Longbow Finance Sa Portfolio Holdings

Longbow Finance Sa

  • $937 Billion
  • Q2 2025

Longbow Finance Sa has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $937 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.9B, Microsoft Corp with a value of $66.4B, Apple Inc. with a value of $52.8B, Amazon Com Inc with a value of $44.2B, and Meta Platforms, Inc. with a value of $39.2B.

Examining the 13F form we can see an increase of $102B in the current position value, from $835B to 937B.

Longbow Finance Sa is based out at Lutry, V8

Below you can find more details about Longbow Finance Sa portfolio as well as his latest detailed transactions.

Portfolio value $937 Billion
Technology: $316 Billion
Financial Services: $147 Billion
Consumer Cyclical: $98.1 Billion
Communication Services: $89.9 Billion
Healthcare: $83.4 Billion
Industrials: $53.3 Billion
Consumer Defensive: $44.9 Billion
Energy: $42.7 Billion
Other: $43.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$77.9 Billion 8.31% of portfolio
492,842
Q2 2025 Added 1.13%
$3.95T
$66.4 Billion 7.09% of portfolio
133,484
Q2 2025 Added 9.42%
$3.69T
$52.8 Billion 5.64% of portfolio
257,419
Q2 2025 Added 19.24%
$2.26T
$44.2 Billion 4.72% of portfolio
201,526
Q2 2025 Reduced 13.07%
$1.78T
$39.2 Billion 4.19% of portfolio
53,156
Q2 2025 Reduced 9.6%
$1.24T
$36.8 Billion 3.92% of portfolio
207,210
Q2 2025 Reduced 29.5%
$442B
$28.2 Billion 3.01% of portfolio
261,418
Q2 2025 Added 101.09%
$859B
$25.1 Billion 2.67% of portfolio
86,408
Q1 2025 Reduced 17.68%
$127B
$21.5 Billion 2.29% of portfolio
77,856
Q2 2025 Reduced 50.03%
$61.1B
$19 Billion 2.03% of portfolio
59,360
Q2 2025 Added 399.71%
$621B
$18.5 Billion 1.97% of portfolio
38,055
Q2 2025 Reduced 23.27%
$351B
$18.3 Billion 1.96% of portfolio
98,843
Q2 2025 Added 61.46%
$306B
$16 Billion 1.7% of portfolio
225,533
Q2 2025 Reduced 29.89%
$608B
$14.8 Billion 1.58% of portfolio
18,953
Q2 2025 Reduced 38.21%
$59.7B
$14.6 Billion 1.55% of portfolio
494,957
Q2 2025 Added 63.56%
$551B
$14 Billion 1.49% of portfolio
39,359
Q2 2025 New
$162B
$13.6 Billion 1.45% of portfolio
74,411
Q2 2025 New
$218B
$12.7 Billion 1.35% of portfolio
32,687
Q2 2025 New
$254B
$12 Billion 1.28% of portfolio
16,963
Q2 2025 Added 36.0%
$185B
$11.7 Billion 1.25% of portfolio
137,515
Q2 2025 Reduced 26.81%
$94.7B
$11.6 Billion 1.24% of portfolio
15,812
Q2 2025 Added 94.47%
$124B
$11.5 Billion 1.22% of portfolio
37,168
Q2 2025 New
$155B
$10.7 Billion 1.15% of portfolio
87,026
Q2 2025 New
$66.5B
$10.6 Billion 1.13% of portfolio
107,359
Q2 2025 Reduced 13.81%
$40.9B
$9.92 Billion 1.06% of portfolio
93,306
Q2 2025 Added 24.12%
$60.2B
$9.94 Billion 1.06% of portfolio
229,227
Q2 2025 Added 339.04%
$302B
$9.8 Billion 1.05% of portfolio
122,371
Q2 2025 Reduced 5.75%
$52.5B
$9.78 Billion 1.04% of portfolio
47,781
Q2 2025 Added 91.7%
$169B
$9.77 Billion 1.04% of portfolio
17,971
Q2 2025 Reduced 8.77%
$306B
$9.58 Billion 1.02% of portfolio
37,212
Q2 2025 Reduced 18.57%
$142B
$9.42 Billion 1.0% of portfolio
35,286
Q2 2025 Added 10.33%
$76.4B
$9.05 Billion 0.97% of portfolio
58,895
Q2 2025 New
$227B
$9.02 Billion 0.96% of portfolio
28,273
Q2 2025 New
$405B
$8.88 Billion 0.95% of portfolio
24,217
Q2 2025 Added 161.07%
$75.9B
$8.82 Billion 0.94% of portfolio
2,376
Q2 2025 New
$282B
$8.8 Billion 0.94% of portfolio
61,981
Q2 2025 New
$73.8B
$8.64 Billion 0.92% of portfolio
35,019
Q2 2025 New
$548B
$8.6 Billion 0.92% of portfolio
15,309
Q2 2025 New
$222B
$8.14 Billion 0.87% of portfolio
27,852
Q2 2025 New
$545B
$7.7 Billion 0.82% of portfolio
5,748
Q2 2025 Reduced 64.76%
$150B
$7.62 Billion 0.81% of portfolio
68,767
Q2 2025 Added 15.81%
$38.3B
$7.59 Billion 0.81% of portfolio
45,203
Q2 2025 Reduced 34.55%
$17.7B
$7.57 Billion 0.81% of portfolio
98,310
Q2 2025 Reduced 40.91%
$87.2B
$7.46 Billion 0.8% of portfolio
38,500
Q2 2025 Reduced 55.57%
$439B
$7.48 Billion 0.8% of portfolio
7,551
Q1 2025 Reduced 17.68%
$23.4B
$7.23 Billion 0.77% of portfolio
144,876
Q2 2025 Added 17.69%
$293B
$7.18 Billion 0.77% of portfolio
103,512
Q2 2025 Reduced 20.84%
Ge Vernova Inc.
-
$7.17 Billion 0.76% of portfolio
-
Q2 2025 Added 20.75%
$75.1B
$7.02 Billion 0.75% of portfolio
37,705
Q2 2025 Reduced 29.14%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $937 Billion
  • Prior Value $835 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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