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DnB Asset Management AS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DnB Asset Management AS
报告期 2026-03-31 · CIK 0001456670
持仓数
1,235
前50大市值合计
$18.67B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 30
减持 96
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
WDC
Western Digital Corp
+$229.5M
7,650,830
+37%
减持
AAPL
Apple Inc
-$205.3M
3,638,780
-16%
增持
GOOGL
Alphabet Inc - A
+$183.9M
7,448,443
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
NVDA
Nvidia Corp
+$173.1M
1,017,945
-32%
减持
META
Meta Platforms Inc
+$155.3M
2,511,874
-16%
增持
HPQ
HP Inc
+$129.6M
4,522,247
+1833%
减持
MSFT
Microsoft Corp
-$124.8M
3,520,072
-18%
增持
TSM
Taiwan Semiconductor-Sp Adr
+$105.6M
1,610,412
+48%
增持
MU
Micron Technology Inc
+$105.0M
1,118,598
+255%
减持
EA
Electronic Arts Inc
-$100.7M
1,671,938
-29%
增持
ORCL
Oracle Corp
+$83.1M
2,144,659
+21%
减持
AMZN
Amazon.Com Inc
+$77.1M
2,957,089
-2%
减持
TSLA
Tesla Inc
-$69.2M
599,614
-15%
减持
PFE
Pfizer Inc
-$55.1M
1,361,372
-58%
减持
—
Accenture Plc
-$47.7M
98,410
-58%
减持
UNH
Unitedhealth Group Inc
-$44.8M
210,939
-26%
增持
ZS
Zscaler Inc
+$43.9M
252,480
+1092%
增持
—
Confluent CL A ORD
+$43.2M
1,478,430
+1700%
减持
LLY
Eli Lilly & Co
+$39.9M
342,133
-12%
清仓
CAT
Caterpillar Inc
-$36.0M
0
-100%
减持
ADBE
Adobe Inc
-$34.9M
137,602
-21%
减持
RUN
Sunrun Inc
-$32.9M
3,389,996
-14%
减持
ZTS
Zoetis Inc
-$32.5M
100,745
-60%
清仓
—
Livent Corp
-$32.3M
0
-100%
减持
SPGI
S&P Global Inc
-$31.9M
273,598
-19%
建仓
BKNG
Booking Holdings Inc
+$31.6M
8,719
减持
TMO
Thermo Fisher Scientific Inc
-$31.6M
175,676
-30%
减持
QCOM
Qualcomm Inc
+$30.0M
1,498,862
-3%
减持
SWKS
Skyworks Solutions Inc
-$29.8M
1,204,255
-16%
减持
ROK
Rockwell Automation Inc
-$29.3M
31,382
-75%
减持
HPE
Hewlett Packard Enterprise Co
-$29.2M
284,563
-86%
减持
IQV
IQVIA Holdings Inc
-$29.1M
29,795
-81%
减持
AMD
Advanced Micro Devices inc
-$28.5M
373,589
-43%
减持
MA
Mastercard Inc
+$28.2M
839,851
-5%
减持
MCD
Mcdonald's Corp
-$27.5M
117,983
-42%
建仓
—
Arcadium Lithium PLC
+$27.0M
6,263,252
减持
PDD
PDD Holdings Inc
-$26.1M
95,335
-62%
减持
DHR
Danaher Corp
-$25.8M
175,700
-42%
增持
—
Check Point Software Technologies Ltd
+$25.1M
2,121,489
+0%
减持
JPM
JPMorgan Chase & Co
+$24.3M
1,149,265
-5%
建仓
EMBJ
Embraer SA ADR
+$24.1M
905,200
增持
—
Exxon Mobil Corp
+$24.0M
852,231
+13%
减持
KO
Coca-Cola Co/The
-$21.6M
736,125
-35%
减持
JNJ
Johnson & Johnson
-$20.2M
1,213,982
-10%
清仓
HDB
