E. Ohman J:or Asset Management AB
Net buyer this quarter
$4.3B
465
+$17M
43.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $348M | 8.09% | 0.01% | -1.7% | Q4 2006 |
 MSFT | $275M | 6.38% | 0.01% | +0.2% | Q4 2006 |
 GOOGL | $263M | 6.11% | 0.01% | -2.7% | Q4 2015 |
 AAPL | $246M | 5.72% | 0.01% | 0.0% | Q4 2006 |
 AMZN | $195M | 4.52% | 0.01% | -4.2% | Q4 2006 |
 AVGO | $190M | 4.41% | 0.01% | -2.2% | Q2 2018 |
 JPM | $103M | 2.40% | 0.01% | +15.1% | Q4 2006 |
 V | $100M | 2.33% | 0.02% | +20.4% | Q2 2008 |
 LLY | $78.3M | 1.82% | 0.01% | +137.4% | Q4 2006 |
 TSM | $72.5M | 1.69% | 0.00% | +14.2% | Q1 2024 |
 IBM | $62M | 1.44% | 0.02% | -5.5% | Q4 2006 |
 META | $54.9M | 1.28% | Not reported | -15.3% | Q2 2012 |
 PANW | $53.3M | 1.24% | 0.02% | -34.4% | Q4 2014 |
 CL | $51.7M | 1.20% | 0.07% | +14.8% | Q4 2007 |
| GOOG | $51.2M | 1.19% | Not reported | -0.7% | Q4 2015 |
 GWW | $47.9M | 1.11% | 0.07% | +1.2% | Q4 2006 |
 MA | $47M | 1.09% | 0.01% | -5.8% | Q2 2007 |
 MU | $46M | 1.07% | 0.00% | +3.7% | Q4 2006 |
 NOW | $42.5M | 0.99% | 0.04% | +62.0% | Q4 2013 |
 PLD | $41.4M | 0.96% | 0.03% | -1.0% | Q2 2011 |
 SYK | $41.4M | 0.96% | 0.03% | +1008.0% | Q4 2006 |
 BLK | $41M | 0.95% | 0.03% | +17.6% | Q2 2009 |
 COF | $39.7M | 0.92% | 0.03% | +795.0% | Q4 2006 |
 PGR | $39.5M | 0.92% | 0.03% | -6.5% | Q4 2006 |
 FTNT | $39.3M | 0.91% | 0.03% | -10.3% | Q4 2015 |
 TMO | $39M | 0.91% | 0.02% | +1.1% | Q4 2006 |
 IBN | $39M | 0.91% | Not reported | +7.0% | Q3 2012 |
 FSLR | $35.9M | 0.83% | 0.14% | +10.8% | Q4 2007 |
 AMD | $33.4M | 0.78% | 0.00% | -5.5% | Q1 2017 |
 DOV | $33M | 0.77% | 0.11% | +3177.2% | Q4 2006 |
 MELI | $32.5M | 0.76% | 0.04% | +8.8% | Q4 2016 |
 ACI | $31.4M | 0.73% | 0.47% | +14.0% | Q4 2023 |
 PSMT | $30.7M | 0.71% | 0.51% | +18.9% | Q2 2024 |
 FIX | $30.6M | 0.71% | 0.04% | -13.3% | Q1 2025 |
 MCHP | $30.3M | 0.70% | 0.06% | -22.8% | Q4 2006 |
 WTS | $29.9M | 0.70% | Not reported | +18.4% | Q4 2019 |
 CRM | $29.6M | 0.69% | 0.02% | +8.3% | Q4 2006 |
 GNRC | $29.6M | 0.69% | 0.17% | -1.3% | Q4 2020 |
 CEG | $28.7M | 0.67% | 0.03% | +1.3% | Q4 2006 |
 RDNT | $27.9M | 0.65% | 0.58% | +1144.3% | Q1 2020 |
 UBER | $27.7M | 0.64% | 0.02% | +9.4% | Q4 2020 |
 VEEV | $27.3M | 0.63% | 0.09% | +2.4% | Q2 2017 |
 AMAT | $26.4M | 0.61% | 0.00% | +2.9% | Q4 2006 |
 CYTK | $25.9M | 0.60% | 0.24% | +1.3% | Q1 2025 |
 ADSK | $24.9M | 0.58% | 0.06% | Not reported | Q4 2006 |
 LRCX | $24.9M | 0.58% | 0.00% | +2.6% | Q4 2006 |
 ROL | $23M | 0.53% | 0.11% | -11.7% | Q2 2017 |
 INTC | $21.6M | 0.50% | 0.00% | -22.6% | Q4 2006 |
 LITE | $21.5M | 0.50% | 0.03% | +944.2% | Q1 2026 |
 OKTA | $19.9M | 0.46% | Not reported | +2395.8% | Q2 2019 |
