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Portfolio (Quarterly) Guide ↗

Baader Bank Aktiengesellschaft

· CIK 0001542629
13F Portfolio $1.3B AUM 415 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 119 New 117 Added 149 Reduced 121 Exited
Page 4 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GNRC GENERAC HLDGS INC Industrials 18,370.0 $5.4M 0.41% NEW $292.81 -29.7%
62 IEX IDEX CORP Industrials 23,525.0 $5.3M 0.40% +11K +92.0% $226.95 +3.3%
63 MRK MERCK & CO INC Healthcare 40,582.0 $5.2M 0.39% NEW $128.50 +18.7%
64 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 5,336.0 $5.1M 0.39% -804.0 -13.1% $965.00 -11.9%
65 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 15,223.0 $5.0M 0.38% +978.0 +6.9% $330.46 -1.2%
66 NOW SERVICENOW INC Technology 48,555.0 $4.8M 0.36% +41K +557.9% $99.28 +29.4%
67 AMZN PUT AMAZON COM INC Consumer Cyclical 20,200.0 $4.8M 0.36% -4K -15.8% $238.34 +8.5%
68 CIEN CIENA CORP Technology 9,688.0 $4.8M 0.36% -4K -28.7% $490.56 -19.3%
69 SYK STRYKER CORPORATION Healthcare 14,933.0 $4.7M 0.35% -1K -7.4% $314.84 +4.6%
70 MSFT PUT MICROSOFT CORP Technology 12,600.0 $4.7M 0.35% +100.0 +0.8% $373.02 +29.5%
71 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 16,963.0 $4.6M 0.35% -4K -18.6% $271.95 -15.2%
72 ADI ANALOG DEVICES INC Technology 11,600.0 $4.6M 0.35% +7K +149.1% $397.17 -6.1%
73 SNPS SYNOPSYS INC Technology 10,269.0 $4.6M 0.34% -3K -20.3% $446.07 -10.8%
74 FIX COMFORT SYS USA INC Industrials 2,283.0 $4.5M 0.34% +876.0 +62.3% $1981.95 -16.5%
75 AGX ARGAN INC Industrials 5,600.0 $4.5M 0.34% +570.0 +11.3% $798.55 -37.2%
76 AMD PUT ADVANCED MICRO DEVICES INC Technology 7,500.0 $4.4M 0.33% -9K -55.1% $580.91 -18.5%
77 FANG PUT DIAMONDBACK ENERGY INC Energy 24,000.0 $4.2M 0.32% +20K +433.3% $175.78 +19.9%
78 CCJ CAMECO CORP Energy 41,208.0 $4.2M 0.32% -2K -4.6% $101.86 +0.6%
79 AAPL PUT APPLE INC Technology 14,500.0 $4.2M 0.32% -3K -18.5% $289.36 +6.9%
80 HEI HEICO CORP NEW Industrials 11,739.0 $4.2M 0.32% +2K +20.4% $356.19 -0.3%
Page 4 of 21  ·  415 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 36.1%
Communication Services 14.3%
Consumer Cyclical 12.2%
Industrials 9.1%
Healthcare 9.0%
Financial Services 8.9%
Basic Materials 5.1%
Energy 2.5%
Consumer Defensive 2.0%
Utilities 0.6%