Storebrand Asset Management AS 13F 持仓 · 2026年Q2
Storebrand Asset Management AS 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 762 只证券，申报市值合计 406.11 亿美元。前几大持仓：NVDA（6.78%）、AAPL（5.93%）、MSFT（3.73%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $2.75B | 6.78% | 13.8M | 减持 |
| 2 | AAPL | APPLE INC | $2.41B | 5.93% | 8.3M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $1.52B | 3.73% | 4.1M | 减持 |
| 4 | AMZN | AMAZON COM INC | $1.40B | 3.45% | 5.9M | 增持 |
| 5 | GOOGL | ALPHABET INC | $1.22B | 3.01% | 3.4M | 减持 |
| 6 | GOOG | ALPHABET INC | $1.05B | 2.59% | 3.0M | 减持 |
| 7 | AVGO | BROADCOM INC | $929.7M | 2.29% | 2.5M | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $690.8M | 1.70% | 598,496 | 增持 |
| 9 | META | META PLATFORMS INC | $668.5M | 1.65% | 1.2M | 增持 |
| 10 | TSLA | TESLA INC | $657.0M | 1.62% | 1.6M | 增持 |
| 11 | V | VISA INC | $615.1M | 1.51% | 1.8M | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $562.5M | 1.39% | 1.7M | 增持 |
| 13 | LLY | ELI LILLY & CO | $565.8M | 1.39% | 471,742 | 增持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $500.3M | 1.23% | 861,218 | 增持 |
| 15 | MA | MASTERCARD INCORPORATED | $389.3M | 0.96% | 757,909 | 增持 |
| 16 | AMAT | APPLIED MATLS INC | $368.2M | 0.91% | 509,329 | 减持 |
| 17 | LRCX | LAM RESEARCH CORP | $366.1M | 0.90% | 844,760 | 减持 |
| 18 | CSCO | CISCO SYS INC | $345.5M | 0.85% | 2.9M | 减持 |
| 19 | INTC | INTEL CORP | $318.4M | 0.78% | 2.3M | 增持 |
| 20 | WM | WASTE MGMT INC DEL | $309.3M | 0.76% | 1.4M | 增持 |
| 21 | PANW | PALO ALTO NETWORKS INC | $295.3M | 0.73% | 865,983 | 减持 |
| 22 | PWR | QUANTA SVCS INC | $284.9M | 0.70% | 395,652 | 减持 |
| 23 | KLAC | KLA CORP | $280.5M | 0.69% | 929,769 | 增持 |
| 24 | ABBV | ABBVIE INC | $271.4M | 0.67% | 1.1M | 增持 |
| 25 | BAC | BANK OF AMER CORP | $266.1M | 0.66% | 4.7M | 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