EFG Asset Management (North America) Corp. — 13F holdings

EFG Asset Management (North America) Corp. reported 168 holdings worth $773M in its 13F filing for Q3 2025, filed November 3, 2025.

Largest positions

1. NVDA NVIDIA CORPORATION — $25.9M (3.4%)
2. AMZN AMAZON COM INC — $19.6M (2.5%)
3. GOOGL ALPHABET INC — $19.4M (2.5%)
4. AVGO BROADCOM INC — $18.1M (2.3%)
5. META META PLATFORMS INC — $17.8M (2.3%)
6. LLY ELI LILLY & CO — $13.8M (1.8%)
7. NFLX NETFLIX INC — $10.6M (1.4%)
8. VRT VERTIV HOLDINGS CO — $10.3M (1.3%)
9. APP APPLOVIN CORP — $9.82M (1.3%)
10. MRVL MARVELL TECHNOLOGY INC — $9.38M (1.2%)