Fund HoldingsEDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$6.21B
Total Bought
$818.63M
Total Sold
$628.49M
Net Transaction
+$190.14M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO QQQ TR2,364140,296+137,9321,13368,4741.10%+67,342
UNITY SOFTWARE INC(U)01,535,315+1,535,315034,7290.56%+34,729
EDWARDS LIFESCIENCES CORP0659,334+659,334043,5090.70%+43,509
AKAMAI TECHNOLOGIES INC(AKAM)1,925,6742,043,708+118,034173,465206,3123.32%+32,848
MATCH GROUP INC NEW(MTCH)5,154,9224,925,701-229,221156,607186,3893.00%+29,782
TELEDYNE TECHNOLOGIES INC(TDY)97,103147,281+50,17837,67464,4591.04%+26,785
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
0146,126+146,126026,1800.42%+26,180
BROADCOM INC(AVGO)2,563174,906+172,3434,11530,1710.49%+26,056
NVIDIA CORPORATION(NVDA)1,308,2711,500,176+191,905161,624182,1812.93%+20,558
ALIBABA GROUP HLDG LTD(BABA)965,941840,611-125,33069,54889,2061.44%+19,658
ILLUMINA INC(ILMN)0284,371+284,371037,0850.60%+37,085
ISHARES TR68,947140,703+71,75617,00432,4450.52%+15,440
NOBLE CORP PLC(NE)0411,580+411,580014,8750.24%+14,875
WEYERHAEUSER CO MTN BE(WY)0430,000+430,000014,5600.23%+14,560
VANGUARD WORLD FD
FINANCIALS ETF
0128,850+128,850014,1620.23%+14,162
CLEVELAND-CLIFFS INC NEW(CLF)01,100,000+1,100,000014,0470.23%+14,047
VEEVA SYS INC(VEEV)627,022613,003-14,019114,751128,6512.07%+13,900
BIOMARIN PHARMACEUTICAL INC(BMRN)0413,227+413,227029,0460.47%+29,046
QUALCOMM INC(QCOM)0122,303+122,303020,7980.33%+20,798
MERCK & CO INC(MRK)0297,992+297,992033,8400.54%+33,840
VERIZON COMMUNICATIONS INC(VZ)04,983,183+4,983,1830223,7953.60%+223,795
BAXTER INTL INC01,620,061+1,620,061061,5140.99%+61,514
PACIFIC BIOSCIENCES CALIF IN020,307,880+20,307,880034,5230.56%+34,523
CLARIVATE PLC(CLVT)04,859,830+4,859,830034,5050.56%+34,505
SCHLUMBERGER LTD(SLB)3,881,1084,620,366+739,258183,111193,8243.12%+10,714
APPLE INC(AAPL)314,274328,658+14,38466,19276,5771.23%+10,385
ISHARES TR0103,840+103,840010,1870.16%+10,187
BEIGENE LTD(ONC)0103,890+103,890023,3240.38%+23,324
ISHARES TR050,428+50,42809,9430.16%+9,943
DATADOG INC(DDOG)168,496270,769+102,27321,85231,1550.50%+9,302
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0883,003+883,003090,5781.46%+90,578
AMAZON COM INC(AMZN)607,881678,616+70,735117,473126,4462.04%+8,973
EQUINIX INC(EQIX)013,500+13,500011,9830.19%+11,983
SPDR S&P 500 ETF TR(SPY)123,589132,146+8,55767,26075,8201.22%+8,560
COCA COLA CO(KO)0429,459+429,459030,8610.50%+30,861
BILIBILI INC0338,764+338,76407,9200.13%+7,920
GERON CORP(GERN)01,700,000+1,700,00007,7180.12%+7,718
META PLATFORMS INC(META)30,79440,044+9,25015,52722,9230.37%+7,396
CVS HEALTH CORP(CVS)01,169,683+1,169,683073,5501.18%+73,550
VISA INC(V)0148,382+148,382040,7980.66%+40,798
ALIGN TECHNOLOGY INC054,956+54,956013,9760.22%+13,976
MSCI INC(MSCI)012,161+12,16107,0890.11%+7,089
METLIFE INC(MET)0470,158+470,158038,7790.62%+38,779
DENTSPLY SIRONA INC(XRAY)1,521,8001,631,900+110,10037,90844,1590.71%+6,251
EXACT SCIENCES CORP(EXK)0238,622+238,622016,2550.26%+16,255
MICROSOFT CORP(MSFT)447,143478,859+31,716199,852206,0533.32%+6,201
ZIPRECRUITER INC05,157,497+5,157,497048,9960.79%+48,996
BIONTECH SE(BNTX)074,300+74,30008,8250.14%+8,825
