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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 29 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 INVA INNOVIVA INC Healthcare 119,753.0 $2.7M 0.00% +5K +4.1% $22.71 -7.2%
562 HQY HEALTHEQUITY INC Healthcare 29,788.0 $2.7M 0.00% +1K +4.7% $90.32 +16.7%
563 MBC MASTERBRAND INC Consumer Cyclical 260,831.0 $2.7M 0.00% +5K +1.9% $10.29 -11.5%
564 AVA AVISTA CORP Utilities 65,578.0 $2.7M 0.00% +32K +93.2% $40.91 -8.2%
565 UPST UPSTART HLDGS INC Financial Services 74,260.0 $2.6M 0.00% +3K +4.9% $35.43 -14.5%
566 CAC CAMDEN NATL CORP Financial Services 47,689.0 $2.6M 0.00% +688.0 +1.5% $54.22 +4.5%
567 PCOR PROCORE TECHNOLOGIES INC Technology 63,019.0 $2.6M 0.00% +6K +10.3% $40.62 +56.3%
568 CLSK CLEANSPARK INC Technology 175,923.0 $2.6M 0.00% +10K +6.0% $14.55 -17.7%
569 GNTX GENTEX CORP Consumer Cyclical 98,582.0 $2.5M 0.00% +33K +50.1% $25.27 -6.5%
570 VSAT VIASAT INC Technology 27,718.0 $2.5M 0.00% +17K +148.9% $89.81 -16.8%
571 TENB TENABLE HLDGS INC Technology 67,371.0 $2.5M 0.00% +4K +6.7% $36.88 -6.8%
572 ETSY INC 32,791.0 $2.5M 0.00% +6K +22.3% $75.17
573 CYD CHINA YUCHAI INTL LTD Industrials 51,943.0 $2.5M 0.00% +17K +49.0% $47.41 -15.9%
574 CTBI COMMUNITY TR BANCORP INC Financial Services 33,867.0 $2.5M 0.00% +376.0 +1.1% $72.36 +5.7%
575 TEM TEMPUS AI INC Healthcare 41,758.0 $2.4M 0.00% +11K +34.9% $57.93 +25.5%
576 BEAM BEAM THERAPEUTICS INC Healthcare 70,464.0 $2.4M 0.00% +1K +2.1% $34.32 -13.3%
577 BAX BAXTER INTL INC Healthcare 109,631.0 $2.4M 0.00% +26K +31.6% $22.00 +19.7%
578 APOG APOGEE ENTERPRISES INC Industrials 52,578.0 $2.4M 0.00% +2K +4.0% $45.74 -9.1%
579 MLKN MILLERKNOLL INC Consumer Cyclical 116,564.0 $2.4M 0.00% +2K +2.1% $20.46 +12.6%
580 LCII LCI INDS Consumer Cyclical 22,180.0 $2.3M 0.00% +2K +10.7% $105.88 -3.7%
Page 29 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%