Fund HoldingsEDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$6.27B
Total Bought
$1.16B
Total Sold
$800.09M
Net Transaction
+$355.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DATADOG INC(DDOG)0701,480+701,480094,2301.50%+94,230
ILLUMINA INC(ILMN)594,9421,428,692+833,75047,203136,3122.17%+89,109
WORKIVA INC(WK)01,295,497+1,295,497088,6771.41%+88,677
NVIDIA CORPORATION(NVDA)01,479,090+1,479,0900233,6813.73%+233,681
BRUKER CORP(BRKR)01,505,639+1,505,639062,0320.99%+62,032
MICROSOFT CORP(MSFT)0531,691+531,6910264,4684.22%+264,468
ROYAL BK CDA(RY)0349,228+349,228045,8330.73%+45,833
WASTE MGMT INC DEL(WM)0195,661+195,661044,7710.71%+44,771
ALPHABET INC(GOOG)01,457,732+1,457,7320256,8964.10%+256,896
PAYPAL HLDGS INC(PYPL)202,781653,733+450,95213,23248,5850.78%+35,354
BOOZ ALLEN HAMILTON HLDG COR829,1681,132,580+303,41286,714117,9361.88%+31,221
NETAPP INC(NTAP)0952,776+952,7760101,5181.62%+101,518
BANK AMERICA CORP03,634,381+3,634,3810171,9792.74%+171,979
CCC INTELLIGENT SOLUTIONS HL(CCC)09,022,750+9,022,750084,9041.35%+84,904
MOHAWK INDS INC(MHK)0220,000+220,000023,0650.37%+23,065
AKAMAI TECHNOLOGIES INC(AKAM)02,786,084+2,786,0840222,2183.55%+222,218
WELLS FARGO CO NEW(WFC)0288,838+288,838023,1420.37%+23,142
AMAZON COM INC(AMZN)0625,696+625,6960137,2712.19%+137,271
BLACKROCK INC(BLK)025,527+25,527026,7840.43%+26,784
JPMORGAN CHASE & CO(JPM)0147,237+147,237042,6850.68%+42,685
VEEVA SYS INC(VEEV)457,396418,453-38,943105,947120,5061.92%+14,559
BROADCOM INC(AVGO)0139,386+139,386038,4220.61%+38,422
SPDR S&P 500 ETF TR(SPY)0113,735+113,735070,2711.12%+70,271
AGCO CORP0125,000+125,000012,8950.21%+12,895
CATERPILLAR INC(CAT)94,648112,526+17,87831,21543,6840.70%+12,469
MATCH GROUP INC NEW(MTCH)05,852,947+5,852,9470180,7982.88%+180,798
CISCO SYS INC(CSCO)0307,742+307,742021,3510.34%+21,351
TRANE TECHNOLOGIES PLC(TT)022,344+22,34409,7730.16%+9,773
SENTINELONE INC(S)0551,713+551,713010,0850.16%+10,085
CLARIVATE PLC(CLVT)09,292,470+9,292,470039,9580.64%+39,958
IQVIA HLDGS INC(IQV)0133,384+133,384021,0200.34%+21,020
INVESCO QQQ TR149,557141,255-8,30270,13077,9221.24%+7,792
CME GROUP INC(CME)027,727+27,72707,6420.12%+7,642
GENERAL MLS INC(GIS)0154,000+154,00007,9790.13%+7,979
HUBSPOT INC(HUBS)45,80959,940+14,13126,17033,3640.53%+7,194
ALPHABET INC(GOOG)0262,356+262,356046,5390.74%+46,539
DECKERS OUTDOOR CORP(DECK)239,975328,268+88,29326,83233,8350.54%+7,003
UBS GROUP AG(UBS)0674,660+674,660022,7140.36%+22,714
DENTSPLY SIRONA INC(XRAY)03,087,300+3,087,300049,0260.78%+49,026
DEXCOM INC(DXCM)063,800+63,80005,5690.09%+5,569
META PLATFORMS INC(META)35,38535,024-36120,39425,8510.41%+5,456
ISHARES TR153,218143,400-9,81828,83134,2300.55%+5,399
NETFLIX INC(NFLX)012,582+12,582016,8490.27%+16,849
TOAST INC(TOST)0573,991+573,991025,4220.41%+25,422
INTERNATIONAL BUSINESS MACHS(IBM)58,78165,392+6,61114,61619,2760.31%+4,660
EDWARDS LIFESCIENCES CORP0670,812+670,812052,4640.84%+52,464
EATON CORP PLC(ETN)33,79338,399+4,6069,18613,7080.22%+4,522
BILIBILI INC0205,464+205,46404,4070.07%+4,407
ISHARES TR0180,606+180,606019,7960.32%+19,796
