0.2% |
| STLD Steel Dynamics Inc. | 0.36% | 571,787 | $74.1M | Add +65.3% |
| AMGN Amgen Inc. | 0.35% | 236,455 | $73.9M | Add +1.1% |
| ORCL Oracle Corp. | 0.35% | 518,445 | $73.2M | Add +47.5% |
| BSX Boston Scientific Corp. | 0.34% | 931,678 | $71.7M | Reduce -16.6% |
| VZ Verizon Communications Inc. | 0.34% | 1,724,550 | $71.1M | Add +104.8% |
| KMB Kimberly-Clark Corp. | 0.34% | 508,332 | $70.3M | Reduce -11.9% |
| MFC Manulife Financial Corp. | 0.34% | 3,600,170 | $70.0M | Reduce -26.1% |
| HD Home Depot Inc. | 0.33% | 199,807 | $68.8M | Add +1.9% |
| SPG Simon Property Group Inc. | 0.31% | 423,221 | $64.2M | Reduce -2.4% |
| BKNG Booking Holdings Inc. | 0.31% | 16,162 | $63.9M | Reduce -61.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 153,962 | $62.6M | Reduce -40.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 621,771 | $61.7M | Add +69.9% |
| NFLX Netflix Inc. | 0.29% | 88,919 | $60.0M | Add +1.4% |
| MEDP Medpace Holdings Inc. | 0.28% | 139,849 | $57.6M | Add +56.2% |
| ELV Elevance Health Inc. | 0.27% | 104,898 | $56.8M | Reduce -38.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 1,427,016 | $56.7M | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 1,365,284 | $56.7M | Add +217.5% |
| ZTS Zoetis Inc. | 0.26% | 316,545 | $54.9M | Add +241.7% |
| WSM Williams-Sonoma Inc. | 0.26% | 380,383 | $53.7M | Add +73.4% |
| KO The Coca-Cola Co. | 0.25% | 822,104 | $52.3M | Add +1.0% |
| PCAR Paccar Inc. | 0.25% | 501,459 | $51.6M | Add +20.5% |
| HCA HCA Healthcare Inc. | 0.24% | 154,452 | $49.6M | Add +0.1% |
| MRSH Marsh & McLennan Cos | 0.24% | 232,655 | $49.0M | Add +139.2% |
| KBH KB Home | 0.23% | 695,966 | $48.8M | Add +10.8% |
| T AT&T Inc. | 0.23% | 2,488,655 | $47.6M | Add +4.3% |
| DOCU Docusign Inc. | 0.22% | 865,872 | $46.3M | Add +151.3% |
| ROP Roper Technologies Inc. | 0.22% | 81,240 | $45.8M | Add +284.3% |
| BCC Boise Cascade Co. | 0.22% | 383,000 | $45.7M | Add +46.0% |
| PEP Pepsico Inc. | 0.22% | 276,480 | $45.6M | Add +0.9% |
| TXN Texas Instruments Inc. | 0.22% | 234,232 | $45.5M | Add +4.3% |
| PAYX Paychex Inc. | 0.21% | 369,125 | $43.7M | Add +27.9% |
| NVR NVR Inc. | 0.21% | 5,757 | $43.7M | Reduce -12.3% |
| EW Edwards Lifesciences Corp. | 0.21% | 472,895 | $43.7M | Add +30.9% |
| WFC Wells Fargo & Co. | 0.20% | 716,357 | $42.5M | Reduce -0.4% |
| CMCSA Comcast Corp. Class A | 0.20% | 1,077,132 | $42.2M | Add +32.0% |
| HLT Hilton Worldwide Holdings Inc. | 0.20% | 193,039 | $42.1M | Add +5.5% |
| XYL Xylem Inc. | 0.20% | 305,342 | $41.4M | Reduce -0.0% |
| TYL Tyler Technologies Inc. | 0.20% | 81,085 | $40.8M | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.19% | 585,584 | $40.2M | Reduce -46.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 669,889 | $40.1M | Add +5.3% |
| PTC PTC Inc. | 0.19% | 220,310 | $40.0M | Reduce -8.9% |
| CARR Carrier Global Corp. | 0.19% | 619,433 | $39.1M | Add +0.3% |
| SYK Stryker Corp. | 0.18% | 112,641 | $38.3M | Reduce -0.6% |
| AXP American Express Co. | 0.18% | 164,745 | $38.1M | Add +37.5% |
| EA Electronic Arts Inc. | 0.18% | 269,050 | $37.5M | Add +3.7% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.18% | 798,141 | $37.4M | Add +82.0% |
