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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -36,756 | -100.0% | -$1,639.54万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -25,186 | -100.0% | -$1,388.43万 | 清仓 |
| OUST | OUSTER INC | $0 | 0.00% | 0 | -370,882 | -100.0% | -$802.59万 | 清仓 |
| SDRL | SEADRILL LTD | $0 | 0.00% | 0 | -198,537 | -100.0% | -$686.94万 | 清仓 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -1,574,840 | -100.0% | -$634.66万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -635,504 | -100.0% | -$607.54万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -36,479 | -100.0% | -$112.87万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -5,200 | -100.0% | -$70.31万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,827 | -100.0% | -$64.21万 | 清仓 |
| — | ZEEKR INTELLIGENT TECHNOLOGY | $0 | 0.00% | 0 | -12,225 | -100.0% | -$32.68万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -10,565 | -100.0% | -$29.37万 | 清仓 |
| NOAH | NOAH HLDGS LTD | $0 | 0.00% | 0 | -28,242 | -100.0% | -$28.36万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -2,038 | -100.0% | -$24.19万 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -1,957 | -100.0% | -$13.53万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -3,264 | -100.0% | -$5.90万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -1,406 | -100.0% | -$5.06万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -905 | -100.0% | -$4.94万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -856 | -100.0% | -$4.75万 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -2,580 | -100.0% | -$4.55万 | 清仓 |
| BMA | BANCO MACRO SA | $0 | 0.00% | 0 | -468 | -100.0% | -$4.22万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -670 | -100.0% | -$3.38万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -629 | -100.0% | -$3.04万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -350 | -100.0% | -$1.03万 | 清仓 |
| UA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -849 | -100.0% | -$4,075 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -67 | -100.0% | -$1,451 | 清仓 |
| — | MAXEON SOLAR TECHNOLOGIES LT | $9 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $820 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | GCI LIBERTY INC | $4,569 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| DCH | DAUCH CORP | $4,904 | 0.00% | 827 | 827 | — | $4,904 | 新建仓 |
| KMX | CARMAX INC | $7,069 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $7,094 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $9,731 | 0.00% | 83 | -147 | -63.9% | -$1.72万 | 减仓 |
| BILI | BILIBILI INC | $1.03万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $1.09万 | 0.00% | 91 | -866 | -90.5% | -$10.36万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $1.25万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $1.49万 | 0.00% | 10,292 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST SA | $1.72万 | 0.00% | 236 | -264,284 | -99.9% | -$1,924.23万 | 减仓 |
| — | HUTCHMED CHINA LTD | $1.82万 | 0.00% | 1,219 | -14,226 | -92.1% | -$21.28万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.88万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| DLO | DLOCAL LTD | $2.08万 | 0.00% | 1,600 | -900 | -36.0% | -$1.17万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $2.08万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $2.28万 | 0.00% | 251,794 | 251,794 | — | $2.28万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $2.29万 | 0.00% | 2,715 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2.40万 | 0.00% | 342 | -1,771 | -83.8% | -$12.45万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $2.67万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $3.43万 | 0.00% | 1,228 | -5,348 | -81.3% | -$14.93万 | 减仓 |
| ZG | ZILLOW GROUP INC | $3.60万 | 0.00% | 869 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $3.60万 | 0.00% | 1,423 | -3,418 | -70.6% | -$8.65万 | 减仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $3.68万 | 0.00% | 15,414 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $3.82万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $3.97万 | 0.00% | 5,066 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $4.06万 | 0.00% | 30,060 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $4.15万 | 0.00% | 3,541 | -2,826 | -44.4% | -$3.31万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $4.38万 | 0.00% | 1,657 | -539 | -24.5% | -$1.43万 | 减仓 |
