MondegarAI
Longbow Finance SA

Q3 2025 · 13F-HR

Longbow Finance SAholdings as filed

Filed 2025-11-06 · accession 0001104659-25-107752

$1.01B
Reported value
69
Positions
2025-09-30
Period end
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The Brief · Longbow Finance SA · Q3 2025

AI · grounded in 13F

Longbow Finance SA established a new position in NVDA valued at $89.9M. The fund also initiated new stakes in MSFT for $74M and AAPL for $65.3M. Additional new positions include GOOG, META, and AVGO. The fund ended the period with 69 positions and total AUM of $1.01B.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA Corporation$89.9M8.87%481,681CommonSOLE
594918104MSFTMicrosoft Corporation$74.0M7.30%142,818CommonSOLE
037833100AAPLApple Inc.$65.3M6.44%256,333CommonSOLE
02079K107GOOGAlphabet Inc.$41.0M4.05%168,359CommonSOLE
30303M102METAMeta Platforms, Inc.$40.9M4.03%55,627CommonSOLE
11135F101AVGOBroadcom Inc.$38.5M3.80%116,627CommonSOLE
023135106AMZNAmazon.com, Inc.$34.7M3.42%157,960CommonSOLE
46625H100JPMJPMorgan Chase & Co.$27.3M2.69%86,408CommonSOLE
30231G102XOMExxon Mobil Corporation$25.4M2.50%225,005CommonSOLE
00287Y109ABBVAbbvie Inc.$22.9M2.26%98,843CommonSOLE
68389X105ORCLOracle Corporation$17.0M1.68%60,559CommonSOLE
363576109AJGArthur J. GallagherA & Co.$16.1M1.59%52,079CommonSOLE
084670702BRK/BBerkshire Hathaway Inc.$15.7M1.55%31,210CommonSOLE
053332102AZOAutoZone, Inc.$14.9M1.47%3,470CommonSOLE
931142103WMTWalmart Inc.$14.6M1.44%141,190CommonSOLE
760759100RSGRepublic Services, Inc.$14.1M1.39%61,546CommonSOLE
12503M108CBOECboe Global Markets, Inc.$14.0M1.38%57,153CommonSOLE
38141G104GSThe Goldman Sachs Group, Inc.$13.5M1.33%16,963CommonSOLE
149123101CATCaterpillar Inc.$13.5M1.33%28,193CommonSOLE
57636Q104MAMastercard Incorporated$13.1M1.29%23,013CommonSOLE
697435105PANWPalo Alto Networks, Inc.$13.0M1.29%63,994CommonSOLE
64110L106NFLXNetflix, Inc.$12.6M1.24%10,486CommonSOLE
949746101WMT2Wells Fargo & Company$12.5M1.23%148,726CommonSOLE
101137107BSXBoston Scientific Corporation$11.9M1.17%121,861CommonSOLE
872540109TJXThe TJX Companies, Inc.$11.2M1.11%77,569CommonSOLE
369604301GEGE Aerospace$11.2M1.10%37,212CommonSOLE
969457100WMBThe Williams Companies, Inc.$11.1M1.09%174,565CommonSOLE
025816109AXPAmerican Express Company$11.1M1.09%33,278CommonSOLE
90353T100UBERUber Technologies, Inc.$11.0M1.09%112,287CommonSOLE
857477103STTState Street Corporation$10.8M1.07%93,306CommonSOLE
58155Q103MCKMcKesson Corporation$10.6M1.04%13,680CommonSOLE
03073E105CORCencora, Inc.$10.6M1.04%33,767CommonSOLE
95040Q104WELLWelltower Inc.$10.5M1.04%58,895CommonSOLE
21037T109CEGConstellation Energy Corporation$10.5M1.03%31,783CommonSOLE
912008109USFDUS Foods Holding Corp.$10.3M1.02%134,859CommonSOLE
375558103GILDGilead Sciences, Inc.$10.3M1.02%92,811CommonSOLE
532457108LLYEli Lilly and Company$10.2M1.00%13,316CommonSOLE
09857L108BKNGBooking Holdings Inc.$10.1M1.00%1,875CommonSOLE
172967424CCitigroup, Inc.$10.1M0.99%99,059CommonSOLE
G25508105CRHCRH public limited company$9.0M0.89%75,287CommonSOLE
038222105AMATApplied Materials, Inc.$8.9M0.88%43,367CommonSOLE
580135101MCDMcDonaldA's Corporation$8.5M0.84%27,852CommonSOLE
35671D857FCXFreeport-McMoRan Inc.$8.1M0.80%207,192CommonSOLE
929740108WABWestinghouse Air Brake Technologies Corporation$8.0M0.79%39,827CommonSOLE
751212101RLRalph Lauren Corporation$8.0M0.79%25,398CommonSOLE
443201108HWMHowmet Aerospace Inc.$7.9M0.78%40,397CommonSOLE
92826C839VVisa Inc.$7.9M0.78%23,046CommonSOLE
M2682V108CYBRCyberArk Software Ltd.$7.8M0.77%16,098CommonSOLE
060505104BACBank of America Corporation$7.7M0.76%149,650CommonSOLE
872590104TMUST-Mobile US, Inc.$7.6M0.75%31,948CommonSOLE
191216100KOThe Coca-Cola Company$7.6M0.75%115,245CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$7.4M0.73%25,238CommonSOLE
007903107AMDAdvanced Micro Devices, Inc.$7.4M0.73%45,736CommonSOLE
032095101APHAmphenol Corporation$7.4M0.73%59,401CommonSOLE
501044101KRThe Kroger Co.$7.1M0.70%105,546CommonSOLE
14149Y108CAHCardinal Health, Inc.$7.1M0.70%45,203CommonSOLE
G54950103LINLinde plc$7.0M0.69%14,678CommonSOLE
842587107SOThe Southern Company$7.0M0.69%73,524CommonSOLE
74762E102QUREQuanta Services, Inc.$6.9M0.68%16,679CommonSOLE
69608A108PLTRPalantir Technologies Inc.$6.8M0.67%37,107CommonSOLE
V7780T103RCLRoyal Caribbean Cruises Ltd.$6.2M0.61%19,093CommonSOLE
36828A101GEVGE Vernova Inc.$5.8M0.57%9,455CommonSOLE
Y2573F102FLEXFlex Ltd.$5.5M0.54%95,169CommonSOLE
17275R102CSCOCisco Systems, Inc.$5.3M0.52%77,384CommonSOLE
437076102HDThe Home Depot, Inc.$4.9M0.49%12,180CommonSOLE
37954Y855LITGlobal X Funds$4.5M0.45%80,000CommonSOLE
781154109RBRKRubrik, Inc.$4.2M0.41%50,657CommonSOLE
603693201INKTMiNK Therapeutics, Inc.$233,3380.02%16,667CommonSOLE
72919P202PLUGPlug Power, Inc.$48,5600.00%20,841CommonSOLE

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.