Banque de Luxembourg S.A. — 13F Holdings & Portfolio

CIK 2055344 · latest 13F-HR filed 2026-04-14

Banque de Luxembourg S.A. manages $193.3M in 13F-reported U.S. long-equity assets across 77 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (11.70%), GOOGL (10.29%), MSFT (8.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 17, added to 21, and trimmed 41.

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.

Loading holdings…
AUM

$193.3M

Long-equity book

Holdings

77

Distinct positions

Period

2026-03-31

Filed 2026-04-14

Q/Q Activity

+4 / −17 / ↑21 / ↓41

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TOTALENERGIES SE$10.1M +219.9%
  • ANALOG DEVICES INC$735.3K +15.4%
  • CANADIAN NATL RY CO$309.3K +10.4%
  • MCDONALDS CORP$305.4K +141.5%
  • BLACKROCK INC$118.2K +25.9%
Show all 21

Top Trims

  • MAGNUM ICE CREAM CO NV-$9.7M -98.4%
  • ALPHABET INC-$5.2M -20.7%
  • LINDE PLC-$4.4M -86.2%
  • MICROSOFT CORP-$4.4M -21.3%
  • ACCENTURE PLC IRELAND-$3.3M -27.9%
Show all 41

New Positions

  • DISNEY WALT CO$2.8M
  • ASTRAZENECA PLC$1.0M
  • TESLA INC$51.7K
  • VERSANT MEDIA GROUP INC$1.2K
Show all 4

Exited Positions

  • YUM CHINA HLDGS INC$504.4K
  • KKR & CO INC$382.8K
  • MARVELL TECHNOLOGY INC$372.1K
  • ROCKWELL AUTOMATION INC$212.8K
  • QUALCOMM INC$204.7K
Show all 17
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 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $22.6M 11.70% 34,768 SH
2 ALPHABET INC GOOGL 02079K305 $19.9M 10.29% 69,181 SH
3 MICROSOFT CORP MSFT 594918104 $16.3M 8.41% 43,920 SH
4 TOTALENERGIES SE TTE F92124100 $14.8M 7.63% 157,800 SH
5 VISA INC V 92826C839 $10.4M 5.40% 34,540 SH
6 AMAZON COM INC AMZN 023135106 $10.1M 5.25% 48,726 SH
7 APPLE INC AAPL 037833100 $9.6M 4.99% 37,970 SH
8 ACCENTURE PLC IRELAND ACN G1151C101 $8.6M 4.46% 43,433 SH
9 MEDTRONIC PLC MDT G5960L103 $8.4M 4.33% 96,681 SH
10 S&P GLOBAL INC SPGI 78409V104 $6.6M 3.43% 15,567 SH
11 UNITEDHEALTH GROUP INC UNH 91324P102 $6.6M 3.39% 24,210 SH
12 SYNOPSYS INC SNPS 871607107 $5.6M 2.87% 14,008 SH
13 ANALOG DEVICES INC ADI 032654105 $5.5M 2.85% 17,318 SH
14 BECTON DICKINSON & CO BDX 075887109 $5.1M 2.64% 32,489 SH
15 NVIDIA CORPORATION NVDA 67066G104 $4.7M 2.42% 26,782 SH
16 CISCO SYS INC CSCO 17275R102 $3.6M 1.85% 46,043 SH
17 CANADIAN NATL RY CO CNI 136375102 $3.2M 1.63% 30,639 SH
18 ALLEGION PLC ALLE G0176J109 $3.1M 1.60% 21,347 SH
19 DISNEY WALT CO DIS 254687106 $2.8M 1.45% 29,167 SH
20 ALPHABET INC GOOG 02079K107 $2.5M 1.27% 8,573 SH
21 ICON PLC ICLR G4705A100 $1.5M 0.76% 13,187 SH
22 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.71% 9,439 SH
23 INVESCO EXCHANGE TRADED FD T PKW 46137V308 $1.2M 0.63% 9,227 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.62% 2,517 SH
25 DANAHER CORP DEL DHR 235851102 $1.1M 0.59% 6,016 SH
26 NIKE INC NKE 654106103 $1.1M 0.57% 20,912 SH
27 BANK NEW YORK MELLON CORP BK 064058100 $1.0M 0.54% 8,817 SH
28 ASTRAZENECA PLC AZN G0593M107 $1.0M 0.54% 5,328 SH
29 BROADCOM INC AVGO 11135F101 $919.6K 0.48% 2,971 SH
30 META PLATFORMS INC META 30303M102 $829.6K 0.43% 1,450 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $761.3K 0.39% 2,588 SH
32 BOSTON SCIENTIFIC CORP BSX 101137107 $728.3K 0.38% 11,606 SH
33 LINDE PLC LIN G54950103 $619.7K 0.32% 1,250 SH
34 BLACKROCK INC BLK 09290D101 $574.1K 0.30% 597 SH
35 MCDONALDS CORP MCD 580135101 $521.2K 0.27% 1,677 SH
36 FRANCO NEV CORP FNV 351858105 $519.8K 0.27% 2,100 SH
37 ELI LILLY & CO LLY 532457108 $494.8K 0.26% 538 SH
38 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $465.4K 0.24% 1,377 SH
39 JOHNSON & JOHNSON JNJ 478160104 $421.2K 0.22% 1,723 SH
40 PEPSICO INC PEP 713448108 $401.1K 0.21% 2,583 SH
41 PALO ALTO NETWORKS INC PANW 697435105 $378.8K 0.20% 2,363 SH
42 THERMO FISHER SCIENTIFIC INC TMO 883556102 $378.5K 0.20% 770 SH
43 ZOETIS INC ZTS 98978V103 $370.0K 0.19% 3,130 SH
44 MERCK & CO INC MRK 58933Y105 $353.9K 0.18% 2,942 SH
45 UBER TECHNOLOGIES INC UBER 90353T100 $351.5K 0.18% 4,887 SH
46 ENBRIDGE INC ENB 29250N105 $325.1K 0.17% 6,000 SH
47 COMCAST CORP NEW CMCSA 20030N101 $297.9K 0.15% 10,376 SH
48 SHERWIN WILLIAMS CO SHW 824348106 $296.2K 0.15% 924 SH
49 COSTCO WHOLESALE CORPORATION COST 22160K105 $280.0K 0.14% 281 SH
50 WALMART INC WMT 931142103 $246.7K 0.13% 1,985 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-14 $193.3M 77 0002055344-26-000002
2025-12-31 2026-01-21 $234.8M 88 0002055344-26-000001