Fund HoldingsVontobel Holding Ltd.

Total Portfolio Value
$29.22B
Total Bought
$2.58B
Total Sold
$4.28B
Net Transaction
-$1.70B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
UNION PAC CORP(UNP)1,228,7422,146,990+918,248302,860489,6001.68%+186,739
FERGUSON ENTERPRISES INC(FERG)280,6841,234,776+954,09255,735214,3200.73%+158,585
AMAZON COM INC(AMZN)07,335,271+7,335,27101,609,2855.51%+1,609,285
RB GLOBAL INC(RBA)7,697,4468,451,146+753,700619,567762,3782.61%+142,810
PEPSICO INC(PEP)1,856,2663,014,101+1,157,835315,658458,3241.57%+142,666
NVIDIA CORPORATION(NVDA)04,383,508+4,383,5080588,6612.01%+588,661
ECOLAB INC(ECL)250,138767,108+516,97063,868179,7490.62%+115,881
ICICI BANK LIMITED(IBN)03,687,868+3,687,8680110,1200.38%+110,120
ALPHABET INC(GOOG)04,972,991+4,972,9910947,0563.24%+947,056
LOGITECH INTL S A
SHS
04,872,324+4,872,3240402,8021.38%+402,802
ACCENTURE PLC IRELAND
SHS CLASS A
920,6541,132,903+212,249325,433398,5441.36%+73,111
MASTERCARD INCORPORATED(MA)1,947,6991,956,787+9,088961,7741,030,3853.53%+68,612
IDEXX LABS INC(IDXX)220,159418,563+198,404111,229173,0510.59%+61,822
TESLA INC(TSLA)261,958322,300+60,34268,536130,1580.45%+61,622
ALPHABET INC(GOOG)02,873,540+2,873,5400543,9611.86%+543,961
VISA INC(V)0474,425+474,4250149,9370.51%+149,937
AUTODESK INC0202,545+202,545059,8660.20%+59,866
BROADCOM INC(AVGO)0744,151+744,1510172,5240.59%+172,524
HOME DEPOT INC(HD)445,714553,412+107,698180,603215,2720.74%+34,668
ARISTA NETWORKS INC(ANET)0312,081+312,081034,4940.12%+34,494
HUBBELL INC(HUBB)074,048+74,048031,0180.11%+31,018
DESCARTES SYS GROUP INC(DSGX)210,280430,016+219,73621,63648,8190.17%+27,183
SYNOPSYS INC(SNPS)01,062,142+1,062,1420515,5211.76%+515,521
LAM RESEARCH CORP(LRCX)0357,013+357,013025,7870.09%+25,787
META PLATFORMS INC(META)0175,109+175,1090102,5280.35%+102,528
VERTEX PHARMACEUTICALS INC(VRTX)0188,949+188,949076,0900.26%+76,090
NOVO-NORDISK A S(NVO)0263,202+263,202022,6410.08%+22,641
AON PLC(AON)96,321151,415+55,09433,32654,3820.19%+21,056
KE HLDGS INC(BEKE)0944,667+944,667017,4010.06%+17,401
CADENCE DESIGN SYSTEM INC(CDNS)0258,125+258,125077,5560.27%+77,556
EXXON MOBIL CORP0240,464+240,464025,8670.09%+25,867
SMURFIT WESTROCK PLC(SW)1,271,3781,407,034+135,65662,83275,7830.26%+12,951
SALESFORCE INC(CRM)253,427244,813-8,61469,36681,8480.28%+12,483
CHUBB LIMITED
COM
066,085+66,085018,2590.06%+18,259
BOSTON SCIENTIFIC CORP(BSX)05,618,470+5,618,4700501,8421.72%+501,842
VANGUARD INTL EQUITY INDEX F0102,990+102,990012,0990.04%+12,099
APPLE INC(AAPL)1,431,4361,378,926-52,510333,525345,3111.18%+11,786
JPMORGAN CHASE & CO.(JPM)0290,394+290,394069,6100.24%+69,610
VISTA ENERGY S.A.B. DE C.V.(VIST)0910,720+910,720049,2790.17%+49,279
HEWLETT PACKARD ENTERPRISE C(HPE)01,963,767+1,963,767041,9260.14%+41,926
BROWN FORMAN CORP(BF-A)1,473,1132,142,579+669,46672,47781,3750.28%+8,898
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)101,665118,517+16,85237,64945,7740.16%+8,125
TRAVELERS COMPANIES INC(TRV)099,517+99,517023,9730.08%+23,973
GLOBAL X FDS
RBTCS ARTFL INTE
0212,060+212,06006,7750.02%+6,775
DISNEY WALT CO(DIS)311,378328,091+16,71329,95136,5330.13%+6,581
UBER TECHNOLOGIES INC(UBER)0255,190+255,190015,3930.05%+15,393
GOLDMAN SACHS GROUP INC(GS)027,935+27,935015,9960.05%+15,996
TRIMBLE INC(TRMB)786,628769,303-17,32548,84254,3590.19%+5,517
PTC INC(PTC)0231,019+231,019042,4770.15%+42,477
MICROSTRATEGY INC(MSTR)032,713+32,71309,4740.03%+9,474
BLOOM ENERGY CORP0489,123+489,123010,8630.04%+10,863
UBS GROUP AG(UBS)16,143,67416,445,068+301,394497,470502,3981.72%+4,928
ITRON INC(ITRI)429,945464,787+34,84245,92250,4670.17%+4,544
COCA-COLA EUROPACIFIC PARTNE
SHS
256,029329,422+73,39320,24424,6510.08%+4,407
COPART INC(CPRT)02,481,619+2,481,6190142,4200.49%+142,420
APTIV PLC(APTV)069,663+69,66304,2130.01%+4,213
NVENT ELECTRIC PLC(NVT)0577,781+577,781039,3820.13%+39,382
SPDR S&P 500 ETF TR(SPY)0242,014+242,0140141,8400.49%+141,840
TEVA PHARMACEUTICAL INDS LTD(TEVA)0687,261+687,261015,1470.05%+15,147
CONSTELLATION ENERGY CORP(CEG)021,940+21,94004,9080.02%+4,908
EMERSON ELEC CO(EMR)162,575171,546+8,97117,78121,2600.07%+3,479
BRISTOL-MYERS SQUIBB CO(BMY)1,025,674993,810-31,86453,06856,2100.19%+3,142
SNAP ON INC(SNA)010,704+10,70403,6340.01%+3,634
SELECT SECTOR SPDR TR
ST STR FINL ETF
0492,923+492,923023,8230.08%+23,823
MODERNA INC(MRNA)0258,368+258,368010,7430.04%+10,743
ANSYS INC0230,499+230,499077,7540.27%+77,754
DISCOVER FINL SVCS086,723+86,723015,0230.05%+15,023
INTUITIVE SURGICAL INC048,776+48,776025,4590.09%+25,459
SPDR GOLD TR(GLD)055,654+55,654013,4760.05%+13,476
CHART INDS INC065,186+65,186012,4400.04%+12,440
QUALYS INC(QLYS)067,024+67,02409,3980.03%+9,398
ASTERA LABS INC(ALAB)020,420+20,42002,7050.01%+2,705
CROWDSTRIKE HLDGS INC(CRWD)077,895+77,895026,6530.09%+26,653
JACOBS SOLUTIONS INC(J)046,294+46,29406,1860.02%+6,186
QUEST DIAGNOSTICS INC(DGX)047,311+47,31107,1370.02%+7,137
IDEX CORP(IEX)028,975+28,97506,0640.02%+6,064
PFIZER INC(PFE)0691,602+691,602018,3480.06%+18,348
MORGAN STANLEY(MS)356,654314,587-42,06737,17839,5500.14%+2,372
CARDINAL HEALTH INC(CAH)067,519+67,51907,9850.03%+7,985
ALARM COM HLDGS INC037,340+37,34002,2700.01%+2,270
VERISIGN INC0104,844+104,844021,6990.07%+21,699
IONQ INC(IONQ)062,018+62,01802,5930.01%+2,593
WASTE MGMT INC DEL(WM)0161,118+161,118032,5120.11%+32,512
AMPHENOL CORP NEW01,877,971+1,877,9710130,4250.45%+130,425
VANGUARD BD INDEX FDS029,050+29,05002,0890.01%+2,089
ISHARES TR
MSCI INDIA ETF
0183,946+183,94609,6980.03%+9,698
MARVELL TECHNOLOGY INC(MRVL)068,194+68,19407,5320.03%+7,532
WILLIAMS COS INC(WMB)055,795+55,79503,0200.01%+3,020
ROPER TECHNOLOGIES INC(ROP)0127,522+127,522066,2920.23%+66,292
JD.COM INC(JD)0142,819+142,81904,9520.02%+4,952
SCHLUMBERGER LTD(SLB)0470,925+470,925018,0550.06%+18,055
LULULEMON ATHLETICA INC(LULU)039,964+39,964015,2830.05%+15,283
EQUINIX INC(EQIX)04,969+4,96904,6850.02%+4,685
DIGITAL RLTY TR INC(DLR)015,789+15,78902,8000.01%+2,800
MICRON TECHNOLOGY INC(MU)0151,188+151,188012,7240.04%+12,724
BLACKSTONE INC(BX)035,262+35,26206,0800.02%+6,080
MCDONALDS CORP(MCD)056,001+56,001016,2340.06%+16,234
APPLOVIN CORP(APP)010,961+10,96103,5500.01%+3,550
WALGREENS BOOTS ALLIANCE INC0321,880+321,88003,0030.01%+3,003
BANK AMERICA CORP0226,384+226,38409,9500.03%+9,950
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