Longbow Finance SA: 13F holdings
CIK 19655522026Q2
| Positions | 59 |
|---|
| Reported value | $782.1m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 59 (+4 vs prior quarter) |
|---|
| Reported value | $782.1m (+41.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA Corporation | 318,230 | $63.7m | 8.1% |
| AAPL Apple Inc. | 186,711 | $54.0m | 6.9% |
| GOOG Alphabet Inc. | 151,086 | $53.4m | 6.8% |
| AMZN Amazon.com, Inc. | 146,089 | $34.8m | 4.5% |
| MSFT Microsoft Corporation | 85,425 | $31.9m | 4.1% |
| AVGO Broadcom Inc. | 68,939 | $26.0m | 3.3% |
| GS The Goldman Sachs Group, Inc. | 20,752 | $21.0m | 2.7% |
| Exxon Mobil Corporation | 130,000 | $17.8m | 2.3% |
| GE GE Aerospace | 44,018 | $16.5m | 2.1% |
| WAB Westinghouse Air Brake Technologies Corporation | 60,307 | $16.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965552")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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