E. Ohman J:or Asset Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELI LILLY(LLY) | 27,497 | 65,270 | +37,773 | 25,290,916 | 78,286,796 | 1.82% | +52,995,880 |
| ALPHABET A(GOOG) | 757,028 | 736,288 | -20,740 | 217,690,972 | 263,127,243 | 6.11% | +45,436,271 |
| NVIDIA(NVDA) | 1,768,209 | 1,739,110 | -29,099 | 308,375,650 | 347,978,520 | 8.09% | +39,602,870 |
| STRYKER(SYK) | 11,866 | 131,471 | +119,605 | 3,899,049 | 41,392,330 | 0.96% | +37,493,281 |
| CAPITAL ONE FIN(COF) | 22,098 | 197,779 | +175,681 | 4,031,338 | 39,678,423 | 0.92% | +35,647,085 |
| MICRON TECH(MU) | 38,404 | 39,824 | +1,420 | 12,974,407 | 45,968,445 | 1.07% | +32,994,038 |
| DOVER CORP(DOV) | 4,484 | 146,949 | +142,465 | 934,690 | 32,957,722 | 0.77% | +32,023,032 |
| BROADCOM(AVGO) | 513,881 | 502,788 | -11,093 | 159,051,308 | 189,928,167 | 4.41% | +30,876,859 |
| APPLE(AAPL) | 850,212 | 850,401 | +189 | 215,775,303 | 246,072,033 | 5.72% | +30,296,730 |
| TAIWAN SEMICOND ADR(TSM) | 133,016 | 151,891 | +18,875 | 44,952,757 | 72,538,585 | 1.69% | +27,585,828 |
| VISA A(V) | 243,281 | 292,835 | +49,554 | 73,529,249 | 100,468,760 | 2.33% | +26,939,511 |
| RADNET(RDNT) | 36,403 | 452,966 | +416,563 | 2,034,564 | 27,934,413 | 0.65% | +25,899,849 |
| JP MORGAN CHASE(JPM) | 274,514 | 316,051 | +41,537 | 80,751,038 | 103,452,974 | 2.40% | +22,701,936 |
| ADV MICRO DEV(AMD) | 60,854 | 57,524 | -3,330 | 12,379,529 | 33,416,267 | 0.78% | +21,036,738 |
| LUMENTUM HOLDINGS(LITE) | 2,400 | 25,061 | +22,661 | 1,686,624 | 21,503,842 | 0.50% | +19,817,218 |
| OKTA(OKTA) | 5,856 | 146,156 | +140,300 | 460,926 | 19,942,986 | 0.46% | +19,482,060 |
| AMAZON(AMZN) | 851,637 | 816,066 | -35,571 | 177,370,438 | 194,501,170 | 4.52% | +17,130,732 |
| FORTINET(FTNT) | 285,059 | 255,619 | -29,440 | 23,295,021 | 39,268,191 | 0.91% | +15,973,170 |
| PALO ALTO NETWORKS(PANW) | 238,216 | 156,265 | -81,951 | 38,190,789 | 53,289,490 | 1.24% | +15,098,701 |
| SERVICENOW(NOW) | 264,107 | 427,836 | +163,729 | 27,612,387 | 42,475,558 | 0.99% | +14,863,171 |
| APPLIED MATERIALS | 35,451 | 36,471 | +1,020 | 12,116,797 | 26,368,533 | 0.61% | +14,251,736 |
| LAM RESEARCH(LRCX) | 55,921 | 57,351 | +1,430 | 11,948,081 | 24,851,909 | 0.58% | +12,903,828 |
| INTEL(INTC) | 200,246 | 155,005 | -45,241 | 8,836,856 | 21,643,348 | 0.50% | +12,806,492 |
| WATTS WATER TECHN(WTS) | 64,549 | 76,425 | +11,876 | 18,737,929 | 29,916,566 | 0.70% | +11,178,637 |
