E. Ohman J:or Asset Management AB holds a focused book of 465 reported positions worth $4.3B as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Denali Therapeutics Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book.
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
+2 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as E. Ohman J:or Asset Management AB
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $643.7M |
| Uhlmann Price Securities, LLC | 41 / 80 | $2.5B |
| Howard Hughes Medical Institute | 23 / 80 | $407.4M |
| Draper Asset Management, LLC | 10 / 80 | $171.3M |
| Oriental Harbor Investment Master Fund | 11 / 80 | $1.4B |
| Ketron Financial | 19 / 80 | $276.6M |
| Bender Robert & Associates | 24 / 80 | $412.9M |
| Hoey Investments, Inc | 56 / 80 | $663.6M |
Ranked by the share of each fund's own book sitting in the names it shares with E. Ohman J:or Asset Management AB: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show E. Ohman J:or Asset Management AB's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 465 | $4.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 477 | $3.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 480 | $4.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 398 | $4.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 401 | $4.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 414 | $3.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 425 | $4.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 408 | $4.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 44d | 415 | $4.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 422 | $3.9B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 46d | 409 | $2.7B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Feb 6, 2024 | 129d | 416 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Apr 5, 2024 | 280d | 423 | $2.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 5, 2024 | 371d | 424 | $2.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Apr 5, 2024 | 461d | 421 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Apr 5, 2024 | 553d | 425 | $2.2B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Apr 5, 2024 | 645d | 420 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 5, 2024 | 736d | 426 | $3.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Apr 5, 2024 | 826d | 432 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Apr 5, 2024 | 918d | 461 | $3.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Apr 5, 2024 | 1010d | 462 | $3.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 5, 2024 | 1101d | 448 | $2.8B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Apr 5, 2024 | 1191d | 427 | $2.5B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Apr 5, 2024 | 1283d | 429 | $2.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.