DnB Asset Management AS Q4 2019 Filing

Filed January 13, 2020

Portfolio Value

$10.2B

Holdings

635

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (635 positions)

#StockSharesValue% PortfolioType
1
METAFacebook Inc
3,163,030$649.2M6.38%
2
MSFTMicrosoft Corp
3,953,948$623.5M6.13%
3
GOOGLAlphabet Inc - A
455,642$610.3M6.00%
4
ORCLOracle Corp
5,823,307$308.5M3.03%
5
TMUST-Mobile US Inc
2,824,228$221.5M2.18%
6
JNJJohnson & Johnson
1,355,633$197.7M1.94%
7
BACBank Of America Corp
5,365,713$189.0M1.86%
8
AAPLApple Inc
620,264$182.1M1.79%
9
VSHVishay Intertechnology Inc
7,962,254$169.5M1.67%
10
EXPEExpedia Group Inc
1,488,010$160.9M1.58%
11
7HPHP Inc
7,274,900$149.5M1.47%
12
CHTRCharter Communications Inc
308,027$149.4M1.47%
13
VVisa Inc
767,009$144.1M1.42%
14
TRVCCitigroup Inc
1,801,571$143.9M1.41%
15
AMZNAmazon.Com Inc
70,588$130.4M1.28%
16
ATVIEURActivision Blizzard Inc
2,186,813$129.9M1.28%
17
PFEPfizer Inc
3,197,507$125.3M1.23%
18
CICigna Corp
599,723$122.6M1.21%
19
ARWArrow Electronics Inc
1,416,843$120.1M1.18%
20
TSCOTractor Supply Co
1,130,043$105.6M1.04%
21
INTCIntel Corp
1,714,682$102.6M1.01%
22
BMYBristol-Myers Squibb Co
1,537,257$98.7M0.97%
23
BLKCHFBlackrock Inc
195,840$98.4M0.97%
24
CSCOCisco Systems Inc
1,973,230$94.6M0.93%
25
MDLZMondelez International Inc
1,630,799$89.8M0.88%
26
NKENike Inc
855,914$86.7M0.85%
27
CRTOCriteo SA
4,899,261$84.9M0.83%
28
Ingersoll-Rand Plc
606,550$80.6M0.79%
29
BABAAlibaba Group Holding Ltd - ADR
376,227$79.8M0.78%
30
JPMJPMorgan Chase & Co
511,636$71.3M0.70%
31
CCKCrown Holdings Inc
916,407$66.5M0.65%
32
HPEHewlett Packard Enterprise Co
3,862,898$61.3M0.60%
33
UNHUnitedhealth Group Inc
203,187$59.7M0.59%
34
RCLRoyal Caribbean Cruises Ltd
423,719$56.6M0.56%
35
CMCSAComcast Corp
1,237,342$55.6M0.55%
36
GOOGAlphabet Inc - C
41,106$55.0M0.54%
37
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR
925,747$53.8M0.53%
38
PGProcter & Gamble Co/The
429,646$53.7M0.53%
39
VIAVViavi Solutions Inc
3,551,958$53.3M0.52%
40
Lyondellbasell Industries NV
556,148$52.5M0.52%
41
WDCWestern Digital Corp
803,726$51.0M0.50%
42
KOCoca-Cola Co/The
911,156$50.4M0.50%
43
MRKMerck & Co Inc
527,224$48.0M0.47%
44
QCOMQualcomm Inc
517,008$45.6M0.45%
45
XOMExxon Mobil Corp
648,822$45.3M0.44%
46
Mellanox Technologies Ltd
376,013$44.1M0.43%
47
NBL2EURNoble Energy Inc
1,688,219$41.9M0.41%
48
STLDSteel Dynamics Inc
1,209,487$41.2M0.40%
49
TAT&T Inc
1,024,419$40.0M0.39%
50
BRK/BBerkshire Hathaway Inc
174,161$39.4M0.39%
51
BACVerizon Communications Inc
637,659$39.2M0.38%
52
MAMastercard Inc
129,461$38.7M0.38%
53
MDTMedtronic Plc
333,560$37.8M0.37%
54
REGIEURRenewable Energy Group Inc
1,383,591$37.3M0.37%
55
PXDEURPioneer Natural Resources Co
242,875$36.8M0.36%
56
HDHome Depot Inc/The
164,535$35.9M0.35%
57
CVXChevron Corp
294,878$35.5M0.35%
58
EAElectronic Arts Inc
329,720$35.4M0.35%
59
TMOThermo Fisher Scientific Inc
107,913$35.1M0.34%
60
CNKCinemark Holdings Inc
1,030,596$34.9M0.34%
61
DISWalt Disney Co/The
240,812$34.8M0.34%
62
WFCWells Fargo & Co
634,105$34.1M0.34%
63
MTZMasTec Inc
529,134$33.9M0.33%
64
MCDMcdonald's Corp
160,702$31.8M0.31%
65
BIIBBiogen Inc
105,029$31.2M0.31%
66
ACNAccenture Plc
147,650$31.1M0.31%
67
PEPPepsiCo Inc
222,293$30.4M0.30%
68
FSLRFirst Solar Inc
533,763$29.9M0.29%
69
UTXZUnited Technologies Corp
198,969$29.8M0.29%
70
SPGIS&P Global Inc
108,367$29.6M0.29%
71
AWMSkyworks Solutions Inc
241,753$29.2M0.29%
72
FANGDiamondback Energy Inc
296,371$27.5M0.27%
73
MMM3m Co
153,127$27.0M0.27%
74
AMGNAmgen Inc
109,351$26.4M0.26%
75
UNPUnion Pacific Corp
145,239$26.3M0.26%
76
TXNTexas Instruments Inc
203,907$26.2M0.26%
77
CVSCvs Health Corp
332,562$24.7M0.24%
78
LLYEli Lilly & Co
182,045$23.9M0.24%
79
WMTWalMart Inc
198,916$23.6M0.23%
80
REGNRegeneron Pharmaceuticals Inc
61,909$23.2M0.23%
81
Linde PLC
107,802$23.0M0.23%
82
GEGeneral Electric Co
1,986,812$22.2M0.22%
83
JDJD.com Inc
614,851$21.7M0.21%
84
Aon PLC
102,482$21.3M0.21%
85
ADBEAdobe Inc
64,281$21.2M0.21%
86
CATCaterpillar Inc
141,682$20.9M0.21%
87
ZTSZoetis Inc
156,516$20.7M0.20%
88
ABTAbbott Laboratories
236,441$20.5M0.20%
89
CBChubb Ltd
130,547$20.3M0.20%
90
HUNHuntsman Corp
805,046$19.4M0.19%
91
VAREURVarian Medical Systems Inc
136,094$19.3M0.19%
92
CRUSCirrus Logic Inc
233,848$19.3M0.19%
93
4DHDana Inc
1,052,681$19.2M0.19%
94
ABBVAbbVie Inc
216,225$19.1M0.19%
95
GLUUGlu Mobile Inc
3,107,983$18.8M0.18%
96
ROKRockwell Automation Inc
92,578$18.8M0.18%
97
LOWLowe's Cos Inc
156,578$18.8M0.18%
98
AVGOBroadcom Inc
58,143$18.4M0.18%
99
NEENextEra Energy Inc
75,599$18.3M0.18%
100
DHTDHT Holdings Inc
2,196,581$18.2M0.18%
Page 1 of 7Next