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Portfolio (Quarterly) Guide ↗

DANSKE BANK A/S

· CIK 0000800177
13F Portfolio $50.6B AUM 2,039 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 352 Added 288 Reduced 78 Exited
Page 14 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DRH DiamondRock Hospitality Co Real Estate 627,337.0 $7.6M 0.01% +627K +10000.0% $12.18 +5.3%
262 TEAM Atlassian Corp Technology 94,728.0 $7.4M 0.01% +5K +5.9% $77.79 +120.9%
263 Flutter Entertainment PLC 72,023.0 $7.4M 0.01% +540.0 +0.8% $102.17
264 ATI ATI Inc Industrials 36,988.0 $7.3M 0.01% +37K +10000.0% $197.10 +5.0%
265 SMCI Super Micro Computer Inc Technology 246,973.0 $7.2M 0.01% +8K +3.3% $29.33 +27.0%
266 DBX Dropbox Inc Technology 263,501.0 $7.2M 0.01% +263K +10000.0% $27.47 +25.5%
267 WSO Watsco Inc Industrials 17,362.0 $7.2M 0.01% +965.0 +5.9% $416.73 -25.1%
268 IOT Samsara Inc Technology 219,200.0 $7.1M 0.01% +83K +60.6% $32.43 +23.2%
269 Cooper Cos Inc/The 98,694.0 $7.1M 0.01% +4K +4.7% $71.71
270 PODD Insulet Corp Healthcare 45,908.0 $7.0M 0.01% +1K +2.5% $152.25 -2.7%
271 HGV Hilton Grand Vacations Inc Consumer Cyclical 129,769.0 $6.8M 0.01% +130K +10000.0% $52.37 -13.9%
272 CDE Coeur Mining Inc Basic Materials 414,400.0 $6.8M 0.01% +179K +75.7% $16.32 +28.5%
273 Amrize Ltd 124,400.0 $6.6M 0.01% +12K +10.2% $53.30
274 ROKU Roku Inc Communication Services 46,788.0 $6.5M 0.01% +47K +10000.0% $138.14 +14.0%
275 Blue Owl Capital Corp 589,365.0 $6.4M 0.01% +19K +3.4% $10.87
276 TIGO Millicom International Cellular SA Communication Services 62,967.0 $5.7M 0.01% +61K +3272.6% $90.76 +3.2%
277 Globus Medical Inc 68,645.0 $5.4M 0.01% +68K +10000.0% $79.01
278 TRGP Targa Resources Corp Energy 18,806.0 $5.0M 0.01% +1K +8.0% $268.14 +11.5%
279 AIZ Assurant Inc Financial Services 18,400.0 $4.9M 0.01% +14K +298.4% $268.53 +5.8%
280 LNG Cheniere Energy Inc Energy 20,634.0 $4.9M 0.01% +480.0 +2.4% $239.01 +16.1%
Page 14 of 18  ·  352 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 11.7%
Consumer Cyclical 10.9%
Healthcare 9.7%
Communication Services 8.1%
Industrials 7.9%
Consumer Defensive 4.3%
Basic Materials 2.0%
Real Estate 1.9%
Utilities 1.9%