| BBWI | BATH & BODY WORKS INC | $4.63万 | 0.00% | 2,482 | -263 | -9.6% | -$4,910 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $4.65万 | 0.00% | 1,967 | -248 | -11.2% | -$5,858 | 减仓 |
| TTC | TORO CO | $5.09万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $5.28万 | 0.00% | 4,579 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $5.52万 | 0.00% | 1,369 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $5.52万 | 0.00% | 749 | -3,597 | -82.8% | -$26.51万 | 减仓 |
| OGN | ORGANON & CO | $5.86万 | 0.00% | 9,785 | -3,205 | -24.7% | -$1.92万 | 减仓 |
| GLIBK | GCI LIBERTY INC | $6.24万 | 0.00% | 1,678 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC | $6.38万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC | $6.43万 | 0.00% | 483 | -309 | -39.0% | -$4.11万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $6.53万 | 0.00% | 16,161 | -2,944 | -15.4% | -$1.19万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $6.81万 | 0.00% | 2,217 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS | $7.34万 | 0.00% | 5,027 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $7.65万 | 0.00% | 581 | -3,805 | -86.8% | -$50.13万 | 减仓 |
| MNDY | MONDAY COM LTD | $8.02万 | 0.00% | 1,160 | -4,242 | -78.5% | -$29.32万 | 减仓 |
| ERIE | ERIE INDTY CO | $9.27万 | 0.00% | 369 | -770 | -67.6% | -$19.35万 | 减仓 |
| SNAP | SNAP INC | $9.37万 | 0.00% | 20,374 | -67,263 | -76.8% | -$30.94万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $9.39万 | 0.00% | 1,140 | -2,124 | -65.1% | -$17.49万 | 减仓 |
| — | MONTAUK RENEWABLES INC | $9.45万 | 0.00% | 82,175 | -17,232 | -17.3% | -$1.98万 | 减仓 |
| — | LEGGETT & PLATT INC | $10.06万 | 0.00% | 10,179 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $10.12万 | 0.00% | 1,791 | -4,248 | -70.3% | -$24.00万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $10.24万 | 0.00% | 5,325 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $10.88万 | 0.00% | 2,032 | -889 | -30.4% | -$4.76万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $11.26万 | 0.00% | 6,389 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $11.61万 | 0.00% | 2,813 | -7,832 | -73.6% | -$32.32万 | 减仓 |
| LBTYA | LIBERTY GLOBAL LTD | $11.62万 | 0.00% | 9,612 | -3,714 | -27.9% | -$4.49万 | 减仓 |
| DUOL | DUOLINGO INC | $11.76万 | 0.00% | 1,193 | 485 | 68.5% | $4.78万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $11.78万 | 0.00% | 1,285 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $12.52万 | 0.00% | 577 | -471 | -44.9% | -$10.22万 | 减仓 |
| ROKU | ROKU INC | $12.83万 | 0.00% | 1,356 | -766 | -36.1% | -$7.25万 | 减仓 |
| — | BEYOND MEAT INC | $12.84万 | 0.00% | 182,955 | 72,602 | 65.8% | $5.09万 | 加仓 |
| BAX | BAXTER INTL INC | $13.46万 | 0.00% | 8,010 | -30,184 | -79.0% | -$50.71万 | 减仓 |
| HDB | HDFC BANK LTD | $14.23万 | 0.00% | 5,721 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $14.69万 | 0.00% | 1,085 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $14.85万 | 0.00% | 8,624 | -8,395 | -49.3% | -$14.46万 | 减仓 |
| RPM | RPM INTL INC | $15.25万 | 0.00% | 1,534 | -6,430 | -80.7% | -$63.91万 | 减仓 |
| IBN | ICICI BANK LIMITED | $16.42万 | 0.00% | 6,338 | -570 | -8.3% | -$1.48万 | 减仓 |
| NDSN | NORDSON CORP | $18.84万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $19.07万 | 0.00% | 21,138 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $19.61万 | 0.00% | 158,125 | -5,162 | -3.2% | -$6,401 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $21.34万 | 0.00% | 2,268 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $21.62万 | 0.00% | 12,638 | -604 | -4.6% | -$1.03万 | 减仓 |
| SLVM | SYLVAMO CORP | $21.85万 | 0.00% | 5,172 | -460 | -8.2% | -$1.94万 | 减仓 |
| CG | CARLYLE GROUP INC | $21.87万 | 0.00% | 4,520 | -9,052 | -66.7% | -$43.80万 | 减仓 |
| — | VALARIS LTD | $22.90万 | 0.00% | 14,322 | 0 | 0.0% | — | 不变 |
| TEO | TELECOM ARGENTINA SA | $23.96万 | 0.00% | 20,493 | -19,191 | -48.4% | -$22.43万 | 减仓 |