13F value (AUM)
$40.6B
ST
Storebrand Asset Management As
STOREBRAND ASSET MANAGEMENT AS
$40.6B
13F long value · 2026-Q2Positions762
CategoryAsset Manager
Quarters tracked8
▲ #208 of 581 by 13F value
Size rank 7/10
10 NEW42 ADD17 2×+44 TRIM8 NEAR EXIT5 EXIT
Snapshot
Storebrand Asset Management As's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
762 (67 unmapped)
Top 100 weight
72.0%
Quarters tracked
8
Latest 13F filed
Aug 12, 2026
New positions
10
Exits / near-exits
13
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 72.0% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.8% | $2.8B | 13.8M | +17.2% |
| AAPL | APPLE INC | 5.9% | $2.4B | 8.3M | +15.2% |
| MSFT | MICROSOFT CORP | 3.7% | $1.5B | 4.1M | +38.0% |
| AMZN | AMAZON COM INC | 3.4% | $1.4B | 5.9M | +5.3% |
| GOOGL | ALPHABET INC | 3.0% | $1.2B | 3.4M | -3.8% |
| GOOG | ALPHABET INC | 2.6% | $1.1B | 3.0M | -1.4% |
| AVGO | BROADCOM INC | 2.3% | $929.7M | 2.5M | -6.7% |
| MU | MICRON TECHNOLOGY INC | 1.7% | $690.8M | 598.5K | -54.6% |
| META | META PLATFORMS INC | 1.6% | $668.5M | 1.2M | +29.4% |
| TSLA | TESLA INC | 1.6% | $657.0M | 1.6M | -11.3% |
| V | VISA INC | 1.5% | $615.1M | 1.8M | +5.2% |
| LLY | ELI LILLY & CO | 1.4% | $565.8M | 471.7K | -27.6% |
| JPM | JPMORGAN CHASE & CO | 1.4% | $562.5M | 1.7M | +1.2% |
| AMD | ADVANCED MICRO DEVICES INC | 1.2% | $500.3M | 861.2K | +8.5% |
| MA | MASTERCARD INCORPORATED | 1.0% | $389.3M | 757.9K | +7.8% |
Quarterly changes — 2026-Q2
What Storebrand Asset Management As opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| ADD | MRVL | MARVELL TECHNOLOGY INC | 309.7K | 399.2K | +28.9% | +$88.2M |
| NEW | JNJ | JOHNSON & JOHNSON | — | 342.3K | — | +$86.9M |
| EXIT | TOCB | THOMSON REUTERS CORP | 942.0K | 0 | -100.0% | -$84.8M |
| NEW | TRI | THOMSON REUTERS CORP | — | 942.7K | — | +$77.0M |
| EXIT | HOLX | HOLOGIC INC | 587.2K | 0 | -100.0% | -$44.4M |
| 2×+ | TME | TENCENT MUSIC ENTMT GROUP | 548.2K | 4.2M | +665.3% | +$29.9M |
| EXIT | CCL | CARNIVAL CORP | 992.8K | 0 | -100.0% | -$25.7M |
| TRIM | LNG | CHENIERE ENERGY INC | 137.5K | 73.7K | -46.4% | -$21.4M |
| NEW | — | CARNIVAL CORP LTD | — | 735.3K | — | +$21.0M |
| TRIM | DAR | DARLING INGREDIENTS INC | 855.4K | 602.8K | -29.5% | -$20.0M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.