KLP KAPITALFORVALTNING AS
OSLO Q8 · SEC CIK 0001717443
$310.06亿2026Q2 申报市值
2,141持仓数
31.8%前十大占比 · 第一大 6.4%
60 / 75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
AAPL 加仓+$1.32亿
MSFT 加仓+$7,787.17万
AVGO 加仓+$6,235.90万
META 加仓+$5,917.92万
AMZN 加仓+$5,801.20万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$2,121.63万
Electronic Arts 清仓-$2,033.26万
UAL 减仓-$1,655.00万
MRVL 减仓-$1,590.73万
Coterra Energy I 清仓-$1,288.94万
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 |
|---|---|---|---|---|---|---|---|---|
| OSCR | Oscar Health Inc | $152.30万 | 0.00% | 53,400 | 8,700 | 19.5% | $24.81万 | 加仓 |
| MOS | Mosaic Co/The | $152.36万 | 0.00% | 71,900 | 2,000 | 2.9% | $4.24万 | 加仓 |
| YMM | Full Truck Alliance Co Ltd | $152.49万 | 0.00% | 187,800 | 187,800 | — | $152.49万 | 新建仓 |
| LKQ | LKQ Corp | $152.71万 | 0.00% | 58,000 | 1,500 | 2.7% | $3.95万 | 加仓 |
| BRKR | Bruker Corp | $153.57万 | 0.00% | 25,500 | 2,100 | 9.0% | $12.65万 | 加仓 |
| FAF | First American Financial Corp | $153.64万 | 0.00% | 22,400 | 0 | 0.0% | — | 不变 |
| MAC | Macerich Co/The | $154.03万 | 0.00% | 61,149 | 4,800 | 8.5% | $12.09万 | 加仓 |
| VNO | Vornado Realty Trust | $154.06万 | 0.00% | 39,200 | 3,300 | 9.2% | $12.97万 | 加仓 |
| MRP | Millrose Properties Inc | $154.46万 | 0.00% | 51,400 | 17,500 | 51.6% | $52.59万 | 加仓 |
| FND | Floor & Decor Holdings Inc | $154.93万 | 0.00% | 26,100 | 2,400 | 10.1% | $14.25万 | 加仓 |
| UBSI | United Bankshares Inc/WV | $155.46万 | 0.01% | 33,703 | 2,800 | 9.1% | $12.92万 | 加仓 |
| — | Arcosa Inc | $156.42万 | 0.01% | 10,766 | 0 | 0.0% | — | 不变 |
| KLIC | Kulicke & Soffa Industries Inc | $156.70万 | 0.01% | 11,700 | 0 | 0.0% | — | 不变 |
| MSGK | Madison Square Garden Sports Corp | $156.72万 | 0.01% | 3,900 | -1,900 | -32.8% | -$76.35万 | 减仓 |
| LAD | Lithia Motors Inc | $156.86万 | 0.01% | 5,400 | 0 | 0.0% | — | 不变 |
| MSA | MSA Safety Inc | $157.12万 | 0.01% | 9,000 | 800 | 9.8% | $13.97万 | 加仓 |
| TRNO | Terreno Realty Corp | $157.16万 | 0.01% | 24,100 | 1,300 | 5.7% | $8.48万 | 加仓 |
| SPSC | SPS Commerce Inc | $157.22万 | 0.01% | 27,500 | 19,400 | 239.5% | $110.91万 | 加仓 |
| XP | XP Inc | $157.56万 | 0.01% | 96,900 | 0 | 0.0% | — | 不变 |
| IESC | IES Holdings Inc | $158.69万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| KNF | Knife River Corp | $158.73万 | 0.01% | 18,975 | 1,400 | 8.0% | $11.71万 | 加仓 |
| MRCY | Mercury Systems Inc | $159.03万 | 0.01% | 13,000 | 1,100 | 9.2% | $13.46万 | 加仓 |
| OLLI | Ollie's Bargain Outlet Holdings Inc | $159.14万 | 0.01% | 20,700 | 7,200 | 53.3% | $55.35万 | 加仓 |
| — | Gates Industrial Corp Ltd | $159.15万 | 0.01% | 56,900 | 0 | 0.0% | — | 不变 |
| PCRX | Pacira BioSciences Inc | $159.83万 | 0.01% | 63,000 | 29,700 | 89.2% | $75.35万 | 加仓 |
| EXP | Eagle Materials Inc | $159.90万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| SIG | Signet Jewelers Ltd | $160.33万 | 0.01% | 18,600 | 2,600 | 16.2% | $22.41万 | 加仓 |
| LQDT | Liquidity Services Inc | $160.39万 | 0.01% | 41,000 | 10,200 | 33.1% | $39.90万 | 加仓 |
| OZK | Bank OZK | $160.44万 | 0.01% | 30,800 | 0 | 0.0% | — | 不变 |
