E. Ohman J:or Asset Management AB

CIK

2009396

Location

STOCKHOLM, V7

Portfolio Value

Mid $4,240,807,188

Diversification

Diversified

Filing Date

Global Rank

#833 / 8,700 ▲ 125

Top Industry

Semiconductors 18.4%

Period ended 2 months ago

Filed Jul 10, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

460 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.2%

+0.0 pts

Top 5

31.3%

−1.5 pts

Top 10

44.1%

−0.2 pts

HHI

273

Diversified−14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.4%	$1,881,414,840	95
Financial Services	13.3%	$565,946,268	77
Healthcare	10.2%	$430,884,599	69
Communication Services	8.7%	$369,257,610	21
Consumer Cyclical	8.1%	$344,753,292	52
Industrials	7.3%	$311,377,580	65
Consumer Defensive	4.4%	$186,009,363	26
Real Estate	2.0%	$83,674,966	29
Utilities	0.9%	$38,942,849	7
Basic Materials	0.7%	$27,624,613	18
Unclassified	0.0%	$921,208	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RDNT	RadNet, Inc.	+416,563	452,966	$27,934,413
ACI	Albertsons Companies, Inc.	+285,280	2,321,294	$31,407,107
COF	Capital One Financial Corp	+175,681	197,779	$39,678,422
NOW	ServiceNow, Inc.	+163,729	427,836	$42,475,558
DOV	DOVER Corp	+142,465	146,949	$32,957,721
OKTA	Okta, Inc.	+140,300	146,156	$19,942,986
SYK	Stryker Corp	+119,605	131,471	$41,392,329
IBN	Icici Bank Ltd	+87,595	1,343,744	$39,008,888
OCUL	Ocular Therapeutix, Inc	+85,000	385,000	$3,780,700
CL	Colgate Palmolive Co	+72,576	564,311	$51,736,032
WMT	Walmart Inc.	+55,300	170,280	$19,285,912
V	Visa Inc.	+49,554	292,835	$100,468,760
VERA	Vera Therapeutics, Inc.	+42,787	85,777	$3,680,691
JPM	Jpmorgan Chase & Co	+41,537	316,051	$103,452,973
KLAC	Kla Corp	+41,024	45,860	$13,836,420
WIT	Wipro Ltd	+40,000	219,000	$492,750
LLY	ELI LILLY & Co	+37,773	65,270	$78,286,802
FUTU	Futu Holdings Ltd	+36,000	39,400	$3,693,356
UBER	Uber Technologies, Inc	+32,970	383,520	$27,674,803
AKAM	Akamai Technologies Inc	+30,612	168,612	$19,931,624
BKNG	Booking Holdings Inc.	+26,606	28,064	$5,002,127
PSMT	Pricesmart Inc	+24,939	156,929	$30,654,510
LITE	Lumentum Holdings Inc.	+22,661	25,061	$21,503,841
HDB	Hdfc Bank Ltd	+22,300	254,600	$6,576,318
DIS	Walt Disney Co	+19,000	78,843	$7,588,638
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−1,403,353	311,315	$6,444,220
BSX	Boston Scientific Corp	−541,890	51,275	$2,188,417
GILD	Gilead Sciences, Inc.	−337,210	44,792	$5,659,021
CTSH	Cognizant Technology Solutions Corp	−324,200	11,961	$463,249
CNM	Core & Main, Inc.	−259,424	51,106	$2,465,864
