Filed: 7/10/2026ACC: 0001104659-26-082396
📋 What this filing means
E. OHMAN J:OR ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 465 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.
465
Positions
$4.30B
Total AUM (reported)
26.87M
Total Shares
Allocation by class
COM$3.28B76.2%
CAP STK CL A$263.13M6.1%
CL A$204.26M4.7%
COM CL A$120.75M2.8%
COM NEW$111.38M2.6%
SPONSORED ADS$81.94M1.9%
CAP STK CL C$51.19M1.2%
Portfolio Concentration
Top 3$885.67M20.6%
4–10$985.25M22.9%
11–25$698.66M16.2%
Rest$1.73B40.3%
Top 3 weight
20.6%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 26.87M
Sole
Full voting authority
26.87M
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)
Sole465
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings465
Rows:
NVIDIA
SOLEShares1.74M
TypeSH
Market value$347.98M
8.09%
Sole
1.74M
Shared
0.00
None
0.00
MICROSOFT
SOLEShares736.07K
TypeSH
Market value$274.57M
6.38%
Sole
736.07K
Shared
0.00
None
0.00
ALPHABET A
SOLEShares736.29K
TypeSH
Market value$263.13M
6.11%
Sole
736.29K
Shared
0.00
None
0.00
APPLE
SOLEShares850.40K
TypeSH
Market value$246.07M
5.72%
Sole
850.40K
Shared
0.00
None
0.00
AMAZON
SOLEShares816.07K
TypeSH
Market value$194.50M
4.52%
Sole
816.07K
Shared
0.00
None
0.00
BROADCOM
SOLEShares502.79K
TypeSH
Market value$189.93M
4.41%
Sole
502.79K
Shared
0.00
None
0.00
JP MORGAN CHASE
SOLEShares316.05K
TypeSH
Market value$103.45M
2.40%
Sole
316.05K
Shared
0.00
None
0.00
VISA A
SOLEShares292.83K
TypeSH
Market value$100.47M
2.33%
Sole
292.83K
Shared
0.00
None
0.00
ELI LILLY
SOLEShares65.27K
TypeSH
Market value$78.29M
1.82%
Sole
65.27K
Shared
0.00
None
0.00
TAIWAN SEMICOND ADR
SOLEShares151.89K
TypeSH
Market value$72.54M
1.69%
Sole
151.89K
Shared
0.00
None
0.00
IBM
SOLEShares220.48K
TypeSH
Market value$62.00M
1.44%
Sole
220.48K
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares97.42K
TypeSH
Market value$54.88M
1.28%
Sole
97.42K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares156.26K
TypeSH
Market value$53.29M
1.24%
Sole
156.26K
Shared
0.00
None
0.00
COLGATE PALMOLIVE
SOLEShares564.31K
TypeSH
Market value$51.74M
1.20%
Sole
564.31K
Shared
0.00
None
0.00
ALPHABET C
SOLEShares144.87K
TypeSH
Market value$51.19M
1.19%
Sole
144.87K
Shared
0.00
None
0.00
WW GRAINGER
SOLEShares35.18K
TypeSH
Market value$47.86M
1.11%
Sole
35.18K
Shared
0.00
None
0.00
MASTERCARD
SOLEShares91.50K
TypeSH
Market value$46.99M
1.09%
Sole
91.50K
Shared
0.00
None
0.00
MICRON TECH
SOLEShares39.82K
TypeSH
Market value$45.97M
1.07%
Sole
39.82K
Shared
0.00
None
0.00
SERVICENOW
SOLEShares427.84K
TypeSH
Market value$42.48M
0.99%
Sole
427.84K
Shared
0.00
None
0.00
PROLOGIS
SOLEShares305.84K
