BI Asset Management Fondsmaeglerselskab A/S Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$8.9B

Holdings

909

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (909 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION COM
4,966,920$538.3M6.06%
2
MSFTMICROSOFT CORP COM
1,397,558$524.6M5.91%
3
AAPLAPPLE INC COM
2,341,107$520.0M5.86%
4
GOOGLALPHABET INC CAP STK CL A
1,922,095$297.2M3.35%
5
METAMETA PLATFORMS INC CL A
495,585$285.6M3.22%
6
AMZNAMAZON COM INC COM
1,449,949$275.9M3.11%
7
VVISA INC COM CL A
518,002$181.5M2.04%
8
MAMASTERCARD INCORPORATED CL A
308,240$169.0M1.90%
9
JPMJPMORGAN CHASE & CO. COM
641,356$157.3M1.77%
10
COSTCOSTCO WHSL CORP NEW COM
138,092$130.6M1.47%
11
AVGOBROADCOM INC COM
779,634$130.5M1.47%
12
PGPROCTER AND GAMBLE CO COM
720,479$122.8M1.38%
13
CSCOCISCO SYS INC COM
1,832,968$113.1M1.27%
14
PGRPROGRESSIVE CORP COM
365,286$103.4M1.16%
15
KOCOCA COLA CO COM
1,275,613$91.4M1.03%
16
LLYELI LILLY & CO COM
110,177$91.0M1.02%
17
BKNGBOOKING HOLDINGS INC COM
19,326$89.0M1.00%
18
ABBVABBVIE INC COM
402,986$84.4M0.95%
19
UNHUNITEDHEALTH GROUP INC COM
153,722$80.5M0.91%
20
TJXTJX COS INC NEW COM
613,411$74.7M0.84%
21
BACVERIZON COMMUNICATIONS INC COM
1,631,283$74.0M0.83%
22
IBMINTERNATIONAL BUSINESS MACHS COM
290,198$72.2M0.81%
23
JNJJOHNSON & JOHNSON COM
417,068$69.2M0.78%
24
QCOMQUALCOMM INC COM
438,913$67.4M0.76%
25
KLACKLA CORP COM NEW
96,497$65.6M0.74%
26
PAYXPAYCHEX INC COM
422,413$65.2M0.73%
27
FISVFISERV INC COM
292,680$64.6M0.73%
28
NEENEXTERA ENERGY INC COM
863,647$61.2M0.69%
29
ADPAUTOMATIC DATA PROCESSING IN COM
194,555$59.4M0.67%
30
ORCLORACLE CORP COM
423,719$59.2M0.67%
31
ELVELEVANCE HEALTH INC COM
125,087$54.4M0.61%
32
ADBEADOBE INC COM
138,705$53.2M0.60%
33
EBAEBAY INC. COM
706,039$47.8M0.54%
34
WMTWALMART INC COM
527,834$46.3M0.52%
35
AMATAPPLIED MATLS INC COM
308,213$44.7M0.50%
36
GILDGILEAD SCIENCES INC COM
398,811$44.7M0.50%
37
HDHOME DEPOT INC COM
120,711$44.2M0.50%
38
AZNASTRAZENECA PLC SPONSORED ADR
594,686$43.7M0.49%
39
UNPUNION PAC CORP COM
182,294$43.1M0.48%
40
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
79,261$42.2M0.48%
41
A4SAMERIPRISE FINL INC COM
84,241$40.8M0.46%
42
HCAHCA HEALTHCARE INC COM
117,677$40.7M0.46%
43
NFLXNETFLIX INC COM
43,463$40.5M0.46%
44
SNPSSYNOPSYS INC COM
91,278$39.1M0.44%
45
MLB1MERCADOLIBRE INC COM
19,960$38.9M0.44%
46
AMTAMERICAN TOWER CORP NEW COM
178,127$38.8M0.44%
47
ABTABBOTT LABS COM
289,092$38.3M0.43%
48
SPGIS&P GLOBAL INC COM
74,649$37.9M0.43%
