Sienna Gestion
CIK 2021242
13F filing for Q2 2026・No. 1,822
- Holdings
- US$1.71B
- Quarter change
- +US$173.81M
- Entries
- 179
- Net bought (estimate)
- −US$40.62M
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 65
- Sold out 24
- Cut 85
- Added 22
- Corporate actions 0
- Unchanged 5
Largest holdings
177 stocks worth US$1.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 622,392 | US$122.7M | 7.19% |
| AAPLAppleCOM | Cut | 357,877 | US$101.95M | 5.97% |
| MSFTMicrosoftCOM | Cut | 215,275 | US$80.23M | 4.70% |
| GOOGLAlphabetCAP STK CL A | Added | 196,701 | US$70.34M | 4.12% |
| AVGOBroadcomCOM | Cut | 115,411 | US$43.46M | 2.55% |
| MUMicronCOM | Cut | 33,732 | US$39.06M | 2.29% |
| TSLATeslaCOM | Cut | 73,310 | US$30.53M | 1.79% |
| AMATAPPLIED MATERIALS INCCOM | Cut | 41,957 | US$29.47M | 1.73% |
| JPMJPMORGAN CHASE & COCOM | Cut | 86,434 | US$28.79M | 1.69% |
| GOOGALPHABET INCCAP STK CL C | New | 79,527 | US$28.25M | 1.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.