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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 39 of 40  ·  799 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 MPT MEDICAL PROPERTIES TRUST INC Financial Services 32,722.0 $151K 0.00% NEW $4.62 -10.0%
762 MNSO MINISO GROUP HLDG LTD Consumer Cyclical 11,747.0 $142K 0.00% $12.06 -7.8%
763 ASTROTECH CORP 27,300.0 $140K 0.00% NEW $5.13
764 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 17,504.0 $138K 0.00% NEW $7.90 -4.1%
765 MVIS MICROVISION INC DEL Technology 414,878.0 $136K 0.00% NEW $0.33 +441.1%
766 PSNL PERSONALIS INC Healthcare 10,047.0 $135K 0.00% NEW $13.40 +17.9%
767 BRIGHTSTAR LOTTERY PLC 12,500.0 $134K 0.00% NEW $10.72
768 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 45,346.0 $131K 0.00% NEW $2.89 +11.0%
769 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 18,408.0 $130K 0.00% NEW $7.05 -4.6%
770 BTG B2GOLD CORP Basic Materials 32,984.0 $123K 0.00% NEW $3.74 +40.9%
771 AGNC AGNC INVT CORP Real Estate 11,281.0 $123K 0.00% NEW $10.90 +1.6%
772 NVAX NOVAVAX INC Healthcare 12,997.0 $122K 0.00% NEW $9.42 -6.7%
773 BLDP BALLARD PWR SYS INC NEW Industrials 30,160.0 $117K 0.00% NEW $3.89 -35.8%
774 XRX XEROX HOLDINGS CORP Technology 32,103.0 $101K 0.00% NEW $3.13 -9.0%
775 WORKHORSE GROUP INC 31,436.0 $97K 0.00% NEW $3.07
776 BYND BEYOND MEAT INC Consumer Defensive 128,292.0 $96K 0.00% NEW $0.75 +1776.8%
777 TZA DIREXION SHARES ETF TRUST 24,638.0 $93K 0.00% NEW $3.79 +891.3%
778 CRON CRONOS GROUP INC Healthcare 29,912.0 $83K 0.00% NEW $2.78 +18.3%
779 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 21,897.0 $80K 0.00% NEW $3.64 -22.6%
780 AMC ENTMT HLDGS INC 38,170.0 $73K 0.00% NEW $1.90
Page 39 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%