Altrafin AG

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Altrafin AG maintained a portfolio of 118 distinct positions. The most significant new addition to the portfolio was S&P GLOBAL INC, which now represents 3.19% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing their position by 1863.6%. The fund also reduced its exposure to PALANTIR TECHNOLOGIE by 97.0%.
PCA Score Concentration Risk
Risk ENB
Total Positions
118
Quarter
2026 Q1
Top Holding
GOOGL (11.7%)
Top 10 Concentration
60.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 118
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
GOOGL
ALPHABET INC
Communication Services 11.75% 6.32% #1
Prev: #1
9.0 112,523 1863.6%
P
S
118,561 $34,093,508 2025 Q4 13F Filing 2026-03-31 2026-04-14
MSFT
MICROSOFT CORP
Technology 9.56% 5.71% #2
Prev: #2
8.3 27,924 59.4%
P
S
74,926 $27,735,518 2025 Q4 13F Filing 2026-03-31 2026-04-14
AMZN
AMAZON COM INC
Consumer Cyclical 8.41% 3.23% #3 2
Prev: #5
7.4 114,564 4270.0%
P
S
117,247 $24,418,975 2025 Q4 13F Filing 2026-03-31 2026-04-14
MA
MASTERCARD INCO...
Financial Services 7.93% 1.38% #4 23
Prev: #27
6.7 35,483 335.1%
P
S
46,071 $23,019,613 2025 Q4 13F Filing 2026-03-31 2026-04-14
TSM
TAIWAN SEMICOND...
Technology 5.55% 2.63% #5 7
Prev: #12
2.7 -12,836 -21.2%
P
S
47,614 $16,091,217 2025 Q4 13F Filing 2026-03-31 2026-04-14
JPM
JPMORGAN CHASE ...
Financial Services 3.97% 3.50% #6 3
Prev: #3
1.6 -21,932 -35.9%
P
S
39,186 $11,526,954 2025 Q4 13F Filing 2026-03-31 2026-04-14
AAPL
APPLE INC
Technology 3.53% 2.67% #7 4
Prev: #11
1.9 -1,229 -3.0%
P
S
40,416 $10,257,177 2025 Q4 13F Filing 2026-03-31 2026-04-14
ICE
INTERCONTINENTA...
Financial Services 3.24% 2.68% #8 2
Prev: #10
3.3 5,643 10.4%
P
S
59,828 $9,409,748 2025 Q4 13F Filing 2026-03-31 2026-04-14
SPGI
S&P GLOBAL INC
Financial Services 3.19% #9
Prev: #—
4.8 21,777 no change
NEW
21,777 $9,262,488 2026 Q1 13F Filing 2026-03-31 2026-04-14
FTNT
FORTINET INC
Technology 2.90% 2.35% #10 5
Prev: #15
4.2 85,009 469.5%
P
S
103,115 $8,426,558 2025 Q4 13F Filing 2026-03-31 2026-04-14
CRWD
CROWDSTRIKE HLD...
Technology 2.84% 1.46% #11 14
Prev: #25
3.1 1,334 6.7%
P
S
21,123 $8,246,630 2025 Q4 13F Filing 2026-03-31 2026-04-14
NVDA
NVIDIA CORPORAT...
Technology 2.82% 1.05% #12 22
Prev: #34
4.1 37,034 373.9%
P
S
46,939 $8,186,190 2025 Q4 13F Filing 2026-03-31 2026-04-14
ACWI
ISHARES TR
ETF 2.74% #13
Prev: #—
4.6 57,500 no change
NEW
57,500 $7,956,275 2026 Q1 13F Filing 2026-03-31 2026-04-14
NFLX
NETFLIX INC.
ETF 2.64% #14
Prev: #—
4.6 79,808 no change
NEW
79,808 $7,673,513 2026 Q1 13F Filing 2026-03-31 2026-04-14
META
META PLATFORMS ...
Communication Services 2.38% 2.91% #15 9
Prev: #6
1.0 -11,837 -49.5%
P
S
12,060 $6,899,937 2025 Q4 13F Filing 2026-03-31 2026-04-14
NVO
NOVO-NORDISK A ...
