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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 9 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLUG PLUG PWR INC Industrials 180,693.0 $490K 0.01% NEW $2.71 -16.3%
162 WSO WATSCO INC Industrials 1,171.0 $488K 0.01% NEW $416.63 -25.1%
163 TMDX TRANSMEDICS GROUP INC Healthcare 7,238.0 $481K 0.01% NEW $66.44 +42.6%
164 EIDO ISHARES TR 42,311.0 $479K 0.01% NEW $11.31 +12.9%
165 SQQQ PROSHARES TR 9,600.0 $468K 0.01% NEW $48.74 -19.9%
166 NOC NORTHROP GRUMMAN CORP Industrials 904.0 $461K 0.01% NEW $509.46 +8.2%
167 INDA ISHARES TR 9,239.0 $456K 0.01% NEW $49.40 +0.5%
168 OUSTER INC 7,218.0 $451K 0.01% NEW $62.54
169 GOLD GOLD COM INC Financial Services 10,804.0 $450K 0.01% NEW $41.62 +11.0%
170 RIOT RIOT PLATFORMS INC Financial Services 16,296.0 $446K 0.01% NEW $27.39 -27.6%
171 SOUN SOUNDHOUND AI INC Technology 68,907.0 $446K 0.01% NEW $6.47 +13.1%
172 XLV SELECT SECTOR SPDR TR 2,807.0 $445K 0.01% NEW $158.71 +10.0%
173 QUANTINUUM INC 5,417.0 $443K 0.01% NEW $81.76
174 TDW TIDEWATER INC NEW Energy 6,600.0 $440K 0.01% NEW $66.65 +42.9%
175 TAN INVESCO EXCH TRADED FD TR II 7,157.0 $423K 0.01% NEW $59.17 -16.6%
176 NDAQ NASDAQ INC Financial Services 5,282.0 $416K 0.01% NEW $78.84 +24.6%
177 RPM RPM INTL INC Basic Materials 3,748.0 $416K 0.01% NEW $111.11 -2.2%
178 ED CONSOLIDATED EDISON INC Utilities 3,761.0 $416K 0.01% NEW $110.59 -3.8%
179 XME SPDR SERIES TRUST 3,867.0 $414K 0.01% NEW $106.96 +11.6%
180 MRNA MODERNA INC Healthcare 5,841.0 $409K 0.01% NEW $70.05 +107.2%
Page 9 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%