Kepler Cheuvreux (Suisse) SA

Other Low signal CIK 2096459
League rank
#142
in Other · #726 overall
Long book
$1.50B
Q1 2026
Positions
171
Top-10 weight
28%
concentration
Last quarter
+18.7%
SPY +14.8%
Turnover
34%
of book per quarter

Strategy in plain words

auto-generated from filings

Kepler Cheuvreux (Suisse) SA is an institutional manager, running a $1.50B US long book across 171 positions.

The portfolio is moderately concentrated (top 10 ≈ 28% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CISCO SYSTEMS INC, NVIDIA CORP, MICROSOFT CORP, APPLE INC, META PLATFORMS INC-CLASS A.

Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q3 2025
+1.4%
Q4 2025
-3.8%
Q1 2026
+18.7%

Sector allocation

Technology
34%
Financials
17%
Industrials
9%
Consumer discretionary
9%
Services media
8%
Healthcare
8%
Consumer staples
4%
Utilities
3%

Long book by quarter

$1.86B
Q3 2025
$1.77B
Q4 2025
$1.50B
Q1 2026

What does Kepler Cheuvreux own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CSCO CISCO SYSTEMS INCTechnology707.6K$54.9M3.6%-11.9%
NVDA NVIDIA CORPTechnology271.3K$47.3M3.1%-15.5%
MSFT MICROSOFT CORPTechnology116.9K$43.3M2.9%-15.6%
AAPL APPLE INCTechnology160.5K$40.7M2.7%-7.2%
META META PLATFORMS INC-CLASS ATechnology71.1K$40.7M2.7%+10.9%
GOOGL ALPHABET INC-CL ATechnology140.2K$40.3M2.7%-9.7%
RY ROYAL BANK OF CANADAFinancials178.0K$40.0M2.7%Held
V VISA INC-CLASS A SHARESServices media128.7K$38.9M2.6%-13.8%
MA MASTERCARD INC - AServices media77.2K$38.6M2.6%-13.8%
CM CAN IMPERIAL BK OF COMMERCEFinancials287.2K$37.8M2.5%Held
TJX TJX COMPANIES INCConsumer discretionary222.7K$35.6M2.4%-23.2%
KO COCA-COLA CO/THEConsumer staples465.9K$35.4M2.4%-8.5%
CAH CARDINAL HEALTH INCConsumer discretionary154.6K$32.7M2.2%-32.0%
LRCX LAM RESEARCH CORPIndustrials143.1K$30.6M2.0%-14.2%
ABBV ABBVIE INCHealthcare132.5K$28.8M1.9%-3.4%
TT TRANE TECHNOLOGIES PLCTechnology66.4K$27.7M1.8%-21.0%
BKNG BOOKING HOLDINGS INCIndustrials5.9K$25.0M1.7%-19.4%
RSG REPUBLIC SERVICES INCUtilities110.4K$24.2M1.6%-16.5%
ADP AUTOMATIC DATA PROCESSINGTechnology117.7K$23.9M1.6%-11.3%
LIN LINDE PLCMaterials48.1K$23.8M1.6%-18.0%
BNS BANK OF NOVA SCOTIAFinancials246.5K$23.8M1.6%Held
KLAC KLA CORPOther15.8K$23.2M1.5%-15.8%
AVGO BROADCOM INCTechnology73.3K$22.7M1.5%-15.3%
CAT CATERPILLAR INCIndustrials30.6K$21.7M1.4%-15.4%
BAP CREDICORP LTDFinancials62.8K$21.3M1.4%-0.7%
PFE PFIZER INCHealthcare696.1K$19.5M1.3%+21.3%
JNJ JOHNSON & JOHNSONHealthcare79.5K$19.4M1.3%-16.1%
GILD GILEAD SCIENCES INCHealthcare130.3K$18.2M1.2%+57.8%
FOXA FOX CORP - CLASS ACommunications309.9K$18.1M1.2%-31.9%
NTAP NETAPP INCTechnology175.0K$17.9M1.2%+25.6%
MFC MANULIFE FINANCIAL CORPFinancials361.7K$17.3M1.2%-16.7%
DELL DELL TECHNOLOGIES -CTechnology105.6K$17.3M1.2%New
GE GENERAL ELECTRICIndustrials59.7K$17.0M1.1%-7.0%
IBM INTL BUSINESS MACHINES CORPTechnology66.0K$16.0M1.1%-3.1%
CME CME GROUP INCFinancials52.4K$15.5M1.0%-43.0%
PGR PROGRESSIVE CORPFinancials77.4K$15.3M1.0%+882.1%
SLF SUN LIFE FINANCIAL INCFinancials170.4K$14.8M1.0%Held
GOOG ALPHABET INC-CL CTechnology46.5K$13.3M0.9%-31.0%
PEG PUBLIC SERVICE ENTERPRISE GPUtilities161.5K$13.1M0.9%Held
MU MICRON TECHNOLOGY INCTechnology38.4K$13.0M0.9%-32.4%
HIG HARTFORD INSURANCE GROUP INCFinancials86.4K$11.7M0.8%-33.7%
TEL TE CONNECTIVITY PLCConsumer discretionary55.6K$11.6M0.8%0.0%
VRSN VERISIGN INCTechnology46.4K$11.5M0.8%-17.4%
BNY BANK OF NEW YORK MELLON CORPFinancials95.3K$11.3M0.8%-29.2%
CDW CDW CORP/DEConsumer discretionary90.5K$10.9M0.7%+69.5%
WMT WALMART INCConsumer discretionary87.8K$10.9M0.7%-9.4%
MRK MERCK & CO. INC.Healthcare88.6K$10.7M0.7%-18.8%
ENB ENBRIDGE INCEnergy141.4K$10.6M0.7%Held
MDT MEDTRONIC PLCHealthcare118.8K$10.3M0.7%-13.3%
ALLE ALLEGION PLCServices media69.4K$10.1M0.7%-25.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 28, 2026222$1.50B canonicalSEC ↗
Q4 202513F-HRFeb 4, 2026199$1.77B canonicalSEC ↗
Q3 202513F-HRNov 13, 2025253$1.86B canonicalSEC ↗