Filed: 8/4/2026ACC: 0002127509-26-000003
📋 What this filing means
SEB ASSET MANAGEMENT AB filed this quarterly 13F‑HR report disclosing 700 equity positions with a total reported market value of $26.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
700
Positions
$26.56B
Total AUM (reported)
174.09M
Total Shares
Allocation by class
COM$19.76B74.4%
COM NEW$1.20B4.5%
ORD$1.13B4.3%
CL A$1.04B3.9%
CAP STK CL A$702.61M2.6%
CAP STK CL C$568.45M2.1%
COM CL A$498.12M1.9%
Portfolio Concentration
Top 3$4.36B16.4%
4–10$4.70B17.7%
11–25$3.98B15.0%
Rest$13.52B50.9%
Top 3 weight
16.4%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 174.09M
Sole
Full voting authority
173.23M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
853.28K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole700
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings700
Rows:
NVIDIA CORPORATION
SOLEShares9.18M
TypeSH
Market value$1.84B
6.91%
Sole
9.12M
Shared
0.00
None
59.56K
APPLE INC
SOLEShares4.99M
TypeSH
Market value$1.45B
5.44%
Sole
4.96M
Shared
0.00
None
34.35K
ASTRAZENECA PLC
SOLEShares5.74M
TypeSH
Market value$1.08B
4.06%
Sole
5.69M
Shared
0.00
None
42.21K
MICROSOFT CORP
SOLEShares2.76M
TypeSH
Market value$1.03B
3.87%
Sole
2.74M
Shared
0.00
None
17.08K
AMAZON COM INC
SOLEShares3.09M
TypeSH
Market value$736.35M
2.77%
Sole
3.08M
Shared
0.00
None
10.98K
ALPHABET INC
SOLEShares1.97M
TypeSH
Market value$702.61M
2.65%
Sole
1.96M
Shared
0.00
None
4.57K
BROADCOM INC
SOLEShares1.77M
TypeSH
Market value$666.74M
2.51%
Sole
1.75M
Shared
0.00
None
10.51K
ALPHABET INC
SOLEShares1.61M
TypeSH
Market value$568.45M
2.14%
Sole
1.60M
Shared
0.00
None
8.17K
MICRON TECHNOLOGY INC
SOLEShares460.70K
TypeSH
Market value$531.78M
2.00%
Sole
458.44K
Shared
0.00
None
2.25K
ELI LILLY & CO
SOLEShares390.20K
TypeSH
Market value$468.01M
1.76%
Sole
388.13K
Shared
0.00
None
2.07K
META PLATFORMS INC
SOLEShares713.83K
TypeSH
Market value$402.09M
1.51%
Sole
711.25K
Shared
0.00
None
2.57K
ADVANCED MICRO DEVICES INC
SOLEShares640.03K
TypeSH
Market value$371.80M
1.40%
Sole
634.68K
Shared
0.00
None
5.35K
JPMORGAN CHASE & CO
SOLEShares1.04M
TypeSH
Market value$341.37M
1.29%
Sole
1.04M
Shared
0.00
None
7.58K
JOHNSON & JOHNSON
SOLEShares1.30M
TypeSH
Market value$331.04M
1.25%
Sole
1.30M
Shared
0.00
None
3.65K
APPLIED MATLS INC
SOLEShares451.70K
TypeSH
Market value$326.58M
1.23%
Sole
450.25K
Shared
0.00
None
1.45K
TESLA INC
SOLEShares670K
TypeSH
Market value$281.80M
1.06%
Sole
665.13K
Shared
0.00
None
4.87K
CISCO SYS INC
SOLEShares2.02M
TypeSH
Market value$237.78M
0.90%
Sole
2.01M
Shared
0.00
None
16.75K
MASTERCARD INCORPORATED
SOLEShares445.20K
TypeSH
Market value$228.65M
0.86%
Sole
442.68K
Shared
0.00
None
2.52K
CITIGROUP INC
SOLEShares1.62M
TypeSH
Market value$226.72M
0.85%
Sole
1.62M
