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
CF CF INDUSTRIES HOLD $1,990.63万0.09%153,314 —— — —
JLL JONES LANG LASALLE INC $1,982.09万0.08%65,132 —— — —
TER TERADYNE INC $1,978.19万0.08%66,727 —— — —
GEN GEN DIGITAL INC $1,948.33万0.08%1,034,695 —— — —
DELL DELL TECHNOLOGIES INC $1,936.42万0.08%117,981 —— — —
VICI VICI PPTYS INC $1,917.53万0.08%701,877 —— — —
ICE INTERCONTINENTAL EXCHANGE IN $1,905.90万0.08%121,179 —— — —
TENB TENABLE HLDGS INC $1,893.55万0.08%1,119,449 —— — —
WPC WP CAREY INC $1,883.64万0.08%277,169 —— — —
IBRX IMMUNITYBIO INC $1,876.96万0.08%2,447,150 —— — —
AMT AMERICAN TOWER CORP $1,852.47万0.08%107,340 —— — —
APTV APTIV PLC $1,837.90万0.08%264,675 —— — —
PCAR PACCAR INC $1,832.56万0.08%158,663 —— — —
EME EMCOR GROUP INC $1,805.68万0.08%24,457 —— — —
SCCO SOUTHERN COPPER CORP $1,796.37万0.08%104,404 —— — —
VRSN VERISIGN INC $1,793.33万0.08%72,207 —— — —
BNTX BIONTECH SE $1,780.43万0.08%200,108 —— — —
COST COSTCO WHOLESALE CORPORATION $1,764.68万0.08%17,710 —— — —
BX BLACKSTONE INC $1,764.16万0.08%153,419 —— — —
BAP CREDICORP LTD $1,761.43万0.08%51,932 —— — —
BBIO BRIDGEBIO PHARMA INC $1,751.15万0.07%235,813 —— — —
PWR QUANTA SVCS INC $1,747.91万0.07%31,837 —— — —
MRSH MARSH & MCLENNAN COS INC $1,713.03万0.07%98,762 —— — —
NTRA NATERA INC $1,701.39万0.07%85,074 —— — —
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,688.52万0.07%275,227 —— — —
SHW SHERWIN WILLIAMS CO $1,680.29万0.07%52,419 —— — —
ACGL ARCH CAP GROUP LTD $1,679.64万0.07%174,981 —— — —
REGN REGENERON PHARMACEUTICALS $1,676.40万0.07%21,697 —— — —
ONC BEONE MEDICINES LTD $1,665.35万0.07%56,078 —— — —
BMRN BIOMARIN PHARMACEUTICAL INC $1,656.72万0.07%293,277 —— — —
NBIS NEBIUS GROUP N.V. $1,654.73万0.07%394,010 —— — —
RCL ROYAL CARIBBEAN GROUP $1,650.91万0.07%59,994 —— — —
ROST ROSS STORES INC $1,650.85万0.07%76,206 —— — —
CAH CARDINAL HEALTH INC $1,648.30万0.07%78,004 —— — —
APH AMPHENOL CORP $1,622.49万0.07%128,412 —— — —
OMC OMNICOM GROUP INC $1,619.68万0.07%215,068 —— — —
ORLY OREILLY AUTOMOTIVE INC $1,617.83万0.07%175,260 —— — —
ECL ECOLAB INC $1,615.14万0.07%60,715 —— — —
SNDK SANDISK CORP $1,601.63万0.07%25,209 —— — —
MDLZ MONDELEZ INTL INC $1,601.47万0.07%277,840 —— — —
MTD METTLER TOLEDO INTERNATIONAL $1,588.86万0.07%12,598 —— — —
MMM 3M CO $1,579.72万0.07%108,774 —— — —
KKR KKR & CO INC $1,579.40万0.07%170,746 —— — —
CSX CSX CORP $1,565.14万0.07%381,277 —— — —
RNR RENAISSANCERE HLDGS LTD $1,564.97万0.07%52,652 —— — —
CTVA CORTEVA INC $1,545.02万0.07%184,568 —— — —
CRDO CREDO TECHNOLOGY GROUP HOLDI $1,535.79万0.07%163,608 —— — —
YUM YUM BRANDS INC $1,528.54万0.07%98,311 —— — —
MCO MOODYS CORP $1,525.61万0.07%34,971 —— — —
