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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 14 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FLY FIREFLY AEROSPACE INC Industrials 6,453.0 $190K 0.01% +6K +995.6% $29.40 -11.1%
262 NNE NANO NUCLEAR ENERGY INC Industrials 8,694.0 $184K 0.01% +1K +15.9% $21.14 -13.7%
263 FN FABRINET Technology 326.0 $183K 0.01% +318.0 +3975.0% $562.08 -14.1%
264 CENX CENTURY ALUM CO Basic Materials 3,972.0 $183K 0.01% +3K +247.2% $46.01 -0.8%
265 BP BP PLC Energy 4,924.0 $182K 0.01% +5K +1438.8% $36.95 +17.5%
266 CNQ CANADIAN NAT RES LTD MED TER Energy 4,129.0 $176K 0.01% +3K +224.1% $42.72 +16.1%
267 LRN STRIDE INC Consumer Defensive 1,997.0 $172K 0.01% +951.0 +90.9% $86.24 -2.9%
268 POST POST HLDGS INC Consumer Defensive 1,941.0 $171K 0.01% +367.0 +23.3% $88.26 -9.6%
269 SNDL INC 122,479.0 $165K 0.01% +24K +24.2% $1.35
270 DOCN DIGITALOCEAN HLDGS INC Technology 1,047.0 $164K 0.01% +846.0 +420.9% $157.03 -20.2%
271 NOK NOKIA CORP Technology 12,265.0 $163K 0.01% +4K +41.5% $13.28 -21.8%
272 LMND LEMONADE INC Financial Services 2,495.0 $162K 0.01% +309.0 +14.1% $65.05 -23.0%
273 XPEV XPENG INC Consumer Cyclical 11,870.0 $157K 0.01% +6K +119.4% $13.24 -11.3%
274 MKL MARKEL GROUP INC Financial Services 77.0 $150K 0.01% +14.0 +22.2% $1953.01 -7.1%
275 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 484.0 $146K 0.01% +236.0 +95.2% $301.03 -24.1%
276 CAR AVIS BUDGET GROUP INC Industrials 981.0 $145K 0.01% +15.0 +1.6% $147.83 -6.9%
277 AXTI AXT INC Technology 2,000.0 $144K 0.01% +1K +100.0% $72.08 +14.2%
278 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 8,371.0 $144K 0.01% +180.0 +2.2% $17.20 -4.9%
279 EPAM EPAM SYS INC Technology 1,804.0 $143K 0.01% +1K +124.4% $79.35 +26.3%
280 VLTO VERALTO CORP COM Industrials 1,565.0 $139K 0.01% +87.0 +5.9% $88.68 +8.3%
Page 14 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%