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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $7.7B AUM 724 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New 343 Added 178 Reduced 25 Exited
Page 32 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TU TELUS CORPORATION Communication Services 11,715.0 $150K 0.00% NEW $12.81 -9.9%
622 REPLIGEN CORP 150,000.0 $147K 0.00% NEW $0.98
623 TIGR UP FINTECH HLDG LTD Financial Services 22,792.0 $144K 0.00% +8K +52.0% $6.30 -25.2%
624 SNOWFLAKE INC 100,000.0 $123K 0.00% NEW $1.23
625 SNOWFLAKE INC 100,000.0 $118K 0.00% NEW $1.18
626 NIO INC 100,000.0 $104K 0.00% NEW $1.04
627 NIO INC 100,000.0 $102K 0.00% NEW $1.02
628 GLOBAL PMTS INC 100,000.0 $88K 0.00% NEW $0.88
629 SNAP SNAP INC Communication Services 15,020.0 $69K 0.00% -35K -70.2% $4.60 +1.1%
Page 32 of 32  ·  629 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 34.9%
Financial Services 12.5%
Consumer Cyclical 11.4%
Healthcare 10.2%
Industrials 9.9%
Communication Services 7.5%
Consumer Defensive 3.9%
Basic Materials 3.1%
Real Estate 2.4%
Energy 2.2%