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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 90 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 IDT IDT Corp Communication Services 4,600.0 $268K 0.00% NEW $58.16 +16.8%
1782 UAA Under Armour Inc Consumer Cyclical 41,600.0 $266K 0.00% NEW $6.39 -15.6%
1783 IE Ivanhoe Electric Inc / US Technology 27,600.0 $265K 0.00% NEW $9.61 +17.3%
1784 SAH Sonic Automotive Inc Consumer Cyclical 3,100.0 $264K 0.00% NEW $85.14 -9.0%
1785 ACVA ACV Auctions Inc Consumer Cyclical 36,700.0 $264K 0.00% NEW $7.19 +3.3%
1786 GLUE Monte Rosa Therapeutics Inc Healthcare 10,900.0 $264K 0.00% NEW $24.20 -40.9%
1787 ARDX Ardelyx Inc Healthcare 51,600.0 $263K 0.00% NEW $5.10 -23.7%
1788 HLX Helix Energy Solutions Group Inc Energy 30,100.0 $263K 0.00% NEW $8.74 +18.4%
1789 USLM United States Lime & Minerals Inc Basic Materials 2,500.0 $262K 0.00% NEW $104.67 +13.6%
1790 WLDN Willdan Group Inc Industrials 3,300.0 $261K 0.00% NEW $79.10 +8.2%
1791 AOSL Alpha & Omega Semiconductor Ltd Technology 5,500.0 $260K 0.00% NEW $47.33 -44.2%
1792 RHLD Resolute Holdings Management Inc Industrials 1,800.0 $260K 0.00% NEW $144.53 -11.7%
1793 CAPR Capricor Therapeutics Inc Healthcare 10,800.0 $260K 0.00% NEW $24.08 -73.9%
1794 ENVX Enovix Corp Industrials 42,800.0 $260K 0.00% NEW $6.07 -44.3%
1795 JJSF J & J Snack Foods Corp Consumer Defensive 3,500.0 $259K 0.00% NEW $74.13 +18.2%
1796 AtaiBeckley Inc 49,100.0 $259K 0.00% NEW $5.27
1797 PZZA Papa John's International Inc Consumer Cyclical 7,000.0 $257K 0.00% NEW $36.77 -34.9%
1798 AMSF AMERISAFE Inc Financial Services 7,600.0 $257K 0.00% NEW $33.83 -23.1%
1799 GSHD Goosehead Insurance Inc Financial Services 5,300.0 $257K 0.00% NEW $48.50 +49.5%
1800 AAT American Assets Trust Inc Real Estate 10,400.0 $257K 0.00% NEW $24.69 -7.5%
Page 90 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%