Fund HoldingsJ. Safra Sarasin Holding AG

Total Portfolio Value
$5.76B
Total Bought
$914.01M
Total Sold
$819.47M
Net Transaction
+$94.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FERROVIAL SE
ORD SHS
01,424,246+1,424,246061,3241.06%+61,324
DANAHER CORPORATION(DHR)0187,818+187,818052,2170.91%+52,217
ZOETIS INC(ZTS)140,781355,369+214,58824,40069,4321.21%+45,032
HOME DEPOT INC(HD)281,126336,887+55,76196,731136,4332.37%+39,702
AUTOMATIC DATA PROCESSING IN132,967239,810+106,84331,72666,3631.15%+34,637
META PLATFORMS INC(META)50,454103,015+52,56125,36958,9681.02%+33,599
UBS GROUP AG(UBS)737,4781,753,073+1,015,59521,70754,1630.94%+32,456
APPLE INC(AAPL)371,173450,076+78,90378,015104,6231.82%+26,608
MERCADOLIBRE INC(MELI)015,468+15,468031,7400.55%+31,740
COLGATE PALMOLIVE CO(CL)621,481804,123+182,64260,29883,4761.45%+23,178
AMAZON COM INC(AMZN)738,089881,000+142,911142,528164,1882.85%+21,660
MASTERCARD INCORPORATED(MA)112,435143,766+31,33149,59470,9921.23%+21,398
FERGUSON ENTERPRISES INC(FERG)0104,977+104,977020,8450.36%+20,845
CME GROUP INC(CME)404,540453,567+49,02779,503100,0791.74%+20,576
ELI LILLY & CO(LLY)70,91993,469+22,55064,11482,8081.44%+18,694
ONTO INNOVATION INC(ONTO)60,346153,572+93,22613,25031,8750.55%+18,626
TETRA TECH INC NEW(TTEK)254,2421,491,666+1,237,42451,98470,3471.22%+18,363
SERVICENOW INC(NOW)32,66349,158+16,49525,69543,9660.76%+18,271
BOOKING HOLDINGS INC(BKNG)12,06015,570+3,51047,79965,5841.14%+17,784
ARCH CAP GROUP LTD
ORD
284,697404,037+119,34028,72145,2040.78%+16,482
LINDE PLC(LIN)041,908+41,908020,0050.35%+20,005
INTERNATIONAL BUSINESS MACHS(IBM)436,002405,869-30,13375,37889,7291.56%+14,351
AGILENT TECHNOLOGIES INC(A)0149,517+149,517022,2000.39%+22,200
DECKERS OUTDOOR CORP(DECK)0105,261+105,261016,7840.29%+16,784
CHIPOTLE MEXICAN GRILL INC(CMG)0249,319+249,319014,3660.25%+14,366
GILEAD SCIENCES INC(GILD)838,143822,734-15,40957,48668,9781.20%+11,492
BROADCOM INC(AVGO)48,005512,430+464,42576,90388,3811.53%+11,478
NXP SEMICONDUCTORS N V
COM
058,666+58,666014,0800.24%+14,080
MEDTRONIC PLC(MDT)0193,383+193,383017,4060.30%+17,406
ECOLAB INC(ECL)246,286270,687+24,40158,61569,1141.20%+10,499
PNC FINL SVCS GROUP INC(PNC)172,826201,112+28,28626,86937,1760.65%+10,307
OTIS WORLDWIDE CORP(OTIS)295,396370,218+74,82228,43538,4800.67%+10,046
CLEAN HARBORS INC(CLH)70,165107,167+37,00215,86825,9030.45%+10,036
THERMO FISHER SCIENTIFIC INC(TMO)31,34943,143+11,79417,33626,6870.46%+9,351
TESLA INC(TSLA)047,978+47,978012,5530.22%+12,553
JPMORGAN CHASE & CO.(JPM)061,819+61,819013,0210.23%+13,021
PULTE GROUP INC(PHM)206,606217,265+10,65922,74731,1840.54%+8,437
ROYAL BK CDA(RY)609,238585,108-24,13064,78673,1081.27%+8,322
MCDONALDS CORP(MCD)208,454200,532-7,92253,09361,0641.06%+7,971
ELEVANCE HEALTH INC(ELV)017,310+17,31009,0010.16%+9,001
THE TRADE DESK INC(TTD)0136,589+136,589014,9770.26%+14,977
FIRST SOLAR INC(FSLR)054,963+54,963013,7100.24%+13,710
DEERE & CO(DE)135,500136,884+1,38450,61857,1260.99%+6,508
SPDR S&P 500 ETF TR(SPY)21,73331,438+9,70511,82818,0370.31%+6,209
FORTINET INC(FTNT)287,024300,822+13,79817,29523,3290.41%+6,034
CROWDSTRIKE HLDGS INC(CRWD)021,349+21,34905,9880.10%+5,988
BLACKROCK INC(BLK)26,86628,393+1,52721,16326,9600.47%+5,797
