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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MELI MERCADOLIBRE INC Consumer Cyclical 2,182.0 $3.7M 0.05% -6K -72.2% $1705.54 +12.7%
42 G GENPACT LIMITED Technology 111,341.0 $3.6M 0.05% -24K -17.8% $32.09 +15.1%
43 EFA ISHARES TR 32,840.0 $3.2M 0.05% -315.0 -0.9% $98.42 +9.1%
44 CRWD CROWDSTRIKE HLDGS INC Technology 4,230.0 $3.2M 0.05% -6K -60.5% $190.82 -0.3%
45 USDU WISDOMTREE TR 119,357.0 $3.1M 0.04% -17K -12.6% $26.33 -0.3%
46 COIN COINBASE GLOBAL INC Financial Services 17,012.0 $2.5M 0.04% -32K -65.5% $149.62 +15.2%
47 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,921.0 $2.4M 0.03% -1K -13.3% $301.04 -23.8%
48 DG DOLLAR GEN CORP Consumer Defensive 19,985.0 $2.3M 0.03% -4K -15.2% $116.10 +3.9%
49 SONY SONY GROUP CORP Technology 102,677.0 $2.1M 0.03% -2K -1.7% $20.30 +16.1%
50 VERA VERA THERAPEUTICS INC Healthcare 47,662.0 $2.0M 0.03% -5K -8.9% $42.91 -27.1%
51 ZTS ZOETIS INC Healthcare 27,063.0 $2.0M 0.03% -121K -81.7% $75.05 -0.0%
52 WELL WELLTOWER INC Real Estate 9,009.0 $2.0M 0.03% -7K -43.1% $218.70 +8.5%
53 AGI ALAMOS GOLD INC Basic Materials 62,448.0 $1.9M 0.03% -4K -5.4% $30.34 +20.9%
54 DLR DIGITAL RLTY TR INC Real Estate 9,449.0 $1.7M 0.02% -587.0 -5.8% $179.71 +8.1%
55 NI NISOURCE INC Utilities 35,465.0 $1.7M 0.02% -27K -43.1% $47.37 -12.1%
56 AER AERCAP HOLDINGS NV Industrials 11,930.0 $1.7M 0.02% -13K -51.7% $140.49 +4.5%
57 RPRX ROYALTY PHARMA PLC Healthcare 30,662.0 $1.7M 0.02% -59K -65.9% $54.26 +11.6%
58 ABT ABBOTT LABORATORIES Healthcare 16,723.0 $1.7M 0.02% -66K -79.7% $99.41 +14.8%
59 ATO ATMOS ENERGY CORP Utilities 9,425.0 $1.6M 0.02% -4K -31.7% $172.23 -1.0%
60 NTRA NATERA INC Healthcare 5,951.0 $1.6M 0.02% -6K -51.7% $271.40 +19.7%
Page 3 of 8  ·  150 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%