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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 7 of 19  ·  363 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 IONQ IONQ INC Technology 952 $52K 0.00% SOLD
122 NOC NORTHROP GRUMMAN CORP Industrials 95 $48K 0.00% SOLD
123 DOCU DOCUSIGN INC Technology 620 $43K 0.00% SOLD
124 UPST UPSTART HLDGS INC Financial Services 850 $38K 0.00% SOLD
125 OXY OCCIDENTAL PETE CORP Energy 930 $38K 0.00% SOLD
126 CE CELANESE CORP DEL Basic Materials 1,075 $37K 0.00% SOLD
127 BITO PROSHARES TR 2,085 $35K SOLD
128 PSN PARSONS CORP DEL Industrials 500 $35K SOLD
129 ARCC ARES CAPITAL CORP Financial Services 1,961 $34K SOLD
130 ALAB ASTERA LABS INC Technology 200 $34K SOLD
131 NIO NIO INC Consumer Cyclical 5,213 $32K SOLD
132 DIA SPDR DOW JONES INDL AVERAGE Financial Services 68 $31K SOLD
133 CELULARITY INC 17,000 $31K SOLD
134 LI LI AUTO INC Consumer Cyclical 1,440 $31K SOLD
135 AXON AXON ENTERPRISE INC Industrials 50 $30K SOLD
136 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,500 $30K SOLD
137 HOOD ROBINHOOD MKTS INC Financial Services 259 $30K SOLD
138 VZ VERIZON COMMUNICATIONS INC Communication Services 803 $30K SOLD
139 CRTO CRITEO S A Communication Services 1,300 $29K SOLD
140 LMND LEMONADE INC Financial Services 600 $28K SOLD
Page 7 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%