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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 30 of 62  ·  1,235 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 IT Gartner Inc Technology 13,516.0 $2.1M 0.01% -1K -9.6% $158.34 +1.0%
582 SN Sharkninja Inc Consumer Cyclical 19,749.0 $2.1M 0.01% NEW $105.90 +10.4%
583 ZBRA Zebra Technologies Corp Technology 9,762.0 $2.0M 0.01% +1K +15.0% $209.08 +20.8%
584 ROIV Roivant Sciences Ltd Healthcare 73,020.0 $2.0M 0.01% +12K +18.9% $27.70 +6.8%
585 CRS Carpenter Technology Corp Industrials 5,001.0 $2.0M 0.01% +2K +62.1% $394.15 +16.9%
586 EQH Equitable Holdings Inc Financial Services 52,996.0 $2.0M 0.01% -391K -88.1% $37.11 +11.5%
587 PINS Pinterest Inc Communication Services 104,959.0 $1.9M 0.01% -9K -8.0% $18.34 +9.3%
588 OSS One Stop Systems Inc Technology 252,733.0 $1.9M 0.01% +100K +65.3% $7.57 +132.0%
589 DKNG DraftKings Inc Consumer Cyclical 87,438.0 $1.9M 0.01% +7K +8.8% $21.62 +16.0%
590 SOLV Solventum Corp Healthcare 28,302.0 $1.8M 0.01% $65.30 +16.2%
591 NWSA News Corp Communication Services 73,631.0 $1.8M 0.01% $24.93 +6.7%
592 UDR UDR Inc Real Estate 54,229.0 $1.8M 0.01% $33.78 +12.6%
593 CDLR Cadeler A/S Industrials 77,257.0 $1.8M 0.01% -2K -2.2% $23.53 +11.6%
594 VSNT Versant Media Group Inc Industrials 48,976.0 $1.8M 0.01% NEW $37.02 +17.2%
595 FOX Fox Corp Communication Services 33,754.0 $1.8M 0.01% -347.0 -1.0% $53.10 +10.4%
596 HASI HA Sustainable Infrastructure Capital Inc Financial Services 48,551.0 $1.8M 0.01% -70K -59.0% $36.75 +13.5%
597 TTD Trade Desk Inc Technology 78,217.0 $1.8M 0.01% -174K -69.0% $22.69 -1.8%
598 WMS Advanced Drainage Systems Inc Industrials 12,698.0 $1.7M 0.01% +3K +29.6% $137.13 +2.3%
599 UHS Universal Health Services Inc Healthcare 9,640.0 $1.7M 0.01% -851.0 -8.1% $178.97 -13.8%
600 MidCap Financial Investment Corp 153,358.0 $1.7M 0.01% $11.24
Page 30 of 62  ·  1,235 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%