| PRICESMART(PSMT) | 131,990 | 156,929 | +24,939 | 19,864,495 | 30,654,511 | 0.71% | +10,790,016 |
| WW GRAINGER(GWW) | 34,781 | 35,180 | +399 | 37,939,463 | 47,858,872 | 1.11% | +9,919,409 |
| COLGATE PALMOLIVE(CL) | 491,735 | 564,311 | +72,576 | 41,910,574 | 51,736,032 | 1.20% | +9,825,458 |
| GENERAC HOLDINGS(GNRC) | 102,245 | 100,936 | -1,309 | 19,971,516 | 29,555,070 | 0.69% | +9,583,554 |
| ALPHABET C(GOOG) | 145,945 | 144,865 | -1,080 | 41,865,783 | 51,185,150 | 1.19% | +9,319,367 |
| FIRST SOLAR(FSLR) | 137,176 | 151,973 | +14,797 | 27,059,338 | 35,859,549 | 0.83% | +8,800,211 |
| MARVELL TECH.(MRVL) | 36,867 | 39,567 | +2,700 | 3,651,676 | 11,786,614 | 0.27% | +8,134,938 |
| KLA CORPORATION(KLAC) | 4,836 | 45,860 | +41,024 | 7,120,575 | 13,836,421 | 0.32% | +6,715,846 |
| ICICI BANK LTD ADR(IBN) | 1,256,149 | 1,343,744 | +87,595 | 32,534,259 | 39,008,888 | 0.91% | +6,474,629 |
| CYTOKINETICS(CYTK) | 300,762 | 304,611 | +3,849 | 19,823,223 | 25,949,811 | 0.60% | +6,126,588 |
| BLACKROCK(BLK) | 36,251 | 42,612 | +6,361 | 34,862,949 | 40,973,995 | 0.95% | +6,111,046 |
| COMFORT SYSTEMS USA(FIX) | 17,819 | 15,448 | -2,371 | 24,572,223 | 30,617,164 | 0.71% | +6,044,941 |
| CISCO(CSCO) | 135,648 | 138,948 | +3,300 | 10,524,928 | 16,320,832 | 0.38% | +5,795,904 |
| IBM(IBM) | 233,310 | 220,477 | -12,833 | 56,552,011 | 62,000,337 | 1.44% | +5,448,326 |
| WALMART(WMT) | 114,980 | 170,280 | +55,300 | 14,289,714 | 19,285,913 | 0.45% | +4,996,199 |
| UNITEDHEALTH GRP(UNH) | 30,779 | 31,689 | +910 | 8,328,490 | 13,170,899 | 0.31% | +4,842,409 |
| WESTERN DIGITAL CORP(WDC) | 11,754 | 12,394 | +640 | 3,179,339 | 7,916,296 | 0.18% | +4,736,957 |
| DENALI THERAPEUTICS(DNLI) | 0 | 160,000 | +160,000 | 0 | 4,115,200 | 0.10% | +4,115,200 |
| AKAMAI TECH(AKAM) | 138,000 | 168,612 | +30,612 | 15,849,300 | 19,931,625 | 0.46% | +4,082,325 |
| CORNING(GLW) | 27,888 | 27,888 | 0 | 3,791,931 | 7,123,432 | 0.17% | +3,331,501 |
| FUTU HOLDINGS ADR(FUTU) | 3,400 | 39,400 | +36,000 | 464,984 | 3,693,356 | 0.09% | +3,228,372 |
| SOUTHSTATE BANK | 0 | 31,618 | +31,618 | 0 | 3,158,638 | 0.07% | +3,158,638 |
| TEXAS INSTRUMENT(TXN) | 33,911 | 32,541 | -1,370 | 6,583,482 | 9,699,496 | 0.23% | +3,116,014 |
| GE VERNOVA(GEV) | 8,930 | 9,160 | +230 | 7,794,997 | 10,761,718 | 0.25% | +2,966,721 |
