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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 7 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSLA TESLA INC Consumer Cyclical 4,650.0 $2.0M 0.15% +2K +75.1% $420.60 -13.7%
122 APPS DIGITAL TURBINE INC Technology 149,569.0 $1.9M 0.14% -154K -50.7% $12.90 -15.7%
123 CMI CUMMINS INC Industrials 2,655.0 $1.9M 0.14% +930.0 +53.9% $713.21 -17.6%
124 SITM SITIME CORP Technology 2,500.0 $1.9M 0.14% NEW $745.56 -17.5%
125 NVMI NOVA LTD Technology 3,400.0 $1.8M 0.14% $542.94 -30.6%
126 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,970.0 $1.8M 0.14% +2K +336.8% $935.47 +1.3%
127 WDH WATERDROP INC Financial Services 1,603,508.0 $1.8M 0.14% $1.13 -11.5%
128 AXTI AXT INC Technology 25,000.0 $1.8M 0.14% NEW $72.08 -1.9%
129 DIS DISNEY WALT CO Communication Services 18,051.0 $1.7M 0.13% +6K +55.7% $96.25 +12.0%
130 CRH PLC 16,182.0 $1.7M 0.13% +1K +8.4% $107.00
131 NU NU HLDGS LTD Financial Services 127,691.0 $1.7M 0.13% -129K -50.3% $13.36 +9.1%
132 APP APPLOVIN CORP Technology 3,291.0 $1.7M 0.13% +2K +189.2% $515.23 -40.7%
133 ASTS AST SPACEMOBILE INC Technology 19,000.0 $1.7M 0.13% -549.0 -2.8% $88.86 -22.7%
134 CB CHUBB LIMITED Financial Services 4,941.0 $1.7M 0.13% +2K +78.5% $340.74 +0.1%
135 UPWK UPWORK INC Industrials 200,000.0 $1.7M 0.13% NEW $8.36 +3.0%
136 ROST ROSS STORES INC Consumer Cyclical 7,847.0 $1.7M 0.13% +4K +84.3% $212.85 +12.3%
137 DVN DEVON ENERGY CORP NEW Energy 39,987.0 $1.7M 0.12% NEW $41.32 +18.8%
138 VZ VERIZON COMMUNICATIONS INC Communication Services 38,956.0 $1.6M 0.12% NEW $42.34 +16.8%
139 HOOD ROBINHOOD MKTS INC Financial Services 15,818.0 $1.6M 0.12% +12K +270.3% $100.28 +7.8%
140 PONY AI INC 224,504.0 $1.6M 0.12% +20K +9.8% $6.95
Page 7 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%