STOREBRAND ASSET MANAGEMENT AS
LYSAKER Q8 · SEC CIK 0001685676
$347.92亿2026Q1 申报市值
773持仓数
33.4%前十大占比 · 第一大 7.0%
19 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
THOMSON REUTERS 加仓+$5,015.50万
PANW 加仓+$2,410.19万
O 加仓+$2,291.92万
FTAI 新建仓+$2,281.05万
CIEN 加仓+$2,191.36万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$1.57亿
HD 减仓-$1.23亿
AMZN 减仓-$9,231.73万
WCN 减仓-$5,581.41万
RCL 减仓-$3,984.33万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $26.57万 | 0.00% | 1,271 | -2,034 | -61.5% | -$42.53万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $27.79万 | 0.00% | 5,987 | -10,288 | -63.2% | -$47.76万 | 减仓 |
| SID | COMPANHIA SIDERURGICA NACION | $27.88万 | 0.00% | 224,830 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $28.22万 | 0.00% | 5,610 | 0 | 0.0% | — | 不变 |
| MNSO | MINISO GROUP HLDG LTD | $28.42万 | 0.00% | 17,546 | -1,091 | -5.9% | -$1.77万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $29.37万 | 0.00% | 9,519 | -632 | -6.2% | -$1.95万 | 减仓 |
| BSY | BENTLEY SYS INC | $29.55万 | 0.00% | 8,414 | -17,300 | -67.3% | -$60.76万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $30.07万 | 0.00% | 43,270 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $31.19万 | 0.00% | 17,492 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $31.54万 | 0.00% | 35,680 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $31.82万 | 0.00% | 1,856 | -836 | -31.1% | -$14.33万 | 减仓 |
| KEY | KEYCORP | $32.62万 | 0.00% | 16,269 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $35.80万 | 0.00% | 6,307 | 0 | 0.0% | — | 不变 |
| — | SEALED AIR CORP NEW | $36.08万 | 0.00% | 8,581 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $38.30万 | 0.00% | 38,221 | -1,389 | -3.5% | -$1.39万 | 减仓 |
| APA | APA CORPORATION | $38.76万 | 0.00% | 9,134 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $38.87万 | 0.00% | 7,209 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $39.72万 | 0.00% | 14,983 | -26,354 | -63.8% | -$69.86万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $41.32万 | 0.00% | 5,815 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $42.80万 | 0.00% | 17,885 | 0 | 0.0% | — | 不变 |
| AGRO | ADECOAGRO S A | $42.95万 | 0.00% | 28,596 | 0 | 0.0% | — | 不变 |
| ABEV | AMBEV SA | $43.35万 | 0.00% | 148,469 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $43.98万 | 0.00% | 4,741 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $44.21万 | 0.00% | 10,684 | -40,138 | -79.0% | -$166.09万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $45.59万 | 0.00% | 12,318 | -11,477 | -48.2% | -$42.48万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $46.84万 | 0.00% | 12,020 | -419 | -3.4% | -$1.63万 | 减仓 |
| CWCO | CONSOLIDATED WATER CO INC | $47.95万 | 0.00% | 14,479 | -1,926 | -11.7% | -$6.38万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $50.16万 | 0.00% | 1,398 | -2,322 | -62.4% | -$83.31万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $50.63万 | 0.00% | 13,475 | -1,780 | -11.7% | -$6.69万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $53.69万 | 0.00% | 4,675 | -3,746 | -44.5% | -$43.02万 | 减仓 |
| TTD | THE TRADE DESK INC | $55.36万 | 0.00% | 24,397 | -36,324 | -59.8% | -$82.42万 | 减仓 |
| AOS | SMITH A O CORP | $56.13万 | 0.00% | 8,513 | -1,159 | -12.0% | -$7.64万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $57.06万 | 0.00% | 16,072 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $57.45万 | 0.00% | 31,758 | 2,177 | 7.4% | $3.94万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $59.14万 | 0.00% | 5,824 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $60.14万 | 0.00% | 8,936 | -2,400 | -21.2% | -$16.15万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $60.48万 | 0.00% | 6,043 | -297 | -4.7% | -$2.97万 | 减仓 |
| CDW | CDW CORP | $61.08万 | 0.00% | 5,047 | -18,292 | -78.4% | -$221.37万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $62.91万 | 0.00% | 40,200 | -21,916 | -35.3% | -$34.30万 | 减仓 |
| DT | DYNATRACE INC | $63.54万 | 0.00% | 17,181 | -42,300 | -71.1% | -$156.43万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $63.62万 | 0.00% | 29,428 | -25,543 | -46.5% | -$55.22万 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $64.71万 | 0.00% | 503,589 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $64.93万 | 0.00% | 4,241 | -1,216 | -22.3% | -$18.62万 | 减仓 |
| — | OATLY GROUP AB | $65.02万 | 0.00% | 64,122 | -8,498 | -11.7% | -$8.62万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $66.15万 | 0.00% | 351 | -435 | -55.3% | -$81.98万 | 减仓 |
| GLOB | GLOBANT S A | $68.06万 | 0.00% | 14,760 | 0 | 0.0% | — | 不变 |
| QFIN | QFIN HOLDINGS INC | $71.12万 | 0.00% | 55,089 | 1,336 | 2.5% | $1.72万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $72.80万 | 0.00% | 6,854 | -568 | -7.7% | -$6.03万 | 减仓 |
