13F filer

SEB Asset Management AB

As of Jun 30, 2026 Filed Aug 4, 2026 CIK 2127509 SEC filings ↗
13F Value
$26.56B
Positions
700
Top Position
NVDA6.9%
Top 5
23.1%

Latest filing changes

vs Mar 31, 2026
1 AMD Advanced Micro Devices +80.0%+$165.3M
2 MU Micron Technology +28.2%+$116.9M
3 CSCO Cisco Systems +58.5%+$87.7M
4 BKNG Booking Holdings >999%+$77.9M
5 INTC Intel +56.8%+$76.3M
Holdings700
# Trend (4Q)
1 NVDA 6.9% $1.84B -5.5% 9.18M 7.2% Common Stock
2 AAPL 5.4% $1.45B +0.2% 4.99M 5.4% Common Stock
3 AZN
Filing details
  • G0593M107 Jun 30, 2026 5,736,648 reported quantity $1,077,346,851 reported value
4.1% $1.08B -3.7% 5.74M 4.9% Common Stock
4 MSFT 3.9% $1.03B +1.6% 2.76M 4.3% Common Stock
5 AMZN 2.8% $736.3M +1.9% 3.09M 2.7% Common Stock
6 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 1,966,062 reported quantity $702,611,109 reported value
2.6% $702.6M -0.7% 1.97M 2.4% Common Stock
7 AVGO 2.5% $666.7M -7.6% 1.77M 2.5% Common Stock
8 GOOG 2.1% $568.4M +6.8% 1.61M 1.8% Common Stock
9 MU 2.0% $531.8M +28.2% 460.7K 0.5% Common Stock
10 LLY 1.8% $468.0M +0.8% 390.2K 1.5% Common Stock
11 META 1.5% $402.1M +0.8% 713.8K 1.7% Common Stock
12 AMD 1.4% $371.8M +80.0% 640.0K 0.3% Common Stock
13 JPM 1.3% $341.4M -13.9% 1.04M 1.5% Common Stock
14 JNJ 1.2% $331.0M +1.3% 1.30M 1.3% Common Stock
15 AMAT 1.2% $326.6M -11.8% 451.7K 0.7% Common Stock
16 TSLA 1.1% $281.8M +7.3% 670.0K 1.0% Common Stock
17 CSCO 0.9% $237.8M +58.5% 2.02M 0.4% Common Stock
18 MA 0.9% $228.7M -24.2% 445.2K 1.3% Common Stock
19 C 0.9% $226.7M -27.4% 1.62M 1.1% Common Stock
20 MRK 0.8% $212.8M +0.8% 1.66M 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing40
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.