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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 30 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SMTC Semtech Corp Technology 21,100.0 $3.4M 0.01% NEW $161.85 -25.5%
582 RMBS Rambus Inc Technology 25,400.0 $3.4M 0.01% NEW $132.74 -33.5%
583 MEDP Medpace Holdings Inc Healthcare 6,320.0 $3.3M 0.01% NEW $529.59 +16.4%
584 CCK Crown Holdings Inc Consumer Cyclical 29,400.0 $3.3M 0.01% NEW $111.82 +7.0%
585 WTRG Essential Utilities Inc Utilities 85,800.0 $3.3M 0.01% NEW $38.31 +7.6%
586 VMI Valmont Industries Inc Industrials 5,660.0 $3.3M 0.01% NEW $578.25 -16.9%
587 PR Permian Resources Corp Energy 175,584.0 $3.2M 0.01% NEW $18.41 +27.6%
588 AA Alcoa Corp Basic Materials 61,900.0 $3.2M 0.01% NEW $52.14 -6.3%
589 WTS Watts Water Technologies Inc Industrials 8,220.0 $3.2M 0.01% NEW $391.45 -4.3%
590 AEIS Advanced Energy Industries Inc Industrials 8,620.0 $3.2M 0.01% NEW $372.87 -25.6%
591 LAMR Lamar Advertising Co Real Estate 20,500.0 $3.2M 0.01% NEW $155.98 -2.6%
592 SOLS Solstice Advanced Materials Inc Basic Materials 36,000.0 $3.2M 0.01% NEW $88.60 -36.9%
593 AXS Axis Capital Holdings Ltd Financial Services 29,100.0 $3.1M 0.01% NEW $107.88 -7.7%
594 TKO TKO Group Holdings Inc Communication Services 15,400.0 $3.1M 0.01% NEW $201.31 -3.4%
595 SANM Sanmina Corp Technology 12,000.0 $3.0M 0.01% NEW $253.08 -26.2%
596 SBLK Star Bulk Carriers Corp Industrials 120,000.0 $3.0M 0.01% NEW $24.97 +22.7%
597 ESNT Essent Group Ltd Financial Services 46,100.0 $3.0M 0.01% NEW $64.28 +6.8%
598 AOS A O Smith Corp Industrials 47,200.0 $3.0M 0.01% NEW $62.72 -0.6%
599 GNTX Gentex Corp Consumer Cyclical 116,800.0 $3.0M 0.01% NEW $25.27 -7.0%
600 RVTY Revvity Inc Healthcare 26,400.0 $2.9M 0.01% NEW $111.26 +10.1%
Page 30 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%