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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 21 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EPAM EPAM SYS INC COM Technology 27,317.0 $2K 0.02% -165.0 -0.6% $0.08 +135250.2%
402 GSAT GLOBALSTAR INC COM NEW Communication Services 26,521.0 $2K 0.02% NEW $0.08 +100782.9%
403 MPC MARATHON PETE CORP COM Energy 8,424.0 $2K 0.02% -2K -22.5% $0.26 +140284.4%
404 MSCI MSCI INC COM Financial Services 3,824.0 $2K 0.02% -1K -23.8% $0.56 +101162.8%
405 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 7,097.0 $2K 0.02% +1K +24.6% $0.30 +76056.5%
406 NXT NEXTPOWER INC CLASS A COM Technology 17,879.0 $2K 0.02% -50K -73.8% $0.12 +73044.4%
407 KDP KEURIG DR PEPPER INC COM Consumer Defensive 64,724.0 $2K 0.02% -36K -35.5% $0.03 +96909.6%
408 TPC TUTOR PERINI CORP COM Industrials 25,311.0 $2K 0.02% NEW $0.08 +107604.3%
409 NKE NIKE INC CL B Consumer Cyclical 51,089.0 $2K 0.02% +13K +32.6% $0.04 +98278.1%
410 MSTR STRATEGY INC CL A NEW Technology 23,621.0 $2K 0.02% +964.0 +4.2% $0.09 +127692.7%
411 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 27,484.0 $2K 0.02% -53K -65.7% $0.07 +101851.1%
412 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 17,927.0 $2K 0.02% -7K -27.1% $0.11 +100928.8%
413 IONS IONIS PHARMACEUTICALS INC COM Healthcare 25,727.0 $2K 0.02% NEW $0.08 +74079.5%
414 NDAQ NASDAQ INC COM Financial Services 25,558.0 $2K 0.02% -52K -67.2% $0.08 +124479.4%
415 AXON AXON ENTERPRISE INC COM Industrials 3,572.0 $2K 0.02% +449.0 +14.4% $0.56 +110834.0%
416 AZO AUTOZONE INC COM Consumer Cyclical 619.0 $2K 0.02% +218.0 +54.4% $3.20 +92043.8%
417 CNP CENTERPOINT ENERGY INC COM Utilities 44,790.0 $2K 0.02% +5K +11.7% $0.04 +91250.7%
418 JLL JONES LANG LASALLE INC COM Real Estate 6,352.0 $2K 0.02% NEW $0.31 +125110.9%
419 MCHP MICROCHIP TECHNOLOGY INC. COM Technology 21,327.0 $2K 0.01% -9K -28.7% $0.09 +83541.3%
420 PSTG EVERPURE INC CL A 24,613.0 $2K 0.01% -8K -25.4% $0.08
Page 21 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%