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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 15 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FCNCA First Citizens BancShares Inc/NC Financial Services 8,670.0 $18.0M 0.06% NEW $2080.79 +4.9%
282 FOXA Fox Corp Communication Services 345,300.0 $18.0M 0.06% NEW $52.16 +31.4%
283 CMG Chipotle Mexican Grill Inc Consumer Cyclical 523,400.0 $17.8M 0.06% NEW $34.00 +8.5%
284 TTWO Take-Two Interactive Software Inc Communication Services 71,100.0 $17.8M 0.06% NEW $249.98 -4.1%
285 CRDO Credo Technology Group Holding Ltd Technology 65,100.0 $17.7M 0.06% NEW $271.95 -15.2%
286 FSLR First Solar Inc Energy 74,000.0 $17.5M 0.06% NEW $235.96 -9.2%
287 CHKP Check Point Software Technologies Ltd Technology 132,200.0 $17.4M 0.06% NEW $131.43 -0.7%
288 AMP Ameriprise Financial Inc Financial Services 37,779.0 $17.3M 0.06% NEW $458.76 +21.1%
289 CVNA Carvana Co Consumer Cyclical 262,800.0 $17.3M 0.06% NEW $65.82 +6.2%
290 PTC PTC Inc Technology 151,800.0 $17.2M 0.06% NEW $113.61 +36.1%
291 JBL Jabil Inc Technology 44,700.0 $17.2M 0.06% NEW $385.48 -18.7%
292 TWLO Twilio Inc Communication Services 83,300.0 $17.2M 0.06% NEW $206.33 +9.2%
293 ALNY Alnylam Pharmaceuticals Inc Healthcare 56,760.0 $17.1M 0.06% NEW $301.03 -21.5%
294 WCN Waste Connections Inc Industrials 102,224.0 $17.0M 0.06% NEW $166.71 +1.6%
295 ULTA Ulta Beauty Inc Consumer Cyclical 37,716.0 $17.0M 0.06% NEW $450.98 +15.6%
296 DHI DR Horton Inc Consumer Cyclical 104,333.0 $17.0M 0.06% NEW $162.88 -8.9%
297 WSM Williams-Sonoma Inc Consumer Cyclical 71,100.0 $16.6M 0.05% NEW $233.10 +1.9%
298 KDP Keurig Dr Pepper Inc Consumer Defensive 501,800.0 $16.5M 0.05% NEW $32.93 -2.7%
299 MSCI MSCI Inc Financial Services 29,460.0 $16.5M 0.05% NEW $560.04 +0.6%
300 Expand Energy Corp 179,632.0 $16.4M 0.05% NEW $91.19
Page 15 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%