Bls Capital Fondsmaeglerselskab A/S Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Bls Capital Fondsmaeglerselskab A/S disclosed 11 stock positions valued at approximately $2.60B as of quarter-end June 30, 2026. The largest holdings include YUM CHINA HLDGS INC, S&P GLOBAL INC, and OTIS WORLDWIDE CORP.

Report Period
June 30, 2026
No. of Stocks
11
Portfolio Value
$2.60B
Holdings by Sector
Bls Capital Fondsmaeglerselskab A/S Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
YUM CHINA HLDGS INCYUMCConsumer Cyclical17.06%10,835,362-536,231-4.72%$442,841,245
S&P GLOBAL INCSPGIFinancial Services12.34%786,540-94,100-10.69%$320,326,280
OTIS WORLDWIDE CORPOTISIndustrials10.72%3,885,445-502,600-11.45%$278,197,862
AUTOZONE INCAZOConsumer Cyclical10.02%81,351-6,304-7.19%$259,992,915
AUTOMATIC DATA PROCESSING INADPTechnology9.86%1,143,474-34,873-2.96%$256,081,002
MASTERCARD INCORPORATEDMAFinancial Services9.58%484,457+35,795+7.98%$248,817,115
MOODYS CORPMCOFinancial Services8.11%464,583-53,600-10.34%$210,418,932
VISA INCVFinancial Services6.91%522,552-67,650-11.46%$179,282,366
GALLAGHER ARTHUR J & COAJGFinancial Services5.84%659,908+12,900+1.99%$151,495,080
ZOETIS INCZTSHealthcare5.07%1,830,488-125,200-6.40%$131,538,868
SALESFORCE INCCRMTechnology4.51%746,835+26,150+3.63%$116,999,171
Showing 11 of 11 holdings in the latest reporting period.