| Q1 2026 | |||||
| NVDA | $308M | 8.15% | 0.01% | -2.8% | Q4 2006 |
| MSFT | $272M | 7.18% | 0.01% | -4.8% | Q4 2006 |
| GOOGL | $218M | 5.75% | 0.01% | -17.1% | Q4 2015 |
| AAPL | $216M | 5.70% | 0.01% | -5.1% | Q4 2006 |
| AMZN | $177M | 4.69% | 0.01% | -13.7% | Q4 2006 |
| AVGO | $159M | 4.20% | 0.01% | +12.2% | Q2 2018 |
| JPM | $80.8M | 2.13% | 0.01% | -1.0% | Q4 2006 |
| V | $73.5M | 1.94% | 0.01% | -0.5% | Q2 2008 |
| META | $65.8M | 1.74% | Not reported | +0.4% | Q2 2012 |
| IBM | $56.6M | 1.49% | 0.02% | -29.5% | Q4 2006 |
 GILD | $53.2M | 1.41% | 0.03% | -3.6% | Q4 2006 |
 CBOE | $53.1M | 1.40% | 0.18% | +39.1% | Q2 2017 |
 T | $49.7M | 1.31% | 0.02% | -3.8% | Q4 2006 |
| MA | $48.6M | 1.28% | 0.01% | -3.7% | Q2 2007 |
| TSM | $45M | 1.19% | 0.00% | +115.0% | Q1 2024 |
 INTU | $44.4M | 1.17% | 0.04% | -23.7% | Q4 2006 |
| CL | $41.9M | 1.11% | 0.06% | +5.6% | Q4 2007 |
| GOOG | $41.9M | 1.11% | Not reported | -6.1% | Q4 2015 |
| PLD | $40.8M | 1.08% | 0.03% | -11.4% | Q2 2011 |
| PGR | $38.4M | 1.01% | 0.03% | -8.3% | Q4 2006 |
| PANW | $38.2M | 1.01% | 0.03% | -0.4% | Q4 2014 |
| GWW | $37.9M | 1.00% | 0.07% | +8.9% | Q4 2006 |
| TMO | $37.9M | 1.00% | 0.02% | -17.2% | Q4 2006 |
 BSX | $37.2M | 0.98% | 0.04% | +5.1% | Q4 2006 |
| BLK | $34.9M | 0.92% | 0.02% | -2.4% | Q2 2009 |
| ACI | $34.7M | 0.92% | 0.40% | +8.4% | Q4 2023 |
| ROL | $33.3M | 0.88% | 0.13% | +6.1% | Q2 2017 |
| CRM | $32.6M | 0.86% | 0.02% | -0.5% | Q4 2006 |
| IBN | $32.5M | 0.86% | Not reported | +8.7% | Q3 2012 |
| CEG | $31.8M | 0.84% | 0.03% | +21.6% | Q4 2006 |
| ADSK | $30.6M | 0.81% | 0.06% | +0.4% | Q4 2006 |
| MELI | $30.4M | 0.80% | 0.03% | +257.6% | Q4 2016 |
| MCHP | $27.8M | 0.74% | 0.08% | Not reported | Q4 2006 |
| NOW | $27.6M | 0.73% | 0.03% | -12.2% | Q4 2013 |
| FSLR | $27.1M | 0.72% | 0.13% | +1.6% | Q4 2007 |
| VEEV | $26.4M | 0.70% | 0.09% | -5.5% | Q2 2017 |
| LLY | $25.3M | 0.67% | 0.00% | +0.6% | Q4 2006 |
| UBER | $25.2M | 0.67% | 0.02% | +409.9% | Q4 2020 |
| FIX | $24.6M | 0.65% | 0.05% | -63.3% | Q1 2025 |
 FCNCA | $24.4M | 0.64% | Not reported | +0.1% | Q1 2024 |
| FTNT | $23.3M | 0.62% | 0.04% | -0.4% | Q4 2015 |
 CTSH | $20.6M | 0.54% | 0.07% | -3.3% | Q4 2006 |
| GNRC | $20M | 0.53% | 0.17% | Not reported | Q4 2020 |
| PSMT | $19.9M | 0.52% | 0.43% | +539.9% | Q2 2024 |
| CYTK | $19.8M | 0.52% | 0.24% | -17.1% | Q1 2025 |
| WTS | $18.7M | 0.50% | Not reported | +414.8% | Q4 2019 |
| BLD | $17.2M | 0.45% | 0.17% | -5.6% | Q3 2015 |
 AKAM | $15.8M | 0.42% | 0.09% | Not reported | Q4 2006 |
 CNM | $15.3M | 0.41% | Not reported | +561.3% | Q4 2022 |
 WMT | $14.3M | 0.38% | 0.00% | 0.0% | Q4 2006 |
| Q4 2025 | |||||
