13F 机构持仓

SEB Asset Management AB

STOCKHOLM V7 · SEC CIK 0002127509

2026Q22026Q1 更早 9 个季度 🔒
$233.96亿2026Q1 申报市值
680持仓数
34.6%前十大占比 · 第一大 7.2%
0 / 0新建仓 / 清仓
申报市值走势$265.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.2%
AAPL 5.4%
AZN 4.9%
MSFT 4.3%
AMZN 2.7%
AVGO 2.5%
GOOGL 2.4%
GOOG 1.8%
META 1.7%
LLY 1.5%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
TTD THE TRADE DESK INC $200.66万0.01%88,437 —— — —
SOLV SOLVENTUM CORP $203.96万0.01%31,235 —— — —
PCTY PAYLOCITY HLDG CORP $206.40万0.01%19,104 —— — —
NEU NEWMARKET CORP $206.51万0.01%3,222 —— — —
HRL HORMEL FOODS CORP $212.47万0.01%93,804 —— — —
XP XP INC $213.27万0.01%112,009 —— — —
BXP BXP INC $219.06万0.01%42,209 —— — —
DPZ DOMINOS PIZZA INC $221.59万0.01%6,176 —— — —
HALO HALOZYME THERAPEUTICS INC $224.27万0.01%34,700 —— — —
IREN IREN LIMITED $227.62万0.01%66,399 —— — —
HSIC SCHEIN HENRY INC $227.64万0.01%30,887 —— — —
H HYATT HOTELS CORP $234.91万0.01%16,337 —— — —
TOST TOAST INC $235.23万0.01%88,732 —— — —
MICC MAGNUM ICE CREAM CO NV $235.38万0.01%160,729 —— — —
JKHY HENRY JACK & ASSOC INC $241.88万0.01%15,305 —— — —
PLTR PALANTIR TECHNOLOGIES INC $243.15万0.01%16,622 —— — —
ACM AECOM $243.73万0.01%28,735 —— — —
CG CARLYLE GROUP INC $244.05万0.01%50,434 —— — —
SMCI SUPER MICRO COMPUTER INC $244.28万0.01%107,283 —— — —
AFRM AFFIRM HLDGS INC $244.99万0.01%53,469 —— — —
DKS DICKS SPORTING GOODS INC $245.62万0.01%12,387 —— — —
DOC HEALTHPEAK PROPERTIES INC $248.83万0.01%151,450 —— — —
WSO WATSCO INC $254.40万0.01%6,993 —— — —
ADT ADT INC DEL $255.37万0.01%388,687 —— — —
RIVN RIVIAN AUTOMOTIVE INC $256.09万0.01%170,158 —— — —
BGSI BOYD GROUP SERVICES INC $259.42万0.01%20,386 —— — —
TW TRADEWEB MKTS INC $259.45万0.01%22,051 —— — —
TRU TRANSUNION $260.66万0.01%37,673 —— — —
NOC NORTHROP GRUMMAN CORP $260.68万0.01%3,821 —— — —
RKT ROCKET COS INC $264.73万0.01%185,778 —— — —
MKC MCCORMICK & CO INC $267.07万0.01%52,949 —— — —
RPM RPM INTL INC $270.71万0.01%27,234 —— — —
BVN COMPANIA DE MINAS BUENAVENTU $273.99万0.01%76,023 —— — —
OKTA OKTA INC $274.02万0.01%34,814 —— — —
MAA MID-AMER APT CMNTYS INC $274.27万0.01%22,459 —— — —
ASB ASSOCIATED BANC-CORP $274.42万0.01%106,119 —— — —
INVH INVITATION HOMES INC $274.55万0.01%110,484 —— — —
NWSA NEWS CORP NEW $278.71万0.01%111,799 —— — —
CLX CLOROX CO DEL $279.93万0.01%27,012 —— — —
IOT SAMSARA INC $282.34万0.01%89,093 —— — —
NDSN NORDSON CORP $282.56万0.01%10,620 —— — —
PAGS PAGSEGURO DIGITAL LTD $282.67万0.01%282,102 —— — —
LII LENNOX INTL INC $283.26万0.01%6,103 —— — —
UDR UDR INC $284.22万0.01%84,138 —— — —
IEX IDEX CORP $285.50万0.01%15,062 —— — —
VIPS VIPSHOP HLDGS LTD $286.23万0.01%182,079 —— — —
ANIP ANI PHARMACEUTICALS INC $293.10万0.01%38,114 —— — —
