BLS Capital Fondsmaeglerselskab (Peter Bundgaard & Anders Lund) latest 13F portfolio: 11 holdings worth $2.9B as of Q1 2026.
Backtested since 2020: mirroring BLS Capital Fondsmaeglerselskab's reported 13F equity holdings each quarter would have returned +102.3% versus +198.1%for the S&P 500 (+12.0% annualized). See the Performance tab for the full equity curve.
Investor: Peter Bundgaard & Anders Lund
Number of Assets: 11
Reporting Period: Q1 - 2026
Holdings at Report: $2,937,463,664
Return $ Since Report: +$42,792,934
Return % Since Report: +1.46%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| S&P Global Inc. (SPGI) | Equity | +163.53% | 880,640 | 12.75% | $425.34 | $410.03 | $374,571,418 | $361,088,819 | -$13,482,599 | -3.60% |
| Otis Worldwide Corp. (OTIS) | Equity | -6.21% | 4,388,045 | 11.51% | $77.08 | $73.10 | $338,230,509 | $320,766,090 | -$17,464,419 | -5.16% |
| Salesforce Inc. (CRM) | Equity | +33.88% | 720,685 | 4.58% | $186.67 | $192.98 | $134,530,269 | $139,077,791 | +$4,547,522 | +3.38% |
| Visa Inc. (V) | Equity | +28.64% | 590,202 | 6.07% | $302.24 | $368.54 | $178,382,652 | $217,513,045 | +$39,130,393 | +21.94% |
| Automatic Data Processing Inc. (ADP) | Equity | +6.17% | 1,178,347 | 8.15% | $203.18 | $270.09 | $239,416,543 | $318,259,741 | +$78,843,198 | +32.93% |
| Autozone Inc. (AZO) | Equity | +19.46% | 87,655 | 10.08% | $3,377.78 | $3,066.06 | $296,079,306 | $268,755,489 | -$27,323,817 | -9.23% |
| Arthur J. Gallagher & Co. (AJG) | Equity | +100% | 647,008 | 4.77% | $216.58 | $251.03 | $140,128,993 | $162,418,418 | +$22,289,425 | +15.91% |
| Mastercard Inc. (MA) | Equity | +7.52% | 448,662 | 7.63% | $499.66 | $570.48 | $224,178,455 | $255,952,698 | +$31,774,243 | +14.17% |
| Moody's Corp. (MCO) | Equity | +91.88% | 518,183 | 7.70% | $436.25 | $483.98 | $226,057,334 | $250,790,208 | +$24,732,874 | +10.94% |
| Yum China Holdings Inc. (YUMC) | Equity | -8.05% | 11,371,593 | 18.88% | $48.78 | $47.50 | $554,706,307 | $540,150,668 | -$14,555,639 | -2.62% |
| Zoetis Inc. (ZTS) | Equity | -1.06% | 1,955,688 | 7.87% | $118.21 | $74.39 | $231,181,878 | $145,483,630 | -$85,698,248 | -37.07% |