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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 28 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 25,330.0 $674.0 0.01% +25K +5006.9% $0.03 +95921.0%
542 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 523.0 $668.0 0.01% -563.0 -51.8% $1.28 +109484.9%
543 CNNE CANNAE HLDGS INC COM Consumer Cyclical 45,857.0 $660.0 0.01% -861.0 -1.8% $0.01 +104051.0%
544 ENTG ENTEGRIS INC COM Technology 3,661.0 $658.0 0.01% -4K -53.5% $0.18 +83504.9%
545 J JACOBS SOLUTIONS INC COM Industrials 5,042.0 $635.0 0.01% -4K -44.7% $0.13 +113333.1%
546 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 24,756.0 $625.0 0.01% +17K +240.6% $0.03 +95121.5%
547 TSN TYSON FOODS INC CL A Consumer Defensive 10,919.0 $625.0 0.01% -11K -50.9% $0.06 +101210.9%
548 ALB ALBEMARLE CORP COM Basic Materials 4,515.0 $610.0 0.01% NEW $0.14 +98127.2%
549 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 2,028.0 $600.0 0.01% +2K +435.1% $0.30 +113552.5%
550 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 20,348.0 $597.0 0.01% -36K -64.1% $0.03 +127407.3%
551 GSBD GOLDMAN SACHS BDC INC SHS Financial Services 62,734.0 $595.0 0.01% -302K -82.8% $0.01 +103226.6%
552 TRGP TARGA RES CORP COM Energy 2,212.0 $593.0 0.01% -4K -65.9% $0.27 +110973.7%
553 OAKTREE SPECIALTY LENDING COM 49,487.0 $591.0 0.01% -191K -79.5% $0.01
554 CGBD CARLYLE SECURED LENDING INC COM Financial Services 52,475.0 $553.0 0.00% -230K -81.4% $0.01 +106273.4%
555 FSK FS KKR CAP CORP COM Financial Services 51,329.0 $539.0 0.00% -156K -75.2% $0.01 +113319.0%
556 CG CARLYLE GROUP INC COM Financial Services 12,648.0 $533.0 0.00% -37K -74.7% $0.04 +114681.2%
557 IONQ IONQ INC COM Technology 9,986.0 $532.0 0.00% +3K +33.7% $0.05 +82716.2%
558 ARI APOLLO COML REAL ESTATE FIN COM Real Estate 49,692.0 $531.0 0.00% -214K -81.2% $0.01 +63722.9%
559 LEIDOS HOLDINGS INC COM 4,983.0 $513.0 0.00% -41K -89.2% $0.10
560 PFG PRINCIPAL FINANCIAL GROUP IN COM Financial Services 4,704.0 $507.0 0.00% -6K -57.4% $0.11 +104872.5%
Page 28 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%