StockDriftsStockDriftsTop 50 Abeille Asset Management Sa Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 6.36% | 397.3K | $179.3M | -40.76%(-273.31K) | — | 2022-12-31 | |
| EL | LAUDER ESTEE COS INC | 4.42% | 35.0K | $124.7M | new | — | 2022-12-31 | |
| AAPL | APPLE INC | 4.17% | 904.4K | $117.5M | -27.12%(-336.60K) | — | 2022-12-31 | |
| GOOGL | ALPHABET INC | 3.49% | 1.11M | $98.4M | +27.71%(+241.94K) | — | 2022-12-31 | |
| AMZN | AMAZON COM INC | 3.02% | 1.01M | $85.1M | +104.60%(+517.71K) | — | 2022-12-31 | |
| SPG | SIMON PPTY GROUP INC NEW | 2.53% | 5.1K | $71.5M | -12.65%(-740) | — | 2022-12-31 | |
| UBS | UBS GROUP AG | 1.98% | 439.7K | $55.8M | +0.00%(+0) | — | 2022-12-31 | |
| MLM | MARTIN MARIETTA MATLS INC | 1.95% | 71.0K | $55.0M | -0.49%(-346) | — | 2022-12-31 | |
| JPM | JPMORGAN CHASE & CO | 1.95% | 367.4K | $55.0M | -19.34%(-88.07K) | — | 2022-12-31 | |
| PANW | PALO ALTO NETWORKS INC | 1.93% | 133.6K | $54.4M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Abeille Asset Management Sa reports $2.82B in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are MRK (6.4%), EL (4.4%) and AAPL (4.2%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abeille Asset Management Sa’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1145937). View Abeille Asset Management Sa’s 13F filings on SEC