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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 15 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RYANAIR HOLDINGS PLC 2,032.0 $132K 0.01% +2K +2084.9% $64.75
282 AZO AUTOZONE INC Consumer Cyclical 41.0 $131K 0.01% +3.0 +7.9% $3195.95 -3.8%
283 BILL BILL HOLDINGS INC Technology 3,616.0 $131K 0.00% +863.0 +31.4% $36.16 +36.0%
284 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,673.0 $130K 0.00% +3K +28.4% $11.15 -9.5%
285 IOT SAMSARA INC COM Technology 4,005.0 $130K 0.00% +974.0 +32.1% $32.43 +22.0%
286 FRSH FRESHWORKS INC CLASS A Technology 12,704.0 $129K 0.00% +7K +111.7% $10.12 +25.8%
287 CANOPY GROWTH CORPORATION 92,447.0 $129K 0.00% +17K +23.1% $1.39
288 BL BLACKLINE INC Technology 4,348.0 $122K 0.00% +3K +300.4% $28.07 +7.7%
289 CWEN CLEARWAY ENERGY INC Utilities 3,516.0 $120K 0.00% +2K +88.2% $34.18 -3.1%
290 MTZ MASTEC INC Industrials 283.0 $118K 0.00% +177.0 +167.0% $416.06 -32.7%
291 PODD INSULET CORP Healthcare 749.0 $114K 0.00% +417.0 +125.6% $152.25 -2.8%
292 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 2,473.0 $114K 0.00% +963.0 +63.8% $45.91 +18.8%
293 HXL HEXCEL CORP NEW Industrials 1,106.0 $111K 0.00% +266.0 +31.7% $100.06 +1.1%
294 RUN SUNRUN INC Energy 8,269.0 $111K 0.00% +2K +31.6% $13.38 -30.8%
295 TJX TJX COS INC NEW Consumer Cyclical 704.0 $107K 0.00% +653.0 +1280.4% $151.50 -0.4%
296 SRPT SAREPTA THERAPEUTICS INC Healthcare 5,845.0 $105K 0.00% +2K +64.0% $17.97 +0.3%
297 BLW BLACKROCK LTD DURATION INCOM COM Financial Services 8,000.0 $100K 0.00% +2K +33.3% $12.49 +2.0%
298 CNR CORE NATURAL RESOURCES INC COM Energy 1,202.0 $96K 0.00% +300.0 +33.3% $80.02 +15.0%
299 AMR ALPHA METALLURGICAL RESOUR I Energy 571.0 $94K 0.00% +390.0 +215.5% $164.94 +2.7%
300 WK WORKIVA INC COM Technology 1,891.0 $92K 0.00% +988.0 +109.4% $48.51 +44.5%
Page 15 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%