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Q4 2020 13F-HR Holdings

Location
Lysaker, Q8
Holdings as of
12/31/2020
Date filed
6/18/2026
Form type
13F-HR
Num holdings
828
Total value ($000)
$16,880,501
Net value change ($000)
+2,945,823 (21.1%)
New positions
38
Sold out positions
12
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q3 2020
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)
AAPL 124,935 14.7%
V 62,493 43.4%
DIS 54,390 50.9%
JPM 54,177 38.1%
ENPH 53,095 2163.6%
MSFT 46,589 7.1%
GOOGL 45,960 21.9%
CRWD 42,931 726.7%
GOOGL 41,553 29.0%
PANW 40,373 477.3%
Top Reduces (Value $000, Stocks/ETFs)
BABA -41,773 -19.6%
BALL -33,642 -91.2%
AWK -29,618 -30.9%
SPGI -9,469 -19.8%
HUM -9,116 -28.7%
KMB -8,682 -19.0%
VRTX -8,289 -21.7%
VEREIT, Inc. -8,206 -100.0%
CMG -8,127 -83.1%
Seagen Inc. -7,529 -100.0%
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