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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $61.9B AUM 1,806 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 465 Added 359 Reduced 46 Exited
Page 33 of 47  ·  931 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MSTR STRATEGY INC Technology 58,213.0 $7.3M 0.01% +5K +9.4% $124.80 +1.9%
642 CDNA CAREDX INC Healthcare 417,744.0 $7.3M 0.01% +72K +21.0% $17.36 +26.4%
643 KBH KB HOME Consumer Cyclical 139,731.0 $7.2M 0.01% +3K +2.4% $51.75 -0.6%
644 FUTU FUTU HLDGS LTD Financial Services 52,515.0 $7.2M 0.01% +2K +4.6% $136.76 -33.4%
645 PHM PULTE GROUP INC Consumer Cyclical 60,892.0 $7.2M 0.01% +404.0 +0.7% $117.61 +0.1%
646 CIEN CIENA CORP Technology 18,286.0 $7.1M 0.01% +17K +1505.4% $388.23 +20.2%
647 ATHM AUTOHOME INC Communication Services 407,575.0 $7.1M 0.01% -2K -0.5% $17.37 -0.0%
648 NWSA NEWS CORP NEW Communication Services 281,018.0 $7.0M 0.01% +2K +0.9% $24.93 +8.5%
649 RBLX ROBLOX CORP Technology 122,837.0 $6.9M 0.01% +5K +4.2% $56.56 -25.2%
650 FIX COMFORT SYS USA INC Industrials 5,031.0 $6.9M 0.01% +3K +127.2% $1378.99 +34.3%
651 TEM TEMPUS AI INC Healthcare 153,418.0 $6.9M 0.01% -110K -41.7% $45.22 +7.5%
652 CHTR CHARTER COMMUNICATIONS INC Communication Services 32,135.0 $6.9M 0.01% +260.0 +0.8% $215.88 -38.8%
653 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 79,357.0 $6.9M 0.01% NEW $86.97 -1.2%
654 MAZE MAZE THERAPEUTICS INC Healthcare 226,227.0 $6.8M 0.01% NEW $29.85 -21.0%
655 FNF FIDELITY NATL FINL INC Financial Services 145,383.0 $6.7M 0.01% -4K -2.8% $46.38 +1.4%
656 EQ EQUILLIUM INC Healthcare 3,352,837.0 $6.7M 0.01% +986K +41.7% $2.00 +38.5%
657 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 286,969.0 $6.7M 0.01% -86K -23.0% $23.36 -27.4%
658 BUNGE GLOBAL SA 52,629.0 $6.7M 0.01% -4K -6.5% $127.20
659 BDSX BIODESIX INC Healthcare 458,438.0 $6.6M 0.01% +196K +74.7% $14.50 +3.1%
660 HR HEALTHCARE RLTY TR Real Estate 386,919.0 $6.6M 0.01% -4K -1.1% $16.99 +15.1%
Page 33 of 47  ·  931 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 31.4%
Healthcare 13.0%
Communication Services 11.1%
Consumer Cyclical 11.0%
Financial Services 9.9%
Industrials 8.0%
Real Estate 4.3%
Consumer Defensive 4.3%
Utilities 2.6%
Energy 2.5%