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Portfolio (Quarterly) Guide ↗

Optiver Holding B.V.

· CIK 0001859606
13F Portfolio $370.7B AUM 2,950 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 2757 New
Page 66 of 138  ·  2,757 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 KYMR KYMERA THERAPEUTICS INC Healthcare 297.0 $34K NEW $114.67 +5.6%
1302 ROAD CONSTRUCTION PARTNERS INC Industrials 285.0 $34K NEW $118.77 -8.7%
1303 TWST TWIST BIOSCIENCE CORP Healthcare 329.0 $34K NEW $102.88 +36.9%
1304 VCTR VICTORY CAP HLDGS INC DEL Financial Services 400.0 $34K NEW $84.06 +38.0%
1305 DAVE INC 90.0 $34K NEW $372.59
1306 PGEN PRECIGEN INC Healthcare 5,871.0 $33K NEW $5.70 +25.8%
1307 LC HAPPEN INC Financial Services 1,613.0 $33K NEW $20.74 -3.8%
1308 OUSTER INC 533.0 $33K NEW $62.52
1309 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,060.0 $33K NEW $31.43 +0.2%
1310 HAFN HAFNIA LTD Industrials 5,017.0 $33K NEW $6.64 +22.4%
1311 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 495.0 $33K NEW $67.12 -6.1%
1312 COGT COGENT BIOSCIENCES INC Healthcare 857.0 $33K NEW $38.70 -6.4%
1313 FIS FIDELITY NATL INFORMATION SV Technology 852.0 $33K NEW $38.88 +6.5%
1314 RNST RENASANT CORP Financial Services 778.0 $33K NEW $42.54 -2.6%
1315 UNF UNIFIRST CORP MASS Industrials 125.0 $33K NEW $264.46 +10.3%
1316 KAI KADANT INC Industrials 105.0 $33K NEW $314.23 -0.5%
1317 SRRK SCHOLAR ROCK HLDG CORP Healthcare 598.0 $33K NEW $55.00 +5.8%
1318 MUR MURPHY OIL CORP Energy 1,009.0 $33K NEW $32.56 +10.6%
1319 NOVT NOVANTA INC Technology 202.0 $33K NEW $162.24 -14.0%
1320 LGN LEGENCE CORP Industrials 384.0 $33K NEW $85.23 -33.8%
Page 66 of 138  ·  2,757 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 54.7%
Financial Services 32.1%
Communication Services 4.6%
Consumer Cyclical 2.8%
Energy 2.1%
Consumer Defensive 1.7%
Healthcare 1.0%
Industrials 0.6%
Basic Materials 0.3%
Utilities 0.1%