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Portfolio (Quarterly) Guide ↗

Graphene Investments SAS

· CIK 0001965776
13F Portfolio $172M AUM 42 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 21 Added 17 Reduced 3 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PATH UiPath Technology 285,600.0 $3.1M 1.81% +108K +61.2% $10.87 +67.0%
Page 2 of 2  ·  21 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 40.7%
Healthcare 13.0%
Communication Services 12.6%
Consumer Cyclical 10.7%
Financial Services 8.9%
Industrials 8.0%
Energy 4.0%
Basic Materials 2.1%