Healthcare 2.21% 1.39% #16 10
Prev: #26
3.9 140,136 408.8%
P
S
174,413 $6,409,678 2025 Q4 13F Filing 2026-03-31 2026-04-14
LLY
ELI LILLY & CO
Healthcare 2.01% #17
Prev: #—
4.3 6,354 no change
NEW
6,354 $5,844,219 2026 Q1 13F Filing 2026-03-31 2026-04-14
N/A
SEA LTD
Bond/Debt 1.98% #18
Prev: #—
4.3 59,006 no change
NEW
59,006 $5,756,065 13F Filing 2026-03-31 2026-04-14
MCO
MOODYS CORP
Financial Services 1.91% #19
Prev: #—
4.3 12,675 no change
NEW
12,675 $5,529,469 2026 Q1 13F Filing 2026-03-31 2026-04-14
UNH
UNITEDHEALTH GR...
Healthcare 1.56% 0.55% #20 28
Prev: #48
3.6 13,665 451.9%
P
S
16,689 $4,515,882 2025 Q4 13F Filing 2026-03-31 2026-04-14
UBER
UBER TECHNOLOGI...
Technology 1.50% 0.08% #21 65
Prev: #86
3.6 55,249 1080.3%
P
S
60,363 $4,341,888 2025 Q4 13F Filing 2026-03-31 2026-04-14
PANW
PALO ALTO NETWO...
Technology 1.35% 0.12% #22 59
Prev: #81
3.5 23,806 3967.7%
P
S
24,406 $3,912,770 2025 Q4 13F Filing 2026-03-31 2026-04-14
MELI
MERCADOLIBRE IN...
Consumer Cyclical 1.28% 1.31% #23 6
Prev: #29
0.5 -540 -20.1%
P
S
2,144 $3,707,019 2025 Q4 13F Filing 2026-03-31 2026-04-14
GE
GE AEROSPACE
Industrials 1.20% 0.27% #24 44
Prev: #68
3.5 4,257 53.2%
P
S
12,257 $3,478,169 2025 Q4 13F Filing 2026-03-31 2026-04-14
N/A
UNITY SOFTWARE ...
Bond/Debt 1.12% #25
Prev: #—
3.9 33,500 no change
NEW
33,500 $3,261,996 13F Filing 2026-03-31 2026-04-14
AMD
ADVANCED MICRO ...
Technology 0.94% #26
Prev: #—
3.9 13,340 no change
NEW
13,340 $2,713,756 2026 Q1 13F Filing 2026-03-31 2026-04-14
FISV
FISERV INC
Unknown 0.89% 0.56% #27 20
Prev: #47
3.4 31,414 209.4%
P
S
46,414 $2,589,887 2025 Q4 13F Filing 2026-03-31 2026-04-14
SHEL
SHELL PLC
Energy 0.88% #28
Prev: #—
3.9 27,600 no change
NEW
27,600 $2,566,800 2026 Q1 13F Filing 2026-03-31 2026-04-14
VRT
VERTIV HOLDINGS...
Industrials 0.79% #29
Prev: #—
3.8 9,206 no change
NEW
9,206 $2,306,904 2026 Q1 13F Filing 2026-03-31 2026-04-14
EFX
EQUIFAX INC
Industrials 0.73% #30
Prev: #—
3.8 11,785 no change
NEW
11,785 $2,122,125 2026 Q1 13F Filing 2026-03-31 2026-04-14
BKNG
BOOKING HOLDING...
Consumer Cyclical 0.65% #31
Prev: #—
3.8 445 no change
NEW
445 $1,873,592 2026 Q1 13F Filing 2026-03-31 2026-04-14
CNI
CANADIAN NATL R...
Industrials 0.64% #32
Prev: #—
3.8 18,000 no change
NEW
18,000 $1,849,860 2026 Q1 13F Filing 2026-03-31 2026-04-14
NEE
NEXTERA ENERGY ...
