DNB ASSET MANAGEMENT AS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GDDY | 28K | $3.85M |
 | PNW | 28K | $2.49M |
 | VMC | 28K | $8.50M |
 | BR | 27K | $6.53M |
 | EFX | 27K | $7.02M |
 | RPM | 27K | $3.23M |
 | CDW | 27K | $4.36M |
 | AXON | 27K | $19.57M |
 | SOLV | 27K | $1.99M |
 | MPWR | 27K | $24.99M |
 | ARQT | 27K | $508.65K |
 | CHRW | 26K | $3.47M |
 | CNM | 26K | $1.40M |
 | ENTG | 26K | $2.41M |
 | BAH | 26K | $2.60M |
 | AKAM | 25K | $1.91M |
 | GPC | 25K | $3.46M |
 | ICLR | 25K | $4.34M |
 | DOCN | 25K | $846.42K |
 | USFD | 24K | $1.87M |
GoDaddy Inc.
GDDY
Shares Held
28K
Value
$3.85M
Pinnacle West Capital Corporation
PNW
Shares Held
28K
Value
$2.49M
Vulcan Materials Company
VMC
Shares Held
28K
Value
$8.50M
Broadridge Financial Solutions, Inc.
BR
Shares Held
27K
Value
$6.53M
Equifax Inc.
EFX
Shares Held
27K
Value
$7.02M
RPM International Inc.
RPM
Shares Held
27K
Value
$3.23M
CDW Corporation
CDW
Shares Held
27K
Value
$4.36M
Axon Enterprise, Inc.
AXON
Shares Held
27K
Value
$19.57M
Solventum Corporation
SOLV
Shares Held
27K
Value
$1.99M
Monolithic Power Systems, Inc.
MPWR
Shares Held
27K
Value
$24.99M
Arcutis Biotherapeutics, Inc.
ARQT
Shares Held
27K
Value
$508.65K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
26K
Value
$3.47M
Core & Main, Inc.
CNM
Shares Held
26K
Value
$1.40M
Entegris, Inc.
ENTG
Shares Held
26K
Value
$2.41M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
26K
Value
$2.60M
Akamai Technologies, Inc.
AKAM
Shares Held
25K
Value
$1.91M
Genuine Parts Company
GPC
Shares Held
25K
Value
$3.46M
ICON Public Limited Company
ICLR
Shares Held
25K
Value
$4.34M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
25K
Value
$846.42K
US Foods Holding Corp.
USFD
Shares Held
24K
Value
$1.87M