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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GAM Holding AG

Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001172661-25-002866

Total Value
$1.42B
Positions
287
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT90,943$45.2M3.18%
2MICROSOFT CORPMSFT81,929$40.8M2.87%
3META PLATFORMS INCMETA53,588$39.6M2.78%
4NVIDIA CORPORATIONNVDA225,251$35.6M2.50%
5ALPHABET INCGOOG188,440$33.2M2.33%
6FERRARI N VRACE64,107$31.3M2.20%
7UBS GROUP AGUBS859,043$29.0M2.04%
8NVIDIA CORPORATIONNVDA181,953$28.7M2.02%
9ISHARES INC464286392143,421$24.3M1.71%
10APPLE INCAAPL95,494$19.6M1.38%
11VISA INCV53,685$19.1M1.34%
12BROADCOM INCAVGO67,206$18.5M1.30%
13ALPHABET INCGOOG101,980$18.0M1.26%
14ALCON AGALC196,818$17.4M1.22%
15AMAZON COM INCAMZN77,047$16.9M1.19%
16NETFLIX INCNFLX12,221$16.4M1.15%
17LOGITECH INTL S AH50430232175,845$15.8M1.11%
18BOOKING HOLDINGS INCBKNG2,688$15.6M1.09%
19ORACLE CORPORCL-PD69,102$15.1M1.06%
20PROCTER AND GAMBLE CO74271810994,815$15.1M1.06%
21APPLE INCAAPL71,693$14.7M1.03%
22FISERV INCFISV83,491$14.4M1.01%
23AMER SPORTS INCAS349,700$13.6M0.95%
24MASTERCARD INCORPORATEDMA23,852$13.4M0.94%
25CRH PLCCRH145,403$13.4M0.94%
26VISA INCV36,104$12.8M0.90%
27AMAZON COM INCAMZN58,336$12.8M0.90%
28VANGUARD INDEX FDS92290836322,250$12.6M0.89%
29MARKEL GROUP INCMKL6,031$12.0M0.85%
30RALPH LAUREN CORPRL43,870$12.0M0.85%
31VIKING HOLDINGS LTDVIK224,801$12.0M0.84%
32DISNEY WALT CO25468710694,863$11.8M0.83%
33HILTON WORLDWIDE HLDGS INCHLT44,147$11.8M0.83%
34EXXON MOBIL CORPXOM107,637$11.6M0.82%
35ADOBE INCADBE29,792$11.5M0.81%
36TAPESTRY INCTPR125,900$11.1M0.78%
37JPMORGAN CHASE & CO.VYLD37,528$10.9M0.76%
38MARRIOTT INTL INC NEW57190320237,380$10.2M0.72%
39MERCK & CO INCMRK123,484$9.8M0.69%
40ONESPAWORLD HOLDINGS LIMITEDOSW471,000$9.6M0.68%
41ELECTRONIC ARTS INCEA58,666$9.4M0.66%
42NETFLIX INCNFLX6,783$9.1M0.64%
43ROYAL CARIBBEAN GROUPV7780T10328,950$9.1M0.64%
44BRISTOL-MYERS SQUIBB COCELG-RI185,063$8.6M0.60%
45ELI LILLY & COLLY10,945$8.5M0.60%
46LAM RESEARCH CORPLRCX87,386$8.5M0.60%
47LINDE PLCLIN17,682$8.3M0.58%
48SCHWAB CHARLES CORPSCHW-PJ90,152$8.2M0.58%
49SERVICENOW INCNOW7,868$8.1M0.57%
50TE CONNECTIVITY PLCTEL47,756$8.1M0.57%
51EMERSON ELEC COEMR59,591$7.9M0.56%
52CONOCOPHILLIPSCOP88,293$7.9M0.56%
