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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 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYNA SYNAPTICS INC Technology 8,252.0 $1.0M 0.00% NEW $124.23 -21.4%
62 PURR HYPERLIQUID STRATEGIES INC Basic Materials 130,000.0 $1.0M 0.00% NEW $7.87 +34.4%
63 NEXTERA ENERGY INC 20,000.0 $1.0M 0.00% NEW $50.17
64 NVTS NAVITAS SEMICONDUCTOR CORP Technology 53,834.0 $965K 0.00% NEW $17.92 -27.6%
65 RAPID7 INC 1,000,000.0 $964K 0.00% NEW $0.96
66 INGRAM MICRO HLDG CORP 33,456.0 $918K 0.00% NEW $27.43
67 RAPID7 INC 1,000,000.0 $852K 0.00% NEW $0.85
68 BRZE BRAZE INC Technology 38,372.0 $832K 0.00% NEW $21.69 +43.2%
69 HYCROFT MINING HOLDING CORP 34,892.0 $817K 0.00% NEW $23.41
70 ANAB ANAPTYSBIO INC Healthcare 11,610.0 $784K 0.00% NEW $67.50 -14.5%
71 SMA SMARTSTOP SELF STORAG REIT I Real Estate 23,352.0 $759K 0.00% NEW $32.50 +5.3%
72 YSWY YESWAY INC 36,095.0 $733K 0.00% NEW $20.30 +24.1%
73 USAR USA RARE EARTH INC Basic Materials 33,901.0 $732K 0.00% NEW $21.58 -10.8%
74 MANE VERADERMICS INC Healthcare 5,815.0 $715K 0.00% NEW $122.94 -16.4%
75 PDFS PDF SOLUTIONS INC Technology 9,795.0 $693K 0.00% NEW $70.79 -35.5%
76 NCL CORP LTD 614,000.0 $687K 0.00% NEW $1.12
77 SENEA SENECA FOODS CORP NEW Consumer Defensive 3,743.0 $651K 0.00% NEW $173.94 +11.6%
78 NESR NATIONAL ENERGY SERVICES REU Energy 20,391.0 $610K 0.00% NEW $29.93 +10.4%
79 NHC NATIONAL HEALTHCARE CORP Healthcare 2,769.0 $585K 0.00% NEW $211.36 +10.4%
80 VERSIGENT PLC 13,699.0 $575K 0.00% NEW $42.01
Page 4 of 9  ·  171 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%