Intesa Sanpaolo S.p.A. 13F holdings
Intesa Sanpaolo S.p.A. reported 230 positions with a total reported value of $2.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: SPCX SPACE EXPLORATION TECHN CORP (34.3%), AZN ASTRAZENECA PLC (9.7%), NVDA NVIDIA CORPORATION (3.2%), MSFT MICROSOFT CORP (2.9%), STLA STELLANTIS N.V (2.8%). Against 2026-03-31 it opened 33 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 230 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 5,656,200 | $966.4M | 34.3% |
| AZN ASTRAZENECA PLC | 1,469,097 | $273.8M | 9.7% |
| NVDA NVIDIA CORPORATION | 453,835 | $90.8M | 3.2% |
| MSFT MICROSOFT CORP | 218,264 | $81.4M | 2.9% |
| STLA STELLANTIS N.V | 13,742,941 | $77.9M | 2.8% |
| ARKB ARK 21SHARES BITCOIN ETF | 3,473,584 | $67.6M | 2.4% |
| RACE FERRARI N V | 173,517 | $64.1M | 2.3% |
| META META PLATFORMS INC | 103,996 | $58.6M | 2.1% |
| GOOGL ALPHABET INC | 163,512 | $58.4M | 2.1% |
| NKE NIKE INC | 1,347,336 | $55.3M | 2.0% |
| AAPL APPLE INC | 170,405 | $49.3M | 1.8% |
| PANW PALO ALTO NETWORKS INC | 107,066 | $36.5M | 1.3% |
| TTE TOTALENERGIES SE | 444,334 | $34.4M | 1.2% |
| ABBV ABBVIE INC | 124,267 | $31.3M | 1.1% |
| AMD ADVANCED MICRO DEVICES INC | 48,518 | $28.2M | 1.0% |
| DDOG DATADOG INC | 107,504 | $27.5M | 1.0% |
| V VISA INC | 74,612 | $25.6M | 0.9% |
| LLY ELI LILLY & CO | 19,008 | $22.8M | 0.8% |
| AMZN AMAZON COM INC | 87,910 | $20.9M | 0.7% |
| BLK BLACKROCK INC | 21,656 | $20.8M | 0.7% |
| BAC BANK OF AMER CORP | 363,017 | $20.7M | 0.7% |
| ZS ZSCALER INC | 142,515 | $20.0M | 0.7% |
| AVGO BROADCOM INC | 53,259 | $19.9M | 0.7% |
| BSX BOSTON SCIENTIFIC CORP | 445,305 | $19.0M | 0.7% |
| ETN EATON CORP PLC | 44,193 | $18.8M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 33 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 5,656,200 | $966.4M | 34.3% |
| QGEN QIAGEN NV | 337,595 | $13.2M | 0.5% |
| KRANESHARES TRUST | 220,000 | $5.4M | 0.2% |
| ISHARES TR | 38,827 | $3.2M | 0.1% |
| SCCO SOUTHERN COPPER CORP | 14,117 | $2.5M | <0.1% |
| CORPORACION AMER ARPTS S A | 80,000 | $2.0M | <0.1% |
| NU NU HLDGS LTD | 150,000 | $2.0M | <0.1% |
| CIEN CIENA CORP | 3,281 | $1.6M | <0.1% |
| COEUR MNG INC | 97,931 | $1.6M | <0.1% |
| SNDK SANDISK CORP | 700 | $1.6M | <0.1% |
| HL HECLA MINING COMPANY | 102,201 | $1.6M | <0.1% |
| IVZ INVESCO EXCH TRADED FD TR II | 20,000 | $1.5M | <0.1% |
| RTX RTX CORPORATION | 6,000 | $1.1M | <0.1% |
| NBIS NEBIUS GROUP N.V. | 3,500 | $967.7K | <0.1% |
| BE BLOOM ENERGY CORP | 2,900 | $877.8K | <0.1% |
| MSCI MSCI INC | 1,471 | $823.8K | <0.1% |
| UAA UNDER ARMOUR INC | 120,469 | $769.8K | <0.1% |
| WSE WISE GROUP PLC | 59,976 | $717.0K | <0.1% |
| DT DYNATRACE INC | 8,500 | $373.2K | <0.1% |
| TRIP TRIPADVISOR INC | 25,000 | $342.8K | <0.1% |
| GDDY GODADDY INC | 3,750 | $318.3K | <0.1% |
