Skandinaviska Enskilda Banken AB (publ) quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Skandinaviska Enskilda Banken AB (publ) opened 45 positions, added to 7, reduced 106, sold out of 42 and left 2 unchanged. The largest increase in value was WDC (+$60,195,241); the largest decrease was MSFT (-$380,991,766).
- WDC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 94,217.
- HD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 157,300.
- NUVL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 20,500.
- BLD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 6,773.
Two Form 13F-HR filings compared (SEC CIK 1534653): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 0 | 94,217 | +94,217 | $0 | $60,195,241 | +$60,195,241 |
|---|
HD
HOME DEPOT INC | United States | COM | 0 | 157,300 | +157,300 | $0 | $55,476,564 | +$55,476,564 |
|---|
NUVL
NUVALENT INC | United States | COM | 0 | 20,500 | +20,500 | $0 | $2,531,750 | +$2,531,750 |
|---|
BLD
TOPBUILD COR | United States | COM | 0 | 6,773 | +6,773 | $0 | $2,401,232 | +$2,401,232 |
|---|
INTU
INTUIT | United States | COM | 0 | 8,068 | +8,068 | $0 | $2,105,546 | +$2,105,546 |
|---|
ROKU
ROKU INC | United States | COM CL A | 0 | 13,000 | +13,000 | $0 | $1,796,210 | +$1,796,210 |
|---|
ECO
OKEANIS ECO TANKERS COR | Greece | SHS | 0 | 29,669 | +29,669 | $0 | $1,487,010 | +$1,487,010 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 8,250 | +8,250 | $0 | $1,402,088 | +$1,402,088 |
|---|
APGE
APOGEE THERAPEUTICS INC | United States | COM | 0 | 10,500 | +10,500 | $0 | $1,393,665 | +$1,393,665 |
|---|
OGN
ORGANON & CO | United States | COMMON STOCK | 0 | 96,872 | +96,872 | $0 | $1,311,647 | +$1,311,647 |
|---|
CRDO
CREDO TECHNOLOGY GROUP HOLDI | Cayman Islands | ORDINARY SHARES | 0 | 4,131 | +4,131 | $0 | $1,123,425 | +$1,123,425 |
|---|
TECH
BIO-TECHNE CORP | United States | COM | 0 | 14,000 | +14,000 | $0 | $989,100 | +$989,100 |
|---|
SNDK
SANDISK CORP | United States | COM | 0 | 423 | +423 | $0 | $961,225 | +$961,225 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 0 | 806 | +806 | $0 | $927,714 | +$927,714 |
|---|
GSAT
GLOBALSTAR INC | United States | COM NEW | 0 | 11,133 | +11,133 | $0 | $905,002 | +$905,002 |
|---|
COHR
COHERENT CORP | United States | COM | 0 | 2,216 | +2,216 | $0 | $874,146 | +$874,146 |
|---|
CDW
CDW CORP | United States | COM | 0 | 5,768 | +5,768 | $0 | $811,442 | +$811,442 |
|---|
LCII
LCI INDS | United States | COM | 0 | 7,500 | +7,500 | $0 | $794,100 | +$794,100 |
|---|
D
DOMINION ENERGY INC | United States | COM | 0 | 10,000 | +10,000 | $0 | $682,900 | +$682,900 |
|---|
CZR
CAESARS ENTERTAINMENT INC NE | United States | COM | 0 | 20,000 | +20,000 | $0 | $604,000 | +$604,000 |
|---|
FCX
FREEPORT MCMORAN INC | United States | CL B | 0 | 9,561 | +9,561 | $0 | $601,291 | +$601,291 |
|---|
LITE
LUMENTUM HLDGS INC | United States | COM | 0 | 588 | +588 | $0 | $504,592 | +$504,592 |
|---|
WTRG
ESSENTIAL UTILS INC | United States | COM | 0 | 12,000 | +12,000 | $0 | $459,720 | +$459,720 |
|---|
RAMP
LIVERAMP HLDGS INC | United States | COM | 0 | 10,000 | +10,000 | $0 | $376,400 | +$376,400 |
|---|
ORLA
ORLA MNG LTD NEW | | COM | 0 | 26,100 | +26,100 | $0 | $362,007 | +$362,007 |
|---|
TMHC
TAYLOR MORRISON HOME CORP | United States | COM | 0 | 4,094 | +4,094 | $0 | $293,704 | +$293,704 |
|---|
NKE
NIKE INC | United States | CL B | 0 | 5,000 | +5,000 | $0 | $205,250 | +$205,250 |
|---|
ADSK
AUTODESK INC | United States | COM | 0 | 901 | +901 | $0 | $175,163 | +$175,163 |
|---|
CRH
CRH PLC | | ORD | 0 | 1,380 | +1,380 | $0 | $147,660 | +$147,660 |
|---|
ESPR
ESPERION THERAPEUTICS INC NE | United States | COM | 0 | 40,000 | +40,000 | $0 | $126,400 | +$126,400 |
|---|
CCO
CLEAR CHANNEL OUTDOOR HLDGS | United States | COM | 0 | 51,600 | +51,600 | $0 | $124,614 | +$124,614 |
|---|
AVNS
AVANOS MED INC | United States | COM | 0 | 5,000 | +5,000 | $0 | $124,400 | +$124,400 |
|---|
RNA
ATRIUM THERAPEUTICS INC | United States | COM | 0 | 4,400 | +4,400 | $0 | $59,180 | +$59,180 |
|---|
IEX
IDEX CORP | United States | COM | 0 | 223 | +223 | $0 | $50,610 | +$50,610 |
|---|
WAT
WATERS CORP | United States | COM | 0 | 113 | +113 | $0 | $42,380 | +$42,380 |
|---|
TBRG
TRUBRIDGE INC | United States | COM | 0 | 1,200 | +1,200 | $0 | $31,452 | +$31,452 |
|---|
STEL
STELLAR BANCORP INC | United States | COM | 0 | 788 | +788 | $0 | $30,984 | +$30,984 |
|---|
NWPX
NWPX INFRASTRUCTURE INC | United States | COM | 0 | 163 | +163 | $0 | $24,490 | +$24,490 |
|---|
HTO
H2O AMERICA | United States | COM | 0 | 314 | +314 | $0 | $19,082 | +$19,082 |
|---|
PAYO
PAYONEER GLOBAL INC | United States | COM | 0 | 2,523 | +2,523 | $0 | $17,964 | +$17,964 |
|---|
ORGN
ORIGIN MATERIALS INC | United States | COM | 0 | 3,160 | +3,160 | $0 | $3,128 | +$3,128 |
|---|
LOOP
LOOP INDS INC | | COM | 0 | 1,475 | +1,475 | $0 | $1,366 | +$1,366 |
|---|
LNZA
LANZATECH GLOBAL INC | United States | COM NEW | 0 | 182 | +182 | $0 | $1,241 | +$1,241 |
|---|
TALK
TALKSPACE INC | United States | COM | 0 | 200 | +200 | $0 | $1,039 | +$1,039 |
|---|
AQMS
AQUA METALS INC | United States | COM NEW | 0 | 131 | +131 | $0 | $379 | +$379 |
|---|