Filed: 7/8/2025ACC: 0001104659-25-066313
📋 What this filing means
E. OHMAN J:OR ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 401 equity positions with a total reported market value of $4.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
401
Positions
$4.03B
Total AUM (reported)
28.96M
Total Shares
Allocation by class
COM$3.11B77.3%
CL A$255.17M6.3%
CAP STK CL A$201.18M5.0%
COM CL A$155.70M3.9%
COM NEW$69.30M1.7%
COMMON STOCK$56.28M1.4%
CL A COM$53.58M1.3%
Portfolio Concentration
Top 3$934.10M23.2%
4–10$937.39M23.3%
11–25$701.91M17.4%
Rest$1.45B36.1%
Top 3 weight
23.2%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 28.96M
Sole
Full voting authority
28.96M
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)
Sole401
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings401
Rows:
MICROSOFT CORP
SOLEShares784.56K
TypeSH
Market value$390.25M
9.69%
Sole
784.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.95M
TypeSH
Market value$308.36M
7.66%
Sole
1.95M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.07M
TypeSH
Market value$235.49M
5.85%
Sole
1.07M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.03M
TypeSH
Market value$211.29M
5.25%
Sole
1.03M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.14M
TypeSH
Market value$201.18M
5.00%
Sole
1.14M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares490.60K
TypeSH
Market value$135.23M
3.36%
Sole
490.60K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares341.68K
TypeSH
Market value$100.72M
2.50%
Sole
341.68K
Shared
0.00
None
0.00
INTUIT
SOLEShares127.43K
TypeSH
Market value$100.37M
2.49%
Sole
127.43K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares328.40K
TypeSH
Market value$95.21M
2.36%
Sole
328.40K
Shared
0.00
None
0.00
VISA INC
SOLEShares263.03K
TypeSH
Market value$93.39M
2.32%
Sole
263.03K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares97.56K
TypeSH
Market value$72.01M
1.79%
Sole
97.56K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares106.74K
TypeSH
Market value$59.98M
1.49%
Sole
106.74K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.87M
TypeSH
Market value$54.26M
1.35%
Sole
1.87M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares251.62K
TypeSH
Market value$51.49M
1.28%
Sole
251.62K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares180.51K
TypeSH
Market value$48.17M
1.20%
Sole
180.51K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares158.59K
TypeSH
Market value$45.67M
1.13%
Sole
158.59K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares167.17K
TypeSH
Market value$45.59M
1.13%
Sole
167.17K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares414.32K
TypeSH
Market value$44.50M
1.10%
Sole
414.32K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares186.30K
TypeSH
Market value$43.45M
1.08%
Sole
186.30K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares39.73K
TypeSH
Market value$41.68M
1.03%
Sole
39.73K
Shared
0.00
None
0.00
ICICI BANK LIMITED
SOLEShares1.19M
TypeSH
Market value$40.05M
0.99%
Sole
1.19M
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares74.63K
TypeSH
Market value$40.02M
0.99%
Sole
74.63K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares438.92K
TypeSH
Market value$39.90M
0.99%
Sole
438.92K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares127.13K
TypeSH
Market value$39.35M
0.98%
Sole
127.13K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares149.12K
TypeSH
Market value$35.79M
0.89%
Sole
149.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 784.56K | SH | $390.25M 9.69% | 784.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.95M | SH | $308.36M 7.66% | 1.95M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.07M | SH | $235.49M 5.85% | 1.07M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.03M | SH | $211.29M 5.25% | 1.03M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.14M | SH | $201.18M 5.00% | 1.14M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 490.60K | SH | $135.23M 3.36% | 490.60K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 341.68K | SH | $100.72M 2.50% | 341.68K | 0.00 | 0.00 |
INTUITSOLE | COM | 127.43K | SH | $100.37M 2.49% | 127.43K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 328.40K | SH | $95.21M 2.36% | 328.40K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 263.03K | SH | $93.39M 2.32% | 263.03K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 97.56K | SH | $72.01M 1.79% | 97.56K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 106.74K | SH | $59.98M 1.49% | 106.74K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.87M | SH | $54.26M 1.35% | 1.87M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 251.62K | SH | $51.49M 1.28% | 251.62K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 180.51K | SH | $48.17M 1.20% | 180.51K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 158.59K | SH | $45.67M 1.13% | 158.59K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 167.17K | SH | $45.59M 1.13% | 167.17K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 414.32K | SH | $44.50M 1.10% | 414.32K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 186.30K | SH | $43.45M 1.08% | 186.30K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 39.73K | SH | $41.68M 1.03% | 39.73K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 1.19M | SH | $40.05M 0.99% | 1.19M | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 74.63K | SH | $40.02M 0.99% | 74.63K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 438.92K | SH | $39.90M 0.99% | 438.92K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 127.13K | SH | $39.35M 0.98% | 127.13K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 149.12K | SH | $35.79M 0.89% | 149.12K | 0.00 | 0.00 |
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