STOREBRAND ASSET MANAGEMENT AS
LYSAKER Q8 · SEC CIK 0001685676
$406.11亿2026Q2 申报市值
762持仓数
32.7%前十大占比 · 第一大 6.8%
22 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JNJ 新建仓+$8,692.63万
AAPL 加仓+$7,699.18万
TME 加仓+$3,045.26万
MRVL 加仓+$2,664.30万
ADSK 加仓+$2,345.11万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$8,576.48万
CRWD 减仓-$6,423.58万
GOOG 减仓-$4,790.70万
GLW 减仓-$4,755.08万
HOLOGIC INC 清仓-$4,438.68万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | HOLOGIC INC | $0 | 0.00% | 0 | -587,205 | -100.0% | -$4,438.68万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -992,835 | -100.0% | -$2,569.46万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -394,686 | -100.0% | -$1,386.93万 | 清仓 |
| ONDS | ONDAS INC | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$1,084.80万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -75,806 | -100.0% | -$951.06万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -60,513 | -100.0% | -$545.04万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -27,714 | -100.0% | -$492.95万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -21,600 | -100.0% | -$78.67万 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -6,854 | -100.0% | -$72.80万 | 清仓 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -14,760 | -100.0% | -$68.06万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -16,072 | -100.0% | -$57.06万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -12,020 | -100.0% | -$46.84万 | 清仓 |
| AGRO | ADECOAGRO S A | $0 | 0.00% | 0 | -28,596 | -100.0% | -$42.95万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -17,885 | -100.0% | -$42.80万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -8,581 | -100.0% | -$36.08万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,610 | -100.0% | -$28.22万 | 清仓 |
| TEO | TELECOM ARGENTINA SA | $0 | 0.00% | 0 | -20,493 | -100.0% | -$23.96万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -8,624 | -100.0% | -$14.85万 | 清仓 |
| LBTYA | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -9,612 | -100.0% | -$11.62万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -2,032 | -100.0% | -$10.88万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -1,369 | -100.0% | -$5.52万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -545 | -100.0% | -$5.09万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -1,967 | -100.0% | -$4.65万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -2,482 | -100.0% | -$4.63万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -1,657 | -100.0% | -$4.38万 | 清仓 |
| LBTYK | LIBERTY GLOBAL LTD | $0 | 0.00% | 0 | -3,541 | -100.0% | -$4.15万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -5,066 | -100.0% | -$3.97万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -137 | -100.0% | -$3.82万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -2,715 | -100.0% | -$2.29万 | 清仓 |
| — | HUTCHMED CHINA LTD | $0 | 0.00% | 0 | -1,219 | -100.0% | -$1.82万 | 清仓 |
| CIB | GRUPO CIBEST SA | $0 | 0.00% | 0 | -236 | -100.0% | -$1.72万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -32 | -100.0% | -$820 | 清仓 |
| — | MAXEON SOLAR TECHNOLOGIES LT | $0 | 0.00% | 0 | -6 | -100.0% | -$9 | 清仓 |
| — | LIBERTY CAP CORP | $2,716 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $4,482 | 0.00% | 827 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $4,880 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| BILI | BILIBILI INC | $7,800 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC | $8,991 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $1.09万 | 0.00% | 10,465 | -19,595 | -65.2% | -$2.04万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1.15万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1.19万 | 0.00% | 208 | -1,583 | -88.4% | -$9.06万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $1.39万 | 0.00% | 100 | -383 | -79.3% | -$5.33万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.71万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $2.15万 | 0.00% | 10,292 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $2.22万 | 0.00% | 834 | -589 | -41.4% | -$1.57万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2.34万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $2.51万 | 0.00% | 300 | -449 | -59.9% | -$3.75万 | 减仓 |