49
LOWLOWES COS INC COM
162,007$37.8M0.43%
50
PEPPEPSICO INC COM
248,506$37.3M0.42%
51
CATCATERPILLAR INC COM
106,641$35.2M0.40%
52
HIGHARTFORD INSURANCE GROUP INC COM
283,578$35.1M0.40%
53
LNTALLIANT ENERGY CORP COM
531,611$34.2M0.39%
54
TSLATESLA INC COM
131,647$34.1M0.38%
55
UBERUBER TECHNOLOGIES INC COM
466,662$34.0M0.38%
56
ISRGINTUITIVE SURGICAL INC COM NEW
67,673$33.5M0.38%
57
EMEEMCOR GROUP INC COM
88,721$32.8M0.37%
58
TMOTHERMO FISHER SCIENTIFIC INC COM
64,888$32.3M0.36%
59
TRVTRAVELERS COMPANIES INC COM
121,256$32.1M0.36%
60
ZTSZOETIS INC CL A
192,178$31.6M0.36%
61
CITCINTAS CORP COM
149,827$30.8M0.35%
62
FTNTFORTINET INC COM
315,157$30.3M0.34%
63
INTUINTUIT COM
48,349$29.7M0.33%
64
AXPAMERICAN EXPRESS CO COM
110,134$29.6M0.33%
65
ACMAECOM COM
317,837$29.5M0.33%
66
ECLECOLAB INC COM
115,692$29.3M0.33%
67
FISFIDELITY NATL INFORMATION SV COM
382,766$28.6M0.32%
68
EQIXEQUINIX INC COM
34,982$28.5M0.32%
69
CMCSACOMCAST CORP NEW CL A
765,731$28.3M0.32%
70
ITWILLINOIS TOOL WKS INC COM
112,617$27.9M0.31%
71
GWWGRAINGER W W INC COM
28,258$27.9M0.31%
72
SCISERVICE CORP INTL COM
341,553$27.4M0.31%
73
AVYAVERY DENNISON CORP COM
152,498$27.1M0.31%
74
DECKDECKERS OUTDOOR CORP COM
241,965$27.1M0.30%
75
HDBHDFC BANK LTD SPONSORED ADS
406,318$27.0M0.30%
76
ABGCENCORA INC COM
93,283$25.9M0.29%
77
UTHUNITED THERAPEUTICS CORP DEL COM
83,866$25.9M0.29%
78
CAHCARDINAL HEALTH INC COM
183,175$25.2M0.28%
79
FICOFAIR ISAAC CORP COM
13,556$25.0M0.28%
80
NTAPNETAPP INC COM
279,227$24.5M0.28%
81
CLCOLGATE PALMOLIVE CO COM
257,963$24.2M0.27%
82
ICEINTERCONTINENTAL EXCHANGE IN COM
138,660$23.9M0.27%
83
HALOHALOZYME THERAPEUTICS INC COM
373,492$23.8M0.27%
84
TMUST-MOBILE US INC COM
86,310$23.0M0.26%
85
APPAPPLOVIN CORP COM CL A
86,073$22.8M0.26%
86
BSXBOSTON SCIENTIFIC CORP COM
222,645$22.5M0.25%
87
SYYSYSCO CORP COM
298,613$22.4M0.25%
88
CVSCVS HEALTH CORP COM
330,722$22.4M0.25%
89
NVRNVR INC COM
3,092$22.4M0.25%
90
CRMSALESFORCE INC COM
80,734$21.7M0.24%
91
GMGENERAL MTRS CO COM
458,153$21.5M0.24%
92
SHOPSHOPIFY INC CL A
225,390$21.5M0.24%
93
CLXCLOROX CO DEL COM
146,121$21.5M0.24%
94
RMERESMED INC COM
95,736$21.4M0.24%
95
ANETARISTA NETWORKS INC COM SHS
272,486$21.1M0.24%
96
NOWSERVICENOW INC COM
26,388$21.0M0.24%
97
LPLALPL FINL HLDGS INC COM
62,291$20.4M0.23%
98
CHTRCHARTER COMMUNICATIONS INC N CL A
55,036$20.3M0.23%
99
SYKSTRYKER CORPORATION COM
54,271$20.2M0.23%
100
CMECME GROUP INC COM
74,879$19.9M0.22%
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