SEB Asset Management AB
STOCKHOLM V7 · SEC CIK 0002127509
$265.60亿2026Q2 申报市值
700持仓数
34.1%前十大占比 · 第一大 6.9%
61 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMD 加仓+$1.65亿
MU 加仓+$1.17亿
CSCO 加仓+$8,773.62万
INTC 加仓+$7,630.16万
MRVL 加仓+$6,725.84万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1.06亿
C 减仓-$8,547.11万
TD 减仓-$8,051.04万
MA 减仓-$7,311.14万
CB 减仓-$6,742.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -642,977 | -100.0% | -$2,258.13万 | 清仓 |
| GFF | GRIFFON CORP | $0 | 0.00% | 0 | -289,896 | -100.0% | -$2,106.96万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -52,000 | -100.0% | -$1,195.01万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -374,020 | -100.0% | -$1,126.55万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -378,985 | -100.0% | -$980.81万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -38,665 | -100.0% | -$884.38万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -100,365 | -100.0% | -$829.72万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -351,305 | -100.0% | -$707.18万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -187,475 | -100.0% | -$627.67万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -147,554 | -100.0% | -$575.31万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -28,587 | -100.0% | -$452.65万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -69,476 | -100.0% | -$357.04万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -46,045 | -100.0% | -$348.05万 | 清仓 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -163,860 | -100.0% | -$320.35万 | 清仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -156,957 | -100.0% | -$307.01万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -151,450 | -100.0% | -$248.83万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -28,735 | -100.0% | -$243.73万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -15,305 | -100.0% | -$241.88万 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -93,804 | -100.0% | -$212.47万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -31,235 | -100.0% | -$203.96万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -88,437 | -100.0% | -$200.66万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -21,832 | -100.0% | -$179.74万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -23,710 | -100.0% | -$163.86万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -32,630 | -100.0% | -$135.02万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -199,778 | -100.0% | -$131.45万 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -340,267 | -100.0% | -$118.75万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -22,769 | -100.0% | -$112.91万 | 清仓 |
| FUTU | FUTU HLDGS LTD | $0 | 0.00% | 0 | -8,119 | -100.0% | -$111.04万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -4,937 | -100.0% | -$75.83万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -9,105 | -100.0% | -$63.08万 | 清仓 |
| DAN | DANA INC | $0 | 0.00% | 0 | -14,731 | -100.0% | -$49.57万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -8,423 | -100.0% | -$39.36万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -67,449 | -100.0% | -$31.03万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -7,179 | -100.0% | -$26.58万 | 清仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $0 | 0.00% | 0 | -5,499 | -100.0% | -$24.66万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -700 | -100.0% | -$24.17万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -3,036 | -100.0% | -$23.34万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,500 | -100.0% | -$22.91万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -35,107 | -100.0% | -$21.03万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -1,640 | -100.0% | -$20.08万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -26,200 | -100.0% | -$19.49万 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $9.18万 | 0.00% | 178,552 | 1,391 | 0.8% | $715 | 加仓 |
| MAT | MATTEL INC | $14.19万 | 0.00% | 10,222 | 49 | 0.5% | $680 | 加仓 |
| — | DATAVAULT AI INC | $15.30万 | 0.00% | 437,194 | 3,401 | 0.8% | $1,190 | 加仓 |
| — | SOLOWIN HOLDINGS | $19.00万 | 0.00% | 58,093 | 474 | 0.8% | $1,550 | 加仓 |
| WT | WISDOMTREE INC | $20.46万 | 0.00% | 12,080 | 91 | 0.8% | $1,542 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $20.70万 | 0.00% | 4,986 | 4,986 | — | $20.70万 | 新建仓 |
| GTX | GARRETT MOTION INC | $20.89万 | 0.00% | 5,766 | -18,845 | -76.6% | -$68.28万 | 减仓 |
| TU | TELUS CORPORATION | $20.98万 | 0.00% | 19,844 | 3,833 | 23.9% | $4.05万 | 加仓 |
