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Portfolio (Quarterly) Guide ↗

Altrafin AG

· CIK 0002110313
13F Portfolio $315M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q4 2021 · All 22 New 14 Added 10 Reduced 67 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDX FEDEX CORP Industrials 1,390.0 $402K 0.13% NEW $288.86 +10.3%
22 SNOW SNOWFLAKE INC Technology 1,640.0 $360K 0.11% NEW $219.36 +13.5%
Page 2 of 2  ·  22 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 36.4%
Financial Services 23.7%
Communication Services 18.8%
Consumer Cyclical 10.7%
Healthcare 7.3%
Industrials 1.5%
Energy 0.7%
Utilities 0.5%
Consumer Defensive 0.3%