Graphene Investments SAS: 13F holdings
CIK 19657762026Q2
| Positions | 42 |
|---|
| Reported value | $171.8m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 42 (-2 vs prior quarter) |
|---|
| Reported value | $171.8m (+15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL Alphabet cl. A | 39,400 | $14.1m | 8.2% |
| NVDA Nvidia | 46,900 | $9.4m | 5.5% |
| MSFT Microsoft | 18,800 | $7.0m | 4.1% |
| AAPL Apple | 24,000 | $6.9m | 4.0% |
| AVGO Broadcom | 16,300 | $6.2m | 3.6% |
| BNY BNY Mellon | 28,000 | $4.0m | 2.4% |
| SharkNinja | 26,100 | $4.0m | 2.3% |
| IQV Iqvia Holdings | 20,400 | $3.9m | 2.3% |
| RGA Reinsurance Group of America | 18,200 | $3.9m | 2.3% |
| CDW CDW | 27,100 | $3.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965776")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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