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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 34 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CART Maplebear Inc Consumer Cyclical 54,500.0 $2.6M 0.01% NEW $47.35 +9.4%
662 SOLV Solventum Corp Healthcare 33,400.0 $2.6M 0.01% NEW $77.15 +18.3%
663 WMS Advanced Drainage Systems Inc Industrials 16,400.0 $2.6M 0.01% NEW $156.96 -10.5%
664 TTEK Tetra Tech Inc Industrials 88,800.0 $2.6M 0.01% NEW $28.89 +27.6%
665 SAIA Saia Inc Industrials 6,040.0 $2.5M 0.01% NEW $421.16 -17.0%
666 CRL Charles River Laboratories International Inc Healthcare 11,200.0 $2.5M 0.01% NEW $226.79 +31.7%
667 ENS EnerSys Industrials 10,800.0 $2.5M 0.01% NEW $234.03 -19.9%
668 UGI UGI Corp Utilities 72,300.0 $2.5M 0.01% NEW $34.86 +9.6%
669 AAOI Applied Optoelectronics Inc Technology 17,000.0 $2.5M 0.01% NEW $148.16 -27.4%
670 EGP EastGroup Properties Inc Real Estate 12,300.0 $2.5M 0.01% NEW $203.85 -0.7%
671 HAS Hasbro Inc Consumer Cyclical 30,300.0 $2.5M 0.01% NEW $82.59 +15.5%
672 ESI Element Solutions Inc Basic Materials 52,400.0 $2.5M 0.01% NEW $47.75 -26.7%
673 VIAV Viavi Solutions Inc Technology 52,400.0 $2.5M 0.01% NEW $47.75 -22.6%
674 TECH Bio-Techne Corp Healthcare 35,400.0 $2.5M 0.01% NEW $70.65 +2.5%
675 BAX Baxter International Inc Healthcare 116,900.0 $2.5M 0.01% NEW $21.33 +24.2%
676 LEA Lear Corp Consumer Cyclical 18,500.0 $2.5M 0.01% NEW $134.06 -8.3%
677 BBIO Bridgebio Pharma Inc Healthcare 33,235.0 $2.5M 0.01% NEW $74.48 +8.8%
678 SWX Southwest Gas Holdings Inc Utilities 27,900.0 $2.5M 0.01% NEW $88.68 +1.0%
679 MXL MaxLinear Inc Technology 19,300.0 $2.5M 0.01% NEW $128.03 -51.0%
680 StandardAero Inc 82,600.0 $2.5M 0.01% NEW $29.91
Page 34 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%