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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 58 of 107  ·  2,122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 GAMESTOP CORP NEW 135,658.0 $3.0M 0.01% -3K -2.3% $22.08
1142 QTWO Q2 HLDGS INC Technology 61,880.0 $3.0M 0.01% +10K +18.6% $48.10 +31.3%
1143 CGON CG ONCOLOGY INC Healthcare 41,827.0 $3.0M 0.01% -102K -71.0% $71.05 +10.8%
1144 ENOVIS CORPORATION 3,057,000.0 $3.0M 0.01% NEW $0.97
1145 SANM SANMINA CORPORATION Technology 11,679.0 $3.0M 0.01% -16K -57.3% $253.08 -25.2%
1146 ATR APTARGROUP INC Healthcare 23,536.0 $2.9M 0.01% $125.20 +7.1%
1147 CIM CHIMERA INVT CORP Real Estate 219,872.0 $2.9M 0.00% +51K +30.3% $13.34 -13.4%
1148 KSS KOHLS CORP Consumer Cyclical 165,272.0 $2.9M 0.00% +49K +42.0% $17.72 +0.6%
1149 STAG STAG INDL INC Real Estate 76,912.0 $2.9M 0.00% +10K +14.1% $38.06 -3.1%
1150 FOX FOX CORP 63,130.0 $2.9M 0.00% -3K -4.3% $46.31
1151 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 50,427.0 $2.9M 0.00% $57.74 +14.2%
1152 INSW INTERNATIONAL SEAWAYS INC Energy 37,950.0 $2.9M 0.00% +12K +43.6% $76.59 +29.5%
1153 BLOCK INC 3,050,000.0 $2.9M 0.00% +2.0M +205.0% $0.95
1154 CRI CARTERS INC Consumer Cyclical 70,534.0 $2.9M 0.00% +18K +34.1% $41.16 -16.1%
1155 KMX CARMAX INC Consumer Cyclical 53,992.0 $2.9M 0.00% -38K -41.5% $53.47 +20.4%
1156 OI O-I GLASS INC Consumer Cyclical 299,730.0 $2.9M 0.00% -94K -23.9% $9.63 -24.2%
1157 CRY ARTIVION INC 128,133.0 $2.9M 0.00% -12K -8.4% $22.47 -21.9%
1158 LMND LEMONADE INC Financial Services 43,943.0 $2.9M 0.00% -14K -23.8% $65.05 -18.1%
1159 QBTS D-WAVE QUANTUM INC Technology 118,757.0 $2.8M 0.00% +2K +1.6% $23.99 -20.6%
1160 CVLT COMMVAULT SYS INC Technology 20,043.0 $2.8M 0.00% -20K -50.1% $141.73 -6.3%
Page 58 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%