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Portfolio (Quarterly) Guide ↗

Banco Santander, S.A.

· CIK 0000891478
13F Portfolio $16.1B AUM 929 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 81 New 215 Added 163 Reduced 40 Exited
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AKAM AKAMAI TECHNOLOGIES INC Technology 4,148.0 $490K 0.00% NEW $118.21 -10.6%
42 NET CLOUDFLARE INC Technology 1,973.0 $484K 0.00% NEW $245.28 +14.3%
43 TWLO TWILIO INC Communication Services 2,288.0 $472K 0.00% NEW $206.33 +7.9%
44 KKR KKR & CO INC 4,354.0 $400K 0.00% NEW $91.78
45 TEX TEREX CORP NEW Industrials 5,427.0 $393K 0.00% NEW $72.39 -9.0%
46 URA GLOBAL X FDS 8,559.0 $374K 0.00% NEW $43.70 +4.6%
47 MSCI MSCI INC Financial Services 619.0 $347K 0.00% NEW $560.04 +2.0%
48 FLOT ISHARES TR 6,752.0 $345K 0.00% NEW $51.05 -0.1%
49 SMH VANECK ETF TRUST 520.0 $341K 0.00% NEW $655.89 -16.6%
50 GURU GLOBAL X FDS 4,805.0 $337K 0.00% NEW $70.04 +0.2%
51 HUM HUMANA INC Healthcare 825.0 $328K 0.00% NEW $397.22 -2.7%
52 PRU PRUDENTIAL FINL INC Financial Services 3,020.0 $326K 0.00% NEW $107.93 +13.7%
53 MKSI MKS INC. Technology 673.0 $299K 0.00% NEW $444.80 -39.5%
54 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,961.0 $297K 0.00% NEW $49.86 +6.4%
55 PTCT PTC THERAPEUTICS INC Healthcare 3,582.0 $292K 0.00% NEW $81.57 -12.9%
56 MG MISTRAS GROUP INC Industrials 16,392.0 $286K 0.00% NEW $17.47 +9.3%
57 VST VISTRA CORP Utilities 1,802.0 $286K 0.00% NEW $158.63 -14.5%
58 SRE SEMPRA Utilities 3,074.0 $285K 0.00% NEW $92.71 -8.8%
59 ALBEMARLE CORP 5,000.0 $277K 0.00% NEW $55.35
60 COMP COMPASS INC Technology 22,379.0 $276K 0.00% NEW $12.33 -6.3%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 32.8%
Consumer Cyclical 7.5%
Communication Services 6.7%
Healthcare 5.1%
Industrials 4.9%
Consumer Defensive 2.9%
Energy 1.6%
Utilities 1.3%
Basic Materials 0.8%