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Banque Transatlantique SA

Q3 2025 · 13F-HR

Banque Transatlantique SAholdings as filed

Filed 2025-11-13 · accession 0000945621-25-001097

$4.10B
Reported value
259
Positions
2025-09-30
Period end
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The Brief · Banque Transatlantique SA · Q3 2025

AI · grounded in 13F

Banque Transatlantique SA established a new position in MSFT valued at $574.5M. The fund also initiated new stakes in NVDA for $522.2M and AMZN for $355.4M. Additional new positions include AAPL at $259.9M and GOOG at $205.1M. The fund manages a total of 259 positions with $4.1B in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$574.5M14.0%1,110,669CommonSHARED
67066G104NVDANVIDIA CORPORATION$522.2M12.7%2,804,379CommonSHARED
023135106AMZNAMAZON COM INC$355.4M8.67%1,618,890CommonSHARED
037833100AAPLAPPLE INC$259.9M6.34%1,020,907CommonNONE
02079K107GOOGALPHABET INC$205.1M5.00%842,605CommonNONE
92826C839VVISA INC$195.2M4.76%571,945CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$189.6M4.63%205,252CommonSHARED
02079K305GOOGLALPHABET INC$164.9M4.02%677,943CommonSHARED
931142103WMTWALMART INC$132.4M3.23%1,285,863CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$104.5M2.55%1,071,900CommonSHARED
532457108LLYELI LILLY & CO$104.2M2.54%135,589CommonNONE
437076102HDHOME DEPOT INC$73.3M1.79%181,218CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$71.5M1.75%160,131CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$67.5M1.65%331,426CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$59.9M1.46%131,193CommonSHARED
863667101SYKSTRYKER CORPORATION$59.1M1.44%159,936CommonNONE
871607107SNPSSYNOPSYS INC$56.2M1.37%114,376CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$55.2M1.35%113,348CommonNONE
235851102DHRDANAHER CORPORATION$44.9M1.09%227,664CommonSHARED
67103H107ORLYOREILLY AUTOMOTIVE INC$43.6M1.06%404,943CommonSHARED
040413205ANETARISTA NETWORKS INC$42.1M1.03%289,752CommonSHARED
G25508105CRHCRH PLC$36.8M0.90%312,436CommonSHARED
98978V103ZTSZOETIS INC$35.0M0.85%239,705CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$33.5M0.82%207,175CommonNONE
G29183103ETNEATON CORP PLC$33.3M0.81%89,229CommonNONE
244199105DEDEERE & CO$32.4M0.79%70,479CommonSHARED
042068205ARMARM HOLDINGS PLC$32.3M0.79%227,749CommonSHARED
G54950103LINLINDE PLC$31.5M0.77%66,410CommonNONE
580135101MCDMCDONALDS CORP$29.0M0.71%95,482CommonSHARED
30303M102METAMETA PLATFORMS INC$28.4M0.69%38,886CommonNONE
443201108HWMHOWMET AEROSPACE INC$27.8M0.68%142,028CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$27.0M0.66%86,091CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$27.0M0.66%63,980CommonNONE
482480100KLACKLA CORP$21.8M0.53%20,199CommonNONE
45687V106IRINGERSOLL RAND INC$21.6M0.53%262,072CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$19.7M0.48%107,690CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$18.1M0.44%64,362CommonNONE
136375102CNICANADIAN NATL RY CO$18.1M0.44%191,740CommonSHARED
11135F101AVGOBROADCOM INC$17.5M0.43%53,115CommonNONE
81762P102NOWSERVICENOW INC$16.1M0.39%17,524CommonNONE
79466L302CRMSALESFORCE INC$15.5M0.38%65,211CommonNONE
N3167Y103RACEFERRARI N V$14.5M0.35%29,772CommonNONE
478160104JNJJOHNSON & JOHNSON$14.4M0.35%77,868CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$12.9M0.31%173,297CommonNONE
30231G102XOMEXXON MOBIL CORP$12.5M0.30%110,680CommonNONE
553368101MPMP MATERIALS CORP$10.9M0.27%162,772CommonNONE
147528103CASYCASEYS GEN STORES INC$8.6M0.21%15,178CommonNONE
00724F101ADBEADOBE INC$6.1M0.15%17,316CommonNONE
053332102AZOAUTOZONE INC$5.7M0.14%1,339CommonNONE
68389X105ORCLORACLE CORP$5.2M0.13%18,662CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$5.2M0.13%42,958CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$4.3M0.11%12,343CommonNONE
773903109ROKROCKWELL AUTOMATION INC$4.2M0.10%11,966CommonNONE
