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CIK: 0002018922
Total reported value
$23.6M
$23.6M
13 檔
1742.6%
As reported in its official Q1 2025 Form 13F filing, Criteria Caixa, S.a.u.'s tracked investment portfolio stood at $23.6M with 13 total positions.
In Q1 2025, Criteria Caixa, S.a.u. displayed an active expansion posture, initiating 3 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 16.69% | — | — | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 13.43% | — | — | |
| 3 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 10.66% | — | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 10.08% | — | +200.75% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.60% | — | +3.40% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 7.83% | — | -1.88% | |
| 7 | LIN | Linde plc | Stock-Materials | 7.02% | — | — | |
| 8 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 6.74% | — | — | |
| 9 | PFE | Pfizer Inc | Stock-Healthcare | 6.72% | — | — | |
| 10 | ICLN | Ishares Global Clean Energy | ETF-Other | 3.06% | — | — | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.97% | — | — | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.88% | — | — | |
| 13 | SNX | TD Synnex CORP | Stock-Tech | 2.32% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +6.5% | +200.75% | Add |
| 2 | ABBV | Abbvie Inc | +1.9% | — | Unchanged |
| 3 | AMZN | Amazon.com Inc | +1.2% | +3.40% | Add |
| 4 | V | Visa Inc-class A Shares | +0.8% | — | Unchanged |
| 5 | UBER | Uber Technologies Inc | +0.3% | -1.88% | Add |
| 6 | LIN | Linde plc | +0.3% | — | Unchanged |
| 7 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 8 | PFE | Pfizer Inc | -0.3% | — | Add |
| 9 | KHC | Kraft Heinz Co/the | -0.9% | — | Unchanged |
| 10 | IQV | Iqvia Holdings Inc | -0.9% | — | Add |
| 11 | MOS | Mosaic Co/the | — | EXIT | Sold out |
| 12 | OTEX | Open Text CORP | — | EXIT | Sold out |
| 13 | COLM | Columbia Sportswear Co | — | EXIT | Sold out |
| 14 | ICLN | Ishares Global Clean Energy | — | NEW | New buy |
| 15 | MGA | Magna International Inc | — | EXIT | Sold out |
| 16 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 17 | SNX | TD Synnex CORP | — | NEW | New buy |
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 13 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ABBV, GOOGL, KHC) accounted for 1742.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
ICLN
市值: $20.9M
Top Position Liquidated / Trimmed
MOS
前期市值: $39.5M
During Q1 2025, Criteria Caixa, S.a.u.'s top holdings by market value included ABBV (16.7%)、GOOGL (13.4%)、KHC (10.7%). The largest single position, ABBV, represented 16.7% of total portfolio value.
In Q1 2025, Criteria Caixa, S.a.u. made 12 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 0 holdings, and fully liquidating 4 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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