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Banque Transatlantique SA

Q4 2025 · 13F-HR

Banque Transatlantique SAholdings as filed

Filed 2026-02-13 · accession 0002056095-26-000001

$4.13B
Reported value
259
Positions
2025-12-31
Period end
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The Brief · Banque Transatlantique SA · Q4 2025

AI · grounded in 13F

Banque Transatlantique SA increased its position in BKNG by 44,175%. The fund also accumulated shares of MU and TSM, while adding 69 new positions to its portfolio. Conversely, the fund trimmed several holdings, most notably reducing its stake in PLTR by 81.83% and TMO by 50.35%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$519.0M12.6%1,074,212CommonSHARED
67066G104NVDANVIDIA CORPORATION$492.5M11.9%2,639,160CommonSHARED
023135106AMZNAMAZON COM INC$372.8M9.03%1,611,435CommonSHARED
037833100AAPLAPPLE INC$269.5M6.53%993,167CommonNONE
02079K107GOOGALPHABET INC$258.8M6.27%821,891CommonNONE
02079K305GOOGLALPHABET INC$198.6M4.81%632,061CommonSHARED
92826C839VVISA INC$185.6M4.50%529,982CommonSHARED
22160K105COSTCOSTCO WHSL CORP NEW$183.6M4.45%211,962CommonSHARED
931142103WMTWALMART INC$142.8M3.46%1,277,890CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$115.5M2.80%1,211,331CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$85.9M2.08%151,383CommonSHARED
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$77.5M1.88%253,294CommonSHARED
532457108LLYELI LILLY & CO$75.0M1.82%69,700CommonNONE
697435105PANWPALO ALTO NETWORKS INC$62.8M1.52%340,085CommonNONE
863667101SYKSTRYKER CORPORATION$62.0M1.50%176,367CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$57.2M1.39%625,744CommonSHARED
437076102HDHOME DEPOT INC$54.8M1.33%158,178CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$50.0M1.21%130,489CommonSHARED
11135F101AVGOBROADCOM INC$45.0M1.09%129,801CommonNONE
871607107SNPSSYNOPSYS INC$44.9M1.09%94,857CommonSHARED
235851102DHRDANAHER CORPORATION$39.9M0.97%173,803CommonSHARED
G25508105CRHCRH PLC$39.6M0.96%318,068CommonSHARED
09857L108BKNGBOOKING HOLDINGS INC$37.9M0.92%7,084CommonNONE
443201108HWMHOWMET AEROSPACE INC$36.7M0.89%178,434CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$32.7M0.79%56,282CommonNONE
244199105DEDEERE & CO$32.3M0.78%69,062CommonSHARED
040413205ANETARISTA NETWORKS INC$29.9M0.72%228,915CommonSHARED
595112103MUMICRON TECHNOLOGY INC$29.1M0.70%101,778CommonNONE
482480100KLACKLA CORP$28.8M0.70%23,545CommonNONE
580135101MCDMCDONALDS CORP$28.4M0.69%92,891CommonSHARED
G29183103ETNEATON CORP PLC$27.6M0.67%85,899CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$26.8M0.65%83,267CommonNONE
G54950103LINLINDE PLC$26.2M0.63%60,953CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$25.6M0.62%65,522CommonNONE
30303M102METAMETA PLATFORMS INC$24.8M0.60%37,600CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$24.8M0.60%115,464CommonNONE
042068205ARMARM HOLDINGS PLC$22.8M0.55%208,038CommonNONE
98978V103ZTSZOETIS INC$22.2M0.54%176,793CommonSHARED
136375102CNICANADIAN NATL RY CO$16.1M0.39%163,025CommonSHARED
478160104JNJJOHNSON & JOHNSON$15.7M0.38%76,009CommonNONE
