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Portfolio (Quarterly) Guide ↗

Universal- Beteiligungs- und Servicegesellschaft mbH

· CIK 0002057170
13F Portfolio $61.6B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2053 New
Page 52 of 103  ·  2,053 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 DAYFORCE INC 53,740.0 $3.7M 0.01% NEW $69.17
1022 AIRBNB INC 3,750,000.0 $3.7M 0.01% NEW $0.99
1023 VRNS VARONIS SYS INC Technology 112,674.0 $3.7M 0.01% NEW $32.80 +27.8%
1024 ATEC ALPHATEC HLDGS INC Healthcare 175,423.0 $3.7M 0.01% NEW $21.04 -58.9%
1025 UNF UNIFIRST CORP MASS Industrials 19,107.0 $3.7M 0.01% NEW $192.98 +37.5%
1026 HUBG HUB GROUP INC Industrials 86,347.0 $3.7M 0.01% NEW $42.65 +2.2%
1027 SWKS SKYWORKS SOLUTIONS INC Technology 57,135.0 $3.7M 0.01% NEW $64.39 +6.4%
1028 CNK CINEMARK HLDGS INC Communication Services 157,995.0 $3.7M 0.01% NEW $23.24 +38.0%
1029 IMNM IMMUNOME INC Healthcare 170,002.0 $3.7M 0.01% NEW $21.48 -1.7%
1030 ARRY ARRAY TECHNOLOGIES INC Energy 387,691.0 $3.6M 0.01% NEW $9.40 -21.8%
1031 SOUTHSTATE BK CORP 38,593.0 $3.6M 0.01% NEW $94.11
1032 LSCC LATTICE SEMICONDUCTOR CORP Technology 49,061.0 $3.6M 0.01% NEW $73.79 +107.7%
1033 AXTA AXALTA COATING SYS LTD Basic Materials 111,977.0 $3.6M 0.01% NEW $32.31 +5.6%
1034 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 58,641.0 $3.6M 0.01% NEW $61.69 -22.8%
1035 RGEN REPLIGEN CORP Healthcare 21,831.0 $3.6M 0.01% NEW $165.67 -17.6%
1036 GLOB GLOBANT S A Technology 55,222.0 $3.6M 0.01% NEW $65.37 -55.7%
1037 CVLT COMMVAULT SYS INC Technology 28,663.0 $3.6M 0.01% NEW $125.86 +12.5%
1038 GWRE GUIDEWIRE SOFTWARE INC Technology 17,929.0 $3.6M 0.01% NEW $201.14 -38.6%
1039 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 115,276.0 $3.6M 0.01% NEW $31.24 +13.2%
1040 DAVE INC 16,164.0 $3.6M 0.01% NEW $221.41
Page 52 of 103  ·  2,053 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 33.8%
Financial Services 12.1%
Communication Services 11.3%
Consumer Cyclical 10.9%
Healthcare 10.1%
Industrials 7.5%
Consumer Defensive 4.1%
Real Estate 4.0%
Basic Materials 2.2%
Energy 2.2%