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Portfolio (Quarterly) Guide ↗

STOREBRAND ASSET MANAGEMENT AS

· CIK 0001685676
13F Portfolio $40.6B AUM 762 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 267 Added 361 Reduced 58 Exited
Page 14 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 LEGN LEGEND BIOTECH CORP Healthcare 33,660.0 $972K 0.00% +4K +13.8% $28.88 -24.4%
262 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,715.0 $766K 0.00% +1K +21.7% $99.29 -7.7%
263 NDSN NORDSON CORP Industrials 1,913.0 $577K 0.00% +1K +170.2% $301.69 +10.1%
264 HDB HDFC BANK LTD Financial Services 7,695.0 $199K +2K +34.5% $25.83 -8.6%
265 BYND BEYOND MEAT INC Consumer Defensive 219,178.0 $164K +109K +98.6% $0.75 +1869.3%
266 DUOL DUOLINGO INC Technology 1,075.0 $124K +367.0 +51.8% $115.02 +27.0%
267 DLO DLOCAL LTD Technology 9,351.0 $122K +7K +274.0% $12.99 +16.7%
Page 14 of 14  ·  267 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 38.2%
Financial Services 14.2%
Industrials 9.6%
Healthcare 9.4%
Consumer Cyclical 9.4%
Communication Services 7.7%
Consumer Defensive 4.1%
Real Estate 2.8%
Basic Materials 2.2%
Energy 1.3%