DnB Asset Management AS Buys Western Digital Corp, Skyworks Solutions Inc, Taiwan Semiconductor Manufacturing Co, Sells Oracle Corp, Baidu Inc, Anadarko Petroleum Corp

• New Purchases: CNK, VNE, NCUN, 6D81, DOW, BZUN, BBN1, CLGX, HRS, MAN, LDOS, ARES, HEI.A, FOXA, EXAS, OKTA, TWLO, AGCO, MIDD, ODFL, LULU, FOX, POL, DOCU, DBX, PKI, SNAP, IONS,
• Added Positions: MSFT, WDC, SWKS, TSM, VSH, CRTO, CTSH, FIT, JNJ, MDLZ, FANG, AMAT, NBL, ARW, DGX, REGI, VIAV, C, DHT, FIS, DG, EXPE, ANTM, WELL, JPM, CC, CMS, LLY, FAST, KMB, MRK, MU, NSC, XEL, XRX, ALLY, ALXN, ALL, AXL, IVZ, AVT, BBY, CDNS, COF, CCI, DRI, DVN, FITB, GIS, GILD, HRB, HSY, HUN, IDXX, ITW, IPG, SJM, LRCX, JEF, LNC, MET, NEM, OMC, PCAR, PAYX, PFG, PHM, SYY, TGT, TEN, TSN, VZ, VIAB, DAL, DFS, VMW, AWK, MAIN, CIT, GM, HCA, NCLH, COTY, PAGP, COMM, QRVO, JELD, MMM, AES, AMT, AME, CAT, CERN, CTAS, DXC, CTRP, DE, DISCA, DISH, GE, HSIC, IBM, INTC, KLAC, KSS, MS, MSI, PFE, PG, PRU, ROP, SWK, UNP, UPS, UTX, WAB, WCN, WM, WAL, EBAY, DISCK, TCEHY, AVGO, SSNC, ABBV, AOS, ANSS, AINV, BF.B, BG, CHRW, CSX, CPRT, CMI, DOV, EMR, EQR, EXPD, FDX, FLS, GPC, HP, INFO, IEX, IFF, JBHT, KSU, KNX, LEG, LEN, MAS, MCD, NKTR, PH, PBCT, PSEC, REG, RSG, ROK, ROL, SNA, LUV, OXSQ, TEVA, UAL, URI, WPC, GWW, OC, OCSL, FRC, FBHS, XYL, HDS, CDW, NWSA, AAL, JD, PE, CDK, ZAYO, AXTA, LBRDK, TRU, KHC, FDC, FTV, VST, INVH, BEST, EQH, ELAN, DELL,
• Reduced Positions: ORCL, APC, CSCO, AAPL, ATVI, QCOM, BIIB, CCL, HPE, KMX, FB, V, TMUS, GOOGL, HPQ, REGN, CMCSA, MMC, HUM, AMZN, NUVA, WBA, ABT, LOW, ABC, KO, PSA, RHI, SBUX, WFC, BLK, XRAY, DUK, XOM, NKE, REX, FSLR, TAL, GOOG, ARNC, T, NLY, ARCC, BRK.B, CECE, CVX, CI, CCK, FNSR, HD, SPGI, NFLX, PEP, PXD, SO, SYMC, TJX, UGI, DIS, MA, CBOE, KKR, RUN, ADBE, ALGN, AEP, AXP, AMGN, ADP, BK, BAX, BDX, BSX, CELG, SCHW, CME, CL, COP, DHR, EXC, NEE, GS, HFC, ISRG, MGA, MTZ, NVDA, JWN, ES, OXY, PNC, PGR, PEG, CRM, SLB, SHW, SBNY, SPG, TRV, STLD, SYK, TXN, TMO, USB, UNH, VAR, WMT, S, QRTEA, SPR, DAN, AGNC, MOS, ZTS, SABR, CFG, PYPL, ATH, BILI, PLD, AAP, AMD, AFL, A, APD, AKAM, ALB, ARE, HES, AIG, AMP, AMTD, APH, ADI, APA, ACGL, ADM, AJG, ATO, ADSK, AVB, BBT, BLL, ITUB, BMRN, BWA, BXP, CBRE, CBS, CF, CVS, COG, CPB, CAH, CE, CNC, CNP, CTL, LNG, CHD, XEC, CINF, CTXS, CLX, TPR, CMA, NNN, CAG, ED, STZ, INGR, GLW, COST, DHI, DVA, DLR, DLTR, DRE, ETFC, EOG, ECL, EIX, EW, EA, ECA, ETR, EL, EXR, FMC, M, FE, FISV, F, BEN, GPN, HDB, HAL, MNST, HOG, HIG, HAS, HCP, HOLX, HRL, HST, HDSN, HBAN, IAC, ILMN, INCY, INFY, ICE, IP, INTU, IRM, JNPR, K, KEY, KR, LKQ, LH, LVS, LB, MTB, MGM, MAC, MRO, MAR, MXIM, MKC, MCK, MCHP, MAA, TAP, MCO, NDAQ, NOV, NTAP, NWL, NTRS, NUE, ORLY, OGE, ON, OKE, TLK, PPG, PPL, PKG, PNW, RJF, O, RHT, RF, RMD, WRK, ROST, SBAC, XPO, SRE, SIRI, STT, STI, SNPS, TROW, VIV, TIF, TMK, TRMB, UAA, UDR, UNM, VFC, VLO, VTR, VRSN, VRTX, VNO, VMC, WRB, WY, WMB, XLNX, YUM, ZBH, L, TX, HBI, WU, MLCO, BR, WBC, CXO, FTNT, VRSK, TSLA, TRGP, KMI, VER, CPRI, WP, SPLK, CG, NOW, WDAY, VOYA, ARMK, HLT, SYF, GDDY, UA, LSXMK, LW, AZUL, ATUS, BHGE, BHF,
• Sold Out: BIDU, WB, BX, GPRE, ANET, UTHR, ULTA, MLM, MSCI, PANW, NYCB, UHS, EVRG, FSK, WYNN, WEC, APOG, BPR, CIB, MAT, GT, GLNG, DSX, TS,

