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Portfolio (Quarterly) Guide ↗

NORDEA INVESTMENT MANAGEMENT AB

· CIK 0001218210
13F Portfolio $107.2B AUM 1,994 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 358 Added 395 Reduced 39 Exited
Page 15 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KINIKSA PHARMACEUTICALS INTL 106,635.0 $5.1M 0.01% -4K -3.7% $48.02
282 WLY WILEY JOHN & SONS INC Communication Services 134,248.0 $5.1M 0.01% -7K -5.2% $38.02 +10.6%
283 VIR VIR BIOTECHNOLOGY INC Healthcare 580,755.0 $5.1M 0.01% -29K -4.8% $8.77 +7.9%
284 ARVN ARVINAS INC Healthcare 474,503.0 $5.1M 0.01% -21K -4.2% $10.65 -16.4%
285 HAE HAEMONETICS CORP MASS Healthcare 90,711.0 $5.0M 0.01% -5K -4.8% $55.67 +21.7%
286 HLMN HILLMAN SOLUTIONS CORP Industrials 628,313.0 $5.0M 0.01% -26K -3.9% $8.03 -6.2%
287 ACAD ACADIA PHARMACEUTICALS INC Healthcare 228,125.0 $4.9M 0.01% -10K -4.0% $21.67 -1.0%
288 CHWY CHEWY INC Consumer Cyclical 185,689.0 $4.9M 0.01% -6K -3.0% $26.45 -19.0%
289 MGNI MAGNITE INC Communication Services 421,008.0 $4.9M 0.01% -24K -5.4% $11.65 +19.7%
290 ATRO ASTRONICS CORP Industrials 75,230.0 $4.9M 0.01% -4K -4.5% $64.93 +37.6%
291 TENB TENABLE HLDGS INC Technology 287,604.0 $4.9M 0.01% -15K -4.9% $16.97 +52.1%
292 MD PEDIATRIX MEDICAL GROUP INC Healthcare 229,619.0 $4.9M 0.01% -10K -4.3% $21.13 +2.1%
293 M MACYS INC Consumer Cyclical 265,850.0 $4.8M 0.00% -12K -4.3% $17.94 +24.9%
294 HQY HEALTHEQUITY INC Healthcare 57,429.0 $4.7M 0.00% -3K -4.7% $82.21 +8.8%
295 AZTA AZENTA INC Healthcare 226,943.0 $4.6M 0.00% -12K -5.0% $20.45 +9.5%
296 MRCY MERCURY SYS INC Industrials 64,402.0 $4.6M 0.00% -3K -4.4% $71.95 +47.2%
297 ROCK GIBRALTAR INDS INC Industrials 117,469.0 $4.6M 0.00% -5K -4.2% $39.29 +0.3%
298 FVRR FIVERR INTL LTD Communication Services 457,536.0 $4.5M 0.00% -21K -4.3% $9.88 +10.8%
299 CHE CHEMED CORP NEW Healthcare 11,937.0 $4.5M 0.00% -418.0 -3.4% $378.55 +16.3%
300 SKM SK TELECOM CO LTD Communication Services 157,962.0 $4.5M 0.00% -310K -66.3% $28.57 +29.4%
Page 15 of 20  ·  395 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 32.9%
Healthcare 12.3%
Industrials 12.2%
Financial Services 10.7%
Communication Services 9.0%
Consumer Cyclical 8.7%
Consumer Defensive 4.7%
Utilities 3.4%
Basic Materials 3.2%
Real Estate 1.9%