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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.2B AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 474 New
Page 11 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DASH DOORDASH INC Communication Services 8,391.0 $2.3M 0.04% NEW $271.99 -41.4%
202 KLAC KLA CORP Technology 2,055.0 $2.2M 0.04% NEW $1078.60 +70.8%
203 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 8,456.0 $2.2M 0.04% NEW $258.36 -8.4%
204 NWSA NEWS CORP NEW Communication Services 70,209.0 $2.2M 0.04% NEW $30.71 -14.5%
205 NTAP NETAPP INC Technology 18,168.0 $2.2M 0.04% NEW $118.46 +4.6%
206 LIBERTY MEDIA CORP DEL 20,405.0 $2.1M 0.03% NEW $104.45
207 TECK TECK RESOURCES LTD Basic Materials 48,331.0 $2.1M 0.03% NEW $43.88 +39.5%
208 IEF ISHARES TR 21,588.0 $2.1M 0.03% NEW $96.46 -2.8%
209 SHY ISHARES TR 25,000.0 $2.1M 0.03% NEW $82.96 -1.0%
210 GLW CORNING INC Technology 25,125.0 $2.1M 0.03% NEW $82.03 +133.9%
211 CRM SALESFORCE INC Technology 8,524.0 $2.0M 0.03% NEW $238.44 -26.1%
212 TPR TAPESTRY INC Consumer Cyclical 17,914.0 $2.0M 0.03% NEW $113.22 +19.9%
213 NUE NUCOR CORP Basic Materials 14,884.0 $2.0M 0.03% NEW $135.43 +67.2%
214 LYV LIVE NATION ENTERTAINMENT IN Communication Services 12,331.0 $2.0M 0.03% NEW $163.40 +1.6%
215 GRMN GARMIN LTD Technology 8,097.0 $2.0M 0.03% NEW $246.22 -2.6%
216 BSV VANGUARD BD INDEX FDS 25,000.0 $2.0M 0.03% NEW $78.91 -1.3%
217 APH AMPHENOL CORP NEW Technology 15,838.0 $2.0M 0.03% NEW $123.75 +0.9%
218 WSM WILLIAMS SONOMA INC Consumer Cyclical 9,886.0 $1.9M 0.03% NEW $195.45 -7.8%
219 SRE SEMPRA Utilities 21,337.0 $1.9M 0.03% NEW $89.98 +1.6%
220 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 34,954.0 $1.9M 0.03% NEW $54.16 -0.1%
Page 11 of 24  ·  474 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 32.4%
Financial Services 14.3%
Industrials 12.5%
Healthcare 12.1%
Consumer Cyclical 10.9%
Communication Services 7.0%
Consumer Defensive 5.0%
Energy 2.2%
Basic Materials 1.8%
Real Estate 1.1%