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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 35 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RIOT RIOT PLATFORMS INC COM Financial Services 1,201.0 $33.0 NEW $0.03 +68720.9%
682 WULF TERAWULF INC COM Financial Services 1,329.0 $33.0 NEW $0.02 +62806.0%
683 CAVA CAVA GROUP INC COM Consumer Cyclical 412.0 $32.0 NEW $0.08 +87759.0%
684 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 5,868.0 $32.0 -19K -76.7% $0.01 +86086.3%
685 CNI CANADIAN NATL RY CO COM Industrials 248.0 $30.0 -1K -85.6% $0.12 +104514.7%
686 BXP BXP INC COM Real Estate 442.0 $29.0 -2K -80.8% $0.07 +100782.7%
687 ADT ADT INC DEL COM Industrials 3,964.0 $26.0 NEW $0.01 +109977.2%
688 GH GUARDANT HEALTH INC COM Healthcare 170.0 $26.0 NEW $0.15 +104593.8%
689 MOD MODINE MFG CO COM Consumer Cyclical 99.0 $26.0 NEW $0.26 +76305.2%
690 RXO RXO INC COMMON STOCK Industrials 934.0 $26.0 NEW $0.03 +81193.9%
691 TAL TAL ED GROUP SPONSORED ADS Consumer Defensive 2,672.0 $26.0 NEW $0.01 +123531.4%
692 TEX TEREX CORP NEW COM Industrials 353.0 $26.0 NEW $0.07 +87376.1%
693 UNIT UNITI GROUP LLC COM SHS Real Estate 2,288.0 $26.0 NEW $0.01 +87108.0%
694 WFG WEST FRASER TIMBER CO LTD COM Basic Materials 391.0 $26.0 -2K -84.2% $0.07 +101033.7%
695 FBP FIRST BANCORP CORPORATION COM NEW Financial Services 961.0 $25.0 NEW $0.03 +112759.8%
696 ILPT INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT Real Estate 2,808.0 $25.0 -13K -82.1% $0.01 +94585.8%
697 UEC URANIUM ENERGY CORP COM Energy 2,345.0 $25.0 NEW $0.01 +102704.8%
698 HRI HERC HLDGS INC COM Industrials 167.0 $24.0 NEW $0.14 +115978.9%
699 FUL FULLER H B CO COM Basic Materials 400.0 $23.0 NEW $0.06 +104056.5%
700 PNNT PENNANTPARK INVT CORP COM Financial Services 5,361.0 $19.0 -13K -71.3% $0.00 +103452.0%
Page 35 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%