# E. Ohman J:or Asset Management AB

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2009396. Source: https://holderbook.com/funds/2009396-e-ohman-j-or-asset-management-ab/

- Reported value: $4.3B
- Positions: 465
- Weight of the ten largest: 43.5%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $348.0M | 1,739,110 | 8.1% | 78 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $274.6M | 736,068 | 6.4% | 78 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $263.1M | 736,288 | 6.1% | 43 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $246.1M | 850,401 | 5.7% | 78 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $194.5M | 816,066 | 4.5% | 78 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $189.9M | 502,788 | 4.4% | 16 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $103.5M | 316,051 | 2.4% | 78 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $100.5M | 292,835 | 2.3% | 72 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $78.3M | 65,270 | 1.8% | 16 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $72.5M | 151,891 | 1.7% | 10 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $62.0M | 220,477 | 1.4% | 78 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $54.9M | 97,421 | 1.3% | 12 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $53.3M | 156,265 | 1.2% | 14 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $51.7M | 564,311 | 1.2% | 74 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $51.2M | 144,865 | 1.2% | 24 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $47.9M | 35,180 | 1.1% | 78 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $47.0M | 91,500 | 1.1% | 30 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $46.0M | 39,824 | 1.1% | 22 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $42.5M | 427,836 | 1.0% | 25 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $41.4M | 305,836 | 1.0% | 61 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $41.4M | 131,471 | 1.0% | 15 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $41.0M | 42,612 | 1.0% | 7 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $39.7M | 197,779 | 0.9% | 22 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $39.5M | 180,983 | 0.9% | 78 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $39.3M | 255,619 | 0.9% | 15 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $39.0M | 77,885 | 0.9% | 78 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $39.0M | 1,343,744 | 0.9% | 56 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $35.9M | 151,973 | 0.8% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $33.4M | 57,524 | 0.8% | 38 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $33.0M | 146,949 | 0.8% | 22 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $32.5M | 19,145 | 0.8% | 20 |
| ALBERTSONS COMPANIES INC | [ACI](https://holderbook.com/stocks/ACI/) | $31.4M | 2,321,294 | 0.7% | 11 |
| PRICESMART INC | [PSMT](https://holderbook.com/stocks/PSMT/) | $30.7M | 156,929 | 0.7% | 9 |
| COMFORT SYS USA INC | [FIX](https://holderbook.com/stocks/FIX/) | $30.6M | 15,448 | 0.7% | 6 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $30.3M | 332,367 | 0.7% | 19 |
| WATTS WATER TECHNOLOGIES INC | [WTS](https://holderbook.com/stocks/WTS/) | $29.9M | 76,425 | 0.7% | 27 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $29.6M | 189,144 | 0.7% | 74 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $29.6M | 100,936 | 0.7% | 2 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $28.7M | 115,523 | 0.7% | 16 |
| RADNET INC | [RDNT](https://holderbook.com/stocks/RDNT/) | $27.9M | 452,966 | 0.6% | 12 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $27.7M | 383,520 | 0.6% | 4 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $27.3M | 153,855 | 0.6% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $26.4M | 36,471 | 0.6% | 78 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $25.9M | 304,611 | 0.6% | 6 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $24.9M | 128,018 | 0.6% | 78 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $24.9M | 57,351 | 0.6% | 7 |
| ROLLINS INC | [ROL](https://holderbook.com/stocks/ROL/) | $23.0M | 550,668 | 0.5% | 37 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $21.6M | 155,005 | 0.5% | 78 |
| LUMENTUM HLDGS INC | [LITE](https://holderbook.com/stocks/LITE/) | $21.5M | 25,061 | 0.5% | 2 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $19.9M | 146,156 | 0.5% | 6 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $19.9M | 168,612 | 0.5% | 2 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $19.3M | 170,280 | 0.4% | 3 |