For the details of DnB Asset Management AS's stock buys and sells, go to https://www.gurufocus.com/guru/dnb+asset+management+as/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 4,278,328 shares, 7.01% of the total portfolio. Shares added by 16.08%
2. Alphabet Inc (GOOGL) - 490,305 shares, 6.50% of the total portfolio. Shares reduced by 1.81%
3. T-Mobile US Inc (TMUS) - 3,918,712 shares, 3.56% of the total portfolio. Shares reduced by 4.37%
4. Facebook Inc (FB) - 1,324,984 shares, 3.13% of the total portfolio. Shares reduced by 6.62%
5. Apple Inc (AAPL) - 1,279,057 shares, 3.10% of the total portfolio. Shares reduced by 16.7%

DnB Asset Management AS initiated holding in Cinemark Holdings Inc. The purchase prices were between $35.23 and $42.39, with an estimated average price of $39.5. The stock is now traded at around $37.16. The impact to a portfolio due to this purchase was 0.32%. The holding were 715,500 shares as of .

DnB Asset Management AS initiated holding in Veoneer Inc. The purchase prices were between $15.93 and $29.25, with an estimated average price of $21.04. The stock is now traded at around $16.55. The impact to a portfolio due to this purchase was 0.22%. The holding were 1,045,033 shares as of .

DnB Asset Management AS initiated holding in Cornerstone Building Brands Inc. The purchase prices were between $3.74 and $5.75, with an estimated average price of $4.86. The stock is now traded at around $5.09. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,901,272 shares as of .

DnB Asset Management AS initiated holding in DuPont de Nemours Inc. The purchase prices were between $58.22 and $146.52, with an estimated average price of $85.68. The stock is now traded at around $65.00. The impact to a portfolio due to this purchase was 0.11%. The holding were 118,293 shares as of .

DnB Asset Management AS initiated holding in Baozun Inc. The purchase prices were between $36.61 and $50.63, with an estimated average price of $43.04. The stock is now traded at around $54.24. The impact to a portfolio due to this purchase was 0.07%. The holding were 121,600 shares as of .

DnB Asset Management AS initiated holding in Dow Inc. The purchase prices were between $46.76 and $59.71, with an estimated average price of $52.82. The stock is now traded at around $49.31. The impact to a portfolio due to this purchase was 0.07%. The holding were 119,571 shares as of .

