EDMOND DE ROTHSCHILD HOLDING S.A.

PrivateCIK: 1649647
Location

CHAMBESY, V8

544
Positions
$6.91B
Total AUM (reported)
159.55M
Total Shares

Allocation by class

TOTAL AUM$6.91B544 positions
COM$3.88B56.1%
CL A$381.89M5.5%
CAP STK CL A$283.01M4.1%
SHS$247.45M3.6%
CL A COM$234.90M3.4%
ACT$206.15M3.0%
ORD$195.43M2.8%

Portfolio Concentration

Top 311.4%4–1018.2%11–2519.0%Rest51.4%TOP 1029.6%0%100%
Top 3$789.18M11.4%
4–10$1.26B18.2%
11–25$1.31B19.0%
Rest$3.55B51.4%

Top 3 weight

11.4%

Top 10 weight

29.6%

Voting Authority Distribution

Total shares with voting rights: 159.55M

Sole

Full voting authority

159.55M

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)

Sole544
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings544
Rows:

ALPHABET INC

SOLE
CAP STK CL A
Shares984.18K
TypeSH
Market value$283.01M
4.09%
Sole
984.18K
Shared
0.00
None
0.00

AKAMAI TECHNOLOGIES INC

SOLE
COM
Shares2.43M
TypeSH
Market value$278.72M
4.03%
Sole
2.43M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares1.30M
TypeSH
Market value$227.46M
3.29%
Sole
1.30M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares601.75K
TypeSH
Market value$222.75M
3.22%
Sole
601.75K
Shared
0.00
None
0.00

TOTALENERGIES SE

SOLE
ACT
Shares2.22M
TypeSH
Market value$206.15M
2.98%
Sole
2.22M
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares1.08M
TypeSH
Market value$190.56M
2.76%
Sole
1.08M
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares3.66M
TypeSH
Market value$187.95M
2.72%
Sole
3.66M
Shared
0.00
None
0.00

MATCH GROUP INC

SOLE
NEW COM
Shares4.95M
TypeSH
Market value$151.99M
2.20%
Sole
4.95M
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares3.08M
TypeSH
Market value$149.92M
2.17%
Sole
3.08M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares708.97K
TypeSH
Market value$147.66M
2.14%
Sole
708.97K
Shared
0.00
None
0.00

BRUKER CORP

SOLE
COM
Shares3.36M
TypeSH
Market value$121.25M
1.75%
Sole
3.36M
Shared
0.00
None
0.00

BOOZ ALLEN HAMILTON HLDG COR

SOLE
CL A
Shares1.47M
TypeSH
Market value$114.89M
1.66%
Sole
1.47M
Shared
0.00
None
0.00

CCC INTELLIGENT SOLUTIONS HL

SOLE
COM
Shares18.68M
TypeSH
Market value$112.11M
1.62%
Sole
18.68M
Shared
0.00
None
0.00

CHECK POINT SOFTWARE TECH LT

SOLE
ORD
Shares751.62K
TypeSH
Market value$107.39M
1.55%
Sole
751.62K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares328.63K
TypeSH
Market value$96.67M
1.40%
Sole
328.63K
Shared
0.00
None
0.00

ILLUMINA INC

SOLE
COM
Shares767.38K
TypeSH
Market value$94.59M
1.37%
Sole
767.38K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 2
Shares155.82K
TypeSH
Market value$89.94M
1.30%
Sole
155.82K
Shared
0.00
None
0.00

NETAPP INC

SOLE
COM
Shares846.53K
TypeSH
Market value$86.68M
1.25%
Sole
846.53K
Shared
0.00
None
0.00

HUBSPOT INC

SOLE
COM
Shares352.80K
TypeSH
Market value$86.12M
1.25%
Sole
352.80K
Shared
0.00
None
0.00

ASTRAZENECA PLC

SOLE
ORD
Shares401.55K
TypeSH
Market value$78.11M
1.13%
Sole
401.55K
Shared
0.00
None
0.00

WORKIVA INC

SOLE
COM CL A
Shares1.22M
TypeSH
Market value$72.84M
1.05%
Sole
1.22M
Shared
0.00
None
0.00

NEXTERA ENERGY INC

SOLE
COM
Shares715.72K
TypeSH
Market value$66.48M
0.96%
Sole
715.72K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares259.35K
TypeSH
Market value$65.82M
0.95%
Sole
259.35K
Shared
0.00
None
0.00

WELLS FARGO & CO

SOLE
COM
Shares761.21K
TypeSH
Market value$60.60M
0.88%
Sole
761.21K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares1.20M
TypeSH
Market value$60.00M
0.87%
Sole
1.20M
Shared
0.00
None
0.00
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