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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 38 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CPNG COUPANG INC Consumer Cyclical 11,381.0 $198K 0.00% NEW $17.38 -4.1%
742 BZ KANZHUN LIMITED Industrials 15,231.0 $196K 0.00% $12.87 +24.9%
743 LCID LUCID GROUP INC Consumer Cyclical 28,933.0 $194K 0.00% NEW $6.69 -11.5%
744 TAL TAL ED GROUP Consumer Defensive 20,050.0 $192K 0.00% NEW $9.57 +26.6%
745 BULLFROG AI HLDGS INC 113,720.0 $191K 0.00% NEW $1.68
746 RIG TRANSOCEAN LTD Energy 38,399.0 $188K 0.00% NEW $4.89 +19.4%
747 S SENTINELONE INC Technology 10,665.0 $181K 0.00% NEW $16.98 +25.6%
748 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 46,300.0 $180K 0.00% $3.88 -50.8%
749 ENVX ENOVIX CORPORATION Industrials 29,421.0 $179K 0.00% NEW $6.07 -44.0%
750 KD KYNDRYL HLDGS INC Technology 15,778.0 $179K 0.00% NEW $11.31 +9.4%
751 F FORD MTR CO Consumer Cyclical 12,551.0 $175K 0.00% NEW $13.90 +4.2%
752 PBR PETROLEO BRASILEIRO S A Energy 10,706.0 $173K 0.00% -95K -89.9% $16.16 +14.7%
753 PSEC PROSPECT CAP CORP Financial Services 72,939.0 $169K 0.00% NEW $2.31 -2.6%
754 BIAF BIOAFFINITY TECHNOLOGIES INC Healthcare 42,600.0 $164K 0.00% NEW $3.85 -89.4%
755 KOPN KOPIN CORP Technology 35,173.0 $158K 0.00% NEW $4.48 +10.0%
756 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 15,700.0 $157K 0.00% NEW $10.00 +0.7%
757 RCAT RED CAT HLDGS INC Technology 14,710.0 $157K 0.00% NEW $10.65 -7.2%
758 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,658.0 $154K 0.00% NEW $9.86 +7.5%
759 LUMN LUMEN TECHNOLOGIES INC Communication Services 20,036.0 $154K 0.00% NEW $7.68 -20.2%
760 LITHIUM AMERS CORP NEW 39,838.0 $153K 0.00% NEW $3.85
Page 38 of 40  ·  799 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%