BLI - Banque de Luxembourg Investments
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$3.3B
Holdings
177
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.8% (14.8k → 15.4k shares)
6.5%
02
$GOOGL
ALPHABET INC
Held since at least Q1 2024
5.4%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 18.8% (19.2k → 15.6k shares)
3.2%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +1.0% (23.6k → 23.8k shares)
3.2%
05
$AAPL
APPLE INC
Q1 2026: Sold 13.5% (39.9k → 34.5k shares)
2.7%
06
$UNP
UNION PAC CORP
Held since at least Q1 2024
2.6%
07
$CNR
CANADIAN NATL RY CO
Held since at least Q1 2024
2.5%
08
$V
VISA INC
Held since at least Q1 2024
2.4%
09
$MA
MASTERCARD INCORPORATED
Held since at least Q1 2024
2.3%
10
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Held since at least Q1 2024
2.2%
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 16:03 UTC.