SWISS RE LTD

CIK

1519921

Location

ZURICH, V8

Portfolio Value

Micro $10,374,187

Diversification

Diversified

Filing Date

Global Rank

#8,105 / 8,605 ▲ 60 · as of Mar 2026

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

5 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.1%

SPY

+76.5%

Annualised alpha

+0.8%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

235 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.3%

−0.2 pts

Top 5

28.1%

−2.0 pts

Top 10

38.1%

−2.9 pts

HHI

227

Diversified−25

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$3,981,258	47
Financial Services	14.3%	$1,479,685	47
Industrials	10.2%	$1,059,057	36
Communication Services	9.2%	$957,997	12
Consumer Cyclical	8.8%	$911,053	18
Healthcare	8.5%	$886,040	31
Consumer Defensive	4.5%	$466,026	14
Basic Materials	2.1%	$214,326	9
Real Estate	1.6%	$161,495	9
Energy	1.5%	$154,405	6
Utilities	1.0%	$102,845	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
WAT	Waters Corp /De/	+9	36	$10,720
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SUNB	Sunbelt Rentals Holdings, Inc.	206	$13,408
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SPY	Spdr S&P 500 ETF Trust	5	$3,409
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

235 positions · $10,374,187 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 235 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Held	4,927	$859,268	−6.5%	8.28%
AAPL	Apple Inc. Technology	Held	2,777	$704,774	−6.6%	6.79%
MSFT	Microsoft Corp Technology	Held	1,605	$594,122	−23.5%	5.73%
GOOGL	Alphabet Inc. Communication Services	Held	1,448	$416,386	−8.1%	4.01%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,630	$339,480	−9.8%	3.27%
AVGO	Broadcom Inc. Technology	Held	938	$290,320	−10.6%	2.80%
META	Meta Platforms, Inc. Communication Services	Held	474	$271,189	−13.3%	2.61%
V	Visa Inc. Financial Services	Held	567	$171,370	−13.8%	1.65%
CAT	Caterpillar Inc Industrials	Held	228	$161,528	+23.7%	1.56%
LLY	ELI LILLY & Co Healthcare	Held	161	$148,082	−14.4%	1.43%
TSLA	Tesla, Inc. Consumer Cyclical	Held	395	$146,841	−17.3%	1.42%
LRCX	Lam Research Corp Technology	Held	647	$138,238	+24.8%	1.33%
MU	Micron Technology Inc Technology	Held	407	$137,500	+18.4%	1.33%
JNJ	Johnson & Johnson Healthcare	Held	523	$127,842	+18.1%	1.23%
MA	Mastercard Inc Financial Services	Held	247	$123,416	−12.5%	1.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	729	$116,421	+4.0%	1.12%
AMAT	Applied Materials Inc /De Technology	Held	293	$100,144	+33.0%	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Held	334	$98,249	−8.7%	0.95%
GE	General Electric Co Industrials	Held	325	$92,225	−7.9%	0.89%
GEV	GE Vernova Inc. Industrials	Held	100	$87,290	+33.6%	0.84%
AMD	Advanced Micro Devices Inc Technology	Held	404	$82,185	−5.0%	0.79%
ORCL	Oracle Corp Technology	Held	558	$82,087	−24.5%	0.79%
NFLX	Netflix Inc Communication Services	Held	850	$81,727	+2.5%	0.79%
WMT	Walmart Inc. Consumer Defensive	Held	651	$80,906	+11.6%	0.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	80	$79,714	+15.5%	0.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	160	$76,672	−4.7%	0.74%
GS	Goldman Sachs Group Inc Financial Services	Held	89	$75,293	−3.8%	0.73%
RTX	RTX Corp Industrials	Held	380	$73,302	+5.2%	0.71%
APH	Amphenol Corp /De/ Technology	Held	557	$70,376	−6.5%	0.68%
KO	Coca Cola Co Consumer Defensive	Held	894	$67,988	+8.8%	0.66%
PLTR	Palantir Technologies Inc. Technology	Held	442	$64,655	−17.7%	0.62%
MRK	Merck & Co., Inc. Healthcare	Held	537	$64,595	+14.3%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	438	$63,264	+0.8%	0.61%
SLB	Slb Limited/Nv Energy	Held	1,173	$60,280	+33.9%	0.58%
GLW	Corning Inc /Ny Technology	Held	429	$58,331	+55.3%	0.56%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	284	$57,646	+19.7%	0.56%
C	Citigroup Inc Financial Services	Held	500	$56,705	−2.8%	0.55%
RY	Royal Bank Of Canada Financial Services	Held	342	$55,328	−5.1%	0.53%
IBM	International Business Machines Corp Technology	Held	227	$55,022	−18.2%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Held	162	$53,280	−4.4%	0.51%
HON	Honeywell International Inc Industrials	Held	222	$52,625	+15.9%	0.51%
WDC	Western Digital Corp Technology	Held	187	$50,581	+57.0%	0.49%
TD	Toronto Dominion Bank Financial Services	Held	539	$50,294	−0.9%	0.48%
ANET	Arista Networks, Inc. Technology	Held	379	$46,533	−6.3%	0.45%
ABBV	AbbVie Inc. Healthcare	Held	208	$45,237	−4.8%	0.44%
PM	Philip Morris International Inc. Consumer Defensive	Held	248	$41,004	+3.1%	0.40%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	1,260	$40,332	−13.5%	0.39%
ABT	Abbott Laboratories Healthcare	Held	391	$40,143	−18.1%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Held	823	$40,121	−11.4%	0.39%
UNP	Union Pacific Corp Industrials	Held	165	$40,032	+4.9%	0.39%