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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 9 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNOW Snowflake Inc Technology 138,400.0 $35.2M 0.11% NEW $254.50 +30.8%
162 PCAR PACCAR Inc Industrials 292,736.0 $35.2M 0.11% NEW $120.12 +9.1%
163 SNPS Synopsys Inc Technology 78,676.0 $35.1M 0.11% NEW $446.07 -10.8%
164 Cencora Inc 123,481.0 $34.9M 0.11% NEW $282.98
165 MAR Marriott International Inc/MD Consumer Cyclical 93,803.0 $34.8M 0.11% NEW $370.59 -3.8%
166 AME AMETEK Inc Industrials 142,838.0 $34.6M 0.11% NEW $241.94 -1.0%
167 BX Blackstone Inc Financial Services 293,000.0 $34.5M 0.11% NEW $117.67 +21.8%
168 MDLZ Mondelez International Inc Consumer Defensive 585,604.0 $34.1M 0.11% NEW $58.27 +10.6%
169 AON Aon PLC Financial Services 102,032.0 $33.8M 0.11% NEW $331.69 +7.1%
170 UPS United Parcel Service Inc Industrials 314,793.0 $33.8M 0.11% NEW $107.50 -5.1%
171 ROP Roper Technologies Inc Industrials 99,750.0 $33.8M 0.11% NEW $338.39 +21.7%
172 CIEN Ciena Corp Technology 68,740.0 $33.7M 0.11% NEW $490.56 -19.3%
173 SLB SLB Ltd Energy 710,426.0 $33.2M 0.11% NEW $46.78 +15.2%
174 CTAS Cintas Corp Industrials 194,900.0 $33.1M 0.11% NEW $170.08 +19.8%
175 URI United Rentals Inc Industrials 29,231.0 $33.1M 0.11% NEW $1132.89 -3.0%
176 RCL Royal Caribbean Cruises Ltd Consumer Cyclical 102,423.0 $32.7M 0.10% NEW $318.98 -8.5%
177 HCA HCA Healthcare Inc Healthcare 83,158.0 $32.4M 0.10% NEW $389.89 +10.1%
178 DDOG Datadog Inc Technology 124,500.0 $32.4M 0.10% NEW $260.36 -9.5%
179 FLEX Flex Ltd Technology 197,200.0 $32.0M 0.10% NEW $162.07 -31.9%
180 KEYS Keysight Technologies Inc Technology 91,060.0 $31.9M 0.10% NEW $350.07 -9.7%
Page 9 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%