BI Asset Management Fondsmaeglerselskab A/S Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$10.2B

Holdings

739

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (739 positions)

#StockSharesValue% PortfolioType
101
WELLWELLTOWER INC COM
139,772$21.5M0.21%
102
XYLXYLEM INC COM
165,948$21.5M0.21%
103
TAT&T INC COM
737,158$21.3M0.21%
104
MCKMCKESSON CORP COM
28,926$21.2M0.21%
105
WSMWILLIAMS SONOMA INC COM
129,182$21.1M0.21%
106
AXONAXON ENTERPRISE INC COM
25,472$21.1M0.21%
107
ISRGINTUITIVE SURGICAL INC COM NEW
38,146$20.7M0.20%
108
FISFIDELITY NATL INFORMATION SV COM
278,288$20.6M0.20%
109
THCTENET HEALTHCARE CORP COM NEW
115,041$20.2M0.20%
110
SFMSPROUTS FMRS MKT INC COM
122,643$20.2M0.20%
111
PYPLPAYPAL HLDGS INC COM
269,822$20.1M0.20%
112
APOAPOLLO GLOBAL MGMT INC COM
141,289$20.0M0.20%
113
PFEPFIZER INC COM
814,087$19.7M0.19%
114
CSLCARLISLE COS INC COM
52,051$19.4M0.19%
115
BSXBOSTON SCIENTIFIC CORP COM
180,544$19.4M0.19%
116
STRLSTERLING INFRASTRUCTURE INC COM
83,782$19.3M0.19%
117
SYYSYSCO CORP COM
253,530$19.2M0.19%
118
ULTAULTA BEAUTY INC COM
40,838$19.1M0.19%
119
URIUNITED RENTALS INC COM
24,884$18.7M0.18%
120
RMERESMED INC COM
72,503$18.7M0.18%
121
ITWILLINOIS TOOL WKS INC COM
75,302$18.6M0.18%
122
STLDSTEEL DYNAMICS INC COM
144,319$18.5M0.18%
123
VRTVERTIV HOLDINGS CO COM CL A
143,422$18.4M0.18%
124
XYZBLOCK INC CL A
269,578$18.3M0.18%
125
HOODROBINHOOD MKTS INC COM CL A
192,618$18.0M0.18%
126
RCLROYAL CARIBBEAN GROUP COM
55,786$17.5M0.17%
127
URBNURBAN OUTFITTERS INC COM
238,204$17.3M0.17%
128
SHWSHERWIN WILLIAMS CO COM
50,144$17.2M0.17%
129
TRVTRAVELERS COMPANIES INC COM
68,603$17.1M0.17%
130
CFCF INDS HLDGS INC COM
181,149$16.7M0.16%
131
EQIXEQUINIX INC COM
20,294$16.1M0.16%
132
TMUST-MOBILE US INC COM
66,863$15.9M0.16%
133
WBDWARNER BROS DISCOVERY INC COM SER A
1,383,489$15.9M0.16%
134
TECHBIO-TECHNE CORP COM
294,283$15.1M0.15%
135
FCNCAFIRST CTZNS BANCSHARES INC N CL A
7,688$15.0M0.15%
136
PEPPEPSICO INC COM
111,834$14.8M0.15%
137
COOCOOPER COS INC COM
206,973$14.7M0.14%
138
IDXXIDEXX LABS INC COM
27,181$14.6M0.14%
139
FICOFAIR ISAAC CORP COM
7,850$14.3M0.14%
140
GSGOLDMAN SACHS GROUP INC COM
20,007$14.2M0.14%
141
CMCSACOMCAST CORP NEW CL A
389,806$13.9M0.14%
142
FSLRFIRST SOLAR INC COM
83,957$13.9M0.14%
143
HWMHOWMET AEROSPACE INC COM
73,762$13.7M0.14%
144
DVADAVITA INC COM
92,641$13.2M0.13%
145
CLXCLOROX CO DEL COM
107,926$13.0M0.13%
146
WDAYWORKDAY INC CL A
53,905$12.9M0.13%
147
CITHE CIGNA GROUP COM
37,921$12.5M0.12%
148
COFCAPITAL ONE FINL CORP COM
58,857$12.5M0.12%
149
DEDEERE & CO COM
23,951$12.2M0.12%
