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Portfolio (Quarterly) Guide ↗

Aberdeen Group plc

· CIK 0001716774
13F Portfolio $71.2B AUM 1,805 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 444 Added 398 Reduced 48 Exited
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XPO XPO INC Industrials 5,185.0 $1.1M 0.00% NEW $205.29 +1.6%
42 DSGX DESCARTES SYS GROUP INC Technology 8,942.0 $619K 0.00% NEW $69.24 +9.9%
43 SIMO SILICON MOTION TECHNOLOGY CO Technology 1,426.0 $475K 0.00% NEW $333.33 -21.6%
44 USAR USA RARE EARTH INC Basic Materials 20,363.0 $439K 0.00% NEW $21.58 -12.0%
45 ENTG ENTEGRIS INC Technology 2,342.0 $421K 0.00% NEW $179.86 -14.2%
46 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,221.0 $357K 0.00% NEW $84.58 -5.9%
47 ASTS AST SPACEMOBILE INC Technology 3,412.0 $303K NEW $88.86 -24.7%
48 RNW RENEW ENERGY GLOBAL PLC Utilities 44,300.0 $277K NEW $6.25 +9.0%
49 CHAGEE HLDGS LTD 20,965.0 $252K NEW $12.02
50 AUGO AURA MINERALS INC Basic Materials 3,892.0 $245K NEW $62.95 +21.2%
51 AFRM AFFIRM HLDGS INC Technology 2,512.0 $205K NEW $81.55 -8.2%
Page 3 of 3  ·  51 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 34.9%
Healthcare 12.4%
Consumer Cyclical 11.0%
Communication Services 10.9%
Financial Services 9.1%
Industrials 8.0%
Real Estate 4.4%
Consumer Defensive 3.5%
Utilities 2.1%
Energy 2.0%