Edmond De Rothschild Holding S.a.
Annual return '25
-6.4%
SPY '25
+17.7%
Alpha
-24.1ptsvs SPY
Invested
$6.9B
Holdings
540
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 76%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q1 2026: New position (1.0k shares)
4.1%
02
$AKAM
AKAMAI TECHNOLOGIES INC
Q4 2025: Exited (was 192 shares)
4.0%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 845.0k shares)
3.3%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +2.6% (5.2k → 5.3k shares)
3.2%
05
$BAC
BANK AMERICA CORP
Q4 2025: Exited (was 314.7k shares)
3.0%
06
$TTE
TOTALENERGIES SE
Held since at least Q1 2024
3.0%
07
$VEEV
VEEVA SYS INC
Q4 2025: Exited (was 98 shares)
2.8%
08
$SLB
SLB LIMITED
Q4 2025: Exited (was 15.40M shares)
2.7%
09
$MTCH
MATCH GROUP INC
Q4 2025: Exited (was 4.85M shares)
2.2%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +17.0% (2.9k → 3.3k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:59 UTC.