E. Ohman J:or Asset Management AB
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 1,141,575 | 1,078,778 | -62,797 | 201,179,762 | 262,250,932 | 6.17% | +61,071,170 |
| APPLE INC(AAPL) | 1,029,834 | 1,029,388 | -446 | 211,291,042 | 262,113,066 | 6.17% | +50,822,024 |
| SERVICENOW INC(NOW) | 8,689 | 53,312 | +44,623 | 8,932,987 | 49,061,967 | 1.16% | +40,128,980 |
| NVIDIA CORPORATION(NVDA) | 1,951,771 | 1,860,129 | -91,642 | 308,360,300 | 347,062,869 | 8.17% | +38,702,569 |
| GILEAD SCIENCES INC(GILD) | 52,674 | 324,647 | +271,973 | 5,839,966 | 36,035,817 | 0.85% | +30,195,851 |
| BROADCOM INC(AVGO) | 490,596 | 480,110 | -10,486 | 135,232,787 | 158,393,090 | 3.73% | +23,160,303 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 85,675 | 104,361 | +18,686 | 34,737,786 | 50,617,172 | 1.19% | +15,879,386 |
| ALPHABET INC(GOOG) | 183,636 | 177,836 | -5,800 | 32,575,190 | 43,311,958 | 1.02% | +10,736,768 |
| CYTOKINETICS INC(CYTK) | 407,037 | 407,037 | 0 | 13,448,502 | 22,370,754 | 0.53% | +8,922,252 |
| UBER TECHNOLOGIES INC(UBER) | 0 | 83,500 | +83,500 | 0 | 8,180,495 | 0.19% | +8,180,495 |
| FIRST SOLAR INC(FSLR) | 140,491 | 141,902 | +1,411 | 23,256,880 | 31,293,648 | 0.74% | +8,036,768 |
| YUM CHINA HLDGS INC(YUMC) | 27,500 | 25,000 | -2,500 | 1,229,525 | 8,525,000 | 0.20% | +7,295,475 |
| MICROSOFT CORP(MSFT) | 784,556 | 765,947 | -18,609 | 390,246,000 | 396,722,249 | 9.34% | +6,476,249 |
| PROLOGIS INC.(PLD) | 326,907 | 353,788 | +26,881 | 34,364,464 | 40,515,802 | 0.95% | +6,151,338 |
| WARNER MUSIC GROUP CORP(WMG) | 1,048,077 | 1,011,770 | -36,307 | 28,549,617 | 34,460,886 | 0.81% | +5,911,269 |
| JPMORGAN CHASE & CO.(JPM) | 328,404 | 319,399 | -9,005 | 95,207,604 | 100,748,027 | 2.37% | +5,540,423 |
| ORACLE CORP(ORCL) | 70,781 | 70,781 | 0 | 15,474,850 | 19,906,448 | 0.47% | +4,431,598 |
| NEXTRACKER INC | 0 | 57,098 | +57,098 | 0 | 4,224,681 | 0.10% | +4,224,681 |
| DEXCOM INC(DXCM) | 15,492 | 77,492 | +62,000 | 1,352,297 | 5,214,437 | 0.12% | +3,862,140 |
| PROGRESSIVE CORP(PGR) | 180,512 | 210,192 | +29,680 | 48,171,432 | 51,906,914 | 1.22% | +3,735,482 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 61,332 | 61,878 | +546 | 13,891,085 | 17,281,907 | 0.41% | +3,390,822 |
| JOHNSON & JOHNSON(JNJ) | 101,497 | 101,497 | 0 | 15,503,667 | 18,819,574 | 0.44% | +3,315,907 |
| ROBLOX CORP(RBLX) | 0 | 22,700 | +22,700 | 0 | 3,144,404 | 0.07% | +3,144,404 |
