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

CIK 1598697 · latest 13F-HR filed 2026-05-11

Gulf International Bank (UK) Ltd manages $4.5M in 13F-reported U.S. long-equity assets across 589 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.31%), AAPL (6.45%), MSFT (4.52%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 15, added to 535, and trimmed 22.

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

$4.5M

Long-equity book

Holdings

589

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+13 / −15 / ↑535 / ↓22

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIACORP$97.3K +42.4%
  • APPLECOMPUTE$83.5K +40.8%
  • AMAZON.COMIN$42.7K +38.1%
  • ALPHABET INC$37.3K +40.5%
  • ALPHABET INC$29.7K +38.0%
Show all 535

Top Trims

  • APPLOVIN CORP-$817 -10.3%
  • ATLASSIANCORPPLC-$417 -32.1%
  • MONGODB INC-$222 -12.6%
  • ROBINHOODMARKETS-$213 -5.0%
  • REDDIT INC-$151 -12.6%
Show all 22

New Positions

  • LUMENTUMHOLDINGS$3.8K
  • COHERENTINC$2.9K
  • CURTISSWRIB$1.9K
  • FTAIAVIATION LTD$1.9K
  • COEUR D'ALENE MN$1.5K
Show all 13

Exited Positions

  • THOMSONCORP$1.0K
  • DOCUSIGN INC$757
  • NUTANIX INC$649
  • DYNATRACE INC$623
  • BOSTON PROP$615
Show all 15
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 $326.7K 7.31% 1,873,417 SH
2 APPLECOMPUTE AAPL 037833100 $288.3K 6.45% 1,135,897 SH
3 MICROSOFTCOR MSFT 594918104 $202.0K 4.52% 545,665 SH
4 AMAZON.COMIN AMZN 023135106 $154.8K 3.46% 743,471 SH
5 ALPHABET INC GOOGL 02079K305 $129.3K 2.89% 449,766 SH
6 ALPHABET INC GOOG 02079K107 $107.9K 2.41% 376,116 SH
7 BROADCOM LTD AVGO 11135F101 $107.7K 2.41% 348,118 SH
8 META PLATFORMS META 30303M102 $96.3K 2.15% 168,331 SH
9 TESLA MOTORS INC TSLA 88160R101 $81.2K 1.82% 218,508 SH
10 JP MORGAN CH JPM 46625H100 $61.9K 1.38% 210,420 SH
11 ELILILLY&CO LLY 532457108 $57.1K 1.28% 62,109 SH
12 EXXONMOBILCO XOM 30231G102 $55.3K 1.24% 326,021 SH
13 BERKSHIREHAT BRK.B 084670702 $50.9K 1.14% 106,304 SH
14 JOHNSON&JOHN JNJ 478160104 $45.5K 1.02% 186,152 SH
15 WALMARTSTORE WMT 931142103 $42.1K 0.94% 338,953 SH
16 VISA INC V 92826C839 $39.4K 0.88% 130,298 SH
17 COSTCOWHOLES COST 22160K105 $34.2K 0.77% 34,323 SH
18 MASTERCARD MA 57636Q104 $32.7K 0.73% 65,441 SH
19 NETFLIX NFLX 64110L106 $31.5K 0.70% 327,463 SH
20 CHEVNORP CVX 166764100 $30.6K 0.68% 147,827 SH
21 ABBVIE INC ABBV 00287Y109 $29.7K 0.66% 136,605 SH
22 MICRONTECH MU 595112103 $29.4K 0.66% 86,976 SH
23 PROCTER&GAMB PG 742718109 $26.1K 0.58% 180,676 SH
24 PALANTIRTECHNOLO PLTR 69608A108 $25.8K 0.58% 176,619 SH
25 BANK OF AMER CRP BAC 060505104 $25.8K 0.58% 529,624 SH
26 CATERPILLARI CAT 149123101 $25.6K 0.57% 36,186 SH
27 ADVANCED MICRO AMD 007903107 $25.6K 0.57% 125,875 SH
28 HOMEDEPOTINC HD 437076102 $25.3K 0.57% 76,885 SH
29 COCACOLACO KO 191216100 $24.0K 0.54% 316,108 SH
30 CISCOSYSTEMS CSCO 17275R102 $23.7K 0.53% 305,334 SH
31 GENELECTRIC GE 369604301 $23.1K 0.52% 81,566 SH
32 MERCK&CO MRK 58933Y105 $23.1K 0.52% 191,707 SH
33 APPLIEDMATER AMAT 038222105 $20.9K 0.47% 61,293 SH
34 LAMRESEARCH LRCX 512807306 $20.7K 0.46% 97,088 SH
35 UNITEDTECHCO RTX 75513E101 $20.0K 0.45% 103,552 SH
36 GOLDMAN SACH INC GS 38141G104 $19.6K 0.44% 23,203 SH
37 ORACLECORP ORCL 68389X105 $19.6K 0.44% 133,274 SH
38 WELLSFARGO&C WFC 949746101 $19.3K 0.43% 242,630 SH
39 UNITEDHEALTH UNH 91324P102 $18.9K 0.42% 69,959 SH
40 LINDE PLC LIN G54950103 $17.9K 0.40% 36,118 SH
41 IBM IBM 459200101 $17.5K 0.39% 72,294 SH
42 DNU ROYALBKCAN RY 780087102 $17.4K 0.39% 107,949 SH
43 MCDONALDSCOR MCD 580135101 $17.1K 0.38% 54,978 SH
44 PEPSICOINC PEP 713448108 $16.4K 0.37% 105,732 SH
45 VERIZONCOMMU VZ 92343V104 $16.3K 0.36% 324,952 SH
46 AT&TCORP T 00206R102 $15.8K 0.35% 546,631 SH
47 CITIGRPINC C 172967424 $15.7K 0.35% 138,247 SH
48 INTELCORP INTC 458140100 $15.4K 0.35% 349,618 SH
49 MORSTANNYK MS 617446448 $15.1K 0.34% 91,764 SH
50 KLATENCORCOR KLAC 482480100 $15.0K 0.33% 10,161 SH
Filing History
Period Filed AUM Holdings Accession
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