E. Ohman J:or Asset Management AB

STOCKHOLM, V7 · CIK 2009396 · 13F filing filed 2026-07-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyStockholm

$4.3bn reported value +13.7% vs Q1 2026

465positions

43.5%in top 10

11 new 143 added 81 reduced 23 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Lannebo Kapitalforvaltning AB – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,739,110	$348.0m8.09%	8.09%	Reduced -29.1k	-29,099 -1.6%
2	MICROSOFT CORP COM MSFT	MSFT	736,068	$274.6m6.38%	6.38%	Added +1.8k	+1,759 0.2%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	736,288	$263.1m6.11%	6.11%	Reduced -20.7k	-20,740 -2.7%
4	APPLE INC COM AAPL	AAPL	850,401	$246.1m5.72%	5.72%	Added +189	+189 0.0%
5	AMAZON COM INC COM AMZN	AMZN	816,066	$194.5m4.52%	4.52%	Reduced -35.6k	-35,571 -4.2%
6	BROADCOM INC COM AVGO	AVGO	502,788	$189.9m4.41%	4.41%	Reduced -11.1k	-11,093 -2.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	316,051	$103.5m2.40%	2.40%	Added +41.5k	+41,537 15.1%
8	VISA INC COM CL A V	V	292,835	$100.5m2.33%	2.33%	Added +49.6k	+49,554 20.4%
9	ELI LILLY & CO COM LLY	LLY	65,270	$78.3m1.82%	1.82%	Added +37.8k	+37,773 137.4%
10	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	151,891	$72.5m1.69%	1.69%	Added +18.9k	+18,875 14.2%
11	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	220,477	$62.0m1.44%	1.44%	Reduced -12.8k	-12,833 -5.5%
12	META PLATFORMS INC CL A META	META	97,421	$54.9m1.28%	1.28%	Reduced -17.7k	-17,658 -15.3%
13	PALO ALTO NETWORKS INC COM PANW	PANW	156,265	$53.3m1.24%	1.24%	Reduced -82.0k	-81,951 -34.4%
14	COLGATE PALMOLIVE CO COM CL	CL	564,311	$51.7m1.20%	1.20%	Added +72.6k	+72,576 14.8%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	144,865	$51.2m1.19%	1.19%	Reduced -1.1k	-1,080 -0.7%
16	GRAINGER W W INC COM GWW	GWW	35,180	$47.9m1.11%	1.11%	Added +399	+399 1.1%
17	MASTERCARD INCORPORATED CL A MA	MA	91,500	$47.0m1.09%	1.09%	Reduced -5.7k	-5,669 -5.8%
18	MICRON TECHNOLOGY INC COM MU	MU	39,824	$46.0m1.07%	1.07%	Added +1.4k	+1,420 3.7%
19	SERVICENOW INC COM NOW	NOW	427,836	$42.5m0.99%	0.99%	Added +163.7k	+163,729 62.0%
20	PROLOGIS INC. COM PLD	PLD	305,836	$41.4m0.96%	0.96%	Reduced -3.2k	-3,154 -1.0%
21	STRYKER CORPORATION COM SYK	SYK	131,471	$41.4m0.96%	0.96%	Added +119.6k	+119,605 1008.0%
22	BLACKROCK INC COM BLK	BLK	42,612	$41.0m0.95%	0.95%	Added +6.4k	+6,361 17.6%
23	CAPITAL ONE FINL CORP COM COF	COF	197,779	$39.7m0.92%	0.92%	Added +175.7k	+175,681 795.0%
24	PROGRESSIVE CORP COM PGR	PGR	180,983	$39.5m0.92%	0.92%	Reduced -12.6k	-12,612 -6.5%
25	FORTINET INC COM FTNT	FTNT	255,619	$39.3m0.91%	0.91%	Reduced -29.4k	-29,440 -10.3%
26	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	77,885	$39.0m0.91%	0.91%	Added +814	+814 1.1%
27	ICICI BANK LIMITED ADR IBN	IBN	1,343,744	$39.0m0.91%	0.91%	Added +87.6k	+87,595 7.0%
28	FIRST SOLAR INC COM FSLR	FSLR	151,973	$35.9m0.83%	0.83%	Added +14.8k	+14,797 10.8%
29	ADVANCED MICRO DEVICES INC COM AMD	AMD	57,524	$33.4m0.78%	0.78%	Reduced -3.3k	-3,330 -5.5%
30	DOVER CORP COM DOV	DOV	146,949	$33.0m0.77%	0.77%	Added +142.5k	+142,465 3177.2%
31	MERCADOLIBRE INC COM MELI	MELI	19,145	$32.5m0.76%	0.76%	Added +1.5k	+1,549 8.8%
32	ALBERTSONS COS INC COMMON STOCK ACI	ACI	2,321,294	$31.4m0.73%	0.73%	Added +285.3k	+285,280 14.0%
33	PRICESMART INC COM PSMT	PSMT	156,929	$30.7m0.71%	0.71%	Added +24.9k	+24,939 18.9%
34	COMFORT SYS USA INC COM FIX	FIX	15,448	$30.6m0.71%	0.71%	Reduced -2.4k	-2,371 -13.3%
35	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	332,367	$30.3m0.70%	0.70%	Reduced -98.2k	-98,249 -22.8%
36	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	76,425	$29.9m0.70%	0.70%	Added +11.9k	+11,876 18.4%
37	SALESFORCE INC COM CRM	CRM	189,144	$29.6m0.69%	0.69%	Added +14.5k	+14,538 8.3%
38	GENERAC HLDGS INC COM GNRC	GNRC	100,936	$29.6m0.69%	0.69%	Reduced -1.3k	-1,309 -1.3%
39	CONSTELLATION ENERGY CORP COM CEG	CEG	115,523	$28.7m0.67%	0.67%	Added +1.5k	+1,496 1.3%
40	RADNET INC COM RDNT	RDNT	452,966	$27.9m0.65%	0.65%	Added +416.6k	+416,563 1144.3%
41	UBER TECHNOLOGIES INC COM UBER	UBER	383,520	$27.7m0.64%	0.64%	Added +33.0k	+32,970 9.4%
42	VEEVA SYS INC CL A COM VEEV	VEEV	153,855	$27.3m0.63%	0.63%	Added +3.6k	+3,631 2.4%
43	APPLIED MATLS INC COM AMAT	AMAT	36,471	$26.4m0.61%	0.61%	Added +1.0k	+1,020 2.9%
44	CYTOKINETICS INC COM NEW CYTK	CYTK	304,611	$25.9m0.60%	0.60%	Added +3.8k	+3,849 1.3%
45	AUTODESK INC COM ADSK	ADSK	128,018	$24.9m0.58%	0.58%	Unchanged
46	LAM RESEARCH CORP COM NEW LRCX	LRCX	57,351	$24.9m0.58%	0.58%	Added +1.4k	+1,430 2.6%
47	ROLLINS INC COM ROL	ROL	550,668	$23.0m0.53%	0.53%	Reduced -72.9k	-72,894 -11.7%
48	INTEL CORP COM INTC	INTC	155,005	$21.6m0.50%	0.50%	Reduced -45.2k	-45,241 -22.6%
49	LUMENTUM HLDGS INC COM LITE	LITE	25,061	$21.5m0.50%	0.50%	Added +22.7k	+22,661 944.2%
50	OKTA INC CL A OKTA	OKTA	146,156	$19.9m0.46%	0.46%	Added +140.3k	+140,300 2395.8%
51	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	168,612	$19.9m0.46%	0.46%	Added +30.6k	+30,612 22.2%
52	WALMART INC COM WMT	WMT	170,280	$19.3m0.45%	0.45%	Added +55.3k	+55,300 48.1%
53	TOPBUILD CORP COM BLD	BLD	51,382	$18.2m0.42%	0.42%	Added +2.5k	+2,484 5.1%
