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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 20 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CDW CDW CORP COM Technology 17,419.0 $2K 0.02% +12K +202.9% $0.14 +97279.3%
382 FCNCA FIRST CTZNS BANCSHARES INC D CL A Financial Services 1,159.0 $2K 0.02% +754.0 +186.2% $2.08 +104206.2%
383 VTRS VIATRIS INC COM Healthcare 150,504.0 $2K 0.02% NEW $0.02 +101726.4%
384 ELF E L F BEAUTY INC COM Consumer Defensive 31,997.0 $2K 0.02% NEW $0.07 +132320.0%
385 ATAT ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS Consumer Cyclical 71,860.0 $2K 0.02% NEW $0.03 +106982.4%
386 SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B Basic Materials 30,805.0 $2K 0.02% NEW $0.07 +101525.4%
387 IBKR INTERACTIVE BROKERS GROUP IN COM CL A Financial Services 26,182.0 $2K 0.02% +3K +14.1% $0.09 +103915.7%
388 KTB KONTOOR BRANDS INC COM Consumer Cyclical 27,283.0 $2K 0.02% $0.08 +95882.4%
389 A AGILENT TECHNOLOGIES INC COM Healthcare 17,013.0 $2K 0.02% +986.0 +6.2% $0.13 +116883.2%
390 CARR CARRIER GLOBAL CORPORATION COM Industrials 30,793.0 $2K 0.02% +3K +10.0% $0.07 +83323.3%
391 BIIB BIOGEN INC COM Healthcare 10,446.0 $2K 0.02% +3K +32.5% $0.22 +102443.9%
392 HST HOST HOTELS & RESORTS INC COM Real Estate 95,001.0 $2K 0.02% -152K -61.5% $0.02 +97389.9%
393 DOV DOVER CORP COM Industrials 9,996.0 $2K 0.02% -2K -15.5% $0.22 +90131.5%
394 NRG NRG ENERGY INC COM NEW Utilities 15,344.0 $2K 0.02% +2K +19.4% $0.15 +82460.4%
395 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 90,865.0 $2K 0.02% NEW $0.02 +99420.7%
396 GRFS GRIFOLS S A SP ADR REP B NVT Healthcare 314,215.0 $2K 0.02% -2K -0.6% $0.01 +115559.4%
397 IRM IRON MTN INC DEL COM Real Estate 17,484.0 $2K 0.02% +15K +716.2% $0.13 +96568.8%
398 MTB M & T BK CORP COM Financial Services 9,204.0 $2K 0.02% -3K -27.3% $0.24 +102498.8%
399 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 11,618.0 $2K 0.02% -649.0 -5.3% $0.19 +76686.1%
400 CLX CLOROX CO DEL COM Consumer Defensive 22,784.0 $2K 0.02% -53K -70.1% $0.10 +111756.3%
Page 20 of 36  ·  706 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%