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Portfolio (Quarterly) Guide ↗

Groupe la Francaise

· CIK 0002056088
13F Portfolio $7.1B AUM 536 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New 141 Added 176 Reduced 363 Exited
Page 10 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 BX BLACKSTONE INC Financial Services 67 $10K SOLD
182 OKTA OKTA INC Technology 125 $10K SOLD
183 PEGA PEGASYSTEMS INC Technology 200 $10K SOLD
184 XPEV XPENG INC Consumer Cyclical 500 $10K SOLD
185 O REALTY INCOME CORP Real Estate 189 $10K SOLD
186 OKLO OKLO INC Utilities 96 $10K SOLD
187 DOCN DIGITALOCEAN HLDGS INC Technology 300 $9K SOLD
188 CCL CARNIVAL CORP Consumer Cyclical 350 $9K SOLD
189 STNG SCORPIO TANKERS INC Energy 180 $9K SOLD
190 NUS NU SKIN ENTERPRISES INC Consumer Defensive 850 $9K SOLD
191 TKO TKO GROUP HOLDINGS INC Communication Services 50 $9K SOLD
192 ON ON SEMICONDUCTOR CORP Technology 200 $8K SOLD
193 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 100 $8K SOLD
194 CHTR CHARTER COMMUNICATIONS INC N Communication Services 35 $8K SOLD
195 ASTRAZENECA PLC 130 $8K SOLD
196 CSTM CONSTELLIUM SE Basic Materials 545 $8K SOLD
197 BRKR BRUKER CORP Healthcare 300 $8K SOLD
198 DXYZ DESTINY TECH100 INC 400 $8K SOLD
199 DBX DROPBOX INC Technology 300 $8K SOLD
200 RBLX ROBLOX CORP Technology 64 $8K SOLD
Page 10 of 19  ·  363 positions
Sector Allocation
Technology 35.7%
Consumer Cyclical 13.9%
Financial Services 13.2%
Communication Services 10.5%
Healthcare 8.2%
Industrials 6.9%
Basic Materials 5.4%
Consumer Defensive 3.6%
Real Estate 1.2%
Utilities 1.1%