Fund Holdings — EDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$5.99B
Total Bought
$796.98M
Total Sold
$779.65M
Net Transaction
+$17.34M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0764,268+764,268084,1081.40%+84,108
NVIDIA CORPORATION(NVDA)110,938142,877+31,93954,939129,0982.16%+74,159
BANK AMERICA CORP6,115,2326,319,697+204,465205,900239,6434.00%+33,743
MATCH GROUP INC NEW(MTCH)3,136,4184,080,312+943,894114,479148,0342.47%+33,554
ALPHABET INC(GOOG)1,269,5441,391,380+121,836177,343210,0013.51%+32,658
PACIFIC BIOSCIENCES CALIF IN(PACB)995,50010,507,287+9,511,7879,76639,4020.66%+29,636
QIAGEN NV(QGEN)0684,575+684,575029,3610.49%+29,361
SCHLUMBERGER LTD(SLB)2,189,7862,577,153+387,367113,956141,2542.36%+27,297
VEEVA SYS INC(VEEV)424,774468,410+43,63681,777108,5261.81%+26,748
DENTSPLY SIRONA INC(XRAY)205,8001,025,200+819,4007,32434,0260.57%+26,702
NETAPP INC(NTAP)1,590,1021,583,287-6,815140,183166,1982.77%+26,014
MICROSOFT CORP(MSFT)452,523455,419+2,896170,167191,6043.20%+21,437
AKAMAI TECHNOLOGIES INC(AKAM)1,051,9381,322,358+270,420124,497143,8202.40%+19,323
VERIZON COMMUNICATIONS INC(VZ)5,207,0445,082,510-124,534196,306213,2623.56%+16,957
SEALED AIR CORP NEW(SDA)0450,000+450,000016,7400.28%+16,740
TAIWAN SEMICONDUCTOR MFG LTD(TSM)170,185245,547+75,36217,69933,4070.56%+15,707
EMERSON ELEC CO(EMR)340,443421,890+81,44733,13547,8510.80%+14,715
O-I GLASS INC(OI)0880,215+880,215014,6030.24%+14,603
FIFTH THIRD BANCORP(FITB)0390,000+390,000014,5120.24%+14,512
CHECK POINT SOFTWARE TECH LT
ORD
615,898652,405+36,50794,103107,0321.79%+12,929
ELI LILLY & CO(LLY)54,53856,387+1,84931,79143,8670.73%+12,076
WHIRLPOOL CORP(WHR)0100,000+100,000011,9630.20%+11,963
LAUDER ESTEE COS INC(EL)46,734113,475+66,7416,83517,4920.29%+10,657
PALO ALTO NETWORKS INC(PANW)31,02067,817+36,7979,14719,2690.32%+10,121
MODERNA INC(MRNA)109,363188,701+79,33810,87620,1080.34%+9,232
INTUITIVE SURGICAL INC2,54123,571+21,0302559,4070.16%+9,152
MOSAIC CO NEW(MOS)380,000690,000+310,00013,57722,3970.37%+8,820
BOOZ ALLEN HAMILTON HLDG COR520,277506,290-13,98766,54975,1541.25%+8,605
FEDEX CORP(FDX)221,705221,223-48256,08564,0971.07%+8,012
DISNEY WALT CO(DIS)345,902320,259-25,64331,23139,1870.65%+7,955
EXXON MOBIL CORP14,15079,574+65,4241,4159,2500.15%+7,835
MARSH & MCLENNAN COS INC(MRVL)30,764136,168+105,4041,8559,6520.16%+7,796
LINDE PLC(LIN)52,37361,264+8,89121,42628,3990.47%+6,973
SELECT SECTOR SPDR TR
ST STR ENERG ETF
12572,405+72,280106,8360.11%+6,825
ALNYLAM PHARMACEUTICALS INC(ALNY)15,80065,050+49,2503,0249,7220.16%+6,697
QORVO INC(QRVO)115,777166,657+50,88013,03819,1370.32%+6,100
CLEVELAND-CLIFFS INC NEW(CLF)500,000715,000+215,00010,21016,2590.27%+6,049
MARSH & MCLENNAN COS INC(MRSH)024,936+24,93605,1360.09%+5,136
DIAMOND OFFSHORE DRILLING IN1,760,0002,050,000+290,00022,88027,9620.47%+5,082
CONSTELLATION BRANDS INC(STZ)1,26419,773+18,5093065,3740.09%+5,068
CCC INTELLIGENT SOLUTIONS HL(CCC)2,070,2002,386,300+316,10023,58028,5400.48%+4,961
AMAZON COM INC(AMZN)713,405628,377-85,028108,396113,3461.89%+4,950
MASTEC INC(MTZ)220,000230,000+10,00016,65821,4480.36%+4,789
CONOCOPHILLIPS(COP)298,549308,783+10,23434,65339,3020.66%+4,649
METLIFE INC(MET)434,384450,249+15,86528,72633,3680.56%+4,642
BROOKDALE SR LIVING INC(BKD)6,325,6006,260,560-65,04036,81541,3820.69%+4,567
EQUINIX INC(EQIX)1,5316,825+5,2941,2335,6330.09%+4,400
ISHARES BITCOIN TR(IBIT)0103,600+103,60004,1930.07%+4,193