54	CISCO SYS INC COM CSCO	CSCO	138,948	$16.3m0.38%	0.38%	Added +3.3k	+3,300 2.4%
55	ABBVIE INC COM ABBV	ABBV	62,362	$15.7m0.36%	0.36%	Added +2.2k	+2,250 3.7%
56	JOHNSON & JOHNSON COM JNJ	JNJ	59,384	$15.1m0.35%	0.35%	Added +2.1k	+2,100 3.7%
57	HOME DEPOT INC COM HD	HD	40,493	$14.3m0.33%	0.33%	Added +1.6k	+1,550 4.0%
58	KLA CORP COM NEW KLAC	KLAC	45,860	$13.8m0.32%	0.32%	Reduced -2.5k	-2,500 -5.2%
59	UNITEDHEALTH GROUP INC COM UNH	UNH	31,689	$13.2m0.31%	0.31%	Added +910	+910 3.0%
60	PROCTER AND GAMBLE CO COM PG	PG	89,318	$13.1m0.30%	0.30%	Added +1.6k	+1,600 1.8%
61	COCA COLA CO COM KO	KO	149,265	$12.1m0.28%	0.28%	Reduced -3.9k	-3,900 -2.5%
62	MARVELL TECHNOLOGY INC COM MRVL	MRVL	39,567	$11.8m0.27%	0.27%	Added +2.7k	+2,700 7.3%
63	DEERE & CO COM DE	DE	18,290	$11.6m0.27%	0.27%	Reduced -280	-280 -1.5%
64	MERCK & CO INC COM MRK	MRK	87,897	$11.3m0.26%	0.26%	Added +2.8k	+2,840 3.3%
65	GE VERNOVA INC COM GEV	GEV	9,160	$10.8m0.25%	0.25%	Added +230	+230 2.6%
66	BANK AMERICA CORP COM BAC	BAC	185,480	$10.6m0.25%	0.25%	Added +3.6k	+3,600 2.0%
67	GOLDMAN SACHS GROUP INC COM GS	GS	10,361	$10.5m0.24%	0.24%	Added +80	+80 0.8%
68	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	26,069	$10.4m0.24%	0.24%	Added +4.5k	+4,479 20.8%
69	TEXAS INSTRS INC COM TXN	TXN	32,541	$9.7m0.23%	0.23%	Reduced -1.4k	-1,370 -4.0%
70	NETFLIX INC COM NFLX	NFLX	130,981	$9.4m0.22%	0.22%	Added +3.8k	+3,840 3.0%
71	ORACLE CORP COM ORCL	ORCL	61,052	$8.9m0.21%	0.21%	Added +2.4k	+2,350 4.0%
72	MORGAN STANLEY COM NEW MS	MS	42,627	$8.9m0.21%	0.21%	Added +2.5k	+2,510 6.3%
73	CITIGROUP INC COM NEW C	C	59,778	$8.4m0.19%	0.19%	Reduced -1.5k	-1,500 -2.5%
74	WESTERN DIGITAL CORP COM WDC	WDC	12,394	$7.9m0.18%	0.18%	Added +640	+640 5.4%
75	VERIZON COMMUNICATIONS INC COM VZ	VZ	185,936	$7.9m0.18%	0.18%	Added +5.6k	+5,600 3.1%
76	DEXCOM INC COM DXCM	DXCM	113,204	$7.6m0.18%	0.18%	Added +18.0k	+18,012 18.9%
77	DISNEY WALT CO COM DIS	DIS	78,843	$7.6m0.18%	0.18%	Added +19.0k	+19,000 31.8%
78	CORNING INC COM GLW	GLW	27,888	$7.1m0.17%	0.17%	Unchanged
79	AMGEN INC COM AMGN	AMGN	19,515	$7.1m0.16%	0.16%	Added +1.1k	+1,130 6.2%
80	QUALCOMM INC COM QCOM	QCOM	38,204	$7.1m0.16%	0.16%	Added +1.4k	+1,390 3.8%
81	YUM CHINA HLDGS INC COM YUMC	YUMC	21,800	$7.0m0.16%	0.16%	Unchanged
82	HDFC BANK LTD SPONSORED ADS HDB	HDB	254,600	$6.6m0.15%	0.15%	Added +22.3k	+22,300 9.6%
83	ARISTA NETWORKS INC COM SHS ANET	ANET	38,207	$6.5m0.15%	0.15%	Added +900	+900 2.4%
84	AT&T INC COM T	T	311,315	$6.4m0.15%	0.15%	Reduced -1.4m	-1,403,353 -81.8%
