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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 16 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 DPZ DOMINOS PIZZA INC Consumer Cyclical 6 $2K SOLD
302 GTLB GITLAB INC Technology 55 $2K SOLD
303 IMMUNITYBIO INC 1,000 $2K SOLD
304 KHC KRAFT HEINZ CO Consumer Defensive 100 $2K SOLD
305 SBUX STARBUCKS CORP Consumer Cyclical 30 $2K SOLD
306 VTRS VIATRIS INC Healthcare 262 $2K SOLD
307 LCID LUCID GROUP INC Consumer Cyclical 103 $2K SOLD
308 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 100 $2K SOLD
309 SLI STANDARD LITHIUM LTD Basic Materials 1,000 $2K SOLD
310 VUG VANGUARD INDEX FDS 5 $2K SOLD
311 SMMT SUMMIT THERAPEUTICS INC Healthcare 110 $2K SOLD
312 ZEVRA THERAPEUTICS INC 242 $2K SOLD
313 EQT EQT CORP Energy 40 $2K SOLD
314 OPTU ALTICE USA INC Communication Services 873 $2K SOLD
315 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 572 $2K SOLD
316 CHWY CHEWY INC Consumer Cyclical 50 $2K SOLD
317 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 240 $2K SOLD
318 SH PROSHARES TR 50 $2K SOLD
319 CSAN COSAN S A Energy 388 $2K SOLD
320 FOUR SHIFT4 PMTS INC Technology 22 $1K SOLD
Page 16 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%