Latest Graphene Investments SAS Stock Portfolio

Graphene Investments SAS Performance:
2025 Q2: 11.19%YTD: 3.02%2024: 3.12%

Performance for 2025 Q2 is 11.19%, and YTD is 3.02%, and 2024 is 3.12%.

About Graphene Investments SAS and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Graphene Investments SAS reported an equity portfolio of $153.4 Millions as of 30 Jun, 2025.

The top stock holdings of Graphene Investments SAS are MSFT, AVGO, NVDA. The fund has invested 4.5% of it's portfolio in MICROSOFT and 4.3% of portfolio in BROADCOM.

The fund managers got completely rid off OCCIDENTAL PETROLEUM (OXY) and COTY (COTY) stocks. They significantly reduced their stock positions in ATI (ATI), VERTIV HLDGS (VRT) and NEXTRACKER. Graphene Investments SAS opened new stock positions in IRIDIUM COMMUNICATIONS (IRDM) and EOG RESOURCES (EOG). The fund showed a lot of confidence in some stocks as they added substantially to FISERV, ELI LILLY (LLY) and JAZZ PHARMACEUTICALS (JAZZ).

Graphene Investments SAS Annual Return Estimates Vs S&P 500

Our best estimate is that Graphene Investments SAS made a return of 11.19% in the last quarter. In trailing 12 months, it's portfolio return was 5.3%.
2023202420250510152025Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
iridium communications3,478,600
eog resources2,978,290

New stocks bought by Graphene Investments SAS

Additions

Ticker% Inc.
fiserv51.2
eli lilly35.48
jazz pharmaceuticals30.1
pfizer23.98
vertex pharmaceutical23.64
iqvia holdings22.67
centene21.66
apple19.03

Additions to existing portfolio by Graphene Investments SAS

Reductions

Ticker% Reduced
ati-30.9
vertiv hldgs-24.83
nextracker-22.01
nvidia-16.21
broadcom-14.84
uipath-13.26
united rentals-12.77
onsemi-10.64

Graphene Investments SAS reduced stake in above stock

Sold off

Ticker$ Sold
coty-2,835,100
occidental petroleum-2,917,180

Graphene Investments SAS got rid off the above stocks

Sector Distribution

Graphene Investments SAS has about 38.5% of it's holdings in Technology sector.

38%16%10%
Sector%
Technology38.5
Healthcare16.2
Communication Services10.2
Consumer Cyclical9.5
Financial Services8.2
Industrials7.9
Others5.7
Energy3.8

Market Cap. Distribution

Graphene Investments SAS has about 74.4% of it's portfolio invested in the large-cap and mega-cap stocks.

46%29%20%
Category%
LARGE-CAP45.5
MEGA-CAP28.9
MID-CAP19.8
UNALLOCATED5.7

Stocks belong to which Index?

About 71% of the stocks held by Graphene Investments SAS either belong to S&P 500 or RUSSELL 2000 index.

65%29%
Index%
S&P 50064.7
Others29.1
RUSSELL 20006.3
Top 5 Winners (%)%
VRT
vertiv hldgs
69.5 %
AVGO
broadcom
60.5 %
ATI
ati
59.6 %
FLEX
flex
49.5 %
NVDA
nvidia
41.8 %
Top 5 Winners ($)$
AVGO
broadcom
2.9 M
NVDA
nvidia
2.2 M
MSFT
microsoft
1.8 M
ATI
ati
1.7 M
VRT
vertiv hldgs
1.5 M
Top 5 Losers (%)%
BKR
baker hughes
-12.8 %
JAZZ
jazz pharmaceuticals
-11.9 %
TMUS
t-mobile us
-10.1 %
CNC
centene
-9.8 %
IQV
iqvia holdings
-8.3 %
Top 5 Losers ($)$
BKR
baker hughes
-0.4 M
AAPL
apple
-0.4 M
JAZZ
jazz pharmaceuticals
-0.4 M
TMUS
t-mobile us
-0.3 M
CNC
centene
-0.3 M

Graphene Investments SAS Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

MSFTAVGONVDAGOOGAAPLIRDMPFEBKITRIFLEXDBXMSIAMZNLLYMSATIMCKRJFCDWHCATMUSURICNCBFAMVRTXTENBEOGWMPINSPSTGIQVBURLBBWIJAZZRGAVRTBKRONPATHCRMGPSIN..

Current Stock Holdings of Graphene Investments SAS

Graphene Investments SAS has 45 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. BKR proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Graphene Investments SAS last quarter.

Last Reported on: 06 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of MICROSOFT Position Held By Graphene Investments SAS

What % of Portfolio is MSFT?:

Number of MSFT shares held:

Change in No. of Shares Held: