13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002018922
Total reported value
$23.6M
$23.6M
8 檔
1041.8%
During the Q4 2025 filing period, Criteria Caixa, S.a.u. (CIK: 0002018922) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $23.6M across 8 reported positions.
In Q4 2025, Criteria Caixa, S.a.u. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 24.95% | — | -18.30% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 22.38% | — | -18.30% | |
| 3 | UBER | Uber Technologies Inc | Stock-Industrials | 16.86% | — | -18.30% | |
| 4 | LIN | Linde plc | Stock-Materials | 12.34% | — | -18.30% | |
| 5 | ICLN | Ishares Global Clean Energy | ETF-Other | 8.46% | — | -18.30% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 6.86% | — | -18.30% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.08% | +0.06% | — | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.06% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +13.8% | -18.30% | Trim |
| 2 | AMZN | Amazon.com Inc | +13.5% | -18.30% | Trim |
| 3 | UBER | Uber Technologies Inc | +8.5% | -18.30% | Trim |
| 4 | LIN | Linde plc | +6.6% | -18.30% | Trim |
| 5 | ICLN | Ishares Global Clean Energy | +5.2% | -18.30% | Trim |
| 6 | V | Visa Inc-class A Shares | +4.1% | -18.30% | Trim |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +2.7% | — | Unchanged |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | +2.7% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 10 | ABBV | Abbvie Inc | — | EXIT | Sold out |
| 11 | IQV | Iqvia Holdings Inc | — | EXIT | Sold out |
| 12 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 13 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 14 | SNX | TD Synnex CORP | — | EXIT | Sold out |
| 15 | CNI | Canadian Natl Railway Co | — | EXIT | Sold out |
| 16 | AMAT | Applied Materials Inc | — | EXIT | Sold out |
| 17 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 18 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 19 | CL | Colgate-palmolive Co | — | EXIT | Sold out |
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 8 disclosed positions in Q4 2025.
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 MSFT, AMZN, UBER) accounted for 1041.8% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
GOOGL
前期市值: $143.8M
During Q4 2025, Criteria Caixa, S.a.u.'s top holdings by market value included MSFT (24.9%)、AMZN (22.4%)、UBER (16.9%). The largest single position, MSFT, represented 24.9% of total portfolio value.
In Q4 2025, Criteria Caixa, S.a.u. made 17 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 6 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.