EFG International AG

CIK

2109868

Location

Zurich, V8

Portfolio Value

Mid $4,100,610,205

Diversification

Diversified

Filing Date

Global Rank

#768 / 8,622 ▼ 37 · as of Mar 2026

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

+0.2%

Period ended 4 months ago

Filed May 15, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+9.6%

SPY

+9.0%

Annualised alpha

+1.7%

Max drawdown

−9.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

5.4%

−1.6 pts

Top 5

20.6%

−4.2 pts

Top 10

32.6%

−5.4 pts

HHI

163

Diversified−42

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$1,241,405,291	139
Consumer Cyclical	14.6%	$600,289,160	96
Financial Services	14.5%	$594,704,335	104
Healthcare	12.8%	$524,595,499	116
Industrials	8.8%	$360,989,177	106
Communication Services	6.2%	$254,643,379	36
Energy	3.9%	$158,884,684	39
Consumer Defensive	3.0%	$122,745,824	36
Basic Materials	2.3%	$94,246,577	45
Unclassified	1.8%	$73,130,978	15
Utilities	1.5%	$60,703,851	24
Real Estate	0.3%	$14,271,450	22

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBN	Icici Bank Ltd	+622,472	1,445,878	$37,448,238
BAC	Bank Of America Corp /De/	+550,658	1,741,866	$84,915,965
UBS	UBS Group AG	+366,347	892,831	$34,882,905
WMT	Walmart Inc.	+321,947	467,277	$58,073,183
JNJ	Johnson & Johnson	+249,295	396,636	$96,953,700
FANG	Diamondback Energy, Inc.	+199,862	379,096	$74,981,395
AAPL	Apple Inc.	+156,116	636,835	$161,622,351
AMAT	Applied Materials Inc /De	+143,405	234,330	$80,091,647
RACE	Ferrari N.V.	+135,472	144,823	$49,015,340
ALC	Alcon Inc	+99,293	144,851	$10,914,521
AMRZ	Amrize Ltd	+89,336	226,548	$12,691,218
VMC	Vulcan Materials CO	+84,473	197,755	$53,848,684
NVST	Envista Holdings Corp	+78,173	106,383	$2,698,935
U	Unity Software Inc.	+57,478	138,491	$3,038,490
PIPR	Piper Sandler Companies	+53,586	68,631	$5,253,703
AMD	Advanced Micro Devices Inc	+47,488	94,092	$19,141,131
MRK	Merck & Co., Inc.	+45,016	130,704	$15,722,382
TEAM	Atlassian Corp	+40,340	78,021	$5,324,930
SLM	SLM Corp	+38,146	156,517	$3,351,028
SLB	Slb Limited/Nv	+36,880	70,320	$3,613,744
FIG	Figma, Inc.	+36,421	139,510	$2,949,241
UNP	Union Pacific Corp	+36,075	269,293	$65,335,864
CL	Colgate Palmolive Co	+36,039	58,802	$5,011,691
ARM	Arm Holdings PLC /Uk	+33,854	37,841	$5,724,585
LOGI	Logitech International S.A.	+31,845	151,100	$13,768,231
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−474,456	1,265,552	$220,712,264
PTON	Peloton Interactive, Inc.	−392,739	1,450	$6,220
NFLX	Netflix Inc	−330,743	387,893	$37,295,908
GRAB	Grab Holdings Ltd	−226,784	915,089	$3,349,224
DHR	Danaher Corp /De/	−194,748	110,638	$20,976,962
AWK	American Water Works Company, Inc.	−187,214	36,720	$4,997,221
INTC	Intel Corp	−182,803	106,047	$4,679,853
NOW	ServiceNow, Inc.	−160,269	111,634	$11,671,331
AVGO	Broadcom Inc.	−149,663	343,361	$106,273,660
JPM	Jpmorgan Chase & Co	−148,690	394,138	$115,939,631
ARHS	Arhaus, Inc.	−137,775	248,637	$1,685,758
SPGI	S&P Global Inc.	−128,355	37,723	$16,045,096
IOVA	Iovance Biotherapeutics, Inc.	−128,000	40,000	$140,400