| AMERICAN HEALTHCARE(AHR) | 0 | 55,726 | +55,726 | 0 | 2,906,111 | 0.07% | +2,906,111 |
| MICROSOFT(MSFT) | 734,309 | 736,068 | +1,759 | 271,819,163 | 274,568,085 | 6.38% | +2,748,922 |
| DELL TECHNOLOGIES(DELL) | 10,800 | 10,300 | -500 | 1,772,604 | 4,444,038 | 0.10% | +2,671,434 |
| ABBVIE(ABBV) | 60,112 | 62,362 | +2,250 | 13,073,759 | 15,692,774 | 0.36% | +2,619,015 |
| MICROCHIP TECHNOLOGY(MCHP) | 430,616 | 332,367 | -98,249 | 27,822,100 | 30,311,870 | 0.70% | +2,489,770 |
| UBER TECHNOLOGIES(UBER) | 350,550 | 383,520 | +32,970 | 25,215,062 | 27,674,803 | 0.64% | +2,459,741 |
| QUALCOMM(QCOM) | 36,814 | 38,204 | +1,390 | 4,740,907 | 7,059,717 | 0.16% | +2,318,810 |
| MORGAN STANLEY(MS) | 40,117 | 42,627 | +2,510 | 6,602,055 | 8,910,748 | 0.21% | +2,308,693 |
| MERCADOLIBRE(MELI) | 17,596 | 19,145 | +1,549 | 30,423,836 | 32,496,532 | 0.76% | +2,072,696 |
| APPLOVIN(APP) | 5,591 | 8,341 | +2,750 | 2,225,218 | 4,297,533 | 0.10% | +2,072,315 |
| VERA THERAPEUTICS(VERA) | 42,990 | 85,777 | +42,787 | 1,729,488 | 3,680,691 | 0.09% | +1,951,203 |
| ARISTA NETWORKS(ANET) | 37,307 | 38,207 | +900 | 4,580,553 | 6,490,605 | 0.15% | +1,910,052 |
| WALT DISNEY(DIS) | 59,843 | 78,843 | +19,000 | 5,767,668 | 7,588,639 | 0.18% | +1,820,971 |
| GOLDMAN SACHS(GS) | 10,281 | 10,361 | +80 | 8,697,623 | 10,478,805 | 0.24% | +1,781,182 |
| AMPHENOL | 29,285 | 30,985 | +1,700 | 3,700,160 | 5,463,275 | 0.13% | +1,763,115 |
| BLOOM ENERGY CORP A | 7,604 | 9,214 | +1,610 | 1,030,266 | 2,789,078 | 0.06% | +1,758,812 |
| CROWDSTRIKE HOLDINGS(CRWD) | 8,676 | 6,676 | -2,000 | 3,387,197 | 5,094,723 | 0.12% | +1,707,526 |
| BANK OF AMERICA | 181,880 | 185,480 | +3,600 | 8,866,650 | 10,568,650 | 0.25% | +1,702,000 |
| DEXCOM(DXCM) | 95,192 | 113,204 | +18,012 | 5,978,058 | 7,624,289 | 0.18% | +1,646,231 |
| DATADOG(DDOG) | 11,100 | 11,100 | 0 | 1,310,355 | 2,889,996 | 0.07% | +1,579,641 |
| ROBINHOOD MARKETS(HOOD) | 18,227 | 27,727 | +9,500 | 1,263,131 | 2,780,464 | 0.06% | +1,517,333 |
| HOME DEPOT(HD) | 38,943 | 40,493 | +1,550 | 12,807,963 | 14,281,071 | 0.33% | +1,473,108 |
| CITIGROUP USD(C) | 61,278 | 59,778 | -1,500 | 6,949,538 | 8,366,529 | 0.19% | +1,416,991 |
| UNITED RENTALS(URI) | 2,833 | 3,038 | +205 | 2,064,010 | 3,441,720 | 0.08% | +1,377,710 |
| STERLING INFRA(STRL) | 9,706 | 6,347 | -3,359 | 3,952,963 | 5,327,418 | 0.12% | +1,374,455 |
| CADENCE DESIGN(CDNS) | 12,126 | 12,576 | +450 | 3,369,452 | 4,720,024 | 0.11% | +1,350,572 |
