Arkolith/Funds/Baader Bank Aktiengesellschaft

Baader Bank Aktiengesellschaft

CIK 1542629Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Baader Bank Aktiengesellschaft holds a diversified book of 391 stocks worth $1.2B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Generac Holdings Inc and trimmed Meta Platforms Inc-Class A. Their largest long position is Alphabet Inc-CL A at 9% of the equity book. They also disclosed $55.9M in put options (a bearish bet) and $48.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Baader Bank Aktiengesellschaft's latest
holdings, largest changes, and filing provenance.
Opened
626
new positions
Added to
112
existing
Trimmed
145
reduced
Sold out
100
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.9%
+14.1%/yr · since Oct '24
Their reported book
+17.3%
held from quarter-end
S&P 500
+29.3%
same window
$8K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Baader Bank Aktiengesellschaft (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 8.6 points over this window.

Growth of $10,000 cloning Baader Bank Aktiengesellschaft's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
37%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
48%
Consumer Discretionary
11%
Industrials
11%
Financials
9%
Health Care
8%
Materials
6%
Energy
3%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Baader Bank Aktiengesellschaft

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.4T
JPMORGAN CHASE & CO80 / 80$529.3B
MORGAN STANLEY80 / 80$518.9B
BANK OF AMERICA CORP /DE/80 / 80$311.2B
NORTHERN TRUST CORP80 / 80$309.8B
GOLDMAN SACHS GROUP INC80 / 80$246.7B
Bank of New York Mellon Corp80 / 80$212.3B
Legal & General Group Plc80 / 80$200.6B

Ranked by how many of Baader Bank Aktiengesellschaft's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

