STOREBRAND ASSET MANAGEMENT AS

FundLysaker · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$40.6B

Reported value of US stock holdings on Jun 30, the filing's own figure

762 positions · filed Aug 12, 43 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 12 · against the report before it

New positions

24, biggest 4

JNJ JOHNSON & JOHNSON 342K shares0.2% of this fund's holdings

TRI THOMSON REUTERS CORP 943K shares0.2% of this fund's holdings

no ticker CARNIVAL CORP LTD 735K sharesunder 0.1% of this fund's holdings

AMKR AMKOR TECHNOLOGY INC 210K sharesunder 0.1% of this fund's holdings

Sold out

35, biggest 4

TRI4EUR THOMSON REUTERS CORP All 942K shares

HO1 HOLOGIC INC All 587K shares

CCL1EUR CARNIVAL CORP All 993K shares

CTRA COTERRA ENERGY INC All 395K shares

Added to

272, biggest 4

AAPL APPLE INC +266K shares+3%

INTC INTEL CORP +68,615 shares+3%

WM WASTE MGMT INC DEL +54,488 shares+4%

KLAC KLA CORP +835K shares+877%

Trimmed

227, biggest 4

GOOG ALPHABET INC −136K shares−4%

AVGO BROADCOM INC −59,252 shares−2%

AMAT APPLIED MATLS INC −12,333 shares−2%

LRCX LAM RESEARCH CORP −58,506 shares−6%

Top holdings

Reference, not news

Top holdings · 762 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 NVDA NVIDIA CORPORATION 13.8M 6.8% −1%

2 AAPL APPLE INC 8.3M 5.9% +3%

3 MSFT MICROSOFT CORP 4.1M 3.7% No change

4 AMZN AMAZON COM INC 5.9M 3.4% +1%

5 GOOGL ALPHABET INC 3.4M 3.0% No change

6 GOOG ALPHABET INC 3.0M 2.6% −4%

7 AVGO BROADCOM INC 2.5M 2.3% −2%

8 MU MICRON TECHNOLOGY INC 598K 1.7% +1%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.