E. Ohman J:or Asset Management AB reported 453 positions worth $4.47B for the quarter ended Sep 30, 2026, up 4.5% on the prior quarter. It opened 12 new positions, added to 110, trimmed 68 and exited 19. Its largest holding is Nvidia Corp at 8.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +81.6K | +141.9% | $49.94M | 1.91% |
| CRM Salesforce, Inc. | +120.1K | +63.5% | $27.57M | 1.59% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +48.7K | +552.3% | $25.48M | 0.673% |
| BALL BALL Corp | +447.6K | +6,582.4% | $25.08M | 0.57% |
| COHR Coherent Corp. | +84.7K | +1,696.9% | $24.37M | 0.578% |
| VLTO Veralto Corp | +224.5K | +1,914.0% | $21.17M | 0.499% |
| TXN Texas Instruments Inc | +70.0K | +215.1% | $19.61M | 0.643% |
| QXO QXO, Inc. | +1.20M | – | $14.05M | 0.314% |
| LITE Lumentum Holdings Inc. | +11.3K | +45.1% | $10.98M | 0.79% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +16.5K | +10.8% | $7.51M | 1.72% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -172.6K | -78.3% | $37.96M | 0.236% |
| GNRC Generac Holdings Inc. | -100.9K | -100.0% | $29.56M | Exited |
| FIX Comfort Systems Usa Inc | -14.2K | -92.2% | $23.56M | 0.045% |
| PANW Palo Alto Networks Inc | -57.7K | -36.9% | $22.92M | 0.876% |
| AVGO Broadcom Inc. | -56.2K | -11.2% | $19.75M | 3.51% |
| ROL Rollins Inc | -540.8K | -98.2% | $16.29M | <0.01% |
| FTNT Fortinet, Inc. | -85.0K | -33.2% | $15.19M | 0.683% |
| VEEV Veeva Systems Inc | -40.4K | -26.3% | $11.53M | 0.725% |
| FSLR First Solar, Inc. | -57.2K | -37.6% | $10.02M | 0.372% |
| SYK Stryker Corp | -32.0K | -24.3% | $8.81M | 0.613% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| QXO QXO, Inc. | +1.20M | $14.05M | 0.314% |
| SNDK Sandisk Corp | +3,780 | $6.58M | 0.147% |
| CAI Caris Life Sciences, Inc. | +125.0K | $3.83M | 0.086% |
| JKHY Jack Henry & Associates Inc | +19.3K | $2.76M | 0.062% |
| ALGM Allegro Microsystems, Inc. | +72.8K | $2.65M | 0.059% |
| HON Honeywell International Inc | +11.4K | $2.41M | 0.054% |
| LFUS Littelfuse Inc | +5,254 | $2.23M | 0.05% |
| KB KB Financial Group Inc. | +9,690 | $1.19M | 0.027% |
| KR Kroger Co | +17.7K | $1.04M | 0.023% |
| ATI Ati Inc | +5,061 | $958.55K | 0.021% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GNRC Generac Holdings Inc. | -100.9K | $29.56M | 0.692% |
| RKLB Rocket Lab Corp | -17.1K | $1.73M | 0.041% |
| ARRY Array Technologies, Inc. | -233.0K | $1.73M | 0.04% |
| PLNT Planet Fitness, Inc. | -33.0K | $1.72M | 0.04% |
| TEVA Teva Pharmaceutical Industries Ltd | -19.7K | $666.76K | 0.016% |
| CSL Carlisle Companies Inc | -1,500 | $544.13K | 0.013% |
| CLX Clorox Co | -5,650 | $539.24K | 0.013% |
| LULU lululemon athletica inc. | -4,350 | $496.68K | 0.012% |
| RPM Rpm International Inc | -4,306 | $478.61K | 0.011% |
| TRMB Trimble Inc. | -8,804 | $450.59K | 0.011% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 1.73M | $395.18M | 8.84% | -8,750 | -0.5% | Reduced | 0.01% |
| 2 | MSFT Microsoft Corp | Technology | 725.8K | $372.27M | 8.33% | -10.3K | -1.4% | Reduced | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 834.9K | $278.04M | 6.22% | -15.5K | -1.8% | Reduced | 0.01% |
| 4 | GOOGL Alphabet Inc. | Technology | 749.5K | $257.87M | 5.77% | +13.2K | +1.8% | Added | 0.01% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 829.0K | $206.54M | 4.62% | +12.9K | +1.6% | Added | 0.01% |
| 6 | AVGO Broadcom Inc. | Technology | 446.6K | $156.83M | 3.51% | -56.2K | -11.2% | Reduced | 0.01% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 313.4K | $103.70M | 2.32% | -2,610 | -0.8% | Reduced | 0.01% |
| 8 | V Visa Inc. | Financial Services | 285.4K | $102.55M | 2.3% | -7,441 | -2.5% | Reduced | 0.02% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 139.2K | $85.13M | 1.91% | +81.6K | +141.9% | Added | 0.01% |
| 10 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 168.4K | $76.80M | 1.72% | +16.5K | +10.8% | Added | 0% |
| 11 | LLY ELI LILLY & Co | Healthcare | 65.2K | $75.50M | 1.69% | -22 | 0.0% | Reduced | 0.01% |
| 12 | META Meta Platforms, Inc. | Technology | 98.2K | $71.18M | 1.59% | +737 | +0.8% | Added | 0% |
| 13 | CRM Salesforce, Inc. | Technology | 309.3K | $70.99M | 1.59% | +120.1K | +63.5% | Added | 0.04% |
| 14 | NOW ServiceNow, Inc. | Technology | 436.6K | $58.51M | 1.31% | +8,742 | +2.0% | Added | 0.04% |
| 15 | TMO Thermo Fisher Scientific Inc. | Healthcare | 78.3K | $52.86M | 1.18% | +423 | +0.5% | Added | 0.02% |
Tip. Select a row to see that position’s full history at E. Ohman J:or Asset Management AB.
As of its Q3 2026 13F filing, E. Ohman J:or Asset Management AB’s five largest positions were Nvidia Corp (NVDA) at 8.8%, Microsoft Corp (MSFT) at 8.3%, Apple Inc. (AAPL) at 6.2%, Alphabet Inc. (GOOGL) at 5.8%, Amazon Com Inc (AMZN) at 4.6% of the reported portfolio.
E. Ohman J:or Asset Management AB reported a 13F portfolio worth $4.47B across 453 positions for Q3 2026. That is up 4.5% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($49.94M), Salesforce, Inc. ($27.57M), Vertex Pharmaceuticals Inc / Ma ($25.48M). It opened 12 new positions.
Its largest sales by value were International Business Machines Corp ($37.96M), Generac Holdings Inc. ($29.56M), Comfort Systems Usa Inc ($23.56M). It exited 19 positions entirely.
From the Form 13F-HR reports E. Ohman J:or Asset Management AB files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.