Q3 2026 13F · SEC CIK 2009396

E. Ohman J:or Asset Management AB

Asset managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.5B
Reported positions: 455
Top holdings a year, 3 yrs: +16.3%
Average holding period: 3.0 yrs

E. Ohman J:or Asset Management AB is an asset manager that reported 455 positions worth $4.5B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 8.8%), Microsoft Corp (MSFT, 8.3%), Apple Inc (AAPL, 6.2%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 18.8% for the S&P 500.

E. Ohman J:or Asset Management AB holdings largest 50 of 455 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

E. Ohman J:or Asset Management AB 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.8%	8.1%	1,730,360	-0.5%	$395.2M
MSFTMicrosoft Corp	8.3%	6.4%	725,808	-1.4%	$372.3M
AAPLApple Inc	6.2%	5.7%	834,903	-1.8%	$278.0M
GOOGLAlphabet Inc	5.8%	6.1%	749,452	+1.8%	$257.9M
AMZNAmazon Com Inc	4.6%	4.5%	828,960	+1.6%	$206.5M
AVGOBroadcom Inc	3.5%	4.4%	446,562	-11.2%	$156.8M
JPMJpmorgan Chase & Co	2.3%	2.4%	313,441	-0.8%	$103.7M
VVisa Inc	2.3%	2.3%	285,394	-2.5%	$102.6M
AMDAdvanced Micro Devices Inc	1.9%	0.8%	139,164	+141.9%	$85.1M
TSMTaiwan Semiconductor Manufac	1.7%	1.7%	168,356	+10.8%	$76.8M
LLYEli Lilly & Co	1.7%	1.8%	65,248	-0.0%	$75.5M
METAMeta Platforms Inc	1.6%	1.3%	98,158	+0.8%	$71.2M
CRMSalesforce Inc	1.6%	0.7%	309,252	+63.5%	$71.0M
NOWServicenow Inc	1.3%	1.0%	436,578	+2.0%	$58.5M
TMOThermo Fisher Scientific Inc	1.2%	0.9%	78,308	+0.5%	$52.9M
GOOGAlphabet Inc	1.1%	1.2%	146,315	+1.0%	$49.9M
CLColgate Palmolive Co	1.1%	1.2%	564,471	+0.0%	$48.2M
BLKBlackrock Inc	1.0%	1.0%	42,616	+0.0%	$45.1M
MAMastercard Incorporated	1.0%	1.1%	81,367	-11.1%	$44.9M
GWWWw Grainger Inc	1.0%	1.1%	35,657	+1.4%	$44.4M
MUMicron Technology Inc	1.0%	1.1%	40,554	+1.8%	$43.2M
PANWPalo Alto Networks Inc	0.9%	1.2%	98,565	-36.9%	$39.2M
COFCapital One Finl Corp	0.9%	0.9%	201,161	+1.7%	$38.8M
PGRProgressive Corp	0.8%	0.9%	182,666	+0.9%	$37.9M
IBNIcici Bk Ltd	0.8%	0.9%	1,349,925	+0.5%	$37.2M
PLDPrologis Inc	0.8%	1.0%	274,040	-10.4%	$35.6M
LITELumentum Hldgs Inc	0.8%	0.5%	36,363	+45.1%	$35.3M
VEEVVeeva Sys Inc	0.7%	0.6%	113,455	-26.3%	$32.4M
DOVDover Corp	0.7%	0.8%	172,968	+17.7%	$32.4M
CEGConstellation Energy Corp	0.7%	0.7%	126,989	+9.9%	$32.3M
UBERUber Technologies Inc	0.7%	0.6%	469,520	+22.4%	$32.2M
MELIMercadolibre Inc	0.7%	0.8%	18,268	-4.6%	$31.6M
FTNTFortinet Inc	0.7%	0.9%	170,639	-33.2%	$30.5M
VRTXVertex Pharmaceuticals Inc	0.7%	—	57,554	—	$30.1M
ADSKAutodesk Inc	0.7%	0.6%	143,608	+12.2%	$30.0M
TXNTexas Instrs Inc	0.6%	—	102,541	—	$28.7M
RDNTRadnet Inc	0.6%	0.6%	397,856	-12.2%	$27.4M
SYKStryker Corporation	0.6%	1.0%	99,490	-24.3%	$27.4M
ACIAlbertsons Cos Inc	0.6%	0.7%	2,325,859	+0.2%	$27.0M
OKTAOkta Inc	0.6%	0.5%	127,856	-12.5%	$26.7M
WTSWatts Water Technologies Inc	0.6%	0.7%	74,667	-2.3%	$26.4M
COHRCoherent Corp	0.6%	—	89,666	—	$25.8M
BALLBall Corp	0.6%	—	454,400	—	$25.5M
PSMTPricesmart Inc	0.5%	0.7%	137,902	-12.1%	$23.3M
MCHPMicrochip Technology Inc.	0.5%	0.7%	288,167	-13.3%	$22.4M
VLTOVeralto Corp	0.5%	—	236,177	—	$22.3M
CYTKCytokinetics	0.5%	0.6%	305,255	+0.2%	$20.1M
LRCXLam Research Corp	0.4%	0.6%	58,601	+2.2%	$19.3M
AMATApplied Matls Inc	0.4%	0.6%	37,221	+2.1%	$19.0M
INTCIntel Corp	0.4%	0.5%	158,305	+2.1%	$19.0M

