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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 15 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSQ PROSHARES TR 8,334.0 $209K 0.00% NEW $25.07 +3.3%
282 GTLB GITLAB INC Technology 6,766.0 $207K 0.00% NEW $30.54 +35.3%
283 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,501.0 $206K 0.00% NEW $82.42 -4.5%
284 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,253.0 $206K 0.00% NEW $91.37 +17.6%
285 BROWN FORMAN CORP 7,500.0 $205K 0.00% NEW $27.37
286 NAVN NAVAN INC Technology 15,360.0 $203K 0.00% NEW $13.24 +116.9%
287 ASX ASE TECHNOLOGY HLDG CO LTD Technology 4,463.0 $201K 0.00% NEW $45.13 -19.6%
288 WEN WENDYS CO Consumer Cyclical 23,919.0 $198K 0.00% NEW $8.29 +7.3%
289 CPNG COUPANG INC Consumer Cyclical 11,381.0 $198K 0.00% NEW $17.38 -5.3%
290 LCID LUCID GROUP INC Consumer Cyclical 28,933.0 $194K 0.00% NEW $6.69 -16.3%
291 TAL TAL ED GROUP Consumer Defensive 20,050.0 $192K 0.00% NEW $9.57 +18.0%
292 BULLFROG AI HLDGS INC 113,720.0 $191K 0.00% NEW $1.68
293 RIG TRANSOCEAN LTD Energy 38,399.0 $188K 0.00% NEW $4.89 +22.3%
294 S SENTINELONE INC Technology 10,665.0 $181K 0.00% NEW $16.98 +23.4%
295 ENVX ENOVIX CORPORATION Industrials 29,421.0 $179K 0.00% NEW $6.07 -44.5%
296 KD KYNDRYL HLDGS INC Technology 15,778.0 $179K 0.00% NEW $11.31 +13.2%
297 F FORD MTR CO Consumer Cyclical 12,551.0 $175K 0.00% NEW $13.90 +4.0%
298 PSEC PROSPECT CAP CORP Financial Services 72,939.0 $169K 0.00% NEW $2.31 -2.0%
299 BIAF BIOAFFINITY TECHNOLOGIES INC Healthcare 42,600.0 $164K 0.00% NEW $3.85 -89.4%
300 KOPN KOPIN CORP Technology 35,173.0 $158K 0.00% NEW $4.48 +11.1%
Page 15 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%