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CIK: 0002018922
Total reported value
$23.6M
$23.6M
2 檔
99.7%
At the close of Q1 2026, Criteria Caixa, S.a.u. disclosed equity holdings valued at approximately $23.6M, spread across 2 reported holdings.
In Q1 2026, Criteria Caixa, S.a.u. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 50.24% | +0.06% | — | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 49.76% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +46.2% | — | Unchanged |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | +45.7% | — | Unchanged |
| 3 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 4 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 5 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 6 | LIN | Linde plc | — | EXIT | Sold out |
| 7 | ICLN | Ishares Global Clean Energy | — | EXIT | Sold out |
| 8 | V | Visa Inc-class A Shares | — | 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 2 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SHY, IEI) accounted for 99.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
MSFT
前期市值: $72.3M
During Q1 2026, Criteria Caixa, S.a.u.'s top holdings by market value included SHY (50.2%)、IEI (49.8%). The largest single position, SHY, represented 50.2% of total portfolio value.
In Q1 2026, Criteria Caixa, S.a.u. made 6 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 6 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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