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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 47 of 64  ·  1,273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 W WAYFAIR INC Consumer Cyclical 284.0 $26K 0.00% +15.0 +5.6% $92.42 +11.8%
922 DINO HF SINCLAIR CORP Energy 366.0 $25K 0.00% +357.0 +3966.7% $69.65 +35.2%
923 NRGV ENERGY VAULT HOLDINGS INC Utilities 5,333.0 $25K 0.00% +1K +31.6% $4.71 -22.0%
924 NTNX NUTANIX INC Technology 491.0 $25K 0.00% -2K -81.1% $50.96 +30.0%
925 OTLY OATLY GROUP AB Consumer Defensive 2,630.0 $25K 0.00% +530.0 +25.2% $9.35 +48.5%
926 LOPE GRAND CANYON ED INC Consumer Defensive 171.0 $24K 0.00% -24.0 -12.3% $143.11 +1.3%
927 NG NOVAGOLD RESOURCES INC Basic Materials 4,082.0 $24K 0.00% $5.97 +43.3%
928 LSCC LATTICE SEMICONDUCTOR CORP Technology 159.0 $24K 0.00% NEW $152.96 -22.3%
929 PALLADYNE AI CORP 4,000.0 $24K 0.00% +3K +300.0% $6.08
930 VNET VNET GROUP INC Technology 3,000.0 $24K 0.00% $8.04 -17.0%
931 APPF APPFOLIO INC COM Technology 150.0 $24K 0.00% NEW $160.35 +36.3%
932 FSM FORTUNA MNG CORP Basic Materials 2,000.0 $24K 0.00% $12.02 -1.5%
933 LIFTOFF MOBILE INC 1,000.0 $24K 0.00% NEW $24.02
934 WRD WERIDE INC Technology 4,112.0 $24K 0.00% $5.82 +3.7%
935 NI NISOURCE INC Utilities 494.0 $23K 0.00% -1K -70.1% $47.55 -11.9%
936 HTZ HERTZ GLOBAL HLDGS INC Industrials 10,361.0 $23K 0.00% -20K -65.9% $2.27 -9.7%
937 SHW SHERWIN WILLIAMS CO Basic Materials 67.0 $23K 0.00% -826.0 -92.5% $344.31 +1.0%
938 BYND BEYOND MEAT INC Consumer Defensive 30,660.0 $23K 0.00% -1K -4.0% $0.75 +1917.3%
939 KYMR KYMERA THERAPEUTICS INC Healthcare 200.0 $23K 0.00% NEW $114.67 +7.3%
940 ERO ERO COPPER CORP Basic Materials 719.0 $23K 0.00% NEW $31.79 +10.7%
Page 47 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%