PEP	Pepsico Inc	−124,582	128,246	$19,915,318
DOCS	Doximity, Inc.	−107,157	368	$8,574
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−104,262	325,135	$109,879,369
MSFT	Microsoft Corp	−101,629	506,603	$187,529,228
SLV	iShares Silver Trust	−94,401	35,749	$2,435,936
NVO	Novo Nordisk A S	−85,579	64,884	$2,384,486
EXPO	Exponent Inc	−75,066	8,478	$553,188
AMZN	Amazon Com Inc	−65,610	766,466	$159,631,871
MCD	Mcdonalds Corp	−65,405	61,191	$19,017,547
AROC	Archrock, Inc.	−64,320	108,324	$3,769,674
META	Meta Platforms, Inc.	−60,771	155,120	$88,748,802
GOOGL	Alphabet Inc.	−46,597	253,474	$72,888,979
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	178,185	$35,141,644
AMCR	Amcor plc	771,324	$30,660,127
SUNB	Sunbelt Rentals Holdings, Inc.	92,423	$6,015,810
BMI	Badger Meter Inc	22,466	$3,422,694
FROG	JFrog Ltd	67,121	$3,149,988
ENS	EnerSys	18,106	$3,145,373
ATMU	Atmus Filtration Technologies Inc.	51,360	$2,915,706
VICR	Vicor Corp	17,013	$2,739,093
HG	Hamilton Insurance Group, Ltd.	91,318	$2,724,015
FLY	Firefly Aerospace Inc.	87,063	$2,478,683
TARS	Tarsus Pharmaceuticals, Inc.	34,133	$2,394,429
AAMI	Acadian Asset Management Inc.	41,435	$2,254,891
AIR	Aar Corp	19,680	$2,154,172
CTRI	Centuri Holdings, Inc.	72,949	$2,130,839
EMN	Eastman Chemical Co	21,311	$1,626,455
SNEX	StoneX Group Inc.	12,128	$1,467,183
DEO	Diageo PLC	15,711	$1,169,683
SVV	Savers Value Village, Inc.	152,481	$1,134,457
CVE	Cenovus Energy Inc.	40,514	$1,074,836
XPEV	Xpeng Inc.	55,880	$956,106
WULF	Terawulf Inc.	55,423	$799,753
BC	Brunswick Corp	10,783	$784,571
RBRK	Rubrik, Inc.	13,950	$683,131
MNST	Monster Beverage Corp	8,050	$583,302
ILMN	Illumina, Inc.	4,393	$541,481
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CVLT	Commvault Systems Inc	37,033	$4,642,456
VRNS	Varonis Systems Inc	119,175	$3,908,940
PEN	Penumbra Inc	10,970	$3,410,681
TPH	Tri Pointe Homes, Inc.	106,155	$3,340,697
INSP	Inspire Medical Systems, Inc.	33,813	$3,118,572
VERX	Vertex, Inc.	145,763	$2,910,887
PJT	PJT Partners Inc.	16,210	$2,710,312
SUZ	Suzano S.A.	250,000	$2,335,000
BVN	Buenaventura Mining Co Inc	57,192	$1,591,653
QBTS	D-Wave Quantum Inc.	49,775	$1,301,616
KMB	Kimberly Clark Corp	12,707	$1,282,008
BAP	Credicorp Ltd	4,083	$1,171,821
TPR	Tapestry, Inc.	8,700	$1,111,599
MCO	Moodys Corp /De/	1,938	$990,027
VIK	Viking Holdings Ltd	12,466	$890,197
BPOP	Popular, Inc.	6,719	$836,649
EA	Electronic Arts Inc.	3,236	$661,211
NBIX	Neurocrine Biosciences Inc	3,915	$555,263
PCAR	Paccar Inc	4,559	$499,256
CRBG	Corebridge Financial, Inc.	15,766	$475,660
MPWR	Monolithic Power Systems, Inc.	504	$456,805
LULU	lululemon athletica inc.	2,067	$429,543
QXO	QXO, Inc.	21,435	$413,481
A	Agilent Technologies, Inc.	2,959	$402,630
LOAR	Loar Holdings Inc.	5,670	$385,560
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

778 tracked positions · $4,100,610,205 total · filing declares 2,315 positions · $4,674,895,506 · 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 778 positions by value · page 1 of 16