Shared
0.00
None
1.93K
MERCK & CO INC
SOLEShares1.66M
TypeSH
Market value$212.80M
0.80%
Sole
1.65M
Shared
0.00
None
8.38K
ABBVIE INC
SOLEShares838.32K
TypeSH
Market value$210.96M
0.79%
Sole
834.14K
Shared
0.00
None
4.18K
INTEL CORP
SOLEShares1.51M
TypeSH
Market value$210.62M
0.79%
Sole
1.50M
Shared
0.00
None
11.46K
VISA INC
SOLEShares600.99K
TypeSH
Market value$206.19M
0.78%
Sole
596.03K
Shared
0.00
None
4.97K
KLA CORP
SOLEShares650.04K
TypeSH
Market value$196.12M
0.74%
Sole
644.97K
Shared
0.00
None
5.07K
LAM RESEARCH CORP
SOLEShares448.91K
TypeSH
Market value$194.53M
0.73%
Sole
446.42K
Shared
0.00
None
2.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 9.18M | SH | $1.84B 6.91% | 9.12M | 0.00 | 59.56K |
APPLE INCSOLE | COM | 4.99M | SH | $1.45B 5.44% | 4.96M | 0.00 | 34.35K |
ASTRAZENECA PLCSOLE | ORD | 5.74M | SH | $1.08B 4.06% | 5.69M | 0.00 | 42.21K |
MICROSOFT CORPSOLE | COM | 2.76M | SH | $1.03B 3.87% | 2.74M | 0.00 | 17.08K |
AMAZON COM INCSOLE | COM | 3.09M | SH | $736.35M 2.77% | 3.08M | 0.00 | 10.98K |
ALPHABET INCSOLE | CAP STK CL A | 1.97M | SH | $702.61M 2.65% | 1.96M | 0.00 | 4.57K |
BROADCOM INCSOLE | COM | 1.77M | SH | $666.74M 2.51% | 1.75M | 0.00 | 10.51K |
ALPHABET INCSOLE | CAP STK CL C | 1.61M | SH | $568.45M 2.14% | 1.60M | 0.00 | 8.17K |
MICRON TECHNOLOGY INCSOLE | COM | 460.70K | SH | $531.78M 2.00% | 458.44K | 0.00 | 2.25K |
ELI LILLY & COSOLE | COM | 390.20K | SH | $468.01M 1.76% | 388.13K | 0.00 | 2.07K |
META PLATFORMS INCSOLE | CL A | 713.83K | SH | $402.09M 1.51% | 711.25K | 0.00 | 2.57K |
ADVANCED MICRO DEVICES INCSOLE | COM | 640.03K | SH | $371.80M 1.40% | 634.68K | 0.00 | 5.35K |
JPMORGAN CHASE & COSOLE | COM | 1.04M | SH | $341.37M 1.29% | 1.04M | 0.00 | 7.58K |
JOHNSON & JOHNSONSOLE | COM | 1.30M | SH | $331.04M 1.25% | 1.30M | 0.00 | 3.65K |
APPLIED MATLS INCSOLE | COM | 451.70K | SH | $326.58M 1.23% | 450.25K | 0.00 | 1.45K |
TESLA INCSOLE | COM | 670K | SH | $281.80M 1.06% | 665.13K | 0.00 | 4.87K |
CISCO SYS INCSOLE | COM | 2.02M | SH | $237.78M 0.90% | 2.01M | 0.00 | 16.75K |
MASTERCARD INCORPORATEDSOLE | CL A | 445.20K | SH | $228.65M 0.86% | 442.68K | 0.00 | 2.52K |
CITIGROUP INCSOLE | COM NEW | 1.62M | SH | $226.72M 0.85% | 1.62M | 0.00 | 1.93K |
MERCK & CO INCSOLE | COM | 1.66M | SH | $212.80M 0.80% | 1.65M | 0.00 | 8.38K |
ABBVIE INCSOLE | COM | 838.32K | SH | $210.96M 0.79% | 834.14K | 0.00 | 4.18K |
INTEL CORPSOLE | COM | 1.51M | SH | $210.62M 0.79% | 1.50M | 0.00 | 11.46K |
VISA INCSOLE | COM CL A | 600.99K | SH | $206.19M 0.78% | 596.03K | 0.00 | 4.97K |
KLA CORPSOLE | COM NEW | 650.04K | SH | $196.12M 0.74% | 644.97K | 0.00 | 5.07K |
LAM RESEARCH CORPSOLE | COM NEW | 448.91K | SH | $194.53M 0.73% | 446.42K | 0.00 | 2.49K |
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