Formuepleje A/S

Q1 2026 13F-HR Holdings

Location
Aarhus C, G7
Holdings as of
3/31/2026
Date filed
8/27/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$1,103,061
Net value change ($000)
-571,134 (-34.1%)
New positions
18
Sold out positions
5
Turnover %
13.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2026 Next filing: 8/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVGO 27,707 NEW
BK 7,808 NEW
SCHW 7,370 NEW
AXP 6,403 NEW
META 6,047 NEW
ELV 6,008 NEW
C 5,919 NEW
WCN 5,513 NEW
BRK-B 5,370 NEW
SUNB 4,664 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -61,111 -44.9%
AMZN -49,032 -62.0%
CSL -42,083 -59.2%
HDB -41,395 -90.4%
AOS -36,061 -94.6%
ADP -35,185 -100.0%
NVDA -34,353 -30.1%
BSX -24,950 -77.8%
TSM -24,093 -29.1%
V -23,615 -28.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type