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CYNTHIA TOBIANO

@Edmond De Rothschild Holding S.a.

Latest period2024 - Q3ReportedManaged Assets$6.213BTotal holdings627
Assets growth rate5.65%Assets growth rate (2-Q avg)1.91%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Edmond De Rothschild Holding S.a.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 627 positions.

Assets under management

The assets under management (AUM) of Edmond De Rothschild Holding S.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.213B in assets, with a quarterly growth rate of 5.65% and a 2-quarter average growth rate of 1.91%. The portfolio is managed by CYNTHIA TOBIANO, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
0097⤦Akamai Technologies Inc
Recent Activity
Exited
0%
$454,097
432,000 shares@ $1.06 avg price
1630⤦Chegg Inc
Recent Activity
Exited
0%
$439,323
470,000 shares@ $0.94 avg price
2521⤦Dexcom Inc
Recent Activity
Exited
0%
$435,459
445,000 shares@ $0.98 avg price
2978⤦Etsy Inc
Recent Activity
Exited
0%
$355,676
360,000 shares@ $0.99 avg price
BTGB2gold Corp
Recent Activity
Exited
0%
$342,325
127,825 shares@ $2.68 avg price
SHLSShoals Technologies Group In
Recent Activity
Exited
0%
$338,077
54,179 shares@ $6.25 avg price
CNCCentene Corp Del
Recent Activity
Exited
0%
$331,765
5,004 shares@ $66.3 avg price
IRMIron Mtn Inc Del
Recent Activity
Exited
0%
$265,813
2,966 shares@ $89.63 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$226,719
1,606 shares@ $141.17 avg price
6974⤦Palo Alto Networks Inc
Recent Activity
Exited
0%
$221,632
65,000 shares@ $3.41 avg price