150
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
107,142$12.2M0.12%
151
LPLALPL FINL HLDGS INC COM
32,395$12.1M0.12%
152
WCNWASTE CONNECTIONS INC COM
64,881$12.1M0.12%
153
CCLCARNIVAL CORP UNIT 99/99/9999
425,415$12.0M0.12%
154
APHAMPHENOL CORP NEW CL A
120,460$11.9M0.12%
155
DECKDECKERS OUTDOOR CORP COM
114,659$11.8M0.12%
156
DELLDELL TECHNOLOGIES INC CL C
95,955$11.8M0.12%
157
UTHUNITED THERAPEUTICS CORP DEL COM
40,600$11.7M0.11%
158
ROKROCKWELL AUTOMATION INC COM
35,028$11.6M0.11%
159
LULULULULEMON ATHLETICA INC COM
48,922$11.6M0.11%
160
DWDMORGAN STANLEY COM NEW
82,345$11.6M0.11%
161
PLDPROLOGIS INC. COM
110,209$11.6M0.11%
162
MCOMOODYS CORP COM
22,813$11.4M0.11%
163
FTNTFORTINET INC COM
107,360$11.3M0.11%
164
EIXEDISON INTL COM
214,480$11.1M0.11%
165
TXNTEXAS INSTRS INC COM
53,103$11.0M0.11%
166
MRVLMARVELL TECHNOLOGY INC COM
141,423$10.9M0.11%
167
CAHCARDINAL HEALTH INC COM
64,847$10.9M0.11%
168
UALUNITED AIRLS HLDGS INC COM
133,289$10.6M0.10%
169
LNGCHENIERE ENERGY INC COM NEW
43,274$10.5M0.10%
170
CEGCONSTELLATION ENERGY CORP COM
32,533$10.5M0.10%
171
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
45,803$10.4M0.10%
172
DASHDOORDASH INC CL A
41,669$10.3M0.10%
173
BMYBRISTOL-MYERS SQUIBB CO COM
215,590$10.0M0.10%
174
6RJ0ROCKET LAB CORP COM ADDED
277,663$9.9M0.10%
175
BABOEING CO COM
46,801$9.8M0.10%
176
PPCPILGRIMS PRIDE CORP COM
214,848$9.7M0.10%
177
PANWPALO ALTO NETWORKS INC COM
47,160$9.7M0.09%
178
CVXCHEVRON CORP NEW COM
66,215$9.5M0.09%
179
MRSHMARSH & MCLENNAN COS INC COM
43,201$9.4M0.09%
180
ABNBAIRBNB INC COM CL A
70,253$9.3M0.09%
181
HSYHERSHEY CO COM
55,297$9.2M0.09%
182
CDWCDW CORP COM
49,380$8.8M0.09%
183
FIXCOMFORT SYS USA INC COM
16,213$8.7M0.09%
184
DDOGDATADOG INC CL A COM
64,495$8.7M0.09%
185
SCHWSCHWAB CHARLES CORP COM
93,979$8.6M0.08%
186
IM8NINSMED INC COM PAR $.01
85,102$8.6M0.08%
187
JBLJABIL INC COM
38,729$8.4M0.08%
188
ACNACCENTURE PLC IRELAND SHS CLASS A
28,010$8.4M0.08%
189
CVNACARVANA CO CL A
24,743$8.3M0.08%
190
PHPARKER-HANNIFIN CORP COM
11,879$8.3M0.08%
191
SOFISOFI TECHNOLOGIES INC COM
447,551$8.2M0.08%
192
KRKROGER CO COM
113,233$8.1M0.08%
193
SATSECHOSTAR CORP CL A
290,875$8.1M0.08%
194
LNTHLANTHEUS HLDGS INC COM
97,958$8.0M0.08%
195
TRGPTARGA RES CORP COM
45,803$8.0M0.08%
196
DALDELTA AIR LINES INC DEL COM NEW
156,299$7.7M0.08%
197
BKRBAKER HUGHES COMPANY CL A
196,322$7.5M0.07%
198
EQTEQT CORP COM
128,060$7.5M0.07%
199
CELHCELSIUS HLDGS INC COM NEW
159,343$7.4M0.07%
200
HPEHEWLETT PACKARD ENTERPRISE C COM
354,504$7.3M0.07%
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