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Free — 5 of 40

Data as of Q4 2025

All position changes for ADAPT Investment Managers SA. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	MSFT Microsoft Corp	Increased	114,825	+222.5%	$55.5M	0.4%	57
2025-Q4	GLD SPDR GOLD TR	New	139,900	—	$55.4M	0.4%	49
2025-Q4	SMH VANECK ETF TRUST	Increased	109,241	+217.3%	$39.3M	0.3%	56
2025-Q4	AMZN Amazon.com Inc	Increased	167,550	+81.2%	$38.7M	0.3%	53
2025-Q4	AVGO Broadcom Inc	Decreased	102,652	-35.8%	$35.5M	0.3%	0
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