UBS Group AG

ZURICH, V8 · CIK 1610520 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityUBS Group AG (CH)

Other 13F filers in this group: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $550.1bn, UBS (Monaco) S.A. files a notice, UBS AG files a notice, UBS BRASIL ADMINISTRADORA DE VALORES MOBILIARIOS LTDA. files a notice, UBS EUROPE SE files a notice, UBS SuMi TRUST Wealth Management Co., Ltd. files a notice, UBS Switzerland AG files a notice, CREDIT SUISSE INTERNATIONAL last filed Q4 2025, Credit Suisse Securities (USA) LLC last filed Q1 2025, Credit Suisse Securities (USA) LLC last filed Q4 2024

1 more

Credit Suisse Management LLC last filed Q3 2022

$629.2bn reported value +11.6% vs Q1 2026

9,044positions

16.1%in top 10

1,168 new 3,811 added 3,797 reduced 1,236 sold out vs Q1 2026

Options: 771 call positions ($97.1bn notional), 592 put positions ($59.7bn notional) – listed below, not included above.

This report includes the holdings of 9 other managers that share the investment decisions:

UBS (Monaco) S.A. – reports through this filing
UBS AG – reports through this filing
UBS BRASIL ADMINISTRADORA DE VALORES MOBILIARIOS LTDA. – reports through this filing
UBS Bank (Canada) – reports through this filing
UBS EUROPE SE – reports through this filing
UBS FINANCIAL SERVICES INC – reports through this filing
UBS La Maison de Gestion – reports through this filing
UBS SuMi TRUST Wealth Management Co., Ltd. – reports through this filing

1 more

UBS Switzerland AG – reports through this filing

Also in the report of:

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC – $85.8bn of shares are in both reports
Dorsey & Whitney Trust CO LLC – $10.2m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	83,070,573	$16.6bn2.64%	2.64%	Reduced -101.7k	-101,651 -0.1%
2	APPLE INC COM AAPL	AAPL	51,802,076	$15.0bn2.38%	2.38%	Added +1.8m	+1,786,415 3.6%
3	MICROSOFT CORP COM MSFT	MSFT	35,883,844	$13.4bn2.13%	2.13%	Added +2.8m	+2,849,188 8.6%
4	BROADCOM INC COM AVGO	AVGO	25,139,967	$9.5bn1.51%	1.51%	Added +495.0k	+495,048 2.0%
5	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	12,268,155	$9.2bn1.46%	1.46%	Reduced -33.9k	-33,929 -0.3%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	25,323,537	$9.0bn1.44%	1.44%	Added +1.2m	+1,168,052 4.8%
7	AMAZON COM INC COM AMZN	AMZN	34,232,599	$8.2bn1.30%	1.30%	Reduced -175.4k	-175,352 -0.5%
8	MICRON TECHNOLOGY INC COM MU	MU	6,091,903	$7.0bn1.12%	1.12%	Added +43.0k	+42,983 0.7%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	19,222,797	$6.8bn1.08%	1.08%	Added +696.5k	+696,524 3.8%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	69,612,813	$6.7bn1.07%	1.07%	Added +279.8k	+279,802 0.4%
11	JPMORGAN CHASE & CO COM JPM	JPM	18,807,767	$6.2bn0.98%	0.98%	Reduced -304.0k	-303,983 -1.6%
12	UBS GROUP AG SHS UBS	UBS	107,137,265	$5.3bn0.84%	0.84%	Added +247.1k	+247,083 0.2%
13	META PLATFORMS INC CL A META	META	8,543,093	$4.8bn0.76%	0.76%	Reduced -698.6k	-698,641 -7.6%
14	ELI LILLY & CO COM LLY	LLY	3,865,931	$4.6bn0.74%	0.74%	Reduced -177.6k	-177,637 -4.4%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	9,567,964	$4.6bn0.73%	0.73%	Reduced -1.4m	-1,439,233 -13.1%
16	VANGUARD INDEX FDS MID CAP ETF VO	VO	55,523,351	$4.5bn0.71%	0.71%	Added +1.9m	+1,927,087 3.6%
17	VISA INC COM CL A V	V	12,696,659	$4.4bn0.69%	0.69%	Added +648.5k	+648,489 5.4%
18	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	5,688,712	$4.2bn0.67%	0.67%	Reduced -431.2k	-431,151 -7.0%
19	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	29,798,193	$3.8bn0.61%	0.61%	Added +974.7k	+974,658 3.4%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	6,154,993	$3.6bn0.57%	0.57%	Reduced -1.7m	-1,661,770 -21.3%
21	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	33,203,874	$3.5bn0.56%	0.56%	Added +1.9m	+1,892,723 6.0%
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	7,688,281	$3.3bn0.53%	0.53%	Added +1.2m	+1,161,848 17.8%
23	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,773,701	$3.3bn0.52%	0.52%	Added +93.2k	+93,187 2.0%
24	CISCO SYS INC COM CSCO	CSCO	27,793,346	$3.3bn0.52%	0.52%	Reduced -4.2m	-4,222,961 -13.2%
25	ABBVIE INC COM ABBV	ABBV	12,845,120	$3.2bn0.51%	0.51%	Reduced -1.2m	-1,206,076 -8.6%
26	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	36,061,562	$3.1bn0.49%	0.49%	Reduced -351.2k	-351,154 -1.0%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	37,283,050	$3.1bn0.49%	0.49%	Reduced -363.2k	-363,217 -1.0%
28	ISHARES TR USD INV GRDE ETF USIG	USIG	58,744,213	$3.0bn0.48%	0.48%	Added +2.7m	+2,664,263 4.8%
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	13,657,773	$3.0bn0.47%	0.47%	Added +154.6k	+154,578 1.1%
30	JOHNSON & JOHNSON COM JNJ	JNJ	11,036,891	$2.8bn0.45%	0.45%	Added +827.6k	+827,564 8.1%
31	ISHARES TR CORE S&P500 ETF IVV	IVV	3,653,598	$2.7bn0.43%	0.43%	Reduced -1.0m	-1,028,320 -22.0%