CBOE	Cboe Global Markets, Inc.	−185,364	3,513	$852,499
GOOGL	Alphabet Inc.	−166,685	736,288	$263,127,242
MCHP	Microchip Technology Inc	−98,249	332,367	$30,311,870
INTU	Intuit Inc.	−93,200	9,478	$2,473,758
PANW	Palo Alto Networks Inc	−81,951	156,265	$53,289,490
ROL	Rollins Inc	−72,894	550,668	$22,984,882
INTC	Intel Corp	−45,241	155,005	$21,643,348
AMZN	Amazon Com Inc	−35,571	816,066	$194,501,170
FTNT	Fortinet, Inc.	−29,440	255,619	$39,268,190
NVDA	Nvidia Corp	−29,099	1,739,110	$347,978,519
WBD	Warner Bros. Discovery, Inc.	−27,000	77,140	$2,056,552
NTRA	Natera, Inc.	−24,163	3,232	$877,326
META	Meta Platforms, Inc.	−17,658	97,421	$54,876,275
CVS	CVS HEALTH Corp	−13,150	30,455	$3,150,569
TJX	Tjx Companies Inc /De/	−13,050	30,680	$4,648,020
IBM	International Business Machines Corp	−12,833	220,477	$62,000,337
PGR	Progressive Corp/Oh/	−12,612	180,983	$39,535,736
FCNCA	First Citizens Bancshares Inc /De/	−12,398	540	$1,123,626
AVGO	Broadcom Inc.	−11,093	502,788	$189,928,167
WFC	Wells Fargo & Company/Mn	−9,250	75,344	$6,226,428
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
DNLI	Denali Therapeutics Inc.	160,000	$4,115,200
SSB	SouthState Bank Corp	31,618	$3,158,638
AHR	American Healthcare REIT, Inc.	55,726	$2,906,110
XPO	XPO, Inc.	5,700	$1,170,153
MTZ	Mastec Inc	2,340	$973,580
TWST	Twist Bioscience Corp	8,287	$852,566
FDXF	FedEx Freight Holding Company, Inc.	3,827	$577,877
MDLN	Medline Inc.	12,890	$508,381
YMM	Full Truck Alliance Co. Ltd.	43,000	$349,160
CRCL	Circle Internet Group, Inc.	5,040	$315,655
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
QLYS	Qualys, Inc.	11,680	$1,026,088
FWONA	Liberty Media Corp	8,900	$756,678
SPSC	Sps Commerce Inc	12,810	$713,132
DD	DuPont de Nemours, Inc.	14,695	$673,030
HUBS	Hubspot Inc	2,160	$527,256
IT	Gartner Inc	3,170	$501,937
JKHY	Jack Henry & Associates Inc	3,120	$493,084
GDDY	GoDaddy Inc.	5,050	$417,483
ZBRA	Zebra Technologies Corp	1,950	$407,706
BLDR	Builders FirstSource, Inc.	4,700	$386,951
ACM	Aecom	4,500	$381,690
DOC	Healthpeak Properties, Inc.	22,445	$368,771
UDR	UDR, Inc.	10,849	$366,479
HRL	Hormel Foods Corp /De/	15,900	$360,135
PINS	Pinterest, Inc.	19,067	$349,688
VRNS	Varonis Systems Inc	15,700	$337,079
SOLV	Solventum Corp	5,000	$326,500
EQH	Equitable Holdings, Inc.	7,700	$285,747
TTD	Trade Desk, Inc.	11,739	$266,357
ZG	Zillow Group, Inc.	5,727	$236,983
SNAP	Snap Inc	24,429	$112,373
OKLO	Oklo Inc.	2,000	$99,180
—		22,152	$0
—		10,200	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

