Arkolith/Funds/Leonteq Securities AG

Leonteq Securities AG

CIK 1535950
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·13F-HR
Inactive

Leonteq Securities AG holds a diversified book of 1192 stocks worth $1.7B as of Q1 2026 (disclosed Apr 27, 2026, a ~27-day 13F lag). This quarter they opened Servicenow Inc and trimmed Meta Platforms Inc-Class A. Their largest long position is Meta Platforms Inc-Class A at 5% of the equity book. They also disclosed $556.9M in put options (a bearish bet) and $493.1M in call options (bullish), shown separately below and excluded from the equity book.

Opened
90
bought for the first time
Added to
480
already held, bought more
Trimmed
484
sold some, still holds it
Sold out
196
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
32%
Top 20 holdings
45%

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
47%
Industrials
10%
Financials
10%
Consumer Discretionary
9%
Health Care
7%
Materials
7%
Consumer Staples
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 Leonteq Securities AG

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.1T
STATE STREET CORP80 / 80$1.4T
FMR LLC80 / 80$767.5B
MORGAN STANLEY80 / 80$447.6B
JPMORGAN CHASE & CO80 / 80$430.6B
NORTHERN TRUST CORP80 / 80$270.3B
BANK OF AMERICA CORP /DE/80 / 80$249.0B
GOLDMAN SACHS GROUP INC80 / 80$217.9B

Ranked by the share of each fund's own book sitting in the names it shares with Leonteq Securities AG: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

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

1,192 positions
#SecurityValueShares% PortLast moveHistory
1Meta Platforms Inc
CL A
$80.3M140.4K
4.9%
−26%
Reduced · −49K sh
2Amazon Com Inc
COM
$62.0M297.6K
3.7%
−40%
Reduced · −200K sh
3Nvidia Corporation
COM
$59.8M342.6K
3.6%
−5.3%
Reduced · −19K sh
4Microsoft Corp
COM
$53.4M144.3K
3.2%
+197%
Added · +96K sh
5Advanced Micro Devices Inc
COM
$50.2M246.7K
3.0%
+8.3%
Added · +19K sh
6Apple Inc
COM
$50.1M197.4K
3.0%
−26%
Reduced · −69K sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$48.3M143.0K
2.9%
+37%
Added · +39K sh
8Micron Technology Inc
COM
$45.3M134.2K
2.7%
−14%
Reduced · −22K sh
9Alphabet Inc Cap STK
CL A
$43.9M152.6K
2.7%
−66%
Reduced · −300K sh
10Alibaba Group Hldg Ltd
SPONSORED ADS
$37.7M300.4K
2.3%
+87%
Added · +140K sh
11Broadcom Inc
COM
$37.4M120.7K
2.3%
−14%
Reduced · −20K sh
12Oracle Corp
COM
$25.9M176.2K
1.6%
+351%
Added · +137K sh
13Coinbase Global Inc Com
CL A
$21.6M123.6K
1.3%
+44%
Added · +38K sh
14Adobe Inc
COM
$20.6M84.9K
1.2%
+81%
Added · +38K sh
15Intel Corp
COM
$20.3M459.5K
1.2%
+108%
Added · +238K sh
16Unitedhealth Group Inc
COM
$19.2M71.0K
1.2%
+48%
Added · +23K sh
17Tesla Inc
COM
$17.5M47.1K
1.1%
−15%
Reduced · −8K sh
18Freeport McMoran Inc
CL B
$16.3M277.4K
1.0%
+38%
Added · +77K sh
19Moderna Inc
COM
$15.4M302.4K
0.9%
−9.9%
Reduced · −33K sh
20Bloom Energy Corp Com
CL A
$15.1M111.7K
0.9%
+396%
Added · +89K sh
21General MTRS Co
COM
$15.0M201.7K
0.9%
−7.6%
Reduced · −17K sh
22Merck & Co Inc
COM
$14.5M120.6K
0.9%
−13%
Reduced · −18K sh
23Citigroup Inc
COM NEW
$14.4M127.1K
0.9%
−57%
Reduced · −166K sh
24Servicenow Inc
COM
$14.1M134.8K
0.9%
New
New position
25KKR & Co Inc
COM
$13.2M142.7K
0.8%
+353%
Added · +111K sh
26Coreweave Inc Com
CL A
$13.1M169.6K
0.8%
+267%
Added · +123K sh
27McCormick & Co Inc
COM NON VTG
$12.8M252.8K
0.8%
18×
Added · +239K sh
28Strategy Inc
CL A NEW
$12.4M99.0K
0.7%
+63%
Added · +38K sh
29Netflix Inc.
COM
$12.1M125.8K
0.7%
+4.0%
Added · +5K sh
30SLB Limited
COM STK
$11.4M222.1K
0.7%
+116%
Added · +119K sh
31Palantir Technologies Inc
CL A
$11.2M76.5K
0.7%
+16%
Added · +11K sh
32Newmont Corp
COM
$10.7M99.2K
0.6%
+9.8%
Added · +9K sh
33Barrick MNG Corp Com
SHS
$10.3M248.5K
0.6%
−4.6%
Reduced · −12K sh
34PDD Holdings Inc
SPONSORED ADS
$10.1M99.1K
0.6%
+71%
Added · +41K sh
35Kraft Heinz Co
COM
$10.0M442.6K
0.6%
+91%
Added · +211K sh
36Pan Amern Silver Corp
COM
$9.8M175.5K
0.6%
+385%
Added · +139K sh
37Lauder Estee Cos Inc
CL A
$9.7M135.7K
0.6%
+65%
Added · +53K sh
38Snowflake Inc Com
SHS
$9.7M64.0K
0.6%
+279%
Added · +47K sh
39Crowdstrike Hldgs Inc
CL A
$9.7M24.7K
0.6%
+20%
Added · +4K sh
40Boeing Co
COM
$9.2M46.5K
0.6%
+245%
Added · +33K sh
41Bank America Corp
COM
$8.9M182.0K
0.5%
−9.0%
Reduced · −18K sh
42PayPal Hldgs Inc
COM
$8.7M192.9K
0.5%
+196%
Added · +128K sh
43Ge Aerospace
COM NEW
$7.7M27.1K
0.5%
+178%
Added · +17K sh
44Mercadolibre Inc
COM
$7.4M4.3K
0.4%
+269%
Added · +3K sh
45Sea Ltd
SPONSORD ADS
$7.3M88.4K
0.4%
+224%
Added · +61K sh
46Albemarle Corp
COM
$7.1M39.6K
0.4%
+8.4%
Added · +3K sh
47Qualcomm Inc
COM
$7.1M55.1K
0.4%
+68%
Added · +22K sh
48American Airlines Group Inc
COM
$7.0M652.3K
0.4%
+21%
Added · +111K sh
49Super Micro Computer Inc
COM NEW
$6.9M302.3K
0.4%
+28%
Added · +67K sh
50Bristol-Myers Squibb Co
COM
$6.8M112.7K
0.4%
+85%
Added · +52K sh
Showing 50 of 1,192 positions
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Largest options & derivatives disclosed