Hdfc Bank Ltd-Adr
-$20.0M
0
-100%
减持
DAR
Darling Ingredients Inc
-$19.9M
1,170,069
-22%
减持
GOOG
Alphabet Inc - C
-$19.4M
1,157,457
-17%
增持
GE
General Electric Co
+$19.1M
330,236
+9%
减持
PLD
Prologis Inc
-$19.0M
148,671
-48%
清仓
WTS
Watts Water Technologies Inc
-$18.3M
0
-100%
减持
DE
Deere & Co
-$18.0M
98,867
-33%
减持
PEP
PepsiCo Inc
-$17.1M
518,487
-18%
减持
TTWO
Take-Two Interactive Software Inc
-$17.1M
1,317,933
-0%
减持
ENPH
Enphase Energy Inc
-$16.9M
546,516
-13%
增持
TDG
TransDigm Group Inc
+$16.6M
22,818
+100%
增持
COIN
Coinbase Global Inc
+$16.5M
77,485
+236%
减持
ANSS
ANSYS Inc
-$15.9M
47,274
-47%
增持
PH
Parker-Hannifin Corp
+$15.9M
58,819
+62%
建仓
—
Transocean Ltd
+$15.7M
2,496,112
减持
PG
Procter & Gamble Co/The
-$15.7M
380,464
-28%
减持
PTC
PTC Inc
-$15.5M
569,336
-19%
清仓
—
Scorpio Tankers Inc
-$15.5M
0
-100%
减持
CMCSA
Comcast Corp
-$15.1M
625,202
-35%
减持
A
Agilent Technologies Inc
-$14.8M
45,441
-70%
建仓
—
Golar LNG LTD
+$14.6M
606,184
增持
PTON
Peloton Interactive Inc
-$14.6M
8,519,484
+2%
减持
COST
Costco Wholesale Corp
-$14.5M
71,336
-29%
增持
—
Super Micro Computer Inc
+$14.4M
17,995
+36%
增持
GS
Goldman Sachs Group Inc/The
+$14.3M
146,541
+20%
清仓
MSI
Motorola Solutions Inc
-$14.2M
0
-100%
减持
ALB
Albemarle Corp
-$14.1M
19,005
-84%
减持
AMGN
Amgen Inc
-$14.1M
110,315
-30%
清仓
—
TopBuild Corp
-$14.0M
0
-100%
减持
BAH
Booz Allen Hamilton Holding Corp
-$14.0M
41,715
-74%
减持
APH
Amphenol Corp
-$13.9M
428,008
-33%
增持
HUM
Humana Inc
-$13.9M
201,937
+10%
减持
BSX
Boston Scientific Corp
-$13.4M
233,846
-54%
增持
VRT
Vertiv Holdings Co
+$13.0M
199,112
+191%
减持
ICE
Intercontinental Exchange Inc
-$13.0M
276,907
-30%
减持
MELI
Mercadolibre Inc
-$12.9M
17,025
-31%
减持
—
Aon PLC
-$12.7M
31,388
-61%
增持
ABBV
AbbVie Inc
+$12.5M
435,124
+1%
减持
ADSK
Autodesk Inc
-$12.4M
33,374
-62%
减持
IBM
International Business Machines Corp
-$12.1M
164,844
-38%
建仓
CMG
Chipotle Mexican Grill Inc
+$11.8M
4,065
减持
INTU
Intuit Inc
-$11.8M
70,599
-23%
增持
PLTR
Palantir Technologies Inc
+$11.8M
753,566
+132%
减持
WM
Waste Management Inc
-$11.7M
71,624
-52%
减持
—
Nxp Semiconductors Nv
-$11.6M
38,087
-58%
减持
—
Laboratory Corp Of America Holdings
-$11.6M
50,364
-49%
减持
—
Coca-Cola Europacific Partners Plc
-$11.4M
40,235
-81%
减持
KVUE
Kenvue Inc
-$11.4M
1,485,950
-26%
建仓
AZO
Autozone Inc
+$11.3M
3,587
减持
HD
Home Depot Inc/The
-$11.1M
200,207
-21%
减持
—
Trane Technologies Plc
-$10.9M
53,065
-52%
减持
CSCO
Cisco Systems Inc
-$10.8M
2,389,501
