account_balance
Investment manager · 13F filer · SEC CIK 2110313
Altrafin AG
Reported value$245Mas of Sep 30, 2026
Positions33 0 new, 11 sold out
Top 10 weight67.9%MSFT alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
14.4%Added +302%
GOOGLAlphabet Inc.
11.3%Added +376%
AMZNAmazon.com Inc
8.0%Added +278%
MAMastercard Inc
7.8%Trimmed −32%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.9%Added +26%
JPMJPMorgan Chase & Co
5.5%Added +175%
ICEIntercontinental Exchange, Inc.
4.1%Added +1120%
NVDANVIDIA Corp
3.8%Trimmed −40%
FTNTFortinet, Inc.
3.8%+614%
CRWDCrowdStrike Holdings, Inc.
3.5%−80%
LLYELI Lilly & Co
3.1%Trimmed −86%
ACWIiShares Tr
2.5%+24104%
MSFTMicrosoft Corp
14.4%Added +302%
GOOGLAlphabet Inc.
11.3%Added +376%
AMZNAmazon.com Inc
8.0%
MAMastercard Inc
7.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
5.9%+26%
JPMJPMorgan Chase & Co
5.5%
ICEIntercontinental Exchange, Inc.
4.1%
NVDANVIDIA Corp
3.8%
FTNT3.8%CRWDLLY3.1%ACWI
Boxes 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
MSFT Microsoft Corp 14.4% Added +302%GOOGL Alphabet Inc. 11.3% Added +376%AMZN Amazon.com Inc 8.0% Added +278%MA Mastercard Inc 7.8% Trimmed −32%TSM Taiwan Semiconductor Manufacturing Co Ltd 5.9% Added +26%JPM JPMorgan Chase & Co 5.5% Added +175%ICE Intercontinental Exchange, Inc. 4.1% Added +1120%NVDA NVIDIA Corp 3.8% Trimmed −40%FTNT Fortinet, Inc. 3.8% Added +614%CRWD CrowdStrike Holdings, Inc. 3.5% Trimmed −80%LLY ELI Lilly & Co 3.1% Trimmed −86%
ACWI iShares Tr 2.5% Added +24104%
What changed
Biggest moves since Jun 30, 2026
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