E. Ohman J:or Asset Management AB
STOCKHOLM V7 · SEC CIK 0002009396
$37.77亿2026Q1 申报市值
477持仓数
43.1%前十大占比 · 第一大 8.2%
18 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSM 加仓+$2,404.11万
MELI 加仓+$2,191.71万
UBER 加仓+$2,026.99万
GNRC 新建仓+$1,997.15万
AVGO 加仓+$1,733.35万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$4,486.86万
FIX 减仓-$4,239.02万
ABNB 减仓-$3,122.11万
AMZN 减仓-$2,821.91万
DOCS 清仓-$2,469.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DOCS | DOXIMITY | $0 | 0.00% | 0 | -557,793 | -100.0% | -$2,469.91万 | 清仓 |
| BRBR | BELLRING BRANDS | $0 | 0.00% | 0 | -711,625 | -100.0% | -$1,902.17万 | 清仓 |
| PEN | PENUMBRA | $0 | 0.00% | 0 | -18,612 | -100.0% | -$578.67万 | 清仓 |
| FOUR | SHIFT4 PAYMENTS | $0 | 0.00% | 0 | -40,036 | -100.0% | -$252.11万 | 清仓 |
| VITL | VITAL FARMS | $0 | 0.00% | 0 | -58,240 | -100.0% | -$186.02万 | 清仓 |
| — | GLOBAL BUSINESS TRAV | $0 | 0.00% | 0 | -237,167 | -100.0% | -$181.43万 | 清仓 |
| JLL | JONES LANG LASALLE | $0 | 0.00% | 0 | -3,740 | -100.0% | -$125.84万 | 清仓 |
| RPD | RAPID7 | $0 | 0.00% | 0 | -41,755 | -100.0% | -$63.47万 | 清仓 |
| DOCU | DOCUSIGN | $0 | 0.00% | 0 | -7,900 | -100.0% | -$54.04万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON | $0 | 0.00% | 0 | -6,150 | -100.0% | -$51.88万 | 清仓 |
| NTNX | NUTANIX A | $0 | 0.00% | 0 | -9,800 | -100.0% | -$50.66万 | 清仓 |
| DT | DYNATRACE | $0 | 0.00% | 0 | -11,219 | -100.0% | -$48.62万 | 清仓 |
| AMH | AMERICAN HOMES 4 REN | $0 | 0.00% | 0 | -13,900 | -100.0% | -$44.62万 | 清仓 |
| BXP | BOSTON PROPERTIES | $0 | 0.00% | 0 | -6,600 | -100.0% | -$44.54万 | 清仓 |
| PAYC | PAYCOM SOFTWARE | $0 | 0.00% | 0 | -2,700 | -100.0% | -$43.03万 | 清仓 |
| BAX | BAXTER INTL | $0 | 0.00% | 0 | -19,668 | -100.0% | -$37.59万 | 清仓 |
| SJM | JM SMUCKER | $0 | 0.00% | 0 | -3,572 | -100.0% | -$34.94万 | 清仓 |
| ARE | ALEX REAL ESTATE EQ | $0 | 0.00% | 0 | -7,100 | -100.0% | -$34.75万 | 清仓 |
| BSY | BENTLEY SYSTEMS | $0 | 0.00% | 0 | -9,053 | -100.0% | -$34.55万 | 清仓 |
| TAL | TAL EDUCATION ADR | $0 | 0.00% | 0 | -30,000 | -100.0% | -$32.73万 | 清仓 |
| ELS | EQUITY LIFESTYLE PRO | $0 | 0.00% | 0 | -1,877 | -100.0% | -$11.38万 | 清仓 |
| FG | F&G ANNUITIES & LIFE | $0 | 0.00% | 0 | -110 | -100.0% | -$3,394 | 清仓 |
| OKLO | OKLO | $9.92万 | 0.00% | 2,000 | 2,000 | — | $9.92万 | 新建仓 |
| SNAP | SNAP | $11.24万 | 0.00% | 24,429 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP A | $11.50万 | 0.00% | 800 | 800 | — | $11.50万 | 新建仓 |
| CRBG | COREBRIDGE FINANCIAL | $19.09万 | 0.01% | 8,000 | 8,000 | — | $19.09万 | 新建仓 |
| ERIE | ERIE INDEMNITY | $20.10万 | 0.01% | 800 | 800 | — | $20.10万 | 新建仓 |
| IONQ | IONQ | $21.42万 | 0.01% | 7,429 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUT | $21.78万 | 0.01% | 4,518 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES HOLD | $22.56万 | 0.01% | 2,450 | 1,500 | 157.9% | $13.81万 | 加仓 |
