Bellecapital International Ltd.
Q2 2026 13F filing
Updated 50 days ago123 disclosed positions worth $625.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $38.1M | 106.8K | 6.10% | Trimmed(-12.0%) |
| 2 | A AMD ADVANCED MICRO DEVICES INC | $35.2M | 60.6K | 5.63% | Trimmed(-52.1%) |
| 3 | A AAPL APPLE INC | $33.2M | 114.6K | 5.30% | Trimmed(-3.2%) |
| 4 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $31.4M | 65.7K | 5.02% | Trimmed(-29.3%) |
| 5 | M MSFT MICROSOFT CORP | $30.2M | 80.9K | 4.83% | Added(+23.5%) |
| 6 | A ANET ARISTA NETWORKS INC | $27M | 158.9K | 4.32% | Trimmed(-0.0%) |
| 7 | M META META PLATFORMS INC | $25.3M | 44.9K | 4.04% | Added(+67.5%) |
| 8 | X XMTR XOMETRY INC | $24.6M | 254.9K | 3.93% | Trimmed(-15.0%) |
| 9 | S SHOP SHOPIFY INC | $24.4M | 213.7K | 3.90% | Added(+176.2%) |
| 10 | A ABBV ABBVIE INC | $19M | 75.6K | 3.04% | Added(+10.3%) |
| 11 | S SNPS SYNOPSYS INC | $19M | 42.6K | 3.04% | Added(+7.5%) |
| 12 | W WMT WALMART INC | $17.9M | 158.1K | 2.86% | Trimmed(-6.8%) |
| 13 | B BKNG BOOKING HOLDINGS INC | $17.4M | 97.4K | 2.78% | Added(+2756.4%) |
| 14 | C COST COSTCO WHOLESALE CORPORATION | $17.3M | 18.5K | 2.77% | Trimmed(-0.3%) |
| 15 | M MELI MERCADOLIBRE | $17.3M | 10.2K | 2.76% | Added(+10.0%) |
| 16 | R REGN REGENERON PHARMACEUTICALS | $17.2M | 27.6K | 2.75% | Added(+12.9%) |
| 17 | A AMZN AMAZON COM INC | $15.3M | 64.1K | 2.44% | Added(+0.1%) |
| 18 | B BXDIF BROOKFIELD CORP | $14.7M | 346.1K | 2.36% | — |
| 19 | R RACE FERRARI N V | $14.1M | 38.0K | 2.25% | — |
| 20 | F FAST FASTENAL CO | $13.8M | 287.6K | 2.21% | Added(+1.9%) |
| 21 | R RYAN RYAN SPECIALTY HOLDINGS INC | $11.5M | 304.1K | 1.84% | — |
| 22 | S SPGI S&P GLOBAL INC | $10.7M | 26.3K | 1.71% | Trimmed(-2.1%) |
| 23 | T TMO THERMO FISHER SCIENTIFIC INC | $9.4M | 18.8K | 1.51% | Added(+16.3%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $8.2M | 79.2K | 1.31% | Unchanged |
| 25 | G GLD SPDR GOLD TR | $8.1M | 22.0K | 1.29% | Added(+33.6%) |
| 26 | T TTE TOTALENERGIES SE | $6.7M | 85.9K | 1.07% | — |
| 27 | A AMRZ AMRIZE LTD | $6.3M | 118.7K | 1.00% | — |
| 28 | ? N/A AMERICAN CENTY ETF TR | $6.3M | 64.9K | 1.00% | Unchanged |
| 29 | N NVDA NVIDIA CORPORATION | $6.1M | 30.7K | 0.98% | Trimmed(-3.6%) |
| 30 | G GOOGN ALPHABET INC | $5.9M | 16.8K | 0.95% | Added(+104.9%) |
| 31 | M MO ALTRIA GROUP INC | $5.7M | 79.1K | 0.91% | Added(+2.6%) |
| 32 | L LOGI LOGITECH INTL S A | $5.5M | 58.5K | 0.88% | — |
| 33 | V VGES VANGUARD SCOTTSDALE FDS | $4.8M | 60.2K | 0.76% | Added(+7.7%) |
| 34 | P PFE PFIZER INC | $4.7M | 197.1K | 0.76% | Trimmed(-28.6%) |
| 35 | N NFLX NETFLIX INC. | $4.6M | 64.0K | 0.73% | Trimmed(-4.0%) |
| 36 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.3M | 8.6K | 0.69% | Trimmed(-24.4%) |
| 37 | I IBIT ISHARES BITCOIN TRUST ETF | $4.3M | 128.7K | 0.69% | Trimmed(-30.5%) |
| 38 | I IAU ISHARES GOLD TR | $4.1M | 54.5K | 0.66% | Added(+7.6%) |
| 39 | C CPRT COPART INC | $3.9M | 136.8K | 0.62% | Trimmed(-0.8%) |
| 40 | A ADP AUTOMATIC DATA PROCESSING IN | $3.5M | 15.8K | 0.56% | Added(+41.0%) |
| 41 | A AMAT APPLIED MATLS INC | $3.2M | 4.4K | 0.51% | Trimmed(-3.8%) |
| 42 | J JNJ JOHNSON & JOHNSON | $3M | 11.7K | 0.47% | Trimmed(-23.5%) |
| 43 | U UBS UBS GROUP AG | $2.5M | 51.2K | 0.41% | — |
| 44 | I ISRG INTUITIVE SURGICAL INC | $2.5M | 6.3K | 0.40% | Added(+13.4%) |
| 45 | K KO COCA COLA CO | $2.4M | 29.3K | 0.38% | Trimmed(-28.2%) |
| 46 | M MCD MCDONALDS CORP | $1.8M | 6.8K | 0.29% | Added(+10.1%) |
| 47 | F FWONB LIBERTY MEDIA CORP DEL | $1.7M | 17.6K | 0.27% | Trimmed(-0.8%) |
| 48 | P PSX PHILLIPS 66 | $1.5M | 9.1K | 0.25% | Trimmed(-3.2%) |
| 49 | P PDI PIMCO ETF TR | $1.5M | 16.0K | 0.24% | Unchanged |
| 50 | D DUK-PA DUKE ENERGY CORP NEW | $1.5M | 11.6K | 0.23% | Trimmed(-2.0%) |