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 |
|---|---|---|---|
| MSFTMicrosoft Corp | $1.4B | 15.9% | |
| INDAIshares Tr | $561.9M | 6.2% | −13.8% |
| AMATApplied Matls Inc | $488.8M | 5.4% | +4.9% |
| GOOGLAlphabet Inc | $373.8M | 4.1% | −8.2% |
| NVDANvidia Corporation | $372.6M | 4.1% | |
| AAPLApple Inc | $359.5M | 4.0% | +12.5% |
| AMZNAmazon Com Inc | $291.2M | 3.2% | −1.3% |
| TSMTaiwan Semiconductor Mfg Ltd | $233.5M | 2.6% | −11.7% |
| AVGOBroadcom Inc | $229.9M | 2.5% | −8.0% |
| VVisa Inc | $187.3M | 2.1% | +4.8% |
| JPMJpmorgan Chase & Co. | $180.3M | 2.0% | +1.0% |
| CSCOCisco Sys Inc | $170.0M | 1.9% | −10.9% |
| METAMeta Platforms Inc | $164.7M | 1.8% | +4.2% |
| GOOGAlphabet Inc | $154.2M | 1.7% | −14.1% |
| LLYEli Lilly & Co | $129.4M | 1.4% | +3.6% |
| GSGoldman Sachs Group Inc | $116.6M | 1.3% | +23.2% |
| MUMicron Technology Inc | $105.1M | 1.2% | −22.9% |
| PWRQuanta Svcs Inc | $97.4M | 1.1% | +20.0% |
| NEENextera Energy Inc | $88.2M | 1.0% | +43.6% |
| KOCoca Cola Co | $87.4M | 1.0% | +83.5% |
| ABBVAbbvie Inc | $86.2M | 0.9% | −1.4% |
| PHParker-hannifin Corp | $79.0M | 0.9% | +22.1% |
| WMTWalmart Inc | $75.0M | 0.8% | +60.3% |
| ORCLOracle Corp | $73.9M | 0.8% | +77.0% |
| CATCaterpillar Inc | $72.3M | 0.8% | +23.4% |
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, 2024 | +380.9% | $69.1M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $488.8M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $72.3M |
| TSMTaiwan Semiconductor Mfg Ltd | December 31, 2024 | +141.8% | $233.5M |
| PWRQuanta Svcs Inc | December 31, 2024 | +127.8% | $97.4M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $170.0M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $373.8M |
| PANWPalo Alto Networks Inc | December 31, 2024 | +87.4% | $64.9M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $154.2M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $116.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $32.5M
- CMECme Group Inc was $4.6M
- TLNTalen Energy Corp was $4.4M
- CIENCiena Corp was $4.3M
- PRIMPrimoris Svcs Corp was $3.7M
- EMNEastman Chem Co was $3.3M
- OVVOvintiv Inc was $3.2M
- WFCWells Fargo Co New was $3.1M
- DXJWisdomtree Tr was $2.9M
- MEOHMethanex Corp was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.5% | +14.8% |
| March 31, 2026 | −5.7% | −4.6% |
| June 30, 2025 | +13.5% | +10.5% |
| March 31, 2025 | −5.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Union Bancaire Privee, UBP SA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1716607&type=13F-HR&dateb=&owner=include&count=40CIK 1716607
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1716607/000171660726000007/Filed July 16, 2026 · accession 0001716607-26-000007