BLI - Banque de Luxembourg Investments — 13F holdings

BLI - Banque de Luxembourg Investments reported 195 holdings worth $2.83B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. MSFT MICROSOFT CORP — $147M (5.2%)
  2. GOOGL ALPHABET INC — $113M (4.0%)
  3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $112M (4.0%)
  4. V VISA INC — $94.7M (3.3%)
  5. AAPL APPLE INC — $94.7M (3.3%)
  6. CNI CANADIAN NATL RY CO — $81.6M (2.9%)
  7. MA MASTERCARD INCORPORATED — $70.9M (2.5%)
  8. UNP UNION PAC CORP — $70.5M (2.5%)
  9. AMZN AMAZON COM INC — $70.4M (2.5%)
  10. AZN ASTRAZENECA PLC — $68.3M (2.4%)