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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 25 of 31  ·  612 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MDB MONGODB INC CL A E Technology 4,394.0 $1.1M 0.01% -849.0 -16.2% $244.88 +35.9%
482 REGCO REGENCY CTRS CORP COM E Real Estate 14,090.0 $1.1M 0.01% +4K +39.7% $75.66 -70.3%
483 ALAB ASTERA LABS INC COM E Technology 9,720.0 $1.1M 0.01% NEW $109.57 +280.6%
484 SNA SNAP ON INC COM E Industrials 2,899.0 $1.1M 0.01% -1K -27.1% $363.23 +6.6%
485 DELL DELL TECHNOLOGIES INC CL C E Technology 6,403.0 $1.1M 0.01% -126K -95.2% $164.14 +149.5%
486 SUI SUN CMNTYS INC COM E Real Estate 8,315.0 $1.0M 0.01% +2K +26.2% $125.92 -5.9%
487 OKLO OKLO INC COM CL A E Utilities 21,014.0 $1.0M 0.01% NEW $49.59 +23.4%
488 OXY OCCIDENTAL PETE CORP COM E Energy 15,919.0 $1.0M 0.01% -16K -50.9% $65.02 -20.3%
489 CHD CHURCH & DWIGHT CO INC COM E Consumer Defensive 10,957.0 $1.0M 0.01% -9K -45.1% $93.36 +2.4%
490 PFG PRINCIPAL FINANCIAL GROUP IN COM E Financial Services 11,047.0 $995K 0.01% -2K -15.0% $90.07 +21.7%
491 SE SEA LTD SPONSORD ADS E Consumer Cyclical 11,706.0 $969K 0.01% -14K -54.5% $82.78 +10.3%
492 RS RELIANCE INC COM E Basic Materials 3,169.0 $963K 0.01% +638.0 +25.2% $303.88 +30.4%
493 TW TRADEWEB MKTS INC CL A E Financial Services 8,178.0 $962K 0.01% +3K +50.8% $117.63 -15.4%
494 ECC EAGLE POINT CREDIT COMPANY I COM E Financial Services 255,535.0 $961K 0.01% +8K +3.3% $3.76 -2.7%
495 ZBH ZIMMER BIOMET HOLDINGS INC COM E Healthcare 10,380.0 $939K 0.01% -2K -13.5% $90.46 -2.8%
496 H HYATT HOTELS CORP COM CL A E Consumer Cyclical 6,498.0 $934K 0.01% -857.0 -11.7% $143.74 +40.6%
497 ENTG ENTEGRIS INC COM E Technology 7,866.0 $922K 0.01% +4K +95.0% $117.21 +52.5%
498 GGG GRACO INC COM E Industrials 10,892.0 $922K 0.01% +4K +60.1% $84.65 -10.2%
499 TEAM ATLASSIAN CORPORATION CL A E Technology 13,081.0 $893K 0.01% +2K +22.6% $68.27 +21.2%
500 EXPAND ENERGY CORPORATION COM E 7,944.0 $872K 0.01% -3K -27.7% $109.77
Page 25 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%