Longbow Finance SA
CIK 1965552
13F filing for Q2 2026・No. 2,999
- Holdings
- US$782.14M
- Quarter change
- +US$229.97M
- Entries
- 59
- Net bought (estimate)
- +US$168.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 9
- Cut 12
- Added 32
- Corporate actions 0
- Unchanged 2
Largest holdings
59 stocks worth US$782.14M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCommon Stock | Added | 318,230 | US$63.67M | 8.14% |
| AAPLAppleCommon Stock | Added | 186,711 | US$54.03M | 6.91% |
| GOOGAlphabet Inc.Class C Common Stock | Added | 151,086 | US$53.38M | 6.83% |
| AMZNAmazonCommon Stock | Added | 146,089 | US$34.82M | 4.45% |
| MSFTMicrosoftCommon Stock | Added | 85,425 | US$31.87M | 4.07% |
| AVGOBroadcomCommon Stock | Added | 68,939 | US$26.04M | 3.33% |
| GSThe Goldman Sachs Group, Inc.Common Stock | Added | 20,752 | US$20.99M | 2.68% |
| 9666655DExxon Mobil CorporationCommon Stock | Cut | 130,000 | US$17.77M | 2.27% |
| GEGE AerospaceCommon Stock | Added | 44,018 | US$16.45M | 2.10% |
| WABWestinghouse Air Brake Technologies CorporationCommon Stock | Added | 60,307 | US$16.26M | 2.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.