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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 4
增持 91
减持 51
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
META
Meta Platforms Inc
+$372.6M
1,893,140
+59%
增持
V
Visa Inc
+$277.3M
1,910,461
+66%
增持
MA
Mastercard Inc
+$212.6M
1,261,054
+41%
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。
增持
TEAM
Atlassian Corp
+$198.7M
3,990,216
+42%
增持
AMZN
Amazon.com Inc
+$196.3M
6,600,867
+9%
减持
LRCX
Lam Research Corp
-$171.2M
1,033,784
-60%
增持
CRM
Salesforce Inc
+$156.9M
2,075,596
+25%
增持
—
Check Point Software Tech LT
+$154.1M
1,820,339
+105%
增持
HPQ
HP Inc
+$151.7M
10,594,630
+242%
减持
TSM
Taiwan Semiconductor-Sp Adr
-$135.0M
691,064
-44%
增持
AVGO
Broadcom Inc
+$118.7M
1,658,559
+20%
增持
GS
Goldman Sachs Group Inc
+$115.0M
253,467
+87%
减持
DDOG
Datadog Inc
-$100.9M
312,891
-69%
减持
WDC
Western Digital Corp
-$98.8M
66,485
-93%
减持
MRVL
Marvell Technology Inc
-$96.9M
993,351
-54%
增持
NVDA
Nvidia Corp
+$92.4M
10,116,692
+5%
减持
LLY
Eli Lilly & Co
+$90.7M
321,484
-4%
减持
SNDK
Sandisk Corp/DE
-$89.9M
19,736
-98%
增持
WM
Waste Management Inc
+$82.3M
528,562
+245%
增持
ORCL
Oracle Corp
-$82.0M
1,329,788
+10%
减持
JNJ
Johnson & Johnson
-$80.0M
653,850
-44%
减持
MS
Morgan Stanley
-$74.2M
289,358
-63%
增持
GOOG
Alphabet Inc
+$74.0M
988,337
+2%
增持
QCOM
Qualcomm Inc
+$67.4M
1,014,250
+59%
减持
—
Flutter Entmt PLC
-$64.4M
62,300
-80%
清仓
MTZ
MasTec Inc
-$59.7M
0
-100%
增持
BIDU
Baidu Inc - Spon Adr
+$58.3M
452,579
+6833%
减持
AMD
Advanced Micro Devices Inc
-$50.5M
866,532
-41%
增持
TMUS
T-Mobile US Inc
+$45.1M
1,065,238
+49%
减持
GOOGL
Alphabet Inc
+$42.1M
4,941,049
-20%
增持
SPGI
S&P Global Inc
+$41.8M
313,444
+25%
增持
MRK
Merck & Co Inc
+$37.2M
950,334
+27%
增持
C
Citigroup Inc
+$35.2M
1,793,006
+5%
清仓
BBWI
Bath & Body Works Inc
-$34.4M
0
-100%
增持
AMAT
Applied Materials Inc
+$34.1M
280,792
+51%
减持
SNPS
Synopsys Inc
-$30.2M
71,167
-45%
减持
ISRG
Intuitive Surgical Inc
+$26.9M
244,742
-2%
增持
BAC
Bank of America Corp
+$26.4M
4,832,975
+4%
增持
PTON
Peloton Interactive Inc
+$26.4M
10,776,627
+142%
减持
MU
Micron Technology Inc
+$26.4M
276,765
-12%
增持
—
Borr Drilling Ltd
+$24.9M
8,771,876
+126%
减持
APP
AppLovin Corp
-$24.1M
50,480
-38%
减持
SLB
SLB Ltd
-$23.4M
313,472
-70%
减持
FISV
Fiserv Inc
-$22.9M
144,825
-43%
建仓
PBR
Petroleo Brasileiro SA ADR
+$21.8M
1,837,813
减持
ICE
Intercontinental Exchange Inc
-$21.6M
134,591