| BLACKROCK INC(BLK) | 39,727 | 38,105 | -1,622 | 41,683,555 | 44,425,476 | 1.05% | +2,741,921 |
| ELECTRONIC ARTS INC(EA) | 170,763 | 146,239 | -24,524 | 27,270,851 | 29,496,406 | 0.69% | +2,225,555 |
| ALBERTSONS COS INC | 1,283,948 | 1,700,441 | +416,493 | 27,617,721 | 29,774,722 | 0.70% | +2,157,001 |
| MICRON TECHNOLOGY INC(MU) | 47,756 | 47,756 | 0 | 5,885,927 | 7,990,534 | 0.19% | +2,104,607 |
| INTEL CORP(INTC) | 180,960 | 180,960 | 0 | 4,053,504 | 6,071,208 | 0.14% | +2,017,704 |
| LAM RESEARCH CORP(LRCX) | 53,757 | 53,757 | 0 | 5,232,706 | 7,198,062 | 0.17% | +1,965,356 |
| VITAL FARMS INC | 0 | 46,240 | +46,240 | 0 | 1,902,776 | 0.04% | +1,902,776 |
| D R HORTON INC(DHI) | 0 | 10,700 | +10,700 | 0 | 1,813,329 | 0.04% | +1,813,329 |
| HOME DEPOT INC(HD) | 41,538 | 41,938 | +400 | 15,229,492 | 16,992,858 | 0.40% | +1,763,366 |
| VEEVA SYS INC(VEEV) | 158,589 | 158,589 | 0 | 45,670,460 | 47,245,249 | 1.11% | +1,574,789 |
| ADVANCED MICRO DEVICES INC(AMD) | 68,804 | 68,804 | 0 | 9,763,288 | 11,131,799 | 0.26% | +1,368,511 |
| ROLLINS INC(ROL) | 587,672 | 587,672 | 0 | 33,156,454 | 34,519,853 | 0.81% | +1,363,399 |
| MASTERCARD INCORPORATED(MA) | 106,743 | 107,743 | +1,000 | 59,983,161 | 61,285,296 | 1.44% | +1,302,135 |
| UNITEDHEALTH GROUP INC(UNH) | 38,733 | 38,733 | 0 | 12,083,534 | 13,374,505 | 0.31% | +1,290,971 |
| BANK AMERICA CORP | 303,249 | 302,549 | -700 | 14,349,743 | 15,608,503 | 0.37% | +1,258,760 |
| NEWMONT CORP(NEM) | 47,951 | 47,951 | 0 | 2,793,625 | 4,042,749 | 0.10% | +1,249,124 |
| STERLING INFRASTRUCTURE INC(STRL) | 13,113 | 12,570 | -543 | 3,025,562 | 4,269,778 | 0.10% | +1,244,216 |
| CITIGROUP INC(C) | 79,819 | 78,619 | -1,200 | 6,794,193 | 7,979,829 | 0.19% | +1,185,636 |
| AUTODESK INC | 127,126 | 127,126 | 0 | 39,354,396 | 40,384,116 | 0.95% | +1,029,720 |
| GE VERNOVA INC(GEV) | 11,772 | 11,772 | 0 | 6,229,154 | 7,238,603 | 0.17% | +1,009,449 |
| TJX COS INC NEW(TJX) | 47,173 | 47,173 | 0 | 5,825,394 | 6,818,385 | 0.16% | +992,991 |
| MORGAN STANLEY(MS) | 50,168 | 50,668 | +500 | 7,066,664 | 8,054,185 | 0.19% | +987,521 |
| GOLDMAN SACHS GROUP INC(GS) | 13,264 | 12,964 | -300 | 9,387,596 | 10,323,881 | 0.24% | +936,285 |
| TAPESTRY INC(TPR) | 0 | 7,800 | +7,800 | 0 | 883,116 | 0.02% | +883,116 |
| WESTERN DIGITAL CORP(WDC) | 15,430 | 15,430 | 0 | 987,366 | 1,852,526 | 0.04% | +865,160 |
| ROCKET LAB CORP(RKLB) | 0 | 17,400 | +17,400 | 0 | 833,634 | 0.02% | +833,634 |
