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Holders — by stockHoldings — by fund

DNB Asset Management AS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1456670

$35.72B

disclosed book value

1,276

positions

7%

largest position share

Positions, as of 2026-06-30

top 100 of 1,276 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1MSFTMicrosoft Corp6.7M$2.49B7%
2NVDANvidia Corp11.4M$2.29B6.4%
3GOOGLAlphabet Inc5.8M$2.09B5.8%
4AMZNAmazon.com Inc7.8M$1.86B5.2%
5AVGOBroadcom Inc4.1M$1.56B4.4%
6AAPLApple Inc4.8M$1.39B3.9%
7VVisa Inc3.6M$1.24B3.5%
8METAMeta Platforms Inc2.1M$1.18B3.3%
9MAMastercard Inc1.9M$987.9M2.8%
10TEAMAtlassian Corp9.8M$764.7M2.1%
11TMUST-Mobile US Inc2.6M$431.6M1.2%
12GOOGAlphabet Inc C shares1.2M$421.7M1.2%
13HPQHP Inc18.8M$413.4M1.2%
14LLYEli Lilly & Co322,831$387.2M1.1%
15TSLATesla Inc885,706$372.5M1%
16MUMicron Technology Inc304,537$351.5M1%
17TSMTaiwan Semiconductor-Sp Adr683,962$326.4M0.9%
18BKNGBooking Holdings Inc1.6M$293.7M0.8%
19BACBank of America Corp4.8M$275.1M0.8%
20Check Point Software Tech LT2.0M$263.8M0.7%
21JPMJPMorgan Chase & Co770,267$252.1M0.7%
22INTUIntuit Inc958,207$250.1M0.7%
23AMDAdvanced Micro Devices Inc425,397$247.1M0.7%
24CCitigroup Inc1.7M$236.8M0.7%
25GSGoldman Sachs Group Inc228,929$231.5M0.6%
26PTONPeloton Interactive Inc38.1M$225.3M0.6%
27SWKSSkyworks Solutions Inc3.2M$216.2M0.6%
28ORCLOracle Corp1.4M$206.7M0.6%
29INTCIntel Corp1.4M$200.0M0.6%
30GEGE Aerospace527,658$197.2M0.6%
31JNJJohnson & Johnson761,144$193.3M0.5%
32Chubb Ltd557,002$189.8M0.5%
33UNHUnitedHealth Group Inc453,105$188.3M0.5%
34NOWServiceNow Inc1.9M$186.3M0.5%
35BRK/BBerkshire Hathaway Inc369,554$184.9M0.5%
36MTCHMatch Group Inc4.7M$177.2M0.5%
37EXMOCExxon Mobil Corp1.3M$176.8M0.5%
38CSCOCisco Systems Inc1.5M$172.0M0.5%
39ABBVAbbVie Inc610,909$153.7M0.4%
40Accenture Plc IRELAND1.2M$148.2M0.4%
41HDHome Depot Inc419,462$147.9M0.4%
42AMATApplied Materials Inc199,163$144.0M0.4%
43SPGIS&P Global Inc337,704$137.5M0.4%
44ADIAnalog Devices Inc336,177$133.5M0.4%
45NEENextEra Energy Inc1.5M$131.3M0.4%
46GEVGE Vernova Inc111,794$131.3M0.4%
47MRKMerck & Co Inc1.0M$129.7M0.4%
48LRCXLam Research Corp288,952$125.2M0.4%
49ISRGIntuitive Surgical Inc308,492$122.7M0.3%
50EMREmerson Electric Co841,573$120.5M0.3%
51WMTWalmart Inc988,050$111.9M0.3%
52CRTOEURCriteo Sa-Spon Adr6.0M$109.6M0.3%
53ANETArista Networks Inc624,712$106.1M0.3%
54CVXChevron Corp638,363$105.8M0.3%
55PEPPepsiCo Inc756,217$102.4M0.3%
56NFLXNetflix Inc1.4M$101.6M0.3%
57Coca-Cola Europacific Partne1.2M$101.1M0.3%
58CRMSalesforce Inc644,039$100.9M0.3%
59COSTCostco Wholesale Corp98,725$92.4M0.3%
60KLACKLA Corp302,108$91.1M0.3%
61PLTRPalantir Technologies Inc740,723$86.4M0.2%
62ECLEcolab Inc303,944$84.7M0.2%
63DXCMDexcom Inc1.3M$84.5M0.2%
64TXNTexas Instruments Inc275,171$82.0M0.2%
65GFLGFL Environmental Inc2.2M$80.6M0.2%
66APHAmphenol Corp449,390$79.2M0.2%
67CLColgate-Palmolive Co833,410$76.4M0.2%
68ABTAbbott Laboratories841,310$76.3M0.2%
69PGProcter & Gamble Co518,078$76.0M0.2%
70IBMInternational Business Machines Corp267,981$75.4M0.2%
71BMRNBioMarin Pharmaceutical Inc1.3M$72.6M0.2%
72APPAppLovin Corp138,312$71.3M0.2%
73MRVLMarvell Technology Inc233,435$69.5M0.2%
74VRTVertiv Holdings Co205,404$68.8M0.2%
75BIDUBaidu Inc - Spon Adr594,363$68.0M0.2%
76MELIMercadoLibre Inc39,769$67.5M0.2%
77BKRBaker Hughes Co1.2M$66.4M0.2%
78ADBEAdobe Inc316,133$64.8M0.2%
79CDWCDW Corp/DE440,838$62.0M0.2%
80PANWPalo Alto Networks Inc181,136$61.8M0.2%
81GLWCorning Inc236,666$60.5M0.2%
82SPCXSpace Exploration Technologies Corp350,288$59.9M0.2%
83TMOThermo Fisher Scientific Inc117,013$58.7M0.2%
84Linde PLC112,758$58.5M0.2%
85STTState Street Corp340,348$57.7M0.2%
86DEDeere & Co90,740$57.6M0.2%
87WFCWells Fargo & Co694,227$57.4M0.2%
88BURLBurlington Stores Inc179,776$57.0M0.2%
89PFEPfizer Inc2.3M$56.3M0.2%
90MSMorgan Stanley267,505$55.9M0.2%
91Eaton Corp PLC130,654$55.7M0.2%
92EQTEQT Corp1.0M$54.8M0.2%
93QCOMQualcomm Inc294,680$54.5M0.2%
94VRTXVertex Pharmaceuticals Inc108,106$53.7M0.2%
95OTISOtis Worldwide Corp746,976$53.5M0.1%
96CVSCVS Health Corp513,721$53.1M0.1%
97ONON Semiconductor Corp552,505$52.2M0.1%
98CEGConstellation Energy Corp208,250$51.7M0.1%
99HWMHowmet Aerospace Inc191,908$51.6M0.1%
100PHParker-Hannifin Corp52,285$51.1M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.