-48%
减持
HOOD
Robinhood Markets Inc
-$21.0M
144,143
-45%
增持
ARW
Arrow Electronics Inc
+$20.8M
706,687
+50%
减持
RBLX
Roblox Corp
-$19.7M
112,750
-46%
增持
MTCH
Match Group Inc
+$19.6M
3,431,061
+33%
减持
AAPL
Apple Inc
-$19.4M
5,137,260
-8%
增持
CSCO
Cisco Systems Inc
+$17.3M
1,534,364
+4%
增持
ABBV
AbbVie Inc
+$17.1M
575,107
+16%
增持
VRTX
Vertex Pharmaceuticals Inc
+$16.9M
119,685
+25%
减持
—
Chubb Ltd
-$16.7M
519,712
-18%
减持
MELI
MercadoLibre Inc
-$16.6M
41,161
-3%
增持
MSTR
Strategy Inc
-$15.7M
92,133
+0%
减持
INTC
Intel Corp
-$15.7M
1,909,463
-26%
减持
—
Hologic Inc
-$14.6M
43,154
-84%
增持
—
Exxon Mobil Corp
+$14.4M
1,075,263
+5%
增持
OMC
Omnicom Group Inc
+$14.3M
213,772
+480%
减持
COIN
Coinbase Global Inc
-$14.1M
49,787
-34%
增持
JPM
JPMorgan Chase & Co
+$14.1M
737,362
+4%
减持
MTB
M&T Bank Corp
-$13.4M
32,009
-68%
增持
TSLA
Tesla Inc
+$13.3M
828,629
+3%
减持
EXAS
Exact Sciences Corp
-$13.3M
2,054
-99%
增持
PG
Procter & Gamble Co
+$12.9M
588,052
+27%
增持
COF
Capital One Financial Corp
+$12.8M
193,237
+21%
减持
WCN
Waste Connections Inc
-$12.7M
61,644
-54%
增持
ELV
Elevance Health Inc
+$12.4M
74,306
+76%
增持
CL
Colgate-Palmolive Co
+$12.2M
918,682
+22%
建仓
ITRI
Itron Inc
+$12.2M
131,281
减持
—
Klarna Group PLC
-$12.0M
223,572
-56%
增持
BDX
Becton Dickinson & Co
+$11.9M
114,809
+107%
增持
BMRN
BioMarin Pharmaceutical Inc
+$11.8M
1,359,549
+7%
减持
AMRC
Ameresco Inc
-$11.7M
785,043
-24%
增持
GEV
GE Vernova Inc
+$11.7M
103,956
+14%
减持
WBD
Warner Bros Discovery Inc
-$11.6M
463,717
-64%
增持
PFE
Pfizer Inc
+$11.4M
1,753,086
+38%
增持
AIG
American International Group Inc
+$10.9M
227,725
+109%
增持
HD
Home Depot Inc
-$10.8M
205,394
+2%
增持
DXCM
Dexcom Inc
+$10.3M
1,269,391
+16%
增持
UNH
UnitedHealth Group Inc
+$10.2M
437,929
+13%
增持
NEE
NextEra Energy Inc
+$10.1M
1,438,894
+3%
增持
NFLX
Netflix Inc
+$10.0M
1,346,425
+1288%
增持
BRK/B
Berkshire Hathaway Inc
+$9.9M
305,778
+7%
增持
CFG
Citizens Financial Group Inc
+$9.7M
241,372
+192%
减持
CMCSA
Comcast Corp
-$9.6M
779,795
-26%
建仓
VIST
Vista Energy SAB de CV
+$9.6M
197,374
增持
CI
Cigna Group
+$9.6M
87,515
+74%
增持
CME
CME Group Inc
+$9.6M
110,256
+45%
增持
DE
Deere & Co
+$9.5M
119,298
+19%
减持
ANET
Arista Networks Inc
-$9.5M
552,579
-2%
增持
UBER
Uber Technologies Inc
-$9.4M
643,558
+2%
增持
DAR
Darling Ingredients Inc
+$9.1M
1,245,217
+7%
减持
REGN
Regeneron Pharmaceuticals Inc
+$9.0M
46,157
-2%
增持
MSFT
Microsoft Corp
-$9.0M
5,096,428
+7%
增持
GM
