Filed: 7/8/2026ACC: 0001869685-26-000006
📋 What this filing means
MIRABAUD & CIE SA filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $249.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$249.19M
Total AUM (reported)
1.12M
Total Shares
Allocation by class
COM$163.02M65.4%
CAP STK CL C$28.11M11.3%
3 7 YR TREAS BD$22.13M8.9%
CL A$9.55M3.8%
CAP STK CL A$6.46M2.6%
ISHARES SEMICDTR$4.81M1.9%
COM CL A$3.50M1.4%
Portfolio Concentration
Top 3$95.47M38.3%
4–10$90.94M36.5%
11–25$45.32M18.2%
Rest$17.46M7.0%
Top 3 weight
38.3%
Top 10 weight
74.8%
Voting Authority Distribution
Total shares with voting rights: 1.12M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
NVIDIA CORPORATION
SOLEShares196.47K
TypeSH
Market value$39.31M
15.78%
Sole
0.00
Shared
0.00
None
196.47K
ALPHABET INC
SOLEShares79.56K
TypeSH
Market value$28.11M
11.28%
Sole
0.00
Shared
0.00
None
79.56K
MICROSOFT CORP
SOLEShares75.18K
TypeSH
Market value$28.04M
11.25%
Sole
0.00
Shared
0.00
None
75.18K
APPLE INC
SOLEShares79.62K
TypeSH
Market value$23.04M
9.25%
Sole
0.00
Shared
0.00
None
79.62K
ISHARES TR
SOLEShares188.42K
TypeSH
Market value$22.13M
8.88%
Sole
0.00
Shared
0.00
None
188.42K
MICRON TECHNOLOGY INC
SOLEShares12.30K
TypeSH
Market value$14.20M
5.70%
Sole
0.00
Shared
0.00
None
12.30K
AMAZON COM INC
SOLEShares58.71K
TypeSH
Market value$13.99M
5.62%
Sole
0.00
Shared
0.00
None
58.71K
ALPHABET INC
SOLEShares18.09K
TypeSH
Market value$6.46M
2.59%
Sole
0.00
Shared
0.00
None
18.09K
META PLATFORMS INC
SOLEShares10.45K
TypeSH
Market value$5.89M
2.36%
Sole
0.00
Shared
0.00
None
10.45K
ADVANCED MICRO DEVICES INC
SOLEShares9.02K
TypeSH
Market value$5.24M
2.10%
Sole
0.00
Shared
0.00
None
9.02K
ISHARES TR
SOLEShares7.50K
TypeSH
Market value$4.81M
1.93%
Sole
0.00
Shared
0.00
None
7.50K
JPMORGAN CHASE & CO
SOLEShares14.03K
TypeSH
Market value$4.59M
1.84%
Sole
0.00
Shared
0.00
None
14.03K
BROADCOM INC
SOLEShares10.25K
TypeSH
Market value$3.87M
1.55%
Sole
0.00
Shared
0.00
None
10.25K
PALO ALTO NETWORKS INC
SOLEShares10.44K
TypeSH
Market value$3.56M
1.43%
Sole
0.00
Shared
0.00
None
10.44K
ELI LILLY & CO
SOLEShares2.95K
TypeSH
Market value$3.54M
1.42%
Sole
0.00
Shared
0.00
None
2.95K
EXXON MOBIL CORP
SOLEShares24.49K
TypeSH
Market value$3.35M
1.34%
Sole
0.00
Shared
0.00
None
24.49K
VISA INC
SOLEShares9.39K
TypeSH
Market value$3.22M
1.29%
Sole
0.00
Shared
0.00
None
9.39K
MASTERCARD INCORPORATED
SOLEShares5.75K
TypeSH
Market value$2.95M
1.18%
Sole
0.00
Shared
0.00
None
5.75K
PROCTER & GAMBLE CO
SOLEShares19.98K
TypeSH
Market value$2.93M
1.18%
Sole
0.00
Shared
0.00
None
19.98K
CISCO SYS INC
SOLEShares21.25K
TypeSH
Market value$2.50M
1.00%
Sole
0.00
Shared
0.00
None
21.25K
ETFS GOLD TR
SOLEShares57.96K
TypeSH
Market value$2.22M
0.89%
Sole
0.00
Shared
0.00
None
57.96K
ABBVIE INC
SOLEShares8.77K
TypeSH
Market value$2.21M
0.89%
Sole
0.00
Shared
0.00
None
8.77K
DISNEY WALT CO
SOLEShares20.92K
TypeSH
Market value$2.01M
0.81%
Sole
0.00
Shared
0.00
None
20.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.56K
TypeSH
Market value$1.78M
0.71%
Sole
0.00
Shared
0.00
None
3.56K
NETFLIX INC.