| MSFT | $373M | 8.68% | 0.01% | +0.7% | Q4 2006 |
| NVDA | $339M | 7.89% | 0.01% | -2.2% | Q4 2006 |
| GOOGL | $286M | 6.65% | 0.01% | -15.4% | Q4 2015 |
| AAPL | $243M | 5.67% | 0.01% | -13.0% | Q4 2006 |
| AMZN | $228M | 5.30% | 0.01% | -8.1% | Q4 2006 |
| AVGO | $158M | 3.69% | 0.01% | -4.6% | Q2 2018 |
| IBM | $98M | 2.28% | 0.04% | -1.9% | Q4 2006 |
| JPM | $89.3M | 2.08% | 0.01% | -13.2% | Q4 2006 |
| INTU | $89.2M | 2.08% | 0.05% | +1.3% | Q4 2006 |
| V | $85.7M | 2.00% | 0.01% | -4.8% | Q2 2008 |
| META | $75.7M | 1.76% | Not reported | +16.8% | Q2 2012 |
| MA | $57.6M | 1.34% | 0.01% | -6.3% | Q2 2007 |
| TMO | $53.9M | 1.26% | 0.02% | -10.8% | Q4 2006 |
| BSX | $53.8M | 1.25% | 0.04% | +42.0% | Q4 2006 |
| GOOG | $48.8M | 1.14% | Not reported | -12.6% | Q4 2015 |
| GILD | $48.6M | 1.13% | 0.03% | +22.0% | Q4 2006 |
| PGR | $48.1M | 1.12% | 0.04% | +0.4% | Q4 2006 |
| CRM | $46.5M | 1.08% | 0.02% | +4.6% | Q4 2006 |
| NOW | $46.1M | 1.07% | 0.03% | +12.9% | Q4 2013 |
| FIX | $45.3M | 1.05% | 0.14% | 0.0% | Q1 2025 |
| PLD | $44.5M | 1.04% | 0.04% | -1.4% | Q2 2011 |
| T | $44.3M | 1.03% | 0.03% | +3.1% | Q4 2006 |
| PANW | $44.1M | 1.03% | 0.03% | -4.9% | Q4 2014 |
| BLK | $39.8M | 0.93% | 0.02% | -2.5% | Q2 2009 |
| ADSK | $37.8M | 0.88% | 0.06% | +0.3% | Q4 2006 |
| CL | $36.8M | 0.86% | 0.06% | -1.3% | Q4 2007 |
| VEEV | $35.5M | 0.83% | 0.10% | +0.3% | Q2 2017 |
| ROL | $35.3M | 0.82% | 0.12% | Not reported | Q2 2017 |
| FSLR | $35.3M | 0.82% | 0.13% | -4.9% | Q4 2007 |
 ABNB | $35.1M | 0.82% | Not reported | +15.6% | Q4 2022 |
| IBN | $34.5M | 0.80% | Not reported | -2.0% | Q3 2012 |
| CBOE | $34.1M | 0.79% | 0.13% | Not reported | Q2 2017 |
| CEG | $33.1M | 0.77% | 0.03% | +12.9% | Q4 2006 |
| ACI | $32.2M | 0.75% | 0.34% | +10.4% | Q4 2023 |
| GWW | $32.2M | 0.75% | 0.07% | -0.8% | Q4 2006 |
| LLY | $29.4M | 0.68% | 0.00% | -34.3% | Q4 2006 |
| CTSH | $28.9M | 0.67% | 0.07% | +4.1% | Q4 2006 |
| FCNCA | $27.7M | 0.65% | Not reported | +1.8% | Q1 2024 |
| MCHP | $27.4M | 0.64% | 0.08% | +19.1% | Q4 2006 |
 DOCS | $24.7M | 0.57% | 0.30% | New | Q4 2025 |
| CYTK | $23.1M | 0.54% | 0.30% | -10.8% | Q1 2025 |
| FTNT | $22.7M | 0.53% | 0.04% | +8.8% | Q4 2015 |
| BLD | $21.6M | 0.50% | 0.18% | -12.8% | Q3 2015 |
 BRBR | $19M | 0.44% | 0.59% | +27.2% | Q3 2024 |
| TSM | $18.8M | 0.44% | 0.00% | Not reported | Q1 2024 |
 ABBV | $14.2M | 0.33% | 0.00% | Not reported | Q1 2013 |
 BAC | $13.6M | 0.32% | 0.00% | -18.6% | Q4 2006 |
 ISRG | $13.4M | 0.31% | 0.01% | -16.3% | Q4 2007 |
 HD | $13.3M | 0.31% | 0.00% | -7.5% | Q4 2006 |
| AMD | $13.2M | 0.31% | 0.00% | -10.1% | Q1 2017 |
| Q3 2025 | |||||
