E. Ohman J:or Asset Management AB

Q3 2025 13F-HR Holdings

Location
Stockholm, V7
Holdings as of
9/30/2025
Date filed
10/17/2025
Form type
13F-HR
Num holdings
398
Total value ($000)
$4,247,741
Net value change ($000)
+220,312 (5.5%)
New positions
10
Sold out positions
13
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 61,071 30.4%
AAPL 50,822 24.1%
NOW 40,129 449.2%
NVDA 38,703 12.6%
GILD 30,196 517.1%
AVGO 23,160 17.1%
TMO 15,879 45.7%
GOOGL 10,737 33.0%
CYTK 8,922 66.3%
UBER 8,180 NEW
Top Reduces (Value $000, Stocks/ETFs)
WDAY -33,626 -94.0%
ADBE -25,238 -79.9%
DECK -13,567 -95.2%
FTNT -12,399 -35.9%
CBOE -10,145 -23.3%
INTU -9,567 -9.5%
BRBR -6,982 -25.6%
CRM -5,800 -12.7%
V -5,729 -6.1%
BSX -5,702 -12.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type