General Motors Co
+$9.0M
244,602
+37%
增持
PCAR
Paccar Inc
+$9.0M
268,069
+29%
增持
TGT
Target Corp
+$8.9M
168,423
+99%
增持
ON
ON Semiconductor Corp
+$8.9M
822,902
+14%
增持
UPS
United Parcel Service Inc
+$8.8M
332,622
+15%
增持
FAST
Fastenal Co
+$8.8M
636,802
+86%
减持
WMT
Walmart Inc
+$8.4M
1,684,275
-3%
减持
EQH
Equitable Holdings Inc
-$8.3M
443,926
-23%
增持
MDLZ
Mondelez International Inc
+$8.1M
599,162
+55%
增持
O
Realty Income Corp
+$8.0M
323,450
+92%
增持
BMY
Bristol-Myers Squibb Co
+$7.8M
733,347
+4%
减持
SOFI
SoFi Technologies Inc
-$7.5M
448,185
-39%
增持
ED
Consolidated Edison Inc
+$7.5M
222,920
+53%
减持
BAX
Baxter International Inc
-$7.4M
87,918
-78%
减持
—
CNH INDL N V
-$7.3M
220,108
-74%
增持
IBM
International Business Machines Corp
+$7.3M
290,284
+4%
增持
PATH
UiPath Inc
+$7.2M
565,799
+266%
增持
PRU
Prudential Financial Inc
+$7.2M
127,984
+83%
减持
CRWD
Crowdstrike Holdings Inc
-$7.1M
51,810
-19%
增持
AMGN
Amgen Inc
+$7.1M
142,001
+2%
增持
FIX
Comfort Systems USA Inc
+$7.0M
10,096
+242%
减持
MCD
McDonald's Corp
-$7.0M
146,795
-14%
增持
CNM
Core & Main Inc
+$6.9M
160,478
+516%
增持
CTSH
Cognizant Technology Solutions Corp
+$6.9M
164,004
+63%
增持
PEP
PepsiCo Inc
+$6.8M
786,442
+4%
增持
CVS
CVS Health Corp
+$6.8M
446,843
+18%
增持
KDP
Keurig Dr Pepper Inc
+$6.8M
635,246
+47%
增持
WFC
Wells Fargo & Co
+$6.8M
635,524
+2%
减持
CMI
Cummins Inc
-$6.7M
40,086
-38%
增持
KEY
KeyCorp
+$6.7M
476,833
+182%
增持
INSM
Insmed Inc
+$6.6M
40,918
+1105%
增持
DECK
Deckers Outdoor Corp
+$6.6M
544,695
+11%
减持
—
Eaton Corp PLC
-$6.5M
112,681
-1%
增持
EIX
Edison International
+$6.5M
411,816
+25%
减持
MMM
3M Co
-$6.4M
188,440
-20%
减持
AXON
Axon Enterprise Inc
-$6.4M
23,119
-15%
增持
SUI
Sun Communities Inc
+$6.4M
77,034
+218%
增持
PH
Parker-Hannifin Corp
+$6.4M
48,866
+1%
增持
IRON
Disc Medicine Inc
+$6.3M
84,255
+1426%
清仓
—
Kellanova
-$6.3M
0
-100%
增持
AFL
Aflac Inc
+$6.1M
168,003
+51%
增持
CIEN
Ciena Corp
+$6.1M
27,527
+1096%
减持
AXSM
Axsome Therapeutics Inc
+$6.1M
101,102
-1%
建仓
—
Amrize Ltd
+$6.0M
111,060
增持
IRM
Iron Mountain Inc
+$5.9M
141,339
+148%
增持
CW
Curtiss-Wright Corp
+$5.8M
22,135
+87%
增持
CARR
Carrier Global Corp
+$5.8M
430,575
+51%
清仓
OC
Owens Corning
-$5.7M
0
-100%
增持
CRTO
Criteo Sa-Spon Adr
-$5.7M
4,258,161
+3%
减持
KMI
Kinder Morgan Inc
-$5.7M
412,005
-32%
减持
EOSE
Eos Energy Enterprises Inc
-$5.7M
530,534
-49%
增持
GLW
Corning Inc
+$5.7M
223,672
+32%
减持
PLD
Prologis Inc
-$5.6M
190,928
-27%
