Fund Holdings — EDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$7.58B
Total Bought
$1.23B
Total Sold
$767.23M
Net Transaction
+$467.53M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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INVESCO QQQ TR410144,066+143,656237106,0901.40%+105,854
AMAZON COM INC(AMZN)708,9731,054,853+345,880147,658251,4143.31%+103,756
NVIDIA CORPORATION(NVDA)1,304,2281,537,950+233,722227,457307,7284.06%+80,271
INVESCO EXCH TRADED FD TR II KBW685656,662+655,9776961,0560.80%+60,987
BRUKER CORP(BRKR)3,356,8502,823,178-533,672121,249169,8992.24%+48,649
ALPHABET INC(GOOG)984,185917,959-66,226283,012328,0514.33%+45,039
NETAPP INC(NTAP)846,530828,205-18,32586,676128,1731.69%+41,497
WISE GROUP PLC03,111,895+3,111,895037,2020.49%+37,202
DATADOG INC(DDOG)362,205303,851-58,35442,75879,1111.04%+36,352
ILLUMINA INC(ILMN)767,379738,165-29,21494,587129,7921.71%+35,204
FIFTH THIRD BANCORP(FITB)225,002753,139+528,13710,45442,4540.56%+32,001
BANK OF AMER CORP3,075,2783,093,041+17,763149,920176,2412.32%+26,322
ELI LILLY & CO(LLY)42,87752,884+10,00739,43763,4310.84%+23,994
IQVIA HLDGS INC(IQV)329,393411,578+82,18556,17579,5251.05%+23,350
HONEYWELL INTL INC0103,090+103,090023,0820.30%+23,082
NEXTERA ENERGY INC(NEE)715,720990,549+274,82966,47686,9401.15%+20,464
APPLE INC(AAPL)259,351296,604+37,25365,82185,8251.13%+20,005
GITLAB INC(GTLB)2,082,6232,127,893+45,27045,06864,9650.86%+19,897
VEEVA SYS INC(VEEV)1,084,7981,177,286+92,488190,556208,9332.75%+18,377
MICROSOFT CORP(MSFT)601,749642,197+40,448222,748239,5513.16%+16,803
SMUCKER J M CO(SJM)20145,000+144,980216,3130.22%+16,311
JPMORGAN CHASE & CO(JPM)328,627343,644+15,01796,669112,4851.48%+15,816
LINDE PLC(LIN)63,51688,777+25,26131,49046,0440.61%+14,554
HOME DEPOT INC(HD)172,252201,536+29,28456,65271,0780.94%+14,426
TAIWAN SEMICONDUCTOR MANUFAC(TSM)109,563105,451-4,11237,02750,3600.66%+13,333
RAYONIER INC(RYN)0605,000+605,000012,8740.17%+12,874
ICICI BANK LIMITED(IBN)1,541,3321,803,724+262,39239,92052,3620.69%+12,442
APPLIED MATLS INC31,21131,818+60710,66823,0040.30%+12,337
ZIPRECRUITER INC(ZIP)5,616,6955,605,965-10,73010,33521,0220.28%+10,688
BROOKDALE SR LIVING INC(BKD)1,110,0001,570,000+460,00015,18525,2610.33%+10,077
BAXTER INTL INC2,493,1642,437,052-56,11241,88551,9580.69%+10,073
MOHAWK INDS INC(MHK)270,000300,000+30,00026,58436,3990.48%+9,815
ABBVIE INC(ABBV)12,60649,869+37,2632,74212,5490.17%+9,807
ADVANCED MICRO DEVICES INC(AMD)57,46036,402-21,05811,68921,1460.28%+9,457
ALPHABET INC(GOOG)142,822141,896-92640,97050,1360.66%+9,166
AMPHENOL CORP1,20051,137+49,9371529,0160.12%+8,865
OWENS CORNING NEW(OC)111,136130,000+18,86412,02720,6650.27%+8,638
WATERS CORP(WAT)022,619+22,61908,4830.11%+8,483
INTERNATIONAL BUSINESS MACHS(IBM)95,765112,661+16,89623,21231,6810.42%+8,469
EATON CORP PLC(ETN)77,61084,636+7,02627,75936,0650.48%+8,306
VISA INC(V)149,032154,908+5,87645,04353,1470.70%+8,104
ARISTA NETWORKS INC(ANET)94,182115,455+21,27311,56419,6130.26%+8,050
MERCK & CO INC(MRK)364,118399,582+35,46443,80051,3460.68%+7,547
VISTRA CORP(VST)5,76452,447+46,6838678,3200.11%+7,453
MICRON TECHNOLOGY INC(MU)16,43511,261-5,1745,55212,9980.17%+7,446
THERMO FISHER SCIENTIFIC INC(TMO)41,98654,826+12,84020,63727,4880.36%+6,850
TEXAS INSTRS INC(TXN)52,97157,441+4,47010,28417,1210.23%+6,838
DEUTSCHE BK AG
NAMEN AKT
1,304,2951,318,019+13,72437,66444,4890.59%+6,825