| MCD McDonald's Corp. | 0.18% | 145,794 | $37.1M | Reduce -16.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 96,414 | $36.9M | Add +20.9% |
| ABT Abbott Laboratories | 0.18% | 351,018 | $36.5M | Add +1.6% |
Portfolio Sells Q1 2024 → Q2 2024
| GOOGL Alphabet Inc. Class A | Reduce -36.6% | 2.79% | −0.92 |
| GOOG Alphabet Inc. Class C | Reduce -39.7% | 1.62% | −0.65 |
| BKNG Booking Holdings Inc. | Reduce -61.9% | 0.31% | −0.45 |
| META Meta Platforms Inc. Class A | Reduce -13.8% | 2.66% | −0.37 |
| CRM Salesforce Inc. | Reduce -28.3% | 0.47% | −0.31 |
| MA Mastercard Inc. Class A | Reduce -13.5% | 1.07% | −0.31 |
| GE General Electric | Sold out | 0.00% | −0.31 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -40.9% | 0.30% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -19.0% | 1.05% | −0.23 |
| MRVL Marvell Technology Inc. | Reduce -76.3% | 0.06% | −0.21 |
| DELL Dell Technologies -C | Reduce -86.5% | 0.04% | −0.20 |
| GILD Gilead Sciences Inc. | Reduce -46.7% | 0.19% | −0.20 |
| MRK Merck & Co. Inc. | Reduce -4.6% | 1.44% | −0.20 |
| ORLY O'reilly Automotive Inc. | Reduce -50.6% | 0.15% | −0.19 |
| ATKR Atkore Inc. | Reduce -38.2% | 0.13% | −0.17 |
| ELV Elevance Health Inc. | Reduce -38.6% | 0.27% | −0.16 |
| CAH Cardinal Health Inc. | Reduce -16.7% | 0.39% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -42.8% | 0.13% | −0.14 |
| LNG Cheniere Energy Inc. | Reduce -98.0% | 0.00% | −0.13 |
| ADP Automatic Data Processing | Reduce -54.1% | 0.10% | −0.13 |
| DE Deere & Co. | Reduce -51.0% | 0.10% | −0.13 |
| MOH Molina Healthcare Inc. | Reduce -17.4% | 0.17% | −0.12 |
| CF CF Industries Holdings Inc. | Reduce -48.5% | 0.10% | −0.12 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -87.7% | 0.01% | −0.12 |
| DGX Quest Diagnostics Inc. | Reduce -88.5% | 0.02% | −0.12 |
| HES Hess Corp. | Sold out | 0.00% | −0.11 |
| CHD Church & Dwight Co. Inc. | Reduce -80.4% | 0.03% | −0.11 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.25% | −0.11 |
| MFC Manulife Financial Corp. | Reduce -26.1% | 0.34% | −0.10 |
| BDX Becton Dickinson and Co. | Reduce -57.5% | 0.07% | −0.10 |
| DG Dollar General Corp. | Reduce -74.3% | 0.03% | −0.10 |
| CTSH Cognizant Tech Solutions-A | Reduce -72.6% | 0.03% | −0.10 |
| APD Air Products & Chemicals Inc. | Reduce -64.3% | 0.06% | −0.10 |
| DLTR Dollar Tree Inc. | Reduce -76.2% | 0.02% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -66.2% | 0.05% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -64.7% | 0.06% | −0.09 |
| RHI Robert Half Inc. | Reduce -58.1% | 0.04% | −0.09 |
| HSY The Hershey Co. | Reduce -71.0% | 0.03% | −0.09 |
| CNM Core & Main Inc. Class A | Reduce -25.7% | 0.14% | −0.08 |
| ITW Illinois Tool Works | Reduce -32.3% | 0.12% | −0.08 |
| EBAY eBay Inc. | Reduce -72.5% | 0.03% | −0.08 |
| KLAC KLA Corp. | Reduce -25.7% | 0.48% | −0.08 |
| CRL Charles River Laboratories | Reduce -34.0% | 0.07% | −0.07 |
| OTEX Open Text Corp. | Reduce -89.8% | 0.01% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -42.5% | 0.15% | −0.07 |
