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Portfolio (Quarterly) Guide ↗

J. Safra Sarasin Holding AG

· CIK 0001890222
13F Portfolio $6.1B AUM 1,259 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 93 New 163 Added 195 Reduced 67 Exited
Page 11 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 31,978.0 $2.1M 0.03% NEW $64.31 +30.4%
202 LQD ISHARES TR 18,442.0 $2.0M 0.03% +3K +22.9% $110.19 -1.8%
203 BSV VANGUARD BD INDEX FDS 25,000.0 $2.0M 0.03% $78.81 -1.2%
204 INTU INTUIT Technology 2,935.0 $1.9M 0.03% -1K -32.6% $662.42 -53.6%
205 PNR PENTAIR PLC Industrials 18,561.0 $1.9M 0.03% +11K +132.4% $104.14 -28.8%
206 APP APPLOVIN CORP Technology 2,820.0 $1.9M 0.03% +1K +106.7% $673.82 -27.9%
207 ERO ERO COPPER CORP Basic Materials 66,336.0 $1.9M 0.03% +30K +80.7% $28.33 -5.7%
208 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 22,596.0 $1.9M 0.03% +13K +147.0% $83.00 -37.0%
209 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,285.0 $1.9M 0.03% -9K -63.3% $350.55 +11.2%
210 FFIV F5 INC Technology 7,200.0 $1.8M 0.03% -5K -42.9% $255.26 +50.3%
211 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 30,860.0 $1.8M 0.03% -4K -11.7% $59.43 -9.0%
212 EQX EQUINOX GOLD CORP Basic Materials 130,197.0 $1.8M 0.03% -21K -14.1% $14.04 -12.3%
213 CMCSA COMCAST CORP NEW Communication Services 60,664.0 $1.8M 0.03% -48K -44.1% $29.89 -16.1%
214 STT STATE STR CORP Financial Services 14,028.0 $1.8M 0.03% +3K +22.1% $129.01 +19.4%
215 RGTI RIGETTI COMPUTING INC Technology 80,841.0 $1.8M 0.03% -6K -6.5% $22.15 -23.8%
216 GM GENERAL MTRS CO Consumer Cyclical 21,731.0 $1.8M 0.03% +15K +228.1% $81.32 -5.1%
217 RBLX ROBLOX CORP Technology 21,635.0 $1.8M 0.03% +2K +9.0% $81.03 -43.5%
218 XLF SELECT SECTOR SPDR TR 31,166.0 $1.7M 0.03% $55.18 -6.3%
219 CRM SALESFORCE INC Technology 6,467.0 $1.7M 0.03% -2K -24.1% $265.15 -33.5%
220 SNOW SNOWFLAKE INC Technology 7,781.0 $1.7M 0.03% +2K +44.7% $219.36 -23.9%
Page 11 of 25  ·  500 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 29.9%
Financial Services 13.6%
Healthcare 13.4%
Industrials 11.6%
Consumer Cyclical 11.0%
Communication Services 8.5%
Consumer Defensive 4.8%
Basic Materials 2.3%
Energy 2.2%
Real Estate 1.5%