SOLEShares24.95K
TypeSH
Market value$1.78M
0.71%
Sole
0.00
Shared
0.00
None
24.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 196.47K | SH | $39.31M 15.78% | 0.00 | 0.00 | 196.47K |
ALPHABET INCSOLE | CAP STK CL C | 79.56K | SH | $28.11M 11.28% | 0.00 | 0.00 | 79.56K |
MICROSOFT CORPSOLE | COM | 75.18K | SH | $28.04M 11.25% | 0.00 | 0.00 | 75.18K |
APPLE INCSOLE | COM | 79.62K | SH | $23.04M 9.25% | 0.00 | 0.00 | 79.62K |
ISHARES TRSOLE | 3 7 YR TREAS BD | 188.42K | SH | $22.13M 8.88% | 0.00 | 0.00 | 188.42K |
MICRON TECHNOLOGY INCSOLE | COM | 12.30K | SH | $14.20M 5.70% | 0.00 | 0.00 | 12.30K |
AMAZON COM INCSOLE | COM | 58.71K | SH | $13.99M 5.62% | 0.00 | 0.00 | 58.71K |
ALPHABET INCSOLE | CAP STK CL A | 18.09K | SH | $6.46M 2.59% | 0.00 | 0.00 | 18.09K |
META PLATFORMS INCSOLE | CL A | 10.45K | SH | $5.89M 2.36% | 0.00 | 0.00 | 10.45K |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.02K | SH | $5.24M 2.10% | 0.00 | 0.00 | 9.02K |
ISHARES TRSOLE | ISHARES SEMICDTR | 7.50K | SH | $4.81M 1.93% | 0.00 | 0.00 | 7.50K |
JPMORGAN CHASE & COSOLE | COM | 14.03K | SH | $4.59M 1.84% | 0.00 | 0.00 | 14.03K |
BROADCOM INCSOLE | COM | 10.25K | SH | $3.87M 1.55% | 0.00 | 0.00 | 10.25K |
PALO ALTO NETWORKS INCSOLE | COM | 10.44K | SH | $3.56M 1.43% | 0.00 | 0.00 | 10.44K |
ELI LILLY & COSOLE | COM | 2.95K | SH | $3.54M 1.42% | 0.00 | 0.00 | 2.95K |
EXXON MOBIL CORPSOLE | COM | 24.49K | SH | $3.35M 1.34% | 0.00 | 0.00 | 24.49K |
VISA INCSOLE | COM CL A | 9.39K | SH | $3.22M 1.29% | 0.00 | 0.00 | 9.39K |
MASTERCARD INCORPORATEDSOLE | CL A | 5.75K | SH | $2.95M 1.18% | 0.00 | 0.00 | 5.75K |
PROCTER & GAMBLE COSOLE | COM | 19.98K | SH | $2.93M 1.18% | 0.00 | 0.00 | 19.98K |
CISCO SYS INCSOLE | COM | 21.25K | SH | $2.50M 1.00% | 0.00 | 0.00 | 21.25K |
ETFS GOLD TRSOLE | PHYSCL GOLD SHS | 57.96K | SH | $2.22M 0.89% | 0.00 | 0.00 | 57.96K |
ABBVIE INCSOLE | COM | 8.77K | SH | $2.21M 0.89% | 0.00 | 0.00 | 8.77K |
DISNEY WALT COSOLE | COM | 20.92K | SH | $2.01M 0.81% | 0.00 | 0.00 | 20.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.56K | SH | $1.78M 0.71% | 0.00 | 0.00 | 3.56K |
NETFLIX INC.SOLE | COM | 24.95K | SH | $1.78M 0.71% | 0.00 | 0.00 | 24.95K |
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