EdgeMarket › What E. Ohman J:Or Asset Management Ab reported owning
What E. Ohman J:Or Asset Management Ab reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.8BPositions
477Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 308.4M | 8.1% | 1.8M | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 271.8M | 7.2% | 734.3K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 217.7M | 5.8% | 757.0K | 344.82 | +73.0% |
| AAPL Apple Inc. | 215.8M | 5.7% | 850.2K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 177.4M | 4.7% | 851.6K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 159.1M | 4.2% | 513.9K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 80.8M | 2.1% | 274.5K | 351.58 | +20.3% |
| V VISA INC. | 73.5M | 1.9% | 243.3K | 371.04 | +7.9% |
| META Meta Platforms, Inc. | 65.8M | 1.7% | 115.1K | 549.90 | -26.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 56.6M | 1.5% | 233.3K | 235.68 | -2.8% |
| GILD GILEAD SCIENCES, INC. | 53.2M | 1.4% | 382.0K | 146.12 | +23.1% |
| CBOE Cboe Global Markets, Inc. | 53.1M | 1.4% | 188.9K | 300.74 | +19.4% |
| T AT&T INC. | 49.7M | 1.3% | 1.7M | 25.29 | -13.6% |
| MA Mastercard Inc | 48.6M | 1.3% | 97.2K | 580.63 | -2.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 45.0M | 1.2% | 133.0K | 418.95 | +83.3% |
| INTU INTUIT INC. | 44.4M | 1.2% | 102.7K | 367.00 | -47.5% |
| CL COLGATE PALMOLIVE CO | 41.9M | 1.1% | 491.7K | 91.08 | +5.8% |
| GOOG Alphabet Inc. | 41.9M | 1.1% | 145.9K | 341.75 | +70.7% |
| PLD Prologis, Inc. | 40.8M | 1.1% | 309.0K | 141.80 | +28.7% |
| PGR PROGRESSIVE CORP/OH/ | 38.4M | 1.0% | 193.6K | 219.28 | -13.2% |
| PANW Palo Alto Networks Inc | 38.2M | 1.0% | 238.2K | 357.87 | +94.0% |
| GWW W.W. GRAINGER, INC. | 37.9M | 1.0% | 34.8K | 1,312.24 | +31.3% |
| TMO THERMO FISHER SCIENTIFIC INC. | 37.9M | 1.0% | 77.1K | 629.27 | +27.2% |
| BSX BOSTON SCIENTIFIC CORP | 37.2M | 1.0% | 593.2K | 50.37 | -52.5% |
| BLK BlackRock, Inc. | 34.9M | 0.9% | 36.3K | 1,156.55 | +2.5% |
| ACI Albertsons Companies, Inc. | 34.7M | 0.9% | 2.0M | 12.38 | -37.2% |
| ROL ROLLINS INC | 33.3M | 0.9% | 623.6K | 36.91 | -36.8% |
| CRM Salesforce, Inc. | 32.6M | 0.9% | 174.6K | 209.17 | -15.1% |
| IBN ICICI BANK LTD | 32.5M | 0.9% | 1.3M | 29.91 | -9.9% |
| CEG Constellation Energy Corp | 31.8M | 0.8% | 114.0K | 272.88 | -13.2% |
| ADSK Autodesk, Inc. | 30.6M | 0.8% | 128.0K | 253.82 | -12.1% |
| MELI MERCADOLIBRE INC | 30.4M | 0.8% | 17.6K | 1,922.73 | -17.7% |
| MCHP MICROCHIP TECHNOLOGY INC | 27.8M | 0.7% | 430.6K | 76.08 | +14.0% |
| NOW ServiceNow, Inc. | 27.6M | 0.7% | 264.1K | 128.48 | -27.8% |
| FSLR FIRST SOLAR, INC. | 27.1M | 0.7% | 137.2K | 214.28 | +3.8% |
| VEEV VEEVA SYSTEMS INC | 26.4M | 0.7% | 150.2K | 247.90 | -12.7% |
| LLY ELI LILLY & Co | 25.3M | 0.7% | 27.5K | 1,255.40 | +78.0% |
| UBER Uber Technologies, Inc | 25.2M | 0.7% | 350.6K | 78.80 | -15.9% |
| FIX COMFORT SYSTEMS USA INC | 24.6M | 0.6% | 17.8K | 1,655.61 | +143.1% |
| FCNCA FIRST CITIZENS BANCSHARES INC /DE/ | 24.4M | 0.6% | 12.9K | 2,183.54 | +13.1% |
| FTNT Fortinet, Inc. | 23.3M | 0.6% | 285.1K | 153.51 | +92.8% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP | 20.6M | 0.5% | 336.2K | 61.87 | -12.2% |
| GNRC GENERAC HOLDINGS INC. | 20.0M | 0.5% | 102.2K | 205.98 | +8.6% |
| PSMT PRICESMART INC | 19.9M | 0.5% | 132.0K | 172.87 | +58.9% |
| CYTK CYTOKINETICS INC | 19.8M | 0.5% | 300.8K | 76.84 | +105.9% |
| WTS WATTS WATER TECHNOLOGIES INC | 18.7M | 0.5% | 64.5K | 375.57 | +35.9% |
| unmapped CUSIP 89055F103 | 17.2M | 0.5% | 48.9K | — | — |
| AKAM AKAMAI TECHNOLOGIES INC | 15.8M | 0.4% | 138.0K | 110.42 | +45.2% |
| CNM Core & Main, Inc. | 15.3M | 0.4% | 310.5K | 44.88 | -29.8% |
| WMT Walmart Inc. | 14.3M | 0.4% | 115.0K | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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