E. Ohman J:or Asset Management AB — 13F Holdings & Portfolio
CIK 2009396 · latest 13F-HR filed 2026-04-16
E. Ohman J:or Asset Management AB manages $3.78B in 13F-reported U.S. long-equity assets across 477 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.15%), MSFT (7.18%), GOOGL (5.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 19 new positions, exited 22, added to 122, and trimmed 254.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.78B
Long-equity book
477
Distinct positions
2026-03-31
Filed 2026-04-16
+19 / −22 / ↑122 / ↓254
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TAIWAN SEMICOND ADR$26.1M +139.1%
- MERCADOLIBRE$20.5M +207.0%
- UBER TECHNOLOGIES$19.6M +348.9%
- CBOE GLOBAL MARKETS$19.0M +55.8%
- PRICESMART$17.3M +685.0%
Top Trims
- MICROSOFT-$101.3M -27.1%
- ALPHABET A-$68.1M -23.8%
- AMAZON-$50.5M -22.2%
- INTUIT-$44.8M -50.2%
- IBM-$41.4M -42.3%
New Positions
- GENERAC HOLDINGS$20.0M
- AKAMAI TECH$15.8M
- CAVA GROUP$3.3M
- OCULAR THERAPEUTIX$2.5M
- GLOBE LIFE$2.5M
Exited Positions
- DOXIMITY$24.7M
- BELLRING BRANDS$19.0M
- PENUMBRA$5.8M
- SHIFT4 PAYMENTS$2.5M
- VITAL FARMS$1.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA | NVDA | 67066G104 | $308.4M | 8.15% | 1,768,209 | SH |
| 2 | MICROSOFT | MSFT | 594918104 | $271.8M | 7.18% | 734,309 | SH |
| 3 | ALPHABET A | GOOGL | 02079K305 | $217.7M | 5.75% | 757,028 | SH |
| 4 | APPLE | AAPL | 037833100 | $215.8M | 5.70% | 850,212 | SH |
| 5 | AMAZON | AMZN | 023135106 | $177.4M | 4.69% | 851,637 | SH |
| 6 | BROADCOM | AVGO | 11135F101 | $159.1M | 4.20% | 513,881 | SH |
| 7 | JP MORGAN CHASE | JPM | 46625H100 | $80.8M | 2.13% | 274,514 | SH |
| 8 | VISA A | V | 92826C839 | $73.5M | 1.94% | 243,281 | SH |
| 9 | META PLATFORMS | META | 30303M102 | $65.8M | 1.74% | 115,079 | SH |
| 10 | IBM | IBM | 459200101 | $56.6M | 1.49% | 233,310 | SH |
| 11 | GILEAD SCIENCES | GILD | 375558103 | $53.2M | 1.41% | 382,002 | SH |
| 12 | CBOE GLOBAL MARKETS | CBOE | 12503M108 | $53.1M | 1.40% | 188,877 | SH |
| 13 | AT&T | T | 00206R102 | $49.7M | 1.31% | 1,714,668 | SH |
| 14 | MASTERCARD | MA | 57636Q104 | $48.6M | 1.28% | 97,169 | SH |
| 15 | TAIWAN SEMICOND ADR | TSM | 874039100 | $45.0M | 1.19% | 133,016 | SH |
| 16 | INTUIT | INTU | 461202103 | $44.4M | 1.17% | 102,678 | SH |
| 17 | COLGATE PALMOLIVE | CL | 194162103 | $41.9M | 1.11% | 491,735 | SH |
| 18 | ALPHABET C | GOOG | 02079K107 | $41.9M | 1.11% | 145,945 | SH |
| 19 | PROLOGIS | PLD | 74340W103 | $40.8M | 1.08% | 308,990 | SH |
| 20 | PROGRESSIVE | PGR | 743315103 | $38.4M | 1.01% | 193,595 | SH |
| 21 | PALO ALTO NETWORKS | PANW | 697435105 | $38.2M | 1.01% | 238,216 | SH |
| 22 | WW GRAINGER | GWW | 384802104 | $37.9M | 1.00% | 34,781 | SH |
| 23 | THERMO FISCHER SCIEN | TMO | 883556102 | $37.9M | 1.00% | 77,071 | SH |
| 24 | BOSTON SCIENT | BSX | 101137107 | $37.2M | 0.98% | 593,165 | SH |
| 25 | BLACKROCK | BLK | 09290D101 | $34.9M | 0.92% | 36,251 | SH |
| 26 | ALBERTSONS COMPANIES | ACI | 013091103 | $34.7M | 0.92% | 2,036,014 | SH |
| 27 | ROLLINS | ROL | 775711104 | $33.3M | 0.88% | 623,562 | SH |
| 28 | SALESFORCE | CRM | 79466L302 | $32.6M | 0.86% | 174,606 | SH |
| 29 | ICICI BANK LTD ADR | IBN | 45104G104 | $32.5M | 0.86% | 1,256,149 | SH |
| 30 | CONSTELLATION ENERGY | CEG | 21037T109 | $31.8M | 0.84% | 114,027 | SH |
| 31 | AUTODESK | ADSK | 052769106 | $30.6M | 0.81% | 128,018 | SH |
| 32 | MERCADOLIBRE | MELI | 58733R102 | $30.4M | 0.80% | 17,596 | SH |
| 33 | MICROCHIP TECHNOLOGY | MCHP | 595017104 | $27.8M | 0.74% | 430,616 | SH |
| 34 | SERVICENOW | NOW | 81762P102 | $27.6M | 0.73% | 264,107 | SH |
| 35 | FIRST SOLAR | FSLR | 336433107 | $27.1M | 0.72% | 137,176 | SH |
| 36 | VEEVA SYSTEMS | VEEV | 922475108 | $26.4M | 0.70% | 150,224 | SH |
| 37 | ELI LILLY | LLY | 532457108 | $25.3M | 0.67% | 27,497 | SH |
| 38 | UBER TECHNOLOGIES | UBER | 90353T100 | $25.2M | 0.67% | 350,550 | SH |
| 39 | COMFORT SYSTEMS USA | FIX | 199908104 | $24.6M | 0.65% | 17,819 | SH |
| 40 | FIRST CITIZENS BANCS | FCNCA | 31946M103 | $24.4M | 0.64% | 12,938 | SH |
| 41 | FORTINET | FTNT | 34959E109 | $23.3M | 0.62% | 285,059 | SH |
| 42 | COGNIZANT TECH | CTSH | 192446102 | $20.6M | 0.54% | 336,161 | SH |
| 43 | GENERAC HOLDINGS | GNRC | 368736104 | $20.0M | 0.53% | 102,245 | SH |
| 44 | PRICESMART | PSMT | 741511109 | $19.9M | 0.52% | 131,990 | SH |
| 45 | CYTOKINETICS | CYTK | 23282W605 | $19.8M | 0.52% | 300,762 | SH |
| 46 | WATTS WATER TECHN | WTS | 942749102 | $18.7M | 0.50% | 64,549 | SH |
| 47 | TOPBUILD CORP | BLD | 89055F103 | $17.2M | 0.45% | 48,898 | SH |
| 48 | AKAMAI TECH | AKAM | 00971T101 | $15.8M | 0.42% | 138,000 | SH |
| 49 | CORE & MAIN | CNM | 21874C102 | $15.3M | 0.41% | 310,530 | SH |
| 50 | WALMART | WMT | 931142103 | $14.3M | 0.38% | 114,980 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $3.78B | 477 | 0001104659-26-044036 |
| 2025-12-31 | 2026-01-12 | $4.30B | 480 | 0001104659-26-002777 |