| TOPBUILD COR | [BLD](https://holderbook.com/stocks/BLD/) | $18.2M | 51,382 | 0.4% | 7 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $16.3M | 138,948 | 0.4% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $15.7M | 62,362 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $15.1M | 59,384 | 0.4% | 13 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $14.3M | 40,493 | 0.3% | 78 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $13.8M | 45,860 | 0.3% | 16 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $13.2M | 31,689 | 0.3% | 78 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $13.1M | 89,318 | 0.3% | 78 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $12.1M | 149,265 | 0.3% | 30 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $11.8M | 39,567 | 0.3% | 19 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $11.6M | 18,290 | 0.3% | 78 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $11.3M | 87,897 | 0.3% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $10.8M | 9,160 | 0.3% | 9 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $10.6M | 185,480 | 0.2% | 19 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $10.5M | 10,361 | 0.2% | 19 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $10.4M | 26,069 | 0.2% | 19 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $9.7M | 32,541 | 0.2% | 78 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $9.4M | 130,981 | 0.2% | 16 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $8.9M | 61,052 | 0.2% | 14 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $8.9M | 42,627 | 0.2% | 78 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $8.4M | 59,778 | 0.2% | 61 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $7.9M | 12,394 | 0.2% | 5 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $7.9M | 185,936 | 0.2% | 78 |
| DEXCOM INC | [DXCM](https://holderbook.com/stocks/DXCM/) | $7.6M | 113,204 | 0.2% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $7.6M | 78,843 | 0.2% | 78 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $7.1M | 27,888 | 0.2% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $7.1M | 19,515 | 0.2% | 78 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $7.1M | 38,204 | 0.2% | 78 |
| YUM CHINA HLDGS INC | [YUMC](https://holderbook.com/stocks/YUMC/) | $7.0M | 21,800 | 0.2% | 35 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $6.6M | 254,600 | 0.2% | 12 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $6.5M | 38,207 | 0.2% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $6.4M | 311,315 | 0.1% | 78 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $6.4M | 54,975 | 0.1% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $6.4M | 18,797 | 0.1% | 78 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $6.2M | 75,344 | 0.1% | 3 |
| NEXTPOWER INC | [NXT](https://holderbook.com/stocks/NXT/) | $6.0M | 50,098 | 0.1% | 4 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $5.7M | 44,792 | 0.1% | 78 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $5.5M | 40,802 | 0.1% | 78 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $5.5M | 60,237 | 0.1% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $5.5M | 30,985 | 0.1% | 3 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $5.5M | 20,060 | 0.1% | 78 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $5.4M | 7,205 | 0.1% | 16 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $5.4M | 19,979 | 0.1% | 12 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $5.3M | 23,555 | 0.1% | 44 |
| STERLING INFRASTRUCTURE INC | [STRL](https://holderbook.com/stocks/STRL/) | $5.3M | 6,347 | 0.1% | 6 |
| TEREX CORP NEW | [TEX](https://holderbook.com/stocks/TEX/) | $5.1M | 70,705 | 0.1% | 11 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $5.1M | 6,676 | 0.1% | 3 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $5.0M | 28,064 | 0.1% | 27 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.3% | +14.8% | -1.5% | 100% |
| Q1 2026 | -9.5% | -4.6% | -4.8% | 100% |
| Q4 2025 | +3.0% | +2.4% | +0.6% | 100% |
| Q3 2025 | +6.7% | +7.8% | -1.2% | 100% |
| Q2 2025 | +12.2% | +10.5% | +1.8% | 100% |
| Q1 2025 | -5.9% | -4.6% | -1.3% | 100% |
| Q4 2024 | +1.9% | +2.1% | -0.2% | 100% |
| Q3 2024 | +3.9% | +5.4% | -1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $4.3B | 465 |
| Q1 2026 | $3.8B | 477 |
| Q4 2025 | $4.3B | 480 |
| Q3 2025 | $4.2B | 398 |
| Q2 2025 | $4.0B | 401 |
| Q1 2025 | $3.8B | 414 |
| Q4 2024 | $4.3B | 425 |
| Q3 2024 | $4.0B | 408 |
| Q2 2024 | $4.0B | 415 |
| Q1 2024 | $3.9B | 422 |
| Q4 2023 | $2.7B | 409 |
| Q3 2023 | $2.7B | 416 |