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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 31 of 31  ·  612 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BXP BXP INC COM E Real Estate 2,300.0 $119K 0.00% -7K -75.3% $51.74 +25.1%
602 BSY BENTLEY SYS INC COM CL B E Technology 3,047.0 $107K 0.00% -10K -77.1% $35.12 -16.3%
603 ILPT INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT E Real Estate 15,687.0 $89K 0.00% $5.67 +42.8%
604 PNNT PENNANTPARK INVT CORP COM E Financial Services 18,664.0 $84K 0.00% $4.50 -23.6%
605 VSNT VERSANT MEDIA GROUP INC COM CL A E Industrials 1,148.0 $42K NEW $36.59 +4.4%
606 TSLX SIXTH STREET SPECIALTY LENDI COM E Financial Services 2,002.0 $37K +43.0 +2.2% $18.48 -10.1%
607 ARCC ARES CAPITAL CORP COM E Financial Services 1,778.0 $32K $18.00 +0.2%
608 GBDC GOLUB CAP BDC INC COM E Financial Services 2,494.0 $32K $12.83 -3.7%
609 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK E Financial Services 1,276.0 $30K +36.0 +2.9% $23.51 +0.4%
610 BLUE OWL CAPITAL CORPORATION COM E 2,675.0 $30K +76.0 +2.9% $11.21
611 FG F&G ANNUITIES & LIFE INC COMMON STOCK E Financial Services 496.0 $13K $26.21 +4.9%
612 TFII TRANSFORCE INC COM E Industrials 8,880.0 $9K -15K -63.3% $1.01 +14246.1%
Page 31 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%