53INTUITIVE SURGICAL INCISRG14,193$7.7M0.54%
54ISHARES INC46434G103127,793$7.7M0.54%
55HUNTINGTON BANCSHARES INCHBANP457,190$7.7M0.54%
56APPLIED MATLS INC03822210541,352$7.6M0.53%
57BROADCOM INCAVGO27,351$7.5M0.53%
58EOG RES INCEOG62,829$7.5M0.53%
59JOHNSON & JOHNSONJNJ48,871$7.5M0.52%
60ON HLDG AGH5919C104142,900$7.4M0.52%
61PUBLIC STORAGE OPER COPSA-PS24,856$7.3M0.51%
62ELI LILLY & COLLY9,038$7.0M0.50%
63KEURIG DR PEPPER INCKDP212,358$7.0M0.49%
64CADENCE DESIGN SYSTEM INCCDNS22,680$7.0M0.49%
65MEDTRONIC PLCMDT79,889$7.0M0.49%
66HALEON PLCHLNCF665,930$6.9M0.49%
67PROGRESSIVE CORP74331510325,391$6.8M0.48%
68AMPHENOL CORP NEW03209510168,404$6.8M0.47%
69COSTCO WHSL CORP NEW22160K1056,651$6.6M0.46%
70INTUITINTU8,350$6.6M0.46%
71FULL TRUCK ALLIANCE CO LTDYMM555,933$6.6M0.46%
72NXP SEMICONDUCTORS N VNXPI29,453$6.4M0.45%
73META PLATFORMS INCMETA8,598$6.3M0.45%
74ERMENEGILDO ZEGNA N VZGN707,337$6.0M0.43%
75COSTCO WHSL CORP NEW22160K1055,775$5.7M0.40%
76STRYKER CORPORATIONSYK14,195$5.6M0.39%
77LAM RESEARCH CORPLRCX56,650$5.5M0.39%
78AUTOMATIC DATA PROCESSING INADP17,807$5.5M0.39%
79AMETEK INCAME29,949$5.4M0.38%
80INFOSYS LTDINFY291,556$5.4M0.38%
81ISHARES TR46428744056,000$5.4M0.38%
82UNITED PARCEL SERVICE INCUPS53,052$5.4M0.38%
83UNITEDHEALTH GROUP INCUNH16,872$5.3M0.37%
84UBER TECHNOLOGIES INCUBER55,204$5.2M0.36%
85UBER TECHNOLOGIES INCUBER54,830$5.1M0.36%
86MERCADOLIBRE INCMELI1,925$5.0M0.35%
87JPMORGAN CHASE & CO.VYLD17,140$5.0M0.35%
88US BANCORP DELUSB-PS108,824$4.9M0.35%
89NIKE INCNKE68,478$4.9M0.34%
90ELEVANCE HEALTH INCELV12,470$4.9M0.34%
91GE AEROSPACE36960430118,565$4.8M0.34%
92VERTEX PHARMACEUTICALS INCVRTX10,553$4.7M0.33%
93TAIWAN SEMICONDUCTOR MFG LTD87403910020,333$4.6M0.32%
94INTUITIVE SURGICAL INCISRG8,372$4.5M0.32%
95UNITEDHEALTH GROUP INCUNH14,304$4.5M0.31%
96SERVICENOW INCNOW4,320$4.4M0.31%
97MOTOROLA SOLUTIONS INCMSI10,420$4.4M0.31%
98COCA COLA COKO61,841$4.4M0.31%
99AFLAC INCAFL40,608$4.3M0.30%
100TAIWAN SEMICONDUCTOR MFG LTD87403910018,649$4.2M0.30%
101APPLIED MATLS INC03822210522,341$4.1M0.29%
102INTUITINTU5,188$4.1M0.29%
103GALLAGHER ARTHUR J & CO36357610912,547$4.0M0.28%
104CATERPILLAR INCCAT10,334$4.0M0.28%
105EATON CORP PLCETN11,164$4.0M0.28%
106TENCENT MUSIC ENTMT GROUPXHLD195,000$3.8M0.27%
107NASDAQ INCNDAQ42,348$3.8M0.27%
108ALPHABET INCGOOG21,306$3.8M0.27%