| Z | ZILLOW GROUP | $23.70万 | 0.01% | 5,727 | 0 | 0.0% | — | 不变 |
| TTD | TRADE DESK | $26.64万 | 0.01% | 11,739 | -6,500 | -35.6% | -$14.75万 | 减仓 |
| FOX | FOX CORP B | $27.29万 | 0.01% | 5,140 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP | $28.19万 | 0.01% | 1,028 | 1,028 | — | $28.19万 | 新建仓 |
| EQH | EQUITABLE HOLDINGS | $28.57万 | 0.01% | 7,700 | -5,300 | -40.8% | -$19.67万 | 减仓 |
| PNFP | PINNACLE FINANCIAL P | $30.15万 | 0.01% | 3,500 | 3,500 | — | $30.15万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER | $30.27万 | 0.01% | 13,294 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP USD | $30.66万 | 0.01% | 12,300 | -3,300 | -21.2% | -$8.23万 | 减仓 |
| AFRM | AFFIRM HOLDINGS | $30.97万 | 0.01% | 6,760 | 4,828 | 249.9% | $22.12万 | 加仓 |
| RPM | RPM INTERNATIONAL | $31.37万 | 0.01% | 3,156 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN | $31.80万 | 0.01% | 4,659 | -1,700 | -26.7% | -$11.60万 | 减仓 |
| RKT | ROCKET COS INC | $32.44万 | 0.01% | 22,764 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM | $32.65万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP ADR | $33.48万 | 0.01% | 21,300 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON | $33.55万 | 0.01% | 1,261 | -520 | -29.2% | -$13.84万 | 减仓 |
| VRNS | VARONIS SYSTEMS | $33.71万 | 0.01% | 15,700 | -16,000 | -50.5% | -$34.35万 | 减仓 |
| FNF | FIDELITY INTL FINANC | $34.06万 | 0.01% | 7,343 | 5,500 | 298.4% | $25.51万 | 加仓 |
| DPZ | DOMINOS PIZZA (USD) | $34.73万 | 0.01% | 968 | 320 | 49.4% | $11.48万 | 加仓 |
| GEN | GEN DIGITAL | $34.74万 | 0.01% | 18,450 | 0 | 0.0% | — | 不变 |
| PINS | $34.97万 | 0.01% | 19,067 | 0 | 0.0% | — | 不变 | |
| TME | TENCENT MUSIC ADR | $35.26万 | 0.01% | 38,000 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $35.92万 | 0.01% | 5,316 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $36.01万 | 0.01% | 15,900 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS | $36.22万 | 0.01% | 3,305 | 0 | 0.0% | — | 不变 |
| UDR | UDR | $36.65万 | 0.01% | 10,849 | 7,639 | 238.0% | $25.80万 | 加仓 |
| CRWV | COREWEAVE A | $36.72万 | 0.01% | 4,740 | 3,500 | 282.3% | $27.11万 | 加仓 |
| BVN | COMPANIA DE MINA ADR | $36.76万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROP | $36.88万 | 0.01% | 22,445 | -7,100 | -24.0% | -$11.67万 | 减仓 |
| ESS | ESSEX PROPERTY TRUST | $37.34万 | 0.01% | 1,543 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO | $37.95万 | 0.01% | 179,000 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $38.17万 | 0.01% | 4,500 | -900 | -16.7% | -$7.63万 | 减仓 |
| RYTM | RHYTHM PHARMA | $38.35万 | 0.01% | 4,409 | -2,180 | -33.1% | -$18.96万 | 减仓 |
| FOXA | FOX CORP A | $38.41万 | 0.01% | 6,577 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP A | $38.59万 | 0.01% | 1,828 | 1,287 | 237.9% | $27.17万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE | $38.70万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES | $38.90万 | 0.01% | 4,000 | 4,000 | — | $38.90万 | 新建仓 |
