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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 61 of 104  ·  2,069 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 OPCH OPTION CARE HEALTH INC Healthcare 82,605.0 $2.2M 0.00% -6K -6.5% $26.92 -18.3%
1202 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 70,053.0 $2.2M 0.00% +38K +117.1% $31.72 +2.2%
1203 ASIX ADVANSIX INC Basic Materials 91,060.0 $2.2M 0.00% +1K +1.6% $24.40 -18.6%
1204 TDOC TELADOC HEALTH INC Healthcare 407,319.0 $2.2M 0.00% +34K +9.1% $5.45 +48.1%
1205 PCTY PAYLOCITY HLDG CORP Technology 20,504.0 $2.2M 0.00% -27K -56.8% $108.04 -6.5%
1206 PEN PENUMBRA INC Healthcare 6,735.0 $2.2M 0.00% -1K -14.7% $328.37 -3.4%
1207 BROWN FORMAN CORP 82,330.0 $2.2M 0.00% -67K -45.0% $26.82
1208 BHF BRIGHTHOUSE FINL INC Financial Services 36,441.0 $2.2M 0.00% -13K -26.3% $59.88 +5.6%
1209 EXLS EXLSERVICE HOLDINGS INC Technology 71,596.0 $2.2M 0.00% -119K -62.5% $30.45 -14.8%
1210 DXC DXC TECHNOLOGY CO Technology 172,080.0 $2.2M 0.00% +6K +3.8% $12.57 -31.6%
1211 PGNY PROGYNY INC Healthcare 127,150.0 $2.2M 0.00% -18K -12.7% $16.98 +53.6%
1212 SD SANDRIDGE ENERGY INC Energy 132,086.0 $2.2M 0.00% NEW $16.31 -14.0%
1213 ARDX ARDELYX INC Healthcare 357,180.0 $2.1M 0.00% +10K +2.8% $5.99 +1.0%
1214 UUUU ENERGY FUELS INC Energy 117,004.0 $2.1M 0.00% -23K -16.4% $18.28 -9.4%
1215 VCEL VERICEL CORP Healthcare 66,422.0 $2.1M 0.00% +5K +8.6% $32.17 +24.7%
1216 MICROSTRATEGY INC 1,838,000.0 $2.1M 0.00% +1.4M +310.3% $1.16
1217 MBC MASTERBRAND INC Consumer Cyclical 255,854.0 $2.1M 0.00% -5K -1.9% $8.31 +9.0%
1218 LC LENDINGCLUB CORP Financial Services 148,459.0 $2.1M 0.00% -179K -54.7% $14.32 +34.1%
1219 CWAN CLEARWATER ANALYTICS HLDGS I Technology 89,692.0 $2.1M 0.00% -99K -52.4% $23.65 +2.7%
1220 CIM CHIMERA INVT CORP Real Estate 168,757.0 $2.1M 0.00% +1K +0.8% $12.55 +5.8%
Page 61 of 104  ·  2,069 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%