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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $65.4B AUM 2,122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 887 Added 898 Reduced 118 Exited
Page 27 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PEN PENUMBRA INC Healthcare 10,730.0 $3.4M 0.01% +4K +59.3% $315.75 +3.0%
522 EBF ENNIS INC Industrials 159,379.0 $3.4M 0.01% +3K +2.2% $21.25 +1.5%
523 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 16,800.0 $3.4M 0.01% +13K +387.1% $201.08 +6.8%
524 ZETA ZETA GLOBAL HOLDINGS CORP Technology 171,009.0 $3.4M 0.01% +56K +49.1% $19.68 +47.7%
525 ROIV ROIVANT SCIENCES LTD Healthcare 94,559.0 $3.3M 0.01% +23K +31.7% $35.39 +2.6%
526 UPSTART HLDGS INC 2,905,000.0 $3.3M 0.01% +1.1M +62.3% $1.15
527 COGT COGENT BIOSCIENCES INC Healthcare 85,731.0 $3.3M 0.01% +40K +89.5% $38.70 -5.1%
528 WRBY WARBY PARKER INC Healthcare 108,793.0 $3.3M 0.01% +16K +17.4% $30.34 -9.6%
529 FRSH FRESHWORKS INC Technology 324,873.0 $3.3M 0.01% +300K +1229.5% $10.12 +28.3%
530 UPWK UPWORK INC Industrials 391,946.0 $3.3M 0.01% +200K +104.2% $8.36 +3.0%
531 BOX BOX INC Technology 123,257.0 $3.3M 0.01% +43K +53.1% $26.54 +24.0%
532 CSTM CONSTELLIUM SE Basic Materials 102,574.0 $3.3M 0.01% +74K +260.4% $31.87 -15.2%
533 NTLA INTELLIA THERAPEUTICS INC Healthcare 190,673.0 $3.2M 0.01% +4K +2.1% $16.92 -24.1%
534 PENG PENGUIN SOLUTIONS INC Technology 41,197.0 $3.1M 0.01% +29K +237.1% $76.01 -30.8%
535 EVRG EVERGY INC Utilities 36,111.0 $3.1M 0.01% +6K +21.1% $86.43 -6.4%
536 KLIC KULICKE & SOFFA INDS INC Technology 23,303.0 $3.1M 0.01% +16K +212.8% $133.76 -35.9%
537 WHD CACTUS INC Energy 60,809.0 $3.1M 0.01% +25K +71.0% $51.23 +35.5%
538 TFIN TRIUMPH FINANCIAL INC Financial Services 40,802.0 $3.1M 0.01% +11K +35.2% $76.31 -1.8%
539 ITRON INC 3,100,000.0 $3.1M 0.01% +500K +19.2% $1.00
540 PNW PINNACLE WEST CAP CORP Utilities 29,086.0 $3.1M 0.01% +804.0 +2.8% $107.00 -9.0%
Page 27 of 45  ·  887 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 37.4%
Financial Services 10.8%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Communication Services 8.1%
Consumer Defensive 4.4%
Real Estate 4.3%
Energy 2.6%
Basic Materials 2.4%