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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 144,054.0 $1K 0.01% NEW $0.01 +135402.4%
42 DUPONT DE NEMOURS INC COMMON STOCK ADDED 10,372.0 $1K 0.01% NEW $0.14
43 VENTURE GLOBAL INC COM CL A 122,051.0 $1K 0.01% NEW $0.01
44 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 99,692.0 $1K 0.01% NEW $0.01 +139483.8%
45 XPO XPO INC COM Industrials 6,194.0 $1K 0.01% NEW $0.21 +100182.4%
46 FEDEX FGHT HLDG CO INC COMMON STOCK ADDED 8,146.0 $1K 0.01% NEW $0.15
47 HP HELMERICH & PAYNE INC COM Energy 32,393.0 $1K 0.01% NEW $0.03 +135456.0%
48 AA ALCOA CORP COM Basic Materials 18,599.0 $970.0 0.01% NEW $0.05 +97803.6%
49 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 13,283.0 $832.0 0.01% NEW $0.06 +121865.7%
50 ALB ALBEMARLE CORP COM Basic Materials 4,515.0 $610.0 0.01% NEW $0.14 +99533.5%
51 NOV NOV INC COM Energy 19,968.0 $370.0 0.00% NEW $0.02 +114419.2%
52 RNG RINGCENTRAL INC CL A Technology 3,208.0 $125.0 0.00% NEW $0.04 +169077.1%
53 L LOEWS CORP COM Financial Services 1,085.0 $123.0 0.00% NEW $0.11 +99376.0%
54 SNX TD SYNNEX CORPORATION COM Technology 448.0 $120.0 0.00% NEW $0.27 +95794.4%
55 UNFI UNITED NAT FOODS INC COM Consumer Defensive 2,430.0 $111.0 0.00% NEW $0.05 +104083.5%
56 M MACYS INC COM Consumer Cyclical 4,596.0 $108.0 0.00% NEW $0.02 +100714.1%
57 BEN FRANKLIN RESOURCES INC COM Financial Services 2,831.0 $94.0 0.00% NEW $0.03 +103472.4%
58 ARW ARROW ELECTRS INC COM Technology 438.0 $93.0 0.00% NEW $0.21 +99740.5%
59 JD JD.COM INC SPON ADS CL A Consumer Cyclical 3,442.0 $88.0 0.00% NEW $0.03 +113681.6%
60 GTX GARRETT MOTION INC COM Consumer Cyclical 2,420.0 $88.0 0.00% NEW $0.04 +76748.8%
Page 3 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%