Baader Bank Aktiengesellschaft — 13F Holdings & Portfolio

CIK 1542629 · latest 13F-HR filed 2026-07-23

Baader Bank Aktiengesellschaft manages $1.33B in 13F-reported U.S. long-equity assets across 415 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (8.39%), AMZN (6.54%), MSFT (4.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 111 new positions, exited 100, added to 149, and trimmed 88.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
WEIHENSTEPHANER STRASSE 4
UNTERSCHLEISSHEIM, 2M 85716
Phone
00498951501330
Filing Manager
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M
Signatory
Kathleen Engler
Manager Regulatory Reporting
Loading holdings…
AUM

$1.33B

Long-equity book

Holdings

415

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+111 / −100 / ↑149 / ↓88

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$29.5M +36.1%
  • AMAZON COM INC$16.0M +22.5%
  • AMPHENOL CORP$11.8M +1040.7%
  • KLA CORP$9.1M +715.5%
  • ARM HOLDINGS PLC$8.4M +4118.8%
Show all 149

Top Trims

  • TOTALENERGIES SE-$11.4M -43.2%
  • ADOBE INC-$9.9M -45.2%
  • NIKE INC-$5.3M -90.0%
  • ACCENTURE PLC IRELAND-$5.0M -87.5%
  • REGENERON PHARMACEUTICALS-$4.3M -82.4%
Show all 88

New Positions

  • GENERAC HLDGS INC$5.4M
  • MERCK & CO INC$5.2M
  • ONTO INNOVATION INC$4.1M
  • MARTIN MARIETTA MATLS INC$3.8M
  • COREWEAVE INC$3.6M
Show all 111

Exited Positions

  • COTERRA ENERGY INC$6.5M
  • COINBASE GLOBAL INC$2.4M
  • HONEYWELL INTL INC$2.4M
  • ALCOA CORP$2.4M
  • KINROSS GOLD CORP$2.2M
Show all 100
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $111.5M 8.39% 311,999 SH
2 AMAZON COM INC AMZN 023135106 $86.9M 6.54% 364,455 SH
3 MICROSOFT CORP MSFT 594918104 $63.0M 4.74% 168,950 SH
4 LINDE PLC LIN G54950103 $46.2M 3.47% 88,939 SH
5 META PLATFORMS INC META 30303M102 $35.6M 2.68% 63,143 SH
6 APPLE INC AAPL 037833100 $28.6M 2.15% 98,949 SH
7 NVIDIA CORPORATION NVDA 67066G104 $28.5M 2.14% 142,372 SH
8 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $18.7M 1.41% 255,814 SH
9 SUPER MICRO COMPUTER INC Call SMCI 86800U302 $18.6M 1.40% 635,000 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $16.5M 1.24% 22 SH
11 UBS GROUP AG UBS H42097107 $15.9M 1.20% 321,846 SH
12 TOTALENERGIES SE TTE F92124100 $15.0M 1.13% 193,374 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $14.8M 1.11% 25,463 SH
14 ORACLE CORP Call ORCL 68389X105 $14.7M 1.10% 100,000 SH
15 BROADCOM INC AVGO 11135F101 $13.1M 0.99% 34,710 SH
16 AMPHENOL CORP APH 032095101 $12.9M 0.97% 73,426 SH
17 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $12.7M 0.95% 26,543 SH
18 ORACLE CORP ORCL 68389X105 $12.5M 0.94% 85,019 SH
19 SALESFORCE INC CRM 79466L302 $12.2M 0.92% 77,744 SH
20 ADOBE INC ADBE 00724F101 $12.0M 0.91% 58,665 SH
21 ULTA BEAUTY INC ULTA 90384S303 $11.7M 0.88% 26,000 SH
22 TERADYNE INC TER 880770102 $11.2M 0.85% 23,230 SH
23 BIONTECH SE BNTX 09075V102 $11.1M 0.84% 119,411 SH
24 FERGUSON ENTERPRISES INC FERG 31488V107 $11.0M 0.83% 46,259 SH
25 ELI LILLY & CO LLY 532457108 $10.7M 0.81% 8,924 SH
26 KLA CORP KLAC 482480100 $10.4M 0.78% 34,470 SH
27 EXXON MOBIL CORP XOM 30231G102 $10.0M 0.75% 73,156 SH
28 JOHNSON & JOHNSON JNJ 478160104 $9.8M 0.73% 38,394 SH
29 JPMORGAN CHASE & CO JPM 46625H100 $9.7M 0.73% 29,584 SH
30 WALMART INC WMT 931142103 $9.6M 0.72% 84,629 SH
31 CATERPILLAR INC CAT 149123101 $9.4M 0.71% 8,859 SH
32 MICRON TECHNOLOGY INC MU 595112103 $9.2M 0.70% 8,007 SH
33 AIRBNB INC ABNB 009066101 $9.2M 0.69% 64,532 SH
34 ALPHABET INC GOOG 02079K107 $8.9M 0.67% 25,092 SH
35 PAYCOM SOFTWARE INC PAYC 70432V102 $8.7M 0.66% 69,500 SH
36 ARM HOLDINGS PLC ARM 042068205 $8.6M 0.65% 24,363 SH
37 ARISTA NETWORKS INC ANET 040413205 $8.6M 0.65% 50,748 SH
38 MASTERCARD INCORPORATED MA 57636Q104 $8.5M 0.64% 16,578 SH
39 APPLIED MATLS INC AMAT 038222105 $8.4M 0.63% 11,643 SH
40 LAM RESEARCH CORP LRCX 512807306 $8.3M 0.62% 19,087 SH
41 EATON CORP PLC ETN G29183103 $7.9M 0.59% 18,443 SH
42 SNOWFLAKE INC Call SNOW 833445109 $7.6M 0.57% 30,000 SH
43 DEERE & CO DE 244199105 $7.6M 0.57% 11,980 SH
44 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.5M 0.56% 14,860 SH
45 PALANTIR TECHNOLOGIES INC Call PLTR 69608A108 $7.0M 0.53% 60,000 SH
46 QUALCOMM INC QCOM 747525103 $7.0M 0.52% 37,661 SH
47 DEUTSCHE BK AG DB D18190898 $6.9M 0.52% 203,000 SH
48 BOOKING HOLDINGS INC BKNG 09857L108 $6.8M 0.51% 38,015 SH
49 VISA INC V 92826C839 $6.6M 0.49% 19,147 SH
50 CADENCE DESIGN SYSTEM INC CDNS 127387108 $6.3M 0.47% 16,777 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $1.33B 415 0001213900-26-080609
2026-03-31 2026-05-08 $1.28B 417 0001213900-26-053564
2025-12-31 2026-02-05 $1.45B 436 0001213900-26-012520