79466L302CRMSALESFORCE INC$15.6M0.38%59,398CommonNONE
45687V106IRINGERSOLL RAND INC$14.3M0.35%180,200CommonNONE
30231G102XOMEXXON MOBIL CORP$13.1M0.32%108,340CommonNONE
N3167Y103RACEFERRARI N V$11.4M0.28%30,486CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$10.5M0.25%142,830CommonNONE
025816109AXPAMERICAN EXPRESS CO$9.8M0.24%26,652CommonNONE
147528103CASYCASEYS GEN STORES INC$9.2M0.22%16,579CommonNONE
36828A101GEVGE VERNOVA INC$5.9M0.14%8,973CommonNONE
00724F101ADBEADOBE INC$5.7M0.14%16,814CommonNONE
191216100KOCOCA COLA CO$5.2M0.13%74,588CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$4.7M0.11%44,922CommonNONE
773903109ROKROCKWELL AUTOMATION INC$4.7M0.11%11,878CommonNONE
81762P102NOWSERVICENOW INC$4.4M0.11%28,735CommonNONE
149123101CATCATERPILLAR INC$4.4M0.11%7,674CommonNONE
053332102AZOAUTOZONE INC$3.8M0.09%1,102CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$3.5M0.08%19,572CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$3.1M0.08%11,672CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.1M0.07%9,843CommonNONE
833445109SNOWSNOWFLAKE INC$3.1M0.07%13,958CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$3.0M0.07%20,615CommonNONE
45168D104IDXXIDEXX LABS INC$3.0M0.07%4,430CommonNONE
17275R102CSCOCISCO SYS INC$2.8M0.07%35,736CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$2.7M0.06%31,301CommonNONE
075887109BDXBECTON DICKINSON & CO$2.6M0.06%13,543CommonNONE
060505104BACBANK AMERICA CORP$2.5M0.06%45,534CommonNONE
553368101MPMP MATERIALS CORP$2.4M0.06%48,000CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.3M0.06%7,912CommonNONE
002824100ABTABBOTT LABS$2.3M0.06%18,151CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.3M0.05%14,132CommonNONE
369604301GEGE AEROSPACE$2.1M0.05%6,874CommonNONE
58933Y105MRKMERCK & CO INC$2.0M0.05%18,828CommonNONE
384747101GRALGRAIL INC$2.0M0.05%23,000CommonNONE
69370C100PTCPTC INC$1.9M0.05%10,750CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.8M0.04%12,523CommonNONE
75513E101RTXRTX CORPORATION$1.8M0.04%9,609CommonNONE
770700102HOODROBINHOOD MKTS INC$1.7M0.04%15,000CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.7M0.04%3,341CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$1.5M0.04%4,147CommonNONE
58733R102MELIMERCADOLIBRE INC$1.3M0.03%655CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.3M0.03%5,096CommonNONE
88160R101TSLATESLA INC$1.0M0.03%2,293CommonNONE
N14506104ESTCELASTIC N V$953,8580.02%12,650CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$792,1190.02%14,993CommonNONE
171779309CIENCIENA CORP$692,1790.02%2,957CommonNONE
45337C102INCYINCYTE CORP$688,8520.02%6,968CommonNONE
336433107FSLRFIRST SOLAR INC$653,6660.02%2,500CommonNONE
57636Q104MAMASTERCARD INCORPORATED$647,3690.02%1,134CommonNONE
60770K107MRNAMODERNA INC$618,9920.02%20,418CommonNONE
038222105AMATAPPLIED MATLS INC$612,7040.01%2,382CommonNONE
717081103PFEPFIZER INC$574,5410.01%23,065CommonNONE
68389X105ORCLORACLE CORP$552,1060.01%2,832CommonNONE
92338C103VLTOVERALTO CORP$550,9200.01%5,522CommonNONE
06849F108BBARRICK MNG CORP$532,2020.01%12,225CommonNONE
199908104FIXCOMFORT SYS USA INC$528,7200.01%566CommonNONE
