Vontobel Holding Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,100 positions
Microsoft Corp. | 1.5M | $555M | 4.6% | $253.18 | +45.42% | 13 qtrssince 2020-Q4 | Increased 64 |
LOGITECH INTL S A | 3.9M | $372.2M | 3.1% | $87.51 | +5.41% | 11 qtrssince 2021-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 3.3M | $338.2M | 2.8% | $98.37 | +2.06% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALCON AG | 4.1M | $322.1M | 2.7% | $69.41 | +11.24% | 11 qtrssince 2021-Q2 | Increased 55 |
UBS GROUP AG | 9.8M | $303.3M | 2.5% | $13.78 | +106.26% | 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% | $16.72 | +195.27% | 13 qtrssince 2020-Q4 | Increased 56 |
APPLIED MATLS 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% | $1,275.64 | +23.20% | 13 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 1M | $145.9M | 1.2% | $89.70 | +54.26% | 13 qtrssince 2020-Q4 | Decreased 0 |
Synopsys Inc | 281,048 | $144.7M | 1.2% | $287.03 | +79.39% | 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 | 3.8M | $136.9M | 1.1% | $34.79 | +3.00% | 13 qtrssince 2020-Q4 | Increased 48 |
MasterCard Incorporated | 294,850 | $125.8M | 1.1% | $376.16 | +11.54% | 13 qtrssince 2020-Q4 | Increased 53 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 253,406 | $120.4M | 1.0% | $353.51 | +30.19% | 13 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 837,431 | $118M | 1.0% | $102.99 | +35.56% | 13 qtrssince 2020-Q4 | Increased 47 |
UnitedHealth Group Inc. | 220,833 | $116.3M | 1.0% | $352.35 | +40.79% | 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% | $237.53 | +4.61% | 13 qtrssince 2020-Q4 | Increased 66 |
PINDUODUO INC | 768,194 | $112.4M | 0.9% | $81.51 | +79.51% | 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 Score: 2/5.0.
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
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