111 CAPITAL

PrivateCIK: 2060412
Location

PARIS, I0

328
Positions
$405.90M
Total AUM (reported)
3.24M
Total Shares

Allocation by class

TOTAL AUM$405.90M328 positions
COM$263.45M64.9%
CL A$22.23M5.5%
ORD$18.18M4.5%
STATE STREET CON$18.00M4.4%
COM NEW$12.93M3.2%
CAP STK CL A$9.23M2.3%
CAP STK CL C$8.39M2.1%

Portfolio Concentration

Top 315.0%4–1020.0%11–2517.0%Rest48.0%TOP 1035.0%0%100%
Top 3$60.82M15.0%
4–10$81.30M20.0%
11–25$69.09M17.0%
Rest$194.69M48.0%

Top 3 weight

15.0%

Top 10 weight

35.0%

Voting Authority Distribution

Total shares with voting rights: 3.24M

Sole

Full voting authority

3.24M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole328
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings328
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares131.49K
TypeSH
Market value$22.93M
5.65%
Sole
131.49K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares77.65K
TypeSH
Market value$19.71M
4.86%
Sole
77.65K
Shared
0.00
None
0.00

ASTRAZENECA PLC

SOLE
ORD
Shares93.54K
TypeSH
Market value$18.18M
4.48%
Sole
93.54K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET CON
Shares165.16K
TypeSH
Market value$18.00M
4.43%
Sole
165.16K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares43.09K
TypeSH
Market value$15.95M
3.93%
Sole
43.09K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares57.84K
TypeSH
Market value$12.05M
2.97%
Sole
57.84K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares32.09K
TypeSH
Market value$9.23M
2.27%
Sole
32.09K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares16.07K
TypeSH
Market value$9.19M
2.27%
Sole
16.07K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares27.43K
TypeSH
Market value$8.49M
2.09%
Sole
27.43K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares29.25K
TypeSH
Market value$8.39M
2.07%
Sole
29.25K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares24.93K
TypeSH
Market value$8.20M
2.02%
Sole
24.93K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares18.57K
TypeSH
Market value$6.90M
1.70%
Sole
18.57K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares19.91K
TypeSH
Market value$6.73M
1.66%
Sole
19.91K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares49.78K
TypeSH
Market value$6.19M
1.52%
Sole
49.78K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares8.87K
TypeSH
Market value$5.77M
1.42%
Sole
8.87K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares46.43K
TypeSH
Market value$4.46M
1.10%
Sole
46.43K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares49.46K
TypeSH
Market value$4.39M
1.08%
Sole
49.46K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares28.51K
TypeSH
Market value$4.17M
1.03%
Sole
28.51K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
STATE STREET FIN
Shares80.54K
TypeSH
Market value$3.98M
0.98%
Sole
80.54K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares3.96K
TypeSH
Market value$3.95M
0.97%
Sole
3.96K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares15.50K
TypeSH
Market value$3.15M
0.78%
Sole
15.50K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares9.04K
TypeSH
Market value$3.09M
0.76%
Sole
9.04K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares19.70K
TypeSH
Market value$2.75M
0.68%
Sole
19.70K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares13.04K
TypeSH
Market value$2.74M
0.67%
Sole
13.04K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares34.01K
TypeSH
Market value$2.64M
0.65%
Sole
34.01K
Shared
0.00
None
0.00
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