Gulf International Bank (UK) Ltd — 13F Holdings & Portfolio

CIK 1598697 · latest 13F-HR filed 2026-08-13

Gulf International Bank (UK) Ltd manages $5.1M in 13F-reported U.S. long-equity assets across 565 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.04%), AAPL (6.48%), MSFT (4.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 34, added to 266, and trimmed 162.

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
ONE CURZON STREET
LONDON, X0 W1J 5HD
Phone
44 0 20 7259 3111
Filing Manager
Gulf International Bank (UK) Ltd
LONDON, X0
Signatory
LOUISE OADES
Chief Legal & Compliance Officer
Loading holdings…
AUM

$5.1M

Long-equity book

Holdings

565

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+10 / −34 / ↑266 / ↓162

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRONTECH$71.2K +242.5%
  • ADVANCED MICRO$47.6K +185.8%
  • APPLECOMPUTE$40.3K +14.0%
  • INTELCORP$32.6K +211.0%
  • ALPHABET INC$31.7K +24.5%
Show all 266 →

Top Trims

  • EXXONMOBILCO-$11.5K -20.7%
  • NETFLIX-$8.0K -25.4%
  • CHEVNORP-$6.5K -21.2%
  • PALANTIRTECHNOLO-$6.3K -24.3%
  • AT&TCORP-$4.7K -29.7%
Show all 162 →

New Positions

  • HOLOGIC INC$5.8K
  • HONEYWELLINT$5.7K
  • TECHNIPFMC PLC$2.1K
  • MASTEC INC$1.9K
  • XPO INC$1.8K
Show all 10 →

Exited Positions

  • HONEYWELLINT$11.1K
  • CABOT OIL$2.1K
  • HOLOGIC INC$1.3K
  • HUBSPOT INC$940
  • GARTNER INC$893
Show all 34 →
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 NVIDIACORP NVDA 67066G104 $357.3K 7.04% 1,785,859 SH
2 APPLECOMPUTE AAPL 037833100 $328.6K 6.48% 1,135,642 SH
3 MICROSOFTCOR MSFT 594918104 $203.5K 4.01% 545,603 SH
4 AMAZON.COMIN AMZN 023135106 $178.7K 3.52% 749,782 SH
5 ALPHABET INC GOOGL 02079K305 $161.0K 3.17% 450,521 SH
6 BROADCOM LTD AVGO 11135F101 $131.4K 2.59% 347,810 SH
7 ALPHABET INC GOOG 02079K107 $126.4K 2.49% 357,708 SH
8 MICRONTECH MU 595112103 $100.6K 1.98% 87,176 SH
9 META PLATFORMS META 30303M102 $95.7K 1.89% 169,921 SH
10 TESLA MOTORS INC TSLA 88160R101 $91.8K 1.81% 218,333 SH
11 ELILILLY&CO LLY 532457108 $74.4K 1.47% 62,007 SH
12 ADVANCED MICRO AMD 007903107 $73.2K 1.44% 125,986 SH
13 JP MORGAN CH JPM 46625H100 $67.8K 1.34% 206,989 SH
14 BERKSHIREHAT BRK.B 084670702 $53.4K 1.05% 106,642 SH
15 INTELCORP INTC 458140100 $48.0K 0.95% 343,686 SH
16 JOHNSON&JOHN JNJ 478160104 $47.3K 0.93% 186,053 SH
17 APPLIEDMATER AMAT 038222105 $44.6K 0.88% 61,689 SH
18 VISA INC V 92826C839 $44.4K 0.87% 129,314 SH
19 EXXONMOBILCO XOM 30231G102 $43.8K 0.86% 320,681 SH
20 LAMRESEARCH LRCX 512807306 $42.2K 0.83% 97,276 SH
21 CATERPILLARI CAT 149123101 $38.6K 0.76% 36,242 SH
22 WALMARTSTORE WMT 931142103 $38.4K 0.76% 339,374 SH
23 CISCOSYSTEMS CSCO 17275R102 $35.9K 0.71% 305,997 SH
24 ABBVIE INC ABBV 00287Y109 $34.5K 0.68% 137,221 SH
25 MASTERCARD MA 57636Q104 $33.1K 0.65% 64,362 SH
26 COSTCOWHOLES COST 22160K105 $32.2K 0.63% 34,412 SH
27 KLATENCORCOR KLAC 482480100 $31.0K 0.61% 102,650 SH
28 GENELECTRIC GE 369604301 $30.6K 0.60% 81,838 SH
29 BANK OF AMER CRP BAC 060505104 $29.7K 0.59% 520,982 SH
30 UNITEDHEALTH UNH 91324P102 $29.3K 0.58% 70,448 SH
31 HOMEDEPOTINC HD 437076102 $27.6K 0.54% 78,117 SH
32 PROCTER&GAMB PG 742718109 $26.6K 0.52% 181,505 SH
33 MERCK&CO MRK 58933Y105 $24.8K 0.49% 193,075 SH
34 COCACOLACO KO 191216100 $24.3K 0.48% 299,206 SH
35 CHEVNORP CVX 166764100 $24.1K 0.48% 145,456 SH
36 NETFLIX NFLX 64110L106 $23.5K 0.46% 328,817 SH
37 GOLDMAN SACH INC GS 38141G104 $23.1K 0.45% 22,815 SH
38 DNU ROYALBKCAN RY 780087102 $22.0K 0.43% 106,193 SH
39 TEXASINSTRUM TXN 882508104 $21.1K 0.42% 70,958 SH
40 PALOALTONETWORKS PANW 697435105 $20.9K 0.41% 61,381 SH
41 IBM IBM 459200101 $20.6K 0.41% 73,345 SH
42 MARVELLTECHG MRVL 573874104 $20.0K 0.39% 67,215 SH
43 UNITEDTECHCO RTX 75513E101 $20.0K 0.39% 105,377 SH
44 WELLSFARGO&C WFC 949746101 $19.7K 0.39% 238,714 SH
45 ORACLECORP ORCL 68389X105 $19.7K 0.39% 134,290 SH
46 PALANTIRTECHNOLO PLTR 69608A108 $19.6K 0.39% 167,666 SH
47 CITIGRPINC C 172967424 $19.0K 0.38% 136,054 SH
48 LINDE PLC LIN G54950103 $19.0K 0.37% 36,613 SH
49 MORSTANNYK MS 617446448 $18.9K 0.37% 90,308 SH
50 WESTERNDIGIT WDC 958102105 $17.3K 0.34% 27,105 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $5.1M 565 0001598697-26-000006
2026-03-31 2026-05-11 $4.5M 589 0001598697-26-000004
2025-12-31 2026-02-10 $3.1M 591 0001598697-26-000002
2025-09-30 2025-11-13 $3.0M 591 0001598697-25-000009