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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 64 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 OGN Organon & Co Healthcare 58,400.0 $791K 0.00% NEW $13.54 +1.5%
1262 RLJ RLJ Lodging Trust Real Estate 66,000.0 $791K 0.00% NEW $11.98 -3.6%
1263 VCTR Victory Capital Holdings Inc Financial Services 9,400.0 $790K 0.00% NEW $84.06 +37.6%
1264 GFF Griffon Corp Industrials 8,100.0 $790K 0.00% NEW $97.53 +3.3%
1265 CBU Community Financial System Inc Financial Services 11,700.0 $790K 0.00% NEW $67.52 -6.9%
1266 PLUG Plug Power Inc Industrials 291,000.0 $789K 0.00% NEW $2.71 -16.2%
1267 QS QuantumScape Corp Consumer Cyclical 104,300.0 $789K 0.00% NEW $7.56 -22.6%
1268 PAG Penske Automotive Group Inc Consumer Cyclical 4,400.0 $787K 0.00% NEW $178.95 +22.5%
1269 OSIS OSI Systems Inc Technology 3,600.0 $787K 0.00% NEW $218.70 -5.2%
1270 RGR Sturm Ruger & Co Inc Industrials 20,800.0 $787K 0.00% NEW $37.85 +1.2%
1271 ADEA Adeia Inc Technology 23,897.0 $787K 0.00% NEW $32.93 -19.4%
1272 COHU Cohu Inc Technology 10,570.0 $781K 0.00% NEW $73.91 -30.8%
1273 AMBA Ambarella Inc Technology 9,100.0 $781K 0.00% NEW $85.80 -18.5%
1274 NSIT Insight Enterprises Inc Technology 6,400.0 $780K 0.00% NEW $121.80 +23.2%
1275 WHD Cactus Inc Energy 15,200.0 $779K 0.00% NEW $51.23 +32.0%
1276 FFBC First Financial Bancorp Financial Services 23,013.0 $779K 0.00% NEW $33.83 -3.4%
1277 DORM Dorman Products Inc Consumer Cyclical 5,700.0 $778K 0.00% NEW $136.45 -4.7%
1278 EPC Edgewell Personal Care Co Consumer Defensive 28,800.0 $777K 0.00% NEW $26.99 +5.7%
1279 SEDG SolarEdge Technologies Inc Energy 13,200.0 $771K 0.00% NEW $58.44 -47.9%
1280 PJT PJT Partners Inc Financial Services 5,100.0 $770K 0.00% NEW $150.94 +15.8%
Page 64 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%