Evid Invest
Holders — by stockHoldings — by fund

J. Safra Sarasin Holding AG

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1890222

$6.97B

disclosed book value

799

positions

4.8%

largest position share

Positions, as of 2026-06-30

top 100 of 799 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION1.8M$335.7M4.8%
2MSFTMICROSOFT CORP788,563$293.2M4.2%
3GOOGLALPHABET INC885,669$287.7M4.1%
4AMZNAMAZON COM INC760,987$167.9M2.4%
5AAPLAPPLE INC604,536$165.8M2.4%
6AMATAPPLIED MATLS INC201,443$135.4M1.9%
7VOOVANGUARD INDEX FDS190,887$114.2M1.6%
8JNJJOHNSON & JOHNSON456,968$113.1M1.6%
9IEMGISHARES INC1.6M$110.7M1.6%
10AVGOBROADCOM INC333,301$109.7M1.6%
11HDHOME DEPOT INC327,267$109.4M1.6%
12CMECME GROUP INC373,625$108.5M1.6%
13MRKMERCK & CO INC987,390$100.9M1.4%
14GILDGILEAD SCIENCES INC690,777$94.8M1.4%
15LLYELI LILLY & CO89,972$91.8M1.3%
16MUMICRON TECHNOLOGY INC82,938$90.1M1.3%
17EMREMERSON ELEC CO674,772$89.2M1.3%
18ABBVABBVIE INC342,816$77.4M1.1%
19TXNTEXAS INSTRS INC369,538$74.3M1.1%
20INTCINTEL CORP571,643$74.2M1.1%
21MAMASTERCARD INCORPORATED146,433$73.7M1.1%
22PCARPACCAR INC630,049$73.1M1%
23AMGNAMGEN INC206,411$72.8M1%
24RYROYAL BK CDA414,297$68.9M1%
25ADIANALOG DEVICES INC175,233$68.9M1%
26FERROVIAL NV1.1M$68.7M1%
27MCDMCDONALDS CORP222,165$67.8M1%
28EXCEXELON CORP1.4M$67.2M1%
29METAMETA PLATFORMS INC115,007$65.3M0.9%
30ITWILLINOIS TOOL WKS INC275,565$65.1M0.9%
31OREALTY INCOME CORP1.2M$65.0M0.9%
32PGPROCTER & GAMBLE CO433,359$62.7M0.9%
33TAT&T INC2.2M$61.1M0.9%
34PEPPEPSICO INC391,872$59.7M0.9%
35IBMINTERNATIONAL BUSINESS MACHS236,657$58.6M0.8%
36BKRBAKER HUGHES COMPANY959,632$58.0M0.8%
37CLCOLGATE PALMOLIVE CO654,049$56.2M0.8%
38CSCOCISCO SYS INC688,941$55.8M0.8%
39GOOGALPHABET INC156,993$52.0M0.7%
40LINDE PLC102,803$51.6M0.7%
41ADPAUTOMATIC DATA PROCESSING IN274,355$50.9M0.7%
42DRIDARDEN RESTAURANTS INC251,657$49.6M0.7%
43COSTCOSTCO WHOLESALE CORPORATION49,099$48.7M0.7%
44LOGITECH INTL S A533,593$48.2M0.7%
45TSLATESLA INC120,357$47.9M0.7%
46BNYBANK OF NY MELLON CORP348,419$45.9M0.7%
47ACCENTURE PLC IRELAND250,834$45.6M0.7%
48WMTWALMART INC384,398$45.4M0.7%
49UBS GROUP AG1.1M$43.3M0.6%
50NFLXNETFLIX INC.485,615$41.6M0.6%
51UBERUBER TECHNOLOGIES INC574,786$41.4M0.6%
52RSGREPUBLIC SVCS INC187,562$40.1M0.6%
53BF/BBROWN FORMAN CORP1.6M$36.8M0.5%
54WABWABTEC129,491$33.0M0.5%
55TSMTAIWAN SEMICONDUCTOR MANUFAC104,812$32.9M0.5%
56FLEX LTD380,983$32.8M0.5%
57COHRCOHERENT CORP85,705$32.5M0.5%
58PNCPNC FINL SVCS GROUP INC148,772$32.4M0.5%
59XYLXYLEM INC269,690$32.0M0.5%
60ASTRAZENECA PLC169,998$31.9M0.5%
61BLKBLACKROCK INC31,294$30.1M0.4%
62CCITIGROUP INC258,051$29.9M0.4%
63COFCAPITAL ONE FINL CORP148,104$28.5M0.4%
64FTNTFORTINET INC342,500$28.4M0.4%
65WMSADVANCED DRAIN SYS INC DEL181,952$28.4M0.4%
66TWLOTWILIO INC165,271$28.3M0.4%
67MSIMOTOROLA SOLUTIONS INC79,325$28.1M0.4%
68OTISOTIS WORLDWIDE CORP337,541$26.0M0.4%
69MCOMOODYS CORP59,509$26.0M0.4%
70SNPSSYNOPSYS INC57,354$25.5M0.4%
71ZSZSCALER INC177,477$25.0M0.4%
72DEDEERE & CO45,363$24.9M0.4%
73TRANE TECHNOLOGIES PLC87,546$24.8M0.4%
74LOWLOWES COS INC104,695$24.3M0.3%
75ECLECOLAB INC154,018$23.6M0.3%
76FSLRFIRST SOLAR INC97,901$22.7M0.3%
77JPMJPMORGAN CHASE & CO73,960$22.6M0.3%
78BABAALIBABA GROUP HLDG LTD228,962$22.2M0.3%
79SPYSTATE STR SPDR S&P 500 ETF T32,517$21.9M0.3%
80NVENT ELEC PLC128,532$21.8M0.3%
81ALCON AG301,352$21.6M0.3%
82LRCXLAM RESEARCH CORP96,952$20.8M0.3%
83ARCH CAP GROUP LTD214,562$20.7M0.3%
84AMDADVANCED MICRO DEVICES INC43,848$20.1M0.3%
85AAGILENT TECHNOLOGIES INC229,477$20.1M0.3%
86CDNSCADENCE DESIGN SYSTEM INC65,442$20.0M0.3%
87ANETARISTA NETWORKS INC147,000$19.9M0.3%
88PRIMPRIMORIS SVCS CORP374,968$18.6M0.3%
89AKAMAKAMAI TECHNOLOGIES INC154,841$18.3M0.3%
90BACBANK OF AMER CORP323,982$18.2M0.3%
91DHRDANAHER CORP DEL174,160$18.2M0.3%
92MSMORGAN STANLEY92,525$18.2M0.3%
93FCXFREEPORT MCMORAN INC298,135$18.2M0.3%
94FERRARI N V48,957$18.1M0.3%
95PLTRPALANTIR TECHNOLOGIES INC149,959$17.8M0.3%
96VVISA INC53,622$17.8M0.3%
97CLHCLEAN HARBORS INC58,499$17.5M0.3%
98BKNGBOOKING HOLDINGS INC23,271$17.4M0.2%
99KEYSKEYSIGHT TECHNOLOGIES INC49,875$17.1M0.2%
100SPGIS&P GLOBAL INC40,691$16.8M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.