| — | Atkore Inc | $160.44万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| HR | Healthcare Realty Trust Inc | $160.75万 | 0.01% | 79,700 | 6,200 | 8.4% | $12.51万 | 加仓 |
| PCVX | Vaxcyte Inc | $161.02万 | 0.01% | 27,700 | 1,800 | 6.9% | $10.46万 | 加仓 |
| OSUR | OraSure Technologies Inc | $162.03万 | 0.01% | 363,300 | 0 | 0.0% | — | 不变 |
| HRL | Hormel Foods Corp | $162.32万 | 0.01% | 65,400 | -39,348 | -37.6% | -$97.66万 | 减仓 |
| RGEN | Repligen Corp | $162.36万 | 0.01% | 11,900 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO Corp | $162.79万 | 0.01% | 13,600 | -800 | -5.6% | -$9.58万 | 减仓 |
| VLY | Valley National Bancorp | $162.83万 | 0.01% | 110,440 | 0 | 0.0% | — | 不变 |
| HIMS | Hims & Hers Health Inc | $162.95万 | 0.01% | 47,000 | 3,500 | 8.0% | $12.13万 | 加仓 |
| FNB | FNB Corp/PA | $163.52万 | 0.01% | 85,700 | 6,800 | 8.6% | $12.97万 | 加仓 |
| SLAB | Silicon Laboratories Inc | $163.92万 | 0.01% | 7,500 | 300 | 4.2% | $6.56万 | 加仓 |
| AVT | Avnet Inc | $164.32万 | 0.01% | 18,500 | -7,500 | -28.8% | -$66.61万 | 减仓 |
| GVA | Granite Construction Inc | $164.52万 | 0.01% | 10,400 | 800 | 8.3% | $12.66万 | 加仓 |
| KGS | Kodiak Gas Services Inc | $164.53万 | 0.01% | 21,900 | 2,900 | 15.3% | $21.79万 | 加仓 |
| EAT | Brinker International Inc | $164.64万 | 0.01% | 9,800 | 0 | 0.0% | — | 不变 |
| LUMN | Lumen Technologies Inc | $164.74万 | 0.01% | 214,500 | 0 | 0.0% | — | 不变 |
| NHC | National HealthCare Corp | $165.31万 | 0.01% | 7,800 | 1,800 | 30.0% | $38.15万 | 加仓 |
| KMX | CarMax Inc | $165.55万 | 0.01% | 31,300 | 0 | 0.0% | — | 不变 |
| YELP | Yelp Inc | $165.76万 | 0.01% | 67,600 | 0 | 0.0% | — | 不变 |
| HAFN | Hafnia Ltd | $166.00万 | 0.01% | 250,000 | 0 | 0.0% | — | 不变 |
| STAG | STAG Industrial Inc | $166.23万 | 0.01% | 43,300 | 2,200 | 5.4% | $8.45万 | 加仓 |
| TDW | Tidewater Inc. | $167.24万 | 0.01% | 25,100 | 22,400 | 829.6% | $149.25万 | 加仓 |
| MIR | Mirion Technologies Inc | $168.00万 | 0.01% | 93,700 | 41,700 | 80.2% | $74.77万 | 加仓 |
| DVA | DaVita Inc | $169.08万 | 0.01% | 7,600 | -1,000 | -11.6% | -$22.25万 | 减仓 |
| CE | Celanese Corp | $169.74万 | 0.01% | 36,900 | 12,800 | 53.1% | $58.88万 | 加仓 |
| CLF | Cleveland-Cliffs Inc | $170.04万 | 0.01% | 181,087 | 53,700 | 42.2% | $50.42万 | 加仓 |
| HLI | Houlihan Lokey Inc | $170.35万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| TTD | Trade Desk Inc/The | $170.49万 | 0.01% | 94,300 | -94,900 | -50.2% | -$171.58万 | 减仓 |
| SIRI | Sirius XM Holdings Inc | $170.62万 | 0.01% | 57,758 | 17,000 | 41.7% | $50.22万 | 加仓 |
| POOL | Pool Corp | $171.06万 | 0.01% | 7,960 | 600 | 8.2% | $12.89万 | 加仓 |
| CAVA | Cava Group Inc | $171.09万 | 0.01% | 21,800 | 1,400 | 6.9% | $10.99万 | 加仓 |
| JBTM | JBT Marel Corp | $171.10万 | 0.01% | 11,800 | 400 | 3.5% | $5.80万 | 加仓 |
| OMF | OneMain Holdings Inc | $171.94万 | 0.01% | 28,200 | 2,100 | 8.0% | $12.80万 | 加仓 |
| FSS | Federal Signal Corp | $172.18万 | 0.01% | 13,400 | 0 | 0.0% | — | 不变 |
| UHS | Universal Health Services Inc | $172.48万 | 0.01% | 11,600 | -8,487 | -42.3% | -$126.19万 | 减仓 |
| ZWS | Zurn Elkay Water Solutions Corp | $172.81万 | 0.01% | 34,200 | 1,000 | 3.0% | $5.05万 | 加仓 |