32	INTEL CORP COM INTC	INTC	19,502,935	$2.7bn0.43%	0.43%	Reduced -7.8m	-7,758,314 -28.5%
33	APPLIED MATLS INC COM AMAT	AMAT	3,718,754	$2.7bn0.43%	0.43%	Added +502.9k	+502,899 15.6%
34	SPDR GOLD TR GOLD SHS GLD	GLD	7,097,437	$2.6bn0.42%	0.42%	Added +513.8k	+513,779 7.8%
35	WALMART INC COM WMT	WMT	22,447,440	$2.5bn0.40%	0.40%	Added +2.4m	+2,390,316 11.9%
36	COSTCO WHSL CORP NEW COM COST	COST	2,675,980	$2.5bn0.40%	0.40%	Added +195.6k	+195,593 7.9%
37	TESLA INC COM TSLA	TSLA	5,723,603	$2.4bn0.38%	0.38%	Added +251.3k	+251,339 4.6%
38	ISHARES TR RUS 1000 GRW ETF IWF	IWF	18,729,649	$2.3bn0.37%	0.37%	Reduced -555.6k	-555,619 -2.9%
39	PALO ALTO NETWORKS INC COM PANW	PANW	6,758,096	$2.3bn0.37%	0.37%	Reduced -1.5m	-1,497,256 -18.1%
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	11,901,128	$2.3bn0.36%	0.36%	Reduced -322.8k	-322,755 -2.6%
41	TEXAS INSTRS INC COM TXN	TXN	7,514,305	$2.2bn0.36%	0.36%	Reduced -1.1m	-1,130,783 -13.1%
42	HOME DEPOT INC COM HD	HD	6,350,453	$2.2bn0.36%	0.36%	Reduced -874.8k	-874,803 -12.1%
43	EATON CORP PLC SHS ETN	ETN	5,243,158	$2.2bn0.36%	0.36%	Added +388.0k	+387,985 8.0%
44	GE VERNOVA INC COM GEV	GEV	1,889,093	$2.2bn0.35%	0.35%	Added +304.6k	+304,603 19.2%
45	COCA COLA CO COM KO	KO	27,146,359	$2.2bn0.35%	0.35%	Reduced -1.9m	-1,854,348 -6.4%
46	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	30,895,904	$2.2bn0.35%	0.35%	Added +230.5k	+230,513 0.8%
47	MORGAN STANLEY COM NEW MS	MS	10,529,270	$2.2bn0.35%	0.35%	Reduced -1.4m	-1,394,068 -11.7%
48	GOLDMAN SACHS GROUP INC COM GS	GS	2,052,126	$2.1bn0.33%	0.33%	Added +57.0k	+57,037 2.9%
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,139,212	$2.1bn0.33%	0.33%	Reduced -424.7k	-424,734 -9.3%
50	NEXTERA ENERGY INC COM NEE	NEE	23,325,362	$2.0bn0.33%	0.33%	Reduced -30.8k	-30,847 -0.1%
51	RTX CORPORATION COM RTX	RTX	10,787,134	$2.0bn0.33%	0.33%	Added +884.5k	+884,545 8.9%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	25,918,017	$2.0bn0.32%	0.32%	Added +1.7m	+1,680,988 6.9%
53	ORACLE CORP COM ORCL	ORCL	13,398,656	$2.0bn0.31%	0.31%	Reduced -23.4k	-23,413 -0.2%
54	MASTERCARD INCORPORATED CL A MA	MA	3,730,940	$1.9bn0.30%	0.30%	Added +88.1k	+88,140 2.4%
55	NETFLIX INC COM NFLX	NFLX	25,707,292	$1.8bn0.29%	0.29%	Added +2.6m	+2,627,485 11.4%
56	CATERPILLAR INC COM CAT	CAT	1,700,215	$1.8bn0.29%	0.29%	Added +295.6k	+295,638 21.1%
57	UNION PAC CORP COM UNP	UNP	6,641,035	$1.8bn0.29%	0.29%	Added +893.7k	+893,740 15.6%
58	CHEVRON CORP NEW COM CVX	CVX	10,688,911	$1.8bn0.28%	0.28%	Added +193.9k	+193,942 1.9%
59	MERCK & CO INC COM MRK	MRK	13,744,783	$1.8bn0.28%	0.28%	Reduced -188.8k	-188,847 -1.4%
60	ISHARES TR MBS ETF MBB	MBB	18,496,926	$1.7bn0.28%	0.28%	Reduced -3.3m	-3,340,299 -15.3%
61	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,863,014	$1.7bn0.28%	0.28%	Reduced -3.1m	-3,061,651 -34.3%
62	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	8,192,436	$1.7bn0.28%	0.28%	Reduced -3.2m	-3,150,385 -27.8%
63	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,455,900	$1.6bn0.26%	0.26%	Added +26.3k	+26,270 0.6%
64	PROCTER AND GAMBLE CO COM PG	PG	11,186,041	$1.6bn0.26%	0.26%	Reduced -619.6k	-619,576 -5.2%
65	KLA CORP COM NEW KLAC	KLAC	5,363,252	$1.6bn0.26%	0.26%	Reduced -153.8k	-153,848 -2.8%
66	UBER TECHNOLOGIES INC COM UBER	UBER	22,403,377	$1.6bn0.26%	0.26%	Added +4.3m	+4,332,028 24.0%
