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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GAP GAP INC COM Consumer Cyclical 4,204.0 $79.0 0.00% NEW $0.02 +106862.5%
62 IRIDIUM COMMUNICATIONS INC COM 1,371.0 $75.0 0.00% NEW $0.05
63 FIVE FIVE BELOW INC COM Consumer Cyclical 402.0 $72.0 0.00% NEW $0.18 +135061.3%
64 PARR PAR PAC HOLDINGS INC COM NEW Energy 1,256.0 $70.0 0.00% NEW $0.06 +138293.3%
65 OGN ORGANON & CO COMMON STOCK Healthcare 5,086.0 $69.0 0.00% NEW $0.01 +101104.0%
66 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 2,153.0 $69.0 0.00% NEW $0.03 +120780.0%
67 SM SM ENERGY COMPANY COM Energy 2,606.0 $68.0 0.00% NEW $0.03 +138401.2%
68 CHRD CHORD ENERGY CORPORATION COM NEW Energy 588.0 $67.0 0.00% NEW $0.11 +129637.4%
69 TTMI TTM TECHNOLOGIES INC COM Technology 358.0 $67.0 0.00% NEW $0.19 +62085.1%
70 RBRK RUBRIK INC. CL A Technology 825.0 $66.0 0.00% NEW $0.08 +124625.0%
71 EDU NEW ORIENTAL ED & TECHNOLOGY SPON ADR Consumer Defensive 1,424.0 $65.0 0.00% NEW $0.05 +124511.0%
72 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 363.0 $65.0 0.00% NEW $0.18 +104538.9%
73 HNGE HINGE HEALTH INC CL A Healthcare 756.0 $63.0 NEW $0.08 +106052.0%
74 DY DYCOM INDS INC COM Industrials 122.0 $62.0 NEW $0.51 +79152.8%
75 AVT AVNET INC COM Technology 690.0 $61.0 NEW $0.09 +99825.6%
76 VMI VALMONT INDS INC COM Industrials 105.0 $61.0 NEW $0.58 +83268.3%
77 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 865.0 $60.0 NEW $0.07 +85434.1%
78 KMX CARMAX INC COM Consumer Cyclical 1,131.0 $60.0 NEW $0.05 +111020.8%
79 LNTH LANTHEUS HLDGS INC COM Healthcare 544.0 $60.0 NEW $0.11 +91001.9%
80 NAVN NAVAN INC CL A Technology 2,614.0 $60.0 NEW $0.02 +127027.5%
Page 4 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%