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 |