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

CIK 2052594 · latest 13F-HR filed 2026-05-15

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

$3.34B

Long-equity book

Holdings

175

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+1 / −4 / ↑0 / ↓1

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • APPLIED MATLS INC-$3.4M -14.9%
Show all 1

New Positions

  • ASTRAZENECA PLC$69.0M
Show all 1

Exited Positions

  • ZOETIS INCCL A$41.6M
  • ZEBRA TECHNOLOGIES CORPORATICL A$15.8M
  • XYLEM INCCOM$12.4M
  • YUM CHINA HLDGS INCCOM$9.5M
Show all 4
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 $215.6M 6.45% 449,519 SH
2 ALPHABET INC GOOGL 02079K305 $180.2M 5.40% 583,785 SH
3 NVIDIA CORPORATION NVDA 67066G104 $107.7M 3.22% 583,809 SH
4 AMAZON COM INC AMZN 023135106 $107.3M 3.21% 469,390 SH
5 APPLE INC AAPL 037833100 $91.8M 2.75% 341,817 SH
6 UNION PAC CORP UNP 907818108 $86.2M 2.58% 375,712 SH
7 CANADIAN NATL RY CO CNI 136375102 $82.3M 2.46% 844,888 SH
8 VISA INC V 92826C839 $81.4M 2.44% 233,941 SH
9 MASTERCARD INCORPORATED MA 57636Q104 $76.7M 2.30% 135,087 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $74.3M 2.22% 251,800 SH
11 ASTRAZENECA PLC AZN G0593M107 $69.0M 2.07% 372,869 SH
12 ADOBE INC ADBE 00724F101 $61.4M 1.84% 177,160 SH
13 COLGATE PALMOLIVE CO CL 194162103 $59.8M 1.79% 764,344 SH
14 META PLATFORMS INC META 30303M102 $56.3M 1.68% 85,864 SH
15 ACCENTURE PLC IRELAND ACN G1151C101 $54.7M 1.64% 206,099 SH
16 FRANCO NEV CORP FNV 351858105 $52.6M 1.57% 257,495 SH
17 RESMED INC RMD 761152107 $51.5M 1.54% 215,489 SH
18 AGNICO EAGLE MINES LTD AEM 008474108 $50.6M 1.51% 303,000 SH
19 PEPSICO INC PEP 713448108 $46.7M 1.40% 329,172 SH
20 VERISK ANALYTICS INC VRSK 92345Y106 $46.2M 1.38% 209,228 SH
21 WHEATON PRECIOUS METALS CORP WPM 962879102 $45.5M 1.36% 393,500 SH
22 TJX COS INC NEW TJX 872540109 $38.9M 1.16% 254,653 SH
23 KIMBERLY-CLARK CORP KMB 494368103 $38.9M 1.16% 389,281 SH
24 WATERS CORP WAT 941848103 $38.1M 1.14% 100,920 SH
25 THERMO FISHER SCIENTIFIC INC TMO 883556102 $37.7M 1.13% 65,660 SH
26 IDEXX LABS INC IDXX 45168D104 $37.4M 1.12% 55,771 SH
27 ROLLINS INC ROL 775711104 $34.7M 1.04% 583,950 SH
28 IDEX CORP IEX 45167R104 $33.3M 1.00% 188,900 SH
29 MONDELEZ INTL INC MDLZ 609207105 $30.8M 0.92% 570,808 SH
30 ENBRIDGE INC ENB 29250N105 $29.4M 0.88% 625,295 SH
31 CATERPILLAR INC CAT 149123101 $28.9M 0.87% 50,895 SH
32 ORLA MNG LTD NEW ORLA 68634K106 $28.1M 0.84% 2,130,000 SH
33 S&P GLOBAL INC SPGI 78409V104 $27.8M 0.83% 53,461 SH
34 CHECK POINT SOFTWARE TECH LTD CHKP M22465104 $27.6M 0.83% 149,700 SH
35 SITEONE LANDSCAPE SUPPLY INC SITE 82982L103 $27.0M 0.81% 216,913 SH
36 ALAMOS GOLD INC AGI 011532108 $26.3M 0.79% 690,000 SH
37 ABBOTT LABORATORIES ABT 002824100 $24.8M 0.74% 200,725 SH
38 BROADCOM INC AVGO 11135F101 $24.3M 0.73% 70,632 SH
39 NIKE INC NKE 654106103 $23.6M 0.71% 392,500 SH
40 JOHNSON & JOHNSON JNJ 478160104 $22.3M 0.67% 109,599 SH
41 ROYAL GOLD INC RGLD 780287108 $22.1M 0.66% 100,000 SH
42 MOODYS CORP MCO 615369105 $22.0M 0.66% 43,293 SH
43 SYNOPSYS INC SNPS 871607107 $21.5M 0.64% 46,044 SH
44 ARISTA NETWORKS INC ANET 040413205 $21.4M 0.64% 164,448 SH
45 AUTODESK INC ADSK 052769106 $21.0M 0.63% 71,151 SH
46 DANAHER CORP DEL DHR 235851102 $20.5M 0.61% 90,290 SH
47 KLA CORP KLAC 482480100 $20.3M 0.61% 16,574 SH
48 APPLIED MATLS INC AMAT 038222105 $19.2M 0.57% 86,742 SH
49 ROPER TECHNOLOGIES INC ROP 776696106 $19.0M 0.57% 42,851 SH
50 ELI LILLY & CO LLY 532457108 $18.6M 0.56% 17,500 SH
Filing History
Period Filed AUM Holdings Accession
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