J. Safra Sarasin Holding AG just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -536,086 shares of $INTC (~$74,853,688). This was a decrease of ~48% from their previous position.
- An addition of 55,519 shares of $MU (~$64,085,027). This was an increase of ~202% over their previous position.
- An addition of 160,612 shares of $MSFT (~$59,911,488). This was an increase of ~26% over their previous position.
- An addition of 226,562 shares of $NVDA (~$45,332,791). This was an increase of ~15% over their previous position.
- An addition of 374,968 shares of $PRIM (~$37,166,828). This was an increase of ~inf% over their previous position.
- An addition of 76,954 shares of $ADI (~$30,563,820). This was an increase of ~78% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for J. Safra Sarasin Holding AG for more details.
