E. Ohman J:or Asset Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE | 0 | 17,596 | +17,596 | 0 | 30,423,836 | — | +30,423,836 |
| TAIWAN SEMICOND ADR | 61,878 | 133,016 | +71,138 | 18,804,105 | 44,952,757 | — | +26,148,652 |
| GENERAC HOLDINGS | 0 | 102,245 | +102,245 | 0 | 19,971,516 | — | +19,971,516 |
| UBER TECHNOLOGIES | 68,750 | 350,550 | +281,800 | 5,617,563 | 25,215,062 | — | +19,597,499 |
| CBOE GLOBAL MARKETS | 135,794 | 188,877 | +53,083 | 34,084,294 | 53,087,658 | — | +19,003,364 |
| PRICESMART | 20,628 | 131,990 | +111,362 | 2,530,437 | 19,864,495 | — | +17,334,058 |
| AKAMAI TECH | 0 | 138,000 | +138,000 | 0 | 15,849,300 | — | +15,849,300 |
| WATTS WATER TECHN | 12,539 | 64,549 | +52,010 | 3,461,015 | 18,737,929 | — | +15,276,914 |
| CORE & MAIN | 46,956 | 310,530 | +263,574 | 2,440,303 | 15,340,182 | — | +12,899,879 |
| WW GRAINGER | 31,939 | 34,781 | +2,842 | 32,228,048 | 37,939,463 | — | +5,711,415 |
| AT&T | 1,782,315 | 1,714,668 | -67,647 | 44,272,705 | 49,708,225 | — | +5,435,520 |
| COLGATE PALMOLIVE | 465,529 | 491,735 | +26,206 | 36,786,102 | 41,910,574 | — | +5,124,472 |
| GILEAD SCIENCES | 396,125 | 382,002 | -14,123 | 48,620,383 | 53,239,619 | — | +4,619,236 |
| CAVA GROUP | 0 | 41,089 | +41,089 | 0 | 3,324,100 | — | +3,324,100 |
| APPLIED MATERIALS | 36,701 | 35,451 | -1,250 | 9,431,790 | 12,116,797 | — | +2,685,007 |
| OCULAR THERAPEUTIX | 0 | 300,000 | +300,000 | 0 | 2,541,000 | — | +2,541,000 |
| GLOBE LIFE | 0 | 17,659 | +17,659 | 0 | 2,457,603 | — | +2,457,603 |
| ALBERTSONS COMPANIES | 1,877,789 | 2,036,014 | +158,225 | 32,241,637 | 34,693,679 | — | +2,452,042 |
| CELANESE | 53,084 | 66,838 | +13,754 | 2,244,392 | 4,395,935 | — | +2,151,543 |
| PFIZER | 140,617 | 199,117 | +58,500 | 3,501,363 | 5,591,205 | — | +2,089,842 |
| LAM RESEARCH | 58,191 | 55,921 | -2,270 | 9,961,135 | 11,948,081 | — | +1,986,946 |
| JOHNSON & JOHNSON | 58,974 | 57,284 | -1,690 | 12,204,669 | 14,002,501 | — | +1,797,832 |
| LUMENTUM HOLDINGS | 0 | 2,400 | +2,400 | 0 | 1,686,624 | — | +1,686,624 |
| GE VERNOVA | 9,440 | 8,930 | -510 | 6,169,701 | 7,794,997 | — | +1,625,296 |
| MICRON TECH | 39,894 | 38,404 | -1,490 | 11,386,147 | 12,974,407 | — | +1,588,260 |
| WALMART | 115,000 | 114,980 | -20 | 12,812,150 | 14,289,714 | — | +1,477,564 |
| SUNBELT RENTALS HOLD | 0 | 27,691 | +27,691 | 0 | 1,315,323 | — | +1,315,323 |
| COHERENT CORP | 0 | 5,400 | +5,400 | 0 | 1,286,334 | — | +1,286,334 |
| CORNING | 28,888 | 27,888 | -1,000 | 2,529,433 | 3,791,931 | — | +1,262,498 |
| KLA CORPORATION | 4,843 | 4,836 | -7 | 5,884,632 | 7,120,575 | — | +1,235,943 |
| VERIZON COMM | 192,981 | 180,336 | -12,645 | 7,860,116 | 9,052,867 | — | +1,192,751 |
