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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 102 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 TNGX TANGO THERAPEUTICS INC Healthcare 6,861.0 $214K NEW $31.26 -23.6%
2022 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 6,301.0 $210K -9K -59.3% $33.39 -22.6%
2023 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,756.0 $209K NEW $119.11 -3.2%
2024 DIGITALBRIDGE GROUP INC 13,202.0 $208K -519.0 -3.8% $15.78
2025 ERII ENERGY RECOVERY INC Industrials 22,976.0 $207K -11K -33.3% $9.02 -12.4%
2026 MCB METROPOLITAN BK HLDG CORP Financial Services 2,094.0 $207K NEW $98.76 -6.9%
2027 BELFA BEL FUSE INC 710.0 $207K NEW $291.23
2028 SAM BOSTON BEER INC Consumer Defensive 1,168.0 $207K -981.0 -45.6% $177.03 +5.0%
2029 KOD KODIAK SCIENCES INC Healthcare 5,303.0 $207K NEW $38.96 -1.6%
2030 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 11,083.0 $206K -4K -28.1% $18.57 -26.5%
2031 MIAMI INTL HLDGS INC 5,521.0 $205K NEW $37.16
2032 VRTS VIRTUS INVT PARTNERS INC Financial Services 1,429.0 $205K NEW $143.50 +16.4%
2033 OPFI OPPFI INC Technology 20,535.0 $204K -4K -17.6% $9.93 -29.7%
2034 LWLG LIGHTWAVE LOGIC INC Basic Materials 21,517.0 $204K NEW $9.46 -34.6%
2035 NCL CORP LTD 200,000.0 $202K $1.01
2036 QUBT QUANTUM COMPUTING INC Technology 20,374.0 $198K +4K +22.6% $9.70 -8.0%
2037 RCAT RED CAT HLDGS INC Technology 18,110.0 $193K NEW $10.65 -9.7%
2038 PAYO PAYONEER GLOBAL INC Technology 26,862.0 $191K -23K -46.6% $7.12 -0.1%
2039 CTMX CYTOMX THERAPEUTICS INC Healthcare 50,529.0 $189K +24K +89.5% $3.75 -12.5%
2040 ABUS ARBUTUS BIOPHARMA CORP Healthcare 39,474.0 $189K NEW $4.80 +8.5%
Page 102 of 107  ·  2,122 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%