Exane Asset Management — 13F holdings

Exane Asset Management reported 20 holdings worth $144M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. DB DEUTSCHE BANK A G — $24.2M (16.8%)
2. FER FERROVIAL SE — $23.3M (16.2%)
3. SPOT SPOTIFY TECHNOLOGY S A — $12.3M (8.5%)
4. IFF INTERNATIONAL FLAVORS&FRAGRA — $11.1M (7.7%)
5. CRH CRH PLC — $11.0M (7.6%)
6. AZN ASTRAZENECA PLC — $9.27M (6.4%)
7. SW SMURFIT WESTROCK PLC — $8.94M (6.2%)
8. SHOP SHOPIFY INC — $8.79M (6.1%)
9. MSFT MICROSOFT CORP — $8.19M (5.7%)
10. ABNB AIRBNB INC — $6.97M (4.8%)