Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,100 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.5M | $555M | 4.6% | $255.66 | +44.93% | 13 qtrssince 2020-Q4 | Increased 64 |
LOGITECH INTERNATIONAL-REG | 3.9M | $372.2M | 3.1% | $87.51 | +5.41% | 11 qtrssince 2021-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.3M | $338.2M | 2.8% | $99.03 | +2.17% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALCON INC | 4.1M | $322.1M | 2.7% | $69.41 | +11.24% | 11 qtrssince 2021-Q2 | Increased 55 |
UBS GROUP AG- REG | 9.8M | $303.3M | 2.5% | $14.26 | +104.52% | 11 qtrssince 2021-Q2 | Decreased 0 |
APPLE INC | 1.5M | $280.1M | 2.3% | $135.33 | +40.56% | 13 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 500,566 | $247.9M | 2.1% | $19.43 | +154.75% | 13 qtrssince 2020-Q4 | Increased 56 |
APPLIED MATERIALS INC | 1.4M | $229.5M | 1.9% | $128.87 | +23.24% | 13 qtrssince 2020-Q4 | Increased 64 |
MERCADOLIBRE INC | 96,360 | $151.4M | 1.3% | $1,275.65 | +23.20% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL A | 1M | $145.9M | 1.2% | $94.63 | +46.51% | 13 qtrssince 2020-Q4 | Decreased 0 |
SYNOPSYS INC | 281,048 | $144.7M | 1.2% | $285.00 | +80.67% | 13 qtrssince 2020-Q4 | Decreased 0 |
LINDE PLC | 345,523 | $141.9M | 1.2% | $347.62 | +15.17% | 4 qtrssince 2023-Q1 | Decreased 0 |
TRIP.COM GROUP LTD-ADR | 3.8M | $136.9M | 1.1% | $34.78 | +3.03% | 13 qtrssince 2020-Q4 | Increased 48 |
MASTERCARD INC - A | 294,850 | $125.8M | 1.1% | $374.11 | +12.53% | 13 qtrssince 2020-Q4 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 253,406 | $120.4M | 1.0% | $354.50 | +30.84% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC-CL C | 837,431 | $118M | 1.0% | $99.04 | +41.24% | 13 qtrssince 2020-Q4 | Increased 47 |
UNITEDHEALTH GROUP INC | 220,833 | $116.3M | 1.0% | $356.77 | +41.80% | 13 qtrssince 2020-Q4 | Decreased 0 |
ADOBE INC | 193,639 | $115.5M | 1.0% | $458.08 | +30.24% | 13 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 462,924 | $115M | 1.0% | $239.64 | +3.69% | 13 qtrssince 2020-Q4 | Increased 66 |
PDD HOLDINGS INC | 768,194 | $112.4M | 0.9% | $81.53 | +79.46% | 13 qtrssince 2020-Q4 | Decreased 0 |
Vontobel Holding Ltd. manages $11.9B across 1100 positions as of Q4 2023. Top holdings: MSFT (4.6%), LOGI (3.1%), TSM (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 115 new positions, 80 exits, 338 increased. Top move: TSLA (INCREASED, conviction 66). Portfolio: $11.9B across 1100 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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