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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 51 of 108  ·  2,141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 DGII Digi International Inc Technology 16,900.0 $1.3M 0.00% NEW $74.95 -1.4%
1002 ANIP ANI Pharmaceuticals Inc Healthcare 15,300.0 $1.3M 0.00% NEW $82.78 -10.4%
1003 ZIM ZIM Integrated Shipping Services Ltd Industrials 48,600.0 $1.3M 0.00% NEW $26.00 +9.2%
1004 Galaxy Digital Inc 46,000.0 $1.3M 0.00% NEW $27.34
1005 ESAB Esab Corp Industrials 12,733.0 $1.3M 0.00% NEW $98.63 -19.6%
1006 UEC Uranium Energy Corp Energy 117,700.0 $1.3M 0.00% NEW $10.66 +17.4%
1007 OWL Blue Owl Capital Inc Financial Services 143,200.0 $1.3M 0.00% NEW $8.75 +33.5%
1008 PHIN Phinia Inc Consumer Cyclical 15,200.0 $1.3M 0.00% NEW $82.37 -13.5%
1009 SITE SiteOne Landscape Supply Inc Industrials 10,900.0 $1.2M 0.00% NEW $114.41 -16.7%
1010 HOMB Home BancShares Inc/AR Financial Services 43,500.0 $1.2M 0.00% NEW $28.55 +5.3%
1011 CDP COPT Defense Properties Real Estate 33,800.0 $1.2M 0.00% NEW $36.66 +2.2%
1012 YETI YETI Holdings Inc Consumer Cyclical 24,900.0 $1.2M 0.00% NEW $49.56 -13.1%
1013 FDP Del Monte Corp Consumer Defensive 43,800.0 $1.2M 0.00% NEW $27.91 +4.7%
1014 BOOT Boot Barn Holdings Inc Consumer Cyclical 7,400.0 $1.2M 0.00% NEW $164.27 -1.5%
1015 MSGE Sphere Entertainment Co Communication Services 7,014.0 $1.2M 0.00% NEW $173.03 -54.0%
1016 CCC CCC Intelligent Solutions Holdings Inc Technology 234,900.0 $1.2M 0.00% NEW $5.16 +45.3%
1017 LPX Louisiana-Pacific Corp Basic Materials 15,400.0 $1.2M 0.00% NEW $78.66 -7.7%
1018 CRC California Resources Corp Energy 22,800.0 $1.2M 0.00% NEW $52.87 -1.0%
1019 KYMR Kymera Therapeutics Inc Healthcare 10,500.0 $1.2M 0.00% NEW $114.67 +5.6%
1020 BIO Bio-Rad Laboratories Inc Healthcare 4,100.0 $1.2M 0.00% NEW $293.61 +30.0%
Page 51 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%