EdgeMarket › What Seb Asset Management Ab reported owning
What Seb 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
23.4BPositions
680Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 1.7B | 7.2% | 9.7M | 214.72 | +22.4% |
| AAPL Apple Inc. | 1.3B | 5.4% | 5.0M | 309.35 | +36.9% |
| AZN ASTRAZENECA PLC | 1.2B | 4.9% | 6.0M | 165.98 | — |
| MSFT MICROSOFT CORP | 1.0B | 4.3% | 2.7M | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 631.5M | 2.7% | 3.0M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 591.5M | 2.5% | 1.9M | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 569.6M | 2.4% | 2.0M | 344.82 | +73.0% |
| GOOG Alphabet Inc. | 432.3M | 1.8% | 1.5M | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 405.0M | 1.7% | 708.0K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 356.2M | 1.5% | 387.3K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 356.2M | 1.5% | 1.2M | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 314.5M | 1.3% | 1.3M | 270.24 | +51.1% |
| MA Mastercard Inc | 293.6M | 1.3% | 587.5K | 580.63 | -2.0% |
| C CITIGROUP INC | 253.0M | 1.1% | 2.2M | 131.65 | +41.3% |
| TSLA Tesla, Inc. | 232.2M | 1.0% | 624.5K | 362.86 | +12.0% |
| BMY BRISTOL MYERS SQUIBB CO | 217.5M | 0.9% | 3.6M | 67.01 | +38.9% |
| ABBV AbbVie Inc. | 205.8M | 0.9% | 946.3K | 264.96 | +26.7% |
| MRK Merck & Co., Inc. | 197.6M | 0.8% | 1.6M | 152.55 | +80.2% |
| V VISA INC. | 181.2M | 0.8% | 599.6K | 371.04 | +7.9% |
| WMT Walmart Inc. | 179.5M | 0.8% | 1.4M | 103.70 | +1.1% |
| AMAT APPLIED MATERIALS INC /DE | 175.0M | 0.7% | 512.1K | 492.32 | +205.9% |
| GM General Motors Co | 171.9M | 0.7% | 2.3M | 87.93 | +54.9% |
| GILD GILEAD SCIENCES, INC. | 171.8M | 0.7% | 1.2M | 146.12 | +23.1% |
| CB Chubb Ltd | 169.5M | 0.7% | 519.9K | 340.99 | +21.9% |
| MELI MERCADOLIBRE INC | 162.6M | 0.7% | 94.0K | 1,922.73 | -17.7% |
| TD TORONTO DOMINION BANK | 139.1M | 0.6% | 1.5M | 117.15 | +58.9% |
| COR Cencora, Inc. | 134.1M | 0.6% | 427.0K | 318.04 | +4.7% |
| ADBE ADOBE INC. | 131.7M | 0.6% | 541.9K | 275.30 | -22.1% |
| BSX BOSTON SCIENTIFIC CORP | 130.3M | 0.6% | 2.1M | 50.37 | -52.5% |
| MCK MCKESSON CORP | 129.8M | 0.6% | 149.9K | 858.90 | +22.2% |
| PG PROCTER & GAMBLE Co | 127.7M | 0.5% | 883.9K | 144.68 | -9.3% |
| TFC TRUIST FINANCIAL CORP | 124.1M | 0.5% | 2.7M | 50.42 | +13.6% |
| MU MICRON TECHNOLOGY INC | 121.4M | 0.5% | 359.4K | 966.78 | +724.8% |
| KLAC KLA CORP | 115.8M | 0.5% | 78.6K | 183.99 | +109.5% |
| MSI Motorola Solutions, Inc. | 112.7M | 0.5% | 259.8K | 480.47 | +4.0% |
| EW Edwards Lifesciences Corp | 109.7M | 0.5% | 1.4M | 89.79 | +10.3% |
| ADSK Autodesk, Inc. | 104.4M | 0.4% | 436.0K | 253.82 | -12.1% |
| NFLX NETFLIX INC | 99.4M | 0.4% | 1.0M | 79.59 | -34.4% |
| CSCO CISCO SYSTEMS, INC. | 99.1M | 0.4% | 1.3M | 111.04 | +65.5% |
| BAC BANK OF AMERICA CORP /DE/ | 95.7M | 0.4% | 2.0M | 61.69 | +27.6% |
| LRCX LAM RESEARCH CORP | 94.8M | 0.4% | 443.9K | 314.00 | +216.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 93.5M | 0.4% | 190.3K | 629.27 | +27.2% |
| ANET Arista Networks, Inc. | 93.2M | 0.4% | 759.3K | 188.65 | +43.5% |
| CL COLGATE PALMOLIVE CO | 91.1M | 0.4% | 1.1M | 91.08 | +5.8% |
| NTAP NetApp, Inc. | 90.0M | 0.4% | 878.8K | 192.27 | +77.3% |
| CDNS CADENCE DESIGN SYSTEMS INC | 89.9M | 0.4% | 323.5K | 319.02 | -7.7% |
| PANW Palo Alto Networks Inc | 89.4M | 0.4% | 557.7K | 357.87 | +94.0% |
| CRM Salesforce, Inc. | 88.2M | 0.4% | 472.5K | 209.17 | -15.1% |
| SYK STRYKER CORP | 86.5M | 0.4% | 263.4K | 329.45 | -15.9% |
| BKNG Booking Holdings Inc. | 86.4M | 0.4% | 20.5K | 209.62 | -7.1% |
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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