J. Safra Sarasin Holding AG Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$5.5B

Holdings

458

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (458 positions)

#StockSharesValue% PortfolioType
101
WMWASTE MGMT INC DEL
51,452$11.0T200551.07%
102
INTCINTEL CORP
334,008$10.3T188994.20%
103
PDDPDD HOLDINGS INC
77,791$10.3T188959.23%
104
GKDGRAND CANYON ED INC
73,171$10.2T187041.57%
105
TLTISHARES TR
110,700$10.2T185629.12%
106
ZSZSCALER INC
51,481$9.9T180770.76%
107
CCEPCOCA-COLA EUROPACIFIC PARTNE
132,083$9.6T175851.51%
108
AMDADVANCED MICRO DEVICES INC
58,544$9.5T173504.40%
109
VVISA INC
34,723$9.1T166511.93%
110
MNDYMONDAY COM LTD
37,783$9.1T166200.09%
111
SSOPROSHARES TR
110,000$9.1T166005.76%
112
BSXBOSTON SCIENTIFIC CORP
114,519$8.8T161129.51%
113
MASMASCO CORP
124,656$8.3T151842.76%
114
LKQ1LKQ CORP
199,771$8.3T151800.01%
115
TTDTHE TRADE DESK INC
81,998$8.0T146323.77%
116
AG8AGILENT TECHNOLOGIES INC
60,694$7.9T143747.96%
117
VMIVALMONT INDS INC
28,053$7.7T140667.25%
118
RACEFERRARI N V
18,317$7.5T136542.46%
119
MLB1MERCADOLIBRE INC
4,381$7.2T131542.76%
120
NYTNEW YORK TIMES CO
140,446$7.2T131405.82%
121
KEYSKEYSIGHT TECHNOLOGIES INC
51,169$7.0T127845.28%
122
FSLRFIRST SOLAR INC
30,734$6.9T126601.54%
123
COHUCOHU INC
201,584$6.7T121908.63%
124
ESTCELASTIC N V
58,156$6.6T121033.84%
125
ABNBAIRBNB INC
42,312$6.4T117219.29%
126
DC4DEXCOM INC
54,673$6.2T113255.63%
127
INTUINTUIT
9,191$6.0T110361.44%
128
MDTMEDTRONIC PLC
76,435$6.0T109918.85%
129
PWRQUANTA SVCS INC
23,414$5.9T108696.01%
130
GFLGFL ENVIRONMENTAL INC
147,356$5.7T104809.98%
131
MPWRMONOLITHIC PWR SYS INC
6,817$5.6T102340.23%
132
DHRDANAHER CORPORATION
21,851$5.5T99747.28%
133
CRMSALESFORCE INC
20,062$5.2T94238.11%
134
GQ9SPDR GOLD TR
23,894$5.1T93863.67%
135
LINLINDE PLC
11,492$5.0T92164.53%
136
TTTRANE TECHNOLOGIES PLC
14,354$4.7T86263.47%
137
LTPZPIMCO ETF TR
86,742$4.7T85691.20%
138
HESHESS CORP
30,517$4.5T82251.38%
139
NDQINVESCO QQQ TR
9,330$4.5T81670.74%
140
TELTE CONNECTIVITY LTD
29,701$4.5T81631.15%
141
SPGSIMON PPTY GROUP INC NEW
28,694$4.4T79581.73%
142
VSTVISTRA CORP
50,009$4.3T78559.02%
143
LTHLIFE TIME GROUP HOLDINGS INC
227,777$4.3T78362.92%
144
DELLDELL TECHNOLOGIES INC
30,848$4.3T77727.24%
145
LRCXEURLAM RESEARCH CORP
3,970$4.2T77237.72%
146
MIDDMIDDLEBY CORP
33,227$4.1T74433.32%
147
HCAHCA HEALTHCARE INC
12,614$4.1T74043.50%
148
JPMJPMORGAN CHASE & CO.
20,023$4.0T73992.47%
149
DVADAVITA INC
