J. Safra Sarasin Holding AG Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$5.5B

Holdings

458

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (458 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
2,600,689$321.1B5867.14%
2
MSFTMICROSOFT CORP
697,338$311.5B5691.95%
3
GOOGLALPHABET INC
815,318$148.4B2711.45%
4
AMZNAMAZON COM INC
738,089$142.5B2604.06%
5
MRKMERCK & CO INC
868,930$107.5B1964.57%
6
IEMGISHARES INC
1,993,237$106.7B1949.43%
7
HDHOME DEPOT INC
281,126$96.7B1767.32%
8
VOOVANGUARD INDEX FDS
172,238$86.1B1573.85%
9
AMGNAMGEN INC
268,523$83.9B1532.58%
10
CMECME GROUP INC
404,540$79.5B1452.57%
11
AAPLAPPLE INC
371,173$78.0B1425.37%
12
EMREMERSON ELEC CO
699,940$77.1B1408.03%
13
AVGOBROADCOM INC
48,005$76.9B1405.06%
14
IBMINTERNATIONAL BUSINESS MACHS
436,002$75.4B1377.20%
15
TXNTEXAS INSTRS INC
379,264$73.7B1347.13%
16
PGPROCTER AND GAMBLE CO
442,090$72.9B1331.51%
17
LOGILOGITECH INTL S A
730,947$70.7B1291.78%
18
MCHPMICROCHIP TECHNOLOGY INC.
753,603$68.9B1259.33%
19
PCARPACCAR INC
651,678$67.0B1225.03%
20
CDNSCADENCE DESIGN SYSTEM INC
212,538$65.4B1195.03%
21
RYROYAL BK CDA
609,238$64.8B1183.67%
22
LLYELI LILLY & CO
70,919$64.1B1171.40%
23
PEPPEPSICO INC
369,675$60.9B1113.54%
24
DRIDARDEN RESTAURANTS INC
401,909$60.8B1110.48%
25
CLCOLGATE PALMOLIVE CO
621,481$60.3B1101.68%
26
UPSUNITED PARCEL SERVICE INC
432,020$59.1B1079.79%
27
ITWILLINOIS TOOL WKS INC
249,372$59.1B1078.97%
28
ECLECOLAB INC
246,286$58.6B1070.93%
29
GILDGILEAD SCIENCES INC
838,143$57.5B1050.29%
30
MSIMOTOROLA SOLUTIONS INC
143,346$55.3B1011.02%
31
RSGREPUBLIC SVCS INC
279,133$54.2B991.11%
32
MCDMCDONALDS CORP
208,454$53.1B970.03%
33
FERFERROVIAL SE
1,364,274$53.0B968.64%
34
TTEKTETRA TECH INC NEW
254,242$52.0B949.77%
35
AMATAPPLIED MATLS INC
215,137$50.8B927.54%
36
DEDEERE & CO
135,500$50.6B924.82%
37
TSMTAIWAN SEMICONDUCTOR MFG LTD
285,962$49.7B907.97%
38
MAMASTERCARD INCORPORATED
112,435$49.6B906.11%
39
OCOWENS CORNING NEW
276,236$48.0B876.72%
40
BKNGBOOKING HOLDINGS INC
12,060$47.8B873.32%
41
JNJJOHNSON & JOHNSON
324,204$47.4B865.49%
42
STNSTANTEC INC
527,581$44.1B805.35%
43
PTCPTC INC
233,369$42.4B774.60%
44
ANETEURARISTA NETWORKS INC
118,780$41.6B760.60%
45
GOOGALPHABET INC
221,347$40.6B741.77%
46
BMYBRISTOL-MYERS SQUIBB CO
857,672$35.6B650.55%
47
FLEXFLEX LTD
1,140,098$33.6B614.25%
48
COSTCOSTCO WHSL CORP NEW
