Altrafin AG: 13F holdings
CIK 21103132026Q2
| Positions | 44 |
|---|
| Reported value | $254.7m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 44 (-8 vs prior quarter) |
|---|
| Reported value | $254.7m (-9.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 83,081 | $29.7m | 11.7% |
| MSFT MICROSOFT CORP | 67,380 | $25.1m | 9.9% |
| AMZN AMAZON COM INC | 82,803 | $19.7m | 7.7% |
| MA MASTERCARD INCORPORATED | 35,206 | $18.1m | 7.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 32,088 | $15.3m | 6.0% |
| JPM JPMORGAN CHASE & CO | 39,326 | $12.9m | 5.1% |
| ACWI ISHARES TR | 57,500 | $9.0m | 3.5% |
| AAPL APPLE INC | 29,806 | $8.6m | 3.4% |
| ICE INTERCONTINENTAL EXCHANGE IN | 63,098 | $7.8m | 3.0% |
| FTNT FORTINET INC | 50,320 | $7.7m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110313")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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