OSLO PENSJONSFORSIKRING AS — 13F Holdings & Portfolio
CIK 1828808 · latest 13F-HR filed 2026-07-31
OSLO PENSJONSFORSIKRING AS manages $869.4M in 13F-reported U.S. long-equity assets across 463 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (8.19%), CVS (5.31%), V (5.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 49 new positions, exited 40, added to 245, and trimmed 97.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
OSLO 0165
$869.4M
Long-equity book
463
Distinct positions
2026-06-30
Filed 2026-07-31
+49 / −40 / ↑245 / ↓97
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Danaher Corp$21.1M +119.7%
- Alphabet Inc.$14.3M +25.2%
- CVS Health Corporation$14.1M +43.8%
- VISA Inc.$12.8M +41.1%
- Berkshire Hathaway Inc$11.7M +40.8%
Top Trims
- Exxon Mobil Corp-$578.2K -19.4%
- Automatic Data Processing, Inc.-$341.2K -63.8%
- Chevron Corp-$328.1K -19.9%
- Netflix, Inc.-$289.8K -21.1%
- Verizon Communications Inc.-$285.4K -32.0%
New Positions
- AstraZeneca Plc$42.7M
- Logitech International SA$33.9M
- Palantir Technologies Inc$798.0K
- UBS Group AG$739.6K
- TotalEnergies SE$677.8K
Exited Positions
- AECOM$352.5K
- Builders FirstSource Inc$308.0K
- Open Text Corp$297.7K
- Healthpeak Properties INC$292.8K
- DuPont de Nemours Inc$277.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc. | GOOGL | 02079K305 | $71.2M | 8.19% | 199,267 | SH |
| 2 | CVS Health Corporation | CVS | 126650100 | $46.2M | 5.31% | 446,587 | SH |
| 3 | VISA Inc. | V | 92826C839 | $43.9M | 5.05% | 127,964 | SH |
| 4 | AstraZeneca Plc | AZN | G0593M107 | $41.5M | 4.78% | 220,900 | SH |
| 5 | Berkshire Hathaway Inc | BRK.A | 084670108 | $40.4M | 4.65% | 54 | SH |
| 6 | Microsoft Corporation | MSFT | 594918104 | $39.6M | 4.55% | 106,042 | SH |
| 7 | Markel Group Inc | MKL | 570535104 | $38.9M | 4.47% | 19,910 | SH |
| 8 | Smurfit Westrock Plc | SW | G8267P108 | $38.8M | 4.46% | 839,077 | SH |
| 9 | Danaher Corp | DHR | 235851102 | $38.7M | 4.46% | 203,433 | SH |
| 10 | Allstate Corp | ALL | 020002101 | $37.3M | 4.29% | 156,841 | SH |
| 11 | International Business Machines Corp | IBM | 459200101 | $35.2M | 4.04% | 125,014 | SH |
| 12 | Logitech International SA | LOGI | H50430232 | $33.9M | 3.89% | 360,000 | SH |
| 13 | Zebra Technologies Corp | ZBRA | 989207105 | $33.8M | 3.89% | 128,332 | SH |
| 14 | HP Inc. | HPQ | 40434L105 | $31.5M | 3.62% | 1,436,090 | SH |
| 15 | CBRE Group Inc | CBRE | 12504L109 | $30.0M | 3.45% | 222,730 | SH |
| 16 | Atkore Inc | ATKR | 047649108 | $28.7M | 3.30% | 377,000 | SH |
| 17 | Nvidia Corp | NVDA | 67066G104 | $15.8M | 1.82% | 79,008 | SH |
| 18 | Apple Inc. | AAPL | 037833100 | $14.4M | 1.66% | 49,761 | SH |
| 19 | Amazon.com, Inc. | AMZN | 023135106 | $7.5M | 0.86% | 31,272 | SH |
| 20 | Alphabet Inc. | GOOG | 02079K107 | $5.4M | 0.62% | 15,282 | SH |
| 21 | Broadcom Inc | AVGO | 11135F101 | $5.2M | 0.60% | 13,746 | SH |
| 22 | Micron Technology Inc | MU | 595112103 | $4.1M | 0.48% | 3,592 | SH |
| 23 | Advanced Micro Devices inc | AMD | 007903107 | $3.9M | 0.45% | 6,726 | SH |
| 24 | Meta Platforms Inc. | META | 30303M102 | $3.7M | 0.42% | 6,500 | SH |
| 25 | Eli Lilly and Company | LLY | 532457108 | $3.6M | 0.42% | 3,025 | SH |
| 26 | Tesla Inc | TSLA | 88160R101 | $3.4M | 0.39% | 8,061 | SH |
| 27 | JPMorgan Chase & Co | JPM | 46625H100 | $3.3M | 0.38% | 10,019 | SH |
| 28 | Berkshire Hathaway Inc | BRK.B | 084670702 | $3.0M | 0.35% | 6,044 | SH |
| 29 | Intel Corporation | INTC | 458140100 | $2.7M | 0.31% | 19,012 | SH |
| 30 | Applied Materials Inc | AMAT | 038222105 | $2.5M | 0.29% | 3,523 | SH |
| 31 | Johnson & Johnson | JNJ | 478160104 | $2.5M | 0.29% | 9,813 | SH |
| 32 | Exxon Mobil Corp | XOM | 30231G102 | $2.4M | 0.28% | 17,554 | SH |
| 33 | Lam Research Corp | LRCX | 512807306 | $2.3M | 0.26% | 5,234 | SH |
| 34 | Cisco Systems Inc | CSCO | 17275R102 | $2.0M | 0.23% | 16,702 | SH |
| 35 | Walmart Inc | WMT | 931142103 | $1.9M | 0.21% | 16,473 | SH |
| 36 | Bank of America Corporation | BAC | 060505104 | $1.7M | 0.19% | 29,615 | SH |
| 37 | AbbVie Inc. | ABBV | 00287Y109 | $1.6M | 0.18% | 6,376 | SH |
| 38 | UnitedHealth Group Incorporated | UNH | 91324P102 | $1.6M | 0.18% | 3,769 | SH |
| 39 | The Home Depot, Inc. | HD | 437076102 | $1.5M | 0.17% | 4,255 | SH |
| 40 | MASTERCARD INC | MA | 57636Q104 | $1.4M | 0.16% | 2,737 | SH |
| 41 | Costco Wholesale Corp | COST | 22160K105 | $1.4M | 0.16% | 1,471 | SH |
| 42 | KLA Corp | KLAC | 482480100 | $1.4M | 0.16% | 4,510 | SH |
| 43 | The Procter & Gamble Company | PG | 742718109 | $1.4M | 0.16% | 9,250 | SH |
| 44 | General Electric Company | GE | 369604301 | $1.3M | 0.15% | 3,603 | SH |
| 45 | The Goldman Sachs Group Inc. | GS | 38141G104 | $1.3M | 0.15% | 1,308 | SH |
| 46 | Chevron Corp | CVX | 166764100 | $1.3M | 0.15% | 7,975 | SH |
| 47 | Merck & Co., Inc. | MRK | 58933Y105 | $1.3M | 0.15% | 10,269 | SH |
| 48 | Wells Fargo & Company | WFC | 949746101 | $1.2M | 0.14% | 14,620 | SH |
| 49 | Citigroup Inc | C | 172967424 | $1.2M | 0.14% | 8,629 | SH |
| 50 | Texas Instruments Inc | TXN | 882508104 | $1.2M | 0.13% | 3,898 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-31 | $869.4M | 463 | 0001828808-26-000023 |
| 2026-03-31 | 2026-05-08 | $642.6M | 452 | 0001828808-26-000021 |