Position in MDT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$49,711,174
-$4,294,391 QoQ
Shares Held
635,449
+2.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#174
of 2,103 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDT Over Time
Shares Held
Position Value (USD)
Derivatives in MDT
reported options exposure · as of Sep 30, 2023CallValue
$48,300
CallShares
35,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Jun 30, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $282,751,419 across 11 Medical Devices names. MDT ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRKR |
Bruker Corp
|
2,823,178 | $169,898,852 | |
| 2 | MDT |
Medtronic plc
This page
|
635,449 | $49,711,174 | |
| 3 | BSX |
Boston Scientific Corp
|
875,810 | $37,379,570 | |
| 4 | ABT |
Abbott Laboratories
|
154,431 | $14,013,067 | |
| 5 | DXCM |
Dexcom Inc
|
74,350 | $5,007,472 | |
| 6 | TNDM |
Tandem Diabetes Care Inc
|
308,200 | $4,650,738 | |
| 7 | AXGN |
Axogen, Inc.
|
31,800 | $1,468,842 | |
| 8 | EW |
Edwards Lifesciences Corp
|
6,084 | $550,358 |
All Filings in MDT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,711,174 | 635,449 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $54,005,565 | 623,261 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $59,359,699 | 617,944 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $57,359,240 | 602,260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,229,427 | 633,583 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,216,763 | 681,246 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,907,655 | 674,858 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $64,147,273 | 712,510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,569,993 | 833,058 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $69,277,536 | 794,923 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $68,736,799 | 834,387 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $48,300 | 35,000 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $56,549,823 | 721,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,949,140 | 680,467 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $53,624,067 | 665,146 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,761,035 | 614,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $27,681,663 | 342,807 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $29,053,509 | 323,716 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,210,528 | 326,368 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $40,319,451 | 321,655 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,880,021 | 289,052 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $34,432,767 | 291,482 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,058,545 | 282,214 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $28,288,061 | 272,210 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,325,199 | 232,554 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $21,568,529 | 239,172 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||