RBA RB GLOBAL INC $299.90万0.01%31,371 —— — —
TECK TECK RESOURCES LTD $300.51万0.01%58,165 —— — —
ALLE ALLEGION PLC $303.07万0.01%20,860 —— — —
VRDN VIRIDIAN THERAPEUTICS INC $307.01万0.01%156,957 —— — —
PNFP PINNACLE FINL PARTNERS INC $310.86万0.01%36,088 —— — —
WY WEYERHAEUSER CO $314.19万0.01%128,610 —— — —
JBHT HUNT J B TRANS SVCS INC $317.43万0.01%14,980 —— — —
ZBIO ZENAS BIOPHARMA INC $320.35万0.01%163,860 —— — —
AKAM AKAMAI TECHNOLOGIES INC $324.18万0.01%28,226 —— — —
R RYDER SYS INC $325.12万0.01%15,882 —— — —
MAS MASCO CORP $325.62万0.01%53,937 —— — —
CDW CDW CORP $327.70万0.01%27,078 —— — —
QSR RESTAURANT BRANDS INTL INC $329.38万0.01%44,654 —— — —
CRVS CORVUS PHARMACEUTICALS INC $331.86万0.01%226,837 —— — —
GPN GLOBAL PMTS INC $331.98万0.01%49,328 —— — —
PAAS PAN AMERN SILVER CORP $332.65万0.01%61,003 —— — —
CSGP COSTAR GROUP INC $336.41万0.01%83,393 —— — —
WST WEST PHARMACEUTICAL SVSC INC $337.81万0.01%13,478 —— — —
ALLY ALLY FINL INC $340.10万0.01%86,695 —— — —
LULU LULULEMON ATHLETICA INC $345.87万0.01%22,591 —— — —
— HOLOGIC INC $348.05万0.01%46,045 —— — —
RS RELIANCE INC $349.45万0.01%11,498 —— — —
ECHO ECHOSTAR CORP $349.91万0.01%29,889 —— — —
FCNCA FIRST CTZNS BANCSHARES INC D $353.94万0.02%1,878 —— — —
SBAC SBA COMMUNICATIONS CORP $354.48万0.02%20,596 —— — —
SLB SLB LIMITED $357.04万0.02%69,476 —— — —
GVA GRANITE CONSTR INC $357.29万0.02%29,804 —— — —
EL LAUDER ESTEE COS INC $357.36万0.02%49,793 —— — —
ZBH ZIMMER BIOMET HOLDINGS INC $357.38万0.02%39,524 —— — —
CNC CENTENE CORP DEL $360.75万0.02%110,185 —— — —
LEN LENNAR CORP $367.57万0.02%42,327 —— — —
ASTS AST SPACEMOBILE INC $370.98万0.02%44,766 —— — —
HTHT H WORLD GROUP LTD $371.04万0.02%73,781 —— — —
AVY AVERY DENNISON CORP $372.47万0.02%21,570 —— — —
CRWV COREWEAVE INC $373.72万0.02%48,241 —— — —
IP INTERNATIONAL PAPER CO $377.53万0.02%105,750 —— — —
RTX RTX CORPORATION $377.99万0.02%19,595 —— — —
AMCR AMCOR PLC $383.08万0.02%96,373 —— — —
MDB MONGODB INC $386.81万0.02%15,803 —— — —
HUBS HUBSPOT INC $388.49万0.02%15,915 —— — —
BRO BROWN & BROWN INC $389.00万0.02%59,654 —— — —
SOFI SOFI TECHNOLOGIES INC $390.80万0.02%246,095 —— — —
WRB BERKLEY W R CORP $394.52万0.02%59,523 —— — —
ALAB ASTERA LABS INC $402.56万0.02%36,730 —— — —
SW SMURFIT WESTROCK PLC $411.48万0.02%103,258 —— — —
BALL BALL CORP $412.32万0.02%69,755 —— — —
HUM HUMANA INC $420.09万0.02%24,228 —— — —
TSN TYSON FOODS INC $421.26万0.02%65,750 —— — —
LDOS LEIDOS HOLDINGS INC $426.84万0.02%27,446 —— — —
RDNT RADNET INC $428.66万0.02%76,697 —— — —
YELP YELP INC $429.31万0.02%173,528 —— — —
GIS GENERAL MILLS INC $430.22万0.02%115,588 —— — —
EFX EQUIFAX INC $431.50万0.02%23,963 —— — —