| WESTERN DIGITAL CORP | 11,754 | 11,754 | 0 | 2,024,862 | 3,179,339 | — | +1,154,477 |
| INTEL | 208,446 | 200,246 | -8,200 | 7,691,657 | 8,836,856 | — | +1,145,199 |
| EQUINIX | 4,109 | 4,261 | +152 | 3,148,151 | 4,176,803 | — | +1,028,652 |
| T-MOBILE | 17,549 | 21,599 | +4,050 | 3,563,149 | 4,536,438 | — | +973,289 |
| COCA COLA | 153,065 | 153,165 | +100 | 10,700,774 | 11,648,198 | — | +947,424 |
| CIRRUS LOGIC | 24,084 | 26,212 | +2,128 | 2,853,954 | 3,790,779 | — | +936,825 |
| MERCK USD | 88,457 | 85,057 | -3,400 | 9,310,984 | 10,231,507 | — | +920,523 |
| TEREX CORP | 61,727 | 70,705 | +8,978 | 3,294,987 | 4,178,666 | — | +883,679 |
| CIENA | 5,000 | 5,000 | 0 | 1,169,350 | 1,941,150 | — | +771,800 |
| DEERE | 20,866 | 18,570 | -2,296 | 9,714,584 | 10,460,481 | — | +745,897 |
| H2O AMERICA | 47,030 | 51,187 | +4,157 | 2,306,351 | 3,014,402 | — | +708,051 |
| VERTIV HOLDINGS | 8,592 | 8,292 | -300 | 1,391,990 | 2,077,809 | — | +685,819 |
| QUANTA SERVICES | 5,070 | 5,070 | 0 | 2,139,844 | 2,783,531 | — | +643,687 |
| TEXAS INSTRUMENT | 34,311 | 33,911 | -400 | 5,952,615 | 6,583,482 | — | +630,867 |
| ROSS STORES | 8,861 | 10,161 | +1,300 | 1,596,221 | 2,201,177 | — | +604,956 |
| COEUR MINING | 0 | 32,026 | +32,026 | 0 | 601,128 | — | +601,128 |
| BROADCOM | 457,878 | 513,881 | +56,003 | 158,471,576 | 159,051,308 | — | +579,732 |
| TERADYNE | 5,510 | 5,510 | 0 | 1,066,516 | 1,633,495 | — | +566,979 |
| FORTINET | 286,259 | 285,059 | -1,200 | 22,731,827 | 23,295,021 | — | +563,194 |
| LANTHEUS HOLDINGS | 33,938 | 36,937 | +2,999 | 2,258,574 | 2,801,671 | — | +543,097 |
| AST SPACEMOBILE | 0 | 6,500 | +6,500 | 0 | 538,655 | — | +538,655 |
| CF INDUSTRIES HLD | 0 | 3,800 | +3,800 | 0 | 493,392 | — | +493,392 |
| HAGERTY A | 0 | 45,637 | +45,637 | 0 | 480,558 | — | +480,558 |
| UNITED PARCEL B | 20,126 | 25,126 | +5,000 | 1,996,298 | 2,471,896 | — | +475,598 |
| PEPSICO | 36,052 | 36,302 | +250 | 5,174,183 | 5,637,338 | — | +463,155 |
| MARVELL TECH. | 37,567 | 36,867 | -700 | 3,192,444 | 3,651,676 | — | +459,232 |
| OLD DOMINION FREIGHT | 5,100 | 6,400 | +1,300 | 799,680 | 1,250,560 | — | +450,880 |
| CINCINNATI FIN | 1,595 | 4,384 | +2,789 | 260,495 | 689,822 | — | +429,327 |
| FEDEX | 7,655 | 7,355 | -300 | 2,211,223 | 2,619,704 | — | +408,481 |
| WELLTOWER | 29,185 | 29,385 | +200 | 5,417,028 | 5,809,708 | — | +392,680 |
| TARGET | 16,657 | 16,657 | 0 | 1,628,222 | 2,018,828 | — | +390,606 |
| REVOLUTION MEDICINES | 0 | 4,000 | +4,000 | 0 | 389,000 | — | +389,000 |
| CORTEVA | 23,235 | 23,235 | 0 | 1,557,442 | 1,945,002 | — | +387,560 |
| BRISTOL MYERS | 71,112 | 69,612 | -1,500 | 3,835,781 | 4,221,968 | — | +386,187 |
| MICROCHIP TECHNOLOGY | 430,616 | 430,616 | 0 | 27,438,852 | 27,822,100 | — | +383,248 |
