Fund HoldingsEDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$4.96B
Total Bought
$3.81B
Total Sold
$3.90B
Net Transaction
-$84.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BANK AMERICA CORP05,917,312+5,917,3120162,0163.26%+162,016
VERIZON COMMUNICATIONS INC(VZ)04,688,025+4,688,0250151,9393.06%+151,939
MICROSOFT CORP(MSFT)0476,694+476,6940150,5173.03%+150,517
NETAPP(NTAP)01,737,959+1,737,9590131,8762.66%+131,876
AKAMAI TECHNOLOGIES INC(AKAM)01,043,249+1,043,2490111,1482.24%+111,148
AMAZON COM INC(AMZN)0773,038+773,038098,2691.98%+98,269
CVS HEALTH CORP(CVS)01,357,358+1,357,358094,7711.91%+94,771
MATCH GROUP INC NEW(MTCH)02,180,031+2,180,031085,4031.72%+85,403
UNITEDHEALTH GROUP INC(UNH)0167,305+167,305084,3541.70%+84,354
GUIDEWIRE SOFTWARE INC(GWRE)0917,571+917,571082,5811.66%+82,581
PFIZER INC(PFE)02,300,902+2,300,902076,3211.54%+76,321
CHECK POINT SOFTWARE TECH LT
ORD
0530,927+530,927070,7621.43%+70,762
APPLE INC(AAPL)0369,815+369,815063,3161.28%+63,316
MEDTRONIC PLC(MDT)0721,667+721,667056,5501.14%+56,550
NVIDIA CORPORATION(NVDA)0129,497+129,497056,3301.13%+56,330
STELLANTIS N.V(STLA)02,873,088+2,873,088055,4061.12%+55,406
VEEVA SYS INC(VEEV)0272,273+272,273055,3941.12%+55,394
CENTENE CORP DEL(CNC)0798,593+798,593055,0071.11%+55,007
FEDEX CORP(FDX)0189,007+189,007050,0721.01%+50,072
INVESCO QQQ TR0135,428+135,428048,5200.98%+48,520
RADNET INC(RDNT)01,713,228+1,713,228048,2960.97%+48,296
ELI LILLY & CO(LLY)082,828+82,828044,4890.90%+44,489
ACCENTURE PLC IRELAND
SHS CLASS A
0142,006+142,006043,6110.88%+43,611
NEXTERA ENERGY INC(NEE)0760,136+760,136043,5480.88%+43,548
BAXTER INTL INC01,068,600+1,068,600040,3290.81%+40,329
NOV INC(NOV)01,895,000+1,895,000039,6060.80%+39,606
MCDONALDS CORP(MCD)0149,087+149,087039,2750.79%+39,275
HESS CORP0225,000+225,000034,4250.69%+34,425
VISA INC(V)0131,382+131,382030,2190.61%+30,219
CCC INTELLIGENT SOLUTIONS HL(CCC)02,230,800+2,230,800029,7810.60%+29,781
BROOKDALE SR LIVING INC(BKD)07,105,400+7,105,400029,4160.59%+29,416
HALLIBURTON CO(HAL)0720,000+720,000029,1600.59%+29,160
THERMO FISHER SCIENTIFIC INC(TMO)056,704+56,704028,7020.58%+28,702
BERKSHIRE HATHAWAY INC DEL081,312+81,312028,4840.57%+28,484
METLIFE INC(MET)0435,476+435,476027,3960.55%+27,396
ISHARES TR0263,269+263,269026,8590.54%+26,859
COTY INC(COTY)02,407,280+2,407,280026,4710.53%+26,471
AT&T INC(T)01,732,735+1,732,735026,0260.52%+26,026
BRISTOL-MYERS SQUIBB CO(BMY)0436,045+436,045025,3080.51%+25,308
MANHATTAN ASSOCIATES INC(MANH)0126,730+126,730025,0490.50%+25,049
MERCK & CO INC(MRK)0242,946+242,946025,0110.50%+25,011
PERRIGO CO PLC(PRGO)0780,000+780,000024,9210.50%+24,921
KENVUE INC(KVUE)01,230,000+1,230,000024,6980.50%+24,698
CHART INDS INC0145,000+145,000024,5220.49%+24,522
DATADOG INC(DDOG)0268,655+268,655024,4720.49%+24,472
UNITED STATES CELLULAR CORP(AD)0560,000+560,000024,0630.48%+24,063
DEERE & CO(DE)061,673+61,673023,2750.47%+23,275
EVENTBRITE INC02,308,300+2,308,300022,7600.46%+22,760
