Filing analysis
Universal- Beteiligungs- und Servicegesellschaft mbH
13F-HR · period Q2 2026 · filed Aug 06, 2026
$65.42BReported 13F value
2,122Positions
4Other managers included
+135New
878Increased
894Reduced
−87Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $58.24M | 0.1% |
| SPCX Space Exploration… | $44.29M | 0.1% |
| BXDC | $14.33M | 0.0% |
| FDXF FedEx Freight Holding… | $11.79M | 0.0% |
| GOOGM Alphabet Inc. Depository Shs… | $10.67M | 0.0% |
| SEZL Sezzle Inc. | $9.36M | 0.0% |
| CECO CECO Environmental Corp. | $8.82M | 0.0% |
| DAVE Dave Inc. | $8.63M | 0.0% |
| BAND Bandwidth Inc. | $7.25M | 0.0% |
| NAVN Navan, Inc. | $6.50M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▼ Trim | -8.6% | $1.18B |
| AMD Advanced Micro Devices, Inc. | ▼ Trim | -1.1% | $1.01B |
| NVDA NVIDIA Corporation | ▼ Trim | -4.7% | $4.20B |
| AAPL Apple Inc. | ▼ Trim | -2.3% | $3.15B |
| GOOGL Alphabet Inc. | ▼ Trim | -6.6% | $2.31B |
| AMAT Applied Materials, Inc. | ▼ Trim | -4.5% | $625.90M |
| LRCX Lam Research Corporation | ▼ Trim | -5.3% | $586.48M |
| INTC Intel Corp. | ▼ Trim | -11.5% | $415.20M |
| AVGO Broadcom Inc. | ▲ Add | +0.1% | $1.43B |
| KLAC KLA Corporation | ▲ Add | +3.6% ✂ | $392.79M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.