| ALMU | AELUMA INC | $21.29万 | 0.00% | 9,640 | 9,640 | — | $21.29万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $21.76万 | 0.00% | 3,983 | 3,983 | — | $21.76万 | 新建仓 |
| ONT | ONTERRIS INC | $22.45万 | 0.00% | 11,109 | 11,109 | — | $22.45万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $22.78万 | 0.00% | 2,277 | 2,277 | — | $22.78万 | 新建仓 |
| — | ZENATECH INC | $22.80万 | 0.00% | 151,982 | 1,270 | 0.8% | $1,905 | 加仓 |
| WLDN | WILLDAN GROUP INC | $22.95万 | 0.00% | 2,902 | 2,902 | — | $22.95万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $23.73万 | 0.00% | 36,676 | 379 | 1.0% | $2,452 | 加仓 |
| BZ | KANZHUN LIMITED | $23.74万 | 0.00% | 18,447 | -21,303 | -53.6% | -$27.42万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $23.81万 | 0.00% | 2,944 | 2,944 | — | $23.81万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $24.36万 | 0.00% | 18,004 | 18,004 | — | $24.36万 | 新建仓 |
| SCI | SERVICE CORP INTL | $24.88万 | 0.00% | 3,276 | 3,276 | — | $24.88万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $25.38万 | 0.00% | 5,316 | 5,316 | — | $25.38万 | 新建仓 |
| TXT | TEXTRON INC | $25.44万 | 0.00% | 2,773 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $26.82万 | 0.00% | 5,811 | 5,811 | — | $26.82万 | 新建仓 |
| QUIK | QUICKLOGIC CORP | $27.62万 | 0.00% | 13,832 | 94 | 0.7% | $1,877 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.64万 | 0.00% | 3,949 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $27.74万 | 0.00% | 12,884 | 1,652 | 14.7% | $3.56万 | 加仓 |
| KFY | KORN FERRY | $27.76万 | 0.00% | 4,169 | 4,169 | — | $27.76万 | 新建仓 |
| TPC | TUTOR PERINI CORP | $27.83万 | 0.00% | 3,354 | 3,354 | — | $27.83万 | 新建仓 |
| III | INFORMATION SVCS GROUP INC | $28.20万 | 0.00% | 68,603 | 717 | 1.1% | $2,947 | 加仓 |
| IESC | IES HOLDINGS INC | $28.36万 | 0.00% | 386 | -114 | -22.8% | -$8.38万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $29.08万 | 0.00% | 11,257 | 2,944 | 35.4% | $7.60万 | 加仓 |
| ARMK | ARAMARK | $30.41万 | 0.00% | 5,345 | 0 | 0.0% | — | 不变 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $30.60万 | 0.00% | 15,393 | 121 | 0.8% | $2,405 | 加仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $30.67万 | 0.00% | 36,726 | -118,200 | -76.3% | -$98.70万 | 减仓 |
| LAUR | LAUREATE ED INC | $30.76万 | 0.00% | 8,470 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $31.05万 | 0.00% | 3,703 | 320 | 9.5% | $2.68万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $32.65万 | 0.00% | 2,080 | 2,080 | — | $32.65万 | 新建仓 |
| XP | XP INC | $33.23万 | 0.00% | 20,434 | -91,575 | -81.8% | -$148.90万 | 减仓 |
| GNTX | GENTEX CORP | $33.91万 | 0.00% | 13,418 | 13,418 | — | $33.91万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $35.09万 | 0.00% | 31,029 | 31,029 | — | $35.09万 | 新建仓 |
| DCI | DONALDSON INC | $38.43万 | 0.00% | 4,281 | 4,281 | — | $38.43万 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $38.50万 | 0.00% | 16,208 | 16,208 | — | $38.50万 | 新建仓 |
| WEX | WEX INC | $39.36万 | 0.00% | 2,790 | 2,790 | — | $39.36万 | 新建仓 |
| AGNT | AGNT INC | $39.92万 | 0.00% | 73,796 | -24,178 | -24.7% | -$13.08万 | 减仓 |
| — | VUZIX CORP | $40.48万 | 0.00% | 139,602 | 1,073 | 0.8% | $3,112 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $40.83万 | 0.00% | 5,865 | -1,933 | -24.8% | -$13.46万 | 减仓 |
| ERIE | ERIE INDTY CO | $40.93万 | 0.00% | 1,707 | -3,500 | -67.2% | -$83.91万 | 减仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $42.07万 | 0.00% | 16,352 | -8,176 | -33.3% | -$21.04万 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $42.12万 | 0.00% | 27,457 | 219 | 0.8% | $3,359 | 加仓 |
| FNKO | FUNKO INC | $44.25万 | 0.00% | 75,247 | 586 | 0.8% | $3,446 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $44.30万 | 0.00% | 3,055 | 689 | 29.1% | $9.99万 | 加仓 |
| DBX | DROPBOX INC | $44.38万 | 0.00% | 16,156 | 16,156 | — | $44.38万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $44.46万 | 0.00% | 3,761 | -24,465 | -86.7% | -$289.20万 | 减仓 |
| RL | RALPH LAUREN CORP | $45.08万 | 0.00% | 1,123 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $47.20万 | 0.00% | 3,521 | 3,521 | — | $47.20万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $48.25万 | 0.00% | 5,761 | 5,761 | — | $48.25万 | 新建仓 |
| S | SENTINELONE INC | $48.65万 | 0.00% | 28,666 | 372 | 1.3% | $6,313 | 加仓 |
| BCO | BRINKS CO | $49.37万 | 0.00% | 5,225 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $49.43万 | 0.00% | 17,975 | 17,975 | — | $49.43万 | 新建仓 |
| PINS | PINTEREST INC | $51.37万 | 0.00% | 24,428 | -283,942 | -92.1% | -$597.13万 | 减仓 |