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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 37 of 45  ·  887 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 PRCT PROCEPT BIOROBOTICS CORP Healthcare 40,069.0 $905K 0.00% +1K +2.6% $22.58 -4.0%
722 AMCX AMC NETWORKS INC Communication Services 89,000.0 $888K 0.00% +34K +61.2% $9.98 +24.1%
723 CCC CCC INTELLIGENT SOLUTIONS HL Technology 169,325.0 $874K 0.00% +26K +18.2% $5.16 +44.6%
724 ALNT ALLIENT INC Technology 8,470.0 $872K 0.00% +2K +36.5% $102.93 -6.9%
725 SMR NUSCALE PWR CORP Utilities 85,951.0 $862K 0.00% +64K +300.0% $10.03 -6.3%
726 QUAD QUAD / GRAPHICS INC Industrials 102,002.0 $860K 0.00% +24K +30.4% $8.43 +22.3%
727 GHC GRAHAM HLDGS CO Consumer Defensive 749.0 $855K 0.00% +441.0 +143.2% $1141.42 +2.2%
728 HLIT HARMONIC INC Technology 52,170.0 $852K 0.00% +13K +32.2% $16.33 -23.6%
729 ACAD ACADIA PHARMACEUTICALS INC Healthcare 33,672.0 $852K 0.00% +593.0 +1.8% $25.30 +16.6%
730 SFNC SIMMONS 1ST NATL CORP Financial Services 35,937.0 $814K 0.00% +2K +7.3% $22.65 +1.6%
731 MILLROSE PPTYS INC 26,879.0 $808K 0.00% +11K +69.9% $30.05
732 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 19,427.0 $806K 0.00% +4K +28.5% $41.51 -27.7%
733 HNI HNI CORP Industrials 19,783.0 $799K 0.00% +2K +10.7% $40.41 +21.8%
734 UFPT UFP TECHNOLOGIES INC Healthcare 3,006.0 $797K 0.00% +140.0 +4.9% $265.13 +16.6%
735 ACIW ACI WORLDWIDE INC Technology 15,191.0 $764K 0.00% +3K +21.0% $50.29 +3.1%
736 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7,485.0 $763K 0.00% +737.0 +10.9% $101.88 +10.5%
737 INN SUMMIT HOTEL PPTYS INC Real Estate 108,543.0 $761K 0.00% +31K +40.8% $7.01 -12.1%
738 EQPT EQUIPMENTSHARE COM INC Industrials 37,828.0 $744K 0.00% +5K +15.7% $19.66 -5.8%
739 AIR AAR CORP Industrials 5,167.0 $739K 0.00% +143.0 +2.9% $142.93 -5.7%
740 WGO WINNEBAGO INDS INC Consumer Cyclical 23,513.0 $735K 0.00% +9K +63.8% $31.24 +1.7%
Page 37 of 45  ·  887 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%