DnB Asset Management AS added to a holding in Western Digital Corp by 3652.88%. The purchase prices were between $36.24 and $55.39, with an estimated average price of $45.43. The stock is now traded at around $48.52. The impact to a portfolio due to this purchase was 0.73%. The holding were 1,288,814 shares as of .

DnB Asset Management AS added to a holding in Skyworks Solutions Inc by 195.35%. The purchase prices were between $66.63 and $93.56, with an estimated average price of $79.3. The stock is now traded at around $80.33. The impact to a portfolio due to this purchase was 0.52%. The holding were 835,404 shares as of .

DnB Asset Management AS added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 462.95%. The purchase prices were between $37.65 and $45.42, with an estimated average price of $41.18. The stock is now traded at around $39.93. The impact to a portfolio due to this purchase was 0.42%. The holding were 1,070,085 shares as of .

DnB Asset Management AS added to a holding in Vishay Intertechnology Inc by 28.09%. The purchase prices were between $15.14 and $20.48, with an estimated average price of $17.66. The stock is now traded at around $16.38. The impact to a portfolio due to this purchase was 0.38%. The holding were 8,589,309 shares as of .

DnB Asset Management AS added to a holding in Criteo SA by 800.17%. The purchase prices were between $16.61 and $22.78, with an estimated average price of $19.7. The stock is now traded at around $18.11. The impact to a portfolio due to this purchase was 0.38%. The holding were 2,042,979 shares as of .

DnB Asset Management AS added to a holding in Cognizant Technology Solutions Corp by 23.50%. The purchase prices were between $56.88 and $74.6, with an estimated average price of $65.64. The stock is now traded at around $64.71. The impact to a portfolio due to this purchase was 0.37%. The holding were 2,516,396 shares as of .

DnB Asset Management AS sold out a holding in Baidu Inc. The sale prices were between $107.78 and $184.77, with an estimated average price of $142.43.

DnB Asset Management AS sold out a holding in Weibo Corp. The sale prices were between $41.11 and $72.32, with an estimated average price of $56.12.

DnB Asset Management AS sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

DnB Asset Management AS sold out a holding in Green Plains Inc. The sale prices were between $10.3 and $17.51, with an estimated average price of $14.88.

DnB Asset Management AS sold out a holding in Arista Networks Inc. The sale prices were between $236.08 and $328.54, with an estimated average price of $277.33.

DnB Asset Management AS sold out a holding in United Therapeutics Corp. The sale prices were between $76.06 and $120.81, with an estimated average price of $93.52.

DnB Asset Management AS reduced to a holding in Oracle Corp by 47.31%. The sale prices were between $50.24 and $56.99, with an estimated average price of $54.1. The stock is now traded at around $59.28. The impact to a portfolio due to this sale was -1.86%. DnB Asset Management AS still held 3,140,662 shares as of .

DnB Asset Management AS reduced to a holding in Anadarko Petroleum Corp by 97.48%. The sale prices were between $44.47 and $75.86, with an estimated average price of $67.07. The stock is now traded at around $71.04. The impact to a portfolio due to this sale was -1.21%. DnB Asset Management AS still held 55,842 shares as of .

DnB Asset Management AS reduced to a holding in Cisco Systems Inc by 67.99%. The sale prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $56.60. The impact to a portfolio due to this sale was -0.84%. DnB Asset Management AS still held 598,993 shares as of .

DnB Asset Management AS reduced to a holding in Activision Blizzard Inc by 39.24%. The sale prices were between $42.19 and $49.55, with an estimated average price of $45.86. The stock is now traded at around $48.15. The impact to a portfolio due to this sale was -0.54%. DnB Asset Management AS still held 1,502,377 shares as of .

DnB Asset Management AS reduced to a holding in Qualcomm Inc by 78.37%. The sale prices were between $55.9 and $89.29, with an estimated average price of $73.23. The stock is now traded at around $76.66. The impact to a portfolio due to this sale was -0.31%. DnB Asset Management AS still held 121,566 shares as of .

DnB Asset Management AS reduced to a holding in Carnival Corp by 89.5%. The sale prices were between $45.38 and $55.82, with an estimated average price of $52.35. The stock is now traded at around $46.91. The impact to a portfolio due to this sale was -0.22%. DnB Asset Management AS still held 42,168 shares as of .