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Portfolio (Quarterly) Guide ↗

Mirabaud & Cie SA

· CIK 0001869685
13F Portfolio $249M AUM 53 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 5 Added 26 Reduced 7 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RBLX ROBLOX CORP Technology 7,100.0 $386K 0.15% NEW $54.40 -20.4%
42 NLR VANECK ETF TRUST 3,150.0 $365K 0.15% $115.98 +3.4%
43 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,390.0 $332K 0.13% $139.09 -7.8%
44 HOOD ROBINHOOD MKTS INC Financial Services 2,785.0 $279K 0.11% NEW $100.28 +21.8%
45 CEG CONSTELLATION ENERGY CORP Utilities 1,109.0 $275K 0.11% -500.0 -31.1% $248.37 +20.4%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 897.0 $252K 0.10% NEW $281.21 -16.5%
47 KO COCA COLA CO Consumer Defensive 3,093.0 $251K 0.10% -230.0 -6.9% $81.27 +8.4%
48 SYK STRYKER CORPORATION Healthcare 795.0 $250K 0.10% NEW $314.84 -3.7%
49 IEF ISHARES TR 2,325.0 $220K 0.09% $94.57 -2.5%
50 ORCL ORACLE CORP Technology 1,457.0 $214K 0.09% $146.55 +8.4%
51 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 442.0 $211K 0.09% NEW $477.57 -10.2%
52 BIDU BAIDU INC Communication Services 1,809.0 $207K 0.08% $114.29 -13.0%
53 SPGI S&P GLOBAL INC Financial Services 500.0 $204K 0.08% -251.0 -33.4% $407.26 +8.9%
Page 3 of 3  ·  53 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 64.2%
Communication Services 8.6%
Financial Services 8.2%
Consumer Cyclical 8.1%
Healthcare 4.5%
Consumer Defensive 2.4%
Energy 1.8%
Basic Materials 0.9%
Industrials 0.8%
Utilities 0.5%