Mirabaud & Cie SA 13F Holdings · Q2 2026
Mirabaud & Cie SA reported 53 securities worth $249.19M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (15.78%), GOOG (11.28%), MSFT (11.25%). Among its top 25 positions this quarter: 3 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $39.3M | 15.78% | 196,469 | Trimmed |
| 2 | GOOG | ALPHABET INC | $28.1M | 11.28% | 79,562 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $28.0M | 11.25% | 75,177 | Trimmed |
| 4 | AAPL | APPLE INC | $23.0M | 9.25% | 79,618 | Trimmed |
| 5 | IEI | ISHARES TR | $22.1M | 8.88% | 188,424 | Trimmed |
| 6 | MU | MICRON TECHNOLOGY INC | $14.2M | 5.70% | 12,300 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $14.0M | 5.62% | 58,707 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $6.5M | 2.59% | 18,085 | Trimmed |
| 9 | META | META PLATFORMS INC | $5.9M | 2.36% | 10,448 | Trimmed |
| 10 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 2.10% | 9,015 | Trimmed |
| 11 | SOXX | ISHARES TR | $4.8M | 1.93% | 7,500 | Hold |
| 12 | JPM | JPMORGAN CHASE & CO | $4.6M | 1.84% | 14,033 | Trimmed |
| 13 | AVGO | BROADCOM INC | $3.9M | 1.55% | 10,252 | Trimmed |
| 14 | PANW | PALO ALTO NETWORKS INC | $3.6M | 1.43% | 10,443 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $3.5M | 1.42% | 2,951 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $3.3M | 1.34% | 24,493 | Trimmed |
| 17 | V | VISA INC | $3.2M | 1.29% | 9,391 | Trimmed |
| 18 | MA | MASTERCARD INCORPORATED | $3.0M | 1.18% | 5,745 | Trimmed |
| 19 | PG | PROCTER & GAMBLE CO | $2.9M | 1.18% | 19,983 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $2.5M | 1.00% | 21,253 | Trimmed |
| 21 | ABBV | ABBVIE INC | $2.2M | 0.89% | 8,766 | Added |
| 22 | SGOL | ETFS GOLD TR | $2.2M | 0.89% | 57,964 | Hold |
| 23 | DIS | DISNEY WALT CO | $2.0M | 0.81% | 20,920 | Hold |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.71% | 3,560 | Added |
| 25 | NFLX | NETFLIX INC. | $1.8M | 0.71% | 24,946 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR