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Portfolio (Quarterly) Guide ↗

CREDIT INDUSTRIEL ET COMMERCIAL

· CIK 0001274419
13F Portfolio $1.3B AUM 349 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 100 New 101 Added 78 Reduced
Page 18 of 18  ·  349 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZEO ZEO ENERGY CORP Energy 10,845.0 $6K $0.57 -56.7%
342 TKNO ALPHA TEKNOVA INC Healthcare 2,000.0 $6K $2.89 +146.0%
343 GEN DIGITAL INC 11,820.0 $6K $0.48
344 MUX MCEWEN INC. Basic Materials 277.0 $6K NEW $20.43 -11.0%
345 CHEER HLDG INC 4,539.0 $4K $0.89
346 ROST ROSS STORES INC Consumer Cyclical 14.0 $3K -20.0 -58.8% $216.64 +3.8%
347 SEMR SEMRUSH HLDGS INC Technology 245.0 $3K -120K -99.8% $11.94 +0.5%
348 ZS ZSCALER INC Technology 20.0 $3K -4K -99.4% $140.30 +36.6%
349 THCH TH INTERNATIONAL LIMITED Consumer Cyclical 856.0 $2K $2.00 -35.5%
Page 18 of 18  ·  349 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
Healthcare 23.9%
Consumer Cyclical 16.3%
Financial Services 15.9%
Technology 13.5%
Communication Services 9.8%
Consumer Defensive 5.7%
Utilities 5.2%
Industrials 4.8%
Basic Materials 2.7%
Real Estate 2.0%