38,753$32.9B601.67%
49
ADPAUTOMATIC DATA PROCESSING IN
132,967$31.7B579.65%
50
VRTXVERTEX PHARMACEUTICALS INC
67,620$31.7B579.08%
51
WMSADVANCED DRAIN SYS INC DEL
196,722$31.6B576.48%
52
DISDISNEY WALT CO
313,358$31.1B568.37%
53
RGAREINSURANCE GRP OF AMERICA I
151,418$31.1B567.85%
54
A4SAMERIPRISE FINL INC
71,412$30.5B557.34%
55
MCOMOODYS CORP
68,924$29.0B530.04%
56
ACGLARCH CAP GROUP LTD
284,697$28.7B524.76%
57
OTISOTIS WORLDWIDE CORP
295,396$28.4B519.52%
58
OXYOCCIDENTAL PETE CORP
440,681$27.8B507.44%
59
PNCPNC FINL SVCS GROUP INC
172,826$26.9B490.91%
60
CATCATERPILLAR INC
79,121$26.3B481.36%
61
NOWSERVICENOW INC
32,663$25.7B469.46%
62
HOLXHOLOGIC INC
342,307$25.4B464.35%
63
METAMETA PLATFORMS INC
50,454$25.4B463.51%
64
AMTAMERICAN TOWER CORP NEW
130,319$25.3B462.79%
65
ABTABBOTT LABS
237,969$24.7B451.75%
66
CARRCARRIER GLOBAL CORPORATION
389,706$24.6B449.11%
67
ZTSZOETIS INC
140,781$24.4B445.81%
68
XYLXYLEM INC
175,042$23.7B433.76%
69
SNPSSYNOPSYS INC
38,784$23.1B421.66%
70
PHMPULTE GROUP INC
206,606$22.7B415.60%
71
FERGFERGUSON PLC NEW
114,019$22.1B403.40%
72
UBSUBS GROUP AG
737,478$21.7B396.61%
73
BLKCHFBLACKROCK INC
26,866$21.2B386.66%
74
ADIANALOG DEVICES INC
91,564$20.9B381.86%
75
LOWLOWES COS INC
89,885$19.8B362.02%
76
WDAYWORKDAY INC
84,707$18.9B345.97%
77
EQNREQUINOR ASA
632,035$18.1B330.04%
78
TMOTHERMO FISHER SCIENTIFIC INC
31,349$17.3B316.74%
79
FTNTFORTINET INC
287,024$17.3B315.99%
80
ROPROPER TECHNOLOGIES INC
29,121$16.4B299.90%
81
PWIPOWER INTEGRATIONS INC
233,155$16.4B298.98%
82
CLHCLEAN HARBORS INC
70,165$15.9B289.91%
83
NSYNICE LTD
89,891$15.5B282.41%
84
RYNRAYONIER INC
527,281$15.3B280.24%
85
BIIBBIOGEN INC
65,758$15.2B278.50%
86
KOCOCA COLA CO
233,844$14.9B271.92%
87
IQVIQVIA HLDGS INC
69,544$14.7B268.66%
88
ONTOONTO INNOVATION INC
60,346$13.2B242.08%
89
PANWPALO ALTO NETWORKS INC
38,589$13.1B239.02%
90
ENQENTEGRIS INC
96,248$13.0B238.10%
91
AWCAMERICAN WTR WKS CO INC NEW
100,811$13.0B237.90%
92
ADBEADOBE INC
23,355$13.0B237.05%
93
COHRCOHERENT CORP
177,920$12.9B235.54%
94
UNHUNITEDHEALTH GROUP INC
24,976$12.6B230.69%
95
GPNGLOBAL PMTS INC
127,385$12.3B225.04%
96
ONON SEMICONDUCTOR CORP
175,661$12.0B220.01%
97
SPYSPDR S&P 500 ETF TR
21,733$11.8B216.09%
98
ADSKAUTODESK INC
47,006$11.6B212.52%
99
MUMICRON TECHNOLOGY INC
86,604$11.4B208.12%
100
ALCALCON AG
127,031$11.3B207.19%
Page 1 of 5Next