ALPHABET INC(GOOG)815,318928,978+113,660148,406153,9222.67%+5,516
MOODYS CORP(MCO)68,92472,641+3,71729,01134,4750.60%+5,464
SALESFORCE INC(CRM)038,245+38,245010,4700.18%+10,470
SYNOPSYS INC(SNPS)38,78455,508+16,72423,07928,1090.49%+5,030
CARRIER GLOBAL CORPORATION(CARR)389,706367,410-22,29624,58129,5730.51%+4,992
COSTCO WHSL CORP NEW(COST)38,75342,756+4,00332,93137,9010.66%+4,969
COCA COLA CO(KO)233,844275,624+41,78014,88319,8060.34%+4,924
ISHARES TR078,160+78,16004,8720.08%+4,872
VANGUARD INDEX FDS172,238171,880-35886,14190,6961.57%+4,555
KEYSIGHT TECHNOLOGIES INC(KEYS)068,580+68,580010,8990.19%+10,899
ILLINOIS TOOL WKS INC(ITW)249,372239,909-9,46359,05562,8731.09%+3,818
AMERICAN TOWER CORP NEW(AMT)130,319124,814-5,50525,33029,0270.50%+3,697
AMGEN INC(AMGN)268,523271,759+3,23683,88387,5631.52%+3,681
TAIWAN SEMICONDUCTOR MFG LTD(TSM)285,962305,322+19,36049,69653,0250.92%+3,329
WALMART INC(WMT)083,173+83,17306,7160.12%+6,716
JOHNSON & JOHNSON(JNJ)324,204312,105-12,09947,37150,5800.88%+3,209
MASCO CORP(MAS)0132,162+132,162011,0940.19%+11,094
NISOURCE INC(NI)079,069+79,06902,7400.05%+2,740
LOWES COS INC(LOW)89,88583,132-6,75319,81522,5160.39%+2,702
BIOMARIN PHARMACEUTICAL INC(BMRN)069,215+69,21504,8650.08%+4,865
NEWS CORP NEW(NWS)096,783+96,78302,5770.04%+2,577
PDD HOLDINGS INC(PDD)095,512+95,512012,8760.22%+12,876
DARDEN RESTAURANTS INC(DRI)401,909385,089-16,82060,78063,2051.10%+2,425
PROCTER AND GAMBLE CO(PG)442,090434,035-8,05572,87875,1781.31%+2,300
NETFLIX INC(NFLX)04,422+4,42203,1280.05%+3,128
ON SEMICONDUCTOR CORP(ON)175,661196,456+20,79512,04214,2650.25%+2,223
ISHARES TR033,250+33,25002,7820.05%+2,782
PFIZER INC(PFE)0178,893+178,89305,1770.09%+5,177
CATERPILLAR INC(CAT)79,12172,330-6,79126,34628,2900.49%+1,943
TEXAS INSTRS INC(TXN)379,264366,085-13,17973,73275,6221.31%+1,890
MERCK & CO INC(MRK)868,930962,697+93,767107,527109,3241.90%+1,797
FERRARI N V
COM
019,540+19,54009,2180.16%+9,218
LABCORP HOLDINGS INC(LH)07,742+7,74201,7300.03%+1,730
ANALOG DEVICES INC(ADI)91,56498,263+6,69920,90022,6170.39%+1,717
CAPITAL ONE FINL CORP(COF)010,962+10,96201,6410.03%+1,641
SNAP ON INC(SNA)05,647+5,64701,6360.03%+1,636
MOLSON COORS BEVERAGE CO(TAP)028,269+28,26901,6260.03%+1,626
NEWMONT CORP(NEM)029,584+29,58401,5810.03%+1,581
ELASTIC N V
ORD SHS
0106,901+106,90108,2060.14%+8,206
ALCON AG(ALC)127,031128,665+1,63411,34012,8820.22%+1,542
ISHARES INC
CORE MSCI EMKT
1,993,2371,885,127-108,110106,698108,2251.88%+1,527
OVINTIV INC(OVV)038,609+38,60901,4820.03%+1,482
COCA-COLA EUROPACIFIC PARTNE
SHS
0140,813+140,813011,0890.19%+11,089
FLEX LTD(FLEX)1,140,0981,049,414-90,68433,62035,0820.61%+1,462
UBER TECHNOLOGIES INC(UBER)031,776+31,77602,3880.04%+2,388
ALNYLAM PHARMACEUTICALS INC(ALNY)011,274+11,27403,1010.05%+3,101
FREEPORT-MCMORAN INC(FCX)032,162+32,16201,6060.03%+1,606
SMURFIT WESTROCK PLC(SW)028,202+28,20201,3940.02%+1,394
ISHARES TR029,573+29,57303,2720.06%+3,272
VALMONT INDS INC(VMI)031,068+31,06809,0080.16%+9,008
MONDAY COM LTD
SHS
037,412+37,412010,3920.18%+10,392
LIFE TIME GROUP HOLDINGS INC(LTH)0227,777+227,77705,5620.10%+5,562
VERALTO CORP(VLTO)035,297+35,29703,9480.07%+3,948
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