DnB Asset Management AS Q1 2024 Filing

Filed April 12, 2024

Portfolio Value

$19.2B

Holdings

705

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (705 positions)

#StockSharesValue% PortfolioType
101
KVUEKenvue Inc
1,485,950$31.9M0.17%
102
BKNGBooking Holdings Inc
8,719$31.6M0.16%
103
IBMInternational Business Machines Corp
164,844$31.5M0.16%
104
AMGNAmgen Inc
110,315$31.4M0.16%
105
WFCWells Fargo & Co
538,159$31.2M0.16%
106
UBERUber Technologies Inc
396,763$30.5M0.16%
107
KLACKla Corp
43,600$30.5M0.16%
108
ETNEaton Corp PLC
96,713$30.2M0.16%
109
REGNRegeneron Pharmaceuticals Inc
31,234$30.1M0.16%
110
ELVElevance Health Inc
57,006$29.6M0.15%
111
AXPAmerican Express Co
129,664$29.5M0.15%
112
CLVTrip.com Group Ltd
662,550$29.1M0.15%
113
NKENike Inc
300,399$28.2M0.15%
114
T7DTransDigm Group Inc
22,818$28.1M0.15%
115
IFFInternational Flavors & Fragrances Inc
325,446$28.0M0.15%
116
SNPSSynopsys Inc
48,582$27.8M0.14%
117
BABAAlibaba Group Holding-Sp Adr
374,664$27.1M0.14%
118
CMCSAComcast Corp
625,202$27.1M0.14%
119
Arcadium Lithium PLC
6,263,252$27.0M0.14%
120
MLB1Mercadolibre Inc
17,025$25.7M0.13%
121
AMTAmerican Tower Corp
129,592$25.6M0.13%
122
UPSUnited Parcel Service Inc
168,313$25.0M0.13%
123
HIGHartford Financial Services Group Inc
240,947$24.8M0.13%
124
USBUs Bancorp
553,832$24.8M0.13%
125
ANETEURArista Networks Inc
83,952$24.3M0.13%
126
LVSLas Vegas Sands Corp
470,767$24.3M0.13%
127
ORLYO'Reilly Automotive Inc
21,445$24.2M0.13%
128
CSXCSX Corp
652,948$24.2M0.13%
129
EMBJEmbraer SA ADR
905,200$24.1M0.13%
130
CRWDCrowdstrike Holdings Inc
73,468$23.6M0.12%
131
Ferguson PLC
107,625$23.5M0.12%
132
PANWPalo Alto Networks Inc
82,245$23.4M0.12%
133
URIUnited Rentals Inc
32,218$23.2M0.12%
134
TRVCCitigroup Inc
366,495$23.2M0.12%
135
MCOMoody's Corp
58,695$23.1M0.12%
136
CITCintas Corp
33,573$23.1M0.12%
137
LOWLowe's Cos Inc
89,238$22.7M0.12%
138
PCARPaccar Inc
180,231$22.3M0.12%
139
EOGEOG Resources Inc
172,260$22.0M0.11%
140
MRSHMarsh & Mclennan Cos Inc
106,417$21.9M0.11%
141
SHWSherwin-Williams Co/The
62,811$21.8M0.11%
142
KKRKkr & Co Inc
213,795$21.5M0.11%
143
WCNWaste Connections Inc
121,372$20.9M0.11%
144
HUBBHubbell Inc
50,132$20.8M0.11%
145
PNCPnc Financial Services Group Inc/The
128,542$20.8M0.11%
146
COINCoinbase Global Inc
77,485$20.5M0.11%
147
WDAYWorkday Inc
74,522$20.3M0.11%
148
APOApollo Global Management Inc
175,266$19.7M0.10%
149
TAT&T Inc
1,117,293$19.7M0.10%
150
CDNSCadence Design Systems Inc
63,104$19.6M0.10%
151
PLDPrologis Inc
148,671$19.4M0.10%
152
SYKStryker Corp
54,065$19.3M0.10%
153
PGRProgressive Corp
92,212$19.1M0.10%
154
HCAHca Healthcare Inc
57,017$19.0M0.10%
155
TJXTJX Cos Inc
187,221$19.0M0.10%
156
ADTNAdtran Inc
3,472,039$18.9M0.10%
157
EWEdwards Lifesciences Corp
196,296$18.8M0.10%
158
BMYBristol-Myers Squibb Co
335,550$18.2M0.09%
159
SMCIUSDSuper Micro Computer Inc
17,995$18.2M0.09%
160
CMICummins Inc
60,675$17.9M0.09%
161
MOHMolina Healthcare Inc
43,193$17.7M0.09%
162
ONON Semiconductor Corp
239,519$17.6M0.09%
163
PLTRPalantir Technologies Inc
753,566$17.3M0.09%
164
FDXFedex Corp
59,294$17.2M0.09%
165
MDLZMondelez International Inc
244,528$17.1M0.09%
166
ZTSZoetis Inc
100,745$17.0M0.09%
167
AMEAMETEK Inc
92,776$17.0M0.09%
168
SOSouthern Co/The
231,570$16.6M0.09%
169
MCKMckesson Corp
30,652$16.5M0.09%
170
AKXANSYS Inc
47,274$16.4M0.09%
171
VRTVertiv Holdings Co
199,112$16.3M0.08%
172
ADIAnalog Devices Inc
82,055$16.2M0.08%
173
NSCNorfolk Southern Corp
63,385$16.2M0.08%
174
BSXBoston Scientific Corp
233,846$16.0M0.08%
175
SBUXStarbucks Corp
174,574$16.0M0.08%
176
TTTrane Technologies Plc
53,065$15.9M0.08%
177
BDXBecton Dickinson And Co
64,294$15.9M0.08%
178
Transocean Ltd
2,496,112$15.7M0.08%
179
VALValaris Ltd
203,664$15.3M0.08%
180
WMWaste Management Inc
71,624$15.3M0.08%
181
PYPLPayPal Holdings Inc
226,460$15.2M0.08%
182
CVSCvs Health Corp
189,724$15.1M0.08%
183
LULULululemon Athletica Inc
38,714$15.1M0.08%
184
ARESAres Management Corp
113,404$15.1M0.08%
185
MNSTMonster Beverage Corp
252,927$15.0M0.08%
186
FISVFiserv Inc
93,801$15.0M0.08%
187
ODFLOld Dominion Freight Line Inc
67,994$14.9M0.08%
188
GLNGGolar LNG LTD
606,184$14.6M0.08%
189
CDWCdw Corp/De
56,607$14.5M0.08%
190
GILDGilead Sciences Inc
197,638$14.5M0.08%
191
TRVTravelers Cos Inc/The
61,813$14.2M0.07%
192
CARRCarrier Global Corp
244,654$14.2M0.07%
193
DC4DexCom Inc
99,440$13.8M0.07%
194
MMM3M Co
128,946$13.7M0.07%
195
MRVLMarvell Technology Inc
192,225$13.6M0.07%
196
DELLDell Technologies Inc
118,731$13.5M0.07%
197
ABNBAirbnb Inc
81,613$13.5M0.07%
198
EQIXEquinix Inc
16,293$13.4M0.07%
199
CSIQCanadian Solar Inc
675,143$13.3M0.07%
200
HOLXHologic Inc
168,206$13.1M0.07%
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