-7%
增持
ARW
Arrow Electronics Inc
+$10.7M
520,592
+12%
减持
V
Visa Inc
-$10.5M
1,808,314
-9%
增持
EMR
Emerson Electric Co
+$10.4M
605,999
+1%
减持
ELV
Elevance Health Inc
-$9.9M
57,006
-32%
清仓
MSA
MSA Safety Inc
-$9.8M
0
-100%
减持
CVS
Cvs Health Corp
-$9.5M
189,724
-39%
增持
MS
Morgan Stanley
+$9.4M
809,645
+13%
减持
FTNT
Fortinet Inc
-$9.3M
118,162
-60%
增持
—
Eaton Corp PLC
+$9.2M
96,713
+11%
减持
CL
Colgate-Palmolive Co
-$9.1M
622,929
-24%
增持
CRWD
Crowdstrike Holdings Inc
+$9.1M
73,468
+30%
减持
PAYX
Paychex Inc
-$9.0M
60,579
-56%
减持
AMT
American Tower Corp
-$8.9M
129,592
-19%
减持
BMY
Bristol-Myers Squibb Co
-$8.9M
335,550
-36%
减持
LVS
Las Vegas Sands Corp
-$8.8M
470,767
-30%
减持
DECK
Deckers Outdoor
+$8.7M
57,048
-15%
减持
—
Chubb Ltd
+$8.7M
536,404
-7%
增持
PNC
Pnc Financial Services Group Inc/The
+$8.6M
128,542
+64%
减持
NKE
Nike Inc
-$8.5M
300,399
-11%
减持
CME
Cme Group Inc
-$8.5M
56,788
-42%
减持
CCK
Crown Holdings Inc
-$8.4M
478,846
-5%
建仓
ERIE
Erie Indemnity Co
+$8.4M
20,858
减持
SYY
Sysco Corp
-$8.2M
75,934
-61%
增持
TCOM
Trip.com Group Ltd
+$8.2M
662,550
+14%
减持
AVY
Avery Dennison Corp
-$8.2M
13,995
-75%
减持
ROP
Roper Technologies Inc
-$8.1M
17,611
-47%
增持
SLB
Schlumberger Nv
+$7.8M
802,569
+15%
减持
CDNS
Cadence Design Systems Inc
-$7.7M
63,104
-37%
减持
SCHW
Charles Schwab Corp/The
-$7.4M
447,273
-23%
清仓
—
Splunk Inc
-$7.3M
0
-100%
减持
APD
Air Products And Chemicals Inc
-$7.3M
53,555
-28%
建仓
TPL
Texas Pacific Land Corp
+$7.2M
12,393
建仓
FICO
Fair Isaac Corp
+$7.1M
5,687
建仓
HUBS
HubSpot Inc
+$7.0M
11,148
减持
ECL
Ecolab Inc
-$6.9M
43,614
-49%
减持
CBRE
CBRE Group Inc
-$6.7M
53,964
-58%
减持
FANG
Diamondback Energy Inc
+$6.7M
282,749
-11%
建仓
MLM
Martin Marietta Materials Inc
+$6.5M
10,643
建仓
AMRC
Ameresco Inc
+$6.4M
264,116
减持
PANW
Palo Alto Networks Inc
-$6.4M
82,245
-18%
减持
EQIX
Equinix Inc
-$6.3M
16,293
-33%
减持
CCI
Crown Castle International Corp
-$6.1M
66,457
-42%
增持
COP
ConocoPhillips
+$6.0M
308,694
+8%
减持
SO
Southern Co/The
-$6.0M
231,570
-28%
减持
—
Linde PLC
-$5.9M
82,955
-23%
减持
GILD
Gilead Sciences Inc
-$5.9M
197,638
-21%
清仓
—
Fleetcor Technologies Inc
-$5.9M
0
-100%
减持
MRK
Merck & Co Inc
+$5.7M
646,425
-11%
减持
CSIQ
Canadian Solar Inc
-$5.7M
675,143
-7%
减持
BABA
Alibaba Group Holding-Sp Adr
-$5.7M
374,664
-11%
清仓
FTRE
Fortrea Holdings Inc W/I
-$5.6M
0
-100%
减持
MTZ
MasTec Inc
+$5.6M
465,734
-7%
减持
PSA
Public Storage
-$5.5M
25,383
-40%
减持
LULU
Lululemon Athletica Inc
-$5.5M
38,714
-4%
