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Mirabaud & Cie SA
Mirabaud & Cie SA, established in 1819 in Geneva, Switzerland, is an independent, family-owned banking and financial group. The firm specializes in private banking, wealth management, asset management, and brokerage services for private, institutional, and professional clients worldwide. Mirabaud employs approximately 700 staff and operates through offices in major global financial centers, focusing on personalized solutions and long-term client relationships.
Investment Strategy
Mirabaud & Cie SA implements an active, high-conviction approach to investing, focusing on sustainable, long-term value creation. Its wealth and asset management strategies encompass equities, fixed income, and private assets. The firm emphasizes ESG (Environmental, Social, and Governance) integration within its investment process, aiming to synchronize financial returns with sustainability objectives. Asset allocation is tailored and flexible, blending risk management with return enhancement, while maintaining a client-centric, individualized approach for each mandate.
Latest 13F Filing Activity
Mirabaud & Cie SA filed their most recent 13F report on Sep 30, 2025 disclosing 56 equity positions and 1 options positions with a total 13F market value of $315M. The fund increased holdings in Nvidia Corporation, Alphabet Inc., Apple Inc. among other positions. Mirabaud & Cie SA reduced exposure to Ishares TR, Goldman Sachs Group Inc., Walmart Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.59% | $45.9M | 246,057 | $51.46 | $186.58 | +$7.0M |
M MSFT | MICROSOFT CORP | 13.70% | $43.1M | 83,227 | $396.42 | $517.95 | +$560.5K |
A AAPL | APPLE INC | 9.04% | $28.5M | 111,758 | $215.19 | $254.63 | +$5.2M |
G GOOG | ALPHABET INC | 6.49% | $20.4M | 83,809 | $157.21 | $243.55 | +$5.3M |
I IEI | ISHARES TR | 6.04% | $19.0M | 159,092 | $117.61 | $119.51 | +$2.0M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
F FXI | ISHARES TR | Sold | Call | $73.6K | 800 | $41.14 | $30.44 | -96 | -$46.5K |
Industry Allocation
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