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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNEX STONEX GROUP INC COM Financial Services 506.0 $60.0 NEW $0.12 +55720.2%
82 VIAV VIAVI SOLUTIONS INC COM Technology 1,253.0 $60.0 NEW $0.05 +80426.1%
83 ARCB ARCBEST CORP COM Industrials 408.0 $59.0 NEW $0.14 +93871.4%
84 CORT CORCEPT THERAPEUTICS INC COM Healthcare 683.0 $59.0 NEW $0.09 +140030.8%
85 MATX MATSON INC COM Industrials 306.0 $59.0 NEW $0.19 +112326.5%
86 VOYA VOYA FINANCIAL INC COM Financial Services 655.0 $59.0 NEW $0.09 +108130.4%
87 BWA BORGWARNER INC COM Consumer Cyclical 876.0 $58.0 NEW $0.07 +97770.3%
88 CBT CABOT CORP COM Basic Materials 638.0 $58.0 NEW $0.09 +93323.0%
89 EWTX EDGEWISE THERAPEUTICS INC COM Healthcare 1,439.0 $58.0 NEW $0.04 +107304.0%
90 LEA LEAR CORP COM NEW Consumer Cyclical 436.0 $58.0 NEW $0.13 +94188.8%
91 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 704.0 $58.0 NEW $0.08 +86844.0%
92 SMITHFIELD FOODS INC COM 2,374.0 $58.0 NEW $0.02
93 OSCR OSCAR HEALTH INC CL A Healthcare 2,002.0 $57.0 NEW $0.03 +110782.7%
94 VC VISTEON CORP COM NEW Consumer Cyclical 579.0 $57.0 NEW $0.10 +106903.3%
95 CROX CROCS INC COM Consumer Cyclical 467.0 $56.0 NEW $0.12 +102548.3%
96 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 674.0 $56.0 NEW $0.08 +101120.4%
97 LIONSGATE STUDIOS CORP COM 3,638.0 $56.0 NEW $0.02
98 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services 10,059.0 $48.0 NEW $0.00 +103004.8%
99 FORM FORMFACTOR INC COM Technology 263.0 $42.0 NEW $0.16 +72356.5%
100 DOCN DIGITALOCEAN HLDGS INC COM Technology 246.0 $39.0 NEW $0.16 +72028.5%
Page 5 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%