| MCKESSON CORP(MCK) | 5,806 | 6,513 | +707 | 4,254,521 | 5,031,553 | 0.12% | +777,032 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 5,700 | 5,700 | 0 | 1,858,713 | 2,599,200 | 0.06% | +740,487 |
| SOUTHERN COPPER CORP(SCCO) | 0 | 6,000 | +6,000 | 0 | 728,160 | 0.02% | +728,160 |
| JACOBS SOLUTIONS INC(J) | 0 | 4,800 | +4,800 | 0 | 719,328 | 0.02% | +719,328 |
| LOWES COS INC(LOW) | 23,870 | 23,870 | 0 | 5,296,037 | 5,998,770 | 0.14% | +702,733 |
| WARNER BROS DISCOVERY INC(WBD) | 98,440 | 92,440 | -6,000 | 1,128,122 | 1,805,353 | 0.04% | +677,231 |
| WELLTOWER INC(WELL) | 27,594 | 27,594 | 0 | 4,242,026 | 4,915,595 | 0.12% | +673,569 |
| OREILLY AUTOMOTIVE INC(ORLY) | 36,930 | 36,930 | 0 | 3,328,501 | 3,981,423 | 0.09% | +652,922 |
| RADNET INC(RDNT) | 33,302 | 33,302 | 0 | 1,895,217 | 2,537,945 | 0.06% | +642,728 |
| GLOBAL BUSINESS TRAVEL GROUP(GBTG) | 359,201 | 359,201 | 0 | 2,262,966 | 2,902,344 | 0.07% | +639,378 |
| APPLIED MATLS INC | 34,506 | 33,906 | -600 | 6,317,013 | 6,941,914 | 0.16% | +624,901 |
| TARSUS PHARMACEUTICALS INC(TARS) | 41,023 | 38,323 | -2,700 | 1,661,842 | 2,277,536 | 0.05% | +615,694 |
| UNITED RENTALS INC(URI) | 2,950 | 2,950 | 0 | 2,222,530 | 2,816,247 | 0.07% | +593,717 |
| BANK NEW YORK MELLON CORP | 30,003 | 30,003 | 0 | 2,733,573 | 3,269,127 | 0.08% | +535,554 |
| IDEXX LABS INC(IDXX) | 3,250 | 3,550 | +300 | 1,743,105 | 2,268,060 | 0.05% | +524,955 |
| CONSTELLATION ENERGY CORP(CEG) | 83,109 | 83,109 | 0 | 26,824,261 | 27,348,679 | 0.64% | +524,418 |
| T-MOBILE US INC(TMUS) | 19,333 | 21,433 | +2,100 | 4,606,281 | 5,130,632 | 0.12% | +524,351 |
| ELI LILLY & CO(LLY) | 40,033 | 41,580 | +1,547 | 31,206,924 | 31,725,540 | 0.75% | +518,616 |
| AUTOZONE INC(AZO) | 665 | 695 | +30 | 2,468,633 | 2,981,717 | 0.07% | +513,084 |
| SYNOPSYS INC(SNPS) | 6,530 | 7,820 | +1,290 | 3,347,800 | 3,858,310 | 0.09% | +510,510 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 11,665 | 11,665 | 0 | 3,594,570 | 4,097,448 | 0.10% | +502,878 |
| ROPER TECHNOLOGIES INC(ROP) | 0 | 993 | +993 | 0 | 495,199 | 0.01% | +495,199 |
| PEPSICO INC(PEP) | 56,923 | 56,923 | 0 | 7,516,113 | 7,994,266 | 0.19% | +478,153 |
| CIRRUS LOGIC INC(CRUS) | 22,638 | 22,638 | 0 | 2,360,125 | 2,836,315 | 0.07% | +476,190 |
| QUALCOMM INC(QCOM) | 67,007 | 67,007 | 0 | 10,671,535 | 11,147,285 | 0.26% | +475,750 |
| AMAZON COM INC(AMZN) | 1,073,404 | 1,074,607 | +1,203 | 235,494,104 | 235,951,459 | 5.55% | +457,355 |
