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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $13M AUM 706 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 132 New 322 Added 245 Reduced 38 Exited
Page 1 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WEX WEX INC COM Technology 98,341.0 $14K 0.11% NEW $0.14 +135791.3%
2 SNDK SANDISK CORP COM Technology 5,801.0 $13K 0.10% NEW $2.27 +71402.3%
3 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 1,419,244.0 $8K 0.07% NEW $0.01 +103847.5%
4 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 28,763.0 $7K 0.06% NEW $0.26 +125511.5%
5 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 58,504.0 $7K 0.06% NEW $0.12 +95068.2%
6 GFI GOLD FIELDS LTD SPONSORED ADR Basic Materials 187,280.0 $6K 0.05% NEW $0.03 +121716.8%
7 HONEYWELL INTL INC COM ADDED 22,923.0 $5K 0.04% NEW $0.22
8 R RYDER SYS INC COM Industrials 17,623.0 $5K 0.04% NEW $0.26 +98157.3%
9 PCTY PAYLOCITY HLDG CORP COM Technology 43,329.0 $5K 0.04% NEW $0.10 +140841.2%
10 THG HANOVER INS GROUP INC COM Financial Services 20,804.0 $4K 0.04% NEW $0.21 +103649.2%
11 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 133,471.0 $4K 0.03% NEW $0.03 +100090.7%
12 MTZ MASTEC INC COM Industrials 9,255.0 $4K 0.03% NEW $0.42 +67222.9%
13 HONEYWELL AEROSPACE INC COM ADDED 16,873.0 $4K 0.03% NEW $0.22
14 CIFR CIPHER DIGITAL INC COM Financial Services 146,253.0 $4K 0.03% NEW $0.02 +65597.5%
15 AGX ARGAN INC COM Industrials 4,265.0 $3K 0.03% NEW $0.80 +69150.5%
16 CDE COEUR MNG INC COM NEW Basic Materials 206,596.0 $3K 0.03% NEW $0.02 +113307.2%
17 CRS CARPENTER TECHNOLOGY CORP COM Industrials 4,819.0 $3K 0.02% NEW $0.62 +86126.5%
18 SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED 15,520.0 $3K 0.02% NEW $0.17
19 LUV SOUTHWEST AIRLS CO COM Industrials 50,692.0 $3K 0.02% NEW $0.05 +82520.0%
20 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 7,052.0 $2K 0.02% NEW $0.35 +71356.5%
Page 1 of 7  ·  132 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 38.5%
Financial Services 11.4%
Communication Services 10.1%
Healthcare 9.6%
Consumer Cyclical 9.3%
Industrials 8.3%
Consumer Defensive 5.7%
Basic Materials 2.1%
Utilities 2.0%
Energy 1.7%