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DnB Asset Management AS
DnB Asset Management AS is an institution, managing $26.8B across 733 long positions as of Q3 2025 with 41% Technology concentration and 41% technology allocation.
- Portfolio Value
- $26.8B
- Positions
- 733
- Top Holding
- MSFT at 9.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in DnB Asset Management AS's portfolio (41.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $2.5B | 9.22% | +$74.1M Bought | 0.06% 4.8M shares | |
Semiconductors Technology | $1.8B | 6.69% | -$47.6M Sold | 0.04% 9.6M shares | |
Internet Content & Information Communication Services | $1.5B | 5.61% | -$74.1M Sold | 0.05% 6.2M shares | |
Consumer Electronics Technology | $1.4B | 5.28% | +$203.8M Bought | 0.04% 5.6M shares | |
Specialty Retail Consumer Cyclical | $1.3B | 4.95% | +$185.0M Bought | 0.06% 6.0M shares | |
Internet Content & Information Communication Services | $877.1M | 3.27% | -$117.1M Sold | 0.05% 1.2M shares | |
Financial - Credit Services Financial Services | $507.3M | 1.89% | -$39.3M Sold | 0.10% 891.9K shares | |
Semiconductors Technology | $455.3M | 1.70% | -$31.9M Sold | 0.03% 1.4M shares | |
Software - Application Technology | $448.3M | 1.67% | +$326.0M Bought | 1.07% 2.8M shares | |
Software - Application Technology | $393.0M | 1.46% | +$213.2M Bought | 0.17% 1.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in DnB Asset Management AS's latest filing
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for DnB Asset Management AS
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