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Portfolio (Quarterly) Guide ↗

Maj Invest Holding A/S

· CIK 0001730525
13F Portfolio $2.2B AUM 40 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 6 Added 18 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical NEW
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology NEW

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 24.1%
Healthcare 17.1%
Industrials 15.9%
Financial Services 15.3%
Communication Services 14.3%
Consumer Cyclical 6.3%
Consumer Defensive 4.9%
Basic Materials 2.1%
Energy 0.0%