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CIK: 0002018922
Total reported value
$23.6M
$23.6M
15 檔
1715.0%
According to the latest 13F quarterly dataset, Criteria Caixa, S.a.u. managed an equity portfolio of $23.6M at the end of Q4 2024, spanning 15 distinct U.S. exchange-listed positions.
In Q4 2024, Criteria Caixa, S.a.u. displayed an active expansion posture, initiating 1 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 15.98% | — | — | |
| 2 | ABBV | Abbvie Inc | Stock-Healthcare | 13.77% | — | — | |
| 3 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 10.46% | — | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.35% | — | +1.53% | |
| 5 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 7.31% | — | +11.18% | |
| 6 | PFE | Pfizer Inc | Stock-Healthcare | 6.84% | — | +3.52% | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 6.37% | — | +3.47% | |
| 8 | LIN | Linde plc | Stock-Materials | 6.14% | — | — | |
| 9 | MOS | Mosaic Co/the | Stock-Materials | 5.17% | — | — | |
| 10 | OTEX | Open Text CORP | Stock-Other | 4.69% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.66% | — | — | |
| 12 | COLM | Columbia Sportswear Co | Stock-Other | 3.25% | — | -2.51% | |
| 13 | MGA | Magna International Inc | Stock-Consumer Disc | 2.99% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | — | — | |
| 15 | ✓ | Stock-Other | 0.41% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +2.4% | — | Unchanged |
| 2 | AMZN | Amazon.com Inc | +1.9% | +1.53% | Add |
| 3 | ✓ | +0.4% | NEW | New buy | |
| 4 | V | Visa Inc-class A Shares | +0.4% | — | Unchanged |
| 5 | MGA | Magna International Inc | +0.1% | — | Unchanged |
| 6 | COLM | Columbia Sportswear Co | +0.1% | -2.51% | Trim |
| 7 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 8 | PFE | Pfizer Inc | -0.1% | +3.52% | Add |
| 9 | MOS | Mosaic Co/the | -0.3% | — | Unchanged |
| 10 | IQV | Iqvia Holdings Inc | -0.4% | +11.18% | Add |
| 11 | LIN | Linde plc | -0.6% | — | Unchanged |
| 12 | OTEX | Open Text CORP | -0.7% | — | Unchanged |
| 13 | ABBV | Abbvie Inc | -1.1% | — | Unchanged |
| 14 | UBER | Uber Technologies Inc | -1.1% | +3.47% | Add |
| 15 | KHC | Kraft Heinz Co/the | -1.1% | — | Unchanged |
According to official SEC Form 13F filings, Criteria Caixa, S.a.u. reported a total U.S. public equity portfolio value of $23.6M across 15 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, ABBV, KHC) accounted for 1715.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
市值: $2.8M
Top Position Liquidated / Trimmed
COLM
前期市值: $23.1M
During Q4 2024, Criteria Caixa, S.a.u.'s top holdings by market value included GOOGL (16.0%)、ABBV (13.8%)、KHC (10.5%). The largest single position, GOOGL, represented 16.0% of total portfolio value.
In Q4 2024, Criteria Caixa, S.a.u. made 6 total portfolio adjustments, initiating 1 new buys, adding to 4 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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