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Portfolio (Quarterly) Guide ↗

PFA Pension, Forsikringsaktieselskab

· CIK 0001730073
13F Portfolio $39.4B AUM 419 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 161 Added 159 Reduced 27 Exited
Page 16 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PODD INSULET CORP Healthcare 149,332.0 $22.7M 0.06% +110K +276.9% $152.25 -2.7%
302 AXON AXON ENTERPRISE INC Industrials 40,391.0 $22.6M 0.06% $560.61 +12.0%
303 IDXX IDEXX LABS INC Healthcare 42,986.0 $22.6M 0.06% -5K -9.9% $526.44 +5.8%
304 SE SEA LTD Consumer Cyclical 228,286.0 $21.9M 0.06% +24K +11.5% $95.83 +22.6%
305 FICO FAIR ISAAC CORP Technology 17,926.0 $21.4M 0.05% +5K +38.2% $1194.81 -1.9%
306 CVNA CARVANA CO Consumer Cyclical 320,624.0 $21.1M 0.05% +256K +399.0% $65.82 +6.2%
307 STLD STEEL DYNAMICS INC Basic Materials 91,704.0 $21.0M 0.05% -131K -58.9% $229.46 -0.3%
308 SOFI SOFI TECHNOLOGIES INC Financial Services 1,158,258.0 $20.8M 0.05% $17.93 +5.5%
309 DAL DELTA AIR LINES INC Industrials 213,741.0 $20.0M 0.05% -5K -2.2% $93.66 -12.0%
310 NRG NRG ENERGY INC Utilities 133,156.0 $19.4M 0.05% -59K -30.7% $146.06 -22.6%
311 LULU LULULEMON ATHLETICA INC Consumer Cyclical 169,608.0 $19.4M 0.05% +100K +141.9% $114.18 +6.0%
312 BURL BURLINGTON STORES INC Consumer Cyclical 58,072.0 $18.4M 0.05% NEW $316.80 +3.1%
313 GDDY GODADDY INC Technology 213,242.0 $18.1M 0.05% -115K -35.0% $84.88 +14.4%
314 MDB MONGODB INC Technology 51,803.0 $17.4M 0.04% $335.90 +28.3%
315 APTIV PLC 277,915.0 $17.1M 0.04% +140K +101.0% $61.38
316 FEDEX FGHT HLDG CO INC 110,606.0 $16.7M 0.04% NEW $151.00
317 TEAM ATLASSIAN CORPORATION Technology 196,483.0 $15.3M 0.04% $77.79 +120.9%
318 HUBS HUBSPOT INC Technology 81,547.0 $14.9M 0.04% +40K +95.2% $182.51 +31.5%
319 MET METLIFE INC Financial Services 173,654.0 $14.7M 0.04% -766K -81.5% $84.61 +11.5%
320 RPRX ROYALTY PHARMA PLC Healthcare 261,865.0 $14.7M 0.04% -857K -76.6% $56.07 +9.3%
Page 16 of 21  ·  419 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 41.3%
Financial Services 13.6%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 8.2%
Communication Services 8.0%
Consumer Defensive 3.6%
Basic Materials 2.5%
Utilities 2.4%
Real Estate 1.5%