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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 23 of 31  ·  612 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SSNC SS&C TECH HLDGS COM E Technology 20,323.0 $1.4M 0.01% +9K +86.8% $67.56 -3.2%
442 MTD METTLER TOLEDO INTERNATIONAL COM E Healthcare 1,086.0 $1.4M 0.01% -686.0 -38.7% $1261.51 -9.2%
443 PSEC PROSPECT CAP CORP COM E Financial Services 520,592.0 $1.4M 0.01% $2.61 -15.3%
444 AZO AUTOZONE INC COM E Consumer Cyclical 401.0 $1.4M 0.01% -803.0 -66.7% $3376.56 -9.2%
445 TYL TYLER TECHNOLOGIES INC COM E Technology 3,916.0 $1.3M 0.01% +465.0 +13.5% $342.44 -18.6%
446 RJF RAYMOND JAMES FINL INC COM E Financial Services 9,236.0 $1.3M 0.01% -5K -34.5% $144.76 +7.7%
447 BRO BROWN & BROWN INC COM E Financial Services 20,436.0 $1.3M 0.01% +8K +67.9% $65.23 -9.4%
448 CIM CHIMERA INVT CORP COM SHS E Real Estate 106,205.0 $1.3M 0.01% $12.55 +5.8%
449 AXON AXON ENTERPRISE INC COM E Industrials 3,123.0 $1.3M 0.01% -2K -41.6% $424.59 -0.3%
450 INSM INSMED INC COM PAR $.01 E Healthcare 8,008.0 $1.3M 0.01% -23K -73.8% $163.46 -41.4%
451 DDOG DATADOG INC CL A COM E Technology 11,080.0 $1.3M 0.01% -43K -79.5% $118.05 +88.9%
452 EIX EDISON INTL COM E Utilities 17,706.0 $1.3M 0.01% -106K -85.7% $73.20 -1.8%
453 PSA PUBLIC STORAGE OPER CO COM E Real Estate 4,775.0 $1.3M 0.01% -1K -21.6% $270.79 +17.5%
454 SMCI SUPER MICRO COMPUTER INC COM NEW E Technology 56,624.0 $1.3M 0.01% +34K +150.7% $22.76 +34.7%
455 AKAM AKAMAI TECHNOLOGIES INC COM E Technology 10,983.0 $1.3M 0.01% -6K -35.6% $114.81 +8.8%
456 TTWO TAKE-TWO INTERACTIVE SOFTWAR COM E Communication Services 6,380.0 $1.3M 0.01% -2K -21.0% $197.49 +21.2%
457 CION CION INVT CORP COM E Financial Services 184,026.0 $1.3M 0.01% $6.84 -4.3%
458 DXCM DEXCOM INC COM E Healthcare 19,899.0 $1.2M 0.01% -48K -70.5% $62.82 +15.4%
459 VEEV VEEVA SYS INC CL A COM E Healthcare 7,060.0 $1.2M 0.01% -10K -58.1% $175.64 -12.7%
460 WSO WATSCO INC COM E Industrials 3,405.0 $1.2M 0.01% +2K +211.0% $363.88 +10.2%
Page 23 of 31  ·  612 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%