Baader Bank Aktiengesellschaft

Holdings as of 2026-06-30, filed 2026-07-23

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
415
Value reported by manager
$1.3B
Sum of our stored positions
$1.3B
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
27.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
21
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
ALPHABET INCCAP STK CL A$111.5M311,99902079K305
AMAZON COM INCCOM$86.9M364,455023135106
MICROSOFT CORPCOM$63M168,950594918104
LINDE PLCSHS$46.2M88,939G54950103
META PLATFORMS INCCL A$35.6M63,14330303M102
APPLE INCCOM$28.6M98,949037833100
NVIDIA CORPORATIONCOM$28.5M142,37267066G104
SUNBELT RENTALS HOLDINGS INCSHS$18.7M255,814866966104
SUPER MICRO COMPUTER INCCOM NEW$18.6M635,000Call86800U302
BERKSHIRE HATHAWAY INC DELCL A$16.5M22084670108
UBS GROUP AGSHS$15.9M321,846H42097107
TOTALENERGIES SEACT$15M193,374F92124100
ADVANCED MICRO DEVICES INCCOM$14.8M25,463007903107
ORACLE CORPCOM$14.7M100,000Call68389X105
BROADCOM INCCOM$13.1M34,71011135F101
AMPHENOL CORPCL A$12.9M73,426032095101
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$12.7M26,543874039100
ORACLE CORPCOM$12.5M85,01968389X105
SALESFORCE INCCOM$12.2M77,74479466L302
ADOBE INCCOM$12M58,66500724F101
ULTA BEAUTY INCCOM$11.7M26,00090384S303
TERADYNE INCCOM$11.2M23,230880770102
BIONTECH SESPONSORED ADS$11.1M119,41109075V102
FERGUSON ENTERPRISES INCCOMMON STOCK NEW$11M46,25931488V107
ELI LILLY & COCOM$10.7M8,924532457108
KLA CORPCOM NEW$10.4M34,470482480100
EXXON MOBIL CORPCOM$10M73,15630231G102
JOHNSON & JOHNSONCOM$9.8M38,394478160104
JPMORGAN CHASE & COCOM$9.7M29,58446625H100
WALMART INCCOM$9.6M84,629931142103
CATERPILLAR INCCOM$9.4M8,859149123101
MICRON TECHNOLOGY INCCOM$9.2M8,007595112103
AIRBNB INCCOM CL A$9.2M64,532009066101
ALPHABET INCCAP STK CL C$8.9M25,09202079K107
PAYCOM SOFTWARE INCCOM$8.7M69,50070432V102
ARM HOLDINGS PLCSPONSORED ADS$8.6M24,363042068205
ARISTA NETWORKS INCCOM SHS$8.6M50,748040413205
MASTERCARD INCORPORATEDCL A$8.5M16,57857636Q104
APPLIED MATLS INCCOM$8.4M11,643038222105
LAM RESEARCH CORPCOM NEW$8.3M19,087512807306
EATON CORP PLCSHS$7.9M18,443G29183103
SNOWFLAKE INCCOM SHS$7.6M30,000Call833445109
DEERE & COCOM$7.6M11,980244199105
THERMO FISHER SCIENTIFIC INCCOM$7.5M14,860883556102
PALANTIR TECHNOLOGIES INCCL A$7M60,000Call69608A108
QUALCOMM INCCOM$7M37,661747525103
DEUTSCHE BK AGNAMEN AKT$6.9M203,000D18190898
BOOKING HOLDINGS INCCOM$6.8M38,01509857L108
VISA INCCOM CL A$6.6M19,14792826C839
CADENCE DESIGN SYSTEM INCCOM$6.3M16,777127387108
TEXAS INSTRS INCCOM$6.3M21,117882508104
BIOGEN INCCOM$6.2M28,56809062X103
VERTIV HOLDINGS COCOM CL A$6.1M18,36092537N108
CORNING INCCOM$6M23,681219350105
EDWARDS LIFESCIENCES CORPCOM$6M66,43028176E108
NEBIUS GROUP N.V.SHS CLASS A$5.9M21,475N97284108
VERTEX PHARMACEUTICALS INCCOM$5.8M11,77792532F100
QXO INCCOM NEW$5.7M330,00082846H405
DIAMONDBACK ENERGY INCCOM$5.6M32,03525278X109
REPUBLIC SVCS INCCOM$5.6M26,069760759100
GENERAC HLDGS INCCOM$5.4M18,370368736104
