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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $58.1B AUM 2,069 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 126 New 825 Added 829 Reduced 110 Exited
Page 36 of 42  ·  825 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 RVLV REVOLVE GROUP INC Consumer Cyclical 43,566.0 $985K 0.00% +30K +233.0% $22.61 -6.1%
702 SLDE SLIDE INS HLDGS INC Financial Services 54,687.0 $984K 0.00% +19K +54.5% $18.00 -6.1%
703 SMBC SOUTHERN MO BANCORP INC Financial Services 15,312.0 $979K 0.00% +9K +148.7% $63.94 +11.9%
704 ALGM ALLEGRO MICROSYSTEMS INC Technology 30,863.0 $973K 0.00% +14K +80.6% $31.53 +69.0%
705 APPF APPFOLIO INC Technology 6,084.0 $960K 0.00% +661.0 +12.2% $157.82 +0.0%
706 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 48,822.0 $955K 0.00% +10K +25.7% $19.56 -18.3%
707 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 35,800.0 $939K 0.00% +14K +65.0% $26.24 +25.0%
708 STEP STEPSTONE GROUP INC Financial Services 19,445.0 $928K 0.00% +2K +11.7% $47.72 +1.2%
709 AMTM AMENTUM HOLDINGS INC Industrials 34,641.0 $903K 0.00% +1K +4.3% $26.08 -15.0%
710 WTM WHITE MTNS INS GROUP LTD Financial Services 405.0 $890K 0.00% +46.0 +12.8% $2196.96 -7.5%
711 SFBS SERVISFIRST BANCSHARES INC Financial Services 12,196.0 $888K 0.00% +9K +274.3% $72.83 +12.1%
712 HAYW HAYWARD HLDGS INC Industrials 66,177.0 $885K 0.00% +8K +14.6% $13.38 +10.5%
713 PRVA PRIVIA HEALTH GROUP INC Healthcare 42,918.0 $883K 0.00% +4K +9.4% $20.57 +14.4%
714 HLIO HELIOS TECHNOLOGIES INC Industrials 13,633.0 $882K 0.00% +4K +34.9% $64.71 +32.5%
715 APPS DIGITAL TURBINE INC Technology 304,499.0 $877K 0.00% +49K +19.2% $2.88 +226.4%
716 IVT INVENTRUST PPTYS CORP Real Estate 28,718.0 $875K 0.00% +876.0 +3.1% $30.46 +13.3%
717 NIOCORP DEVS LTD 193,000.0 $861K 0.00% +105K +119.3% $4.46
718 CCC CCC INTELLIGENT SOLUTIONS HL Technology 143,279.0 $860K 0.00% +24K +19.7% $6.00 -21.5%
719 RLI RLI CORP Financial Services 14,915.0 $851K 0.00% +938.0 +6.7% $57.04 -5.2%
720 GVA GRANITE CONSTR INC Industrials 7,095.0 $851K 0.00% +893.0 +14.4% $119.88 +21.1%
Page 36 of 42  ·  825 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 32.0%
Financial Services 11.2%
Communication Services 11.0%
Consumer Cyclical 10.5%
Healthcare 10.1%
Industrials 8.2%
Consumer Defensive 4.8%
Real Estate 4.2%
Energy 3.2%
Basic Materials 2.6%