Filed: 1/12/2026ACC: 0001104659-26-002777
📋 What this filing means
E. OHMAN J:OR ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 480 equity positions with a total reported market value of $4.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
480
Positions
$4.30B
Total AUM (reported)
29.12M
Total Shares
Allocation by class
COM$3.26B75.8%
CAP STK CL A$285.79M6.7%
CL A$283.51M6.6%
COM CL A$134.90M3.1%
COM NEW$85.53M2.0%
COMMON STOCK$53.21M1.2%
CAP STK CL C$48.77M1.1%
Portfolio Concentration
Top 3$998.07M23.2%
4–10$992.04M23.1%
11–25$734.82M17.1%
Rest$1.57B36.6%
Top 3 weight
23.2%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 29.12M
Sole
Full voting authority
29.12M
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)
Sole480
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings480
Rows:
MICROSOFT
SOLEShares771.45K
TypeSH
Market value$373.09M
8.68%
Sole
771.45K
Shared
0.00
None
0.00
NVIDIA
SOLEShares1.82M
TypeSH
Market value$339.20M
7.89%
Sole
1.82M
Shared
0.00
None
0.00
ALPHABET A
SOLEShares913.06K
TypeSH
Market value$285.79M
6.65%
Sole
913.06K
Shared
0.00
None
0.00
APPLE
SOLEShares895.54K
TypeSH
Market value$243.46M
5.67%
Sole
895.54K
Shared
0.00
None
0.00
AMAZON
SOLEShares987.13K
TypeSH
Market value$227.85M
5.30%
Sole
987.13K
Shared
0.00
None
0.00
BROADCOM
SOLEShares457.88K
TypeSH
Market value$158.47M
3.69%
Sole
457.88K
Shared
0.00
None
0.00
IBM
SOLEShares330.85K
TypeSH
Market value$98.00M
2.28%
Sole
330.85K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares277.28K
TypeSH
Market value$89.35M
2.08%
Sole
277.28K
Shared
0.00
None
0.00
INTUIT
SOLEShares134.65K
TypeSH
Market value$89.19M
2.08%
Sole
134.65K
Shared
0.00
None
0.00
VISA A
SOLEShares244.41K
TypeSH
Market value$85.72M
2.00%
Sole
244.41K
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares114.68K
TypeSH
Market value$75.70M
1.76%
Sole
114.68K
Shared
0.00
None
0.00
MASTERCARD
SOLEShares100.95K
TypeSH
Market value$57.63M
1.34%
Sole
100.95K
Shared
0.00
None
0.00
THERMO FISCHER SCIEN
SOLEShares93.07K
TypeSH
Market value$53.93M
1.26%
Sole
93.07K
Shared
0.00
None
0.00
BOSTON SCIENT
SOLEShares564.47K
TypeSH
Market value$53.82M
1.25%
Sole
564.47K
Shared
0.00
None
0.00
ALPHABET C
SOLEShares155.42K
TypeSH
Market value$48.77M
1.14%
Sole
155.42K
Shared
0.00
None
0.00
GILEAD SCIENCES
SOLEShares396.13K
TypeSH
Market value$48.62M
1.13%
Sole
396.13K
Shared
0.00
None
0.00
PROGRESSIVE
SOLEShares211.06K
TypeSH
Market value$48.06M
1.12%
Sole
211.06K
Shared
0.00
None
0.00
SALESFORCE
SOLEShares175.55K
TypeSH
Market value$46.51M
1.08%
Sole
175.55K
Shared
0.00
None
0.00
SERVICENOW
SOLEShares300.84K
TypeSH
Market value$46.09M
1.07%
Sole
300.84K
Shared
0.00
None
0.00
COMFORT SYSTEMS USA
SOLEShares48.56K
TypeSH
Market value$45.32M
1.05%
Sole
48.56K
Shared
0.00
None
0.00
PROLOGIS
SOLEShares348.70K
TypeSH
Market value$44.51M
1.04%
Sole
348.70K
Shared
0.00
None
0.00
AT&T
SOLEShares1.78M
TypeSH
Market value$44.27M
1.03%
Sole
1.78M
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares239.19K
TypeSH
Market value$44.06M
1.03%
Sole
239.19K
Shared
0.00
None
0.00
BLACKROCK
SOLEShares37.15K
TypeSH
Market value$39.77M
0.93%
Sole
37.15K
Shared
0.00
None
0.00
AUTODESK
SOLEShares127.56K
TypeSH
Market value$37.76M
0.88%
Sole
127.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFTSOLE | COM | 771.45K | SH | $373.09M 8.68% | 771.45K | 0.00 | 0.00 |
NVIDIASOLE | COM | 1.82M | SH | $339.20M 7.89% | 1.82M | 0.00 | 0.00 |
ALPHABET ASOLE | CAP STK CL A | 913.06K | SH | $285.79M 6.65% | 913.06K | 0.00 | 0.00 |
APPLESOLE | COM | 895.54K | SH | $243.46M 5.67% | 895.54K | 0.00 | 0.00 |
AMAZONSOLE | COM | 987.13K | SH | $227.85M 5.30% | 987.13K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 457.88K | SH | $158.47M 3.69% | 457.88K | 0.00 | 0.00 |
IBMSOLE | COM | 330.85K | SH | $98.00M 2.28% | 330.85K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 277.28K | SH | $89.35M 2.08% | 277.28K | 0.00 | 0.00 |
INTUITSOLE | COM | 134.65K | SH | $89.19M 2.08% | 134.65K | 0.00 | 0.00 |
VISA ASOLE | COM CL A | 244.41K | SH | $85.72M 2.00% | 244.41K | 0.00 | 0.00 |
META PLATFORMSSOLE | CL A | 114.68K | SH | $75.70M 1.76% | 114.68K | 0.00 | 0.00 |
MASTERCARDSOLE | CL A | 100.95K | SH | $57.63M 1.34% | 100.95K | 0.00 | 0.00 |
THERMO FISCHER SCIENSOLE | COM | 93.07K | SH | $53.93M 1.26% | 93.07K | 0.00 | 0.00 |
BOSTON SCIENTSOLE | COM | 564.47K | SH | $53.82M 1.25% | 564.47K | 0.00 | 0.00 |
ALPHABET CSOLE | CAP STK CL C | 155.42K | SH | $48.77M 1.14% | 155.42K | 0.00 | 0.00 |
GILEAD SCIENCESSOLE | COM | 396.13K | SH | $48.62M 1.13% | 396.13K | 0.00 | 0.00 |
PROGRESSIVESOLE | COM | 211.06K | SH | $48.06M 1.12% | 211.06K | 0.00 | 0.00 |
SALESFORCESOLE | COM | 175.55K | SH | $46.51M 1.08% | 175.55K | 0.00 | 0.00 |
SERVICENOWSOLE | COM | 300.84K | SH | $46.09M 1.07% | 300.84K | 0.00 | 0.00 |
COMFORT SYSTEMS USASOLE | COM | 48.56K | SH | $45.32M 1.05% | 48.56K | 0.00 | 0.00 |
PROLOGISSOLE | COM | 348.70K | SH | $44.51M 1.04% | 348.70K | 0.00 | 0.00 |
AT&TSOLE | COM | 1.78M | SH | $44.27M 1.03% | 1.78M | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 239.19K | SH | $44.06M 1.03% | 239.19K | 0.00 | 0.00 |
BLACKROCKSOLE | COM | 37.15K | SH | $39.77M 0.93% | 37.15K | 0.00 | 0.00 |
AUTODESKSOLE | COM | 127.56K | SH | $37.76M 0.88% | 127.56K | 0.00 | 0.00 |
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