Fund HoldingsEDMOND DE ROTHSCHILD HOLDING S.A.

Total Portfolio Value
$7.04B
Total Bought
$1.20B
Total Sold
$678.14M
Net Transaction
+$526.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
TOTALENERGIES SE(TTE)02,011,408+2,011,4080131,3821.87%+131,382
INVESCO QQQ TR0158,241+158,241097,2091.38%+97,209
STELLANTIS N.V(STLA)08,305,990+8,305,990091,9881.31%+91,988
IQVIA HLDGS INC(IQV)0332,431+332,431074,9331.06%+74,933
CATERPILLAR INC(CAT)083,306+83,306047,7240.68%+47,724
GITLAB INC(GTLB)01,146,690+1,146,690043,0350.61%+43,035
HOME DEPOT INC(HD)31,398156,443+125,04512,72253,8320.76%+41,110
INVESCO EXCH TRADED FD TR II154,411623,086+468,67512,07652,5200.75%+40,443
WALMART INC(WMT)0372,858+372,858041,5400.59%+41,540
AKAMAI TECHNOLOGIES INC(AKAM)02,586,253+2,586,2530225,6513.20%+225,651
BRUKER CORP(BRKR)3,166,7202,856,038-310,682102,887134,5481.91%+31,661
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
0408,663+408,663029,1990.41%+29,199
MERCK & CO INC(MRK)209,976424,416+214,44017,62344,6740.63%+27,051
EATON CORP PLC(ETN)076,172+76,172024,2620.34%+24,262
CHECK POINT SOFTWARE TECH LT
ORD
0597,866+597,8660110,9681.58%+110,968
ILLUMINA INC(ILMN)01,020,908+1,020,9080133,9021.90%+133,902
SLB LIMITED(SLB)5,139,5255,153,080+13,555176,645197,7752.81%+21,130
AMAZON COM INC(AMZN)0665,327+665,3270153,5712.18%+153,571
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
0112,933+112,933017,2810.25%+17,281
CONSTELLATION BRANDS INC(STZ)0120,140+120,140016,5750.24%+16,575
PINTEREST INC(PINS)1,029,1001,897,830+868,73033,10649,1350.70%+16,029
ISHARES TR142,535179,837+37,30238,64454,1580.77%+15,514
ALPHABET INC(GOOG)1,361,9461,106,527-255,419331,089346,3434.92%+15,254
HUBSPOT INC(HUBS)167,089230,011+62,92278,16492,3031.31%+14,139
VISA INC(V)0155,853+155,853054,6590.78%+54,659
CCC INTELLIGENT SOLUTIONS HL(CCC)012,044,029+12,044,029095,7501.36%+95,750
ARISTA NETWORKS INC(ANET)090,749+90,749011,8910.17%+11,891
ROYAL BK CDA(RY)360,508371,010+10,50253,11563,4030.90%+10,289
BOOZ ALLEN HAMILTON HLDG COR1,280,2281,632,818+352,590127,959137,7451.96%+9,786
CBOE GLOBAL MKTS INC(CBOE)037,919+37,91909,5180.14%+9,518
CISCO SYS INC(CSCO)347,362431,179+83,81723,76733,2140.47%+9,447
TOAST INC(TOST)0771,397+771,397027,3920.39%+27,392
ZOETIS INC(ZTS)0464,742+464,742058,4740.83%+58,474
NEWMONT CORP(NEM)425,599444,335+18,73635,88244,3670.63%+8,485
GILEAD SCIENCES INC(GILD)069,518+69,51808,5330.12%+8,533
GE VERNOVA INC(GEV)011,720+11,72007,6600.11%+7,660
APPLE INC(AAPL)258,030268,470+10,44065,70272,9861.04%+7,284
INTERNATIONAL BUSINESS MACHS(IBM)090,239+90,239026,7300.38%+26,730
ELI LILLY & CO(LLY)043,875+43,875047,1520.67%+47,152
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0145,056+145,05606,4850.09%+6,485
GENERAL MLS INC(GIS)354,000519,493+165,49317,84924,1560.34%+6,308
VANECK ETF TRUST
SEMICONDUCTR ETF
22,14537,456+15,3117,22713,4890.19%+6,262
UNITEDHEALTH GROUP INC(UNH)042,130+42,130013,9080.20%+13,908
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0121,075+121,075036,7930.52%+36,793
FRANCO NEV CORP(FNV)025,003+25,00305,1940.07%+5,194
ORACLE CORP(ORCL)067,495+67,495013,1550.19%+13,155
DEUTSCHE BANK A G
NAMEN AKT
1,223,0911,229,612+6,52143,00947,8370.68%+4,828
JPMORGAN CHASE & CO(JPM)157,049168,136+11,08749,53854,1770.77%+4,639
UBS GROUP AG(UBS)0544,014+544,014025,3660.36%+25,366
PALO ALTO NETWORKS INC(PANW)078,984+78,984014,5490.21%+14,549
MCDONALDS CORP(MCD)042,018+42,018012,8420.18%+12,842
CENTENE CORP DEL(CNC)42,000128,300+86,3001,4995,2800.07%+3,781
CLARIVATE PLC(CLVT)011,820,940+11,820,940039,4820.56%+39,482
COCA COLA CO(KO)0424,488+424,488029,6760.42%+29,676
AGNICO EAGLE MINES LTD(AEM)108,826127,311+18,48518,32721,6300.31%+3,303
ICON PLC(ICLR)45,74361,332+15,5898,00511,1760.16%+3,171
PROCTER AND GAMBLE CO(PG)0289,651+289,651041,5100.59%+41,510
SEALED AIR CORP NEW560,000550,000-10,00019,79622,7870.32%+2,991
ZIPRECRUITER INC04,910,895+4,910,895019,1520.27%+19,152
BIOMARIN PHARMACEUTICAL INC(BMRN)0664,530+664,530039,4930.56%+39,493
TJX COS INC NEW(TJX)215,308218,799+3,49131,12133,6100.48%+2,489
BANK AMERICA CORP03,154,816+3,154,8160173,5152.46%+173,515
ALPHABET INC(GOOG)0151,012+151,012047,3880.67%+47,388
BIOGEN INC(BIIB)66,97066,97009,38111,7860.17%+2,405
BROADCOM INC(AVGO)127,772128,295+52342,15344,4030.63%+2,250
O-I GLASS INC(OI)01,110,015+1,110,015016,3840.23%+16,384
TRIMBLE INC(TRMB)0103,830+103,83008,1350.12%+8,135
EQUINOX GOLD CORP(EQX)0200,612+200,61202,8260.04%+2,826
IAMGOLD CORP(IAG)281,791343,513+61,7223,6445,6650.08%+2,021
VERIZON COMMUNICATIONS INC(VZ)05,024,512+5,024,5120204,6482.91%+204,648
MEDTRONIC PLC(MDT)602,260617,944+15,68457,35959,3600.84%+2,000
MAKEMYTRIP LIMITED MAURITIUS
SHS
023,475+23,47501,9280.03%+1,928
SPDR GOLD TR(GLD)64,20062,320-1,88022,82124,6980.35%+1,877
DEXCOM INC(DXCM)094,350+94,35006,2620.09%+6,262
VISTRA CORP(VST)010,812+10,81201,7440.02%+1,744
NEXTERA ENERGY INC(NEE)709,518688,448-21,07053,56255,2690.78%+1,707
MICRON TECHNOLOGY INC(MU)07,918+7,91802,2600.03%+2,260
ALAMOS GOLD INC NEW184,429208,956+24,5276,4268,0880.11%+1,662
KINROSS GOLD CORP(KGC)393,610403,833+10,2239,76511,4020.16%+1,637
TANDEM DIABETES CARE INC(TNDM)0258,200+258,20005,6750.08%+5,675
PENUMBRA INC(PEN)011,380+11,38003,5380.05%+3,538
ARGENX SE(ARGX)01,928+1,92801,6210.02%+1,621
FIRST SOLAR INC(FSLR)013,316+13,31603,4790.05%+3,479
ELEVANCE HEALTH INC FORMERLY(ELV)08,861+8,86103,1060.04%+3,106
JOHNSON & JOHNSON(JNJ)56,31858,077+1,75910,44212,0190.17%+1,577
ADVANCED MICRO DEVICES INC(AMD)042,316+42,31609,0620.13%+9,062
NURIX THERAPEUTICS INC(NRIX)080,000+80,00001,5180.02%+1,518
ICICI BANK LIMITED(IBN)0890,335+890,335026,5320.38%+26,532
ARIS MNG CORP(ARIS)202,980204,539+1,5591,9893,3250.05%+1,337
AMERICAN INTL GROUP INC0232,345+232,345019,8770.28%+19,877
WEYERHAEUSER CO MTN BE(WY)1,189,8801,301,200+111,32029,49730,8250.44%+1,328
THERMO FISHER SCIENTIFIC INC(TMO)49,80543,965-5,84024,15625,4760.36%+1,319
ABBOTT LABS0131,022+131,022016,4160.23%+16,416
VIATRIS INC(VTRS)1,130,2671,000,267-130,00011,19012,4530.18%+1,264
PATTERSON-UTI ENERGY INC(PTEN)01,900,000+1,900,000011,6090.16%+11,609
KENVUE INC(KVUE)0900,000+900,000015,5250.22%+15,525
ALCON AG(ALC)091,670+91,67007,3180.10%+7,318
GRUPO FINANCIERO GALICIA S.A(GGAL)029,430+29,43001,5870.02%+1,587
NASDAQ INC(NDAQ)78,54483,617+5,0736,9478,1220.12%+1,175
HALLIBURTON CO(HAL)430,000414,800-15,20010,57811,7220.17%+1,144
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