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Portfolio (Quarterly) Guide ↗

BI Asset Management Fondsmaeglerselskab A/S

· CIK 0001778131
13F Portfolio $9.6B AUM 612 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 252 Added 298 Reduced 75 Exited
Page 11 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VEEV VEEVA SYS INC CL A COM E Healthcare 7,060.0 $1.2M 0.01% -10K -58.1% $175.64 -12.7%
202 DTE DTE ENERGY CO COM E Utilities 8,383.0 $1.2M 0.01% -334.0 -3.8% $146.25 +0.9%
203 DHI D R HORTON INC COM E Consumer Cyclical 8,653.0 $1.2M 0.01% -2K -21.1% $137.18 +15.0%
204 J JACOBS SOLUTIONS INC COM E Industrials 9,122.0 $1.2M 0.01% -12K -57.5% $127.27 -5.0%
205 SYF SYNCHRONY FINANCIAL COM E Financial Services 17,024.0 $1.2M 0.01% -5K -23.1% $68.02 +10.6%
206 APOS APOLLO GLOBAL MGMT INC COM E Financial Services 10,272.0 $1.1M 0.01% -49K -82.6% $111.47 -77.0%
207 TROW PRICE T ROWE GROUP INC COM E Financial Services 12,650.0 $1.1M 0.01% -13K -50.6% $90.12 +19.5%
208 LNG CHENIERE ENERGY INC COM NEW E Energy 3,999.0 $1.1M 0.01% -29K -87.8% $283.82 -20.0%
209 MLM MARTIN MARIETTA MATLS INC COM E Basic Materials 1,909.0 $1.1M 0.01% -532.0 -21.8% $588.79 +3.5%
210 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS E Healthcare 37,249.0 $1.1M 0.01% -27K -42.1% $30.12 +4.5%
211 OKE ONEOK INC NEW COM E Energy 12,354.0 $1.1M 0.01% -12K -49.0% $90.42 -6.0%
212 COIN COINBASE GLOBAL INC COM CL A E Financial Services 6,391.0 $1.1M 0.01% -40K -86.3% $174.62 -6.5%
213 EL LAUDER ESTEE COS INC CL A E Consumer Defensive 15,077.0 $1.1M 0.01% -65K -81.2% $71.76 +18.2%
214 FAST FASTENAL CO COM E Industrials 23,234.0 $1.1M 0.01% -85K -78.5% $46.40 -1.1%
215 MDB MONGODB INC CL A E Technology 4,394.0 $1.1M 0.01% -849.0 -16.2% $244.88 +35.9%
216 SNA SNAP ON INC COM E Industrials 2,899.0 $1.1M 0.01% -1K -27.1% $363.23 +6.6%
217 DELL DELL TECHNOLOGIES INC CL C E Technology 6,403.0 $1.1M 0.01% -126K -95.2% $164.14 +149.5%
218 OXY OCCIDENTAL PETE CORP COM E Energy 15,919.0 $1.0M 0.01% -16K -50.9% $65.02 -20.3%
219 CHD CHURCH & DWIGHT CO INC COM E Consumer Defensive 10,957.0 $1.0M 0.01% -9K -45.1% $93.36 +2.4%
220 PFG PRINCIPAL FINANCIAL GROUP IN COM E Financial Services 11,047.0 $995K 0.01% -2K -15.0% $90.07 +21.7%
Page 11 of 15  ·  298 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 35.2%
Financial Services 12.1%
Healthcare 11.3%
Communication Services 10.9%
Consumer Cyclical 9.3%
Industrials 6.9%
Consumer Defensive 6.1%
Utilities 2.5%
Energy 2.2%
Basic Materials 2.0%