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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 40 of 45  ·  898 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 TRVI TREVI THERAPEUTICS INC Healthcare 34,554.0 $644K 0.00% -2K -5.2% $18.65 -3.7%
782 HTO SJW GROUP Utilities 10,596.0 $644K 0.00% -410.0 -3.7% $60.77 +4.5%
783 ATLANTA BRAVES HLDGS INC 12,301.0 $638K 0.00% -7K -36.3% $51.90
784 LGIH LGI HOMES INC Consumer Cyclical 10,020.0 $638K 0.00% -1K -12.2% $63.68 -8.7%
785 AVPT AVEPOINT INC Technology 56,317.0 $631K 0.00% -7K -11.0% $11.21 +19.3%
786 VAL VALARIS LTD Energy 8,675.0 $630K 0.00% -7K -44.8% $72.60 +20.9%
787 ACLS AXCELIS TECHNOLOGIES INC Technology 3,292.0 $624K 0.00% -5K -59.8% $189.45 -32.9%
788 EXPO EXPONENT INC Industrials 10,564.0 $621K 0.00% -240.0 -2.2% $58.76 +19.5%
789 CSTL CASTLE BIOSCIENCES INC Healthcare 25,221.0 $602K 0.00% -9K -26.7% $23.85 +43.4%
790 PATH UIPATH INC Technology 54,557.0 $593K 0.00% -18K -24.4% $10.87 +50.8%
791 THO THOR INDS INC Consumer Cyclical 7,853.0 $590K 0.00% -4K -34.6% $75.16 +5.8%
792 IBCP INDEPENDENT BK CORP MICH Financial Services 16,098.0 $581K 0.00% -907.0 -5.3% $36.07 +2.9%
793 DGII DIGI INTL INC Technology 7,535.0 $565K 0.00% -136.0 -1.8% $74.95 -0.1%
794 EPAC ENERPAC TOOL GROUP CORP Industrials 15,292.0 $548K 0.00% -4K -21.8% $35.86 +3.9%
795 XPRO EXPRO GROUP HOLDINGS NV Energy 36,929.0 $545K 0.00% -22K -37.2% $14.77 +23.4%
796 OSCR OSCAR HEALTH INC Healthcare 18,837.0 $537K 0.00% -300K -94.1% $28.52 +12.3%
797 STWD STARWOOD PPTY TR INC Real Estate 32,668.0 $535K 0.00% -10K -23.5% $16.38 -0.0%
798 HAYW HAYWARD HLDGS INC Industrials 30,383.0 $526K 0.00% -36K -54.1% $17.31 -15.8%
799 HURN HURON CONSULTING GROUP INC Industrials 5,825.0 $525K 0.00% -12K -66.8% $90.16 +79.3%
800 HCSG HEALTHCARE SVCS GROUP INC Healthcare 21,140.0 $519K 0.00% -2K -10.2% $24.56 -7.3%
Page 40 of 45  ·  898 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%