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Portfolio (Quarterly) Guide ↗

ASR Vermogensbeheer N.V.

· CIK 0001916757
13F Portfolio $9.7B AUM 460 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 208 Added 206 Reduced 111 Exited
Page 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 13,679 $635K 0.01% SOLD
82 TOST TOAST INC Technology 23,528 $624K 0.01% SOLD
83 SNAP SNAP INC Communication Services 128,625 $592K 0.01% SOLD
84 TW TRADEWEB MKTS INC Financial Services 4,865 $572K 0.01% SOLD
85 VSNT VERSANT MEDIA GROUP INC Industrials 15,021 $556K 0.01% SOLD
86 ESS ESSEX PPTY TR INC Real Estate 2,236 $541K 0.01% SOLD
87 IT GARTNER INC Technology 3,222 $510K 0.01% SOLD
88 NTNX NUTANIX INC Technology 12,060 $458K 0.01% SOLD
89 TYL TYLER TECHNOLOGIES INC Technology 1,216 $416K 0.01% SOLD
90 UDR UDR INC Real Estate 11,871 $401K 0.01% SOLD
91 TTD THE TRADE DESK INC Technology 17,659 $401K 0.01% SOLD
92 SUI SUN CMNTYS INC Real Estate 2,826 $356K 0.00% SOLD
93 FUTU FUTU HLDGS LTD Financial Services 2,554 $349K 0.00% SOLD
94 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 5,360 $335K 0.00% SOLD
95 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,597 $332K 0.00% SOLD
96 BSY BENTLEY SYS INC Technology 9,165 $322K 0.00% SOLD
97 BROOKFIELD ASSET MANAGMT LTD 7,212 $320K 0.00% SOLD
98 JKHY HENRY JACK & ASSOC INC Technology 2,021 $319K 0.00% SOLD
99 DOCU DOCUSIGN INC Technology 6,407 $304K 0.00% SOLD
100 GPC GENUINE PARTS CO Consumer Cyclical 2,714 $287K 0.00% SOLD
Page 5 of 6  ·  111 positions
Sector Allocation
Technology 36.2%
Financial Services 13.6%
Healthcare 11.9%
Consumer Cyclical 10.1%
Communication Services 8.4%
Industrials 8.1%
Consumer Defensive 4.1%
Utilities 2.7%
Energy 2.1%
Basic Materials 1.8%