IONIS PHARMACEUTICALS INC(IONS)124,200197,600+73,4003,7477,8070.12%+4,060
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0157,729+157,729035,7240.57%+35,724
HUNTINGTON BANCSHARES INC(HBAN)0235,836+235,83603,9530.06%+3,953
ISHARES TR
MSCI USA MIN ETF
041,161+41,16103,8630.06%+3,863
ABBOTT LABS82,131107,798+25,66710,89514,6620.23%+3,767
EVENTBRITE INC06,733,879+6,733,879017,7100.28%+17,710
BAKER HUGHES COMPANY(BKR)0158,552+158,55206,0790.10%+6,079
UBER TECHNOLOGIES INC(UBER)068,900+68,90006,4280.10%+6,428
AGNICO EAGLE MINES LTD(AEM)61,69981,810+20,1116,6979,7100.15%+3,013
MASTEC INC(MTZ)075,000+75,000012,7820.20%+12,782
FIFTH THIRD BANCORP(FITB)0471,061+471,061019,3750.31%+19,375
NEWMONT CORP(NEM)400,462381,628-18,83419,33422,2340.35%+2,899
MCDONALDS CORP(MCD)028,199+28,19908,2390.13%+8,239
OR ROYALTIES INC(OR)0110,408+110,40802,8260.05%+2,826
CITIGROUP INC(C)0304,982+304,982025,9600.41%+25,960
MATTEL INC(MAT)0140,000+140,00002,7610.04%+2,761
ORACLE CORP(ORCL)036,317+36,31707,9400.13%+7,940
ICICI BANK LIMITED(IBN)808,160828,272+20,11225,47327,8630.44%+2,390
GLOBAL X FDS
CYBRSCURTY ETF
0403,016+403,016014,9520.24%+14,952
COINBASE GLOBAL INC(COIN)012,910+12,91004,5250.07%+4,525
AMERICAN TOWER CORP NEW(AMT)010,609+10,60902,3450.04%+2,345
SPDR SERIES TRUST
ST STR SP BANK
561,714575,420+13,70629,74832,0850.51%+2,337
BIONTECH SE(BNTX)092,310+92,31009,8280.16%+9,828
DAYFORCE INC041,670+41,67002,3080.04%+2,308
PULTE GROUP INC(PHM)0280,000+280,000029,5290.47%+29,529
HOME DEPOT INC(HD)21,92427,956+6,0328,03510,2500.16%+2,215
RTX CORPORATION(RTX)13,54926,505+12,9561,7953,8700.06%+2,076
SEALED AIR CORP NEW0540,000+540,000016,7560.27%+16,756
ILLINOIS TOOL WKS INC(ITW)034,104+34,10408,4320.13%+8,432
NOBLE CORP PLC(NE)0526,535+526,535013,9800.22%+13,980
ADVANCED MICRO DEVICES INC(AMD)048,196+48,19606,8390.11%+6,839
WHEATON PRECIOUS METALS CORP(WPM)77,07187,387+10,3165,9837,8470.13%+1,864
APPLIED MATLS INC44,16345,165+1,0026,4098,2680.13%+1,859
PERRIGO CO PLC(PRGO)1,311,5201,441,428+129,90836,77538,5150.61%+1,740
PALO ALTO NETWORKS INC(PANW)047,123+47,12309,6430.15%+9,643
KKR & CO INC(KKR)038,027+38,02705,0590.08%+5,059
DELL TECHNOLOGIES INC(DELL)046,271+46,27105,6730.09%+5,673
SYNOPSYS INC(SNPS)024,500+24,500012,5610.20%+12,561
XYLEM INC(XYL)065,841+65,84108,5170.14%+8,517
ALCON AG(ALC)55,67777,894+22,2175,2586,8560.11%+1,599
CADENCE DESIGN SYSTEM INC(CDNS)018,996+18,99605,8540.09%+5,854
CAMECO CORP(CCJ)048,182+48,18203,5740.06%+3,574
INVESCO EXCH TRADED FD TR II150,809153,800+2,9919,46611,0150.18%+1,549
METLIFE INC(MET)0520,737+520,737041,8780.67%+41,878
UNITY SOFTWARE INC(U)2,088,0031,751,421-336,58240,90442,3840.68%+1,480
ANGLOGOLD ASHANTI PLC(AU)122,331133,642+11,3114,5716,0190.10%+1,448
HONEYWELL INTL INC(HON)049,712+49,712011,5770.18%+11,577
COSTCO WHSL CORP NEW(COST)02,595+2,59502,5690.04%+2,569
FIRST SOLAR INC(FSLR)08,392+8,39201,3890.02%+1,389
VANECK ETF TRUST
SEMICONDUCTR ETF
022,145+22,14506,1760.10%+6,176
KINROSS GOLD CORP(KGC)322,862346,610+23,7484,0765,3940.09%+1,318
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