149123101CATCATERPILLAR INC$3.9M0.10%8,210CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$3.8M0.09%20,520CommonNONE
25809K105DASHDOORDASH INC$3.7M0.09%13,665CommonNONE
191216100KOCOCA COLA CO$3.3M0.08%49,562CommonNONE
02156V109OKLOOKLO INC$3.2M0.08%27,890CommonNONE
833445109SNOWSNOWFLAKE INC$3.1M0.08%13,958CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.0M0.07%12,340CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$2.9M0.07%37,434CommonSHARED
45168D104IDXXIDEXX LABS INC$2.9M0.07%4,485CommonNONE
075887109BDXBECTON DICKINSON & CO$2.7M0.07%14,529CommonNONE
17275R102CSCOCISCO SYS INC$2.5M0.06%36,416CommonNONE
002824100ABTABBOTT LABS$2.5M0.06%18,548CommonNONE
060505104BACBANK AMERICA CORP$2.3M0.06%45,000CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.3M0.06%14,285CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.3M0.06%8,103CommonNONE
594972408MSTRSTRATEGY INC$2.2M0.05%6,515CommonNONE
69370C100PTCPTC INC$2.2M0.05%10,750CommonNONE
369604301GEGE AEROSPACE$2.0M0.05%6,813CommonNONE
36828A101GEVGE VERNOVA INC$2.0M0.05%3,285CommonNONE
58933Y105MRKMERCK & CO INC$2.0M0.05%23,403CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.04%11,875CommonNONE
770700102HOODROBINHOOD MKTS INC$1.6M0.04%11,344CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.04%3,093CommonNONE
48251W104KKRKKR & CO INC$1.5M0.04%12,000CommonNONE
75513E101RTXRTX CORPORATION$1.5M0.04%8,869CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.4M0.03%5,196CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.2M0.03%3,547CommonNONE
88160R101TSLATESLA INC$1.1M0.03%2,422CommonNONE
N14506104ESTCELASTIC N V$1.1M0.03%12,650CommonNONE
771049103RBLXROBLOX CORP$926,8100.02%6,705CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$876,5110.02%14,697CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$785,1970.02%19,900CommonNONE
57636Q104MAMASTERCARD INCORPORATED$771,2460.02%1,356CommonNONE
92338C103VLTOVERALTO CORP$718,7500.02%6,749CommonNONE
717081103PFEPFIZER INC$704,2050.02%27,665CommonNONE
60770K107MRNAMODERNA INC$677,3890.02%25,881CommonNONE
87256C101TKOTKO GROUP HOLDINGS INC$584,0410.01%2,898CommonNONE
457669307INSMINSMED INC$532,8590.01%3,708CommonNONE
02209S103MOALTRIA GROUP INC$514,0140.01%7,789CommonNONE
166764100CVXCHEVRON CORP NEW$505,2610.01%3,257CommonNONE
136385101CNQCANADIAN NAT RES LTD$479,0060.01%15,000CommonNONE
093712107BEBLOOM ENERGY CORP$471,3310.01%5,584CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$454,8550.01%4,980CommonNONE
36317J209GLXYGALAXY DIGITAL INC.$448,2150.01%13,285CommonNONE
N07059210ASMLASML HOLDING N V$446,4400.01%462CommonNONE
031162100AMGNAMGEN INC$445,5150.01%1,580CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$423,2870.01%635CommonNONE
824348106SHWSHERWIN WILLIAMS CO$402,2870.01%1,163CommonNONE
88579Y101MMM3M CO$395,3030.01%2,550CommonNONE
78409V104SPGIS&P GLOBAL INC$377,1550.01%775CommonNONE
256677105DGDOLLAR GEN CORP NEW$354,5400.01%3,434CommonNONE
922475108VEEVVEEVA SYS INC$342,5400.01%1,150CommonNONE
29444U700EQIXEQUINIX INC$337,6650.01%432CommonNONE
06849F108BBARRICK MNG CORP$326,3800.01%9,950CommonNONE
46090E103QQQINVESCO QQQ TR$282,1740.01%470CommonNONE
518439104ELLAUDER ESTEE COS INC$277,8260.01%3,157CommonNONE
00287Y109ABBVABBVIE INC$256,6240.01%1,109CommonNONE
651639106NEMNEWMONT CORP$251,4070.01%2,985CommonNONE
464287655IWMISHARES TR$249,9450.01%1,033CommonNONE
052769106ADSKAUTODESK INC$249,8110.01%787CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$240,2920.01%614CommonNONE
49271V100KDPKEURIG DR PEPPER INC$238,3950.01%9,365CommonNONE
806857108SLBSCHLUMBERGER LTD$234,5410.01%6,831CommonNONE
464287234EEMISHARES TR$229,5130.01%4,298CommonNONE
922908363VOOVANGUARD INDEX FDS$223,5190.01%365CommonNONE
609207105MDLZMONDELEZ INTL INC$221,7910.01%3,554CommonNONE
94106L109WMWASTE MGMT INC DEL$213,9340.01%970CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$201,3250.00%1,061CommonNONE
