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Portfolio (Quarterly) Guide ↗

Banque Cantonale Vaudoise

· CIK 0001793755
13F Portfolio $722M AUM 904 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 82 New 260 Added 366 Reduced 141 Exited
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TNC TENNANT CO Industrials 3,091.0 $271.0 NEW $0.09 +76969.7%
42 QIAGEN NV 6,952.0 $270.0 NEW $0.04
43 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 995.0 $262.0 NEW $0.26 +140893.8%
44 NTCT NETSCOUT SYS INC Technology 5,652.0 $246.0 NEW $0.04 +89826.5%
45 UPWK UPWORK INC Industrials 28,557.0 $239.0 NEW $0.01 +97758.5%
46 GUARDIAN METAL RES PLC 16,200.0 $227.0 NEW $0.01
47 RPD RAPID7 INC Technology 28,037.0 $227.0 NEW $0.01 +152683.1%
48 TTMI TTM TECHNOLOGIES INC Technology 1,032.0 $193.0 NEW $0.19 +75284.1%
49 SITM SITIME CORP Technology 257.0 $192.0 NEW $0.75 +100215.7%
50 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,216.0 $186.0 NEW $0.15 +86634.8%
51 RSP INVESCO EXCHANGE TRADED FD T 855.0 $182.0 NEW $0.21 +103622.8%
52 ITT ITT INC Industrials 902.0 $178.0 NEW $0.20 +111286.9%
53 EPHE ISHARES TR 6,729.0 $163.0 NEW $0.02 +105004.5%
54 SHLD GLOBAL X FDS 2,652.0 $158.0 NEW $0.06 +117343.3%
55 VENTURE GLOBAL INC 13,290.0 $148.0 NEW $0.01
56 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 524.0 $133.0 NEW $0.25 +80938.8%
57 LTM LATAM AIRLINES GROUP SA Industrials 2,150.0 $125.0 NEW $0.06 +89838.8%
58 EQR EQUITY RESIDENTIAL Real Estate 1,842.0 $125.0 NEW $0.07 +93709.4%
59 PL PLANET LABS PBC Industrials 3,751.0 $124.0 NEW $0.03 +73649.5%
60 EIDO ISHARES TR 10,891.0 $123.0 NEW $0.01 +111466.3%
Page 3 of 5  ·  82 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 26.2%
Healthcare 22.3%
Communication Services 17.3%
Industrials 11.6%
Financial Services 6.4%
Consumer Defensive 5.8%
Energy 3.1%
Consumer Cyclical 2.6%
Utilities 2.0%
Real Estate 1.5%