67	LINDE PLC SHS LIN	LIN	3,114,506	$1.6bn0.26%	0.26%	Reduced -307.7k	-307,748 -9.0%
68	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	13,062,676	$1.6bn0.25%	0.25%	Added +249.1k	+249,077 1.9%
69	MCDONALDS CORP COM MCD	MCD	5,825,310	$1.6bn0.25%	0.25%	Added +147.1k	+147,107 2.6%
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,127,567	$1.5bn0.24%	0.24%	Reduced -1.6m	-1,608,994 -23.9%
71	ANALOG DEVICES INC COM ADI	ADI	3,874,714	$1.5bn0.24%	0.24%	Added +372.9k	+372,891 10.7%
72	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,325,816	$1.5bn0.24%	0.24%	Reduced -253.2k	-253,218 -3.9%
73	ISHARES TR CORE S&P SCP ETF IJR	IJR	10,230,929	$1.5bn0.24%	0.24%	Added +76.3k	+76,337 0.8%
74	UNITEDHEALTH GROUP INC COM UNH	UNH	3,560,602	$1.5bn0.24%	0.24%	Added +107.8k	+107,805 3.1%
75	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	6,245,312	$1.5bn0.23%	0.23%	Reduced -85.5k	-85,492 -1.4%
76	SCHLUMBERGER LTD COM STK SLB	SLB	31,447,572	$1.5bn0.23%	0.23%	Reduced -1.7m	-1,736,655 -5.2%
77	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	5,244,785	$1.4bn0.23%	0.23%	Added +2.1m	+2,125,047 68.1%
78	SANDISK CORP COM SNDK	SNDK	626,651	$1.4bn0.23%	0.23%	Reduced -86.5k	-86,487 -12.1%
79	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	48,933,766	$1.4bn0.23%	0.23%	Added +419.4k	+419,411 0.9%
80	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,841,166	$1.4bn0.22%	0.22%	Reduced -444.1k	-444,066 -3.6%
81	TJX COS INC NEW COM TJX	TJX	9,247,128	$1.4bn0.22%	0.22%	Reduced -678.2k	-678,218 -6.8%
82	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	4,070,787	$1.4bn0.22%	0.22%	Added +23.3k	+23,274 0.6%
83	AMERICAN EXPRESS CO COM AXP	AXP	4,082,851	$1.4bn0.22%	0.22%	Reduced -483.4k	-483,398 -10.6%
84	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,721,998	$1.3bn0.21%	0.21%	Added +221.9k	+221,902 14.8%
85	BANK AMERICA CORP COM BAC	BAC	22,503,004	$1.3bn0.20%	0.20%	Reduced -5.0m	-4,953,459 -18.0%
86	ISHARES TR MSCI EAFE ETF EFA	EFA	12,331,932	$1.3bn0.20%	0.20%	Reduced -2.2m	-2,227,904 -15.3%
87	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	21,424,092	$1.3bn0.20%	0.20%	Added +240.6k	+240,561 1.1%
88	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,521,208	$1.3bn0.20%	0.20%	Added +67.8k	+67,755 2.8%
89	VANGUARD INDEX FDS SMALL CP ETF VB	VB	4,139,634	$1.3bn0.20%	0.20%	Reduced -269.0k	-269,013 -6.1%
90	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	623,862	$1.2bn0.20%	0.20%	Reduced -148.4k	-148,375 -19.2%
91	QUALCOMM INC COM QCOM	QCOM	6,576,576	$1.2bn0.19%	0.19%	Reduced -3.9m	-3,903,611 -37.2%
92	VERTIV HOLDINGS CO COM CL A VRT	VRT	3,622,661	$1.2bn0.19%	0.19%	Reduced -1.8m	-1,825,912 -33.5%
93	AMGEN INC COM AMGN	AMGN	3,308,695	$1.2bn0.19%	0.19%	Added +160.7k	+160,655 5.1%
94	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,224,527	$1.2bn0.19%	0.19%	Added +287.5k	+287,500 7.3%
95	ISHARES INC MSCI STH KOR ETF EWY	EWY	5,818,161	$1.2bn0.19%	0.19%	Added +146.5k	+146,490 2.6%
96	DEERE & CO COM DE	DE	1,841,439	$1.2bn0.19%	0.19%	Added +280.9k	+280,851 18.0%
97	JABIL INC COM JBL	JBL	3,026,741	$1.2bn0.19%	0.19%	Added +1.3m	+1,339,958 79.4%
98	TRANE TECHNOLOGIES PLC SHS TT	TT	2,368,517	$1.2bn0.18%	0.18%	Reduced -125.9k	-125,892 -5.0%
99	BLACKROCK INC COM BLK	BLK	1,189,321	$1.1bn0.18%	0.18%	Reduced -32.0k	-32,044 -2.6%
