Folketrygdfondet reported 8 positions worth $3.87B for the quarter ended Jun 30, 2026, down 12.9% on the prior quarter. It opened 2 new positions, added to 2, trimmed 2 and exited 1. Its largest holding is Equinor Asa at 73.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| OCS Oculis Holding AG | -319.6K | $8.50M | 0.191% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | EQNR Equinor Asa | Energy | 91.02M | $2.86B | 73.84% | -2.50M | -2.7% | Reduced | 3.51% |
| 2 | NVO Novo Nordisk A S | Healthcare | 9.52M | $456.50M | 11.79% | +441.6K | +4.9% | Added | 0.21% |
| 3 | FRO Frontline plc | Industrials | 10.08M | $350.77M | 9.06% | +10.08M | – | New | 4.53% |
| 4 | NOK Nokia Corp | Others | 11.48M | $152.42M | 3.94% | -2.00M | -14.8% | Reduced | 0.21% |
| 5 | CMBT Cmb.Tech Nv | Industrials | 2.82M | $39.41M | 1.02% | 0 | 0.0% | Unchanged | 1.23% |
| 6 | TRMD TORM plc | Industrials | 285.6K | $7.44M | 0.192% | 0 | 0.0% | Unchanged | 0.29% |
| 7 | GMAB Genmab A/S | Healthcare | 165.1K | $4.53M | 0.117% | +4,309 | +2.7% | Added | 0.26% |
| 8 | ECO Okeanis Eco Tankers Corp. | Industrials | 32.3K | $1.62M | 0.042% | +32.3K | – | New | 0.1% |
Tip. Select a row to see that position’s full history at Folketrygdfondet.
As of its Q2 2026 13F filing, Folketrygdfondet’s five largest positions were Equinor Asa (EQNR) at 73.8%, Novo Nordisk A S (NVO) at 11.8%, Frontline plc (FRO) at 9.1%, Nokia Corp (NOK) at 3.9%, Cmb.Tech Nv (CMBT) at 1.0% of the reported portfolio.
Folketrygdfondet reported a 13F portfolio worth $3.87B across 8 positions for Q2 2026. That is down 12.9% from the previous quarter.
Its largest purchases by value were Frontline plc ($350.77M), Novo Nordisk A S ($21.17M), Okeanis Eco Tankers Corp. ($1.62M). It opened 2 new positions.
Its largest sales by value were Equinor Asa ($78.35M), Nokia Corp ($26.54M), Oculis Holding AG ($8.50M). It exited 1 positions entirely.
From the Form 13F-HR reports Folketrygdfondet files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.