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SEB Asset Management AB

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2127509

$26.56B

disclosed book value

700

positions

6.9%

largest position share

Positions, as of 2026-06-30

top 100 of 700 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION9.2M$1.84B6.9%
2AAPLAPPLE INC5.0M$1.45B5.4%
3ASTRAZENECA PLC5.7M$1.08B4.1%
4MSFTMICROSOFT CORP2.8M$1.03B3.9%
5AMZNAMAZON COM INC3.1M$736.3M2.8%
6GOOGLALPHABET INC2.0M$702.6M2.6%
7AVGOBROADCOM INC1.8M$666.7M2.5%
8GOOGALPHABET INC1.6M$568.4M2.1%
9MUMICRON TECHNOLOGY INC460,698$531.8M2%
10LLYELI LILLY & CO390,198$468.0M1.8%
11METAMETA PLATFORMS INC713,825$402.1M1.5%
12AMDADVANCED MICRO DEVICES INC640,029$371.8M1.4%
13JPMJPMORGAN CHASE & CO1.0M$341.4M1.3%
14JNJJOHNSON & JOHNSON1.3M$331.0M1.2%
15AMATAPPLIED MATLS INC451,702$326.6M1.2%
16TSLATESLA INC670,003$281.8M1.1%
17CSCOCISCO SYS INC2.0M$237.8M0.9%
18MAMASTERCARD INCORPORATED445,197$228.7M0.9%
19CCITIGROUP INC1.6M$226.7M0.9%
20MRKMERCK & CO INC1.7M$212.8M0.8%
21ABBVABBVIE INC838,323$211.0M0.8%
22INTCINTEL CORP1.5M$210.6M0.8%
23VVISA INC600,994$206.2M0.8%
24KLACKLA CORP650,040$196.1M0.7%
25LRCXLAM RESEARCH CORP448,909$194.5M0.7%
26BMYBRISTOL-MYERS SQUIBB CO2.9M$165.5M0.6%
27GMGENERAL MTRS CO2.0M$151.3M0.6%
28WMTWALMART INC1.3M$148.6M0.6%
29UNHUNITEDHEALTH GROUP INC341,002$141.7M0.5%
30BACBANK OF AMER CORP2.5M$141.3M0.5%
31PANWPALO ALTO NETWORKS INC409,347$139.6M0.5%
32CATCATERPILLAR INC127,876$136.2M0.5%
33MRVLMARVELL TECHNOLOGY INC428,986$127.8M0.5%
34SYKSTRYKER CORPORATION398,062$125.3M0.5%
35CLCOLGATE PALMOLIVE CO1.3M$119.3M0.4%
36ANETARISTA NETWORKS INC696,307$118.3M0.4%
37TFCTRUIST FINL CORP2.2M$110.7M0.4%
38CHUBB LIMITED322,059$109.7M0.4%
39PGPROCTER & GAMBLE CO746,784$109.5M0.4%
40EWEDWARDS LIFESCIENCES CORP1.2M$107.0M0.4%
41GILDGILEAD SCIENCES INC836,260$105.7M0.4%
42VRTVERTIV HOLDINGS CO313,586$105.0M0.4%
43CORCENCORA INC367,624$104.0M0.4%
44MSIMOTOROLA SOLUTIONS INC246,144$102.2M0.4%
45TXNTEXAS INSTRS INC342,760$102.2M0.4%
46TDTORONTO DOMINION BK ONT831,989$101.1M0.4%
47TMOTHERMO FISHER SCIENTIFIC INC200,561$100.6M0.4%
48ADBEADOBE INC487,617$100.0M0.4%
49MELIMERCADOLIBRE INC58,436$99.2M0.4%
50CVSCVS HEALTH CORP935,333$96.8M0.4%
51QCOMQUALCOMM INC519,290$96.0M0.4%
52NFLXNETFLIX INC.1.3M$95.5M0.4%
53NTAPNETAPP INC612,672$94.8M0.4%
54CDNSCADENCE DESIGN SYSTEM INC248,525$93.3M0.4%
55GEVGE VERNOVA INC78,297$92.0M0.3%
56ADIANALOG DEVICES INC223,792$88.9M0.3%
57TRVTRAVELERS COMPANIES INC254,247$83.9M0.3%
58HDHOME DEPOT INC236,889$83.5M0.3%
59ADSKAUTODESK INC423,387$82.3M0.3%
60BKNGBOOKING HOLDINGS INC457,744$81.6M0.3%
61TRANE TECHNOLOGIES PLC162,004$79.6M0.3%
62EQIXEQUINIX INC75,600$78.8M0.3%
63WMWASTE MGMT INC DEL353,078$78.7M0.3%
64MSMORGAN STANLEY366,406$76.6M0.3%
65IBMINTERNATIONAL BUSINESS MACHS266,039$74.8M0.3%
66NOWSERVICENOW INC752,179$74.7M0.3%
67MCKMCKESSON CORP98,559$74.5M0.3%
68FCXFREEPORT MCMORAN INC1.2M$74.0M0.3%
69GSGOLDMAN SACHS GROUP INC72,059$72.9M0.3%
70PEPPEPSICO INC526,880$71.3M0.3%
71GWWWW GRAINGER INC51,761$70.4M0.3%
72WFCWELLS FARGO & CO848,535$70.1M0.3%
73KEYSKEYSIGHT TECHNOLOGIES INC200,239$70.1M0.3%
74COHRCOHERENT CORP176,908$69.8M0.3%
75KOCOCA COLA CO846,863$68.8M0.3%
76UNPUNION PAC CORP252,884$68.8M0.3%
77METMETLIFE INC811,258$68.6M0.3%
78VRTXVERTEX PHARMACEUTICALS INC138,097$68.6M0.3%
79ALLALLSTATE CORP287,334$68.4M0.3%
80RGAREINSURANCE GROUP AMER INC319,630$68.0M0.3%
81LINDE PLC129,906$67.4M0.3%
82SEAGATE TECHNOLOGY HLDNGS PL69,799$67.4M0.3%
83TJXTJX COS INC NEW436,251$66.1M0.2%
84UBS GROUP AG1.3M$64.7M0.2%
85WDCWESTERN DIGITAL CORP100,625$64.3M0.2%
86RYROYAL BK CDA309,919$64.2M0.2%
87INCYINCYTE CORP558,467$63.3M0.2%
88HCAHCA HEALTHCARE INC162,244$63.3M0.2%
89TPRTAPESTRY INC421,214$61.7M0.2%
90AMGNAMGEN INC169,078$61.2M0.2%
91CRWDCROWDSTRIKE HLDGS INC79,549$60.7M0.2%
92USBUS BANCORP987,581$59.6M0.2%
93HPEHEWLETT PACKARD ENTERPRISE C1.3M$59.5M0.2%
94COFCAPITAL ONE FINL CORP295,822$59.3M0.2%
95HLTHILTON WORLDWIDE HLDGS INC176,567$58.3M0.2%
96TEVATEVA PHARMACEUTICAL INDS LTD1.7M$57.4M0.2%
97ORCLORACLE CORP388,985$57.0M0.2%
98SNOWSNOWFLAKE INC223,145$56.8M0.2%
99ROKROCKWELL AUTOMATION INC114,520$56.7M0.2%
100VZVERIZON COMMUNICATIONS INC1.3M$53.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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