E. Ohman J:or Asset Management AB

Est. AUM

$4.30B

13F long equity, this entity only

Positions

465

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA	COM	$348.0M	1739110	8.09%	SOLE
2	MICROSOFT	COM	$274.6M	736068	6.38%	SOLE
3	ALPHABET A	CAP STK CL A	$263.1M	736288	6.11%	SOLE
4	APPLE	COM	$246.1M	850401	5.72%	SOLE
5	AMAZON	COM	$194.5M	816066	4.52%	SOLE
6	BROADCOM	COM	$189.9M	502788	4.41%	SOLE
7	JP MORGAN CHASE	COM	$103.5M	316051	2.40%	SOLE
8	VISA A	COM CL A	$100.5M	292835	2.33%	SOLE
9	ELI LILLY	COM	$78.3M	65270	1.82%	SOLE
10	TAIWAN SEMICOND ADR	SPONSORED ADS	$72.5M	151891	1.69%	SOLE
11	IBM	COM	$62.0M	220477	1.44%	SOLE
12	META PLATFORMS	CL A	$54.9M	97421	1.28%	SOLE
13	PALO ALTO NETWORKS	COM	$53.3M	156265	1.24%	SOLE
14	COLGATE PALMOLIVE	COM	$51.7M	564311	1.20%	SOLE
15	ALPHABET C	CAP STK CL C	$51.2M	144865	1.19%	SOLE
16	WW GRAINGER	COM	$47.9M	35180	1.11%	SOLE
17	MASTERCARD	CL A	$47.0M	91500	1.09%	SOLE
18	MICRON TECH	COM	$46.0M	39824	1.07%	SOLE
19	SERVICENOW	COM	$42.5M	427836	0.99%	SOLE
20	PROLOGIS	COM	$41.4M	305836	0.96%	SOLE
21	STRYKER	COM	$41.4M	131471	0.96%	SOLE
22	BLACKROCK	COM	$41.0M	42612	0.95%	SOLE
23	CAPITAL ONE FIN	COM	$39.7M	197779	0.92%	SOLE
24	PROGRESSIVE	COM	$39.5M	180983	0.92%	SOLE
25	FORTINET	COM	$39.3M	255619	0.91%	SOLE
26	THERMO FISCHER SCIEN	COM	$39.0M	77885	0.91%	SOLE
27	ICICI BANK LTD ADR	ADR	$39.0M	1343744	0.91%	SOLE
28	FIRST SOLAR	COM	$35.9M	151973	0.83%	SOLE
29	ADV MICRO DEV	COM	$33.4M	57524	0.78%	SOLE
30	DOVER CORP	COM	$33.0M	146949	0.77%	SOLE
31	MERCADOLIBRE	INC	$32.5M	19145	0.76%	SOLE
32	ALBERTSONS COMPANIES	COMMON STOCK	$31.4M	2321294	0.73%	SOLE
33	PRICESMART	COM	$30.7M	156929	0.71%	SOLE
34	COMFORT SYSTEMS USA	COM	$30.6M	15448	0.71%	SOLE
35	MICROCHIP TECHNOLOGY	COM	$30.3M	332367	0.70%	SOLE
36	WATTS WATER TECHN	CL A	$29.9M	76425	0.70%	SOLE
37	SALESFORCE	COM	$29.6M	189144	0.69%	SOLE
38	GENERAC HOLDINGS	COM	$29.6M	100936	0.69%	SOLE
39	CONSTELLATION ENERGY	COM	$28.7M	115523	0.67%	SOLE
40	RADNET	COM	$27.9M	452966	0.65%	SOLE
41	UBER TECHNOLOGIES	COM	$27.7M	383520	0.64%	SOLE
42	VEEVA SYSTEMS	CL A COM	$27.3M	153855	0.63%	SOLE
43	APPLIED MATERIALS	COM	$26.4M	36471	0.61%	SOLE
44	CYTOKINETICS	COM NEW	$25.9M	304611	0.60%	SOLE
45	AUTODESK	COM	$24.9M	128018	0.58%	SOLE
46	LAM RESEARCH	COM NEW	$24.9M	57351	0.58%	SOLE
47	ROLLINS	COM	$23.0M	550668	0.53%	SOLE
48	INTEL	COM	$21.6M	155005	0.50%	SOLE
49	LUMENTUM HOLDINGS	COM	$21.5M	25061	0.50%	SOLE
50	OKTA	CL A	$19.9M	146156	0.46%	SOLE

1–50 of 465

1 / 10

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.