Utilities 0.59% 1.77% #33 11
Prev: #22
0.2 -34,266 -65.1%
P
S
18,330 $1,702,490 2025 Q4 13F Filing 2026-03-31 2026-04-14
INTU
INTUIT
Technology 0.53% 0.12% #34 48
Prev: #82
3.2 3,059 611.8%
P
S
3,559 $1,538,840 2025 Q4 13F Filing 2026-03-31 2026-04-14
AVGO
BROADCOM INC
Technology 0.48% #35
Prev: #—
3.7 4,500 no change
NEW
4,500 $1,392,795 2026 Q1 13F Filing 2026-03-31 2026-04-14
FICO
FAIR ISAAC CORP
Technology 0.46% #36
Prev: #—
3.7 1,250 no change
NEW
1,250 $1,334,425 2026 Q1 13F Filing 2026-03-31 2026-04-14
NU
NU HLDGS LTD
Financial Services 0.35% #37
Prev: #—
3.6 70,000 no change
NEW
70,000 $1,005,900 2026 Q1 13F Filing 2026-03-31 2026-04-14
ASML
ASML HLDG NV
Technology 0.27% #38
Prev: #—
3.6 588 no change
NEW
588 $776,523 2026 Q1 13F Filing 2026-03-31 2026-04-14
SLRC
SLR INVESTMENT ...
Financial Services 0.25% #39
Prev: #—
3.6 50,852 no change
NEW
50,852 $727,692 2026 Q1 13F Filing 2026-03-31 2026-04-14
OKTA
OKTA INC
Technology 0.24% #40
Prev: #—
3.6 9,000 no change
NEW
9,000 $708,390 2026 Q1 13F Filing 2026-03-31 2026-04-14
RBRK
RUBRIK INC.
Technology 0.24% #41
Prev: #—
3.6 14,200 no change
NEW
14,200 $695,374 2026 Q1 13F Filing 2026-03-31 2026-04-14
SAIL
SAILPOINT INC
Technology 0.24% 1.59% #42 18
Prev: #24
0.1 -39,122 -42.9%
P
S
52,000 $688,480 2025 Q4 13F Filing 2026-03-31 2026-04-14
COST
COSTCO WHOLESAL...
Consumer Defensive 0.22% #43
Prev: #—
3.6 634 no change
NEW
634 $631,737 2026 Q1 13F Filing 2026-03-31 2026-04-14
N/A
AKAMAI TECHNOLO...
Bond/Debt 0.20% #44
Prev: #—
3.6 5,006 no change
NEW
5,006 $571,703 13F Filing 2026-03-31 2026-04-14
PEP
PEPSICO INC
Consumer Defensive 0.15% #45
Prev: #—
3.6 2,855 no change
NEW
2,855 $443,353 2026 Q1 13F Filing 2026-03-31 2026-04-14
TMO
THERMO FISHER S...
Healthcare 0.15% 0.62% #46 1
Prev: #45
0.1 -1,665 -64.9%
P
S
900 $442,377 2025 Q4 13F Filing 2026-03-31 2026-04-14
PLTR
PALANTIR TECHNO...
Technology 0.12% 0.51% #47 3
Prev: #50
0.0 -75,671 -97.0%
P
S
2,334 $341,352 2025 Q4 13F Filing 2026-03-31 2026-04-14
N/A
UPWORK INC
Bond/Debt 0.10% #48
Prev: #—
3.5 3,001 no change
NEW
3,001 $295,971 13F Filing 2026-03-31 2026-04-14
SNOW
SNOWFLAKE INC
Technology 0.09% #49
Prev: #—
3.5 1,640 no change
NEW
1,640 $247,345 2026 Q1 13F Filing 2026-03-31 2026-04-14
SE
SEA LTD
Consumer Cyclical 0.08% 0.53% #50 1
Prev: #49
0.0 -3,745 -57.1%
P
S
2,810 $232,696 2025 Q4 13F Filing 2026-03-31 2026-04-14
Showing 1-50 of 118 holdings

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