| ULS | UL Solutions Inc | $173.16万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| KNSL | Kinsale Capital Group Inc | $173.48万 | 0.01% | 5,260 | 400 | 8.2% | $13.19万 | 加仓 |
| PRAX | Praxis Precision Medicines Inc | $174.09万 | 0.01% | 5,200 | 0 | 0.0% | — | 不变 |
| CVLT | Commvault Systems Inc | $174.33万 | 0.01% | 12,300 | 2,500 | 25.5% | $35.43万 | 加仓 |
| YOU | Clear Secure Inc | $174.43万 | 0.01% | 31,300 | 800 | 2.6% | $4.46万 | 加仓 |
| HXL | Hexcel Corp | $175.10万 | 0.01% | 17,500 | 0 | 0.0% | — | 不变 |
| AXTA | Axalta Coating Systems Ltd | $175.21万 | 0.01% | 51,200 | 3,600 | 7.6% | $12.32万 | 加仓 |
| BRC | Brady Corp | $175.81万 | 0.01% | 19,200 | 0 | 0.0% | — | 不变 |
| GKOS | Glaukos Corp | $176.10万 | 0.01% | 12,600 | 0 | 0.0% | — | 不变 |
| REXR | Rexford Industrial Realty Inc | $176.12万 | 0.01% | 52,000 | 0 | 0.0% | — | 不变 |
| AROC | Archrock Inc | $176.68万 | 0.01% | 43,400 | 3,300 | 8.2% | $13.43万 | 加仓 |
| NXST | Nexstar Media Group Inc | $176.80万 | 0.01% | 9,900 | -3,000 | -23.3% | -$53.58万 | 减仓 |
| CBSH | Commerce Bancshares Inc/MO | $177.70万 | 0.01% | 30,770 | 1,500 | 5.1% | $8.66万 | 加仓 |
| INVA | Innoviva Inc | $178.27万 | 0.01% | 78,500 | 0 | 0.0% | — | 不变 |
| KRYS | Krystal Biotech Inc | $178.40万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| FCN | FTI Consulting Inc | $178.81万 | 0.01% | 12,000 | 4,900 | 69.0% | $73.01万 | 加仓 |
| FPS | Forgent Power Solutions Inc | $179.31万 | 0.01% | 32,100 | 32,100 | — | $179.31万 | 新建仓 |
| OKLO | Oklo Inc | $179.49万 | 0.01% | 34,300 | -89,800 | -72.4% | -$469.92万 | 减仓 |
| CIFR | Cipher Digital Inc | $179.83万 | 0.01% | 73,400 | 4,100 | 5.9% | $10.04万 | 加仓 |
| MP | MP Materials Corp | $180.35万 | 0.01% | 32,200 | 1,000 | 3.2% | $5.60万 | 加仓 |
| MDGL | Madrigal Pharmaceuticals Inc | $180.42万 | 0.01% | 3,360 | 120 | 3.7% | $6.44万 | 加仓 |
| SUPN | Indivior Pharmaceuticals Inc | $180.64万 | 0.01% | 44,026 | 44,026 | — | $180.64万 | 新建仓 |
| DLB | Dolby Laboratories Inc | $180.88万 | 0.01% | 34,400 | 0 | 0.0% | — | 不变 |
| ECG | Everus Construction Group Inc | $180.89万 | 0.01% | 10,900 | -8,000 | -42.3% | -$132.76万 | 减仓 |
| ANF | Abercrombie & Fitch Co | $180.92万 | 0.01% | 20,100 | 5,900 | 41.5% | $53.11万 | 加仓 |
| LOPE | Grand Canyon Education Inc | $181.75万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| SFM | Sprouts Farmers Market Inc | $181.85万 | 0.01% | 21,500 | 0 | 0.0% | — | 不变 |
| JEF | Jefferies Financial Group Inc | $181.93万 | 0.01% | 36,400 | 2,000 | 5.8% | $10.00万 | 加仓 |
| VNOM | Viper Energy Inc | $182.14万 | 0.01% | 42,958 | 1,100 | 2.6% | $4.66万 | 加仓 |
| TGTX | TG Therapeutics Inc | $182.40万 | 0.01% | 33,200 | 0 | 0.0% | — | 不变 |
| RAL | Ralliant Corp | $182.61万 | 0.01% | 24,801 | 0 | 0.0% | — | 不变 |
| HSIC | Henry Schein Inc | $184.58万 | 0.01% | 22,100 | -1,900 | -7.9% | -$15.87万 | 减仓 |
| AUR | Aurora Innovation Inc | $185.09万 | 0.01% | 271,400 | 7,800 | 3.0% | $5.32万 | 加仓 |
| FR | First Industrial Realty Trust Inc | $185.21万 | 0.01% | 30,000 | 900 | 3.1% | $5.56万 | 加仓 |
| NPO | Enpro Inc | $185.45万 | 0.01% | 4,920 | 320 | 7.0% | $12.06万 | 加仓 |