IDEX CORPCOM$5.3M23,52545167R104
MERCK & CO INCCOM$5.2M40,58258933Y105
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$5.1M5,336G7997R103
HILTON WORLDWIDE HLDGS INCCOM$5M15,22343300A203
SERVICENOW INCCOM$4.8M48,55581762P102
AMAZON COM INCCOM$4.8M20,200Put023135106
CIENA CORPCOM NEW$4.8M9,688171779309
STRYKER CORPORATIONCOM$4.7M14,933863667101
MICROSOFT CORPCOM$4.7M12,600Put594918104
CREDO TECHNOLOGY GROUP HOLDIORDINARY SHARES$4.6M16,963G25457105
ANALOG DEVICES INCCOM$4.6M11,600032654105
SYNOPSYS INCCOM$4.6M10,269871607107
COMFORT SYS USA INCCOM$4.5M2,283199908104
ARGAN INCCOM$4.5M5,60004010E109
ADVANCED MICRO DEVICES INCCOM$4.4M7,500Put007903107
DIAMONDBACK ENERGY INCCOM$4.2M24,000Put25278X109
CAMECO CORPCOM$4.2M41,20813321L108
APPLE INCCOM$4.2M14,500Put037833100
HEICO CORP NEWCOM$4.2M11,739422806109
ONTO INNOVATION INCCOM$4.1M10,958683344105
NETFLIX INC.COM$4M56,29864110L106
BLOOM ENERGY CORPCOM CL A$4M13,277093712107
SALESFORCE INCCOM$4M25,500Put79466L302
ALPHABET INCCAP STK CL A$4M11,100Put02079K305
MARTIN MARIETTA MATLS INCCOM$3.8M6,556573284106
INTUITIVE SURGICAL INCCOM NEW$3.7M9,31846120E602
SYNOPSYS INCCOM$3.7M8,300Put871607107
TERADYNE INCCOM$3.6M7,500Put880770102
COREWEAVE INCCOM CL A$3.6M35,84721873S108
NVIDIA CORPORATIONCOM$3.5M17,700Put67066G104
ZOETIS INCCL A$3.4M47,20498978V103
TELEFLEX INCORPORATEDCOM$3.4M26,512879369106
DATADOG INCCL A COM$3.2M12,43523804L103
SERVICENOW INCCOM$3.2M32,600Put81762P102
SPOTIFY TECHNOLOGY S ASHS$3.2M6,996L8681T102
CARPENTER TECHNOLOGY CORPCOM$3.2M5,200144285103
WELLS FARGO & COCOM$3.2M38,273949746101
TTM TECHNOLOGIES INCCOM$3M15,80087305R109
CLOUDFLARE INCCL A COM$2.8M11,34318915M107
MONOLITHIC PWR SYS INCCOM$2.8M1,998609839105
VERTIV HOLDINGS COCOM CL A$2.7M8,100Put92537N108
CROWDSTRIKE HLDGS INCCL A$2.7M3,50022788C105
SANDISK CORPCOM$2.5M1,11580004C200
ABBVIE INCCOM$2.5M10,01700287Y109
HOWMET AEROSPACE INCCOM$2.5M9,371443201108
MONTAUK RENEWABLES INCCOM$2.5M1,605,00061218C103
TRANE TECHNOLOGIES PLCSHS$2.4M4,981G8994E103
WESTERN DIGITAL CORPCOM$2.3M3,656958102105
CISCO SYS INCCOM$2.3M19,73217275R102
GE AEROSPACECOM NEW$2.3M6,125369604301
PENGUIN SOLUTIONS INCCOM$2.3M30,000706915105
TUCOWS INCCOM NEW$2.2M163,200898697206
TECHNIPFMC PLCCOM$2.2M33,017G87110105
TEXAS INSTRS INCCOM$2.2M7,300Put882508104
ANALOG DEVICES INCCOM$2.1M5,400Put032654105
COCA COLA COCOM$2.1M25,350191216100
GOLDMAN SACHS GROUP INCCOM$2.1M2,03738141G104
CHARTER COMMUNICATIONS INCCL A$2M14,24316119P108
TJX COS INC NEWCOM$2M13,221872540109
TESLA INCCOM$2M4,65088160R101
DIGITAL TURBINE INCCOM NEW$1.9M149,56925400W102
CUMMINS INCCOM$1.9M2,655231021106
SITIME CORPCOM$1.9M2,50082982T106
NOVA LTDCOM$1.8M3,400M7516K103
COSTCO WHOLESALE CORPORATIONCOM$1.8M1,97022160K105
WATERDROP INCADS$1.8M1,603,50894132V105
AXT INCCOM$1.8M25,00000246W103
DISNEY WALT COCOM$1.7M18,051254687106
CRH PLCORD$1.7M16,182G25508105
NU HLDGS LTDORD SHS CL A$1.7M127,691G6683N103
APPLOVIN CORPCOM CL A$1.7M3,29103831W108
