13F 机构持仓

KLP KAPITALFORVALTNING AS

OSLO Q8 · SEC CIK 0001717443

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$310.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.4%
AAPL 6.2%
MSFT 3.8%
GOOGL 3.0%
AMZN 2.9%
AVGO 2.3%
GOOG 2.3%
MU 1.7%
META 1.7%
TSLA 1.5%

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
MKC McCormick & Co Inc/MD $474.73万0.02%94,156 3,1003.4% $15.63万 加仓
UNM Unum Group $476.50万0.02%53,300 00.0% — 不变
TOST Toast Inc $476.83万0.02%171,400 00.0% — 不变
CLX Clorox Co/The $480.29万0.02%50,324 9,10022.1% $86.85万 加仓
HST Host Hotels & Resorts Inc $482.74万0.02%197,100 8,4004.5% $20.57万 加仓
BWA BorgWarner Inc $483.39万0.02%72,800 00.0% — 不变
RNR RenaissanceRe Holdings Ltd $486.12万0.02%15,340 5403.6% $17.11万 加仓
LSCC Lattice Semiconductor Corp $486.41万0.02%31,800 1,7005.6% $26.00万 加仓
IBN ICICI Bank Ltd $494.09万0.02%170,200 -40,600-19.3% -$117.86万 减仓
PNR Pentair PLC $494.20万0.02%64,466 2,0003.2% $15.33万 加仓
COO Cooper Cos Inc/The $498.38万0.02%69,500 00.0% — 不变
TRU TransUnion $502.82万0.02%69,700 00.0% — 不变
CLH Clean Harbors Inc $503.10万0.02%16,840 4402.7% $13.14万 加仓
RKT Rocket Cos Inc $503.53万0.02%319,700 00.0% — 不变
EXEL Exelixis Inc $510.37万0.02%93,800 -600-0.6% -$3.26万 减仓
JAZZ Jazz Pharmaceuticals PLC $515.68万0.02%21,400 00.0% — 不变
USFD US Foods Holding Corp $519.43万0.02%50,800 00.0% — 不变
GEN Gen Digital Inc $521.12万0.02%209,369 3,9001.9% $9.71万 加仓
RPM RPM International Inc $522.40万0.02%47,000 00.0% — 不变
NWSA News Corp $522.91万0.02%210,595 -15,600-6.9% -$38.73万 减仓
ECHO EchoStar Corp $524.75万0.02%51,700 4,2008.8% $42.63万 加仓
NGVT Ingevity Corp $529.41万0.02%70,900 2,8004.1% $20.91万 加仓
AM Antero Midstream Corp $534.62万0.02%235,000 130,700125.3% $297.34万 加仓
ZS Zscaler Inc $535.24万0.02%37,920 1800.5% $2.54万 加仓
VTRS Viatris Inc $540.24万0.02%340,200 -1,400-0.4% -$2.22万 减仓
DPZ Domino's Pizza Inc $544.42万0.02%18,390 00.0% — 不变
MRNA Moderna Inc $545.53万0.02%77,900 -1,600-2.0% -$11.20万 减仓
LYB LyondellBasell Industries NV $548.25万0.02%104,131 8,3008.7% $43.70万 加仓
SNX TD SYNNEX Corp $561.41万0.02%21,000 -2,700-11.4% -$72.18万 减仓
CSL Carlisle Cos Inc $566.62万0.02%15,620 5203.4% $18.86万 加仓
SUI Sun Communities Inc $574.09万0.02%47,500 00.0% — 不变
DKS Dick's Sporting Goods Inc $576.10万0.02%25,400 00.0% — 不变
XIFR XPLR Infrastructure LP $576.21万0.02%487,900 -83,600-14.6% -$98.73万 减仓
REG Regency Centers Corp $580.29万0.02%72,200 10,90017.8% $87.61万 加仓
STRL Sterling Infrastructure Inc $584.19万0.02%6,960 -40-0.6% -$3.36万 减仓
AR Antero Resources Corp $584.73万0.02%166,400 76,90085.9% $270.23万 加仓
TEAM Atlassian Corp $585.76万0.02%75,300 -5,900-7.3% -$45.90万 减仓
WWD Woodward Inc $586.26万0.02%13,780 2802.1% $11.91万 加仓
SMCI Super Micro Computer Inc $591.88万0.02%201,800 -4,200-2.0% -$12.32万 减仓
MTSI MACOM Technology Solutions Holdings Inc $593.38万0.02%15,600 7004.7% $26.63万 加仓
MDLN Medline Inc $594.36万0.02%150,700 150,700— $594.36万 新建仓
GPC Genuine Parts Co $598.01万0.02%50,302 00.0% — 不变
ALLE Allegion plc $605.51万0.02%43,100 1,2002.9% $16.86万 加仓
WSO Watsco Inc $608.43万0.02%14,600 2,00015.9% $83.35万 加仓
PNFP Pinnacle Financial Partners Inc $612.35万0.02%60,701 9,30018.1% $93.82万 加仓
ATI ATI Inc $620.87万0.02%31,500 1,1003.6% $21.68万 加仓
DOCU Docusign Inc $623.21万0.02%140,300 00.0% — 不变
NLY Annaly Capital Management Inc $632.16万0.02%274,884 00.0% — 不变
