Filed: 4/11/2025ACC: 0001104659-25-033957
📋 What this filing means
E. OHMAN J:OR ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 414 equity positions with a total reported market value of $3.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
414
Positions
$3.76B
Total AUM (reported)
30.53M
Total Shares
Allocation by class
COM$3.38B89.8%
CL A$309.48M8.2%
CL A COM$40.52M1.1%
CL C$28.87M0.8%
COM NEW$4.78M0.1%
CL B COM$270.9K0.0%
Portfolio Concentration
Top 3$761.83M20.2%
4–10$790.05M21.0%
11–25$712.43M18.9%
Rest$1.50B39.8%
Top 3 weight
20.2%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 30.53M
Sole
Full voting authority
30.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole414
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings414
Rows:
MICROSOFT
SOLEShares809.39K
TypeSH
Market value$303.84M
8.07%
Sole
809.39K
Shared
0.00
None
0.00
APPLE
SOLEShares1.09M
TypeSH
Market value$242.37M
6.44%
Sole
1.09M
Shared
0.00
None
0.00
NVIDIA
SOLEShares1.99M
TypeSH
Market value$215.62M
5.73%
Sole
1.99M
Shared
0.00
None
0.00
AMAZON
SOLEShares1.08M
TypeSH
Market value$205.08M
5.45%
Sole
1.08M
Shared
0.00
None
0.00
ALPHABET A
SOLEShares1.13M
TypeSH
Market value$174.07M
4.63%
Sole
1.13M
Shared
0.00
None
0.00
VISA A
SOLEShares270.09K
TypeSH
Market value$94.65M
2.51%
Sole
270.09K
Shared
0.00
None
0.00
IBM
SOLEShares360.79K
TypeSH
Market value$89.71M
2.38%
Sole
360.79K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares342.27K
TypeSH
Market value$83.96M
2.23%
Sole
342.27K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares93.20K
TypeSH
Market value$76.97M
2.05%
Sole
93.20K
Shared
0.00
None
0.00
MASTERCARD
SOLEShares119.68K
TypeSH
Market value$65.60M
1.74%
Sole
119.68K
Shared
0.00
None
0.00
BROADCOM
SOLEShares376.36K
TypeSH
Market value$63.01M
1.67%
Sole
376.36K
Shared
0.00
None
0.00
FORTINET
SOLEShares640.96K
TypeSH
Market value$61.70M
1.64%
Sole
640.96K
Shared
0.00
None
0.00
PROGRESSIVE
SOLEShares213.80K
TypeSH
Market value$60.51M
1.61%
Sole
213.80K
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares99.83K
TypeSH
Market value$57.54M
1.53%
Sole
99.83K
Shared
0.00
None
0.00
AT&T
SOLEShares1.87M
TypeSH
Market value$52.98M
1.41%
Sole
1.87M
Shared
0.00
None
0.00
SALESFORCE
SOLEShares169.03K
TypeSH
Market value$45.36M
1.21%
Sole
169.03K
Shared
0.00
None
0.00
INTUIT
SOLEShares73.32K
TypeSH
Market value$45.02M
1.20%
Sole
73.32K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares256.51K
TypeSH
Market value$43.77M
1.16%
Sole
256.51K
Shared
0.00
None
0.00
COLGATE PALMOLIVE
SOLEShares462.91K
TypeSH
Market value$43.37M
1.15%
Sole
462.91K
Shared
0.00
None
0.00
BLACKROCK
SOLEShares43.90K
TypeSH
Market value$41.55M
1.10%
Sole
43.90K
Shared
0.00
None
0.00
CBOE GLOBAL MARKETS
SOLEShares177.34K
TypeSH
Market value$40.13M
1.07%
Sole
177.34K
Shared
0.00
None
0.00
ADOBE
SOLEShares104.17K
TypeSH
Market value$39.95M
1.06%
Sole
104.17K
Shared
0.00
None
0.00
BECTON DICKINSON
SOLEShares174.30K
TypeSH
Market value$39.92M
1.06%
Sole
174.30K
Shared
0.00
None
0.00
VEEVA SYSTEMS
SOLEShares172.27K
TypeSH
Market value$39.90M
1.06%
Sole
172.27K
Shared
0.00
None
0.00
ICICI BANK LTD ADR
SOLEShares1.20M
TypeSH
Market value$37.71M
1.00%
Sole
1.20M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | COM | 809.39K | SH | $303.84M 8.07% | 809.39K | 0.00 | 0.00 |
APPLESOLE | COM | 1.09M | SH | $242.37M 6.44% | 1.09M | 0.00 | 0.00 |
NVIDIASOLE | COM | 1.99M | SH | $215.62M 5.73% | 1.99M | 0.00 | 0.00 |
AMAZONSOLE | COM | 1.08M | SH | $205.08M 5.45% | 1.08M | 0.00 | 0.00 |
ALPHABET ASOLE | CL A | 1.13M | SH | $174.07M 4.63% | 1.13M | 0.00 | 0.00 |
VISA ASOLE | COM | 270.09K | SH | $94.65M 2.51% | 270.09K | 0.00 | 0.00 |
IBMSOLE | COM | 360.79K | SH | $89.71M 2.38% | 360.79K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 342.27K | SH | $83.96M 2.23% | 342.27K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 93.20K | SH | $76.97M 2.05% | 93.20K | 0.00 | 0.00 |
MASTERCARDSOLE | CL A | 119.68K | SH | $65.60M 1.74% | 119.68K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 376.36K | SH | $63.01M 1.67% | 376.36K | 0.00 | 0.00 |
FORTINETSOLE | COM | 640.96K | SH | $61.70M 1.64% | 640.96K | 0.00 | 0.00 |
PROGRESSIVESOLE | COM | 213.80K | SH | $60.51M 1.61% | 213.80K | 0.00 | 0.00 |
META PLATFORMSSOLE | COM | 99.83K | SH | $57.54M 1.53% | 99.83K | 0.00 | 0.00 |
AT&TSOLE | COM | 1.87M | SH | $52.98M 1.41% | 1.87M | 0.00 | 0.00 |
SALESFORCESOLE | COM | 169.03K | SH | $45.36M 1.21% | 169.03K | 0.00 | 0.00 |
INTUITSOLE | COM | 73.32K | SH | $45.02M 1.20% | 73.32K | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 256.51K | SH | $43.77M 1.16% | 256.51K | 0.00 | 0.00 |
COLGATE PALMOLIVESOLE | COM | 462.91K | SH | $43.37M 1.15% | 462.91K | 0.00 | 0.00 |
BLACKROCKSOLE | COM | 43.90K | SH | $41.55M 1.10% | 43.90K | 0.00 | 0.00 |
CBOE GLOBAL MARKETSSOLE | COM | 177.34K | SH | $40.13M 1.07% | 177.34K | 0.00 | 0.00 |
ADOBESOLE | COM | 104.17K | SH | $39.95M 1.06% | 104.17K | 0.00 | 0.00 |
BECTON DICKINSONSOLE | COM | 174.30K | SH | $39.92M 1.06% | 174.30K | 0.00 | 0.00 |
VEEVA SYSTEMSSOLE | CL A COM | 172.27K | SH | $39.90M 1.06% | 172.27K | 0.00 | 0.00 |
ICICI BANK LTD ADRSOLE | COM | 1.20M | SH | $37.71M 1.00% | 1.20M | 0.00 | 0.00 |
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