| MSFT | $397M | 9.34% | 0.01% | -2.4% | Q4 2006 |
| NVDA | $347M | 8.17% | 0.01% | -4.7% | Q4 2006 |
| GOOGL | $262M | 6.17% | 0.01% | -5.5% | Q4 2015 |
| AAPL | $262M | 6.17% | 0.01% | 0.0% | Q4 2006 |
| AMZN | $236M | 5.55% | 0.01% | +0.1% | Q4 2006 |
| AVGO | $158M | 3.73% | 0.01% | -2.1% | Q2 2018 |
| JPM | $101M | 2.37% | 0.01% | -2.7% | Q4 2006 |
| IBM | $95.2M | 2.24% | 0.04% | -1.3% | Q4 2006 |
| INTU | $90.8M | 2.14% | 0.05% | +4.3% | Q4 2006 |
| V | $87.7M | 2.06% | 0.01% | -2.4% | Q2 2008 |
| META | $72.1M | 1.70% | Not reported | +0.6% | Q2 2012 |
| MA | $61.3M | 1.44% | 0.01% | +0.9% | Q2 2007 |
| PGR | $51.9M | 1.22% | 0.04% | +16.4% | Q4 2006 |
| PANW | $51.2M | 1.21% | 0.04% | Not reported | Q4 2014 |
| TMO | $50.6M | 1.19% | 0.03% | +21.8% | Q4 2006 |
| NOW | $49.1M | 1.16% | 0.03% | +513.6% | Q4 2013 |
| T | $48.8M | 1.15% | 0.02% | -7.8% | Q4 2006 |
| VEEV | $47.2M | 1.11% | 0.10% | Not reported | Q2 2017 |
| BLK | $44.4M | 1.05% | 0.02% | -4.1% | Q2 2009 |
| GOOG | $43.3M | 1.02% | Not reported | -3.2% | Q4 2015 |
| PLD | $40.5M | 0.95% | 0.04% | +8.2% | Q2 2011 |
| ADSK | $40.4M | 0.95% | 0.06% | Not reported | Q4 2006 |
| FIX | $40.1M | 0.94% | 0.14% | -35.0% | Q1 2025 |
| CRM | $39.8M | 0.94% | 0.02% | +0.4% | Q4 2006 |
| BSX | $38.8M | 0.91% | 0.03% | -4.1% | Q4 2006 |
| CL | $37.7M | 0.89% | 0.06% | +7.5% | Q4 2007 |
| GILD | $36M | 0.85% | 0.03% | +516.3% | Q4 2006 |
| IBN | $35.6M | 0.84% | Not reported | -1.0% | Q3 2012 |
| ROL | $34.5M | 0.81% | 0.12% | Not reported | Q2 2017 |
 WMG | $34.5M | 0.81% | 94646.40% | -3.5% | Q1 2022 |
| CBOE | $33.3M | 0.78% | 0.13% | -27.1% | Q2 2017 |
| LLY | $31.7M | 0.75% | 0.00% | +3.9% | Q4 2006 |
| FSLR | $31.3M | 0.74% | 0.13% | +1.0% | Q4 2007 |
| GWW | $30.7M | 0.72% | 0.07% | Not reported | Q4 2006 |
| ACI | $29.8M | 0.70% | 0.30% | +32.4% | Q4 2023 |
| EA | $29.5M | 0.69% | Not reported | -14.4% | Q4 2006 |
| CEG | $27.3M | 0.64% | 0.03% | Not reported | Q4 2006 |
| ABNB | $27.2M | 0.64% | Not reported | +6.1% | Q4 2022 |
| BLD | $23.2M | 0.55% | 0.21% | -27.0% | Q3 2015 |
| MCHP | $23.2M | 0.55% | 0.07% | Not reported | Q4 2006 |
| FCNCA | $22.7M | 0.54% | Not reported | Not reported | Q1 2024 |
| CTSH | $22.4M | 0.53% | 0.07% | Not reported | Q4 2006 |
| CYTK | $22.4M | 0.53% | 0.34% | Not reported | Q1 2025 |
| FTNT | $22.1M | 0.52% | 0.04% | -19.4% | Q4 2015 |
 SGRY | $20.9M | 0.49% | 0.75% | Not reported | Q2 2024 |
| BRBR | $20.3M | 0.48% | 0.44% | +18.7% | Q3 2024 |
 ORCL | $19.9M | 0.47% | 0.00% | Not reported | Q4 2006 |
 JNJ | $18.8M | 0.44% | 0.00% | Not reported | Q4 2006 |
| TSM | $17.3M | 0.41% | 0.00% | +0.9% | Q1 2024 |
| HD | $17M | 0.40% | 0.00% | +1.0% | Q4 2006 |