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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 26 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,105.0 $291K 0.01% -1K -51.7% $263.26 +40.0%
502 HSAI HESAI GROUP Consumer Cyclical 15,911.0 $290K 0.01% +6K +61.8% $18.22 +4.8%
503 AI C3 AI INC Technology 31,849.0 $290K 0.01% -444.0 -1.4% $9.09 +13.3%
504 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,215.0 $288K 0.01% -875.0 -21.4% $89.48 -21.5%
505 QS QUANTUMSCAPE CORP COM Consumer Cyclical 37,949.0 $287K 0.01% +22K +132.2% $7.56 -20.9%
506 FIVN FIVE9 INC Technology 13,420.0 $286K 0.01% -9K -38.8% $21.32 +53.6%
507 CORZ CORE SCIENTIFIC INC NEW Technology 11,044.0 $283K 0.01% +652.0 +6.3% $25.59 -30.4%
508 CAVA CAVA GROUP INC Consumer Cyclical 3,483.0 $273K 0.01% -454.0 -11.5% $78.48 -6.2%
509 EQIX EQUINIX INC Real Estate 260.0 $271K 0.01% -122.0 -31.9% $1042.39 +2.2%
510 JBL JABIL INC Technology 702.0 $271K 0.01% -479.0 -40.6% $385.48 -18.7%
511 DXCM DEXCOM INC Healthcare 3,980.0 $268K 0.01% -12K -74.4% $67.35 +37.1%
512 ZG ZILLOW GROUP INC 8,538.0 $268K 0.01% +4K +79.3% $31.37
513 AVY AVERY DENNISON CORP Industrials 1,645.0 $267K 0.01% +44.0 +2.8% $162.35 +13.2%
514 BLDP BALLARD PWR SYS INC NEW Industrials 63,472.0 $266K 0.01% -25K -28.4% $4.19 -42.8%
515 F FORD MTR CO Consumer Cyclical 19,099.0 $265K 0.01% +11K +137.2% $13.90 +3.7%
516 NTRA NATERA INC Healthcare 976.0 $265K 0.01% -839.0 -46.2% $271.45 +22.3%
517 CNC CENTENE CORP DEL Healthcare 4,123.0 $265K 0.01% -28K -87.2% $64.19 +1.3%
518 AFRM AFFIRM HLDGS INC COM Technology 3,235.0 $264K 0.01% -54K -94.3% $81.55 -5.5%
519 VSAT VIASAT INC Technology 2,930.0 $263K 0.01% -1K -30.6% $89.81 -16.8%
520 ILMN ILLUMINA INC Healthcare 1,496.0 $263K 0.01% -1K -42.5% $175.83 +24.8%
Page 26 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 48.1%
Consumer Cyclical 13.8%
Communication Services 10.7%
Industrials 6.0%
Financial Services 5.9%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 2.4%
Energy 2.2%
Utilities 1.2%