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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 32 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 OGN ORGANON & CO COMMON STOCK Healthcare 5,086.0 $69.0 0.00% NEW $0.01 +100735.5%
622 SKM SK TELECOM CO LTD SPONSORED ADR Communication Services 2,153.0 $69.0 0.00% NEW $0.03 +119750.3%
623 NML NEUBERGER ENGY INFRSTR & INC COM Financial Services 6,752.0 $68.0 0.00% -36K -84.2% $0.01 +105747.5%
624 SM SM ENERGY COMPANY COM Energy 2,606.0 $68.0 0.00% NEW $0.03 +135910.2%
625 CHRD CHORD ENERGY CORPORATION COM NEW Energy 588.0 $67.0 0.00% NEW $0.11 +126223.5%
626 TTMI TTM TECHNOLOGIES INC COM Technology 358.0 $67.0 0.00% NEW $0.19 +67070.4%
627 RBRK RUBRIK INC. CL A Technology 825.0 $66.0 0.00% NEW $0.08 +125587.5%
628 EDU NEW ORIENTAL ED & TECHNOLOGY SPON ADR Consumer Defensive 1,424.0 $65.0 0.00% NEW $0.05 +119340.7%
629 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 363.0 $65.0 0.00% NEW $0.18 +101858.3%
630 HNGE HINGE HEALTH INC CL A Healthcare 756.0 $63.0 NEW $0.08 +105788.0%
631 DY DYCOM INDS INC COM Industrials 122.0 $62.0 NEW $0.51 +81502.3%
632 AVT AVNET INC COM Technology 690.0 $61.0 NEW $0.09 +105549.2%
633 VMI VALMONT INDS INC COM Industrials 105.0 $61.0 NEW $0.58 +83789.8%
634 BTSG BRIGHTSPRING HEALTH SVCS INC COM Healthcare 865.0 $60.0 NEW $0.07 +85679.2%
635 KMX CARMAX INC COM Consumer Cyclical 1,131.0 $60.0 NEW $0.05 +108099.0%
636 LNTH LANTHEUS HLDGS INC COM Healthcare 544.0 $60.0 NEW $0.11 +90802.4%
637 NAVN NAVAN INC CL A Technology 2,614.0 $60.0 NEW $0.02 +127114.7%
638 SNEX STONEX GROUP INC COM Financial Services 506.0 $60.0 NEW $0.12 +55897.3%
639 VIAV VIAVI SOLUTIONS INC COM Technology 1,253.0 $60.0 NEW $0.05 +86294.4%
640 ARCB ARCBEST CORP COM Industrials 408.0 $59.0 NEW $0.14 +95890.6%
Page 32 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%