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Q4 2023 13F-HR Holdings

Location
Lysaker, Q8
Holdings as of
12/31/2023
Date filed
6/18/2026
Form type
13F-HR
Num holdings
862
Total value ($000)
$27,667,973
Net value change ($000)
+6,703,130 (32.0%)
New positions
15
Sold out positions
17
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 486,308 43.7%
AAPL 235,940 18.2%
JPM 219,356 98.0%
V 206,744 74.0%
ACN 195,687 156.5%
MCO 192,546 540.8%
ABT 190,864 198.6%
GOOGL 184,636 54.9%
HD 167,860 106.9%
ICE 162,051 630.9%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -109,267 -69.6%
VMWA -59,908 -100.0%
UNP -40,289 -64.3%
BEPC -16,963 -100.0%
Horizon Therapeutics Public Ltd Co -11,873 -100.0%
Seagen Inc. -7,445 -100.0%
LVS -6,884 -56.9%
IP -5,638 -40.6%
DHR -5,607 -5.6%
LW -5,497 -30.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type