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Portfolio (Quarterly) Guide ↗

DNB Asset Management AS

· CIK 0001456670
13F Portfolio $28.7B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 731 New
Page 37 of 37  ·  731 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HST Host Hotels & Resorts Inc Real Estate 10,244.0 $182K 0.00% NEW $17.73 +26.2%
722 Vizsla Silver Corp 30,000.0 $164K 0.00% NEW $5.47
723 VTRS Viatris Inc Healthcare 13,154.0 $164K 0.00% NEW $12.45 +33.7%
724 RITM Rithm Capital Corp Real Estate 11,861.0 $129K NEW $10.90 -15.0%
725 FDMT 4D Molecular Therapeutics Inc Healthcare 16,123.0 $121K NEW $7.50 +14.7%
726 AVTR Avantor Inc Healthcare 10,405.0 $119K NEW $11.46 -29.1%
727 LUMN Lumen Technologies Inc Communication Services 12,251.0 $95K NEW $7.77 +21.1%
728 SRFM Surf Air Mobility Inc Industrials 44,251.0 $86K NEW $1.94 -36.1%
729 RIG Transocean Ltd Energy 17,653.0 $73K NEW $4.13 +64.9%
730 MVIS MicroVision Inc Technology 24,350.0 $20K NEW $0.83 -24.8%
731 Atossa Therapeutics Inc 15,600.0 $9K NEW $0.59
Page 37 of 37  ·  731 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 39.6%
Communication Services 14.4%
Financial Services 13.7%
Consumer Cyclical 10.7%
Healthcare 7.7%
Industrials 5.3%
Consumer Defensive 3.1%
Utilities 1.9%
Energy 1.8%
Real Estate 1.0%