E. Ohman J:or Asset Management AB holds a focused book of 465 stocks worth $4.3B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Denali Therapeutics Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book.
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Use Arkolith to show E. Ohman J:or Asset Management AB's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia COM | $348.0M | 1.74M | 8.1% | ▼−1.6% Reduced · −29K sh | |
| 2 | Microsoft COM | $274.6M | 736.1K | 6.4% | ▲+0.2% Added · +2K sh | |
| 3 | Alphabet A CAP STK CL A | $263.1M | 736.3K | 6.1% | ▼−2.7% Reduced · −21K sh | |
| 4 | APPLE COM | $246.1M | 850.4K | 5.7% | ▲~0% Added · +189 sh | |
| 5 | Amazon COM | $194.5M | 816.1K | 4.5% | ▼−4.2% Reduced · −36K sh | |
| 6 | Broadcom COM | $189.9M | 502.8K | 4.4% | ▼−2.1% Reduced · −11K sh | |
| 7 | JP Morgan Chase COM | $103.5M | 316.1K | 2.4% | ▲+15% Added · +42K sh | |
| 8 | Visa A COM CL A | $100.5M | 292.8K | 2.3% | ▲+20% Added · +50K sh | |
| 9 | Eli Lilly COM | $78.3M | 65.3K | 1.8% | ▲+137% Added · +38K sh | |
| 10 | Taiwan Semicond ADR SPONSORED ADS | $72.5M | 151.9K | 1.7% | ▲+14% Added · +19K sh | |
| 11 | IBM COM | $62.0M | 220.5K | 1.4% | ▼−5.5% Reduced · −13K sh | |
| 12 | Meta Platforms CL A | $54.9M | 97.4K | 1.3% | ▼−15% Reduced · −18K sh | |
| 13 | Palo Alto Networks COM | $53.3M | 156.3K | 1.2% | ▼−34% Reduced · −82K sh | |
| 14 | Colgate Palmolive COM | $51.7M | 564.3K | 1.2% | ▲+15% Added · +73K sh | |
| 15 | Alphabet C CAP STK CL C | $51.2M | 144.9K | 1.2% | ▼−0.7% Reduced · −1K sh | |
| 16 | WW Grainger COM | $47.9M | 35.2K | 1.1% | ▲+1.1% Added · +399 sh | |
| 17 | Mastercard CL A | $47.0M | 91.5K | 1.1% | ▼−5.8% Reduced · −6K sh | |
| 18 | Micron Tech COM | $46.0M | 39.8K | 1.1% | ▲+3.7% Added · +1K sh | |
| 19 | Servicenow COM | $42.5M | 427.8K | 1.0% | ▲+62% Added · +164K sh | |
| 20 | Prologis COM | $41.4M | 305.8K | 1.0% | ▼−1.0% Reduced · −3K sh | |
| 21 | Stryker COM | $41.4M | 131.5K | 1.0% | ▲11× Added · +120K sh | |
| 22 | BlackRock COM | $41.0M | 42.6K | 1.0% | ▲+18% Added · +6K sh | |
| 23 | Capital One Fin COM | $39.7M | 197.8K | 0.9% | ▲+795% Added · +176K sh | |
| 24 | Progressive COM | $39.5M | 181.0K | 0.9% | ▼−6.5% Reduced · −13K sh | |
| 25 | Fortinet COM | $39.3M | 255.6K | 0.9% | ▼−10% Reduced · −29K sh | |
| 26 | Thermo Fischer Scien COM | $39.0M | 77.9K | 0.9% | ▲+1.1% Added · +814 sh | |
| 27 | Icici Bank Ltd ADR ADR | $39.0M | 1.34M | 0.9% | ▲+7.0% Added · +88K sh | |
| 28 | First Solar COM | $35.9M | 152.0K | 0.8% | ▲+11% Added · +15K sh | |
| 29 | Adv Micro Dev COM | $33.4M | 57.5K | 0.8% | ▼−5.5% Reduced · −3K sh | |
| 30 | Dover Corp COM | $33.0M | 146.9K | 0.8% | ▲33× Added · +142K sh | |
| 31 | Mercadolibre INC | $32.5M | 19.1K | 0.8% | ▲+8.8% Added · +2K sh | |
| 32 | Albertsons Companies COMMON STOCK | $31.4M | 2.32M | 0.7% | ▲+14% Added · +285K sh | |
| 33 | Pricesmart COM | $30.7M | 156.9K | 0.7% | ▲+19% Added · +25K sh | |
| 34 | Comfort Systems USA COM | $30.6M | 15.4K | 0.7% | ▼−13% Reduced · −2K sh | |
| 35 | Microchip Technology COM | $30.3M | 332.4K | 0.7% | ▼−23% Reduced · −98K sh | |
| 36 | Watts Water Techn CL A | $29.9M | 76.4K | 0.7% | ▲+18% Added · +12K sh | |
| 37 | Salesforce COM | $29.6M | 189.1K | 0.7% | ▲+8.3% Added · +15K sh | |
| 38 | Generac Holdings COM | $29.6M | 100.9K | 0.7% | ▼−1.3% Reduced · −1K sh | |
| 39 | Constellation Energy COM | $28.7M | 115.5K | 0.7% | ▲+1.3% Added · +1K sh | |
| 40 | Radnet COM | $27.9M | 453.0K | 0.6% | ▲12× Added · +417K sh | |
| 41 | Uber Technologies COM | $27.7M | 383.5K | 0.6% | ▲+9.4% Added · +33K sh | |
| 42 | Veeva Systems CL A COM | $27.3M | 153.9K | 0.6% | ▲+2.4% Added · +4K sh | |
| 43 | Applied Materials COM | $26.4M | 36.5K | 0.6% | ▲+2.9% Added · +1K sh | |
| 44 | Cytokinetics COM NEW | $25.9M | 304.6K | 0.6% | ▲+1.3% Added · +4K sh | |
| 45 | Autodesk COM | $24.9M | 128.0K | 0.6% | —Held | |
| 46 | Lam Research COM NEW | $24.9M | 57.4K | 0.6% | ▲+2.5% Added · +1K sh | |
| 47 | Rollins COM | $23.0M | 550.7K | 0.5% | ▼−12% Reduced · −73K sh | |
| 48 | INTEL COM | $21.6M | 155.0K | 0.5% | ▼−23% Reduced · −45K sh | |
| 49 | Lumentum Holdings COM | $21.5M | 25.1K | 0.5% | ▲10× Added · +23K sh | |
| 50 | OKTA CL A | $19.9M | 146.2K | 0.5% | ▲25× Added · +140K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 465 | $4.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 477 | $3.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 480 | $4.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 398 | $4.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 401 | $4.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 414 | $3.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 425 | $4.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 408 | $4.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 415 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 422 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 409 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Feb 6, 2024 | 416 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Apr 5, 2024 | 423 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 5, 2024 | 424 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Apr 5, 2024 | 421 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Apr 5, 2024 | 425 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Apr 5, 2024 | 420 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 5, 2024 | 426 | $3.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Apr 5, 2024 | 432 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Apr 5, 2024 | 461 | $3.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Apr 5, 2024 | 462 | $3.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 5, 2024 | 448 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Apr 5, 2024 | 427 | $2.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Apr 5, 2024 | 429 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.