| LIVE OAK BANCSHARES INC(LOB) | 92,505 | 90,185 | -2,320 | 2,756,649 | 3,176,316 | 0.07% | +419,667 |
| WATTS WATER TECHNOLOGIES INC(WTS) | 12,539 | 12,539 | 0 | 3,083,215 | 3,501,892 | 0.08% | +418,677 |
| KLA CORP(KLAC) | 6,736 | 5,978 | -758 | 6,033,705 | 6,447,871 | 0.15% | +414,166 |
| ARRAY TECHNOLOGIES INC(ARRY) | 173,219 | 173,219 | 0 | 1,021,992 | 1,411,735 | 0.03% | +389,743 |
| US BANCORP DEL(USB) | 63,581 | 67,581 | +4,000 | 2,877,040 | 3,266,190 | 0.08% | +389,150 |
| MONOLITHIC PWR SYS INC(MPWR) | 2,050 | 2,050 | 0 | 1,499,329 | 1,887,312 | 0.04% | +387,983 |
| TERNS PHARMACEUTICALS INC | 102,410 | 102,410 | 0 | 381,989 | 769,099 | 0.02% | +387,110 |
| TERADYNE INC(TER) | 8,100 | 8,100 | 0 | 728,352 | 1,114,884 | 0.03% | +386,532 |
| SIMON PPTY GROUP INC NEW(SPG) | 14,100 | 14,100 | 0 | 2,266,716 | 2,646,147 | 0.06% | +379,431 |
| LIVE NATION ENTERTAINMENT IN(LYV) | 5,240 | 7,040 | +1,800 | 792,707 | 1,150,336 | 0.03% | +357,629 |
| INSTALLED BLDG PRODS INC(IBP) | 14,970 | 12,392 | -2,578 | 2,699,390 | 3,056,611 | 0.07% | +357,221 |
| CELSIUS HLDGS INC(CELH) | 47,872 | 44,727 | -3,145 | 2,220,782 | 2,571,355 | 0.06% | +350,573 |
| MCDONALDS CORP(MCD) | 29,880 | 29,880 | 0 | 8,730,040 | 9,080,233 | 0.21% | +350,193 |
| UNION PAC CORP(UNP) | 25,030 | 25,830 | +800 | 5,758,902 | 6,105,437 | 0.14% | +346,535 |
| HCA HEALTHCARE INC(HCA) | 7,893 | 7,893 | 0 | 3,023,808 | 3,363,997 | 0.08% | +340,189 |
| CVS HEALTH CORP(CVS) | 52,445 | 52,445 | 0 | 3,617,656 | 3,953,829 | 0.09% | +336,173 |
| FASTENAL CO(FAST) | 47,600 | 47,600 | 0 | 1,999,200 | 2,334,304 | 0.05% | +335,104 |
| PENUMBRA INC(PEN) | 18,312 | 19,812 | +1,500 | 4,699,409 | 5,018,776 | 0.12% | +319,367 |
| EBAY INC.(EBAY) | 19,140 | 19,140 | 0 | 1,425,164 | 1,740,783 | 0.04% | +315,619 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 64,568 | 69,887 | +5,319 | 2,286,999 | 2,602,592 | 0.06% | +315,593 |
| AMERICAN EXPRESS CO(AXP) | 23,796 | 23,796 | 0 | 7,590,448 | 7,904,079 | 0.19% | +313,631 |
| ILLINOIS TOOL WKS INC(ITW) | 11,477 | 12,077 | +600 | 2,837,688 | 3,149,199 | 0.07% | +311,511 |
| RHYTHM PHARMACEUTICALS INC(RYTM) | 8,213 | 8,213 | 0 | 518,979 | 829,431 | 0.02% | +310,452 |
| WILLIAMS SONOMA INC(WSM) | 4,836 | 5,536 | +700 | 790,057 | 1,082,011 | 0.03% | +291,954 |
| TEREX CORP NEW(TEX) | 61,727 | 61,727 | 0 | 2,882,034 | 3,166,595 | 0.07% | +284,561 |