Kepler Cheuvreux (Suisse) SA: 13F holdings
CIK 20964592026Q2
| Positions | 162 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 162 (-9 vs prior quarter) |
|---|
| Reported value | $1.7bn (+16.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 246,433 | $71.3m | 4.1% |
| NVDA NVIDIA CORP | 346,888 | $69.4m | 4.0% |
| CSCO CISCO SYSTEMS INC | 473,632 | $55.6m | 3.2% |
| MU MICRON TECHNOLOGY INC | 46,791 | $54.0m | 3.1% |
| ABBV ABBVIE INC | 208,949 | $52.5m | 3.0% |
| GOOGL ALPHABET INC | 144,363 | $51.6m | 3.0% |
| LRCX LAM RESEARCH CORP | 118,131 | $51.2m | 2.9% |
| KLAC KLA-TENCOR CORP | 164,740 | $49.7m | 2.8% |
| MSFT MICROSOFT CORP | 120,321 | $44.9m | 2.6% |
| CAH CARDINAL HEALTH INC | 184,213 | $43.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2096459")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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