100	ISHARES TR S&P 500 GRWT ETF IVW	IVW	8,213,429	$1.1bn0.18%	0.18%	Reduced -365.2k	-365,217 -4.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		2,318,552	$1.0bn2.3m shares
HOLOGIC INC HOLX	HOLX	5,089,745	$384.7m5.1m shares
CLEARWATER ANALYTICS HLDGS I		14,735,354	$348.5m14.7m shares
APELLIS PHARMACEUTICALS INC APLS	APLS	6,206,681	$249.7m6.2m shares
COTERRA ENERGY INC CTRA	CTRA	6,940,300	$243.9m6.9m shares
AMICUS THERAPEUTICS INC FOLD	FOLD	15,957,913	$230.8m16.0m shares
SEALED AIR CORP NEW		4,759,934	$200.2m4.8m shares
AIR LEASE CORP AL	AL	2,196,634	$142.6m2.2m shares
CARNIVAL CORP		4,833,189	$125.1m4.8m shares
CSG SYS INTL INC		1,439,487	$115.1m1.4m shares
TRI POINTE HOMES INC TPH	TPH	2,130,859	$99.6m2.1m shares
DUPONT DE NEMOURS INC DWDP	DWDP	659,914	$90.7m659.9k shares
MASIMO CORP MASI	MASI	468,257	$83.3m468.3k shares
TERNS PHARMACEUTICALS INC		1,228,726	$64.8m1.2m shares
ONESTREAM INC OS	OS	2,257,069	$54.2m2.3m shares
DAY ONE BIOPHARMACEUTICALS I		2,305,123	$49.4m2.3m shares
ASCENDIS PHARMA A/S		207,339	$47.4m207.3k shares
THOMSON REUTERS CORP		374,052	$33.7m374.1k shares
ENHABIT INC EHAB	EHAB	2,108,496	$29.7m2.1m shares
RIOT PLATFORMS INC RIOT 0.75 01.15.30	RIOT 0.75 01.15.30	20,000,000	$22.9m20.0m shares
ARCELLX INC ACLX	ACLX	194,709	$22.4m194.7k shares
TASEKO MINES LTD		2,819,855	$18.2m2.8m shares
ENVIRI CORP		892,651	$17.5m892.7k shares
THERMON GROUP HLDGS INC		336,551	$17.0m336.6k shares
SEMRUSH HLDGS INC SEMR	SEMR	1,400,959	$16.7m1.4m shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ELI LILLY & CO LLY · Call	LLY	Call	7,300,382	$8.8bn7.3m shares	Added
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	11,292,980	$8.4bn11.3m shares	Added
INVESCO QQQ TR QQQ · Call	QQQ	Call	9,693,688	$7.1bn9.7m shares	Added
INVESCO QQQ TR QQQ · Put	QQQ	Put	7,610,200	$5.6bn7.6m shares	Added
MICRON TECHNOLOGY INC MU · Call	MU	Call	4,214,857	$4.9bn4.2m shares	Added
SPDR S&P 500 ETF TR SPY · Call	SPY	Call	6,459,368	$4.8bn6.5m shares	Added
AMAZON COM INC AMZN · Call	AMZN	Call	14,147,413	$3.4bn14.1m shares	Added
NVIDIA CORPORATION NVDA · Call	NVDA	Call	14,551,190	$2.9bn14.6m shares	Reduced
NVIDIA CORPORATION NVDA · Put	NVDA	Put	13,212,887	$2.6bn13.2m shares	Reduced
ADVANCED MICRO DEVICES INC AMD · Call	AMD	Call	4,511,041	$2.6bn4.5m shares	Added
APPLE INC AAPL · Put	AAPL	Put	8,396,800	$2.4bn8.4m shares	Reduced
SPACE EXPLORATION TECHN CORP SPCX · Call	SPCX	Call	13,558,924	$2.3bn13.6m shares	New
JPMORGAN CHASE & CO JPM · Call	JPM	Call	6,938,974	$2.3bn6.9m shares	Added
MICRON TECHNOLOGY INC MU · Put	MU	Put	1,929,856	$2.2bn1.9m shares	Reduced
ALPHABET INC GOOGL · Call	GOOGL	Call	5,529,798	$2.0bn5.5m shares	Added
ROCKET LAB CORP RKLB · Call	RKLB	Call	18,888,023	$1.9bn18.9m shares	Added
MP MATERIALS CORP MP · Call	MP	Call	34,044,068	$1.9bn34.0m shares	Reduced
MICROSOFT CORP MSFT · Put	MSFT	Put	4,932,691	$1.8bn4.9m shares	Added
TESLA INC TSLA · Call	TSLA	Call	4,329,483	$1.8bn4.3m shares	Reduced
ISHARES TR IWM · Put	IWM	Put	6,044,100	$1.8bn6.0m shares	Reduced
ADVANCED MICRO DEVICES INC AMD · Put	AMD	Put	3,111,640	$1.8bn3.1m shares	Reduced
APPLE INC AAPL · Call	AAPL	Call	6,196,511	$1.8bn6.2m shares	Added
BROADCOM INC AVGO · Call	AVGO	Call	4,738,411	$1.8bn4.7m shares	Added
MICROSOFT CORP MSFT · Call	MSFT	Call	4,622,506	$1.7bn4.6m shares	Added
ALPHABET INC GOOGL · Put	GOOGL	Put	4,515,675	$1.6bn4.5m shares	Added