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	1,265,552	-474,456	$220,712,264	−32.0%	5.38%
MSFT	Microsoft Corp Technology	Reduced	506,603	-101,629	$187,529,228	−36.2%	4.57%
AAPL	Apple Inc. Technology	Added	636,835	+156,116	$161,622,351	+23.7%	3.94%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	766,466	-65,610	$159,631,871	−16.9%	3.89%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	394,138	-148,690	$115,939,631	−33.7%	2.83%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	325,135	-104,262	$109,879,369	−15.8%	2.68%
AVGO	Broadcom Inc. Technology	Reduced	343,361	-149,663	$106,273,660	−37.7%	2.59%
JNJ	Johnson & Johnson Healthcare	Added	396,636	+249,295	$96,953,700	+218.0%	2.36%
META	Meta Platforms, Inc. Communication Services	Reduced	155,120	-60,771	$88,748,802	−37.7%	2.16%
MA	Mastercard Inc Financial Services	Added	175,884	+13,603	$87,882,197	−5.1%	2.14%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,741,866	+550,658	$84,915,965	+29.6%	2.07%
AMAT	Applied Materials Inc /De Technology	Added	234,330	+143,405	$80,091,647	+242.8%	1.95%
FANG	Diamondback Energy, Inc. Energy	Added	379,096	+199,862	$74,981,395	+178.3%	1.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	253,474	-46,597	$72,888,979	−22.4%	1.78%
LLY	ELI LILLY & Co Healthcare	Reduced	72,045	-38,652	$66,264,827	−44.3%	1.62%
UNP	Union Pacific Corp Industrials	Added	269,293	+36,075	$65,335,864	+21.1%	1.59%
WMT	Walmart Inc. Consumer Defensive	Added	467,277	+321,947	$58,073,183	+258.7%	1.42%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	483,969	-34,374	$56,919,591	−6.4%	1.39%
VMC	Vulcan Materials CO Basic Materials	Added	197,755	+84,473	$53,848,684	+66.7%	1.31%
MCK	Mckesson Corp Healthcare	Reduced	60,184	-17,977	$52,080,824	−18.8%	1.27%
RACE	Ferrari N.V. Consumer Cyclical	Added	144,823	+135,472	$49,015,340	+1318.4%	1.20%
CME	Cme Group Inc. Financial Services	Added	162,694	+10,621	$48,051,670	+15.7%	1.17%
URI	United Rentals, Inc. Industrials	Reduced	65,577	-25,163	$47,776,777	−34.9%	1.17%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	83,816	-3,860	$43,811,458	−17.4%	1.07%
IBN	Icici Bank Ltd Financial Services	Added	1,445,878	+622,472	$37,448,238	+52.6%	0.91%
NFLX	Netflix Inc Communication Services	Reduced	387,893	-330,743	$37,295,908	−44.6%	0.91%
AZN	Astrazeneca PLC Healthcare	NEW	178,185	NEW	$35,141,644	NEW	0.86%
UBS	UBS Group AG Financial Services	Added	892,831	+366,347	$34,882,905	+43.1%	0.85%
CEG	Constellation Energy Corp Utilities	Reduced	123,259	-9,583	$34,420,074	−26.7%	0.84%
AMCR	Amcor plc Consumer Cyclical	NEW	771,324	NEW	$30,660,127	NEW	0.75%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	16,794	-4,904	$29,037,159	−33.6%	0.71%
VRT	Vertiv Holdings Co Industrials	Reduced	97,085	-18,622	$24,327,556	+29.8%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	61,024	-19,604	$22,685,670	−37.4%	0.55%
MDT	Medtronic plc Healthcare	Added	249,338	+31,273	$21,605,134	+3.1%	0.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	133,778	+9,141	$21,364,343	+11.6%	0.52%
DHR	Danaher Corp /De/ Healthcare	Reduced	110,638	-194,748	$20,976,962	−70.0%	0.51%
PEP	Pepsico Inc Consumer Defensive	Reduced	128,246	-124,582	$19,915,318	−45.1%	0.49%
AMD	Advanced Micro Devices Inc Technology	Added	94,092	+47,488	$19,141,131	+91.8%	0.47%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	61,191	-65,405	$19,017,547	−50.8%	0.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	39,466	-1,239	$18,912,104	−7.6%	0.46%
GLD	Spdr Gold Trust PUT + SHARES	Added	39,621	+10,137	$17,048,518	+45.9%	0.42%
SPGI	S&P Global Inc. Financial Services	Reduced	37,723	-128,355	$16,045,096	−81.5%	0.39%
MRK	Merck & Co., Inc. Healthcare	Added	130,704	+45,016	$15,722,382	+74.3%	0.38%
PLTR	Palantir Technologies Inc. Technology	Added	106,471	+17,748	$15,574,574	−1.2%	0.38%
ABBV	AbbVie Inc. Healthcare	Added	71,231	+7,865	$15,492,027	+7.0%	0.38%
PWR	Quanta Services, Inc. Industrials	Reduced	27,779	-6,937	$15,251,224	+4.1%	0.37%
IAU	Ishares Gold Trust	Reduced	171,740	-3,467	$15,140,596	+6.5%	0.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	22,796	-2,683	$14,825,148	−14.7%	0.36%
AXON	Axon Enterprise, Inc. Industrials	Added	34,373	+6,370	$14,597,867	−8.2%	0.36%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	45,525	-1,192	$13,843,240	+3.2%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.