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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 16 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 15,700.0 $157K 0.00% NEW $10.00 -3.4%
302 RCAT RED CAT HLDGS INC Technology 14,710.0 $157K 0.00% NEW $10.65 -10.5%
303 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,658.0 $154K 0.00% NEW $9.86 +4.3%
304 LUMN LUMEN TECHNOLOGIES INC Communication Services 20,036.0 $154K 0.00% NEW $7.68 -21.8%
305 LITHIUM AMERS CORP NEW 39,838.0 $153K 0.00% NEW $3.85
306 MPT MEDICAL PROPERTIES TRUST INC Financial Services 32,722.0 $151K 0.00% NEW $4.62 -11.7%
307 ASTROTECH CORP 27,300.0 $140K 0.00% NEW $5.13
308 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 17,504.0 $138K 0.00% NEW $7.90 -4.5%
309 MVIS MICROVISION INC DEL Technology 414,878.0 $136K 0.00% NEW $0.33 +435.0%
310 PSNL PERSONALIS INC Healthcare 10,047.0 $135K 0.00% NEW $13.40 +25.9%
311 BRIGHTSTAR LOTTERY PLC 12,500.0 $134K 0.00% NEW $10.72
312 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 45,346.0 $131K 0.00% NEW $2.89 +6.5%
313 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 18,408.0 $130K 0.00% NEW $7.05 -5.8%
314 BTG B2GOLD CORP Basic Materials 32,984.0 $123K 0.00% NEW $3.74 +43.8%
315 AGNC AGNC INVT CORP Real Estate 11,281.0 $123K 0.00% NEW $10.90 +0.2%
316 NVAX NOVAVAX INC Healthcare 12,997.0 $122K 0.00% NEW $9.42 -10.6%
317 BLDP BALLARD PWR SYS INC NEW Industrials 30,160.0 $117K 0.00% NEW $3.89 -39.1%
318 XRX XEROX HOLDINGS CORP Technology 32,103.0 $101K 0.00% NEW $3.13 -9.3%
319 WORKHORSE GROUP INC 31,436.0 $97K 0.00% NEW $3.07
320 BYND BEYOND MEAT INC Consumer Defensive 128,292.0 $96K 0.00% NEW $0.75 +1830.1%
Page 16 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 33.7%
Financial Services 12.2%
Healthcare 12.1%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 8.9%
Consumer Defensive 4.7%
Basic Materials 2.8%
Energy 1.9%
Utilities 1.6%