Sienna Gestion — 13F holdings

Sienna Gestion reported 179 holdings worth $1.71B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $123M (7.2%)
2. AAPL APPLE INC — $102M (6.0%)
3. MSFT MICROSOFT CORP — $80.2M (4.7%)
4. GOOGL ALPHABET INC — $70.3M (4.1%)
5. AVGO BROADCOM INC — $43.5M (2.5%)
6. MU MICRON TECHNOLOGY INC — $39.1M (2.3%)
7. TSLA TESLA INC — $30.5M (1.8%)
8. AMAT APPLIED MATLS INC — $29.5M (1.7%)
9. JPM JPMorgan Chase & Co. — $28.8M (1.7%)
10. GOOG ALPHABET INC — $28.2M (1.7%)