| CDNS Cadence Design SYS Inc. | Reduce -12.2% | 0.39% | −0.07 |
| FICO Fair Isaac Corp. | Reduce -70.5% | 0.04% | −0.07 |
| DXCM Dexcom Inc. | Reduce -13.6% | 0.15% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.2% | 0.47% | −0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| MSFT Microsoft Corp. | Add +24.6% | 8.22% | +1.90 |
| PGR Progressive Corp. | Add +457.2% | 0.65% | +0.53 |
| QCOM Qualcomm Inc. | Add +94.3% | 0.94% | +0.52 |
| CI The Cigna Group | Add +526.3% | 0.58% | +0.47 |
| MCK McKesson Corp. | Add +61.9% | 0.85% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +44.2% | 1.19% | +0.36 |
| AMZN Amazon.com Inc. | Add +1.7% | 4.63% | +0.30 |
| AVGO Broadcom Inc. | Add +7.9% | 1.31% | +0.29 |
| MSI Motorola Solutions Inc. | Add +32.9% | 0.66% | +0.20 |
| ZTS Zoetis Inc. | Add +241.7% | 0.26% | +0.19 |
| VZ Verizon Communications Inc. | Add +104.8% | 0.34% | +0.17 |
| ROP Roper Technologies Inc. | Add +284.3% | 0.22% | +0.16 |
| BMY Bristol-Myers Squibb Co. | Add +217.5% | 0.27% | +0.16 |
| NTAP Netapp Inc. | Add +29.4% | 0.43% | +0.15 |
| INTU Intuit Inc. | Add +21.2% | 0.85% | +0.14 |
| VEEV Veeva Systems Inc. Class A | Add +545.5% | 0.17% | +0.14 |
| MRSH Marsh & McLennan Cos | Add +139.2% | 0.24% | +0.14 |
| ORCL Oracle Corp. | Add +47.5% | 0.35% | +0.14 |
| GWW WW Grainger Inc. | Add +43.9% | 0.67% | +0.13 |
| CSCO Cisco Systems Inc. | Add +47.7% | 0.45% | +0.12 |
| DOCU Docusign Inc. | Add +151.3% | 0.22% | +0.12 |
| DHR Danaher Corp. | Add +26.1% | 0.57% | +0.11 |
| PCTY Paylocity Holding Corp. | Add +1662.3% | 0.12% | +0.11 |
| STLD Steel Dynamics Inc. | Add +65.3% | 0.36% | +0.10 |
| ZM Zoom Communications Inc. | Add +717.5% | 0.12% | +0.10 |
| MEDP Medpace Holdings Inc. | Add +56.2% | 0.28% | +0.10 |
| ECO Okeanis Eco Tankers Corp. | New | 0.09% | +0.09 |
| MANH Manhattan Associates Inc. | Add +27.2% | 0.46% | +0.09 |
| ACGL Arch Capital Group Ltd. | Add +214.0% | 0.12% | +0.08 |
| DIS The Walt Disney Co. | Add +69.9% | 0.30% | +0.08 |
| CTAS Cintas Corp. | Add +119.4% | 0.13% | +0.07 |
| TSLA Tesla Inc. | Add +1.5% | 0.65% | +0.07 |
| CNC Centene Corp. | Add +42.3% | 0.45% | +0.07 |
| UTHR United Therapeutics Corp. | Add +47.6% | 0.13% | +0.07 |
| WMT Walmart Inc. | Add +7.9% | 0.41% | +0.07 |
| HOLX Hologic Inc. | Add +109.7% | 0.13% | +0.06 |
| NXT Nextpower Inc. | Add +82.0% | 0.18% | +0.06 |
| BW LPG LTD | New | 0.06% | +0.06 |
| PEN Penumbra Inc. | New | 0.06% | +0.06 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +13.1% | 0.12% | +0.06 |
| ECL Ecolab Inc. | Add +79.9% | 0.12% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +106.8% | 0.09% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +20.9% | 0.18% | +0.05 |
| EIX Edison International | Add +206.5% | 0.08% | +0.05 |
| AXP American Express Co. | Add +37.5% | 0.18% | +0.05 |
| OC Owens Corning | Add +6.4% | 0.60% | +0.05 |
| WRK Westrock Co. | Add +165.1% | 0.07% | +0.05 |
| CSL Carlisle Cos Inc. | Add +70.6% | 0.10% | +0.04 |
| ITCI Intra-Cellular Therapies Inc. | Add +99.0% | 0.09% | +0.04 |
| USB US Bancorp | Add +84.1% | 0.11% | +0.04 |
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 |