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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 10 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LEIDOS HOLDINGS INC COM 4,983.0 $513.0 0.00% -41K -89.2% $0.10
182 PFG PRINCIPAL FINANCIAL GROUP IN COM Financial Services 4,704.0 $507.0 0.00% -6K -57.4% $0.11 +104872.5%
183 KREF KKR REAL ESTATE FIN TR INC COM Real Estate 72,073.0 $493.0 0.00% -215K -74.9% $0.01 +106328.3%
184 ACRE ARES COML REAL ESTATE CORP COM Real Estate 108,682.0 $489.0 0.00% -414K -79.2% $0.00 +102803.4%
185 LNG CHENIERE ENERGY INC COM NEW Energy 2,044.0 $489.0 0.00% -2K -48.9% $0.24 +114338.9%
186 MIDCAP FINANCIAL INVSTMNT CO COM NEW 45,787.0 $462.0 0.00% -204K -81.6% $0.01
187 INFY INFOSYS LTD SPONSORED ADR Technology 43,464.0 $456.0 0.00% -176K -80.2% $0.01 +112658.6%
188 BXMT BLACKSTONE MORTGAGE TRUST IN COM CL A Real Estate 26,100.0 $442.0 0.00% -118K -81.8% $0.02 +83632.6%
189 DKS DICKS SPORTING GOODS INC COM Consumer Cyclical 1,913.0 $434.0 0.00% -4K -66.7% $0.23 +84318.8%
190 TCPC BLACKROCK TCP CAPITAL CORP COM Financial Services 121,960.0 $410.0 0.00% -331K -73.1% $0.00 +121265.1%
191 WSO WATSCO INC COM Industrials 963.0 $401.0 0.00% -2K -71.7% $0.42 +75222.9%
192 MSDL MORGAN STANLEY DIRECT LENDIN COM SHS Financial Services 25,821.0 $390.0 0.00% -108K -80.7% $0.02 +101661.2%
193 SSNC SS&C TECH HLDGS COM Technology 6,173.0 $383.0 0.00% -14K -69.6% $0.06 +129694.2%
194 NCDL NUVEEN CHURCHILL DIRECT LEND COM SHS Financial Services 29,621.0 $368.0 0.00% -126K -81.0% $0.01 +98905.0%
195 BBDC BARINGS BDC INC COM Financial Services 42,893.0 $365.0 0.00% -204K -82.6% $0.01 +110246.6%
196 BCSF BAIN CAP SPECIALTY FIN INC COM STK Financial Services 28,938.0 $362.0 0.00% -132K -82.0% $0.01 +96386.6%
197 OXLC OXFORD LANE CAP CORP COM Financial Services 40,733.0 $357.0 0.00% -122K -75.0% $0.01 +105668.9%
198 NMFC NEW MTN FIN CORP COM Financial Services 48,505.0 $348.0 0.00% -195K -80.0% $0.01 +103739.7%
199 EL LAUDER ESTEE COS INC CL A Consumer Defensive 4,326.0 $342.0 0.00% -11K -71.3% $0.08 +106494.2%
200 HUBS HUBSPOT INC COM Technology 1,826.0 $333.0 0.00% -845.0 -31.6% $0.18 +123961.1%
Page 10 of 13  ·  245 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%