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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 2 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 345,078.0 $33.1M 1.14% +45K +14.9% $95.98 +32.5%
22 META CALL META PLATFORMS INC Communication Services 57,000.0 $32.1M 1.10% +23K +66.7% $563.29 -2.8%
23 INTC PUT INTEL CORP Technology 192,900.0 $26.9M 0.93% $139.63 -31.2%
24 ADBE ADOBE INC Technology 128,777.0 $26.4M 0.91% +44K +51.6% $205.02 +29.6%
25 ORCL ORACLE CORP Technology 175,388.0 $25.7M 0.88% $146.55 -1.6%
26 TSLA TESLA INC Consumer Cyclical 55,026.0 $23.1M 0.80% +8K +16.8% $420.60 -20.1%
27 MSFT MICROSOFT CORP Technology 56,252.0 $21.0M 0.72% -88K -61.0% $373.02 +29.1%
28 AMD CALL ADVANCED MICRO DEVICES INC Technology 35,700.0 $20.7M 0.71% +15K +75.9% $580.91 -17.7%
29 NFLX NETFLIX INC. Communication Services 290,063.0 $20.7M 0.71% +164K +130.6% $71.40 +9.6%
30 SBUX PUT STARBUCKS CORP Consumer Cyclical 200,000.0 $20.4M 0.70% +100K +100.0% $102.19 +5.8%
31 COIN COINBASE GLOBAL INC COM Financial Services 137,057.0 $20.0M 0.69% +13K +10.9% $146.19 +0.4%
32 GOOGL ALPHABET INC CAP STK Communication Services 55,599.0 $19.9M 0.68% -97K -63.6% $357.37 -4.2%
33 META PUT META PLATFORMS INC Communication Services 35,000.0 $19.7M 0.68% +25K +250.0% $563.29 -2.8%
34 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 40,000.0 $19.1M 0.66% -90K -69.2% $477.57 -13.4%
35 MRNA MODERNA INC Healthcare 267,131.0 $18.7M 0.64% -35K -11.7% $70.03 -9.9%
36 MRVL MARVELL TECHNOLOGY INC Technology 62,413.0 $18.6M 0.64% +16K +34.8% $297.89 -27.3%
37 NOW SERVICENOW INC Technology 175,629.0 $17.4M 0.60% +41K +30.3% $99.28 +21.3%
38 SPY PUT STATE STR SPDR S&P 500 ETF T TR Financial Services 22,700.0 $16.9M 0.58% NEW $745.89 +3.0%
39 NVDA PUT NVIDIA CORPORATION Technology 76,500.0 $15.3M 0.53% -97K -55.8% $200.09 +9.4%
40 AVGO PUT BROADCOM INC Technology 40,000.0 $15.1M 0.52% +10K +33.3% $377.75 -0.1%
Page 2 of 64  ·  1,273 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%