STATE STR SPDR S&P 500 ETF T(SPY)82,57880,887-1,69153,70460,4040.80%+6,700
SYNOPSYS INC(SNPS)28,70140,362+11,66111,37918,0040.24%+6,625
OCEANAGOLD CORP(OGC)0261,121+261,12106,5210.09%+6,521
BROADCOM INC(AVGO)114,591110,887-3,70435,46741,8880.55%+6,421
CCC INTELLIGENT SOLUTIONS HL(CCC)18,684,95722,927,668+4,242,711112,110118,3071.56%+6,197
GUIDEWIRE SOFTWARE INC(GWRE)129,462206,923+77,46119,36225,4620.34%+6,100
CVS HEALTH CORP(CVS)335,010288,689-46,32124,06029,8650.39%+5,804
GE VERNOVA INC(GEV)5,4908,989+3,4994,79210,5610.14%+5,769
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
120,133131,570+11,43719,65125,2290.33%+5,577
META PLATFORMS INC(META)48,31558,930+10,61527,64233,1950.44%+5,552
JOHNSON & JOHNSON(JNJ)59,51878,892+19,37414,54920,0360.26%+5,488
UBS GROUP AG(UBS)652,816615,773-37,04325,08830,4710.40%+5,383
FERRARI N V
COM
30,95842,077+11,11910,37215,5860.21%+5,214
AYA GOLD & SILVER INC(AYA)0272,666+272,66605,1450.07%+5,145
CHECK POINT SOFTWARE TECH LT
ORD
751,620854,413+102,793107,391112,3141.48%+4,923
CITIGROUP INC(C)90,490107,076+16,58610,26214,9860.20%+4,724
TRANE TECHNOLOGIES PLC(TT)23,21828,834+5,6169,67614,1620.19%+4,486
HONEYWELL AEROSPACE INC019,979+19,97904,4170.06%+4,417
DELL TECHNOLOGIES INC(DELL)36,12723,794-12,3335,93010,2660.14%+4,337
PINTEREST INC(PINS)2,381,9852,275,994-105,99143,68647,8640.63%+4,179
BLACKROCK INC(BLK)21,91526,240+4,32521,07625,2310.33%+4,155
CROWDSTRIKE HLDGS INC(CRWD)6,9648,962+1,9982,7196,8390.09%+4,120
TOAST INC(TOST)2,062,4042,112,357+49,95354,67458,7660.77%+4,091
SELECT SECTOR SPDR TR
ST STR ENERG ETF
49675,525+75,029304,0110.05%+3,981
COCA COLA CO(KO)393,974414,137+20,16329,96233,6570.44%+3,695
ILLINOIS TOOL WKS INC(ITW)47,68059,345+11,66512,41116,0510.21%+3,640
PROCTER & GAMBLE CO(PG)303,673322,666+18,99343,86347,3160.62%+3,453
CADENCE DESIGN SYSTEM INC(CDNS)20,83424,289+3,4555,7899,1160.12%+3,327
MODINE MFG CO(MOD)012,171+12,17103,2500.04%+3,250
LAM RESEARCH CORP(LRCX)2,3738,541+6,1685073,7010.05%+3,194
O-I GLASS INC(OI)1,530,0152,000,015+470,00016,08019,2600.25%+3,180
DUPONT DE NEMOURS INC023,418+23,41803,1760.04%+3,176
CLOROX CO DEL(CLX)108,419149,792+41,37311,23514,2960.19%+3,061
KLA CORP(KLAC)1,22916,129+14,9001,8104,8660.06%+3,057
INTEL CORP(INTC)32,44731,337-1,1101,4324,3760.06%+2,944
WASTE MGMT INC DEL(WM)222,889242,954+20,06551,21854,1500.71%+2,932
UNITEDHEALTH GROUP INC(UNH)42,13034,359-7,77111,40014,2810.19%+2,881
MATCH GROUP INC NEW(MTCH)4,949,3494,068,609-880,740151,995154,8112.04%+2,816
TESLA INC(TSLA)12,82717,818+4,9914,7687,4940.10%+2,726
ALLSTATE CORP(ALL)52,00056,235+4,23510,78213,3810.18%+2,599
ISHARES TR178,58895,280-83,30858,69561,0520.80%+2,357
WELLS FARGO & CO(WFC)761,205761,010-19560,60062,8900.83%+2,290
GENERAC HLDGS INC(GNRC)07,514+7,51402,2000.03%+2,200
CATERPILLAR INC(CAT)4,0074,677+6702,8394,9810.07%+2,142
DIREXION SHARES ETF TRUST
DLY MU BULL 2X
02,000+2,00002,0970.03%+2,097
MCKESSON CORP(MCK)3,2156,437+3,2222,7824,8640.06%+2,082
MONOLITHIC PWR SYS INC(MPWR)1,4372,506+1,0691,5713,4640.05%+1,893
ISHARES TR79,72079,72007,6769,5130.13%+1,837
MORGAN STANLEY(MS)8,27514,879+6,6041,3623,1100.04%+1,748
COEUR MNG INC(CDE)410,981577,959+166,9787,7149,4320.12%+1,718
KENVUE INC(KVUE)900,000900,000015,51617,1990.23%+1,683
BIOGEN INC(BIIB)56,97056,064-90610,44412,1130.16%+1,669
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