09260D107BXBLACKSTONE INC$201,2410.00%1,180CommonNONE
H42097107UBSUBS GROUP AG$197,7530.00%4,847CommonNONE
74340W103PLDPROLOGIS INC.$180,5590.00%1,580CommonNONE
82509L107SHOPSHOPIFY INC$177,3060.00%1,195CommonNONE
929740108WABWABTEC$176,4900.00%895CommonNONE
58155Q103MCKMCKESSON CORP$173,7580.00%225CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$163,8820.00%475CommonNONE
458140100INTCINTEL CORP$160,8750.00%4,800CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$156,3480.00%2,084CommonNONE
009066101ABNBAIRBNB INC$143,1350.00%1,179CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$142,7300.00%254CommonNONE
09290D101BLKBLACKROCK INC$140,8870.00%121CommonNONE
47215P106JDJD.COM INC$135,3300.00%3,877CommonNONE
670100205NVONOVO-NORDISK A S$130,9040.00%2,355CommonNONE
36118L106FUTUFUTU HLDGS LTD$128,0740.00%738CommonNONE
64110L106NFLXNETFLIX INC$126,9550.00%106CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$121,2140.00%4,900CommonNONE
855244109SBUXSTARBUCKS CORP$120,7690.00%1,429CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$120,5710.00%690CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$114,7780.00%1,712CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$113,3350.00%405CommonNONE
98419M100XYLXYLEM INC$106,5030.00%723CommonNONE
58733R102MELIMERCADOLIBRE INC$105,0540.00%45CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$102,2230.00%1,568CommonNONE
254687106DISDISNEY WALT CO$91,4120.00%800CommonNONE
595112103MUMICRON TECHNOLOGY INC$87,7060.00%525CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$86,3000.00%16CommonNONE
57667T100MTLSMATERIALISE NV$86,0970.00%15,490CommonNONE
504922105LHLABCORP HOLDINGS INC$82,5890.00%288CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$77,5250.00%1,720CommonNONE
773121108RKLBROCKET LAB CORP$71,7910.00%1,500CommonNONE
23804L103DDOGDATADOG INC$71,1270.00%500CommonNONE
46432F859ISTBISHARES TR$70,4270.00%1,442CommonNONE
714046109RVTYREVVITY INC$67,8590.00%775CommonNONE
46429B598INDAISHARES TR$67,5220.00%1,297CommonNONE
172967424CCITIGROUP INC$66,1780.00%652CommonNONE
252131107DXCMDEXCOM INC$65,2210.00%970CommonNONE
46434G822EWJISHARES INC$64,2480.00%801CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$61,3040.00%460CommonNONE
422806109HEIHEICO CORP NEW$59,6600.00%185CommonNONE
767204100RIORIO TINTO PLC$57,0400.00%865CommonNONE
336433107FSLRFIRST SOLAR INC$55,0160.00%250CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$54,3180.00%555CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$54,3060.00%2,200CommonNONE
450913108IAGIAMGOLD CORP$52,9010.00%4,100CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$51,2870.00%400CommonNONE
654106103NKENIKE INC$49,9640.00%717CommonNONE
83444M101SOLVSOLVENTUM CORP$46,3800.00%636CommonNONE
98980G102ZSZSCALER INC$44,9030.00%150CommonNONE
92189F643MOATVANECK ETF TRUST$44,3070.00%447CommonNONE
097023105BABOEING CO$43,1220.00%200CommonNONE
46222L108IONQIONQ INC$43,0060.00%700CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$42,9590.00%436CommonNONE
03073E105CORCENCORA INC$39,9630.00%128CommonNONE
55261F104MTBM & T BK CORP$39,4400.00%200CommonNONE
464287176TIPISHARES TR$38,9270.00%350CommonNONE
00214Q708ARKFARK ETF TR$37,2830.00%655CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$36,5290.00%832CommonNONE
617446448MSMORGAN STANLEY$36,5230.00%230CommonNONE
16679L109CHWYCHEWY INC$36,3680.00%900CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$34,2910.00%70CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$33,5940.00%400CommonNONE
911363109URIUNITED RENTALS INC$32,4250.00%34CommonNONE
046353108AZNNASTRAZENECA PLC$30,8100.00%402CommonNONE
74624M102PPURE STORAGE INC$29,3030.00%350CommonNONE
747525103QCOMQUALCOMM INC$27,5870.00%166CommonNONE
70975L107PENPENUMBRA INC$25,3060.00%100CommonNONE
760759100RSGREPUBLIC SVCS INC$24,5290.00%107CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$23,4560.00%80CommonNONE
