Folketrygdfondet
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Folketrygdfondet reported 13 stock positions worth $5.7 billion. Its top holding was Equinor ASA-Spon ADR (EQNR) at 56.1% of the portfolio, followed by Novo-Nordisk A/S-Spons ADR (NVO, 22.3%) and Frontline (5.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 1, added to 5 and reduced 1. The biggest buy was a new position in Hafnia - ISIN BMG4233B1090 and the biggest sale an exit from Ericsson - COM ISIN SE0000108656.
- Most Recent 13F
- Q2 2026
- Location
- OSLO, Q8
- CIK
- 0001269094
- Portfolio Value
- $5.7B (Q2 2024)
- SEC Filing
- 0001104659-24-088267 ↗ filed Aug 12, 2024
Holdings Value
Holdings 13 stocks · $5.7B
| EQNR Equinor ASA-Spon ADR | 56.06% | 111,179,986 | $3.2B | Add +5.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 22.27% | 8,838,723 | $1.3B | Add +0.9% |
| FRONTLINE LTD | 4.97% | 10,927,645 | $281.5M | Add +6.7% |
| Hafnia - ISIN BMG4233B1090 | 3.97% | 26,777,368 | $224.7M | New |
| Cadeler - ISIN DK0061412772 | 3.83% | 8,676,068 | $217.2M | New |
| BW LPG - ISIN SGXZ69436764 | 3.12% | 9,261,878 | $176.7M | New |
| GOLDEN OCEAN GROUP LTD | 1.82% | 7,487,265 | $103.3M | Reduce -20.2% |
| BORR Borr Drilling Ltd. | 1.43% | 12,591,614 | $81.2M | No change |
| NOK Nokia Corp.-Spon ADR | 0.82% | 12,357,983 | $46.7M | No change |
| SDRL Seadrill Limited | 0.58% | 635,389 | $32.7M | No change |
| AstraZeneca - ISIN GB0009895292 | 0.57% | 411,287 | $32.1M | Add +0.7% |
| FLNG Flex LNG Ltd. | 0.47% | 993,186 | $26.9M | Add +0.3% |
| GMAB Genmab A/S -SP ADR | 0.08% | 170,385 | $4.3M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| Ericsson - COM ISIN SE0000108656 | Sold out | 0.00% | −1.33 |
| GOLDEN OCEAN GROUP LTD | Reduce -20.2% | 1.82% | −0.81 |
Portfolio Buys Q1 2024 → Q2 2024
| Hafnia - ISIN BMG4233B1090 | New | 3.97% | +3.97 |
| Cadeler - ISIN DK0061412772 | New | 3.83% | +3.83 |
| BW LPG - ISIN SGXZ69436764 | New | 3.12% | +3.12 |
| AstraZeneca - ISIN GB0009895292 | Add +0.7% | 0.57% | −0.03 |
| FLNG Flex LNG Ltd. | Add +0.3% | 0.47% | −0.07 |
| FRONTLINE LTD | Add +6.7% | 4.97% | −0.23 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.9% | 22.27% | −2.12 |
| EQNR Equinor ASA-Spon ADR | Add +5.7% | 56.06% | −5.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $4.6B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q1 2026 | 11 | $5.6B | EQNR, Cadeler - ISIN DK0061412772, FRONTLINE LTD, NVO, Hafnia - ISIN BMG4233B1090 |
| Q4 2025 | 11 | $4.3B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q3 2025 | 10 | $4.3B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q2 2025 | 10 | $4.5B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q1 2025 | 10 | $4.5B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q4 2024 | 11 | $4.5B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q3 2024 | 12 | $5.1B | EQNR, NVO, Cadeler - ISIN DK0061412772, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090 |
| Q2 2024 | 13 | $5.7B | EQNR, NVO, FRONTLINE LTD, Hafnia - ISIN BMG4233B1090, Cadeler - ISIN DK0061412772 |
| Q1 2024 | 11 | $4.6B | EQNR, NVO, FRONTLINE LTD, GOLDEN OCEAN GROUP LTD, BORR |