460 tracked positions · $4,240,807,188 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 460 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	1,739,110	-29,099	$347,978,519	+12.8%	8.21%
MSFT	Microsoft Corp Technology	Added	736,068	+1,759	$274,568,085	+1.0%	6.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	736,288	-166,685	$263,127,242	+1.4%	6.20%
AAPL	Apple Inc. Technology	Added	850,401	+189	$246,072,033	+14.0%	5.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	816,066	-35,571	$194,501,170	+9.7%	4.59%
AVGO	Broadcom Inc. Technology	Reduced	502,788	-11,093	$189,928,167	+19.4%	4.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	316,051	+41,537	$103,452,973	+28.1%	2.44%
V	Visa Inc. Financial Services	Added	292,835	+49,554	$100,468,760	+36.6%	2.37%
LLY	ELI LILLY & Co Healthcare	Added	65,270	+37,773	$78,286,802	+209.5%	1.85%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	151,891	+18,875	$72,538,584	+61.4%	1.71%
IBM	International Business Machines Corp Technology	Reduced	220,477	-12,833	$62,000,337	+9.6%	1.46%
META	Meta Platforms, Inc. Communication Services	Reduced	97,421	-17,658	$54,876,275	−16.7%	1.29%
PANW	Palo Alto Networks Inc Technology	Reduced	156,265	-81,951	$53,289,490	+39.5%	1.26%
CL	Colgate Palmolive Co Consumer Defensive	Added	564,311	+72,576	$51,736,032	+23.4%	1.22%
GWW	W.W. Grainger, Inc. Industrials	Added	35,180	+399	$47,858,872	+26.1%	1.13%
MA	Mastercard Inc Financial Services	Reduced	91,500	-5,669	$46,994,400	−3.2%	1.11%
MU	Micron Technology Inc Technology	Added	39,824	+1,420	$45,968,444	+254.3%	1.08%
NOW	ServiceNow, Inc. Technology	Added	427,836	+163,729	$42,475,558	+53.8%	1.00%
PLD	Prologis, Inc. Real Estate	Reduced	305,836	-3,154	$41,431,602	+1.4%	0.98%
SYK	Stryker Corp Healthcare	Added	131,471	+119,605	$41,392,329	+961.6%	0.98%
BLK	BlackRock, Inc. Financial Services	Added	42,612	+6,361	$40,973,994	+17.5%	0.97%
COF	Capital One Financial Corp Financial Services	Added	197,779	+175,681	$39,678,422	+884.2%	0.94%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	180,983	-12,612	$39,535,736	+3.0%	0.93%
FTNT	Fortinet, Inc. Technology	Reduced	255,619	-29,440	$39,268,190	+68.6%	0.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	77,885	+814	$39,048,423	+3.1%	0.92%
IBN	Icici Bank Ltd Financial Services	Added	1,343,744	+87,595	$39,008,888	+19.9%	0.92%
FSLR	First Solar, Inc. Technology	Added	151,973	+14,797	$35,859,549	+32.5%	0.85%
AMD	Advanced Micro Devices Inc Technology	Reduced	57,524	-3,330	$33,416,266	+169.9%	0.79%
DOV	DOVER Corp Industrials	Added	146,949	+142,465	$32,957,721	+3426.1%	0.78%
MELI	Mercadolibre Inc Consumer Cyclical	Added	19,145	+1,549	$32,496,531	+6.8%	0.77%
ACI	Albertsons Companies, Inc. Consumer Defensive	Added	2,321,294	+285,280	$31,407,107	−9.5%	0.74%
PSMT	Pricesmart Inc Consumer Defensive	Added	156,929	+24,939	$30,654,510	+54.3%	0.72%
FIX	Comfort Systems USA Inc Industrials	Reduced	15,448	-2,371	$30,617,163	+24.6%	0.72%
MCHP	Microchip Technology Inc Technology	Reduced	332,367	-98,249	$30,311,870	+8.9%	0.71%
WTS	Watts Water Technologies Inc Industrials	Added	76,425	+11,876	$29,916,566	+59.7%	0.71%
CRM	Salesforce, Inc. Technology	Added	189,144	+14,538	$29,631,299	−9.1%	0.70%
GNRC	Generac Holdings Inc. Industrials	Reduced	100,936	-1,309	$29,555,070	+48.0%	0.70%
CEG	Constellation Energy Corp Utilities	Added	115,523	+1,496	$28,692,447	−9.9%	0.68%
RDNT	RadNet, Inc. Healthcare	Added	452,966	+416,563	$27,934,413	+1273.0%	0.66%
UBER	Uber Technologies, Inc Technology	Added	383,520	+32,970	$27,674,803	+9.8%	0.65%
VEEV	Veeva Systems Inc Healthcare	Added	153,855	+3,631	$27,304,646	+3.5%	0.64%
AMAT	Applied Materials Inc /De Technology	Added	36,471	+1,020	$26,368,533	+117.6%	0.62%
CYTK	Cytokinetics Inc Healthcare	Added	304,611	+3,849	$25,949,811	+30.9%	0.61%
ADSK	Autodesk, Inc. Technology	Held	128,018	0	$24,889,259	−18.8%	0.59%
LRCX	Lam Research Corp Technology	Added	57,351	+1,430	$24,851,908	+108.0%	0.59%
ROL	Rollins Inc Consumer Cyclical	Reduced	550,668	-72,894	$22,984,882	−31.0%	0.54%
INTC	Intel Corp Technology	Reduced	155,005	-45,241	$21,643,348	+144.9%	0.51%
LITE	Lumentum Holdings Inc. Technology	Added	25,061	+22,661	$21,503,841	+1175.0%	0.51%
OKTA	Okta, Inc. Technology	Added	146,156	+140,300	$19,942,986	+4226.7%	0.47%
AKAM	Akamai Technologies Inc Technology	Added	168,612	+30,612	$19,931,624	+25.8%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.