136385101CNQCANADIAN NAT RES LTD$508,7350.01%15,000CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$506,4710.01%3,963CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$444,2000.01%5,086CommonNONE
02209S103MOALTRIA GROUP INC$441,4410.01%7,657CommonNONE
031162100AMGNAMGEN INC$435,5160.01%1,331CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$435,4740.01%635CommonNONE
90384S303ULTAULTA BEAUTY INC$434,7900.01%718CommonNONE
464287234EEMISHARES TR$430,5730.01%7,656CommonNONE
256677105DGDOLLAR GEN CORP NEW$422,0170.01%3,179CommonNONE
651639106NEMNEWMONT CORP$410,3260.01%4,110CommonNONE
88579Y101MMM3M CO$408,1980.01%2,550CommonNONE
824348106SHWSHERWIN WILLIAMS CO$362,8630.01%1,120CommonNONE
518439104ELLAUDER ESTEE COS INC$343,0550.01%3,126CommonNONE
29444U700EQIXEQUINIX INC$331,2600.01%432CommonNONE
46090E103QQQINVESCO QQQ TR$288,1660.01%470CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$284,5580.01%903CommonNONE
464287655IWMISHARES TR$256,9900.01%1,033CommonNONE
806857108SLBSLB LIMITED$248,7830.01%6,483CommonNONE
617446448MSMORGAN STANLEY$248,1520.01%1,398CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$244,2600.01%539CommonNONE
166764100CVXCHEVRON CORP NEW$239,2500.01%1,570CommonNONE
N07059210ASMLASML HOLDING N V$229,9900.01%212CommonNONE
922908363VOOVANGUARD INDEX FDS$229,3300.01%365CommonNONE
H42097107UBSUBS GROUP AG$225,9750.01%4,847CommonNONE
78409V104SPGIS&P GLOBAL INC$212,7540.01%415CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$204,6620.00%1,061CommonNONE
74340W103PLDPROLOGIS INC.$201,8850.00%1,580CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$195,9620.00%254CommonNONE
929740108WABWABTEC$191,6250.00%898CommonNONE
922475108VEEVVEEVA SYS INC$191,0660.00%860CommonNONE
00287Y109ABBVABBVIE INC$184,2450.00%808CommonNONE
09260D107BXBLACKSTONE INC$182,8630.00%1,180CommonNONE
609207105MDLZMONDELEZ INTL INC$180,5210.00%3,354CommonNONE
94106L109WMWASTE MGMT INC DEL$170,2510.00%775CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$167,2970.00%2,040CommonNONE
58155Q103MCKMCKESSON CORP$163,9820.00%200CommonNONE
09290D101BLKBLACKROCK INC$155,6260.00%145CommonNONE
458140100INTCINTEL CORP$152,5600.00%4,135CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$140,5830.00%426CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$140,1820.00%690CommonNONE
009066101ABNBAIRBNB INC$133,0100.00%1,000CommonNONE
49271V100KDPKEURIG DR PEPPER INC$128,4020.00%4,580CommonNONE
052769106ADSKAUTODESK INC$120,2110.00%412CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$116,1860.00%4,900CommonNONE
82509L107SHOPSHOPIFY INC$115,2760.00%715CommonNONE
254687106DISDISNEY WALT CO$112,1370.00%985CommonNONE
855244109SBUXSTARBUCKS CORP$111,8990.00%1,329CommonNONE
47215P106JDJD.COM INC$111,3710.00%3,877CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$107,5480.00%405CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$107,0280.00%1,534CommonNONE
46432F859ISTBISHARES TR$103,6640.00%2,126CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$101,9170.00%1,751CommonNONE
98419M100XYLXYLEM INC$98,4710.00%723CommonNONE
