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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 30 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 LEN LENNAR CORP CL A Consumer Cyclical 3,591.0 $325.0 0.00% -5K -56.0% $0.09 +93752.2%
582 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 3,560.0 $319.0 0.00% -6K -60.8% $0.09 +75363.1%
583 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 2,139.0 $318.0 0.00% -1K -35.3% $0.15 +116327.5%
584 VRSN VERISIGN INC COM Technology 1,225.0 $308.0 0.00% -11K -89.6% $0.25 +109967.0%
585 TYL TYLER TECHNOLOGIES INC COM Technology 1,017.0 $297.0 0.00% -3K -74.0% $0.29 +113656.8%
586 ECC EAGLE POINT CR CO COM Financial Services 76,721.0 $285.0 0.00% -179K -70.0% $0.00 +101656.3%
587 EXPAND ENERGY CORPORATION COM 2,984.0 $272.0 0.00% -5K -62.4% $0.09
588 PSEC PROSPECT CAP CORP COM Financial Services 108,722.0 $251.0 0.00% -412K -79.1% $0.00 +97360.0%
589 CIM CHIMERA INVT CORP COM SHS Real Estate 18,637.0 $249.0 0.00% -88K -82.5% $0.01 +87696.0%
590 OKLO OKLO INC COM CL A Utilities 4,677.0 $245.0 0.00% -16K -77.7% $0.05 +78855.4%
591 CION CION INVT CORP COM Financial Services 38,565.0 $240.0 0.00% -145K -79.0% $0.01 +117523.3%
592 ACM AECOM COM Industrials 3,409.0 $238.0 0.00% -117K -97.2% $0.07 +88304.8%
593 GGG GRACO INC COM Industrials 3,029.0 $229.0 0.00% -8K -72.2% $0.08 +107052.5%
594 SBAC SBA COMMUNICATIONS CORP CL A Real Estate 1,278.0 $226.0 0.00% -3K -68.5% $0.18 +102479.3%
595 TTD THE TRADE DESK INC COM CL A Technology 12,518.0 $226.0 0.00% -23K -64.8% $0.02 +74232.5%
596 TEAM ATLASSIAN CORPORATION CL A Technology 2,706.0 $210.0 0.00% -10K -79.3% $0.08 +209937.1%
597 IOT SAMSARA INC COM CL A Technology 6,342.0 $206.0 0.00% -55K -89.7% $0.03 +121752.6%
598 KYN KAYNE ANDERSON ENERGY INFRST COM Financial Services 14,760.0 $204.0 0.00% -83K -84.8% $0.01 +107488.8%
599 TRU TRANSUNION COM Industrials 2,669.0 $193.0 0.00% -5K -66.8% $0.07 +109799.2%
600 SNAP SNAP INC CL A Communication Services 39,349.0 $175.0 0.00% -29K -42.8% $0.00 +114799.1%
Page 30 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%