BLI - Banque de Luxembourg Investments — 13F Holdings & Portfolio

CIK 2052594 · latest 13F-HR filed 2026-08-10

BLI - Banque de Luxembourg Investments manages $2.83B in 13F-reported U.S. long-equity assets across 195 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (5.17%), GOOGL (3.98%), TSM (3.95%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 43 new positions, exited 23, added to 62, and trimmed 79.

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
16, BOULEVARD ROYAL
LUXEMBOURG CITY, N4 L-2449
Phone
003522626991
Filing Manager
BLI - Banque de Luxembourg Investments
LUXEMBOURG CITY, N4
Signatory
Nico THILL
Deputy CEO
Loading holdings…
AUM

$2.83B

Long-equity book

Holdings

195

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+43 / −23 / ↑62 / ↓79

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$37.8M +50.9%
  • APPLIED MATLS INC$31.3M +162.8%
  • LAM RESEARCH CORP$29.0M +264.9%
  • KLA CORP$24.9M +122.8%
  • ELI LILLY & CO$16.8M +90.4%
Show all 62

Top Trims

  • NVIDIA CORPORATION-$95.7M -88.9%
  • MICROSOFT CORP-$68.9M -32.0%
  • ALPHABET INC-$67.4M -37.4%
  • ADOBE INC-$43.4M -70.7%
  • ACCENTURE PLC IRELAND-$37.2M -67.9%
Show all 79

New Positions

  • ZEBRA TECHNOLOGIES CORPORATI$11.8M
  • HALLIBURTON CO$11.4M
  • MERCADOLIBRE INC$11.1M
  • ROSS STORES INC$10.9M
  • ZOETIS INC$10.0M
Show all 43

Exited Positions

  • CLOROX CO DEL$16.8M
  • CHEMED CORP NEW$15.0M
  • BERKSHIRE HATHAWAY INC DEL$14.9M
  • BOOKING HOLDINGS INC$11.7M
  • CUMMINS INC$11.5M
Show all 23
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 MICROSOFT CORP MSFT 594918104 $146.6M 5.17% 396,983 SH
2 ALPHABET INC GOOGL 02079K305 $112.8M 3.98% 318,393 SH
3 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $112.0M 3.95% 245,600 SH
4 VISA INC V 92826C839 $94.7M 3.34% 276,590 SH
5 APPLE INC AAPL 037833100 $94.7M 3.34% 335,418 SH
6 CANADIAN NATL RY CO CNI 136375102 $81.6M 2.88% 683,667 SH
7 MASTERCARD INCORPORATED MA 57636Q104 $70.9M 2.50% 138,834 SH
8 UNION PAC CORP UNP 907818108 $70.5M 2.49% 258,053 SH
9 AMAZON COM INC AMZN 023135106 $70.4M 2.49% 3,333,900 SH
10 ASTRAZENECA PLC AZN G0593M107 $68.3M 2.41% 370,958 SH
11 META PLATFORMS INC META 30303M102 $56.1M 1.98% 99,505 SH
12 APPLIED MATLS INC AMAT 038222105 $50.5M 1.78% 72,506 SH
13 COLGATE PALMOLIVE CO CL 194162103 $49.5M 1.75% 534,342 SH
14 WHEATON PRECIOUS METALS CORP WPM 962879102 $45.6M 1.61% 406,100 SH
15 KLA CORP KLAC 482480100 $45.2M 1.59% 161,920 SH
16 ALAMOS GOLD INC AGI 011532108 $42.8M 1.51% 1,410,000 SH
17 FRANCO NEV CORP FNV 351858105 $42.0M 1.48% 201,995 SH
18 RESMED INC RMD 761152107 $41.3M 1.46% 207,815 SH
19 VERISK ANALYTICS INC VRSK 92345Y106 $41.3M 1.46% 230,010 SH
20 LAM RESEARCH CORP LRCX 512807306 $39.9M 1.41% 97,000 SH
21 TJX COS INC NEW TJX 872540109 $39.4M 1.39% 259,928 SH
22 ELI LILLY & CO LLY 532457108 $35.4M 1.25% 28,740 SH
23 AGNICO EAGLE MINES LTD AEM 008474108 $35.4M 1.25% 227,900 SH
24 ROLLINS INC ROL 775711104 $35.3M 1.25% 834,103 SH
25 JOHNSON & JOHNSON JNJ 478160104 $35.2M 1.24% 135,819 SH
26 ENBRIDGE INC ENB 29250N105 $33.9M 1.20% 625,295 SH
27 BROADCOM INC AVGO 11135F101 $32.6M 1.15% 87,196 SH
28 PEPSICO INC PEP 713448108 $28.7M 1.01% 206,668 SH
29 ARISTA NETWORKS INC ANET 040413205 $27.6M 0.98% 167,993 SH
30 S&P GLOBAL INC SPGI 78409V104 $26.3M 0.93% 64,202 SH
31 MONDELEZ INTL INC MDLZ 609207105 $24.6M 0.87% 408,414 SH
32 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $24.3M 0.86% 57,800 SH
33 WATERS CORP WAT 941848103 $22.4M 0.79% 60,468 SH
34 THERMO FISHER SCIENTIFIC INC TMO 883556102 $21.7M 0.77% 42,831 SH
35 IDEXX LABS INC IDXX 45168D104 $20.9M 0.74% 38,931 SH
36 SITEONE LANDSCAPE SUPPLY INC SITE 82982L103 $20.8M 0.73% 180,500 SH
37 ROYAL GOLD INC RGLD 780287108 $20.4M 0.72% 100,500 SH
38 CATERPILLAR INC CAT 149123101 $18.4M 0.65% 17,771 SH
39 ADOBE INC ADBE 00724F101 $18.0M 0.64% 87,120 SH
40 ACCENTURE PLC IRELAND ACN G1151C101 $17.6M 0.62% 140,592 SH
41 ORLA MNG LTD NEW ORLA 68634K106 $16.4M 0.58% 1,679,000 SH
42 PROCTER & GAMBLE CO PG 742718109 $16.4M 0.58% 110,159 SH
43 KIMBERLY-CLARK CORP KMB 494368103 $15.8M 0.56% 143,500 SH
44 LINDE PLC LIN G54950103 $15.3M 0.54% 29,900 SH
45 BRISTOL-MYERS SQUIBB CO BMY 110122108 $14.5M 0.51% 247,000 SH
46 NETFLIX INC. NFLX 64110L106 $14.1M 0.50% 191,000 SH
47 HENRY JACK & ASSOC INC JKHY 426281101 $13.8M 0.49% 101,000 SH
48 NORDSON CORP NDSN 655663102 $13.4M 0.47% 44,300 SH
49 EQUIFAX INC EFX 294429105 $13.4M 0.47% 84,200 SH
50 ALPHABET INC GOOG 02079K107 $13.0M 0.46% 37,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $2.83B 195 0002052594-26-000004
2026-03-31 2026-05-15 $3.34B 175 0002052594-26-000003
2025-12-31 2026-02-11 $3.41B 178 0002052594-26-000002
2025-09-30 2025-11-10 $3.43B 170 0002052594-25-000007