Longbow Finance SA
SEC Form 13F institutional filer · CIK 0001965552
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.53B
Top-10 concentration
47.1%
Longbow Finance SA — $532M AUM allocation strategy
Longbow Finance SA files SEC Form 13F and reports $532M of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 26.0%, followed by Financials 8.3% and Consumer Discretionary 8.1%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Longbow Finance SA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$532M
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSCO +46.5K sh · +$3.64M+$TJX +39.9K sh · +$6.6M+$WMT +28.1K sh · +$4.64M
Biggest trims (shares)
−$FLEX −55.6K sh · −$3M−$ORLY −25.3K sh · −$2.25M−$APH −25.2K sh · −$3.71M
Exited to nil (held last quarter, gone now)
$BRK.B ($12.8M last qtr)$WFC ($9.88M last qtr)$MA ($6.65M last qtr)$AXP ($6.11M last qtr)$BAC ($6.02M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.1%—
- Technology Hardware, Storage & Peripherals7.6%—
- Integrated Oil & Gas5.8%—
- Interactive Media & Services5.6%—
- Systems Software4.9%—
- Broadline Retail4.1%—
- Diversified Banks3.8%—
- Consumer Staples Merchandise Retail2.7%—
- Other holdings54.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 238K | $41.6M | -11.9K | 7.8% |
| $AAPL | Apple Inc | 160K | $40.5M | +16.5K | 7.6% |
| $XOM | ExxonMobil Holdings Corporation | 182K | $30.9M | +3.8K | 5.8% |
| $GOOGL | Alphabet Inc | 104K | $29.8M | +6.75K | 5.6% |
| $MSFT | Microsoft Corporation | 70.6K | $26.1M | -9.91K | 4.9% |
| $AMZN | Amazon.com Inc | 105K | $21.8M | -4.16K | 4.1% |
| $AVGO | Broadcom Inc | 55.5K | $17.2M | -14.2K | 3.2% |
| $WMT | Walmart Inc | 117K | $14.5M | +28.1K | 2.7% |
| $GS | Goldman Sachs Group Inc | 17.1K | $14.5M | +8.06K | 2.7% |
| $MCK | McKesson Corporation | 16.1K | $13.9M | +2K | 2.6% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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