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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 17 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TZA DIREXION SHARES ETF TRUST 24,638.0 $93K 0.00% NEW $3.79 +930.8%
322 CRON CRONOS GROUP INC Healthcare 29,912.0 $83K 0.00% NEW $2.78 +15.8%
323 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 21,897.0 $80K 0.00% NEW $3.64 -14.0%
324 AMC ENTMT HLDGS INC 38,170.0 $73K 0.00% NEW $1.90
325 EVAX EVAXION AS Healthcare 22,896.0 $71K 0.00% NEW $3.10 +5.8%
326 COUR COURSERA INC Consumer Defensive 12,427.0 $70K 0.00% NEW $5.64 +3.7%
327 NFE NEW FORTRESS ENERGY INC Utilities 178,077.0 $65K 0.00% NEW $0.36 -17.5%
328 SB SAFE BULKERS INC Industrials 10,200.0 $64K 0.00% NEW $6.31 +31.2%
329 GGB GERDAU SA Basic Materials 14,285.0 $52K 0.00% NEW $3.61 +19.9%
330 TLRY TILRAY BRANDS INC Healthcare 11,095.0 $50K 0.00% NEW $4.49 +4.0%
331 BBAI BIGBEAR AI HLDGS INC Technology 13,372.0 $49K 0.00% NEW $3.67 -16.0%
332 BAK BRASKEM SA Basic Materials 15,100.0 $37K 0.00% NEW $2.44 -18.9%
333 AURORA CANNABIS INC 12,086.0 $34K NEW $2.79
334 SLDP SOLID POWER INC Industrials 12,500.0 $32K NEW $2.59 -11.6%
335 KOS KOSMOS ENERGY LTD Energy 15,000.0 $32K NEW $2.11 +43.1%
336 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 15,500.0 $29K NEW $1.85 +16.2%
337 GERN GERON CORP Healthcare 20,928.0 $27K NEW $1.28 +21.1%
338 DSX DIANA SHIPPING INC Industrials 10,104.0 $21K NEW $2.10 +26.2%
339 BLNK BLINK CHARGING CO Industrials 20,283.0 $13K NEW $0.64 -11.0%
340 RANI RANI THERAPEUTICS HLDGS INC Healthcare 17,000.0 $13K NEW $0.76 +11.9%
Page 17 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%