GENERAL MTRS CO(GM)490,000480,228-9,77217,60121,7780.36%+4,178
CARLYLE GROUP INC(CG)1,04089,549+88,509424,2010.07%+4,158
BAXTER INTL INC1,219,2371,198,341-20,89647,13651,2170.86%+4,081
MICRON TECHNOLOGY INC(MU)4,08036,875+32,7953484,3470.07%+3,999
MERCK & CO INC(MRK)167,092167,864+77218,21622,1500.37%+3,933
BOSTON SCIENTIFIC CORP(BSX)687,832634,611-53,22139,76443,4650.73%+3,701
MOHAWK INDS INC(MHK)225,000205,000-20,00023,28826,8320.45%+3,545
CITIGROUP INC(C)1,023,517887,397-136,12052,65056,1190.94%+3,469
BERKSHIRE HATHAWAY INC DEL74,87471,734-3,14026,70530,1660.50%+3,461
AMERICAN INTL GROUP INC309,725310,863+1,13820,98424,3000.41%+3,316
CLARIVATE PLC(CLVT)2,762,0003,884,650+1,122,65025,57628,8630.48%+3,287
NOV INC(NOV)2,200,0002,450,000+250,00044,61647,8240.80%+3,208
ICICI BANK LIMITED(IBN)649,505706,115+56,61015,48418,6480.31%+3,164
CRH PLC
ORD
163,105163,105011,07714,0630.23%+2,985
PULTE GROUP INC(PHM)203,725198,725-5,00021,02823,9700.40%+2,942
ALPHABET INC(GOOG)332,616326,882-5,73446,87649,7710.83%+2,895
EDWARDS LIFESCIENCES CORP96,273106,886+10,6137,34110,2140.17%+2,873
WELLS FARGO CO NEW(WFC)331,496330,425-1,07116,31619,1510.32%+2,835
PROCORE TECHNOLOG IES INC(PCOR)033,082+33,08202,7180.05%+2,718
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,00820,901+16,8935473,0880.05%+2,541
COCA COLA CO(KO)337,409366,464+29,05519,88422,4200.37%+2,537
NASDAQ INC(NDAQ)27,63858,713+31,0751,6073,7050.06%+2,098
RIVIAN AUTOMOTIVE INC(RIVN)00002,0800.03%+2,080
THERMO FISHER SCIENTIFIC INC(TMO)55,24753,988-1,25929,32531,3780.52%+2,054
ADVANCED MICRO DEVICES INC(AMD)63,87862,839-1,0399,41611,3420.19%+1,926
ALIBABA GROUP HLDG LTD(BABA)797,009879,377+82,36861,77663,6321.06%+1,856
INVESCO QQQ TR133,399127,181-6,21854,63056,4700.94%+1,840
ROYAL CARIBBEAN GROUP(RCL)00001,7060.03%+1,706
ANGLOGOLD ASHANTI PLC(AU)20,00089,236+69,2363841,9970.03%+1,613
ROBINHOOD MKTS INC(HOOD)080,000+80,00001,6100.03%+1,610
WESTERN DIGITAL CORP(WDC)023,407+23,40701,5970.03%+1,597
DEERE & CO(DE)24,38727,544+3,1579,75211,3130.19%+1,562
CENTERRA GOLD INC(CGAU)2,660,0002,949,795+289,79515,87917,4250.29%+1,547
META PLATFORMS INC(META)19,27217,218-2,0546,8228,3610.14%+1,539
CROWDSTRIKE HLDGS INC(CRWD)50,25044,748-5,50212,83014,3460.24%+1,516
QUALCOMM INC(QCOM)77,33974,739-2,60011,18612,6530.21%+1,468
AXON ENTERPRISE INC(AXON)00001,4030.02%+1,403
TRIP COM GROUP LTD(TCOM)104,600117,610+13,0103,7675,1620.09%+1,395
MICROSTRATEGY INC(MSTR)00001,3740.02%+1,374
ZOETIS INC(ZTS)105,328130,880+25,55220,78922,1460.37%+1,358
BAKER HUGHES COMPANY(BKR)804,621861,154+56,53327,50228,8490.48%+1,347
ILLUMINA INC(ILMN)161,675173,715+12,04022,51223,8550.40%+1,343
FREEPORT-MCMORAN INC(FCX)13,36440,484+27,1205691,9040.03%+1,335
XYLEM INC(XYL)56,69060,101+3,4116,4837,7670.13%+1,284
VANGUARD WORLD FD
INDUSTRIAL ETF
52,46052,460011,56412,8080.21%+1,244
INTERNATIONAL BUSINESS MACHS(IBM)43,11443,237+1237,0518,2570.14%+1,205
STARBUCKS CORP(SBUX)23,28937,374+14,0852,2363,4160.06%+1,180
DANAHER CORPORATION(DHR)44,98646,350+1,36410,40711,5750.19%+1,167
AMERICAN WTR WKS CO INC NEW63,38277,957+14,5758,3669,5270.16%+1,161
NEWMONT CORP(NEM)89,380135,259+45,8793,6994,8480.08%+1,148
TRIMBLE INC(TRMB)154,607145,557-9,0508,2259,3680.16%+1,143
CHART INDS INC200,930173,189-27,74127,39328,5280.48%+1,135
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EDMOND DE ROTHSCHILD HOLDING S.A. — 13F Holdings — Q1 2024 | TickerTrail