| URI UNITED RENTALS INC | 271 | $307.0K | <0.1% |
| MORGAN STANLEY BITCOIN TR | 17,400 | $293.2K | <0.1% |
| AMRZ AMRIZE LTD | 5,000 | $267.3K | <0.1% |
| ORBS EIGHTCO HOLDINGS INC | 300,000 | $208.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 56,480 | $18.2M | 1.1% |
| CNH INDL N V | 620,024 | $6.6M | 0.4% |
| HAL HALLIBURTON CO | 52,000 | $2.0M | 0.1% |
| DIGITAL RLTY TR INC | 9,000 | $1.6M | 0.1% |
| CMCSA COMCAST CORP NEW | 44,969 | $1.3M | <0.1% |
| SLB SLB LIMITED | 19,000 | $976.4K | <0.1% |
| GEV GE VERNOVA INC | 700 | $622.2K | <0.1% |
| CRM SALESFORCE INC | 3,000 | $560.0K | <0.1% |
| BIDU BAIDU INC | 2,500 | $278.6K | <0.1% |
| QUANTA SVCS INC | 500 | $274.5K | <0.1% |
| ABNB AIRBNB INC | 2,000 | $252.6K | <0.1% |
| SE SEA LTD | 2,000 | $165.6K | <0.1% |
| CTRI CENTURI HOLDINGS INC | 4,000 | $116.8K | <0.1% |
| DYNC DYNAMIX CORP | 10,000 | $104.7K | <0.1% |
| OKLO OKLO INC | 1,907 | $94.6K | <0.1% |
| VSNT VERSANT MEDIA GROUP INC | 1,787 | $63.3K | <0.1% |
| BTCS BTCS INC | 16,000 | $19.0K | <0.1% |
| EBAY EBAY INC. | 50 | $4.5K | <0.1% |
| ZIM ZIM INTEGRATED SHIPPING SERV | 100 | $2.6K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AZN ASTRAZENECA PLC | 1,163,193 | 1,469,097 | +26.3% | $273.8M |
| TTE TOTALENERGIES SE | 118,637 | 444,334 | +274.5% | $34.4M |
| META META PLATFORMS INC | 71,238 | 103,996 | +46.0% | $58.6M |
| NKE NIKE INC | 916,250 | 1,347,336 | +47.0% | $55.3M |
| AAPL APPLE INC | 127,842 | 170,405 | +33.3% | $49.3M |
| ETN EATON CORP PLC | 18,384 | 44,193 | +140.4% | $18.8M |
| BLK BLACKROCK INC | 10,471 | 21,656 | +106.8% | $20.8M |
| BSX BOSTON SCIENTIFIC CORP | 196,910 | 445,305 | +126.1% | $19.0M |
| ABBV ABBVIE INC | 84,186 | 124,267 | +47.6% | $31.3M |
| NEM NEWMONT CORP | 3,150 | 104,872 | +3,229.3% | $9.8M |
| CCEP COCA-COLA EUROPACIFIC PARTNE | 78,857 | 169,714 | +115.2% | $17.0M |
| GOOGL ALPHABET INC | 141,586 | 163,512 | +15.5% | $58.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AMD ADVANCED MICRO DEVICES INC | 111,027 | 48,518 | -56.3% | $28.2M |
| AMZN AMAZON COM INC | 182,555 | 87,910 | -51.8% | $20.9M |
| IBIT ISHARES BITCOIN TRUST ETF | 646,809 | 40,723 | -93.7% | $1.4M |
| DB DEUTSCHE BK AG | 651,446 | 103,168 | -84.2% | $3.5M |
| ADI ANALOG DEVICES INC | 50,087 | 16,830 | -66.4% | $6.7M |
| PH PARKER-HANNIFIN CORP | 14,735 | 4,660 | -68.4% | $4.6M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 35,505 | 15,053 | -57.6% | $7.2M |
| RACE FERRARI N V | 198,645 | 173,517 | -12.6% | $64.1M |
| ON ON SEMICONDUCTOR CORP | 164,841 | 84,662 | -48.6% | $7.9M |
| TEXAS INSTRS INC | 44,592 | 20,154 | -54.8% | $6.0M |
| DKS DICKS SPORTING GOODS INC | 56,909 | 37,140 | -34.7% | $8.4M |
| QCOM QUALCOMM INC | 90,024 | 67,460 | -25.1% | $12.5M |
CIK 1374384 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
