E. Ohman J:or Asset Management AB 13F Holdings

Disclosed positions

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NVIDIA	NVDA	COM	$347,978,520	1,739,110	SH	None
MICROSOFT	MSFT	COM	$274,568,085	736,068	SH	None
ALPHABET A	GOOGL	CAP STK CL A	$263,127,243	736,288	SH	None
APPLE	AAPL	COM	$246,072,033	850,401	SH	None
AMAZON	AMZN	COM	$194,501,170	816,066	SH	None
BROADCOM	AVGO	COM	$189,928,167	502,788	SH	None
JP MORGAN CHASE	JPM	COM	$103,452,974	316,051	SH	None
VISA A	V	COM CL A	$100,468,760	292,835	SH	None
ELI LILLY	LLY	COM	$78,286,796	65,270	SH	None
TAIWAN SEMICOND ADR	TSM	SPONSORED ADS	$72,538,585	151,891	SH	None
IBM	IBM	COM	$62,000,337	220,477	SH	None
META PLATFORMS	META	CL A	$54,876,275	97,421	SH	None
PALO ALTO NETWORKS	PANW	COM	$53,289,490	156,265	SH	None
COLGATE PALMOLIVE	CL	COM	$51,736,032	564,311	SH	None
ALPHABET C	GOOG	CAP STK CL C	$51,185,150	144,865	SH	None
WW GRAINGER	GWW	COM	$47,858,872	35,180	SH	None
MASTERCARD	MA	CL A	$46,994,400	91,500	SH	None
MICRON TECH	MU	COM	$45,968,445	39,824	SH	None
SERVICENOW	NOW	COM	$42,475,558	427,836	SH	None
PROLOGIS	PLD	COM	$41,431,603	305,836	SH	None
STRYKER	SYK	COM	$41,392,330	131,471	SH	None
BLACKROCK	BLK	COM	$40,973,995	42,612	SH	None
CAPITAL ONE FIN	COF	COM	$39,678,423	197,779	SH	None
PROGRESSIVE	PGR	COM	$39,535,736	180,983	SH	None
FORTINET	FTNT	COM	$39,268,191	255,619	SH	None
THERMO FISCHER SCIEN	TMO	COM	$39,048,424	77,885	SH	None
ICICI BANK LTD ADR	IBN	ADR	$39,008,888	1,343,744	SH	None
FIRST SOLAR	FSLR	COM	$35,859,549	151,973	SH	None
ADV MICRO DEV	AMD	COM	$33,416,267	57,524	SH	None
DOVER CORP	DOV	COM	$32,957,722	146,949	SH	None
MERCADOLIBRE	MELI	INC	$32,496,532	19,145	SH	None
ALBERTSONS COMPANIES	ACI	COMMON STOCK	$31,407,108	2,321,294	SH	None
PRICESMART	PSMT	COM	$30,654,511	156,929	SH	None
COMFORT SYSTEMS USA	FIX	COM	$30,617,164	15,448	SH	None
MICROCHIP TECHNOLOGY	MCHP	COM	$30,311,870	332,367	SH	None
WATTS WATER TECHN	WTS	CL A	$29,916,566	76,425	SH	None
SALESFORCE	CRM	COM	$29,631,299	189,144	SH	None
GENERAC HOLDINGS	GNRC	COM	$29,555,070	100,936	SH	None
CONSTELLATION ENERGY	CEG	COM	$28,692,448	115,523	SH	None
RADNET	RDNT	COM	$27,934,413	452,966	SH	None
UBER TECHNOLOGIES	UBER	COM	$27,674,803	383,520	SH	None
VEEVA SYSTEMS	VEEV	CL A COM	$27,304,647	153,855	SH	None
APPLIED MATERIALS	AMAT	COM	$26,368,533	36,471	SH	None
CYTOKINETICS	CYTK	COM NEW	$25,949,811	304,611	SH	None
AUTODESK	ADSK	COM	$24,889,260	128,018	SH	None
LAM RESEARCH	LRCX	COM NEW	$24,851,909	57,351	SH	None
ROLLINS	ROL	COM	$22,984,882	550,668	SH	None
INTEL	INTC	COM	$21,643,348	155,005	SH	None
LUMENTUM HOLDINGS	LITE	COM	$21,503,842	25,061	SH	None
OKTA	OKTA	CL A	$19,942,986	146,156	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.