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

Put notional (bearish)$556.9M
Call notional (bullish)$493.1M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$230.7M2.9M
CALL · bullishISHR IBX USD HIYLD CB ETF-UIHYG$198.9M2.5M
CALL · bullishMICROSOFT CORPMSFT$47.2M128K
PUT · bearishMICROSOFT CORPMSFT$44.4M120K
PUT · bearishTAIWAN SEMICONDUCTOR-SP ADRTSM$43.9M130K
CALL · bullishALPHABET INC-CL AGOOGL$32.8M114K
PUT · bearishISHARES 20+ YEAR TREASURY BDTLT$32.4M373K
PUT · bearishNVIDIA CORPNVDA$30.2M173K
CALL · bullishAPPLE INCAAPL$26.9M106K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$19.6M34K
CALL · bullishAMAZON.COM INCAMZN$19.1M92K
CALL · bullishNVIDIA CORPNVDA$18.6M107K
CALL · bullishTAIWAN SEMICONDUCTOR-SP ADRTSM$16.9M50K
PUT · bearishMICRON TECHNOLOGY INCMU$16.9M50K
CALL · bullishWALT DISNEY CO/THEDIS$14.5M150K
CALL · bullishNETFLIX INCNFLX$13.3M138K
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$12.6M100K
CALL · bullishMERCADOLIBRE INCMELI$12.1M7K
PUT · bearishCITIGROUP INCC$11.3M100K
PUT · bearishPFIZER INCPFE$11.2M400K
PUT · bearishNOVO-NORDISK A/S-SPONS ADRNVO$11.0M300K
PUT · bearishBROADCOM INCAVGO$9.3M30K
PUT · bearishSTARBUCKS CORPSBUX$9.0M100K
PUT · bearishINTEL CORPINTC$8.5M193K
PUT · bearishSLB LTDSLB$8.2M161K

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. Showing the largest 25 of 85 option legs.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 27, 20261,305$2.7B13F-HR
Q4 2025Dec 31, 2025Feb 6, 20261,469$3.3B13F-HR
Q3 2025Sep 30, 2025Feb 17, 20261,346$3.3B13F-HR
Q2 2025Jun 30, 2025Feb 17, 20261,294$2.6B13F-HR
Q1 2025Mar 31, 2025Feb 23, 20261,258$1.8B13F-HR
Q4 2024Dec 31, 2024Feb 23, 20261,281$1.5B13F-HR
Q3 2024Sep 30, 2024Mar 4, 20261,221$1.3B13F-HR
Q2 2024Jun 30, 2024Mar 4, 20261,221$1.4B13F-HR
Q1 2024Mar 31, 2024Mar 11, 20261,223$1.3B13F-HR
Q4 2023Dec 31, 2023Mar 11, 20261,217$1.8B13F-HR
Q3 2023Sep 30, 2023Mar 11, 20261,218$1.8B13F-HR
Q2 2023Jun 30, 2023Mar 11, 20261,251$1.9B13F-HR
Q1 2023Mar 31, 2023Mar 11, 20261,227$2.2B13F-HR
Q4 2022Dec 31, 2022Mar 26, 20261,315$2.7B13F-HR
Q3 2022Sep 30, 2022Mar 26, 20261,303$2.6B13F-HR
Q2 2022Jun 30, 2022Mar 26, 20261,300$2.7B13F-HR
Q1 2022Mar 31, 2022Mar 26, 20261,262$2.8B13F-HR
Q4 2021Dec 31, 2021Mar 26, 20261,276$2.8B13F-HR
Q3 2021Sep 30, 2021Mar 26, 20261,147$2.3B13F-HR
Q2 2021Jun 30, 2021Mar 26, 20261,080$1.7B13F-HR
Q1 2021Mar 31, 2021Mar 26, 2026995$1.7B13F-HR
Q4 2020Dec 31, 2020Mar 26, 2026988$1.9B13F-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.