Q2 2025 · 13F-HR
SALT Holding Corp.holdings as filed
Filed 2025-08-14 · accession 0001996109-25-000007
$65.3M
Reported value
7
Positions
2025-06-30
Period end
The Brief · SALT Holding Corp. · Q2 2025
AI · grounded in 13F
SALT Holding Corp. established a new position in VOD valued at $38.6M. The fund also initiated a stake in RACE for $20.9M. Additional new positions include STM at $2.3M and NVO at $1.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92857W308 | VOD | VODAFONE GROUP PLC NEW | $38.6M | 59.2% | 3,623,500 | Common | SOLE |
| N3167Y103 | RACE | FERRARI N V | $20.9M | 32.0% | 42,500 | Common | SOLE |
| 861012102 | STM | STMICROELECTRONICS N V | $2.3M | 3.54% | 75,900 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $1.7M | 2.61% | 24,684 | Common | SOLE |
| H50430232 | LOGI | LOGITECH INTL S A | $879,939 | 1.35% | 9,763 | Common | SOLE |
| 03938L203 | MT | ARCELORMITTAL SA LUXEMBOURG | $622,126 | 0.95% | 19,700 | Common | SOLE |
| 04016X101 | ARGX | ARGENX SE | $275,610 | 0.42% | 500 | Common | SOLE |
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.