85	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	54,975	$6.4m0.15%	0.15%	Unchanged
86	AMERICAN EXPRESS CO COM AXP	AXP	18,797	$6.4m0.15%	0.15%	Unchanged
87	WELLS FARGO CO NEW COM WFC	WFC	75,344	$6.2m0.14%	0.14%	Reduced -9.2k	-9,250 -10.9%
88	NEXTRACKER INC CLASS A COM NXT	NXT	50,098	$6.0m0.14%	0.14%	Added +10.5k	+10,500 26.5%
89	GILEAD SCIENCES INC COM GILD	GILD	44,792	$5.7m0.13%	0.13%	Reduced -337.2k	-337,210 -88.3%
90	PEPSICO INC COM PEP	PEP	40,802	$5.5m0.13%	0.13%	Added +4.5k	+4,500 12.4%
91	ABBOTT LABS COM ABT	ABT	60,237	$5.5m0.13%	0.13%	Added +1.8k	+1,800 3.1%
92	AMPHENOL CORP CL A APH	APH	30,985	$5.5m0.13%	0.13%	Added +1.7k	+1,700 5.8%
93	UNION PAC CORP COM UNP	UNP	20,060	$5.5m0.13%	0.13%	Added +900	+900 4.7%
94	MCKESSON CORP COM MCK	MCK	7,205	$5.4m0.13%	0.13%	Added +1.5k	+1,514 26.6%
95	MCDONALDS CORP COM MCD	MCD	19,979	$5.4m0.13%	0.13%	Reduced -1.8k	-1,800 -8.3%
96	WELLTOWER INC COM WELL	WELL	23,555	$5.3m0.12%	0.12%	Reduced -5.8k	-5,830 -19.8%
97	STERLING INFRASTRUCTURE INC COM STRL	STRL	6,347	$5.3m0.12%	0.12%	Reduced -3.4k	-3,359 -34.6%
98	TEREX CORP NEW COM TEX	TEX	70,705	$5.1m0.12%	0.12%	Unchanged
99	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	6,676	$5.1m0.12%	0.12%	Reduced -2.0k	-2,000 -23.1%
100	BOOKING HOLDINGS INC COM BKNG	BKNG	28,064	$5.0m0.12%	0.12%	Reduced -8.4k	-8,386 -23.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TERNS PHARMACEUTICALS INC		22,152	$1.2m22.2k shares
QUALYS INC QLYS	QLYS	11,680	$1.0m11.7k shares
HOLOGIC INC HOLX	HOLX	10,200	$771.0k10.2k shares
SPS COMM INC SPSC	SPSC	12,810	$713.1k12.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	4,898	$673.0k4.9k shares
HUBSPOT INC HUBS	HUBS	2,160	$527.3k2.2k shares
GARTNER INC IT	IT	3,170	$501.9k3.2k shares
HENRY JACK & ASSOC INC JKHY	JKHY	3,120	$493.1k3.1k shares
GODADDY INC GDDY	GDDY	5,050	$417.5k5.0k shares
ZEBRA TECHNOLOGIES CORPORATI ZBRA	ZBRA	1,950	$407.7k1.9k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	4,700	$387.0k4.7k shares
AECOM ACM	ACM	4,500	$381.7k4.5k shares
HEALTHPEAK PROPERTIES INC DOC	DOC	22,445	$368.8k22.4k shares
UDR INC UDR	UDR	10,849	$366.5k10.8k shares
HORMEL FOODS CORP HRL	HRL	15,900	$360.1k15.9k shares
PINTEREST INC PINS	PINS	19,067	$349.7k19.1k shares
VARONIS SYS INC VRNS	VRNS	15,700	$337.1k15.7k shares
SOLVENTUM CORP SOLV	SOLV	5,000	$326.5k5.0k shares
EQUITABLE HLDGS INC EQH	EQH	7,700	$285.7k7.7k shares
THE TRADE DESK INC TTD	TTD	11,739	$266.4k11.7k shares
ZILLOW GROUP INC Z	Z	5,727	$237.0k5.7k shares
SNAP INC SNAP	SNAP	24,429	$112.4k24.4k shares
OKLO INC OKLO	OKLO	2,000	$99.2k2.0k shares