Bank Julius Baer & Co. Ltd, Zurich

New 13F: Q3 2026

Bank Julius Baer & Co. Ltd, Zurich filed its 13F for the quarter ended Sep 30, 2026 on Oct 29, 2026: $19.9B in AI and semiconductor stocks; $851.0M bought and $1.2B sold against its previous quarter, at the quarter's prices.

• added to Microsoft (MSFT): +$243.2M at the quarter's price
• trimmed Applied Materials (AMAT): -$199.2M at the quarter's price
• trimmed Lam Research (LRCX): -$166.3M at the quarter's price
• trimmed NVIDIA (NVDA): -$145.2M at the quarter's price
• trimmed Palo Alto Networks (PANW): -$123.1M at the quarter's price
• trimmed Cisco (CSCO): -$112.7M at the quarter's price
• added to TSMC (TSM): +$110.7M at the quarter's price
• added to Broadcom (AVGO): +$110.2M at the quarter's price
• trimmed Teradyne (TER): -$97.0M at the quarter's price
• added to ServiceNow (NOW): +$95.8M at the quarter's price

Bank Julius Baer & Co. Ltd, Zurich declares $19.8B in 108 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 51.3% of its $38.6B 13F portfolio. Largest positions: Alphabet (0.05% of the company) and NVIDIA (0.04% of the company). Over time: $19.8B in 108 of these companies for Q2 2026, against $1.0B in 53 for Q1 2020 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $3.2B and sold $1.3B of these stocks, at the quarter's prices: a net purchase of $2.0B; 6 new positions and 1 sold out.

Performance of its AI picks

The AI-stock portfolio Bank Julius Baer & Co. Ltd, Zurich declared for Q2 2026 (Form 13F), held unchanged, returned +2.0% in Q3 2026 (SMH -7.1%), ranked 1141 of 1,785 active managers. Over the last 12 months, quarter after quarter: +25.3% (SMH +87.2%), ranked 912 of 1,360 active managers. Over three years, quarter after quarter: +146.4% (SMH +325.8%), ranked 400 of 784 active managers. Over five years, quarter after quarter: +153.0% (SMH +389.8%), ranked 302 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Alphabet (GOOGL): $2.3B, 6.4M shares, 0.05% of the company, 5.9% of its portfolio (trimmed this quarter); held since Q1 2020
2. NVIDIA (NVDA): $2.0B, 10.0M shares, 0.04% of the company, 5.1% of its portfolio (added this quarter); held since Q1 2020
3. Microsoft (MSFT): $1.8B, 4.7M shares, 0.06% of the company, 4.6% of its portfolio (added this quarter); held since Q1 2020
4. Apple (AAPL): $1.6B, 5.7M shares, 0.04% of the company, 4.2% of its portfolio (added this quarter); held since Q1 2020
5. Meta Platforms (META): $1.2B, 2.2M shares, 0.08% of the company, 3.1% of its portfolio (added this quarter); held since Q1 2020
6. Broadcom (AVGO): $1.1B, 3.0M shares, 0.06% of the company, 2.9% of its portfolio (added this quarter); held since Q1 2020
7. Applied Materials (AMAT): $1.1B, 1.5M shares, 0.19% of the company, 2.8% of its portfolio (added this quarter); held since Q1 2020
8. Lam Research (LRCX): $927.2M, 2.2M shares, 0.17% of the company, 2.4% of its portfolio (trimmed this quarter); held since Q1 2020
9. Amazon (AMZN): $885.7M, 3.7M shares, 0.03% of the company, 2.3% of its portfolio (trimmed this quarter); held since Q1 2020
10. Cisco (CSCO): $692.0M, 5.9M shares, 0.15% of the company, 1.8% of its portfolio (trimmed this quarter); held since Q1 2020
11. Caterpillar (CAT): $646.5M, 610,219 shares, 0.13% of the company, 1.7% of its portfolio (trimmed this quarter); held since Q1 2020
12. KLA (KLAC): $520.4M, 1.8M shares, 0.13% of the company, 1.3% of its portfolio (added this quarter); held since Q4 2020
13. TSMC (TSM): $458.3M, 967,683 shares, 0.02% of the company, 1.2% of its portfolio (added this quarter); held since Q4 2023
14. Eaton (ETN): $327.6M, 775,555 shares, 0.20% of the company, 0.85% of its portfolio (added this quarter); held since Q4 2022
15. Amphenol (APH): $322.5M, 3.7M shares, 0.15% of the company, 0.84% of its portfolio (added this quarter); held since Q1 2020

By sector

• Cloud & AI giants: $7.8B, 39% of its AI holdings, 5 companies
• Chips & compute: $4.2B, 21% of its AI holdings, 18 companies
• Equipment & test: $2.8B, 14% of its AI holdings, 10 companies
• Power, electrical & cooling: $1.8B, 9% of its AI holdings, 24 companies
• Interconnect: $1.3B, 7% of its AI holdings, 8 companies
• AI software: $938.4M, 5% of its AI holdings, 20 companies
• Memory & storage: $496.2M, 3% of its AI holdings, 5 companies
• Servers & systems: $282.0M, 1% of its AI holdings, 5 companies
• Optics: $129.8M, 1% of its AI holdings, 4 companies
• Neoclouds & data centers: $34.1M, 0% of its AI holdings, 9 companies

Biggest changes this quarter

• added to Broadcom (AVGO): +$642.2M at the quarter's price
• trimmed Alphabet (GOOGL): -$311.5M at the quarter's price
• added to Meta Platforms (META): +$292.3M at the quarter's price
• added to TSMC (TSM): +$236.3M at the quarter's price
• added to Applied Materials (AMAT): +$229.8M at the quarter's price
• trimmed IBM (IBM): -$200.4M at the quarter's price
• trimmed Analog Devices (ADI): -$199.0M at the quarter's price
• added to Western Digital (WDC): +$191.6M at the quarter's price
• trimmed Dell (DELL): -$187.5M at the quarter's price
• added to Microsoft (MSFT): +$171.5M at the quarter's price

Other holders of this size

• Point72: $19.6B in 128 of these companies
• Chevy Chase Trust Holdings, LLC: $19.8B in 98 of these companies
• Baird Financial Group, Inc.: $19.6B in 147 of these companies
• Cerity Partners LLC: $19.9B in 190 of these companies
• Allspring Global Investments Holdings, LLC: $19.5B in 168 of these companies
• STOREBRAND ASSET MANAGEMENT AS: $20.0B in 107 of these companies
• Situational Awareness LP: $19.5B in 18 of these companies
• Grantham, Mayo, Van Otterloo & Co. LLC: $20.0B in 71 of these companies

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