DnB Asset Management AS Q1 2021 Filing

Filed April 15, 2021

Portfolio Value

$13699.8T

Holdings

633

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (633 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
5,112,458$1205.4T8.80%
2
METAFacebook Inc
3,120,128$919.0T6.71%
3
GOOGLAlphabet Inc - A
238,444$491.8T3.59%
4
VVisa Inc
2,000,777$423.6T3.09%
5
AAPLApple Inc
3,433,215$419.4T3.06%
6
ARWArrow Electronics Inc
3,149,436$349.0T2.55%
7
WDCWestern Digital Corp
4,726,566$315.5T2.30%
8
AMZNAmazon.Com Inc
94,625$292.8T2.14%
9
JNJJohnson & Johnson
1,506,182$247.5T1.81%
10
TMUST-Mobile US Inc
1,932,769$242.2T1.77%
11
VSHVishay Intertechnology Inc
8,832,827$212.7T1.55%
12
BACBank Of America Corp
4,918,927$190.3T1.39%
13
MUMicron Technology Inc
2,043,423$180.3T1.32%
14
CSCOCisco Systems Inc
3,392,585$175.4T1.28%
15
JPMJPMorgan Chase & Co
1,071,973$163.2T1.19%
16
CRTOCriteo SA ADR
4,684,017$162.7T1.19%
17
ALXNAlexion Pharmaceuticals Inc
988,883$151.2T1.10%
18
TRVCCitigroup Inc
2,021,619$147.1T1.07%
19
MAMastercard Inc
383,091$136.4T1.00%
20
ORCLOracle Corp
1,687,147$118.4T0.86%
21
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
952,304$112.6T0.82%
22
SPGIS&P Global Inc
301,422$106.4T0.78%
23
INTCIntel Corp
1,532,122$98.1T0.72%
24
GOOGAlphabet Inc - C
47,231$97.7T0.71%
25
PYPLPayPal Holdings Inc
382,397$92.9T0.68%
26
TSLATesla Inc
120,822$80.7T0.59%
27
MDLZMondelez International Inc
1,370,517$80.2T0.59%
28
TTTrane Technologies Plc
481,965$79.8T0.58%
29
BLKCHFBlackrock Inc
105,228$79.3T0.58%
30
PFEPfizer Inc
2,158,662$78.2T0.57%
31
TMOThermo Fisher Scientific Inc
165,997$75.8T0.55%
32
CCKCrown Holdings Inc
761,314$73.9T0.54%
33
NKENike Inc
552,338$73.4T0.54%
34
DGDollar General Corp
349,227$70.8T0.52%
35
DISWalt Disney Co/The
371,165$68.5T0.50%
36
DWDMorgan Stanley
850,296$66.0T0.48%
37
UNHUnitedhealth Group Inc
169,904$63.2T0.46%
38
EMREmerson Electric Co
699,141$63.1T0.46%
39
GMGeneral Motors Co
1,079,609$62.0T0.45%
40
PGProcter & Gamble Co/The
448,309$60.7T0.44%
41
ACNAccenture Plc
217,979$60.2T0.44%
42
ULTAUlta Beauty Inc
184,553$57.1T0.42%
43
BRK/BBerkshire Hathaway Inc
221,088$56.5T0.41%
44
NVDANvidia Corp
103,001$55.0T0.40%
45
FSLRFirst Solar Inc
622,145$54.3T0.40%
46
SANMSanmina SCI
1,275,808$52.8T0.39%
47
JDJD.com Inc
614,945$51.9T0.38%
48
STLDSteel Dynamics Inc
999,289$50.7T0.37%
49
HDHome Depot Inc/The
165,489$50.5T0.37%
50
KOCoca-Cola Co/The
937,508$49.4T0.36%
51
TJXTJX Cos Inc
744,049$49.2T0.36%
52
DALDelta Air Lines Inc
1,002,602$48.4T0.35%
53
MTZMasTec Inc
505,594$47.4T0.35%
54
ADBEAdobe Inc
98,634$46.9T0.34%
55
RUNSunrun Inc
749,182$45.3T0.33%
56
ABBVAbbVie Inc
390,354$42.2T0.31%
57
BIDUNBaidu Inc ADR
192,672$41.9T0.31%
58
MRKMerck & Co Inc
540,457$41.7T0.30%
59
Cornerstone Building Brands Ord Shs
2,922,335$41.0T0.30%
60
MLMMartin Marietta Materials Inc
122,068$41.0T0.30%
61
DHRDanaher Corp
180,444$40.6T0.30%
62
ABTAbbott Laboratories
332,912$39.9T0.29%
63
IQVIQVIA Holdings Inc
206,319$39.8T0.29%
64
BACVerizon Communications Inc
679,949$39.5T0.29%
65
APHAmphenol Corp
598,149$39.5T0.29%
66
ZTSZoetis Inc
244,481$38.5T0.28%
67
GSGoldman Sachs Group Inc/The
115,887$37.9T0.28%
68
LLYEli Lilly & Co
201,413$37.6T0.27%
69
CMCSAComcast Corp
693,286$37.5T0.27%
70
RCLRoyal Caribbean Cruises Ltd
435,520$37.3T0.27%
71
TXNTexas Instruments Inc
196,255$37.1T0.27%
72
DEDeere & Co
98,792$37.0T0.27%
73
MCDMcdonald's Corp
156,663$35.1T0.26%
74
Linde PLC
124,350$34.8T0.25%
75
BMYBristol-Myers Squibb Co
549,010$34.7T0.25%
76
CLVTrip.Com Group Ltd ADR
869,811$34.5T0.25%
77
FANGDiamondback Energy Inc
467,166$34.3T0.25%
78
ROKRockwell Automation Inc
128,465$34.1T0.25%
79
NFLXNetflix Inc
63,897$33.3T0.24%
80
PEPPepsiCo Inc
234,375$33.2T0.24%
81
TAT&T Inc
1,092,705$33.1T0.24%
82
BSXBoston Scientific Corp
850,966$32.9T0.24%
83
LOWLowe's Cos Inc
165,262$31.4T0.23%
84
CRMSalesforce.com Inc
148,177$31.4T0.23%
85
UNPUnion Pacific Corp
140,939$31.1T0.23%
86
CATCaterpillar Inc
131,657$30.5T0.22%
87
XOMExxon Mobil Corp
543,298$30.3T0.22%
88
HUNHuntsman Corp
1,041,734$30.0T0.22%
89
MMM3m Co
154,359$29.7T0.22%
90
INTUIntuit Inc
76,271$29.2T0.21%
91
WMTWalMart Inc
209,146$28.4T0.21%
92
MDTMedtronic Plc
236,262$27.9T0.20%
93
BABAAlibaba Group Holding Ltd - ADR
122,258$27.7T0.20%
94
DIODDiodes Inc
345,928$27.6T0.20%
95
GEGeneral Electric Co
2,087,364$27.4T0.20%
96
UPSUnited Parcel Service Inc
156,670$26.6T0.19%
97
AVGOBroadcom Inc
57,218$26.5T0.19%
98
Laboratory Corp Of America Holdings
103,142$26.3T0.19%
99
CVXChevron Corp
249,410$26.1T0.19%
100
AWNAdvance Auto Parts Inc
141,729$26.0T0.19%
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