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ABRDN ASSET M 5 25 PFDPFD SER A ACP 5.25 PERP A · 13G · filed 2026-08-03	ACP 5.25 PERP A	30.0%	-3.2 pts	13G	2026-08-03
VIPSHOP HLDGS LTD VIPS · 13G · filed 2026-05-07	VIPS	20.0%	+1.7 pts	13G	2026-05-07
SUMMIT HOTEL PPTYS INC INN · 13G · filed 2026-08-05	INN	8.1%≈ $61.4m	new	13G	2026-08-05
NUVEEN CALIFORNIA MUNI VLU F NCA · 13G · filed 2026-08-03	NCA	6.6%≈ $20.3m	+1.2 pts	13G	2026-08-03
IHS HOLDING LIMITED IHS · 13G · filed 2026-08-05	IHS	5.8%≈ $159.8m	new	13G	2026-08-05
THORNBURG INCM BUILDER OPP T TBLD · 13G · filed 2024-10-31	TBLD	5.6%≈ $39.8m	new	13G	2024-10-31
RISING DRAGON ACQUISITION CO RDAC · 13G · filed 2026-08-04	RDAC	5.5%	new	13G	2026-08-04
AMICUS THERAPEUTICS INC FOLD · 13G · filed 2026-05-07	FOLD	5.5%	new	13G	2026-05-07
STARLINK AI ACQUISITION CORP OTAI.U · 13G · filed 2026-08-04	OTAI.U	5.4%≈ $7.5m	new	13G	2026-08-04
APEX TECH ACQUISITION INC TRAD.U · 13G · filed 2026-05-07	TRAD.U	5.4%≈ $7.7m	new	13G	2026-05-07