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Portfolio (Quarterly) Guide ↗

Intesa Sanpaolo S.p.A.

· CIK 0001374384
13F Portfolio $2.9B AUM 237 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 61 New 55 Added 104 Reduced 37 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NKE CALL NIKE INC Consumer Cyclical 13,000 $795K 0.05% SOLD
22 KRE SPDR SERIES TRUST 12,000 $785K 0.04% SOLD
23 SNOW SNOWFLAKE INC Technology 2,797 $621K 0.04% SOLD
24 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,800 $373K 0.02% SOLD
25 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 2,500 $368K 0.02% SOLD
26 FUTU FUTU HLDGS LTD Financial Services 1,600 $263K 0.01% SOLD
27 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,000 $259K 0.01% SOLD
28 SE SEA LTD Consumer Cyclical 2,010 $258K 0.01% SOLD
29 SPRING VALLEY ACQUISTN CORP 13,590 $162K 0.01% SOLD
30 ETHM DYNAMIX CORP Financial Services 10,000 $103K 0.01% SOLD
31 HPQ HP INC Technology 3,947 $90K 0.01% SOLD
32 OKLO OKLO INC Utilities 1,000 $72K 0.00% SOLD
33 FRMM ETHZILLA CORPORATION Technology 10,000 $50K 0.00% SOLD
34 COKE COCA COLA CONS INC Consumer Defensive 286 $44K 0.00% SOLD
35 BTCS BTCS INC Financial Services 16,000 $43K 0.00% SOLD
36 BIIB BIOGEN INC Healthcare 110 $19K 0.00% SOLD
37 EBAY EBAY INC. Consumer Cyclical 50 $4K SOLD
Page 2 of 2  ·  37 positions
Sector Allocation
Healthcare 28.9%
Technology 28.7%
Consumer Cyclical 13.6%
Financial Services 12.0%
Communication Services 7.2%
Industrials 3.6%
Basic Materials 2.9%
Consumer Defensive 1.1%
Utilities 1.0%
Energy 0.8%