| ZG | ZILLOW GROUP INC | $2.73万 | 0.00% | 869 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2.85万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2.94万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $3.07万 | 0.00% | 806 | -1,411 | -63.6% | -$5.37万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.24万 | 0.00% | 15,414 | 0 | 0.0% | — | 不变 |
| GLIBK | LIBERTY CAP CORP | $3.62万 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC | $3.65万 | 0.00% | 440 | 440 | — | $3.65万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $4.12万 | 0.00% | 1,228 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $4.27万 | 0.00% | 2,003 | -6,007 | -75.0% | -$12.81万 | 减仓 |
| MNDY | MONDAY COM LTD | $4.54万 | 0.00% | 627 | -533 | -45.9% | -$3.86万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $4.80万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $5.10万 | 0.00% | 4,579 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $5.78万 | 0.00% | 446 | -6,173 | -93.3% | -$80.02万 | 减仓 |
| XPEV | XPENG INC | $6.49万 | 0.00% | 4,902 | -7,736 | -61.2% | -$10.24万 | 减仓 |
| — | XEROX HOLDINGS CORP | $6.92万 | 0.00% | 251,794 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS | $7.37万 | 0.00% | 5,027 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $7.63万 | 0.00% | 17,177 | -3,197 | -15.7% | -$1.42万 | 减仓 |
| SID | COMPANHIA SIDERURGICA NACION | $8.00万 | 0.00% | 87,441 | -137,389 | -61.1% | -$12.57万 | 减仓 |
| LFUS | LITTELFUSE INC | $8.56万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $8.61万 | 0.00% | 1,085 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $9.02万 | 0.00% | 2,862 | -7,822 | -73.2% | -$24.65万 | 减仓 |
| OGN | ORGANON & CO | $9.90万 | 0.00% | 7,313 | -2,472 | -25.3% | -$3.35万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $10.20万 | 0.00% | 1,140 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $10.39万 | 0.00% | 5,325 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $10.84万 | 0.00% | 471 | -106 | -18.4% | -$2.44万 | 减仓 |
| TTD | THE TRADE DESK INC | $11.61万 | 0.00% | 6,423 | -17,974 | -73.7% | -$32.50万 | 减仓 |
| EMBC | EMBECTA CORP | $11.63万 | 0.00% | 35,680 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $11.86万 | 0.00% | 6,389 | 0 | 0.0% | — | 不变 |
| — | VALARIS LTD | $12.00万 | 0.00% | 14,322 | 0 | 0.0% | — | 不变 |
| INTR | INTER & CO INC | $12.03万 | 0.00% | 22,152 | -79,514 | -78.2% | -$43.18万 | 减仓 |
| DLO | DLOCAL LTD | $12.15万 | 0.00% | 9,351 | 7,751 | 484.4% | $10.07万 | 加仓 |
| DUOL | DUOLINGO INC | $12.36万 | 0.00% | 1,075 | -118 | -9.9% | -$1.36万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $12.65万 | 0.00% | 99 | -525 | -84.1% | -$67.07万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $13.01万 | 0.00% | 1,285 | 0 | 0.0% | — | 不变 |
| — | MONTAUK RENEWABLES INC | $13.74万 | 0.00% | 88,075 | 5,900 | 7.2% | $9,204 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $14.06万 | 0.00% | 2,813 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $14.86万 | 0.00% | 3,930 | -1,242 | -24.0% | -$4.69万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $14.90万 | 0.00% | 17,697 | 1,536 | 9.5% | $1.29万 | 加仓 |
| ERIE | ERIE INDTY CO | $14.96万 | 0.00% | 624 | 255 | 69.1% | $6.11万 | 加仓 |
| — | BEYOND MEAT INC | $16.44万 | 0.00% | 219,178 | 36,223 | 19.8% | $2.72万 | 加仓 |
| — | JELD-WEN HLDG INC | $16.46万 | 0.00% | 109,742 | -48,383 | -30.6% | -$7.26万 | 减仓 |
| MNSO | MINISO GROUP HLDG LTD | $16.58万 | 0.00% | 13,749 | -3,797 | -21.6% | -$4.58万 | 减仓 |
| RPM | RPM INTL INC | $17.05万 | 0.00% | 1,534 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $18.41万 | 0.00% | 7,290 | -22,138 | -75.2% | -$55.92万 | 减仓 |
| ROKU | ROKU INC | $18.73万 | 0.00% | 1,356 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $19.03万 | 0.00% | 4,520 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED | $19.85万 | 0.00% | 6,838 | 500 | 7.9% | $1.45万 | 加仓 |
| HDB | HDFC BANK LTD | $19.88万 | 0.00% | 7,695 | 1,974 | 34.5% | $5.10万 | 加仓 |
| LI | LI AUTO INC | $20.54万 | 0.00% | 17,492 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $20.57万 | 0.00% | 1,127 | -2,140 | -65.5% | -$39.06万 | 减仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $20.84万 | 0.00% | 21,138 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $23.96万 | 0.00% | 2,268 | 0 | 0.0% | — | 不变 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $24.27万 | 0.00% | 922 | -349 | -27.5% | -$9.19万 | 减仓 |