64110L106NFLXNETFLIX INC$94,2880.00%1,010CommonNONE
351858105FNVFRANCO NEV CORP$77,8340.00%375CommonNONE
172967424CCITIGROUP INC$77,3920.00%652CommonNONE
714046109RVTYREVVITY INC$74,9710.00%775CommonNONE
46429B598INDAISHARES TR$70,7770.00%1,297CommonNONE
02156V109OKLOOKLO INC$70,6740.00%985CommonNONE
767204100RIORIO TINTO PLC$69,2160.00%865CommonNONE
23804L103DDOGDATADOG INC$67,9860.00%500CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$67,4410.00%460CommonNONE
46434G822EWJISHARES INC$65,1450.00%801CommonNONE
422806109HEIHEICO CORP NEW$59,8560.00%185CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$54,4200.00%400CommonNONE
773121108RKLBROCKET LAB CORP$52,3130.00%750CommonNONE
093712107BEBLOOM ENERGY CORP$50,3320.00%510CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$49,6010.00%920CommonNONE
670100205NVONOVO-NORDISK A S$48,1240.00%945CommonNONE
92189F643MOATVANECK ETF TRUST$46,2730.00%447CommonNONE
00214Q104ARKKARK ETF TR$45,4360.00%586CommonNONE
097023105BABOEING CO$44,5030.00%205CommonNONE
252131107DXCMDEXCOM INC$44,4550.00%670CommonNONE
26740W109QBTSD-WAVE QUANTUM INC$43,1410.00%1,650CommonNONE
55261F104MTBM & T BK CORP$40,3320.00%200CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO S$40,3210.00%399CommonNONE
464287176TIPISHARES TR$38,4510.00%350CommonNONE
046353108AZNNASTRAZENECA PLC$36,9510.00%402CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$33,9870.00%400CommonNONE
00214Q708ARKFARK ETF TR$31,4990.00%655CommonNONE
70975L107PENPENUMBRA INC$31,0870.00%100CommonNONE
747525103QCOMQUALCOMM INC$28,3900.00%166CommonNONE
911363109URIUNITED RENTALS INC$27,5130.00%34CommonNONE
032654105ADIANALOG DEVICES INC$24,9470.00%92CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$24,4350.00%600CommonNONE
278865100ECLECOLAB INC$24,1480.00%92CommonNONE
929160109VMCVULCAN MATLS CO$23,1000.00%81CommonNONE
539830109LMTLOCKHEED MARTIN CORP$22,7290.00%47CommonNONE
760759100RSGREPUBLIC SVCS INC$22,6730.00%107CommonNONE
74762E102QUREQUANTA SVCS INC$21,9440.00%52CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$20,8770.00%160CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$20,7530.00%180CommonNONE
98954M200ZZILLOW GROUP INC$20,4630.00%300CommonNONE
893641100TDGTRANSDIGM GROUP INC$19,9450.00%15CommonNONE
74766W108QUBTQUANTUM COMPUTING INC$18,9780.00%1,850CommonNONE
338307101FIVNFIVE9 INC$18,0420.00%900CommonNONE
83444M101SOLVSOLVENTUM CORP$17,8270.00%225CommonNONE
65340P106NXENEXGEN ENERGY LTD$17,2760.00%1,875CommonNONE
194162103CLCOLGATE PALMOLIVE CO$15,8020.00%200CommonNONE
34959J108FTVFORTIVE CORP$15,1810.00%275CommonNONE
31488V107FERGFERGUSON ENTERPRISES INC$15,1370.00%68CommonNONE
907818108UNPUNION PAC CORP$15,0340.00%65CommonNONE
03076C106AMPAMERIPRISE FINL INC$14,7080.00%30CommonNONE
22052L104CTVACORTEVA INC$14,2750.00%213CommonNONE
29355A107ENPHENPHASE ENERGY INC$13,2390.00%413CommonNONE
433000106HIMSHIMS & HERS HEALTH INC$12,9860.00%400CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$12,6630.00%155CommonNONE
704326107PAYXPAYCHEX INC$11,2160.00%100CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$11,0440.00%400CommonNONE
