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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 28  ·  546 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NVAX NOVAVAX INC Healthcare 16,464.0 $155K 0.01% -5K -24.5% $9.42 -10.6%
262 GTLB GITLAB INC CLASS A Technology 5,046.0 $154K 0.01% -15K -75.3% $30.53 +37.8%
263 DV DOUBLEVERIFY HLDGS INC Technology 13,713.0 $149K 0.01% -2K -15.0% $10.84 +22.8%
264 IRIDIUM COMMUNICATIONS INC 2,710.0 $149K 0.01% -8K -75.5% $54.85
265 INSP INSPIRE MED SYS INC Healthcare 3,234.0 $144K 0.01% -20K -85.8% $44.61 +37.3%
266 TFX TELEFLEX INCORPORATED Healthcare 1,135.0 $144K 0.01% -29.0 -2.5% $126.76 +6.5%
267 EEFT EURONET WORLDWIDE INC Technology 1,939.0 $142K 0.01% -308.0 -13.7% $73.19 -5.2%
268 GH GUARDANT HEALTH INC Healthcare 943.0 $141K 0.01% -317.0 -25.2% $150.03 +11.9%
269 EQNR EQUINOR ASA Energy 4,500.0 $141K 0.01% -3K -40.0% $31.40 +36.5%
270 CPA COPA HOLDINGS SA Industrials 892.0 $139K 0.01% -36.0 -3.9% $155.57 -17.5%
271 VFC V F CORP Consumer Cyclical 8,298.0 $138K 0.01% -19K -69.5% $16.68 -16.4%
272 TRMB TRIMBLE INC Technology 2,695.0 $138K 0.01% -977.0 -26.6% $51.18 +16.6%
273 AURORA CANNABIS INC 34,576.0 $137K 0.01% -8K -19.3% $3.96
274 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 2,699.0 $135K 0.01% -5K -66.8% $49.98 +3.6%
275 CHWY CHEWY INC Consumer Cyclical 6,829.0 $134K 0.01% -711.0 -9.4% $19.65 +21.5%
276 PHM PULTE GROUP INC Consumer Cyclical 975.0 $134K 0.01% -1K -58.5% $137.21 -7.0%
277 AEHR AEHR TEST SYS Technology 1,385.0 $133K 0.01% -1K -44.6% $96.06 +10.3%
278 RL RALPH LAUREN CORP Consumer Cyclical 324.0 $130K 0.00% -294.0 -47.6% $401.41 -7.2%
279 HIMS HIMS & HERS HEALTH INC COM Healthcare 3,539.0 $123K 0.00% -5K -60.0% $34.67 -8.1%
280 TFC TRUIST FINL CORP Financial Services 2,407.0 $120K 0.00% -1K -38.3% $49.82 +0.8%
Page 14 of 28  ·  546 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%