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Portfolio (Quarterly) Guide ↗

Kepler Cheuvreux (Suisse) SA

· CIK 0002096459
13F Portfolio $1.5B AUM 222 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 22 Added 88 Reduced 21 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QUINTILES IMS HOLDINGS INC 5,724.0 $976K 0.07% +270.0 +5.0% $170.54
22 NET CLOUDFLARE INC Technology 4,557.0 $940K 0.06% +147.0 +3.3% $206.34 +5.4%
Page 2 of 2  ·  22 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 29.3%
Financial Services 22.7%
Industrials 12.1%
Healthcare 10.1%
Communication Services 9.1%
Consumer Cyclical 5.8%
Consumer Defensive 4.8%
Utilities 1.8%
Real Estate 1.8%
Basic Materials 1.8%