| BLOOM ENERGY CORP A | 7,604 | 7,604 | 0 | 660,712 | 1,030,266 | — | +369,554 |
| SCHOLAR ROCK HOLDING | 16,374 | 22,136 | +5,762 | 721,275 | 1,088,206 | — | +366,931 |
| WATERS | 2,524 | 4,385 | +1,861 | 958,691 | 1,305,853 | — | +347,162 |
| CORPAY | 685 | 1,882 | +1,197 | 206,137 | 547,643 | — | +341,506 |
| JABIL | 2,999 | 3,799 | +800 | 683,832 | 1,009,128 | — | +325,296 |
| DELL TECHNOLOGIES | 11,500 | 10,800 | -700 | 1,447,620 | 1,772,604 | — | +324,984 |
| NEXTRACKER | 51,098 | 39,598 | -11,500 | 4,451,147 | 4,773,539 | — | +322,392 |
| KEYSIGHT TECH | 6,500 | 5,800 | -700 | 1,320,735 | 1,637,746 | — | +317,011 |
| FIFTH THIRD BAN | 23,133 | 30,123 | +6,990 | 1,082,856 | 1,399,515 | — | +316,659 |
| TJX | 43,430 | 43,730 | +300 | 6,671,282 | 6,983,681 | — | +312,399 |
| TERNS PHARMACEUT | 21,202 | 22,152 | +950 | 856,561 | 1,167,853 | — | +311,292 |
| MONOLITHIC POWER SYS | 1,647 | 1,647 | 0 | 1,492,775 | 1,800,747 | — | +307,972 |
| PINNACLE FINANCIAL P | 0 | 3,500 | +3,500 | 0 | 301,490 | — | +301,490 |
| FREEPORT-MCMORAN | 48,653 | 47,153 | -1,500 | 2,471,086 | 2,771,653 | — | +300,567 |
| DIGITAL REALTY TRUST | 11,669 | 11,669 | 0 | 1,805,311 | 2,102,870 | — | +297,559 |
| MOTOROLA SOLUTIONS | 5,635 | 5,635 | 0 | 2,160,008 | 2,445,421 | — | +285,413 |
| MCDONALDS | 21,213 | 21,779 | +566 | 6,483,329 | 6,768,695 | — | +285,366 |
| WEST PHARMACEUTICAL | 3,039 | 4,465 | +1,426 | 836,150 | 1,119,108 | — | +282,958 |
| HEICO CORP | 0 | 1,028 | +1,028 | 0 | 281,878 | — | +281,878 |
| COREWEAVE A | 1,240 | 4,740 | +3,500 | 88,796 | 367,208 | — | +278,412 |
| ARCHER DANIELS M | 18,240 | 18,240 | 0 | 1,048,618 | 1,325,866 | — | +277,248 |
| TERRENO REALTY | 31,407 | 34,183 | +2,776 | 1,843,905 | 2,099,520 | — | +255,615 |
| UNITED RENTALS | 2,242 | 2,833 | +591 | 1,814,495 | 2,064,010 | — | +249,515 |
| HEICO CORP A | 541 | 1,828 | +1,287 | 136,565 | 385,873 | — | +249,308 |
| UDR | 3,210 | 10,849 | +7,639 | 117,743 | 366,479 | — | +248,736 |
| IRON MOUNTAIN REIT | 12,703 | 12,703 | 0 | 1,053,714 | 1,297,484 | — | +243,770 |
| AIR PRODS & CHEM | 7,612 | 7,312 | -300 | 1,880,316 | 2,124,063 | — | +243,747 |
| FASTENAL | 38,767 | 38,767 | 0 | 1,555,720 | 1,798,789 | — | +243,069 |
| GRUPO CIBEST ADR | 11,100 | 13,000 | +1,900 | 706,071 | 946,530 | — | +240,459 |
| FIDELITY INTL FINANC | 1,843 | 7,343 | +5,500 | 100,609 | 340,568 | — | +239,959 |
| PACCAR | 16,729 | 17,929 | +1,200 | 1,831,993 | 2,070,800 | — | +238,807 |
| EXELON | 42,724 | 42,724 | 0 | 1,862,339 | 2,094,330 | — | +231,991 |
| HOWMET AEROSPACE | 13,102 | 12,652 | -450 | 2,686,172 | 2,915,780 | — | +229,608 |
| AMGEN | 19,065 | 18,385 | -680 | 6,240,165 | 6,468,762 | — | +228,597 |