Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $966.4M | 34.3% | New |
| Astrazeneca PLCCUSIP G0593M107 | $273.8M | 9.7% | +26.3% |
| NVDANvidia Corporation | $90.8M | 3.2% | +5.0% |
| MSFTMicrosoft Corp | $81.4M | 2.9% | +7.5% |
| Stellantis N.vCUSIP N82405106 | $77.9M | 2.8% | −4.0% |
| ARKBArk 21shares Bitcoin Etf | $67.6M | 2.4% | −3.7% |
| Ferrari N VCUSIP N3167Y103 | $64.1M | 2.3% | −12.6% |
| METAMeta Platforms Inc | $58.6M | 2.1% | +46.0% |
| GOOGLAlphabet Inc | $58.4M | 2.1% | +15.5% |
| NKENike Inc | $55.3M | 2.0% | +47.0% |
| AAPLApple Inc | $49.3M | 1.8% | +33.3% |
| PANWPalo Alto Networks Inc | $36.5M | 1.3% | +2.2% |
| Totalenergies SeCUSIP F92124100 | $34.4M | 1.2% | +274.5% |
| ABBVAbbvie Inc | $31.3M | 1.1% | +47.6% |
| AMDAdvanced Micro Devices Inc | $28.2M | 1.0% | −56.3% |
| DDOGDatadog Inc | $27.5M | 1.0% | −1.5% |
| VVisa Inc | $25.6M | 0.9% | +43.1% |
| LLYEli Lilly & Co | $22.8M | 0.8% | −13.4% |
| AMZNAmazon Com Inc | $20.9M | 0.7% | −51.8% |
| BLKBlackrock Inc | $20.8M | 0.7% | +106.8% |
| BACBank Of Amer Corp | $20.7M | 0.7% | +29.0% |
| ZSZscaler Inc | $20.0M | 0.7% | +49.4% |
| AVGOBroadcom Inc | $19.9M | 0.7% | −17.0% |
| BSXBoston Scientific Corp | $19.0M | 0.7% | +126.1% |
| Eaton Corp PLCCUSIP G29183103 | $18.8M | 0.7% | +140.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $28.2M |
| DDOGDatadog Inc | December 31, 2025 | +91.5% | $27.5M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $36.5M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $14.1M |
| Nxp Semiconductors N VCUSIP N6596X109 | December 31, 2025 | +29.5% | $17.3M |
| UNHUnitedhealth Group Inc | December 31, 2025 | +25.9% | $18.7M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $18.7M |
| CCitigroup Inc | December 31, 2025 | +19.9% | $16.4M |
| Eaton Corp PLCCUSIP G29183103 | March 31, 2026 | +19.1% | $18.8M |
| Totalenergies SeCUSIP F92124100 | December 31, 2025 | +18.9% | $34.4M |
Sold off last quarter
- MUMicron Technology Inc was $18.2M
- Cnh Indl N VCUSIP N20944109 was $6.6M
- HALHalliburton Co was $2.0M
- DLRDigital Rlty Tr Inc was $1.6M
- CMCSAComcast Corp New was $1.3M
- SLBSlb Limited was $976K
- GEVGe Vernova Inc was $622K
- CRMSalesforce Inc was $560K
- KRESpdr Series Trust was $421K
- BIDUBaidu Inc was $279K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −6.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Intesa Sanpaolo S.p.A. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1374384&type=13F-HR&dateb=&owner=include&count=40CIK 1374384
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1374384/000137438426000007/Filed July 31, 2026 · accession 0001374384-26-000007