E. Ohman J:or Asset Management AB

Q2 2026 13F-HR Holdings

Location
Stockholm, V7
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
465
Total value ($000)
$4,303,353
Net value change ($000)
+518,972 (13.7%)
New positions
11
Sold out positions
23
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LLY 52,996 209.5%
GOOGL 45,436 20.9%
NVDA 39,603 12.8%
SYK 37,493 961.6%
COF 35,647 884.3%
MU 32,994 254.3%
DOV 32,023 3424.9%
AVGO 30,877 19.4%
AAPL 30,297 14.0%
TSM 27,586 61.4%
Top Reduces (Value $000, Stocks/ETFs)
CBOE -52,235 -98.4%
GILD -47,581 -89.4%
T -43,264 -87.0%
INTU -41,922 -94.4%
BSX -35,033 -94.1%
FCNCA -23,260 -95.4%
CTSH -20,160 -97.8%
CNM -12,874 -83.9%
META -10,964 -16.7%
ROL -10,319 -31.0%
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