TypeSH
Market value$41.43M
0.96%
Sole
305.84K
Shared
0.00
None
0.00
STRYKER
SOLEShares131.47K
TypeSH
Market value$41.39M
0.96%
Sole
131.47K
Shared
0.00
None
0.00
BLACKROCK
SOLEShares42.61K
TypeSH
Market value$40.97M
0.95%
Sole
42.61K
Shared
0.00
None
0.00
CAPITAL ONE FIN
SOLEShares197.78K
TypeSH
Market value$39.68M
0.92%
Sole
197.78K
Shared
0.00
None
0.00
PROGRESSIVE
SOLEShares180.98K
TypeSH
Market value$39.54M
0.92%
Sole
180.98K
Shared
0.00
None
0.00
FORTINET
SOLEShares255.62K
TypeSH
Market value$39.27M
0.91%
Sole
255.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIASOLE | COM | 1.74M | SH | $347.98M 8.09% | 1.74M | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 736.07K | SH | $274.57M 6.38% | 736.07K | 0.00 | 0.00 |
ALPHABET ASOLE | CAP STK CL A | 736.29K | SH | $263.13M 6.11% | 736.29K | 0.00 | 0.00 |
APPLESOLE | COM | 850.40K | SH | $246.07M 5.72% | 850.40K | 0.00 | 0.00 |
AMAZONSOLE | COM | 816.07K | SH | $194.50M 4.52% | 816.07K | 0.00 | 0.00 |
BROADCOMSOLE | COM | 502.79K | SH | $189.93M 4.41% | 502.79K | 0.00 | 0.00 |
JP MORGAN CHASESOLE | COM | 316.05K | SH | $103.45M 2.40% | 316.05K | 0.00 | 0.00 |
VISA ASOLE | COM CL A | 292.83K | SH | $100.47M 2.33% | 292.83K | 0.00 | 0.00 |
ELI LILLYSOLE | COM | 65.27K | SH | $78.29M 1.82% | 65.27K | 0.00 | 0.00 |
TAIWAN SEMICOND ADRSOLE | SPONSORED ADS | 151.89K | SH | $72.54M 1.69% | 151.89K | 0.00 | 0.00 |
IBMSOLE | COM | 220.48K | SH | $62.00M 1.44% | 220.48K | 0.00 | 0.00 |
META PLATFORMSSOLE | CL A | 97.42K | SH | $54.88M 1.28% | 97.42K | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 156.26K | SH | $53.29M 1.24% | 156.26K | 0.00 | 0.00 |
COLGATE PALMOLIVESOLE | COM | 564.31K | SH | $51.74M 1.20% | 564.31K | 0.00 | 0.00 |
ALPHABET CSOLE | CAP STK CL C | 144.87K | SH | $51.19M 1.19% | 144.87K | 0.00 | 0.00 |
WW GRAINGERSOLE | COM | 35.18K | SH | $47.86M 1.11% | 35.18K | 0.00 | 0.00 |
MASTERCARDSOLE | CL A | 91.50K | SH | $46.99M 1.09% | 91.50K | 0.00 | 0.00 |
MICRON TECHSOLE | COM | 39.82K | SH | $45.97M 1.07% | 39.82K | 0.00 | 0.00 |
SERVICENOWSOLE | COM | 427.84K | SH | $42.48M 0.99% | 427.84K | 0.00 | 0.00 |
PROLOGISSOLE | COM | 305.84K | SH | $41.43M 0.96% | 305.84K | 0.00 | 0.00 |
STRYKERSOLE | COM | 131.47K | SH | $41.39M 0.96% | 131.47K | 0.00 | 0.00 |
BLACKROCKSOLE | COM | 42.61K | SH | $40.97M 0.95% | 42.61K | 0.00 | 0.00 |
CAPITAL ONE FINSOLE | COM | 197.78K | SH | $39.68M 0.92% | 197.78K | 0.00 | 0.00 |
PROGRESSIVESOLE | COM | 180.98K | SH | $39.54M 0.92% | 180.98K | 0.00 | 0.00 |
FORTINETSOLE | COM | 255.62K | SH | $39.27M 0.91% | 255.62K | 0.00 | 0.00 |
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