DnB Asset Management AS Q3 2022 Filing

Filed October 11, 2022

Portfolio Value

$13.0B

Holdings

646

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (646 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corp
4,594,099$1.1B8.25%
2
AAPLApple Inc
3,649,370$504.3M3.89%
3
GOOGLAlphabet Inc - A
4,682,517$447.9M3.45%
4
VVisa Inc
1,849,372$328.5M2.53%
5
AMZNAmazon.Com Inc
2,891,709$326.8M2.52%
6
METAMeta Platforms Inc
2,366,670$321.1M2.48%
7
JNJJohnson & Johnson
1,507,085$246.2M1.90%
8
MAMastercard Inc
837,135$238.0M1.84%
9
CHKPCheck Point Software Technologies Ltd
1,837,494$205.8M1.59%
10
CRMSalesforce Inc
1,334,388$191.9M1.48%
11
LLYEli Lilly & Co
474,542$153.4M1.18%
12
TTWOTake-Two Interactive Software Inc
1,386,888$151.2M1.17%
13
WDCWestern Digital Corp
4,541,905$147.8M1.14%
14
CRTOCriteo SA ADR
5,334,512$144.2M1.11%
15
TSLATesla Inc
530,164$140.6M1.08%
16
NVDANvidia Corp
1,101,610$133.7M1.03%
17
PFEPfizer Inc
2,831,838$123.9M0.96%
18
TMOThermo Fisher Scientific Inc
243,827$123.7M0.95%
19
SPGIS&P Global Inc
404,490$123.5M0.95%
20
BACBank Of America Corp
3,919,620$118.4M0.91%
21
UNHUnitedhealth Group Inc
227,992$115.1M0.89%
22
WFCWells Fargo & Co
2,740,406$110.2M0.85%
23
PTCPTC Inc
977,456$102.2M0.79%
24
GOOGAlphabet Inc - C
967,565$93.0M0.72%
25
VRTXVertex Pharmaceuticals Inc
315,982$91.5M0.71%
26
TMUST-Mobile US Inc
667,872$89.6M0.69%
27
EAElectronic Arts Inc
767,390$88.8M0.68%
28
SNAPSnap Inc
8,872,260$87.1M0.67%
29
CVXChevron Corp
601,788$86.5M0.67%
30
BRK/BBerkshire Hathaway Inc
306,225$81.8M0.63%
31
VSHVishay Intertechnology Inc
4,562,480$81.2M0.63%
32
ARWArrow Electronics Inc
837,065$77.2M0.60%
33
PGProcter & Gamble Co/The
591,278$74.6M0.58%
34
JPMJPMorgan Chase & Co
709,341$74.1M0.57%
35
NOWServiceNow Inc
186,215$70.3M0.54%
36
ALSAllstate Corp/The
560,206$69.8M0.54%
37
ORCLOracle Corp
1,098,171$67.1M0.52%
38
QCOMQualcomm Inc
586,651$66.3M0.51%
39
APHAmphenol Corp
981,729$65.7M0.51%
40
HDHome Depot Inc/The
237,029$65.4M0.50%
41
XOMExxon Mobil Corp
746,015$65.1M0.50%
42
DGDollar General Corp
270,195$64.8M0.50%
43
DWDMorgan Stanley
814,266$64.3M0.50%
44
Horizon Therapeutics Plc
1,015,638$62.9M0.48%
45
KOCoca-Cola Co/The
1,111,254$62.3M0.48%
46
DISWalt Disney Co/The
659,392$62.2M0.48%
47
NEENextEra Energy Inc
778,591$61.0M0.47%
48
ACNAccenture Plc
234,519$60.3M0.47%
49
MRKMerck & Co Inc
654,075$56.3M0.43%
50
PEPPepsiCo Inc
339,257$55.4M0.43%
51
VMWEURVMware Inc
519,780$55.3M0.43%
52
SBUXStarbucks Corp
655,976$55.3M0.43%
53
ADTNAdtran Inc
2,798,251$54.8M0.42%
54
EMREmerson Electric Co
719,288$52.7M0.41%
55
CSCOCisco Systems Inc
1,312,410$52.5M0.40%
56
ABBVAbbVie Inc
380,421$51.1M0.39%
57
ADBEAdobe Inc
185,332$51.0M0.39%
58
DHRDanaher Corp
197,357$51.0M0.39%
59
NKENike Inc
610,070$50.7M0.39%
60
LRCXEURLam Research Corp
135,492$49.6M0.38%
61
RUNSunrun Inc
1,749,896$48.3M0.37%
62
FANGDiamondback Energy Inc
400,262$48.2M0.37%
63
CCKCrown Holdings Inc
593,925$48.1M0.37%
64
ABNBAirbnb Inc
444,918$46.7M0.36%
65
BMYBristol-Myers Squibb Co
640,577$45.5M0.35%
66
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
642,678$44.1M0.34%
67
COSTCostco Wholesale Corp
90,657$42.8M0.33%
68
DEDeere & Co
128,112$42.8M0.33%
69
WMTWalMart Inc
322,434$41.8M0.32%
70
MCDMcdonald's Corp
179,363$41.4M0.32%
71
ABTAbbott Laboratories
424,286$41.1M0.32%
72
TJXTJX Cos Inc
658,616$40.9M0.32%
73
PLUNPlug Power Inc
1,903,485$40.0M0.31%
74
ZTSZoetis Inc
258,217$38.3M0.30%
75
BACVerizon Communications Inc
1,008,400$38.3M0.30%
76
TXNTexas Instruments Inc
243,101$37.6M0.29%
77
ADSKAutodesk Inc
200,781$37.5M0.29%
78
CLVTrip.Com Group Ltd ADR
1,362,787$37.2M0.29%
79
LOWLowe's Cos Inc
190,464$35.8M0.28%
80
BKNGBooking Holdings Inc
21,747$35.7M0.28%
81
MUMicron Technology Inc
706,883$35.4M0.27%
82
CICigna Corp
124,213$34.5M0.27%
83
ICEIntercontinental Exchange Inc
377,380$34.1M0.26%
84
AVGOBroadcom Inc
75,611$33.6M0.26%
85
Linde PLC
123,511$33.3M0.26%
86
INTUIntuit Inc
85,080$33.0M0.25%
87
GSGoldman Sachs Group Inc/The
112,404$32.9M0.25%
88
UNPUnion Pacific Corp
167,096$32.6M0.25%
89
IFFInternational Flavors & Fragrances Inc
354,961$32.2M0.25%
90
AMGNAmgen Inc
142,953$32.2M0.25%
91
ENPHEnphase Energy Inc
115,148$31.9M0.25%
92
CVSCvs Health Corp
333,964$31.9M0.25%
93
IQVIQVIA Holdings Inc
174,903$31.7M0.24%
94
CLColgate-Palmolive Co
445,823$31.3M0.24%
95
ELVElevance Health Inc
68,839$31.3M0.24%
96
CBChubb Ltd
170,423$31.0M0.24%
97
BLKCHFBlackrock Inc
54,162$29.8M0.23%
98
IBMInternational Business Machines Corp
249,365$29.6M0.23%
99
DALDelta Air Lines Inc
1,046,671$29.4M0.23%
100
CMCSAComcast Corp
985,490$28.9M0.22%
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