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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 16 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 HDB HDFC Bank Ltd Financial Services 632,900.0 $16.3M 0.05% NEW $25.83 -8.6%
302 GRMN Garmin Ltd Technology 67,474.0 $16.0M 0.05% NEW $237.54 +24.1%
303 GEHC GE HealthCare Technologies Inc Healthcare 250,279.0 $16.0M 0.05% NEW $64.01 +16.9%
304 CF CF Industries Holdings Inc Basic Materials 147,840.0 $16.0M 0.05% NEW $108.26 +19.8%
305 EL Estee Lauder Cos Inc/The Consumer Defensive 200,850.0 $15.9M 0.05% NEW $78.95 +29.1%
306 TROW T Rowe Price Group Inc Financial Services 139,316.0 $15.8M 0.05% NEW $113.69 -1.9%
307 PAYX Paychex Inc Industrials 159,179.0 $15.7M 0.05% NEW $98.33 +26.6%
308 A Agilent Technologies Inc Healthcare 116,549.0 $15.5M 0.05% NEW $133.05 +19.5%
309 KMB Kimberly-Clark Corp Consumer Defensive 139,668.0 $15.5M 0.05% NEW $110.86 -1.4%
310 Block Inc 203,500.0 $15.5M 0.05% NEW $76.00
311 DOV Dover Corp Industrials 68,879.0 $15.4M 0.05% NEW $224.28 -10.0%
312 SE Sea Ltd Consumer Cyclical 159,700.0 $15.3M 0.05% NEW $95.83 +22.6%
313 CBRE CBRE Group Inc Real Estate 112,651.0 $15.2M 0.05% NEW $134.69 +12.9%
314 VMC Vulcan Materials Co Basic Materials 51,249.0 $15.1M 0.05% NEW $295.01 -6.4%
315 TSN Tyson Foods Inc Consumer Defensive 263,831.0 $15.1M 0.05% NEW $57.25 +2.1%
316 WAT Waters Corp Healthcare 40,168.0 $15.1M 0.05% NEW $375.04 +9.5%
317 IBKR Interactive Brokers Group Inc Financial Services 172,600.0 $15.0M 0.05% NEW $87.04 +7.8%
318 NTRA Natera Inc Healthcare 55,200.0 $15.0M 0.05% NEW $271.45 +22.3%
319 ON ON Semiconductor Corp Technology 156,400.0 $14.8M 0.05% NEW $94.54 -21.5%
320 NVR NVR Inc Consumer Cyclical 2,170.0 $14.8M 0.05% NEW $6813.40 -6.7%
Page 16 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%