74743L100QQNITY ELECTRONICS INC$10,6130.00%130CommonNONE
26614N102DDDUPONT DE NEMOURS INC$10,4910.00%261CommonNONE
46222L108IONQIONQ INC$10,0940.00%225CommonNONE
11285B108BEPCBROOKFIELD RENEWABLE CORP$9,9480.00%259CommonNONE
64119N608NTSKNETSKOPE INC$9,6460.00%550CommonNONE
00214Q302ARKGARK ETF TR$9,5130.00%326CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$9,3690.00%68CommonNONE
20825C104COPCONOCOPHILLIPS$9,3600.00%100CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$9,2490.00%250CommonNONE
852312305STAASTAAR SURGICAL CO$9,1190.00%395CommonNONE
594972408MSTRSTRATEGY INC$9,1160.00%60CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$8,1510.00%48CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$6,8420.00%12CommonNONE
452327109ILMNILLUMINA INC$6,8190.00%52CommonNONE
30212P303EXPEEXPEDIA GROUP INC$6,7980.00%24CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$6,0820.00%73CommonNONE
50155Q100KDKYNDRYL HLDGS INC$5,9150.00%222CommonNONE
260557103DOWDOW INC$5,7040.00%244CommonNONE
172573107CRCLCIRCLE INTERNET GROUP INC$5,5500.00%70CommonNONE
032095101APHAMPHENOL CORP NEW$5,2700.00%39CommonNONE
031100100AMEAMETEK INC$5,1320.00%25CommonNONE
19260Q107COINCOINBASE GLOBAL INC$4,7480.00%21CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$4,6870.00%10CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$4,5280.00%29CommonNONE
654106103NKENIKE INC$4,4590.00%70CommonNONE
31428X106FDXFEDEX CORP$4,3320.00%15CommonNONE
750940108RALRALLIANT CORP$4,1740.00%82CommonNONE
15101Q207CLSCELESTICA INC$4,1470.00%14CommonNONE
75629V104RXRXRECURSION PHARMACEUTICALS IN$3,7790.00%924CommonNONE
49177J102KVUEKENVUE INC$3,4810.00%201CommonNONE
046513206ATRAATARA BIOTHERAPEUTICS INC$3,1830.00%176CommonNONE
90184D100TWSTTWIST BIOSCIENCE CORP$3,1720.00%100CommonNONE
36467W109GMEGAMESTOP CORP NEW$2,9900.00%145CommonNONE
046433108ATROASTRONICS CORP$2,7120.00%50CommonNONE
45073V108ITTITT INC$2,6020.00%15CommonNONE
21217B100CTNMCONTINEUM THERAPEUTICS INC$2,5140.00%220CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$2,3000.00%30CommonNONE
20030N101CMCSACOMCAST CORP NEW$2,1520.00%72CommonNONE
29082K105EMBCEMBECTA CORP$1,9720.00%166CommonNONE
88339J105TTDTHE TRADE DESK INC$1,8980.00%50CommonNONE
058586108BLDPBALLARD PWR SYS INC NEW$1,7820.00%665CommonNONE
428291108HXLHEXCEL CORP NEW$1,5520.00%21CommonNONE
253868103DLRDIGITAL RLTY TR INC$1,5470.00%10CommonNONE
48138M105JMIAJUMIA TECHNOLOGIES AG$1,3740.00%110CommonNONE
38149E101GLDGGOLDMINING INC$1,2550.00%1,000CommonNONE
87918A105TDOCTELADOC HEALTH INC$1,1200.00%160CommonNONE
72919P202PLUGPLUG POWER INC$1,0930.00%490CommonNONE
050734201AEYEAUDIOEYE INC$9990.00%100CommonNONE
29664W105ESPRESPERION THERAPEUTICS INC NE$9620.00%260CommonNONE
670002401NVAXNOVAVAX INC$8060.00%120CommonNONE
68622V106OGNORGANON & CO$7960.00%111CommonNONE
928881101VNTVONTIER CORPORATION$7430.00%20CommonNONE
76954A103RIVNRIVIAN AUTOMOTIVE INC$3350.00%17CommonNONE
69047Q102OVVOVINTIV INC$780.00%2CommonNONE
740294400POCIPRECISION OPTICS CORP INC MA$420.00%10CommonNONE
496902404KGCKINROSS GOLD CORP$280.00%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.