BLS Capital Fondsmaeglerselskab A/S
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), BLS Capital Fondsmaeglerselskab A/S reported 11 stock positions worth $2.9 billion. Its top holding was Yum China (YUMC) at 18.9% of the portfolio, followed by S&P Global (SPGI, 12.8%) and Otis Worldwide (OTIS, 11.5%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 7 and reduced 3. The biggest buy was S&P Global (SPGI, shares +164%) and the biggest sale an exit from Hilton Worldwide (HLT).
- Most Recent 13F
- Q2 2026
- Location
- KLAMPENBORG, G7
- CIK
- 0001670104
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001172661-26-001581 ↗ filed May 1, 2026
Holdings Value
Holdings 11 stocks · $2.9B
| YUMC Yum China Holdings Inc. | 18.88% | 11,371,593 | $554.7M | Reduce -8.1% |
| SPGI S&P Global Inc. | 12.75% | 880,640 | $374.6M | Add +163.5% |
| OTIS Otis Worldwide Corp. | 11.51% | 4,388,045 | $338.2M | Reduce -6.2% |
| AZO AutoZone Inc. | 10.08% | 87,655 | $296.1M | Add +19.5% |
| ADP Automatic Data Processing | 8.15% | 1,178,347 | $239.4M | Add +6.2% |
| ZTS Zoetis Inc. | 7.87% | 1,955,688 | $231.2M | Reduce -1.1% |
| MCO Moody's Corp. | 7.70% | 518,183 | $226.1M | Add +91.9% |
| MA Mastercard Inc. Class A | 7.63% | 448,662 | $224.2M | Add +7.5% |
| V Visa Inc. Class A | 6.07% | 590,202 | $178.4M | Add +28.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 4.77% | 647,008 | $140.1M | New |
| CRM Salesforce Inc. | 4.58% | 720,685 | $134.5M | Add +33.9% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| SPGI S&P Global Inc. | Add +163.5% | 12.75% | +6.83 |
| AJG Arthur J Gallagher & Co. | New | 4.77% | +4.77 |
| MCO Moody's Corp. | Add +91.9% | 7.70% | +3.02 |
| AZO AutoZone Inc. | Add +19.5% | 10.08% | +1.64 |
| V Visa Inc. Class A | Add +28.6% | 6.07% | +0.62 |
| CRM Salesforce Inc. | Add +33.9% | 4.58% | −0.25 |
| MA Mastercard Inc. Class A | Add +7.5% | 7.63% | −0.44 |
| ADP Automatic Data Processing | Add +6.2% | 8.15% | −1.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $2.6B | YUMC, SPGI, OTIS, AZO, ADP |
| Q1 2026 | 11 | $2.9B | YUMC, SPGI, OTIS, AZO, ADP |
| Q4 2025 | 12 | $3.0B | YUMC, OTIS, HLT, ADP, AZO |
| Q3 2025 | 11 | $2.9B | YUMC, OTIS, ADP, HLT, MA |
| Q2 2025 | 11 | $3.1B | YUMC, ADP, OTIS, HLT, MA |
| Q1 2025 | 10 | $2.9B | YUMC, OTIS, ADP, AZO, MA |
| Q4 2024 | 11 | $3.3B | YUMC, ADP, OTIS, AZO, MA |
| Q3 2024 | 12 | $3.5B | YUMC, ADP, OTIS, NKE, AZO |
| Q2 2024 | 13 | $3.3B | ADP, OTIS, YUMC, AZO, NKE |
| Q1 2024 | 12 | $3.9B | ADP, OTIS, NKE, YUMC, AZO |