| IOT | SAMSARA A | $39.13万 | 0.01% | 12,347 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS | $39.43万 | 0.01% | 12,116 | 0 | 0.0% | — | 不变 |
| BALL | BALL | $40.19万 | 0.01% | 6,800 | -3,500 | -34.0% | -$20.69万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES C | $40.77万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY A | $41.75万 | 0.01% | 5,050 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAG | $42.25万 | 0.01% | 19,975 | 0 | 0.0% | — | 不变 |
| WRB | WR BERKLEY | $43.39万 | 0.01% | 6,547 | -4,200 | -39.1% | -$27.84万 | 减仓 |
| RDDT | REDDIT A | $43.41万 | 0.01% | 3,224 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL | $43.49万 | 0.01% | 937 | -380 | -28.9% | -$17.64万 | 减仓 |
| PODD | INSULET | $44.07万 | 0.01% | 2,100 | -550 | -20.8% | -$11.54万 | 减仓 |
| CDW | CDW | $44.33万 | 0.01% | 3,663 | 0 | 0.0% | — | 不变 |
| GGG | GRACO | $44.86万 | 0.01% | 5,300 | -1,300 | -19.7% | -$11.00万 | 减仓 |
| GPN | GLOBAL PAYMENTS | $45.46万 | 0.01% | 6,755 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP OF AM | $45.73万 | 0.01% | 2,155 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON | $45.76万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY | $45.87万 | 0.01% | 6,750 | -2,850 | -29.7% | -$19.37万 | 减仓 |
| ECHO | ECHOSTAR CORP | $45.89万 | 0.01% | 3,920 | -700 | -15.2% | -$8.19万 | 减仓 |
| OKTA | OKTA | $46.09万 | 0.01% | 5,856 | 0 | 0.0% | — | 不变 |
| TOST | TOAST | $46.13万 | 0.01% | 17,400 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENC | $46.27万 | 0.01% | 3,512 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $46.33万 | 0.01% | 23,108 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HOLDINGS ADR | $46.50万 | 0.01% | 3,400 | 900 | 36.0% | $12.31万 | 加仓 |
| GPC | GENUINE PARTS | $46.74万 | 0.01% | 4,420 | -1,880 | -29.8% | -$19.88万 | 减仓 |
| MKC | MCCORMICK | $46.84万 | 0.01% | 9,287 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $47.13万 | 0.01% | 29,677 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO | $47.47万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $47.74万 | 0.01% | 6,900 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY A | $48.06万 | 0.01% | 45,637 | 45,637 | — | $48.06万 | 新建仓 |
| JBHT | JB HUNT TRANSPORT | $48.31万 | 0.01% | 2,280 | -900 | -28.3% | -$19.07万 | 减仓 |
| TW | TRADEWEB MARKETS | $48.52万 | 0.01% | 4,124 | 0 | 0.0% | — | 不变 |
| MAA | MID-AM APRTMNT COMM | $48.79万 | 0.01% | 3,995 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES | $48.81万 | 0.01% | 19,643 | -4,600 | -19.0% | -$11.43万 | 减仓 |
| MAS | MASCO | $48.90万 | 0.01% | 8,100 | 0 | 0.0% | — | 不变 |
| FFIV | F5 | $49.04万 | 0.01% | 1,695 | -500 | -22.8% | -$14.47万 | 减仓 |