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Altrafin AG 13F holdings

Filed 2026-07-20 · Altrafin AG · 44 positions · $255.3M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET INC83.1K$29.7M11.6%
MSFTMICROSOFT CORP67.4K$25.1M9.8%
AMZNAMAZON COM INC82.8K$19.7M7.7%
MAMASTERCARD INCORPORATED35.2K$18.1M7.1%
TSMTAIWAN SEMICONDUCTOR MANUFAC32.1K$15.3M6.0%
JPMJPMORGAN CHASE & CO39.3K$12.9M5.0%
ACWIISHARES TR57.5K$9.0M3.5%
AAPLAPPLE INC29.8K$8.6M3.4%
ICEINTERCONTINENTAL EXCHANGE IN63.1K$7.8M3.0%
FTNTFORTINET INC50.3K$7.7M3.0%
NVDANVIDIA CORPORATION38.6K$7.7M3.0%
CRWDCROWDSTRIKE HLDGS INC10.1K$7.7M3.0%
LLYELI LILLY & CO6.4K$7.6M3.0%
NVONOVO-NORDISK A S140.0K$6.7M2.6%
—SEA LTD59.0K$5.8M2.3%
SPGIS&P GLOBAL INC12.6K$5.1M2.0%
UNHUNITEDHEALTH GROUP INC11.9K$5.0M1.9%
MCOMOODYS CORP9.6K$4.4M1.7%
PANWPALO ALTO NETWORKS INC11.5K$3.9M1.5%
METAMETA PLATFORMS INC6.9K$3.9M1.5%
GEGE AEROSPACE10.3K$3.9M1.5%
AMDADVANCED MICRO DEVICES INC6.5K$3.8M1.5%
NFLXNETFLIX INC.47.5K$3.4M1.3%
—UNITY SOFTWARE INC33.5K$3.3M1.3%
UBERUBER TECHNOLOGIES INC44.1K$3.2M1.2%
OKTAOKTA INC22.0K$3.0M1.2%
MELIMERCADOLIBRE INC1.6K$2.7M1.1%
RBRKRUBRIK INC.33.0K$2.7M1.0%
FISVFISERV INC44.9K$2.2M0.9%
CNICANADIAN NATL RY CO18.0K$2.1M0.8%
SHELSHELL PLC25.2K$2.0M0.8%
SAILSAILPOINT INC120.5K$1.8M0.7%
NEENEXTERA ENERGY INC18.3K$1.6M0.6%
VRTVERTIV HOLDINGS CO4.6K$1.5M0.6%
AVGOBROADCOM INC2.8K$1.1M0.4%
NUNU HLDGS LTD74.7K$997,9920.4%
NTRNUTRIEN LTD15.0K$944,2500.4%
CVXCHEVRON CORPORATION4.9K$813,0530.3%
CEGCONSTELLATION ENERGY CORP2.8K$697,1570.3%
AKAM 1.125 02-15-29AKAMAI TECHNOLOGIES INC5.0K$598,2540.2%
SNOWSNOWFLAKE INC1.6K$417,3800.2%
CFCF INDUSTRIES HOLD3.3K$360,2890.1%
—UPWORK INC3.0K$294,2000.1%
SESEA LTD2.8K$269,2820.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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