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Superintel
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Incentive AS

Portfolio Profile

CIK: 0001665221 | OSLO, Q8

Investment Profile

Style

Growth

Turnover

Very Low

Orientation

—
$71.3M
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Smurfit Westrock PLC(SW)1,843,624$71.3M100.00%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $71.3M

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$108.0M | 1 pos.
$108.7M | 1 pos.
$93.8M | 1 pos.
$163.9M | 2 pos.
$201.6M | 2 pos.
$163.0M | 2 pos.
100%
0%
$100.2M | 1 pos.
$86.1M | 1 pos.
$71.3M | 1 pos.
Q4
23
Q1
24
Q2
24
Q3
24
Q4
24
Q1
25
Q2
25
Q3
25
Q4
25

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
0
Increased
1
Decreased
0
Unchanged