Arkolith/Funds/Edmond De Rothschild Holding S.A.

Edmond De Rothschild Holding S.A.

CIK 1649647
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Edmond De Rothschild Holding S.A. holds a diversified book of 603 stocks worth $7.6B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Wise Group PLC and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 4% of the equity book. They also disclosed $471K in put options (a bearish bet) and $5K in call options (bullish), shown separately below and excluded from the equity book.

Opened
167
bought for the first time
  • Wise Group PLC
  • Honeywell Intl Inc
  • Rayonier Inc
  • +164 more · largest first
Added to
221
already held, bought more
Trimmed
129
sold some, still holds it
Sold out
61
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
29%
Top 20 holdings
44%

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

Direct sector allocation

93% mapped to company sectors

Information Technology
36%
Health Care
15%
Financials
10%
Industrials
7%
Consumer Discretionary
7%
ETF / fund or unclassified
7%
Energy
6%
Materials
5%

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 Edmond De Rothschild Holding S.A.

Manager / fundShared namesTheir $ in those
Arax Advisory Partners80 / 80$3.1B
Integrated Wealth Concepts LLC80 / 80$2.6B
Clearstead Advisors, LLC80 / 80$1.8B
Global Retirement Partners, LLC80 / 80$1.2B
BlackRock, Inc.79 / 80$2.1T
FMR LLC79 / 80$802.7B
MORGAN STANLEY79 / 80$524.0B
JPMORGAN CHASE & CO79 / 80$492.3B

Ranked by how many of Edmond De Rothschild Holding S.A.'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.

603 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$328.1M918.0K
4.3%
−6.7%
Reduced · −66K sh
2Nvidia Corporation
COM
$307.7M1.54M
4.1%
+18%
Added · +234K sh
3Amazon Com Inc
COM
$251.4M1.05M
3.3%
+49%
Added · +346K sh
4Microsoft Corp
COM
$239.6M642.2K
3.2%
+6.7%
Added · +40K sh
5Akamai Technologies Inc
COM
$222.0M1.88M
2.9%
−23%
Reduced · −548K sh
6Veeva Sys Inc
CL A COM
$208.9M1.18M
2.8%
+8.5%
Added · +92K sh
7Bank Of Amer Corp
COM
$176.2M3.09M
2.3%
+0.6%
Added · +18K sh
8Bruker Corp
COM
$169.9M2.82M
2.2%
−16%
Reduced · −534K sh
9Totalenergies SE
ACT
$169.7M2.19M
2.2%
−1.2%
Reduced · −27K sh
10SLB Limited
COM STK
$157.2M3.38M
2.1%
−7.5%
Reduced · −275K sh
11Match Group Inc New
COM
$154.8M4.07M
2.0%
−18%
Reduced · −881K sh
12Illumina Inc
COM
$129.8M738.2K
1.7%
−3.8%
Reduced · −29K sh
13Netapp Inc
COM
$128.2M828.2K
1.7%
−2.2%
Reduced · −18K sh
14CCC Intelligent Solutions HL
COM
$118.3M22.93M
1.6%
+23%
Added · +4.2M sh
15JPMorgan Chase & Co
COM
$112.5M343.6K
1.5%
+4.6%
Added · +15K sh
16Check Point Software Tech LT
ORD
$112.3M854.4K
1.5%
+14%
Added · +103K sh
17Invesco QQQ TR
UNIT SER 1
$107.5M145.9K
1.4%
−7.3%
Reduced · −12K sh
18Booz Allen Hamilton Hldg Cor
CL A
$89.5M1.48M
1.2%
+0.2%
Added · +3K sh
19NextEra Energy Inc
COM
$86.9M990.5K
1.1%
+38%
Added · +275K sh
20Apple Inc
COM
$85.8M296.6K
1.1%
+14%
Added · +37K sh
21Iqvia Hldgs Inc
COM
$79.5M411.6K
1.0%
+25%
Added · +82K sh
22Datadog Inc
CL A COM
$79.1M303.9K
1.0%
−16%
Reduced · −58K sh
23AstraZeneca PLC
ORD
$76.8M411.8K
1.0%
+2.5%
Added · +10K sh
24Home Depot Inc
COM
$71.1M201.5K
0.9%
+17%
Added · +29K sh
25Gitlab Inc
CLASS A COM
$65.0M2.13M
0.9%
+2.2%
Added · +45K sh
26Hubspot Inc
COM
$64.6M354.0K
0.9%
+0.3%
Added · +1K sh
27Eli Lilly & Co
COM
$63.4M52.9K
0.8%
+23%
Added · +10K sh
28Wells Fargo & Co
COM
$62.9M761.0K
0.8%
~0%
Reduced · −195 sh
29Workiva Inc
COM CL A
$61.5M1.27M
0.8%
+3.8%
Added · +47K sh
30Invesco Exch Traded FD TR II KBW
BK ETF
$61.1M656.7K
0.8%
+4.6%
Added · +29K sh
31Ishares TR
ISHARES SEMICDTR
$61.1M95.3K
0.8%
−47%
Reduced · −83K sh
32State STR SPDR S&P 500 ETF T
TR UNIT
$60.4M80.9K
0.8%
−2.0%
Reduced · −2K sh
33Verizon Communications Inc
COM
$60.3M1.42M
0.8%
+19%
Added · +228K sh
34Toast Inc
CL A
$58.8M2.11M
0.8%
+2.4%
Added · +50K sh
35Waste Mgmt Inc Del
COM
$54.1M243.0K
0.7%
+9.0%
Added · +20K sh
36Visa Inc
COM CL A
$53.1M154.9K
0.7%
+3.9%
Added · +6K sh
37Icici Bank Limited
ADR
$52.4M1.80M
0.7%
+17%
Added · +262K sh
38Baxter Intl Inc
COM
$52.0M2.44M
0.7%
−2.3%
Reduced · −56K sh
39Merck & Co Inc
COM
$51.3M399.6K
0.7%
+9.7%
Added · +35K sh
40Taiwan Semiconductor Manufac
SPONSORED ADS
$50.4M105.5K
0.7%
−3.8%
Reduced · −4K sh
41Alphabet Inc
CAP STK CL C
$50.1M141.9K
0.7%
−0.6%
Reduced · −926 sh
42Stellantis N.V
SHS
$49.8M8.78M
0.7%
+2.3%
Added · +196K sh
43Medtronic PLC
SHS
$49.7M635.4K
0.7%
+1.9%
Added · +12K sh
44Pinterest Inc
CL A
$47.9M2.28M
0.6%
−4.4%
Reduced · −106K sh
45Dentsply Sirona Inc
COM
$47.8M4.50M
0.6%
+7.8%
Added · +325K sh
46Procter & Gamble Co
COM
$47.3M322.7K
0.6%
+6.3%
Added · +19K sh
47Weyerhaeuser Co
COM NEW
$46.1M1.92M
0.6%
+4.1%
Added · +76K sh
48Linde PLC
SHS
$46.0M88.8K
0.6%
+40%
Added · +25K sh
49Deutsche BK AG
NAMEN AKT
$44.5M1.32M
0.6%
+1.1%
Added · +14K sh
50Newmont Corp
COM
$43.3M463.7K
0.6%
+12%
Added · +49K sh
Showing 50 of 603 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$471K
Call notional (bullish)$5K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$471K2K
CALL · bullishNEWMONT CORPNEM$5K8

