Sienna Gestion: 13F holdings
CIK 20212422026Q2
| Positions | 178 |
|---|---|
| Reported value | $1.7bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORP | 622,392 | $122.7m | 7.2% |
| AAPL APPLE INC | 357,877 | $102.0m | 6.0% |
| MSFT MICROSOFT CORP | 215,275 | $80.2m | 4.7% |
| GOOGL ALPHABET INC | 196,701 | $70.3m | 4.1% |
| AVGO BROADCOM INC | 115,411 | $43.5m | 2.5% |
| MU MICRON TECHNOLOGY INC | 33,732 | $39.1m | 2.3% |
| TSLA TESLA INC | 73,310 | $30.5m | 1.8% |
| AMAT APPLIED MATERIALS INC | 41,957 | $29.5m | 1.7% |
| JPM JPMORGAN CHASE & CO | 86,434 | $28.8m | 1.7% |
| GOOG ALPHABET INC | 79,527 | $28.2m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2021242")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.