Graphene Investments SAS — 13F holdings

Graphene Investments SAS reported 42 holdings worth $185M in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

1. GOOGL ALPHABET INC — $14.9M (8.0%)
2. NVDA NVIDIA CORPORATION — $11.5M (6.2%)
3. MSFT MICROSOFT CORP — $8.05M (4.4%)
4. AAPL APPLE INC — $7.66M (4.1%)
5. AVGO BROADCOM INC — $6.92M (3.7%)
6. HCA HCA HEALTHCARE INC — $4.10M (2.2%)
7. NDAQ Nasdaq Inc — $4.06M (2.2%)
8. EOG EOG RES INC — $4.00M (2.2%)
9. MSI MOTOROLA SOLUTIONS INC — $3.97M (2.1%)
10. LLY ELI LILLY & CO — $3.93M (2.1%)