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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 33 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BJ BJ's Wholesale Club Holdings Inc Consumer Defensive 30,700.0 $2.7M 0.01% NEW $87.22 +13.8%
642 THG Hanover Insurance Group Inc/The Financial Services 12,500.0 $2.7M 0.01% NEW $214.12 +6.2%
643 RAMP LiveRamp Holdings Inc Technology 71,000.0 $2.7M 0.01% NEW $37.64 -0.0%
644 PEN Penumbra Inc Healthcare 8,460.0 $2.7M 0.01% NEW $315.75 +2.5%
645 FTDR Frontdoor Inc Consumer Cyclical 34,400.0 $2.7M 0.01% NEW $77.59 +7.8%
646 RDN Radian Group Inc Financial Services 70,800.0 $2.7M 0.01% NEW $37.67 -2.7%
647 PRI Primerica Inc Financial Services 9,340.0 $2.7M 0.01% NEW $284.20 +5.6%
648 AMG Affiliated Managers Group Inc Financial Services 7,840.0 $2.7M 0.01% NEW $338.40 +6.5%
649 CPT Camden Property Trust Real Estate 23,000.0 $2.7M 0.01% NEW $115.35 -5.6%
650 UDR UDR Inc Real Estate 66,400.0 $2.7M 0.01% NEW $39.92 -4.2%
651 LSTR Landstar System Inc Industrials 12,700.0 $2.6M 0.01% NEW $206.81 -13.5%
652 ARWR Arrowhead Pharmaceuticals Inc Healthcare 32,200.0 $2.6M 0.01% NEW $81.51 +6.3%
653 GTX Garrett Motion Inc Consumer Cyclical 72,400.0 $2.6M 0.01% NEW $36.23 -28.6%
654 EHC Encompass Health Corp Healthcare 25,900.0 $2.6M 0.01% NEW $101.08 +20.3%
655 CHE Chemed Corp Healthcare 5,620.0 $2.6M 0.01% NEW $465.74 +16.0%
656 VIPS Vipshop Holdings Ltd Consumer Cyclical 197,200.0 $2.6M 0.01% NEW $13.26 +8.0%
657 ALGN Align Technology Inc Healthcare 15,400.0 $2.6M 0.01% NEW $168.66 -5.3%
658 ATEN A10 Networks Inc Technology 69,500.0 $2.6M 0.01% NEW $37.36 -32.0%
659 LFUS Littelfuse Inc Technology 5,700.0 $2.6M 0.01% NEW $455.33 -11.0%
660 CACI CACI International Inc Technology 5,600.0 $2.6M 0.01% NEW $463.26 +37.2%
Page 33 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%