Oslo Pensjonsforsikring AS 13F 持仓 · 2026年Q2
Oslo Pensjonsforsikring AS 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 457 只证券，申报市值合计 8.69 亿美元。前几大持仓：GOOGL（8.19%）、CVS（5.31%）、V（5.05%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | $71.2M | 8.19% | 199,267 | 增持 |
| 2 | CVS | CVS Health Corporation | $46.2M | 5.31% | 446,587 | 减持 |
| 3 | V | VISA Inc. | $43.9M | 5.05% | 127,964 | 增持 |
| 4 | AZN | AstraZeneca Plc | $42.7M | 4.91% | 226,997 | 新建仓 |
| 5 | BRK/A | Berkshire Hathaway Inc | $40.4M | 4.65% | 54 | 增持 |
| 6 | MSFT | Microsoft Corporation | $39.6M | 4.55% | 106,042 | 增持 |
| 7 | MKL | Markel Group Inc | $38.9M | 4.47% | 19,910 | 增持 |
| 8 | DHR | Danaher Corp | $38.7M | 4.46% | 203,433 | 增持 |
| 9 | SW | Smurfit Westrock Plc | $38.8M | 4.46% | 839,077 | 增持 |
| 10 | ALL | Allstate Corp | $37.3M | 4.29% | 156,841 | 持平 |
| 11 | IBM | International Business Machines Corp | $35.2M | 4.04% | 125,014 | 减持 |
| 12 | LOGI | Logitech International SA | $33.9M | 3.90% | 360,437 | 新建仓 |
| 13 | ZBRA | Zebra Technologies Corp | $33.8M | 3.89% | 128,332 | 减持 |
| 14 | HPQ | HP Inc. | $31.5M | 3.62% | 1.4M | 减持 |
| 15 | CBRE | CBRE Group Inc | $30.0M | 3.45% | 222,730 | 持平 |
| 16 | ATKR | Atkore Inc | $28.7M | 3.30% | 377,000 | 持平 |
| 17 | NVDA | Nvidia Corp | $15.8M | 1.82% | 79,008 | 增持 |
| 18 | AAPL | Apple Inc. | $14.4M | 1.66% | 49,761 | 增持 |
| 19 | AMZN | Amazon.com, Inc. | $7.5M | 0.86% | 31,272 | 增持 |
| 20 | GOOG | Alphabet Inc. | $5.4M | 0.62% | 15,282 | 持平 |
| 21 | AVGO | Broadcom Inc | $5.2M | 0.60% | 13,746 | 增持 |
| 22 | MU | Micron Technology Inc | $4.1M | 0.48% | 3,592 | 减持 |
| 23 | AMD | Advanced Micro Devices inc | $3.9M | 0.45% | 6,726 | 持平 |
| 24 | LLY | Eli Lilly and Company | $3.6M | 0.42% | 3,025 | 增持 |
| 25 | META | Meta Platforms Inc. | $3.7M | 0.42% | 6,500 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR