A Closer Look at BLs Capital Fund’s Q3 vs Q4 2022 Top Stock Holdings

BLs Capital Fondsmaeglerselskab A/S has recently released its 13F holdings comparison for Q3 2022 and Q4 2022. The report revealed significant changes in the fund’s top stock holdings, indicating a potential shift in investment strategy. In this blog post, we will dive deep into the report and analyze the changes made by BLs Capital Fund, with a focus on the top stocks and the reasons behind the significant changes.

First, let's take a quick look at the CSV file. The report includes thirteen stocks, with Otis Worldwide, Starbucks, and Moody's being the top three holdings in Q3 2022. On the other hand, in Q4 2022, the top three holdings are Otis Worldwide, Starbucks, and Yum China. The data shows that Otis Worldwide has been the most consistent holding, with a significant increase in shares from Q3 to Q4 2022.

One notable change in holdings is the removal of ANHEUSER-BUSCH INBEV-SPN ADR from the fund’s portfolio. The decision to drop the stock was likely driven by poor market performance, as the stock’s value decreased significantly from Q3 to Q4 2022.

Another significant change in holdings is the increase in shares of Nike, which grew from 1,644,985 shares in Q3 2022 to 2,564,253 in Q4 2022, indicating a bullish outlook on the company’s future performance. Similarly, the fund increased its holdings in Microsoft, with 1,148,937 shares added in Q4 2022, despite holding no shares in Q3 2022.

The CSV file also indicates a sharp increase in the fund’s position in Moody's, with a 60.1% increase in shares and a value increase of $115,417 from Q3 2022 to Q4 2022. This change signals the fund’s confidence in the rating company's future growth prospects.

In conclusion, the BLs Capital Fund’s Q3 vs Q4 2022 13F holdings comparison report reflects a shift towards a more diverse portfolio. The report indicates a move away from ANHEUSER-BUSCH INBEV-SPN ADR and towards companies such as Nike and Microsoft, signaling a bullish outlook on their futures. The report also highlights the fund’s increased confidence in Moody's due to its significant position increase. It will be interesting to see how these holdings perform in the coming months and whether the fund will continue to shift its investment strategy.