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Portfolio (Quarterly) Guide ↗

KLP KAPITALFORVALTNING AS

· CIK 0001717443
13F Portfolio $31.0B AUM 2,142 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2141 New
Page 22 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FN Fabrinet Technology 15,720.0 $8.8M 0.03% NEW $562.08 -22.3%
422 EQT EQT Corp Energy 165,200.0 $8.8M 0.03% NEW $53.17 +1.0%
423 WRB W R Berkley Corp Financial Services 123,279.0 $8.8M 0.03% NEW $71.04 -3.4%
424 SOFI SoFi Technologies Inc Financial Services 479,100.0 $8.6M 0.03% NEW $17.93 +5.5%
425 STE STERIS PLC Healthcare 40,700.0 $8.6M 0.03% NEW $210.57 +13.0%
426 PKG Packaging Corp of America Consumer Cyclical 35,630.0 $8.5M 0.03% NEW $239.56 +5.5%
427 SBAC SBA Communications Corp Real Estate 47,596.0 $8.4M 0.03% NEW $176.46 +3.5%
428 Amcor PLC 190,098.0 $8.2M 0.03% NEW $43.35
429 Bunge Global SA 76,699.0 $8.2M 0.03% NEW $106.73
430 HPQ HP Inc Technology 363,816.0 $8.1M 0.03% NEW $22.19 +33.9%
431 GPN Global Payments Inc Industrials 109,237.0 $7.9M 0.03% NEW $72.56 +28.8%
432 KEY KeyCorp Financial Services 343,862.0 $7.9M 0.03% NEW $23.05 -5.1%
433 EFX Equifax Inc Industrials 49,755.0 $7.9M 0.03% NEW $158.72 +21.4%
434 IFF International Flavors & Fragrances Inc Basic Materials 98,977.0 $7.9M 0.03% NEW $79.56 +5.9%
435 BURL Burlington Stores Inc Consumer Cyclical 24,720.0 $7.8M 0.03% NEW $316.80 +3.1%
436 Liberty Media Corp-Liberty Formula One 81,700.0 $7.8M 0.03% NEW $95.14
437 TPL Texas Pacific Land Corp Energy 17,440.0 $7.6M 0.03% NEW $437.64 -12.3%
438 NVT nVent Electric PLC Industrials 44,600.0 $7.6M 0.02% NEW $169.61 -10.4%
439 LEN Lennar Corp Consumer Cyclical 83,294.0 $7.5M 0.02% NEW $90.49 -3.8%
440 LII Lennox International Inc Industrials 13,060.0 $7.5M 0.02% NEW $574.10 -29.8%
Page 22 of 108  ·  2,141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 11.5%
Healthcare 10.2%
Consumer Cyclical 9.5%
Industrials 8.8%
Communication Services 7.5%
Consumer Defensive 4.7%
Energy 3.2%
Real Estate 2.1%
Utilities 2.0%