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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 3 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QLD PROSHARES TR 21,128.0 $2.0M 0.03% NEW $96.79 -6.8%
42 CBOE CBOE GLOBAL MKTS INC Financial Services 7,910.0 $2.0M 0.03% NEW $255.36 +9.9%
43 BE BLOOM ENERGY CORP Industrials 6,569.0 $2.0M 0.03% NEW $302.72 -31.7%
44 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,450.0 $2.0M 0.03% NEW $358.93 -1.7%
45 VEA VANGUARD TAX-MANAGED FDS 30,000.0 $1.9M 0.03% NEW $64.08 +13.7%
46 PDD PDD HOLDINGS INC Consumer Cyclical 24,963.0 $1.9M 0.03% NEW $76.30 +18.2%
47 OKLO OKLO INC Utilities 34,643.0 $1.8M 0.03% NEW $52.35 -18.0%
48 ROIV ROIVANT SCIENCES LTD Healthcare 49,694.0 $1.8M 0.03% NEW $35.39 +5.7%
49 PATH UIPATH INC Technology 159,340.0 $1.7M 0.03% NEW $10.87 +45.1%
50 BA BOEING CO Industrials 7,981.0 $1.7M 0.03% NEW $216.53 +2.6%
51 CDE COEUR MNG INC Basic Materials 103,395.0 $1.7M 0.02% NEW $16.32 +28.2%
52 TECHNIPFMC PLC 23,298.0 $1.5M 0.02% NEW $66.28
53 VEU VANGUARD INTL EQUITY INDEX F 20,562.0 $1.5M 0.02% NEW $75.10 +13.1%
54 COPX GLOBAL X FDS 19,564.0 $1.5M 0.02% NEW $76.99 +14.7%
55 RTX RTX CORPORATION Industrials 7,849.0 $1.5M 0.02% NEW $189.79 +16.1%
56 IREN IREN LIMITED Financial Services 32,508.0 $1.5M 0.02% NEW $45.74 -6.3%
57 AVAV AEROVIRONMENT INC Industrials 8,671.0 $1.4M 0.02% NEW $165.12 +4.6%
58 ONDS ONDAS INC Technology 171,266.0 $1.4M 0.02% NEW $8.24 +8.0%
59 SSO PROSHARES TR 20,787.0 $1.4M 0.02% NEW $67.40 +5.1%
60 NU NU HLDGS LTD Financial Services 104,644.0 $1.4M 0.02% NEW $13.36 +9.3%
Page 3 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%