SWISSPARTNERS LTD.

PrivateCIK: 1837984
Location

VADUZ, N2

73
Positions
$78.38M
Total AUM (reported)
3.24M
Total Shares

Allocation by class

TOTAL AUM$78.38M73 positions
COM$47.59M60.7%
SHS$7.17M9.2%
CL A$4.10M5.2%
CAP STK CL A$3.37M4.3%
CL B$3.13M4.0%
COM A SIRIUSXM$2.36M3.0%
CL A NEW$2.29M2.9%

Portfolio Concentration

Top 318.1%4–1026.6%11–2528.3%Rest27.0%TOP 1044.7%0%100%
Top 3$14.17M18.1%
4–10$20.85M26.6%
11–25$22.16M28.3%
Rest$21.20M27.0%

Top 3 weight

18.1%

Top 10 weight

44.7%

Voting Authority Distribution

Total shares with voting rights: 3.24M

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

3.24M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:

DEERE & CO

SOLE
COM
Shares13.33K
TypeSH
Market value$5.72M
7.29%
Sole
0.00
Shared
0.00
None
13.33K

STELLANTIS N.V

SOLE
SHS
Shares300K
TypeSH
Market value$4.28M
5.46%
Sole
0.00
Shared
0.00
None
300K

D R HORTON INC

SOLE
COM
Shares46.82K
TypeSH
Market value$4.17M
5.32%
Sole
0.00
Shared
0.00
None
46.82K

WESTERN DIGITAL CORP.

SOLE
COM
Shares110.64K
TypeSH
Market value$3.49M
4.45%
Sole
0.00
Shared
0.00
None
110.64K

TAPESTRY INC

SOLE
COM
Shares90K
TypeSH
Market value$3.43M
4.37%
Sole
0.00
Shared
0.00
None
90K

ALPHABET INC

SOLE
CAP STK CL A
Shares38.16K
TypeSH
Market value$3.37M
4.30%
Sole
0.00
Shared
0.00
None
38.16K

S&P GLOBAL INC

SOLE
COM
Shares9.84K
TypeSH
Market value$3.30M
4.20%
Sole
0.00
Shared
0.00
None
9.84K

DISNEY WALT CO

SOLE
COM
Shares30.23K
TypeSH
Market value$2.63M
3.35%
Sole
0.00
Shared
0.00
None
30.23K

LIBERTY MEDIA CORP DEL

SOLE
COM A SIRIUSXM
Shares60K
TypeSH
Market value$2.36M
3.01%
Sole
0.00
Shared
0.00
None
60K

BIOVIE INC

SOLE
CL A NEW
Shares294.35K
TypeSH
Market value$2.29M
2.92%
Sole
0.00
Shared
0.00
None
294.35K

APA CORPORATION

SOLE
COM
Shares43.20K
TypeSH
Market value$2.02M
2.57%
Sole
0.00
Shared
0.00
None
43.20K

ROYAL CARIBBEAN GROUP

SOLE
COM
Shares37K
TypeSH
Market value$1.83M
2.33%
Sole
0.00
Shared
0.00
None
37K

RALPH LAUREN CORP

SOLE
CL A
Shares17K
TypeSH
Market value$1.80M
2.29%
Sole
0.00
Shared
0.00
None
17K

DOW INC

SOLE
COM
Shares34.90K
TypeSH
Market value$1.76M
2.24%
Sole
0.00
Shared
0.00
None
34.90K

BREAD FINANCIAL HOLDINGS INC

SOLE
COM
Shares43.85K
TypeSH
Market value$1.65M
2.11%
Sole
0.00
Shared
0.00
None
43.85K

LYONDELLBASELL INDUSTRIES N

SOLE
SHS - A -
Shares18.56K
TypeSH
Market value$1.54M
1.97%
Sole
0.00
Shared
0.00
None
18.56K

NIKE INC

SOLE
CL B
Shares12.74K
TypeSH
Market value$1.49M
1.90%
Sole
0.00
Shared
0.00
None
12.74K

MARATHON PETE CORP

SOLE
COM
Shares12.80K
TypeSH
Market value$1.49M
1.90%
Sole
0.00
Shared
0.00
None
12.80K

VISA INC

SOLE
COM CL A
Shares6.29K
TypeSH
Market value$1.31M
1.67%
Sole
0.00
Shared
0.00
None
6.29K

MATTEL INC

SOLE
COM
Shares71.55K
TypeSH
Market value$1.28M
1.63%
Sole
0.00
Shared
0.00
None
71.55K

MICRON TECHNOLOGY INC

SOLE
COM
Shares24.68K
TypeSH
Market value$1.23M
1.57%
Sole
0.00
Shared
0.00
None
24.68K

LINDE PLC

SOLE
SHS
Shares3.72K
TypeSH
Market value$1.22M
1.55%
Sole
0.00
Shared
0.00
None
3.72K

UBS GROUP AG

SOLE
SHS
Shares65.23K
TypeSH
Market value$1.21M
1.55%
Sole
0.00
Shared
0.00
None
65.23K

APPLE INC

SOLE
COM
Shares9.23K
TypeSH
Market value$1.20M
1.53%
Sole
0.00
Shared
0.00
None
9.23K

MERCK & CO INC

SOLE
COM
Shares10.29K
TypeSH
Market value$1.14M
1.46%
Sole
0.00
Shared
0.00
None
10.29K
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