StockDriftsStockDriftsTop 50 Banque Transatlantique SA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.74% | 2.67M | $500.2M | +2.96%(+76.59K) | $129.44(+70.32%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 10.11% | 1.07M | $470.9M | +2.64%(+27.64K) | $424.63(+18.40%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.94% | 1.61M | $369.5M | +1.37%(+21.82K) | $203.35(+35.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.28% | 1.06M | $292.5M | +3.19%(+32.80K) | $234.45(+30.81%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.53% | 814.1K | $257.7M | +6.85%(+52.22K) | $187.13(+87.29%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.67% | 656.0K | $217.5M | +2.04%(+13.14K) | $181.92(+93.19%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.96% | 211.1K | $184.5M | +5.91%(+11.78K) | $906.02(+5.18%) | 2026-06-30 | |
| V | VISA INC | 3.53% | 480.9K | $164.6M | -0.24%(-1.17K) | $298.82(+20.95%) | 2026-06-30 | |
| WMT | WALMART INC | 3.02% | 1.28M | $140.6M | +5.00%(+60.97K) | $87.31(+29.59%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.32% | 293.9K | $107.9M | -17.45%(-62.13K) | $290.78(+45.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.34% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.35% |
Banque Transatlantique SA reports $4.66B in US-listed equity holdings across 494 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.7%), MSFT (10.1%) and AMZN (7.9%). The top 20 holdings account for 72.49% of reported assets. Its disclosed equity book has returned +20.34% cumulatively over 6 quarters. Figures reflect the Q2 2026 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 Banque Transatlantique SA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056095). View Banque Transatlantique SA’s 13F filings on SEC