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Portfolio (Quarterly) Guide ↗

DNB Asset Management AS

· CIK 0001456670
13F Portfolio $28.0B AUM 1,235 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 527 New 503 Added 181 Reduced 23 Exited
Page 24 of 26  ·  503 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 HTHT H World Group Ltd Consumer Cyclical 24,437.0 $1.2M 0.00% +7K +41.2% $50.29 -10.9%
462 PCVX Vaxcyte Inc Healthcare 19,100.0 $1.1M 0.00% +3K +16.0% $58.11 -18.6%
463 XP XP Inc Financial Services 56,201.0 $1.1M 0.00% +12K +27.6% $19.04 -11.7%
464 NVT nVent Electric PLC Industrials 8,851.0 $1.0M 0.00% +6K +254.0% $118.28 +39.2%
465 TE T1 Energy Inc Industrials 237,005.0 $1.0M 0.00% +88K +59.0% $4.39 +84.1%
466 RITM Rithm Capital Corp Real Estate 106,531.0 $1.0M 0.00% +95K +798.2% $9.48 -2.3%
467 ZenaTech Inc 434,487.0 $1.0M 0.00% +237K +120.4% $2.31
468 AA Alcoa Corp Basic Materials 14,365.0 $953K 0.00% +10K +235.7% $66.33 +7.6%
469 TKO TKO Group Holdings Inc Communication Services 4,397.0 $887K 0.00% +1K +45.7% $201.65 -5.0%
470 CYTK Cytokinetics Inc Healthcare 12,898.0 $850K 0.00% +2K +16.4% $65.91 +16.7%
471 ZWS Zurn Elkay Water Solutions Corp Industrials 18,466.0 $828K 0.00% +6K +44.1% $44.84 +6.1%
472 Somnigroup International Inc 10,351.0 $765K 0.00% +7K +193.8% $73.92
473 APG API Group Corp Industrials 18,879.0 $765K 0.00% +14K +260.5% $40.52 +2.7%
474 VUZI Vuzix Corp Technology 319,451.0 $738K 0.00% +148K +86.0% $2.31 +122.5%
475 JLL Jones Lang LaSalle Inc Real Estate 2,395.0 $729K 0.00% +2K +242.6% $304.32 -4.2%
476 RVTY Revvity Inc Healthcare 8,052.0 $705K 0.00% +6K +289.4% $87.61 +10.7%
477 HST Host Hotels & Resorts Inc Real Estate 36,095.0 $692K 0.00% +26K +252.3% $19.16 +16.8%
478 TGTX TG Therapeutics Inc Healthcare 20,815.0 $691K 0.00% +3K +16.6% $33.22 +17.0%
479 BVN Compania De Minas Buenaventur-Adr Basic Materials 19,162.0 $691K 0.00% +5K +36.0% $36.04 -7.2%
480 Newamsterdam Pharma Co NV 21,558.0 $690K 0.00% +1K +7.2% $32.01
Page 24 of 26  ·  503 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Communication Services 13.3%
Financial Services 12.3%
Consumer Cyclical 10.9%
Healthcare 7.6%
Industrials 6.8%
Consumer Defensive 3.5%
Energy 3.3%
Utilities 2.4%
Basic Materials 1.4%