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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 11 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 DNLI DENALI THERAPEUTICS INC Healthcare 620 $8K SOLD
202 MIR MIRION TECHNOLOGIES INC Industrials 400 $8K SOLD
203 RIO RIO TINTO PLC Basic Materials 100 $8K SOLD
204 IOT SAMSARA INC Technology 235 $7K SOLD
205 DT DYNATRACE INC Technology 174 $7K SOLD
206 MDB MONGODB INC Technology 27 $7K SOLD
207 MAIN MAIN STR CAP CORP Financial Services 133 $7K SOLD
208 NVO NOVO-NORDISK A S Healthcare 949 $7K SOLD
209 GLDG GOLDMINING INC Basic Materials 9,270 $7K SOLD
210 ZM ZOOM COMMUNICATIONS INC Technology 95 $7K SOLD
211 LUV SOUTHWEST AIRLS CO Industrials 240 $7K SOLD
212 COTY COTY INC Consumer Defensive 1,950 $7K SOLD
213 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 200 $6K SOLD
214 EE EXCELERATE ENERGY INC Utilities 300 $6K SOLD
215 MPC MARATHON PETE CORP Energy 37 $6K SOLD
216 MAR MARRIOTT INTL INC NEW Consumer Cyclical 27 $6K SOLD
217 CPRT COPART INC Industrials 160 $6K SOLD
218 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 465 $6K SOLD
219 SANDSTORM GOLD LTD 800 $6K SOLD
220 RBRK RUBRIK INC. Technology 85 $6K SOLD
Page 11 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%