| HP ENTERPRISE CO(HPE) | 48,552 | 55,152 | +6,600 | 1,156,023 | 2,487,907 | 0.06% | +1,331,884 |
| LANTHEUS HOLDINGS(LNTH) | 36,937 | 36,937 | 0 | 2,801,671 | 4,097,791 | 0.10% | +1,296,120 |
| OCULAR THERAPEUTIX(OCUL) | 300,000 | 385,000 | +85,000 | 2,541,000 | 3,780,700 | 0.09% | +1,239,700 |
| ASTERA LABS(ALAB) | 3,305 | 3,305 | 0 | 362,228 | 1,596,381 | 0.04% | +1,234,153 |
| NEXTRACKER | 39,598 | 50,098 | +10,500 | 4,773,539 | 5,968,676 | 0.14% | +1,195,137 |
| XPO(XPO) | 0 | 5,700 | +5,700 | 0 | 1,170,153 | 0.03% | +1,170,153 |
| THERMO FISCHER SCIEN(TMO) | 77,071 | 77,885 | +814 | 37,882,709 | 39,048,424 | 0.91% | +1,165,715 |
| PROGRESSIVE(PGR) | 193,595 | 180,983 | -12,612 | 38,378,273 | 39,535,736 | 0.92% | +1,157,463 |
| CARRIER GLOBAL(CARR) | 25,834 | 35,534 | +9,700 | 1,454,713 | 2,606,419 | 0.06% | +1,151,706 |
| DEERE(DE) | 18,570 | 18,290 | -280 | 10,460,481 | 11,601,896 | 0.27% | +1,141,415 |
| JOHNSON & JOHNSON(JNJ) | 57,284 | 59,384 | +2,100 | 14,002,501 | 15,081,754 | 0.35% | +1,079,253 |
| MERCK USD(MRK) | 85,057 | 87,897 | +2,840 | 10,231,507 | 11,294,765 | 0.26% | +1,063,258 |
| TOPBUILD CORP | 48,898 | 51,382 | +2,484 | 17,177,867 | 18,216,460 | 0.42% | +1,038,593 |
| TERADYNE(TER) | 5,510 | 5,510 | 0 | 1,633,495 | 2,665,958 | 0.06% | +1,032,463 |
| MASTEC(MTZ) | 0 | 2,340 | +2,340 | 0 | 973,580 | 0.02% | +973,580 |
| TEREX CORP(TEX) | 70,705 | 70,705 | 0 | 4,178,666 | 5,118,335 | 0.12% | +939,669 |
| STARBUCKS(SBUX) | 30,714 | 36,114 | +5,400 | 2,751,667 | 3,690,490 | 0.09% | +938,823 |
| VEEVA SYSTEMS(VEEV) | 150,224 | 153,855 | +3,631 | 26,388,348 | 27,304,647 | 0.63% | +916,299 |
| SNOWFLAKE(SNOW) | 8,598 | 8,598 | 0 | 1,296,750 | 2,188,191 | 0.05% | +891,441 |
| HOWMET AEROSPACE(HWM) | 12,652 | 14,152 | +1,500 | 2,915,780 | 3,804,907 | 0.09% | +889,127 |
| QUANTA SERVICES | 5,070 | 5,070 | 0 | 2,783,531 | 3,650,603 | 0.08% | +867,072 |
| TWIST BIOSCIENCE(TWST) | 0 | 8,287 | +8,287 | 0 | 852,567 | 0.02% | +852,567 |
| UNION PACIFIC(UNP) | 19,160 | 20,060 | +900 | 4,648,599 | 5,456,320 | 0.13% | +807,721 |
| HDFC BANK(HDB) | 232,300 | 254,600 | +22,300 | 5,779,624 | 6,576,318 | 0.15% | +796,694 |
| HUMANA(HUM) | 5,173 | 4,193 | -980 | 896,946 | 1,665,543 | 0.04% | +768,597 |
| LIVE OAK BANCSHARES(LOB) | 98,745 | 98,745 | 0 | 3,265,497 | 4,032,746 | 0.09% | +767,249 |