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, 2026Aug 10, 20261,099$7.6B13F-HR
Q1 2026Mar 31, 2026May 13, 2026973$6.9B13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,012$7.0B13F-HR
Q3 2025Sep 30, 2025Nov 13, 20251,023$6.5B13F-HR
Q2 2025Jun 30, 2025Aug 12, 20251,024$6.3B13F-HR
Q1 2025Mar 31, 2025May 15, 20251,047$5.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 20251,070$5.8B13F-HR
Q3 2024Sep 30, 2024Nov 14, 20241,126$6.2B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20241,180$5.9B13F-HR
Q1 2024Mar 31, 2024May 8, 20241,202$6.0B13F-HR
Q4 2023Dec 31, 2023Feb 12, 20241,214$5.6B13F-HR
Q3 2023Sep 30, 2023Nov 13, 20231,240$5.0B13F-HR
Q2 2023Jun 30, 2023Aug 9, 20231,256$5.1B13F-HR
Q1 2023Mar 31, 2023May 11, 20231,292$4.4B13F-HR
Q4 2022Dec 31, 2022Feb 9, 20231,408$4.3B13F-HR
Q3 2022Sep 30, 2022Nov 9, 20221,447$3.8B13F-HR
Q2 2022Jun 30, 2022Aug 12, 20221,400$4.1B13F-HR
Q1 2022Mar 31, 2022May 10, 20221,385$4.6B13F-HR
Q4 2021Dec 31, 2021Feb 10, 20221,421$4.6B13F-HR
Q3 2021Sep 30, 2021Nov 12, 20211,415$4.3B13F-HR
Q2 2021Jun 30, 2021Aug 11, 20211,374$4.3B13F-HR
Q1 2021Mar 31, 2021May 17, 20211,263$3.6B13F-HR
Q4 2020Dec 31, 2020Feb 12, 20211,142$3.0B13F-HR
Q3 2020Sep 30, 2020Nov 12, 20201,067$2.5B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.