What E. Ohman J:or Asset Management AB bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.3% /yr; S&P 500 +20.1%
3 years: +16.3% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$4.5B	455
Q2 2026	$4.3B	465
Q1 2026	$3.8B	477
Q4 2025	$4.3B	480
Q3 2025	$4.2B	398
Q2 2025	$4.0B	401
Q1 2025	$3.8B	414
Q4 2024	$4.3B	425
Q3 2024	$4.0B	408
Q2 2024	$4.0B	415
Q1 2024	$3.9B	422
Q4 2023	$2.7B	409

Questions about E. Ohman J:or Asset Management AB's portfolio

What stocks does E. Ohman J:or Asset Management AB own?

E. Ohman J:or Asset Management AB's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 455 positions worth $4.5B. The largest are Nvidia Corporation (NVDA) at 8.8%, Microsoft Corp (MSFT) at 8.3%, Apple Inc (AAPL) at 6.2%, Alphabet Inc (GOOGL) at 5.8% and Amazon Com Inc (AMZN) at 4.6%.

What did E. Ohman J:or Asset Management AB buy last quarter?

In Q3 2026, E. Ohman J:or Asset Management AB added Advanced Micro Devices Inc (AMD) (+141.9% shares), Salesforce Inc (CRM) (+63.5% shares) and Lumentum Hldgs Inc (LITE) (+45.1% shares), compared with its Q2 2026 filing.

What did E. Ohman J:or Asset Management AB sell last quarter?

In Q3 2026, E. Ohman J:or Asset Management AB cut from its top 50 International Business Machs (IBM), cut from its top 50 First Solar Inc (FSLR), cut from its top 50 Comfort Sys USA Inc (FIX), cut from its top 50 Generac Hldgs Inc (GNRC), cut from its top 50 Rollins Inc (ROL), Palo Alto Networks Inc (PANW) (-36.9% shares), Fortinet Inc (FTNT) (-33.2% shares) and Veeva Sys Inc (VEEV) (-26.3% shares), compared with its Q2 2026 filing.

How has E. Ohman J:or Asset Management AB's portfolio performed?

A portfolio copying E. Ohman J:or Asset Management AB's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +9.3% against +20.1%.

When is E. Ohman J:or Asset Management AB's next 13F filing due?

13F filings are due 45 days after each quarter ends. E. Ohman J:or Asset Management AB's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.