AST SPACEMOBILE INCCOM CL A$1.7M19,00000217D100
CHUBB LIMITEDCOM$1.7M4,941H1467J104
UPWORK INCCOM$1.7M200,00091688F104
ROSS STORES INCCOM$1.7M7,847778296103
DEVON ENERGY CORP NEWCOM$1.7M39,98725179M103
VERIZON COMMUNICATIONS INCCOM$1.6M38,95692343V104
ROBINHOOD MKTS INCCOM CL A$1.6M15,818770700102
PONY AI INCSPONSORED ADS$1.6M224,504732908108
VALERO ENERGY CORPCOM$1.6M5,98891913Y100
SNAP INCCL A$1.6M350,00083304A106
INTEL CORPCOM$1.5M11,027458140100
BLACKROCK INCCOM$1.5M1,59909290D101
CITIGROUP INCCOM NEW$1.5M10,875172967424
GILEAD SCIENCES INCCOM$1.5M11,970375558103
FRONTLINE PLCCOM$1.5M42,616M46528101
AIR PRODUCTS AND CHEMICALS ICOM$1.5M5,000009158106
PAYPAL HLDGS INCCOM$1.5M33,94570450Y103
FERRARI N VCOM$1.5M3,935N3167Y103
HINGE HEALTH INCCL A$1.5M17,500433313103
BOOKING HOLDINGS INCCOM$1.4M8,100Put09857L108
DELL TECHNOLOGIES INCCL C$1.4M3,33424703L202
CASEYS GEN STORES INCCOM$1.4M1,800147528103
NEWMONT CORPCOM$1.4M14,519651639106
PFIZER INCCOM$1.3M55,904717081103
QIAGEN NVORD SHARES$1.3M34,171N72482156
BANK OF NY MELLON CORPCOM$1.3M9,133064058100
KEYSIGHT TECHNOLOGIES INCCOM$1.3M3,64049338L103
GENERAL MTRS COCOM$1.3M16,43037045V100
MERCADOLIBRE INCCOM$1.2M73058733R102
INTERNATIONAL BUSINESS MACHSCOM$1.2M4,384459200101
FREEPORT MCMORAN INCCL B$1.2M19,51735671D857
KULICKE & SOFFA INDS INCCOM$1.2M9,000501242101
PNC FINL SVCS GROUP INCCOM$1.2M4,881693475105
ECOLAB INCCOM$1.2M4,290278865100
FORD MTR COCOM$1.2M85,846345370860
FLEX LTDORD$1.2M7,211Y2573F102
PHILIP MORRIS INTL INCCOM$1.2M6,447718172109
XANADU QUANTUM TECHNOLO LTDSUB VTG B$1.1M93,93998390R102
PEPSICO INCCOM$1.1M8,361713448108
FORTINET INCCOM$1.1M7,32434959E109
FABRINETSHS$1.1M2,000G3323L100
HONEYWELL INTL INCCOM$1.1M5,000438516205
IONQ INCCOM$1.1M20,91846222L108
PROCTER & GAMBLE COCOM$1.1M7,522742718109
GE VERNOVA INCCOM$1.1M92436828A101
UNITEDHEALTH GROUP INCCOM$1.1M2,60091324P102
F5 INCCOM$1.1M2,580315616102
ARISTA NETWORKS INCCOM SHS$1.1M6,200Put040413205
CAPITAL ONE FINL CORPCOM$1M5,19814040H105
CHENIERE ENERGY INCCOM NEW$1M4,34616411R208
HOST HOTELS & RESORTS INCCOM$1M43,37044107P104
MONSTER BEVERAGE CORP NEWCOM$1M10,68061174X109
HYPERLIQUID STRATEGIES INCCOM$1M130,00044916Y106
KLARNA GROUP PLCSHS$1M50,000G5279N105
ELECTRONIC ARTS INCCOM$999K4,872285512109
ASTERA LABS INCCOM$994.5K2,05904626A103
MCKESSON CORPCOM$975.5K1,29158155Q103
FISERV INCCOM$973.6K19,849337738108
PALO ALTO NETWORKS INCCOM$966.8K2,835697435105
TRANSDIGM GROUP INCCOM$964.4K724893641100
LIBERTY MEDIA CORP DELCOM LBTY ONE S C$951.4K10,000531229755
INTERACTIVE BROKERS GROUP INCOM CL A$936.9K10,76445841N107
WEST PHARMACEUTICAL SVSC INCCOM$929.8K2,590955306105
REGENERON PHARMACEUTICALSCOM$927.8K1,48875886F107
BIOGEN INCCOM$907.5K4,200Put09062X103
ASE TECHNOLOGY HLDG CO LTDSPONSORED ADS$902.4K20,00000215W100
TELEDYNE TECHNOLOGIES INCCOM$887K1,330879360105
ASTRAZENECA PLCORD$884.5K4,699G0593M107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23

Baader Bank Aktiengesellschaft — 415 positions reported for 2026Q2 — Tapewire