Vontobel Holding Ltd. — 13F Holdings & Portfolio

CIK 1588340 · latest 13F-HR filed 2026-05-08

Vontobel Holding Ltd. manages $29.09B in 13F-reported U.S. long-equity assets across 3,011 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (1.72%), NVDA (1.31%), AMZN (1.31%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 131 new positions, exited 110, added to 461, and trimmed 399.

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.

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AUM

$29.09B

Long-equity book

Holdings

3,011

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+131 / −110 / ↑461 / ↓399

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CINTAS CORP$219.6M +1145.9%
  • NETFLIX INC.$201.5M +76.7%
  • KINDER MORGAN INC DEL$188.2M +13362.0%
  • ALLEGION PLC$153.3M +1473.7%
  • EMERSON ELEC CO$144.9M +636.6%
Show all 461

Top Trims

  • ALPHABET INC-$631.9M -59.0%
  • MICROSOFT CORP-$308.1M -20.7%
  • AMAZON COM INC-$293.0M -27.3%
  • BOOKING HOLDINGS INC-$235.0M -93.1%
  • ADOBE INC-$192.8M -75.7%
Show all 399

New Positions

  • TC ENERGY CORP$63.3M
  • ASTRAZENECA PLC$56.1M
  • ISHARES INC$21.2M
  • ISHARES U S ETF TR$7.8M
  • ATOUR LIFESTYLE HLDGS LTD$6.9M
Show all 131

Exited Positions

  • FLOOR & DECOR HLDGS INC$12.9M
  • CYBERARK SOFTWARE LTD$9.9M
  • ISHARES TR$6.5M
  • FTAI AVIATION LTD$3.4M
  • PROSHARES TR$2.5M
Show all 110
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 NVIDIA CORPORATION NVDA 67066G104 $499.4M 1.72% 2,863,493 SH
2 NVIDIA CORPORATION NVDA 67066G104 $380.5M 1.31% 2,181,827 SH
3 AMAZON COM INC AMZN 023135106 $380.3M 1.31% 1,826,233 SH
4 CME GROUP INC CME 12572Q105 $375.4M 1.29% 1,270,992 SH
5 MICROSOFT CORP MSFT 594918104 $374.9M 1.29% 1,012,752 SH
6 UBS GROUP AG UBS H42097107 $372.8M 1.28% 9,696,812 SH
7 WASTE MGMT INC DEL WM 94106L109 $372.7M 1.28% 1,621,904 SH
8 ALCON AG ALC H01301128 $356.5M 1.23% 4,809,164 SH
9 BOSTON SCIENTIFIC CORP BSX 101137107 $323.0M 1.11% 5,146,842 SH
10 COCA COLA CO KO 191216100 $311.3M 1.07% 4,093,416 SH
11 RB GLOBAL INC RBA 74935Q107 $301.3M 1.04% 3,143,273 SH
12 MICROSOFT CORP MSFT 594918104 $294.6M 1.01% 795,881 SH
13 MICROSOFT CORP MSFT 594918104 $279.1M 0.96% 753,941 SH
14 MASTERCARD INCORPORATED MA 57636Q104 $277.2M 0.95% 554,864 SH
15 INTUIT INTU 461202103 $248.8M 0.86% 575,352 SH
16 LOGITECH INTL S A LOGI H50430232 $247.5M 0.85% 2,734,700 SH
17 AUTOZONE INC AZO 053332102 $237.2M 0.82% 70,214 SH
18 NETFLIX INC. NFLX 64110L106 $236.7M 0.81% 2,462,115 SH
19 CASEYS GEN STORES INC CASY 147528103 $227.0M 0.78% 311,861 SH
20 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $224.6M 0.77% 1,428,303 SH
21 BROADCOM INC AVGO 11135F101 $223.8M 0.77% 723,221 SH
22 AON PLC AON G0403H108 $210.4M 0.72% 651,939 SH
23 APPLE INC AAPL 037833100 $209.9M 0.72% 827,210 SH
24 FERGUSON ENTERPRISES INC FERG 31488V107 $208.4M 0.72% 893,483 SH
25 THERMO FISHER SCIENTIFIC INC TMO 883556102 $194.6M 0.67% 395,959 SH
26 META PLATFORMS INC META 30303M102 $194.2M 0.67% 339,395 SH
27 CME GROUP INC CME 12572Q105 $193.6M 0.67% 655,484 SH
28 ALPHABET INC GOOGL 02079K305 $189.3M 0.65% 658,436 SH
29 ABBOTT LABORATORIES ABT 002824100 $187.6M 0.65% 1,827,674 SH
30 AMRIZE LTD AMRZ H2927K103 $180.0M 0.62% 3,304,951 SH
31 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $176.3M 0.61% 521,753 SH
32 WASTE MGMT INC DEL WM 94106L109 $174.6M 0.60% 760,015 SH
33 NETFLIX INC. NFLX 64110L106 $169.8M 0.58% 1,766,019 SH
34 META PLATFORMS INC META 30303M102 $166.6M 0.57% 291,182 SH
35 IRON MTN INC DEL IRM 46284V101 $165.5M 0.57% 1,620,727 SH
36 PHILIP MORRIS INTL INC PM 718172109 $165.4M 0.57% 1,000,589 SH
37 STELLANTIS N.V STLA N82405106 $164.2M 0.56% 23,451,283 SH
38 ALPHABET INC GOOGL 02079K305 $163.8M 0.56% 569,651 SH
39 MICROSOFT CORP MSFT 594918104 $157.6M 0.54% 425,871 SH
40 APPLE INC AAPL 037833100 $156.9M 0.54% 618,336 SH
41 ALPHABET INC GOOG 02079K107 $156.6M 0.54% 545,816 SH
42 SYNOPSYS INC SNPS 871607107 $155.5M 0.53% 392,146 SH
43 LOGITECH INTL S A LOGI H50430232 $154.7M 0.53% 1,708,971 SH
44 COCA COLA CO KO 191216100 $154.2M 0.53% 2,027,339 SH
45 CRH PLC CRH G25508105 $152.8M 0.53% 1,453,346 SH
46 CINTAS CORP CTAS 172908105 $141.1M 0.48% 834,103 SH
47 VULCAN MATLS CO VMC 929160109 $137.2M 0.47% 503,952 SH
48 AMAZON COM INC AMZN 023135106 $136.5M 0.47% 655,512 SH
49 CASEYS GEN STORES INC CASY 147528103 $134.4M 0.46% 184,675 SH
50 UBS GROUP AG UBS H42097107 $131.3M 0.45% 3,415,971 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $29.09B 3,011 0001588340-26-000002
2025-12-31 2026-02-13 $31.75B 3,242 0001588340-26-000001