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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $7.0B AUM 1,701 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 343 New 270 Added 150 Reduced 44 Exited
Page 13 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CW CURTISS WRIGHT CORP Industrials 344.0 $261K 0.00% NEW $757.99 -16.2%
242 LNTH LANTHEUS HLDGS INC Healthcare 2,338.0 $259K 0.00% NEW $110.97 -9.9%
243 UPRO PROSHARES TR 1,824.0 $259K 0.00% NEW $141.83 +5.7%
244 J JACOBS SOLUTIONS INC Industrials 2,051.0 $258K 0.00% NEW $126.00 +19.1%
245 BIZD VANECK ETF TRUST 20,054.0 $257K 0.00% NEW $12.80 +3.8%
246 BAX BAXTER INTL INC Healthcare 11,917.0 $254K 0.00% NEW $21.33 +23.5%
247 FICO FAIR ISAAC CORP Technology 212.0 $253K 0.00% NEW $1194.32 -1.8%
248 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 25,909.0 $251K 0.00% NEW $9.68 -6.7%
249 BLD TOPBUILD COR Industrials 714.0 $251K 0.00% NEW $351.30 +0.9%
250 BROOKFIELD ASSET MANAGMT LTD 5,487.0 $246K 0.00% NEW $44.83
251 EC ECOPETROL S A Energy 17,203.0 $245K 0.00% NEW $14.24 +23.1%
252 COLO GLOBAL X FDS 5,880.0 $245K 0.00% NEW $41.66 +20.0%
253 TNA DIREXION SHARES ETF TRUST 3,260.0 $245K 0.00% NEW $75.13 -2.7%
254 TE T1 ENERGY INC Industrials 25,730.0 $244K 0.00% NEW $9.48 -53.4%
255 IFRA ISHARES TR 3,846.0 $244K 0.00% NEW $63.42 -5.9%
256 AMBA AMBARELLA INC Technology 2,815.0 $242K 0.00% NEW $85.83 -14.1%
257 BBY BEST BUY INC Consumer Cyclical 6,306.0 $241K 0.00% NEW $38.28 +124.4%
258 EPAM EPAM SYS INC Technology 3,032.0 $241K 0.00% NEW $79.37 +39.0%
259 AIRR FIRST TR EXCHANGE TRADED FD 2,131.0 $236K 0.00% NEW $110.80 +4.0%
260 NVTS NAVITAS SEMICONDUCTOR CORP Technology 13,135.0 $235K 0.00% NEW $17.93 -27.6%
Page 13 of 18  ·  343 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 34.0%
Financial Services 12.3%
Healthcare 12.2%
Industrials 11.3%
Consumer Cyclical 9.4%
Communication Services 8.2%
Consumer Defensive 4.8%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%