StockDriftsStockDriftsTop 50 Mirabaud & Cie SA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.78% | 196.5K | $39.3M | -11.80%(-26.29K) | $62.65(+251.89%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 11.28% | 79.6K | $28.1M | -2.77%(-2.27K) | $160.34(+118.59%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 11.25% | 75.2K | $28.0M | -5.69%(-4.53K) | $381.76(+31.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 9.25% | 79.6K | $23.0M | -21.93%(-22.37K) | $199.52(+53.70%) | 2026-06-30 | |
| IEI | ISHARES TR | 8.88% | 188.4K | $22.1M | -0.10%(-194) | $116.52(-0.04%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.7% | 12.3K | $14.2M | -6.82%(-900) | $85.53(+907.92%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.62% | 58.7K | $14.0M | -1.31%(-782) | $149.73(+83.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.59% | 18.1K | $6.5M | -45.44%(-15.06K) | $142.97(+145.83%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.36% | 10.4K | $5.9M | -33.14%(-5.18K) | $541.53(+10.20%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.1% | 9.0K | $5.2M | -10.90%(-1.10K) | $171.98(+170.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +58.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.97% |
Mirabaud & Cie SA reports $1.12M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (15.8%), GOOG (11.3%) and MSFT (11.3%). The top 20 holdings account for 88.97% of reported assets. Its disclosed equity book has returned +58.47% cumulatively over 10 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 Mirabaud & Cie SA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1869685). View Mirabaud & Cie SA’s 13F filings on SEC