539830109LMTLOCKHEED MARTIN CORP$23,4390.00%47CommonNONE
268311107EDAPEDAP TMS S A$23,3340.00%10,200CommonNONE
98954M200ZZILLOW GROUP INC$23,0910.00%300CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$22,6650.00%400CommonNONE
34959E109FTNTFORTINET INC$22,2580.00%265CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$22,2480.00%160CommonNONE
338307101FIVNFIVE9 INC$21,7580.00%900CommonNONE
00214Q104ARKKARK ETF TR$21,3010.00%246CommonNONE
26614N102DDDUPONT DE NEMOURS INC$20,3110.00%261CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$20,2290.00%180CommonNONE
893641100TDGTRANSDIGM GROUP INC$19,7500.00%15CommonNONE
243537107DECKDECKERS OUTDOOR CORP$17,9240.00%177CommonNONE
194162103CLCOLGATE PALMOLIVE CO$15,9720.00%200CommonNONE
907818108UNPUNION PAC CORP$15,3480.00%65CommonNONE
03076C106AMPAMERIPRISE FINL INC$14,7220.00%30CommonNONE
22052L104CTVACORTEVA INC$14,3900.00%213CommonNONE
34959J108FTVFORTIVE CORP$13,4580.00%275CommonNONE
20825C104COPCONOCOPHILLIPS$12,9460.00%137CommonNONE
704326107PAYXPAYCHEX INC$12,6630.00%100CommonNONE
29355A107ENPHENPHASE ENERGY INC$10,6060.00%300CommonNONE
852312305STAASTAAR SURGICAL CO$10,6030.00%395CommonNONE
55354G100MSCIMSCI INC$10,2030.00%18CommonNONE
278865100ECLECOLAB INC$9,8490.00%36CommonNONE
00214Q302ARKGARK ETF TR$9,0760.00%326CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$9,0610.00%68CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$7,3040.00%12CommonNONE
50155Q100KDKYNDRYL HLDGS INC$7,2100.00%240CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$7,1840.00%150CommonNONE
19260Q107COINCOINBASE GLOBAL INC$7,0800.00%21CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$6,0230.00%73CommonNONE
260557103DOWDOW INC$5,5890.00%244CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$5,5510.00%33CommonNONE
30212P303EXPEEXPEDIA GROUP INC$5,1250.00%24CommonNONE
452327109ILMNILLUMINA INC$4,9330.00%52CommonNONE
032095101APHAMPHENOL CORP NEW$4,8210.00%39CommonNONE
031100100AMEAMETEK INC$4,6950.00%25CommonNONE
046433108ATROASTRONICS CORP$4,5560.00%100CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$4,5040.00%924CommonNONE
36467W109GMEGAMESTOP CORP NEW$3,9560.00%145CommonNONE
750940108RALRALLIANT CORP$3,9320.00%90CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$3,6280.00%29CommonNONE
31428X106FDXFEDEX CORP$3,5340.00%15CommonNONE
15101Q207CLSCELESTICA INC$3,4410.00%14CommonNONE
29082K105EMBCEMBECTA CORP$3,2700.00%232CommonNONE
49177J102KVUEKENVUE INC$3,2620.00%201CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$2,9590.00%9CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$2,8110.00%100CommonNONE
45073V108ITTITT INC$2,6790.00%15CommonNONE
438516106HONHONEYWELL INTL INC$2,5260.00%12CommonNONE
046513206ATRAATARA BIOTHERAPEUTICS INC$2,5190.00%176CommonNONE
88339J105TTDTHE TRADE DESK INC$2,4480.00%50CommonNONE
20030N101CMCSACOMCAST CORP NEW$2,2600.00%72CommonNONE
058586108BLDPBALLARD PWR SYS INC NEW$1,8090.00%665CommonNONE
253868103DLRDIGITAL RLTY TR INC$1,7270.00%10CommonNONE
050734201AEYEAUDIOEYE INC$1,3850.00%100CommonNONE
428291108HXLHEXCEL CORP NEW$1,3150.00%21CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$1,2760.00%110CommonNONE
87918A105TDOCTELADOC HEALTH INC$1,2360.00%160CommonNONE
38149E101GLDGGOLDMINING INC$1,2200.00%1,000CommonNONE
68622V106OGNORGANON & CO$1,1840.00%111CommonNONE
72919P202PLUGPLUG POWER INC$1,1420.00%490CommonNONE
670002401NVAXNOVAVAX INC$1,0390.00%120CommonNONE
928881101VNTVONTIER CORPORATION$8390.00%20CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$6880.00%260CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$2490.00%17CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1090.00%1CommonNONE
69047Q102OVVOVINTIV INC$810.00%2CommonNONE
740294400POCIPRECISION OPTICS CORP INC MA$430.00%10CommonNONE
496902404KGCKINROSS GOLD CORP$250.00%1CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.