APD AIR PRODUCTS AND CHEMICALS I $1,524.06万0.07%52,465 —— — —
SNA SNAP ON INC $1,513.14万0.06%41,659 —— — —
HWM HOWMET AEROSPACE INC $1,501.88万0.06%65,169 —— — —
NXT NEXTPOWER INC $1,470.15万0.06%121,954 —— — —
Q QNITY ELECTRONICS INC $1,460.48万0.06%126,580 —— — —
UPS UNITED PARCEL SVCS INC $1,459.60万0.06%148,363 —— — —
CIEN CIENA CORP $1,455.05万0.06%37,479 —— — —
BTSG BRIGHTSPRING HEALTH SVCS INC $1,454.98万0.06%341,465 —— — —
WSM WILLIAMS SONOMA INC $1,451.58万0.06%79,613 —— — —
DLR DIGITAL RLTY TR INC $1,446.27万0.06%80,255 —— — —
ATO ATMOS ENERGY CORP $1,439.84万0.06%77,947 —— — —
NET CLOUDFLARE INC $1,421.37万0.06%68,885 —— — —
CRH CRH PLC $1,417.80万0.06%134,874 —— — —
NTCT NETSCOUT SYS INC $1,413.66万0.06%444,688 —— — —
WAB WABTEC $1,402.24万0.06%56,110 —— — —
BEN FRANKLIN RESOURCES INC $1,401.89万0.06%593,519 —— — —
PTC PTC INC $1,393.71万0.06%97,811 —— — —
ELV ELEVANCE HEALTH INC FORMERLY $1,392.90万0.06%47,580 —— — —
NSC NORFOLK SOUTHN CORP $1,372.49万0.06%47,822 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $1,359.27万0.06%40,221 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $1,339.51万0.06%27,953 —— — —
FNF FIDELITY NATL FINL INC $1,335.88万0.06%288,030 —— — —
— WARNER BROS DISCOVERY INC $1,319.12万0.06%480,378 —— — —
URI UNITED RENTALS INC $1,312.21万0.06%18,011 —— — —
FOX FOX CORP $1,305.73万0.06%245,900 —— — —
NKE NIKE INC $1,302.49万0.06%246,591 —— — —
TAL TAL ED GROUP $1,300.97万0.06%1,144,214 —— — —
RPRX ROYALTY PHARMA PLC $1,296.67万0.06%270,309 —— — —
KGC KINROSS GOLD CORP $1,263.69万0.05%414,659 —— — —
DASH DOORDASH INC $1,256.11万0.05%83,657 —— — —
ADM ARCHER DANIELS MIDLAND CO $1,251.31万0.05%172,143 —— — —
TGT TARGET CORP $1,236.29万0.05%102,004 —— — —
PAYX PAYCHEX INC $1,227.84万0.05%133,287 —— — —
EXTR EXTREME NETWORKS INC $1,219.16万0.05%808,461 —— — —
DXC DXC TECHNOLOGY CO $1,210.31万0.05%962,856 —— — —
AJG GALLAGHER ARTHUR J & CO $1,204.08万0.05%55,595 —— — —
KRYS KRYSTAL BIOTECH INC $1,197.13万0.05%46,343 —— — —
MKSI MKS INC. $1,195.01万0.05%52,000 —— — —
ZM ZOOM COMMUNICATIONS INC $1,183.52万0.05%147,223 —— — —
GPCR STRUCTURE THERAPEUTICS INC $1,181.11万0.05%245,043 —— — —
AFL AFLAC INC $1,169.06万0.05%106,559 —— — —
SITE SITEONE LANDSCAPE SUPPLY INC $1,166.35万0.05%87,623 —— — —
JBL JABIL INC $1,165.00万0.05%43,858 —— — —
P EVERPURE INC $1,163.74万0.05%197,110 —— — —
SNOW SNOWFLAKE INC $1,151.30万0.05%76,336 —— — —
NXPI NXP SEMICONDUCTORS N V $1,144.78万0.05%58,152 —— — —
FLEX FLEXTRONICS INTL LTD $1,141.08万0.05%174,317 —— — —
O REALTY INCOME CORP $1,140.14万0.05%186,359 —— — —
FAST FASTENAL CO $1,137.47万0.05%245,144 —— — —
AZO AUTOZONE INC $1,134.60万0.05%3,359 —— — —
RUSHA RUSH ENTERPRISES INC $1,128.60万0.05%170,716 —— — —