Filed: 10/17/2025ACC: 0001104659-25-100192
📋 What this filing means
E. OHMAN J:OR ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 398 equity positions with a total reported market value of $4.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
398
Positions
$4.25B
Total AUM (reported)
29.18M
Total Shares
Allocation by class
COM$3.29B77.5%
CAP STK CL A$262.25M6.2%
CL A$218.29M5.1%
COM CL A$153.39M3.6%
COM NEW$81.57M1.9%
CL A COM$54.30M1.3%
COMMON STOCK$51.48M1.2%
Portfolio Concentration
Top 3$1.01B23.7%
4–10$1.03B24.3%
11–25$719.53M16.9%
Rest$1.49B35.1%
Top 3 weight
23.7%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 29.18M
Sole
Full voting authority
29.18M
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)
Sole398
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings398
Rows:
MICROSOFT CORP
SOLEShares765.95K
TypeSH
Market value$396.72M
9.34%
Sole
765.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares1.86M
TypeSH
Market value$347.06M
8.17%
Sole
1.86M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.08M
TypeSH
Market value$262.25M
6.17%
Sole
1.08M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.03M
TypeSH
Market value$262.11M
6.17%
Sole
1.03M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.07M
TypeSH
Market value$235.95M
5.55%
Sole
1.07M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares480.11K
TypeSH
Market value$158.39M
3.73%
Sole
480.11K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares319.40K
TypeSH
Market value$100.75M
2.37%
Sole
319.40K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares337.38K
TypeSH
Market value$95.19M
2.24%
Sole
337.38K
Shared
0.00
None
0.00
INTUIT
SOLEShares132.97K
TypeSH
Market value$90.80M
2.14%
Sole
132.97K
Shared
0.00
None
0.00
VISA INC
SOLEShares256.78K
TypeSH
Market value$87.66M
2.06%
Sole
256.78K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares98.16K
TypeSH
Market value$72.09M
1.70%
Sole
98.16K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares107.74K
TypeSH
Market value$61.29M
1.44%
Sole
107.74K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares210.19K
TypeSH
Market value$51.91M
1.22%
Sole
210.19K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares251.62K
TypeSH
Market value$51.23M
1.21%
Sole
251.62K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares104.36K
TypeSH
Market value$50.62M
1.19%
Sole
104.36K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares53.31K
TypeSH
Market value$49.06M
1.16%
Sole
53.31K
Shared
0.00
None
0.00
AT&T INC
SOLEShares1.73M
TypeSH
Market value$48.81M
1.15%
Sole
1.73M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares158.59K
TypeSH
Market value$47.25M
1.11%
Sole
158.59K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares38.10K
TypeSH
Market value$44.43M
1.05%
Sole
38.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares177.84K
TypeSH
Market value$43.31M
1.02%
Sole
177.84K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares353.79K
TypeSH
Market value$40.52M
0.95%
Sole
353.79K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares127.13K
TypeSH
Market value$40.38M
0.95%
Sole
127.13K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares48.54K
TypeSH
Market value$40.05M
0.94%
Sole
48.54K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares167.87K
TypeSH
Market value$39.78M
0.94%
Sole
167.87K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares397.42K
TypeSH
Market value$38.80M
0.91%
Sole
397.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 765.95K | SH | $396.72M 9.34% | 765.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 1.86M | SH | $347.06M 8.17% | 1.86M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.08M | SH | $262.25M 6.17% | 1.08M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.03M | SH | $262.11M 6.17% | 1.03M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.07M | SH | $235.95M 5.55% | 1.07M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 480.11K | SH | $158.39M 3.73% | 480.11K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 319.40K | SH | $100.75M 2.37% | 319.40K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 337.38K | SH | $95.19M 2.24% | 337.38K | 0.00 | 0.00 |
INTUITSOLE | COM | 132.97K | SH | $90.80M 2.14% | 132.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 256.78K | SH | $87.66M 2.06% | 256.78K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 98.16K | SH | $72.09M 1.70% | 98.16K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 107.74K | SH | $61.29M 1.44% | 107.74K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 210.19K | SH | $51.91M 1.22% | 210.19K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 251.62K | SH | $51.23M 1.21% | 251.62K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 104.36K | SH | $50.62M 1.19% | 104.36K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 53.31K | SH | $49.06M 1.16% | 53.31K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 1.73M | SH | $48.81M 1.15% | 1.73M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 158.59K | SH | $47.25M 1.11% | 158.59K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 38.10K | SH | $44.43M 1.05% | 38.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 177.84K | SH | $43.31M 1.02% | 177.84K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 353.79K | SH | $40.52M 0.95% | 353.79K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 127.13K | SH | $40.38M 0.95% | 127.13K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 48.54K | SH | $40.05M 0.94% | 48.54K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 167.87K | SH | $39.78M 0.94% | 167.87K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 397.42K | SH | $38.80M 0.91% | 397.42K | 0.00 | 0.00 |
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