Tera Portföy Reshapes Strategy with BIGEN and TRHOL Share Trades

Tera Portföy Management, through its July 23, 2026 transactions, has rebalanced its portfolio by taking significant positions in BIGEN and TRHOL shares, signaling a strategic shift.

BIGEN Investment: A New Footprint in the Energy Sector

Tera Portföy Birinci Serbest Fon (TLY) purchased 42,469,924 TL nominal of BIGEN shares on July 23, 2026. Post‑trade, the fund’s stake in BIGEN’s capital stands at %7,360472.

■Nominal amount bought: 42,469,924 TL

■Resulting equity share: %7,360472

TRHOL Shares: Fund Ownership Decline and Tactical Exit

The DOH, T3B, TLY, TMV and THF funds managed by Tera Portföy executed 6,250 TL nominal of purchases and 1,529,801 TL nominal of sales in TRHOL shares on the same date, resulting in a net sale of 1,523,551 TL nominal. Consequently, the combined TRHOL ownership fell from %24,677950 to %19,599447, dipping below the %20 threshold.

■Nominal purchases: 6,250 TL

■Nominal sales: 1,529,801 TL

■Net sales: 1,523,551 TL

■Post‑trade equity share: %19,599447 (previously %24,677950)

By bolstering its long‑term exposure in BIGEN while trimming its TRHOL holding, Tera Portföy is enhancing liquidity to meet short‑term needs without sacrificing strategic energy‑sector positioning. This selective buy‑sell activity reflects the fund’s ongoing effort to recalibrate sector focus and optimize portfolio risk profiles.