SALT Holding Corp.

WILMINGTON, DE · CIK 1996109 · 13F filing filed 2025-05-14

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.

$107.9m reported value +37.4% vs Q4 2024

12positions

99.3%in top 10

1 new 3 added 0 reduced 0 sold out vs Q4 2024

This report includes the holdings of 2 other managers that share the investment decisions:

SAL Equity Trading, GP – reports through this filing
SAL Trading, LLC – reports through this filing

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

Holdings, Q1 2025

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	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	55,400	$36.7m34.02%	34.02%	Unchanged
2	LOGITECH INTL S A SHS LOGI	LOGI	285,337	$24.1m22.32%	22.32%	Added +183.8k	+183,835 181.1%
3	RIO TINTO PLC SPONSORED ADR RIO	RIO	396,278	$23.8m22.06%	22.06%	Unchanged
4	FERRARI N V COM RACE	RACE	30,010	$12.8m11.90%	11.90%	New
5	GSK PLC SPONSORED ADR GSK	GSK	90,659	$3.5m3.25%	3.25%	Added +29.0k	+29,047 47.1%
6	NOVO-NORDISK A S ADR NVO	NVO	39,984	$2.8m2.57%	2.57%	Added +10.0k	+10,013 33.4%
7	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		15,200	$1.1m1.04%	1.04%	Unchanged
8	VODAFONE GROUP PLC NEW SPONSORED ADR VOD	VOD	115,414	$1.1m1.00%	1.00%	Unchanged
9	ARGENX SE SPONSORED ADR ARGX	ARGX	1,149	$680.1k0.63%	0.63%	Unchanged
10	ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH MT	MT	19,700	$568.3k0.53%	0.53%	Unchanged
11	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	9,000	$372.3k0.35%	0.35%	Unchanged
12	FRONTLINE PLC COM FRO	FRO	23,700	$351.9k0.33%	0.33%	Unchanged