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0148,203+148,203020,9990.42%+20,999
HOME DEPOT INC(HD)067,618+67,618020,4310.41%+20,431
ALLSTATE CORP(ALL)0177,367+177,367019,7600.40%+19,760
BIOMARIN PHARMACEUTICAL INC(BMRN)0219,523+219,523019,4230.39%+19,423
JPMORGAN CHASE & CO(JPM)0132,767+132,767019,2540.39%+19,254
MOHAWK INDS(MHK)0220,000+220,000018,8780.38%+18,878
ELEVANCE HEALTH INC(ELV)043,070+43,070018,7540.38%+18,754
APTIV PLC(APTV)0187,433+187,433018,4790.37%+18,479
LINDE PLC(LIN)049,285+49,285018,4240.37%+18,424
WASTE MGMT INC DEL(WM)0118,357+118,357018,0420.36%+18,042
MATTEL INC(MAT)0800,000+800,000017,6240.36%+17,624
MASTEC INC(MTZ)0243,617+243,617017,5330.35%+17,533
BOSTON SCIENTIFIC CORP(BSX)0331,322+331,322017,4940.35%+17,494
ILLUMINA INC(ILMN)0125,063+125,063017,1690.35%+17,169
DOXIMITY INC(DOCS)743,5102,000,950+1,257,44025,29442,4600.86%+17,166
ADOBE INC(ADBE)032,924+32,924016,7880.34%+16,788
GILEAD SCIENCES INC(GILD)0223,991+223,991016,7860.34%+16,786
GENERAL MTRS CO(GM)0490,000+490,000016,1550.33%+16,155
UBS GROUP AG(UBS)0648,708+648,708016,1240.32%+16,124
PULTE GROUP INC(PHM)0213,725+213,725015,8260.32%+15,826
COCA COLA CO(KO)0282,220+282,220015,7990.32%+15,799
IQVIA HLDGS INC(IQV)078,085+78,085015,3630.31%+15,363
DANAHER CORPORATION(DHR)061,840+61,840015,3430.31%+15,343
ICICI BANK LIMITED(IBN)0641,100+641,100014,8220.30%+14,822
SOUTHWESTERN ENERGY CO02,200,000+2,200,000014,1900.29%+14,190
CHEVRON CORP NEW(CVX)083,774+83,774014,1260.28%+14,126
WELLS FARGO CO NEW(WFC)0341,141+341,141013,9390.28%+13,939
CENTERRA GOLD INC(CGAU)02,800,000+2,800,000013,8440.28%+13,844
PATTERSON-UTI ENERGY INC(PTEN)0980,000+980,000013,5630.27%+13,563
MOSAIC CO NEW(MOS)0380,000+380,000013,5280.27%+13,528
CISCO SYS INC(CSCO)0240,393+240,393012,9240.26%+12,924
ABBOTT LABS0132,776+132,776012,8590.26%+12,859
QORVO INC(QRVO)0132,687+132,687012,6680.26%+12,668
MODERNA INC(MRNA)0121,512+121,512012,5510.25%+12,551
BIOGEN INC(BIIB)048,145+48,145012,3740.25%+12,374
DIAMOND OFFSHORE DRILLING IN0825,000+825,000012,1110.24%+12,111
VANGUARD WORLD FDS
HEALTH CAR ETF
051,503+51,503012,1080.24%+12,108
ISHARES TR026,497+26,497012,5500.25%+12,550
POSCO HOLDINGS INC(PKX)300300029,30641,3860.83%+12,080
STERICYCLE INC0261,245+261,245011,6800.24%+11,680
HONEYWELL INTL INC(HON)061,716+61,716011,4010.23%+11,401
VIATRIS INC(VTRS)01,151,009+1,151,009011,3490.23%+11,349
WALMART INC(WMT)069,560+69,560011,1250.22%+11,125
PROCTER AND GAMBLE CO(PG)076,131+76,131011,1040.22%+11,104
ON SEMICONDUCTOR CORP(ON)0111,176+111,176010,3340.21%+10,334
JOHNSON & JOHNSON(JNJ)063,289+63,28909,8570.20%+9,857
ALIGN TECHNOLOGY INC031,693+31,69309,6770.19%+9,677
EXACT SCIENCES CORP(EXK)0138,176+138,17609,4260.19%+9,426
DARLING INGREDIENTS INC(DAR)0179,081+179,08109,3480.19%+9,348
CRH PLC
ORD
0167,485+167,48509,2960.19%+9,296
S&P GLOBAL INC(SPGI)025,061+25,06109,1580.18%+9,158
ISHARES TR0182,259+182,25909,0820.18%+9,082
Page 1 of 1