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Portfolio (Quarterly) Guide ↗

NORDEA INVESTMENT MANAGEMENT AB

· CIK 0001218210
13F Portfolio $116.4B AUM 1,984 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 859 New
Page 26 of 43  ·  859 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 QTWO Q2 HLDGS INC Technology 102,108.0 $7.4M 0.01% NEW $72.92 -24.8%
502 ADSK AUTODESK INC Technology 24,877.0 $7.4M 0.01% NEW $296.88 -26.5%
503 DAL DELTA AIR LINES INC DEL Industrials 106,043.0 $7.4M 0.01% NEW $69.60 +21.0%
504 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 157,306.0 $7.4M 0.01% NEW $46.76 +1.9%
505 MDB MONGODB INC Technology 17,341.0 $7.4M 0.01% NEW $424.00 -26.3%
506 MGNI MAGNITE INC Communication Services 445,016.0 $7.3M 0.01% NEW $16.49 +15.5%
507 ATR APTARGROUP INC Healthcare 59,870.0 $7.3M 0.01% NEW $122.16 +7.3%
508 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 185,214.0 $7.3M 0.01% NEW $39.34 -3.9%
509 REXR REXFORD INDL RLTY INC Real Estate 187,818.0 $7.3M 0.01% NEW $38.78 -4.0%
510 PRIM PRIMORIS SVCS CORP Industrials 58,331.0 $7.2M 0.01% NEW $123.11 -29.6%
511 MNDY MONDAY COM LTD Technology 49,093.0 $7.2M 0.01% NEW $146.09 -46.8%
512 TENB TENABLE HLDGS INC Technology 302,495.0 $7.2M 0.01% NEW $23.64 +65.5%
513 AON AON PLC Financial Services 19,985.0 $7.1M 0.01% NEW $355.19 +3.6%
514 SYNA SYNAPTICS INC Technology 94,588.0 $7.0M 0.01% NEW $74.51 +52.5%
515 CSX CSX CORP Industrials 192,411.0 $7.0M 0.01% NEW $36.37 +38.6%
516 GSAT GLOBALSTAR INC Communication Services 112,668.0 $7.0M 0.01% NEW $61.71 +29.1%
517 DGII DIGI INTL INC Technology 158,313.0 $6.9M 0.01% NEW $43.81 +45.4%
518 SNOW SNOWFLAKE INC Technology 31,373.0 $6.9M 0.01% NEW $220.58 +20.8%
519 LRN STRIDE INC Consumer Defensive 104,967.0 $6.8M 0.01% NEW $65.25 +33.0%
520 CORPAY INC 22,470.0 $6.8M 0.01% NEW $303.65
Page 26 of 43  ·  859 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 35.2%
Healthcare 12.0%
Financial Services 11.5%
Industrials 11.2%
Communication Services 9.6%
Consumer Cyclical 8.7%
Consumer Defensive 4.1%
Basic Materials 2.7%
Utilities 2.7%
Real Estate 1.7%