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SEB Asset Management AB 13F holdings
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SEB Asset Management AB 13F holdings

SEB Asset Management AB reported 698 positions with a total reported value of $26.6B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-04. Top holdings by reported value: NVDA NVIDIA CORPORATION (6.9%), AAPL APPLE INC (5.4%), GOOGL ALPHABET INC (4.8%), AZN ASTRAZENECA PLC (4.1%), MSFT MICROSOFT CORP (3.9%). Against 2026-03-31 it opened 61 new positions and exited 41. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.

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Top holdings

25 largest of 698 positions · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
NVDA NVIDIA CORPORATION9,176,983$1.8B6.9%
AAPL APPLE INC4,994,409$1.4B5.4%
GOOGL ALPHABET INC3,574,887$1.3B4.8%
AZN ASTRAZENECA PLC5,736,648$1.1B4.1%
MSFT MICROSOFT CORP2,755,692$1.0B3.9%
AMZN AMAZON COM INC3,089,490$736.3M2.8%
AVGO BROADCOM INC1,765,025$666.7M2.5%
MU MICRON TECHNOLOGY INC460,698$531.8M2.0%
LLY ELI LILLY & CO390,198$468.0M1.8%
META META PLATFORMS INC713,825$402.1M1.5%
AMD ADVANCED MICRO DEVICES INC640,029$371.8M1.4%
JPM JPMORGAN CHASE & CO1,042,896$341.4M1.3%
JNJ JOHNSON & JOHNSON1,303,456$331.0M1.2%
APPLIED MATLS INC451,702$326.6M1.2%
TSLA TESLA INC670,003$281.8M1.1%
CSCO CISCO SYS INC2,024,332$237.8M0.9%
MA MASTERCARD INCORPORATED445,197$228.7M0.9%
C CITIGROUP INC1,619,914$226.7M0.9%
MRK MERCK & CO INC1,656,056$212.8M0.8%
ABBV ABBVIE INC838,323$211.0M0.8%
INTC INTEL CORP1,508,396$210.6M0.8%
V VISA INC600,994$206.2M0.8%
KLAC KLA CORP650,040$196.1M0.7%
LRCX LAM RESEARCH CORP448,909$194.5M0.7%
BMY BRISTOL-MYERS SQUIBB CO2,872,632$165.5M0.6%
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES

New positions this quarter

Held at 2026-06-30, not at 2026-03-31 · 61 in all · reported value as of 2026-06-30
HoldingSharesReported value% of portfolio
DOCU DOCUSIGN INC611,484$27.2M0.1%
ORKA ORUKA THERAPEUTICS INC196,753$18.7M<0.1%
HONEYWELL INTL INC79,761$17.9M<0.1%
HONA HONEYWELL AEROSPACE INC79,761$17.6M<0.1%
PRAX PRAXIS PRECISION MEDICINES I42,705$14.3M<0.1%
ONTO ONTO INNOVATION INC34,600$13.1M<0.1%
SPCX SPACE EXPLORATION TECHN CORP65,609$11.2M<0.1%
DFTX DEFINIUM THERAPEUTICS INC208,254$9.8M<0.1%
TVTX TRAVERE THERAPEUTICS INC164,673$9.4M<0.1%
FEDEX FGHT HLDG CO INC50,727$7.7M<0.1%
BCAX BICARA THERAPEUTICS INC232,156$6.9M<0.1%
OGC OCEANAGOLD CORP273,951$6.9M<0.1%
MDLN MEDLINE INC162,433$6.4M<0.1%
OC OWENS CORNING NEW37,864$6.0M<0.1%
TDC TERADATA CORP DEL129,178$4.5M<0.1%
FN FABRINET7,708$4.3M<0.1%
XPO XPO INC20,449$4.2M<0.1%
HAS HASBRO INC50,190$4.1M<0.1%
HEI HEICO CORP NEW15,569$4.0M<0.1%
FTI TECHNIPFMC PLC57,192$3.8M<0.1%
J JACOBS SOLUTIONS INC30,079$3.8M<0.1%
CNO FINL GROUP INC73,454$3.7M<0.1%
KR KROGER CO52,315$2.9M<0.1%
ARM ARM HOLDINGS PLC6,118$2.2M<0.1%
AUGO AURA MINERALS INC32,759$2.1M<0.1%