| CPAY | CORPAY INC | $74.06万 | 0.00% | 2,545 | -2,588 | -50.4% | -$75.31万 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $77.21万 | 0.00% | 14,833 | -2,888 | -16.3% | -$15.03万 | 减仓 |
| BIIB | BIOGEN INC | $77.42万 | 0.00% | 4,223 | 175 | 4.3% | $3.21万 | 加仓 |
| APOG | APOGEE ENTERPRISES INC | $77.54万 | 0.00% | 23,119 | 400 | 1.8% | $1.34万 | 加仓 |
| UGI | UGI CORP NEW | $78.67万 | 0.00% | 21,600 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $78.70万 | 0.00% | 624 | -612 | -49.5% | -$77.19万 | 减仓 |
| HUBS | HUBSPOT INC | $79.75万 | 0.00% | 3,267 | -6,357 | -66.1% | -$155.17万 | 减仓 |
| LCID | LUCID GROUP INC | $79.83万 | 0.00% | 83,772 | 4,519 | 5.7% | $4.31万 | 加仓 |
| POOL | POOL CORP | $80.37万 | 0.00% | 3,972 | -4,337 | -52.2% | -$87.75万 | 减仓 |
| INTR | INTER & CO INC | $80.93万 | 0.00% | 101,666 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $81.84万 | 0.00% | 7,345 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $82.35万 | 0.00% | 6,999 | -2,290 | -24.7% | -$26.94万 | 减仓 |
| YORW | YORK WTR CO | $82.54万 | 0.00% | 27,106 | -2,051 | -7.0% | -$6.25万 | 减仓 |
| BURL | BURLINGTON STORES INC | $88.99万 | 0.00% | 2,735 | -532 | -16.3% | -$17.31万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $93.12万 | 0.00% | 8,535 | -19,132 | -69.2% | -$208.73万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $96.15万 | 0.00% | 16,033 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $99.32万 | 0.00% | 14,537 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC | $100.73万 | 0.00% | 73,205 | -16,810 | -18.7% | -$23.13万 | 减仓 |
| IT | GARTNER INC | $104.81万 | 0.00% | 6,619 | -4,226 | -39.0% | -$66.91万 | 减仓 |
| HRL | HORMEL FOODS CORP | $107.36万 | 0.00% | 47,399 | 8,029 | 20.4% | $18.19万 | 加仓 |
| LEN | LENNAR CORP | $107.66万 | 0.00% | 12,398 | -14,389 | -53.7% | -$124.95万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $108.49万 | 0.00% | 58,015 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $109.67万 | 0.00% | 5,035 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $111.52万 | 0.00% | 30,620 | 415 | 1.4% | $1.51万 | 加仓 |
| NTNX | NUTANIX INC | $116.93万 | 0.00% | 30,764 | -138,463 | -81.8% | -$526.30万 | 减仓 |
| GGG | GRACO INC | $117.03万 | 0.00% | 13,825 | -2,319 | -14.4% | -$19.63万 | 减仓 |
| CLX | CLOROX CO DEL | $117.36万 | 0.00% | 11,325 | -2,333 | -17.1% | -$24.18万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $117.97万 | 0.00% | 16,261 | 4,143 | 34.2% | $30.06万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $120.68万 | 0.00% | 7,636 | -3,556 | -31.8% | -$56.20万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $121.45万 | 0.00% | 26,506 | -13,299 | -33.4% | -$60.94万 | 减仓 |
| NVR | NVR INC | $121.91万 | 0.00% | 185 | -83 | -31.0% | -$54.70万 | 减仓 |
| AMRC | AMERESCO INC | $124.87万 | 0.00% | 48,969 | -4,355 | -8.2% | -$11.11万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $128.29万 | 0.00% | 92,628 | 22,770 | 32.6% | $31.54万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $132.25万 | 0.00% | 12,972 | -15,639 | -54.7% | -$159.44万 | 减仓 |
| H | HYATT HOTELS CORP | $132.65万 | 0.00% | 9,225 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $134.49万 | 0.00% | 19,706 | -18,361 | -48.2% | -$125.31万 | 减仓 |
| OKLO | OKLO INC | $135.84万 | 0.00% | 27,393 | 27,393 | — | $135.84万 | 新建仓 |
| MTB | M & T BK CORP | $137.43万 | 0.00% | 6,648 | -2,735 | -29.1% | -$56.54万 | 减仓 |
| AAON | AAON INC | $137.93万 | 0.00% | 16,668 | -1,784 | -9.7% | -$14.76万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $138.63万 | 0.00% | 4,668 | -2,181 | -31.8% | -$64.77万 | 减仓 |
| LNN | LINDSAY CORP | $140.67万 | 0.00% | 11,814 | -26 | -0.2% | -$3,096 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $140.99万 | 0.00% | 63,309 | -44,560 | -41.3% | -$99.24万 | 减仓 |
| CSGP | COSTAR GROUP INC | $145.54万 | 0.00% | 36,078 | -41,654 | -53.6% | -$168.03万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $148.70万 | 0.00% | 53,106 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $149.04万 | 0.00% | 77,785 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $155.96万 | 0.00% | 5,882 | -1,343 | -18.6% | -$35.61万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $156.60万 | 0.00% | 25,088 | 89 | 0.4% | $5,555 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $157.93万 | 0.00% | 22,825 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $158.26万 | 0.00% | 26,975 | -2,233 | -7.6% | -$13.10万 | 减仓 |
| PINS | PINTEREST INC | $158.73万 | 0.00% | 86,551 | -133,685 | -60.7% | -$245.18万 | 减仓 |
| PLUG | PLUG PWR INC | $158.74万 | 0.00% | 702,379 | -44,973 | -6.0% | -$10.16万 | 减仓 |
| TRU | TRANSUNION | $160.42万 | 0.00% | 23,185 | -4,294 | -15.6% | -$29.71万 | 减仓 |