29,221$4.0T73980.07%
150
URAGLOBAL X FDS
138,226$4.0T73112.02%
151
GMEDGLOBUS MED INC
56,854$3.9T71144.05%
152
SBUXSTARBUCKS CORP
49,208$3.8T69990.98%
153
WSTWEST PHARMACEUTICAL SVSC INC
11,508$3.8T69256.52%
154
BKRBAKER HUGHES COMPANY
107,215$3.8T68893.51%
155
WSMWILLIAMS SONOMA INC
12,960$3.7T66861.19%
156
NEENEXTERA ENERGY INC
51,071$3.6T66072.30%
157
MLMMARTIN MARIETTA MATLS INC
6,593$3.6T65263.83%
158
NUENUCOR CORP
22,561$3.6T65160.70%
159
PGRPROGRESSIVE CORP
17,145$3.6T65064.68%
160
CBOECBOE GLOBAL MKTS INC
20,853$3.5T64791.32%
161
TRMBTRIMBLE INC
63,173$3.5T64542.99%
162
EWEDWARDS LIFESCIENCES CORP
37,934$3.5T64019.17%
163
WMTWALMART INC
50,932$3.4T63007.76%
164
ABBVABBVIE INC
20,090$3.4T62956.96%
165
BKBANK NEW YORK MELLON CORP
56,739$3.4T62084.97%
166
TSLATESLA INC
16,772$3.3T60636.92%
167
TTWOTAKE-TWO INTERACTIVE SOFTWAR
20,921$3.3T59434.05%
168
ENPHENPHASE ENERGY INC
32,278$3.2T58802.49%
169
DDOGDATADOG INC
24,048$3.1T56981.76%
170
CYBRCYBERARK SOFTWARE LTD
11,373$3.1T56814.04%
171
GDDYGODADDY INC
22,243$3.1T56776.84%
172
PFEPFIZER INC
110,487$3.1T56481.90%
173
FQIDIGITAL RLTY TR INC
19,981$3.0T55507.79%
174
IEFISHARES TR
32,425$3.0T55480.22%
175
LYVLIVE NATION ENTERTAINMENT IN
32,218$3.0T55179.01%
176
HUBSHUBSPOT INC
5,067$3.0T54600.77%
177
SNAPSNAP INC
175,784$2.9T53345.69%
178
STXSEAGATE TECHNOLOGY HLDNGS PL
28,239$2.9T53281.18%
179
CHKPCHECK POINT SOFTWARE TECH LT
17,433$2.9T52554.09%
180
CMGCHIPOTLE MEXICAN GRILL INC
45,768$2.9T52388.19%
181
ISRGINTUITIVE SURGICAL INC
6,438$2.9T52325.69%
182
NTAPNETAPP INC
21,996$2.8T51761.86%
183
AXONAXON ENTERPRISE INC
9,476$2.8T50942.15%
184
ARMKARAMARK
81,119$2.8T50420.51%
185
BILSPDR SER TR
30,000$2.8T50305.99%
186
BGBUNGE GLOBAL SA
25,522$2.7T49786.82%
187
VLTOVERALTO CORP
28,433$2.7T49595.25%
188
APHAMPHENOL CORP NEW
40,253$2.7T49546.76%
189
STZCONSTELLATION BRANDS INC
10,455$2.7T49145.12%
190
URIUNITED RENTALS INC
4,148$2.7T49013.10%
191
WDCWESTERN DIGITAL CORP.
35,400$2.7T49006.19%
192
NXPINXP SEMICONDUCTORS N V
9,828$2.6T48318.47%
193
ATOATMOS ENERGY CORP
22,550$2.6T48059.76%
194
XYZBLOCK INC
40,738$2.6T48000.13%
195
GRMNGARMIN LTD
16,055$2.6T47789.80%
196
BSYBENTLEY SYS INC
52,781$2.6T47599.59%
197
BROBROWN & BROWN INC
29,115$2.6T47561.25%
198
GSGOLDMAN SACHS GROUP INC
5,748$2.6T47502.13%
199
EMEEMCOR GROUP INC
7,096$2.6T47331.70%
200
OMCOMNICOM GROUP INC
28,694$2.6T47025.56%
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