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Portfolio (Quarterly) Guide ↗

Leonteq Securities AG

· CIK 0001535950
13F Portfolio $2.9B AUM 1,308 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 127 New 393 Added 546 Reduced 131 Exited
Page 1 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HYG CALL ISHARES TR 3,800,000.0 $303.9M 10.44% +1.3M +52.0% $79.97 -0.6%
2 META META PLATFORMS INC Communication Services 181,585.0 $102.3M 3.51% +41K +29.3% $563.29 -2.4%
3 MU PUT MICRON TECHNOLOGY INC Technology 75,000.0 $86.6M 2.97% +25K +50.0% $1154.29 -18.9%
4 NVDA NVIDIA CORPORATION Technology 405,327.0 $81.1M 2.79% +63K +18.3% $200.09 +9.5%
5 INTC INTEL CORP Technology 537,320.0 $75.0M 2.58% +78K +16.9% $139.63 -31.3%
6 AVGO BROADCOM INC Technology 183,207.0 $69.2M 2.38% +62K +51.7% $377.75 +0.2%
7 TLT PUT ISHARES TR 523,200.0 $45.2M 1.55% +150K +40.2% $86.46 -5.8%
8 AMD PUT ADVANCED MICRO DEVICES INC Technology 75,000.0 $43.6M 1.50% +50K +200.0% $580.91 -18.0%
9 GOOGL CALL ALPHABET INC CAP STK Communication Services 119,000.0 $42.5M 1.46% +5K +4.2% $357.37 -4.1%
10 AMZN CALL AMAZON COM INC Consumer Cyclical 169,900.0 $40.5M 1.39% +78K +85.5% $238.34 +9.9%
11 AAPL CALL APPLE INC Technology 132,800.0 $38.4M 1.32% +27K +25.5% $289.36 +7.3%
12 NFLX CALL NETFLIX INC. Communication Services 472,500.0 $33.7M 1.16% +334K +242.4% $71.40 +10.5%
13 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 345,078.0 $33.1M 1.14% +45K +14.9% $95.98 +32.0%
14 META CALL META PLATFORMS INC Communication Services 57,000.0 $32.1M 1.10% +23K +66.7% $563.29 -2.4%
15 ADBE ADOBE INC Technology 128,777.0 $26.4M 0.91% +44K +51.6% $205.02 +28.8%
16 TSLA TESLA INC Consumer Cyclical 55,026.0 $23.1M 0.80% +8K +16.8% $420.60 -20.2%
17 AMD CALL ADVANCED MICRO DEVICES INC Technology 35,700.0 $20.7M 0.71% +15K +75.9% $580.91 -18.0%
18 NFLX NETFLIX INC. Communication Services 290,063.0 $20.7M 0.71% +164K +130.6% $71.40 +10.5%
19 SBUX PUT STARBUCKS CORP Consumer Cyclical 200,000.0 $20.4M 0.70% +100K +100.0% $102.19 +5.8%
20 COIN COINBASE GLOBAL INC COM Financial Services 137,057.0 $20.0M 0.69% +13K +10.9% $146.19 +1.2%
Page 1 of 20  ·  393 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.4%
Consumer Cyclical 13.6%
Communication Services 11.1%
Financial Services 6.7%
Industrials 5.9%
Healthcare 4.7%
Basic Materials 4.7%
Consumer Defensive 2.3%
Energy 2.2%
Utilities 1.1%