📊 Bellecapital International Ltd. 13F — Bellecapital International Ltd.: $625M portfolio, 123 positions (Q2 2026)

1. $GOOGL — $38M (6.1%) 2. $AMD — $35M (5.6%) 3. $AAPL — $33M (5.3%) 4. $TSM — $31M (5.0%) 5. $MSFT — $30M (4.8%) 6. $ANET — $27M (4.3%) 7. $META — $25M (4.0%) 8. $XMTR — $25M (3.9%) 9. $SHOP — $24M (3.9%) 10. $ABBV — $19M (3.0%) 11. $SNPS — $19M (3.0%) 12. $WMT — $18M (2.9%) 13. $BKNG — $17M (2.8%) 14. $COST — $17M (2.8%) 15. $MELI — $17M (2.8%) 16. $REGN — $17M (2.8%) 17. $AMZN — $15M (2.4%) 18. $BN — $15M (2.4%) 19. FERRARI N V — $14M (2.2%) 20. $FAST — $14M (2.2%) 21. $RYAN — $11M (1.8%) 22. $SPGI — $11M (1.7%) 23. $TMO — $9M (1.5%) 24. $AVDV — $8M (1.3%) 25. $GLD — $8M (1.3%) 26. TOTALENERGIES SE — $7M (1.1%) 27. AMRIZE LTD — $6M (1.0%) 28. $AVEM — $6M (1.0%) 29. $NVDA — $6M (1.0%) 30. $GOOG — $6M (0.9%) 31. $MO — $6M (0.9%) 32. LOGITECH INTL S A — $5M (0.9%) 33. $VCSH — $5M (0.8%) 34. $PFE — $5M (0.8%) 35. $NFLX — $5M (0.7%) 36. $BRK/B — $4M (0.7%) 37. $IBIT — $4M (0.7%) … (+86 more)

1. $GOOGL — $38M (6.1%)