Sold out

Held at 2026-03-31, gone by 2026-06-30 · 41 in all · reported value as of 2026-03-31
HoldingShares 2026-03-31Reported value% of portfolio then
BSY BENTLEY SYS INC642,977$22.6M<0.1%
GFF GRIFFON CORP289,896$21.1M<0.1%
MKSI MKS INC.52,000$12.0M<0.1%
TTEK TETRA TECH INC NEW374,020$11.3M<0.1%
ASND ASCENDIS PHARMA A/S38,665$8.8M<0.1%
GDDY GODADDY INC100,365$8.3M<0.1%
KALVISTA PHARMACEUTICALS INC351,305$7.1M<0.1%
SOLENO THERAPEUTICS INC187,475$6.3M<0.1%
HAL HALLIBURTON CO147,554$5.8M<0.1%
IT GARTNER INC28,587$4.5M<0.1%
SLB SLB LIMITED69,476$3.6M<0.1%
HOLOGIC INC46,045$3.5M<0.1%
ZBIO ZENAS BIOPHARMA INC163,860$3.2M<0.1%
VIRIDIAN THERAPEUTICS INC156,957$3.1M<0.1%
DOC HEALTHPEAK PROPERTIES INC151,450$2.5M<0.1%
ACM AECOM28,735$2.4M<0.1%
JKHY HENRY JACK & ASSOC INC15,305$2.4M<0.1%
HRL HORMEL FOODS CORP93,804$2.1M<0.1%
SOLV SOLVENTUM CORP31,235$2.0M<0.1%
TTD THE TRADE DESK INC88,437$2.0M<0.1%
BLDR BUILDERS FIRSTSOURCE INC21,832$1.8M<0.1%
MNDY MONDAY COM LTD23,710$1.6M<0.1%
ZG ZILLOW GROUP INC32,630$1.4M<0.1%
SHLS SHOALS TECHNOLOGIES GROUP IN199,778$1.3M<0.1%
ABCL ABCELLERA BIOLOGICS INC340,267$1.2M<0.1%

Biggest increases and decreases

Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30

Increases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
KLAC KLA CORP78,638650,040+726.6%$196.1M
AMD ADVANCED MICRO DEVICES INC355,551640,029+80.0%$371.8M
MU MICRON TECHNOLOGY INC359,406460,698+28.2%$531.8M
CSCO CISCO SYS INC1,277,3862,024,332+58.5%$237.8M
BKNG BOOKING HOLDINGS INC20,525457,744+2,130.2%$81.6M
INTC INTEL CORP961,9401,508,396+56.8%$210.6M
MRVL MARVELL TECHNOLOGY INC203,203428,986+111.1%$127.8M
VRT VERTIV HOLDINGS CO131,362313,586+138.7%$105.0M
COHR COHERENT CORP30,007176,908+489.6%$69.8M
SYK STRYKER CORPORATION263,366398,062+51.1%$125.3M
SNOW SNOWFLAKE INC76,336223,145+192.3%$56.8M
GOOGL ALPHABET INC3,487,9343,574,887+2.5%$1.3B

Decreases

HoldingShares 2026-03-31Shares 2026-06-30ChangeReported value
NVDA NVIDIA CORPORATION9,706,4669,176,983-5.5%$1.8B
C CITIGROUP INC2,230,5971,619,914-27.4%$226.7M
TD TORONTO DOMINION BK ONT1,494,394831,989-44.3%$101.1M
MA MASTERCARD INCORPORATED587,548445,197-24.2%$228.7M
CB CHUBB LIMITED519,939322,059-38.1%$109.7M
MELI MERCADOLIBRE INC94,02958,436-37.9%$99.2M
XYL XYLEM INC558,16283,163-85.1%$9.8M
AVGO BROADCOM INC1,911,1311,765,025-7.6%$666.7M
JPM JPMORGAN CHASE & CO1,210,8261,042,896-13.9%$341.4M
PANW PALO ALTO NETWORKS INC557,704409,347-26.6%$139.6M
GILD GILEAD SCIENCES INC1,233,000836,260-32.2%$105.7M
APPLIED MATLS INC512,119451,702-11.8%$326.6M
CIK 2127509 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY

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Source: U.S. Securities and Exchange Commission (EDGAR) and other official government data · Updated 2026-10-12 · For informational purposes only, not investment advice.
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