SEB Asset Management AB

FundStockholm · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$26.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

700 positions · filed Aug 4, 35 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 4 · against the report before it

New positions

62, biggest 4

DOCU DOCUSIGN INC 611K shares0.1% of this fund's holdings

ORKA ORUKA THERAPEUTICS INC 197K sharesunder 0.1% of this fund's holdings

HON HONEYWELL INTL INC 79,761 sharesunder 0.1% of this fund's holdings

HONA HONEYWELL AEROSPACE INC 79,761 sharesunder 0.1% of this fund's holdings

Sold out

42, biggest 4

BSY BENTLEY SYS INC All 643K shares

GFF GRIFFON CORP All 290K shares

MKSI MKS INC. All 52,000 shares

TTEK TETRA TECH INC NEW All 374K shares

Added to

274, biggest 4

GOOG ALPHABET INC +102K shares+7%

MU MICRON TECHNOLOGY INC +101K shares+28%

AMD ADVANCED MICRO DEVICES INC +284K shares+80%

TSLA TESLA INC +45,498 shares+7%

Trimmed

224, biggest 4

NVDA NVIDIA CORPORATION −529K shares−5%

no ticker ASTRAZENECA PLC −218K shares−4%

AVGO BROADCOM INC −146K shares−8%

JPM JPMORGAN CHASE & CO −168K shares−14%

Top holdings

Reference, not news

Top holdings · 700 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 9.2M 6.9% −5%

2 AAPL APPLE INC 5.0M 5.4% No change

3 ASTRAZENECA PLC 5.7M 4.1% −4%

4 MSFT MICROSOFT CORP 2.8M 3.9% +2%

5 AMZN AMAZON COM INC 3.1M 2.8% +2%

6 GOOGL ALPHABET INC 2.0M 2.6% −1%

7 AVGO BROADCOM INC 1.8M 2.5% −8%

8 GOOG ALPHABET INC 1.6M 2.1% +7%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.