MAA Mid-America Apartment Communities Inc $636.35万0.02%45,800 5,30013.1% $73.64万 加仓
MAS Masco Corp $641.73万0.02%78,866 1,1001.4% $8.95万 加仓
NBIX Neurocrine Biosciences Inc $643.80万0.02%38,200 1,1003.0% $18.54万 加仓
SCCO Southern Copper Corp $645.60万0.02%37,048 3661.0% $6.38万 加仓
CDE Coeur Mining Inc $648.07万0.02%397,100 13,3003.5% $21.71万 加仓
NDSN Nordson Corp $649.53万0.02%21,480 2,68014.3% $81.04万 加仓
FDXF Fedex Freight Holding Co Inc $652.00万0.02%43,179 43,179— $652.00万 新建仓
IREN IREN Ltd $652.57万0.02%142,700 5000.4% $2.29万 加仓
BCC Boise Cascade Co $653.64万0.02%84,200 6,9008.9% $53.56万 加仓
MANH Manhattan Associates Inc $669.79万0.02%48,100 2,9006.4% $40.38万 加仓
TSCO Tractor Supply Co $672.20万0.02%212,655 22,30011.7% $70.49万 加仓
CRS Carpenter Technology Corp $672.36万0.02%10,900 -100-0.9% -$6.17万 减仓
ROL Rollins Inc $682.14万0.02%163,425 -49,700-23.3% -$207.45万 减仓
IONQ IonQ Inc $686.52万0.02%128,900 18,00016.2% $95.87万 加仓
MKSI MKS Inc $689.44万0.02%15,500 7004.7% $31.14万 加仓
BALL Ball Corp $691.43万0.02%110,806 00.0% — 不变
IEX IDEX Corp $694.47万0.02%30,600 3,50012.9% $79.43万 加仓
ORA Ormat Technologies Inc $702.40万0.02%64,500 -11,400-15.0% -$124.15万 减仓
FTI TechnipFMC PLC $705.43万0.02%106,400 14,60015.9% $96.80万 加仓
BRO Brown & Brown Inc $717.20万0.02%111,800 10,1009.9% $64.79万 加仓
ESS Essex Property Trust Inc $718.35万0.02%24,451 00.0% — 不变
IP International Paper Co $721.64万0.02%189,406 00.0% — 不变
TRMB Trimble Inc $725.10万0.02%141,676 -1,900-1.3% -$9.72万 减仓
CDW CDW Corp/DE $727.11万0.02%51,700 -25,500-33.0% -$358.63万 减仓
DAL Delta Air Lines Inc $728.68万0.02%77,801 8,20011.8% $76.80万 加仓
INVH Invitation Homes Inc $731.77万0.02%240,200 29,00013.7% $88.35万 加仓
KBH KB Home $742.94万0.02%118,700 17,70017.5% $110.78万 加仓
BMI Badger Meter Inc $747.84万0.02%50,400 5,50012.2% $81.61万 加仓
LII Lennox International Inc $749.77万0.02%13,060 1,24010.5% $71.19万 加仓
LEN Lennar Corp $753.73万0.02%83,294 9001.1% $8.14万 加仓
NVT nVent Electric PLC $756.46万0.02%44,600 8001.8% $13.57万 加仓
TPL Texas Pacific Land Corp $763.24万0.02%17,440 3,04021.1% $133.04万 加仓
FWONK Liberty Media Corp-Liberty Formula One $777.29万0.03%81,700 9,20012.7% $87.53万 加仓
BURL Burlington Stores Inc $783.13万0.03%24,720 2,0809.2% $65.89万 加仓
IFF International Flavors & Fragrances Inc $787.46万0.03%98,977 9,60010.7% $76.38万 加仓
EFX Equifax Inc $789.71万0.03%49,755 4,0008.7% $63.49万 加仓
KEY KeyCorp $792.60万0.03%343,862 00.0% — 不变
GPN Global Payments Inc $792.62万0.03%109,237 11,00011.2% $79.82万 加仓
HPQ HP Inc $807.47万0.03%363,816 38,20011.7% $84.78万 加仓
BG Bunge Global SA $818.61万0.03%76,699 7,30010.5% $77.91万 加仓
AMCR Amcor PLC $824.07万0.03%190,098 190,098— $824.07万 新建仓
SBAC SBA Communications Corp $839.88万0.03%47,596 4,3009.9% $75.88万 加仓
PKG Packaging Corp of America $853.53万0.03%35,630 6001.7% $14.37万 加仓
STE STERIS PLC $857.02万0.03%40,700 3,6009.7% $75.81万 加仓
SOFI SoFi Technologies Inc $859.03万0.03%479,100 3,9000.8% $6.99万 加仓
WRB W R Berkley Corp $875.72万0.03%123,279 13,10011.9% $93.06万 加仓
EQT EQT Corp $878.37万0.03%165,200 00.0% — 不变
FN Fabrinet $883.59万0.03%15,720 6,26066.2% $351.86万 加仓
BR Broadridge Financial Solutions Inc $885.78万0.03%64,300 22,90055.3% $315.46万 加仓
RPRX Royalty Pharma PLC $887.03万0.03%158,200 00.0% — 不变
LH Labcorp Holdings Inc $887.96万0.03%31,713 3201.0% $8.96万 加仓
DLTR Dollar Tree Inc $889.50万0.03%73,543 00.0% — 不变