EFG International AG

CIK

2109868

Location

Zurich, V8

Portfolio Value

Mid $4,091,170,190

Diversification

Diversified

Filing Date

Global Rank

#769 / 8,605 ▼ 34 · as of Mar 2026

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

+0.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+10.0%

SPY

+10.0%

Annualised alpha

+0.1%

Max drawdown

−9.7%

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

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

Top Position

5.4%

−1.6 pts

Top 5

20.7%

−4.2 pts

Top 10

32.6%

−5.4 pts

HHI

164

Diversified−42

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$1,237,708,039	139
Consumer Cyclical	14.7%	$600,289,160	96
Financial Services	14.4%	$588,961,572	103
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
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
NEE	Nextera Energy Inc	+31,520	117,102	$10,876,431
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	$16,045,097
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
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
SNEX	StoneX Group Inc.	12,128	$978,122
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
PIPR	Piper Sandler Companies	15,045	$1,277,734
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

777 positions · $4,091,170,190 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 777 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%	5.39%
MSFT	Microsoft Corp Technology	Reduced	506,603	-101,629	$187,529,228	−36.2%	4.58%
AAPL	Apple Inc. Technology	Added	636,835	+156,116	$161,622,351	+23.7%	3.95%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	766,466	-65,610	$159,631,871	−16.9%	3.90%
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%	2.69%
AVGO	Broadcom Inc. Technology	Reduced	343,361	-149,663	$106,273,660	−37.7%	2.60%
JNJ	Johnson & Johnson Healthcare	Added	396,636	+249,295	$96,953,700	+218.0%	2.37%
META	Meta Platforms, Inc. Communication Services	Reduced	155,120	-60,771	$88,748,802	−37.7%	2.17%
MA	Mastercard Inc Financial Services	Added	175,884	+13,603	$87,882,197	−5.1%	2.15%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,741,866	+550,658	$84,915,965	+29.6%	2.08%
AMAT	Applied Materials Inc /De Technology	Added	234,330	+143,405	$80,091,647	+242.8%	1.96%
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%	1.60%
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%	1.32%
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%	0.92%
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	Added	39,621	+10,137	$17,048,518	+45.9%	0.42%
SPGI	S&P Global Inc. Financial Services	Reduced	37,723	-128,355	$16,045,097	−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%