Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,065 positions
MICROSOFT CORP | 1.3M | $422.5M | 3.9% | $241.35 | +27.83% | 12 qtrssince 2020-Q4 | Increased 59 |
ALCON AG | 4M | $311.3M | 2.9% | $69.20 | +10.07% | 10 qtrssince 2021-Q2 | Increased 54 |
TAIWAN SEMICONDUCTOR MFG LTD | 3.5M | $299.8M | 2.8% | $98.37 | -15.12% | 12 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 1.7M | $290.4M | 2.7% | $135.33 | +24.83% | 12 qtrssince 2020-Q4 | Decreased 0 |
UBS GROUP AG | 11.2M | $277.8M | 2.6% | $13.78 | +64.54% | 10 qtrssince 2021-Q2 | Decreased 0 |
LOGITECH INTL S A | 4M | $277.4M | 2.6% | $87.51 | -23.56% | 10 qtrssince 2021-Q2 | Decreased 0 |
NVIDIA CORPORATION | 469,598 | $204.3M | 1.9% | $14.57 | +197.66% | 12 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 1.1M | $146.6M | 1.4% | $89.70 | +44.51% | 12 qtrssince 2020-Q4 | Decreased 0 |
MERCADOLIBRE INC | 113,950 | $144.5M | 1.3% | $1,275.64 | -0.61% | 12 qtrssince 2020-Q4 | Increased 77 |
APPLIED MATLS INC | 1M | $139.7M | 1.3% | $116.80 | +15.91% | 12 qtrssince 2020-Q4 | Decreased 0 |
SYNOPSYS INC | 298,009 | $136.8M | 1.3% | $287.03 | +59.90% | 12 qtrssince 2020-Q4 | Increased 48 |
UNITEDHEALTH GROUP INC | 263,985 | $133.1M | 1.2% | $352.35 | +34.38% | 12 qtrssince 2020-Q4 | Increased 50 |
TRIP COM GROUP LTD | 3.8M | $132M | 1.2% | $34.78 | +0.05% | 12 qtrssince 2020-Q4 | Increased 77 |
LINDE PLC | 347,075 | $129.2M | 1.2% | $347.62 | +4.10% | 3 qtrssince 2023-Q1 | Increased 57 |
PDD HOLDINGS INC | 1.2M | $120.1M | 1.1% | $81.51 | +20.32% | 12 qtrssince 2020-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 1.9M | $112.4M | 1.0% | $55.65 | -9.44% | 12 qtrssince 2020-Q4 | Increased 55 |
ADOBE INC | 216,573 | $110.4M | 1.0% | $458.08 | +11.31% | 12 qtrssince 2020-Q4 | Increased 48 |
SPDR S&P 500 ETF TR | 256,508 | $109.7M | 1.0% | $353.51 | +16.62% | 12 qtrssince 2020-Q4 | Increased 48 |
MASTERCARD INCORPORATED | 264,155 | $104.6M | 1.0% | $371.12 | +4.79% | 12 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 764,641 | $100.8M | 0.9% | $99.50 | +31.27% | 12 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $10.8B across 1065 positions as of Q3 2023. Top holdings: MSFT (3.9%), ALC (2.9%), TSM (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 51 new positions, 77 exits, 382 increased. Top move: MELI (INCREASED, conviction 77). Portfolio: $10.8B across 1065 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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