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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 31 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CCAP CRESCENT CAP BDC INC COM Financial Services 13,877.0 $152.0 0.00% -50K -78.3% $0.01 +98682.3%
602 SLRC SLR INVESTMENT CORP COM Financial Services 10,176.0 $126.0 0.00% -38K -79.0% $0.01 +102063.8%
603 RNG RINGCENTRAL INC CL A Technology 3,208.0 $125.0 0.00% NEW $0.04 +167203.6%
604 L LOEWS CORP COM Financial Services 1,085.0 $123.0 0.00% NEW $0.11 +99093.7%
605 TPL TEXAS PACIFIC LAND CORPORATI COM Energy 282.0 $123.0 0.00% -29.0 -9.3% $0.44 +83665.5%
606 SNX TD SYNNEX CORPORATION COM Technology 448.0 $120.0 0.00% NEW $0.27 +96892.0%
607 ZS ZSCALER INC COM Technology 821.0 $116.0 0.00% -8K -90.5% $0.14 +131330.8%
608 SAR SARATOGA INVT CORP COM NEW Financial Services 4,984.0 $111.0 0.00% -22K -81.6% $0.02 +83819.8%
609 UNFI UNITED NAT FOODS INC COM Consumer Defensive 2,430.0 $111.0 0.00% NEW $0.05 +102485.4%
610 ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A Technology 419.0 $110.0 0.00% -3K -88.0% $0.26 +139472.7%
611 M MACYS INC COM Consumer Cyclical 4,596.0 $108.0 0.00% NEW $0.02 +98756.6%
612 BEN FRANKLIN RESOURCES INC COM Financial Services 2,831.0 $94.0 0.00% NEW $0.03 +102267.8%
613 ARW ARROW ELECTRS INC COM Technology 438.0 $93.0 0.00% NEW $0.21 +100456.3%
614 GTX GARRETT MOTION INC COM Consumer Cyclical 2,420.0 $88.0 0.00% NEW $0.04 +76652.5%
615 JD JD.COM INC SPON ADS CL A Consumer Cyclical 3,442.0 $88.0 0.00% NEW $0.03 +112625.5%
616 FOX FOX CORP CL B COM Communication Services 1,781.0 $83.0 0.00% -174K -99.0% $0.05 +131286.3%
617 GAP GAP INC COM Consumer Cyclical 4,204.0 $79.0 0.00% NEW $0.02 +106756.1%
618 IRIDIUM COMMUNICATIONS INC COM 1,371.0 $75.0 0.00% NEW $0.05
619 FIVE FIVE BELOW INC COM Consumer Cyclical 402.0 $72.0 0.00% NEW $0.18 +133068.1%
620 PARR PAR PAC HOLDINGS INC COM NEW Energy 1,256.0 $70.0 0.00% NEW $0.06 +144357.9%
Page 31 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%