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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 1,278.0 $39.0 NEW $0.03 +118065.8%
102 MKSI MKS INC. COM Technology 88.0 $39.0 NEW $0.44 +63503.7%
103 SMTC SEMTECH CORP COM Technology 229.0 $37.0 NEW $0.16 +77190.6%
104 ARWR ARROWHEAD PHARMACEUTICALS IN COM Healthcare 435.0 $35.0 NEW $0.08 +108612.7%
105 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 3,453.0 $35.0 NEW $0.01 +95202.8%
106 YOU CLEAR SECURE INC COM CL A Technology 622.0 $35.0 NEW $0.06 +76139.4%
107 FAF FIRST AMERN FINL CORP COM Financial Services 512.0 $35.0 NEW $0.07 +105211.1%
108 HQY HEALTHEQUITY INC COM Healthcare 388.0 $35.0 NEW $0.09 +115490.7%
109 BCO BRINKS CO COM Industrials 365.0 $34.0 NEW $0.09 +121337.6%
110 CECO CECO ENVIRONMENTAL CORP COM Industrials 374.0 $34.0 NEW $0.09 +80200.0%
111 CENX CENTURY ALUM CO COM Basic Materials 741.0 $34.0 NEW $0.05 +94486.5%
112 KEX KIRBY CORP COM Industrials 251.0 $34.0 NEW $0.14 +102677.1%
113 MTDR MATADOR RES CO COM Energy 688.0 $34.0 NEW $0.05 +118114.6%
114 NMRK NEWMARK GROUP INC CL A Real Estate 2,248.0 $34.0 NEW $0.02 +105556.0%
115 BPOP POPULAR INC COM NEW Financial Services 207.0 $34.0 NEW $0.16 +102316.3%
116 INGRAM MICRO HLDG CORP COM 1,247.0 $34.0 NEW $0.03
117 APLD APPLIED DIGITAL CORP COM NEW Technology 877.0 $33.0 NEW $0.04 +76039.5%
118 MAC MACERICH CO COM Real Estate 1,329.0 $33.0 NEW $0.02 +99333.4%
119 RIOT RIOT PLATFORMS INC COM Financial Services 1,201.0 $33.0 NEW $0.03 +76254.5%
120 WULF TERAWULF INC COM Financial Services 1,329.0 $33.0 NEW $0.02 +66148.6%
Page 6 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%