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Maj Invest Holding A/s

CIK:0001730525
Asset Manager
$24B AUM
42 holdings
Copenhagen, Denmark
Founded:2005
100 employees
Latest filing:Jun 30, 2025

Maj Invest Holding A/S is one of Denmark’s largest independent investment houses, headquartered in Copenhagen, Denmark. The group operates across asset management, private equity, venture capital, and investment advisory, serving retail and institutional investors, foundations, and international partners. With over 100 employees, Maj Invest offers investment solutions in listed securities, private equity, financial inclusion, and sustainability-focused products. Founded in the early 2000s, Maj Invest focuses on deep analytical insights, long-term partnerships, and co-investment, maintaining a significant employee ownership structure and a strong commitment to ESG principles.

Investment Strategy

Maj Invest focuses on delivering risk-adjusted returns through a disciplined, analysis-driven approach, prioritizing long-term value creation over trend-following or short-term market fluctuations. In asset management, the firm provides both classic and climate-related listed products for institutional clients. Through its private equity arm, Maj Invest takes both majority and minority stakes in Danish and global SMEs, partnering for value creation, operational improvement, and ESG advancement. The Financial Inclusion strategy invests globally in innovative, inclusive financial services for underserved markets, supporting digital growth and sustainable development. Across all business areas, Maj Invest emphasizes partnership, co-investment, active ownership, and a strong ESG and sustainability orientation.

Top Buys
A
AMATAPPLIED MATLS INC
+$101.0M
C
CSXCSX CORP
+$79.9M
A
AXPAMERICAN EXPRESS CO
+$46.9M
Q
QCOMQUALCOMM INC
+$40.6M
M
METAMETA PLATFORMS INC
+$32.3M
Top Sells
A
AZOAUTOZONE INC
-$96.1M
U
UNPUNION PAC CORP
-$44.9M
G
GSGOLDMAN SACHS GROUP INC
-$24.2M
E
ELVELEVANCE HEALTH INC
-$22.6M
C
CITHE CIGNA GROUP
-$20.3M

Top Holdings

A
AMATAPPLIED MATLS INC
+8.0%$227.7M
C
CSXCSX CORP
+7.6%$216.8M
Q
QCOMQUALCOMM INC
+7.4%$211.4M
G
GOOGLALPHABET INC
+7.3%$209.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+6.5%$185.7M

Equity Positions (42)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AMAT
APPLIED MATLS INC7.97%$227.7M1,243,658$156.44$183.07+$101.0M
C
CSX
CSX CORP7.59%$216.8M6,643,555$31.45$32.63+$79.9M
Q
QCOM
QUALCOMM INC7.40%$211.4M1,327,279$168.30$159.26+$40.6M
G
GOOGL
ALPHABET INC7.34%$209.7M1,190,101$119.15$176.23+$24.0M
B
BRK-B
BERKSHIRE HATHAWAY INC DEL6.50%$185.7M382,229$385.37$485.77-$6.4M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+12.7%
HOSPITAL & MEDICAL SERVICE PLANS
+10.8%
RAILROADS, LINE-HAUL OPERATING
+10.6%
SEMICONDUCTORS & RELATED DEVICES
+8.0%
RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
+7.4%