ZOETIS INC(ZTS)134,954146,750+11,79623,39628,6720.46%+5,276
PULTE GROUP INC(PHM)0200,000+200,000028,7060.46%+28,706
BERKSHIRE HATHAWAY INC DEL071,824+71,824033,0580.53%+33,058
MOHAWK INDS INC(MHK)0175,000+175,000028,1190.45%+28,119
MASTEC INC(MTZ)0195,000+195,000024,0050.39%+24,005
FISERV INC(FISV)124,620128,773+4,15318,57323,1340.37%+4,561
CHART INDS INC0204,481+204,481025,3840.41%+25,384
PERRIGO CO PLC(PRGO)1,080,0001,225,000+145,00027,73432,1320.52%+4,397
ISHARES TR
FLTG RATE NT ETF
085,586+85,58604,3680.07%+4,368
O-I GLASS INC(OI)01,425,015+1,425,015018,6960.30%+18,696
ISHARES BITCOIN TRUST ETF(IBIT)0110,230+110,23003,9830.06%+3,983
MATTEL INC(MAT)0910,000+910,000017,3360.28%+17,336
ISHARES TR0282,604+282,604031,9290.51%+31,929
ARCELLX INC
COMMON STOCK
045,480+45,48003,7980.06%+3,798
UNITEDHEALTH GROUP INC(UNH)071,974+71,974042,0820.68%+42,082
DEERE & CO(DE)028,045+28,045011,7040.19%+11,704
NEWMONT CORP(NEM)0133,238+133,23807,1220.11%+7,122
AT&T INC(T)1,661,3681,583,455-77,91331,74934,8360.56%+3,087
QIAGEN NV(QGEN)0636,356+636,356028,9350.47%+28,935
MARSH & MCLENNAN COS INC(MRSH)33,37944,496+11,1177,0349,9270.16%+2,893
WHEATON PRECIOUS METALS CORP(WPM)060,344+60,34403,6860.06%+3,686
NIKE INC(NKE)0144,886+144,886012,8080.21%+12,808
T-MOBILE US INC(TMUS)022,121+22,12104,5650.07%+4,565
MAKEMYTRIP LIMITED MAURITIUS
SHS
026,549+26,54902,4680.04%+2,468
VERTIV HOLDINGS CO(VRT)023,718+23,71802,3600.04%+2,360
ABBVIE INC(ABBV)026,495+26,49505,2320.08%+5,232
FIFTH THIRD BANCORP(FITB)430,000420,000-10,00015,69117,9930.29%+2,302
BOOZ ALLEN HAMILTON HLDG COR0427,664+427,664069,6071.12%+69,607
MCDONALDS CORP(MCD)041,785+41,785012,7240.20%+12,724
CENTERRA GOLD INC(CGAU)02,157,666+2,157,666015,5000.25%+15,500
SEALED AIR CORP NEW0430,000+430,000015,6090.25%+15,609
HALLIBURTON CO(HAL)0430,000+430,000012,4920.20%+12,492
BRISTOL-MYERS SQUIBB CO(BMY)0237,261+237,261012,2760.20%+12,276
ALLSTATE CORP(ALL)095,278+95,278018,0690.29%+18,069
CF INDS HLDGS INC(CF)034,109+34,10902,9270.05%+2,927
ADVANCED MICRO DEVICES INC(AMD)99,079109,274+10,19516,07217,9300.29%+1,858
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
14,28937,109+22,8201,1042,9470.05%+1,843
CONOCOPHILLIPS(COP)0322,268+322,268033,9280.55%+33,928
INTERNATIONAL BUSINESS MACHS(IBM)042,902+42,90209,4850.15%+9,485
IQVIA HLDGS INC(IQV)073,662+73,662017,4560.28%+17,456
EMERSON ELEC CO(EMR)0456,548+456,548049,9330.80%+49,933
ADOBE INC(ADBE)49,79456,772+6,97827,66329,3950.47%+1,733
TAIWAN SEMICONDUCTOR MFG LTD(TSM)227,519237,647+10,12839,54541,2720.66%+1,727
CBOE GLOBAL MKTS INC(CBOE)011,297+11,29702,3140.04%+2,314
DELL TECHNOLOGIES INC(DELL)23,75541,926+18,1713,2764,9700.08%+1,694
PROLOGIS INC.(PLD)012,920+12,92001,6320.03%+1,632
FREEPORT-MCMORAN INC(FCX)040,180+40,18002,0060.03%+2,006
DARLING INGREDIENTS INC(DAR)570,603607,880+37,27720,97022,5890.36%+1,619
CARLYLE GROUP INC(CG)126,540153,753+27,2135,0816,6210.11%+1,540
ELI LILLY & CO(LLY)100,104103,957+3,85390,63292,1001.48%+1,468
SPDR GOLD TR(GLD)051,923+51,923012,6200.20%+12,620
PAN AMERN SILVER CORP(PAAS)37,139105,393+68,2547382,2000.04%+1,461
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