391 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$111.5M312.0K
9.1%
+9.5%
Added · +27K sh
2Amazon Com Inc
COM
$86.9M364.5K
7.1%
+7.0%
Added · +24K sh
3Microsoft Corp
COM
$63.0M168.9K
5.1%
+0.5%
Added · +863 sh
4Linde PLC
SHS
$46.2M88.9K
3.8%
+2.4%
Added · +2K sh
5Meta Platforms Inc
CL A
$35.6M63.1K
2.9%
−7.5%
Reduced · −5K sh
6Apple Inc
COM
$28.6M98.9K
2.3%
+9.7%
Added · +9K sh
7Nvidia Corporation
COM
$28.5M142.4K
2.3%
+16%
Added · +19K sh
8Sunbelt Rentals Holdings Inc
SHS
$18.7M255.8K
1.5%
−21%
Reduced · −70K sh
9Berkshire Hathaway Inc Del
CL A
$16.5M22
1.3%
−4.3%
Reduced · −1 sh
10UBS Group AG
SHS
$15.9M321.8K
1.3%
Held
11Totalenergies SE
ACT
$15.0M193.4K
1.2%
−32%
Reduced · −90K sh
12Advanced Micro Devices Inc
COM
$14.8M25.5K
1.2%
−48%
Reduced · −24K sh
13Broadcom Inc
COM
$13.1M34.7K
1.1%
+45%
Added · +11K sh
14Amphenol Corp
CL A
$12.9M73.4K
1.1%
+702%
Added · +64K sh
15Taiwan Semiconductor Manufac
SPONSORED ADS
$12.7M26.5K
1.0%
+72%
Added · +11K sh
16Oracle Corp
COM
$12.5M85.0K
1.0%
+3.6%
Added · +3K sh
17Salesforce Inc
COM
$12.2M77.7K
1.0%
+4.2%
Added · +3K sh
18Adobe Inc
COM
$12.0M58.7K
1.0%
−35%
Reduced · −32K sh
19Ulta Beauty Inc
COM
$11.7M26.0K
1.0%
−7.0%
Reduced · −2K sh
20Teradyne Inc
COM
$11.2M23.2K
0.9%
+9.2%
Added · +2K sh
21Biontech SE
SPONSORED ADS
$11.1M119.4K
0.9%
−12%
Reduced · −17K sh
22Ferguson Enterprises Inc
COMMON STOCK NEW
$11.0M46.3K
0.9%
−3.6%
Reduced · −2K sh
23Eli Lilly & Co
COM
$10.7M8.9K
0.9%
+251%
Added · +6K sh
24Kla Corp
COM NEW
$10.4M34.5K
0.8%
39×
Added · +34K sh
25Exxon Mobil Corp
COM
$10.0M73.2K
0.8%
−14%
Reduced · −12K sh
26Johnson & Johnson
COM
$9.8M38.4K
0.8%
+12%
Added · +4K sh
27JPMorgan Chase & Co
COM
$9.7M29.6K
0.8%
−3.5%
Reduced · −1K sh
28Walmart Inc
COM
$9.6M84.6K
0.8%
+15%
Added · +11K sh
29Caterpillar Inc
COM
$9.4M8.9K
0.8%
−24%
Reduced · −3K sh
30Micron Technology Inc
COM
$9.2M8.0K
0.8%
−49%
Reduced · −8K sh
31Airbnb Inc
COM CL A
$9.2M64.5K
0.8%
−0.2%
Reduced · −121 sh
32Alphabet Inc
CAP STK CL C
$8.9M25.1K
0.7%
+56%
Added · +9K sh
33Paycom Software Inc
COM
$8.7M69.5K
0.7%
Held
34Arm Holdings PLC
SPONSORED ADS
$8.6M24.4K
0.7%
12×
Added · +22K sh
35Arista Networks Inc
COM SHS
$8.6M50.7K
0.7%
+74%
Added · +22K sh
36Mastercard Incorporated
CL A
$8.5M16.6K
0.7%
+13%
Added · +2K sh
37Applied Matls Inc
COM
$8.4M11.6K
0.7%
−38%
Reduced · −7K sh
38Lam Research Corp
COM NEW
$8.3M19.1K
0.7%
+15%
Added · +3K sh
39Eaton Corp PLC
SHS
$7.9M18.4K
0.6%
12×
Added · +17K sh
40Deere & Co
COM
$7.6M12.0K
0.6%
+24%
Added · +2K sh
41Thermo Fisher Scientific Inc
COM
$7.5M14.9K
0.6%
−6.9%
Reduced · −1K sh
42Qualcomm Inc
COM
$7.0M37.7K
0.6%
−8.6%
Reduced · −4K sh
43Deutsche BK AG
NAMEN AKT
$6.9M203.0K
0.6%
−17%
Reduced · −42K sh
44Booking Holdings Inc
COM
$6.8M38.0K
0.6%
27×
Added · +37K sh
45Visa Inc
COM CL A
$6.6M19.1K
0.5%
−16%
Reduced · −4K sh
46Cadence Design System Inc
COM
$6.3M16.8K
0.5%
+6.8%
Added · +1K sh
47Texas Instrs Inc
COM
$6.3M21.1K
0.5%
−42%
Reduced · −15K sh
48Biogen Inc
COM
$6.2M28.6K
0.5%
−7.2%
Reduced · −2K sh
49Vertiv Holdings Co
COM CL A
$6.1M18.4K
0.5%
+772%
Added · +16K sh
50Corning Inc
COM
$6.0M23.7K
0.5%
+180%
Added · +15K sh
Showing 50 of 391 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$55.9M
Call notional (bullish)$48.4M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSUPER MICRO COMPUTER INCSMCI$18.6M635K
CALL · bullishORACLE CORPORCL$14.7M100K
CALL · bullishSNOWFLAKE INCSNOW$7.6M30K
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$7.0M60K
PUT · bearishAMAZON.COM INCAMZN$4.8M20K
PUT · bearishMICROSOFT CORPMSFT$4.7M13K
PUT · bearishADVANCED MICRO DEVICESAMD$4.4M8K
PUT · bearishDIAMONDBACK ENERGY INCFANG$4.2M24K
PUT · bearishAPPLE INCAAPL$4.2M15K
PUT · bearishSALESFORCE INCCRM$4.0M26K
PUT · bearishALPHABET INC-CL AGOOGL$4.0M11K
PUT · bearishSYNOPSYS INCSNPS$3.7M8K
PUT · bearishTERADYNE INCTER$3.6M8K
PUT · bearishNVIDIA CORPNVDA$3.5M18K
PUT · bearishSERVICENOW INCNOW$3.2M33K
PUT · bearishVERTIV HOLDINGS CO-AVRT$2.7M8K
PUT · bearishTEXAS INSTRUMENTS INCTXN$2.2M7K
PUT · bearishANALOG DEVICES INCADI$2.1M5K
PUT · bearishBOOKING HOLDINGS INCBKNG$1.4M8K
PUT · bearishARISTA NETWORKS INCANET$1.1M6K
PUT · bearishBIOGEN INCBIIB$907K4K
PUT · bearishINTEL CORPINTC$559K4K
PUT · bearishGENERAC HOLDINGS INCGNRC$498K2K
CALL · bullishSNAP INC - ASNAP$445K100K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026415$1.3B13F-HR
Q1 2026Mar 31, 2026May 8, 2026417$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026436$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025484$1.5B13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025439$1.4B13F-HR
Q1 2025Mar 31, 2025May 8, 2025421$1.3B13F-HR
Q4 2024Dec 31, 2024Jan 23, 2025382$1.5B13F-HR
Q3 2024Sep 30, 2024Oct 29, 2024439$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.