13F value (AUM)
$26.6B
SE
Seb Asset Management Ab
SEB ASSET MANAGEMENT AB
$26.6B
13F long value · 2026-Q2Positions700
CategoryAsset Manager
Quarters tracked2
● #288 of 581 by 13F value
Size rank 6/10
7 NEW78 ADD28 2×+79 TRIM13 NEAR EXIT4 EXIT
Snapshot
Seb Asset Management Ab's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
700 (68 unmapped)
Top 100 weight
73.9%
Quarters tracked
2
Latest 13F filed
Aug 4, 2026
New positions
7
Exits / near-exits
17
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 73.9% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.9% | $1.8B | 9.2M | +17.1% |
| AAPL | APPLE INC | 5.4% | $1.4B | 5.0M | +15.2% |
| — | ASTRAZENECA PLC | 4.1% | $1.1B | 5.7M | — |
| MSFT | MICROSOFT CORP | 3.9% | $1.0B | 2.8M | +38.1% |
| AMZN | AMAZON COM INC | 2.8% | $736.3M | 3.1M | +5.1% |
| GOOGL | ALPHABET INC | 2.6% | $702.6M | 2.0M | -4.1% |
| AVGO | BROADCOM INC | 2.5% | $666.7M | 1.8M | -6.1% |
| GOOG | ALPHABET INC | 2.1% | $568.4M | 1.6M | -1.4% |
| MU | MICRON TECHNOLOGY INC | 2.0% | $531.8M | 460.7K | -54.6% |
| LLY | ELI LILLY & CO | 1.8% | $468.0M | 390.2K | -27.6% |
| META | META PLATFORMS INC | 1.5% | $402.1M | 713.8K | +29.2% |
| AMD | ADVANCED MICRO DEVICES INC | 1.4% | $371.8M | 640.0K | +8.8% |
| JPM | JPMORGAN CHASE & CO | 1.3% | $341.4M | 1.0M | +1.3% |
| JNJ | JOHNSON & JOHNSON | 1.2% | $331.0M | 1.3M | +0.6% |
| AMAT | APPLIED MATLS INC | 1.2% | $326.6M | 451.7K | -44.0% |
Quarterly changes — 2026-Q2
What Seb Asset Management Ab opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | MU | MICRON TECHNOLOGY INC | 359.4K | 460.7K | +28.2% | +$410.4M |
| ADD | AMD | ADVANCED MICRO DEVICES INC | 355.6K | 640.0K | +80.0% | +$299.5M |
| ADD | INTC | INTEL CORP | 961.9K | 1.5M | +56.8% | +$168.2M |
| ADD | CSCO | CISCO SYS INC | 1.3M | 2.0M | +58.5% | +$138.7M |
| 2×+ | MRVL | MARVELL TECHNOLOGY INC | 203.2K | 429.0K | +111.1% | +$107.7M |
| TRIM | BSX | BOSTON SCIENTIFIC CORP | 2.1M | 1.2M | -41.8% | -$78.7M |
| 2×+ | VRT | VERTIV HOLDINGS CO | 131.4K | 313.6K | +138.7% | +$72.1M |
| TRIM | GILD | GILEAD SCIENCES INC | 1.2M | 836.3K | -32.2% | -$66.2M |
| TRIM | MELI | MERCADOLIBRE INC | 94.0K | 58.4K | -37.9% | -$63.4M |
| 2×+ | COHR | COHERENT CORP | 30.0K | 176.9K | +489.6% | +$62.6M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.