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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NNE NANO NUCLEAR ENERGY INC Industrials 25,788.0 $545K 0.00% NEW $21.14 -10.8%
82 KLRA KAILERA THERAPEUTICS INC Healthcare 22,951.0 $506K 0.00% NEW $22.03 -22.1%
83 SUPER MICRO COMPUTER INC 500,000.0 $495K 0.00% NEW $0.99
84 CALL SNOWFLAKE INC 30,000.0 $481K 0.00% NEW $16.02
85 TH TARGET HOSPITALITY CORP Industrials 23,368.0 $476K 0.00% NEW $20.36 -12.3%
86 CALL ORACLE CORP 100,000.0 $475K 0.00% NEW $4.75
87 HEWLETT PACKARD ENTERPRISE C 4,000.0 $463K 0.00% NEW $115.66
88 GPRE GREEN PLAINS INC Basic Materials 29,924.0 $460K 0.00% NEW $15.38 +5.7%
89 MCS MARCUS CORP DEL Communication Services 19,591.0 $460K 0.00% NEW $23.46 +26.0%
90 AIP ARTERIS INC Technology 9,109.0 $443K 0.00% NEW $48.59 -50.8%
91 CALL BAKER HUGHES COMPANY 104,100.0 $442K 0.00% NEW $4.25
92 ACMR ACM RESH INC Technology 3,373.0 $428K 0.00% NEW $126.89 -37.4%
93 LQDA LIQUIDIA CORPORATION Healthcare 5,265.0 $420K 0.00% NEW $79.73 -13.9%
94 ROG ROGERS CORP Technology 2,541.0 $416K 0.00% NEW $163.73 -22.7%
95 OUSTER INC 6,592.0 $412K 0.00% NEW $62.52
96 UNFI UNITED NAT FOODS INC Consumer Defensive 8,570.0 $391K 0.00% NEW $45.67 +5.2%
97 VECO VEECO INSTRS INC DEL Technology 5,009.0 $380K 0.00% NEW $75.80 -36.9%
98 REX REX AMERICAN RES CORP Basic Materials 7,802.0 $352K 0.00% NEW $45.15 -1.1%
99 CALL NVIDIA CORPORATION 25,000.0 $344K 0.00% NEW $13.78
100 WBI WATERBRIDGE INFRASTRUCTURE L Energy 9,998.0 $343K 0.00% NEW $34.27 -7.5%
Page 5 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%