account_balance
Investment manager · 13F filer · SEC CIK 2021242
Sienna Gestion
Reported value$1.8Bas of Sep 30, 2026
Positions176 2 new, 4 sold out
Top 10 weight35.4%NVDA alone is 8%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.1%Added +3%
AAPLApple Inc.
6.8%Added +3%
MSFTMicrosoft Corp
6.2%Added +2%
GOOGLAlphabet Inc.
3.9%Added +4%
AVGOBroadcom Inc.
2.3%
MUMicron Technology Inc
2.0%
NBISNebius Group N.V.
1.6%Added +16%
JPMJPMorgan Chase & Co
1.6%
LLYELI Lilly & Co
1.5%Added +4%
AMDAdvanced Micro Devices Inc
1.5%Added +4%
TSLATesla, Inc.
1.4%Trimmed −2%
GOOGAlphabet Inc.
1.4%Trimmed −6%
NVDANVIDIA Corp
8.1%Added +3%
AAPLApple Inc.
6.8%Added +3%
MSFTMicrosoft Corp
6.2%Added +2%
GOOGLAlphabet Inc.
3.9%Added +4%
AVGOBroadcom Inc.
2.3%
MUMicron Technology Inc
2.0%
NBISJPM1.6%LLY1.5%AMD1.5%TSLAGOOGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.1% Added +3%AAPL Apple Inc. 6.8% Added +3%MSFT Microsoft Corp 6.2% Added +2%GOOGL Alphabet Inc. 3.9% Added +4%AVGO Broadcom Inc. 2.3% HeldMU Micron Technology Inc 2.0% HeldNBIS Nebius Group N.V. 1.6% Added +16%JPM JPMorgan Chase & Co 1.6% HeldLLY ELI Lilly & Co 1.5% Added +4%AMD Advanced Micro Devices Inc 1.5% Added +4%TSLA Tesla, Inc. 1.4% Trimmed −2%GOOG Alphabet Inc. 1.4% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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