Institutions / Capital Fund Management S.A.

Capital Fund Management S.A.

CIK 1323645 · Institution · as of Mar 31, 2026
Portfolio value
$11.17B
Positions
833
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$11.17B+5.6%
$11.17B$10.88B$10.58BQ4 '25Q1 '26

Positions

833-0.1%
834834833Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 833 →
CompanyClassValueShares% of portfolio
Apple Inc.$279.21M1,100,1762.5%
Microsoft Corp$253.81M685,6552.3%
Tesla Inc$246.60M663,3582.2%
Chevron Corp$219.86M1,062,6232.0%
Amazon.com Inc$181.75M872,6771.6%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$179.00M529,6521.6%
ELI LILLY & Co$174.35M189,5581.6%
Micron Technology Inc$141.69M419,4111.3%
General Electric Co$138.10M486,6451.2%
Warren E. Buffett$127.72M266,5201.1%
Citigroup Inc$126.21M1,112,8381.1%
Sandisk Corp$121.37M191,0371.1%
Booking Holdings Inc$111.51M26,4861.0%
Boston Scientific Corp$104.54M1,665,9470.9%
Altria Group, Inc.$99.69M1,510,7550.9%
Palantir Technologies Inc$95.74M654,4980.9%
Lam Research Corp$88.31M413,3420.8%
American International Group, Inc.$85.27M1,133,1360.8%
RTX Corp$83.79M434,3790.8%
Devon Energy Corp$83.66M1,662,5480.7%
Asml Hldg NV N Y Registry Shs$82.80M62,6890.7%
Adobe Inc.$82.25M338,3680.7%
Newmont Corp$80.18M740,6830.7%
Robinhood Markets, Inc.$80.05M1,155,1750.7%
Airbnb, Inc.$70.42M557,6330.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitNVIDIA Corp$-270.71M-1.5M
-100.00%
high
Q1 2026
as of
NewMicrosoft Corp$253.81M+686K
685,655
2.27% of portfolio
high
Q1 2026
as of
NewELI LILLY & Co$174.35M+190K
189,558
1.56% of portfolio
high
Q1 2026
as of
NewSandisk Corp$121.37M+191K
191,037
1.09% of portfolio
high
Q1 2026
as of
NewPalantir Technologies Inc$95.74M+654K
654,498
0.86% of portfolio
high
Q1 2026
as of
AddAmazon.com Inc$91.82M+441K
+102.10%
872,677
1.63% of portfolio
high
Q1 2026
as of
ExitNetflix Inc$-84.98M-906K
-100.00%
high
Q1 2026
as of
AddNewmont Corp$69.68M+644K
+664.03%
740,683
0.72% of portfolio
high
Q1 2026
as of
TrimDeere & Co$-68.52M-122K
-92.15%
10,368
0.05% of portfolio
high
Q1 2026
as of
TrimBank of America Corp /De$-68.43M-1.4M
-74.35%
484,269
0.21% of portfolio
high