Location
Zurich, V8
Holdings as of
6/30/2020
Date filed
7/28/2020
Form type
13F-HR
Num holdings
2,527
Total value ($000)
$11,601,315
Net value change ($000)
+916,458 (8.6%)
New positions
90
Sold out positions
170
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
UBS GROUP AG 86,867 23.3%
AAPL 82,182 20.1%
AMZN 75,947 26.0%
LOGI 59,179 50.6%
MSFT 45,215 9.2%
PYPL 41,106 94.1%
APTV 30,769 607.6%
BABA 29,727 16.3%
ALC 27,771 13.0%
META 23,833 17.2%
Top Reduces (Value $000, Stocks/ETFs)
RTX -38,159 -100.0%
Allergan plc -25,806 -100.0%
MDT -22,899 -27.1%
HON -21,608 -49.2%
PM -21,224 -54.1%
RAYTHEON CO/ -17,780 -100.0%
JNJ -16,650 -12.2%
BRK-B -15,182 -26.0%
CMCSA -14,522 -25.4%
MRK -13,914 -13.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type