109HDFC BANK LTDHDB48,567$3.7M0.26%
110AUTODESK INCADSK12,015$3.7M0.26%
111MOTOROLA SOLUTIONS INCMSI8,594$3.6M0.25%
112HONEYWELL INTL INC43851610615,044$3.5M0.25%
113FORTINET INCFTNT33,020$3.5M0.25%
114NEXTERA ENERGY INCNEE-PW48,507$3.4M0.24%
115REPUBLIC SVCS INC76075910013,611$3.4M0.24%
116PHILIP MORRIS INTL INC71817210918,343$3.3M0.23%
117BERKSHIRE HATHAWAY INC DELBRK-A6,829$3.3M0.23%
118HILTON WORLDWIDE HLDGS INCHLT12,360$3.3M0.23%
119ARM HOLDINGS PLC04206820520,314$3.3M0.23%
120TEXAS INSTRS INC88250810415,508$3.2M0.23%
121SHARKNINJA INCSN32,190$3.2M0.22%
122SPOTIFY TECHNOLOGY S ASPOT4,144$3.2M0.22%
123PALO ALTO NETWORKS INCPANW15,370$3.1M0.22%
124ANALOG DEVICES INCADI12,876$3.1M0.22%
125ISHARES BITCOIN TRUST ETFIBIT50,000$3.1M0.22%
126BWX TECHNOLOGIES INCBWXT20,497$3.0M0.21%
127BERKSHIRE HATHAWAY INC DELBRK-A5,903$2.9M0.20%
128S&P GLOBAL INCSPGI5,430$2.9M0.20%
129VERISK ANALYTICS INCVRSK9,173$2.9M0.20%
130MSCI INCMSCI4,872$2.8M0.20%
131IDEXX LABS INC45168D1045,137$2.8M0.19%
132CANADIAN PACIFIC KANSAS CITYCP34,228$2.7M0.19%
133NORTHERN DYNASTY MINERALS LT66510M2042,000,000$2.7M0.19%
134NEWS CORP NEWNWSLL90,000$2.7M0.19%
135ATOUR LIFESTYLE HLDGS LTDATAT80,000$2.6M0.18%
136THERMO FISHER SCIENTIFIC INCTMO6,356$2.6M0.18%
137ATOUR LIFESTYLE HLDGS LTDATAT78,800$2.6M0.18%
138BOSTON SCIENTIFIC CORPBSX23,833$2.6M0.18%
139DANAHER CORPORATION23585110212,799$2.5M0.18%
140SOUTHERN COSOMN27,089$2.5M0.17%
141WALMART INCWMT25,349$2.5M0.17%
142GOLDMAN SACHS GROUP INCGSCE3,497$2.5M0.17%
143FULL TRUCK ALLIANCE CO LTDYMM208,000$2.5M0.17%
144CROWDSTRIKE HLDGS INCCRWD4,723$2.4M0.17%
145PTC INCPTC13,860$2.4M0.17%
146UNION PAC CORPUNP10,287$2.4M0.17%
147PROCTER AND GAMBLE CO74271810914,571$2.3M0.16%
148RYANAIR HOLDINGS PLCRYAOF40,000$2.3M0.16%
149KANZHUN LIMITEDBZ125,000$2.2M0.16%
150ICICI BANK LIMITEDIBN64,915$2.2M0.15%
151FUTU HLDGS LTDFUTU17,500$2.2M0.15%
152KANZHUN LIMITEDBZ118,677$2.1M0.15%
153PTC INCPTC12,082$2.1M0.15%
154ICICI BANK LIMITEDIBN60,000$2.0M0.14%
155EXXON MOBIL CORPXOM18,242$2.0M0.14%
156DEERE & CODE3,803$1.9M0.14%
157MASTERCARD INCORPORATEDMA3,377$1.9M0.13%
158DUKE ENERGY CORP NEWDUKB15,388$1.8M0.13%
159PDD HOLDINGS INCPDD17,196$1.8M0.13%
160LEAR CORPLEA18,941$1.8M0.13%
161FUTU HLDGS LTDFUTU14,000$1.7M0.12%
162CISCO SYS INCCSCO24,462$1.7M0.12%
163BORGWARNER INCBWA49,306$1.7M0.12%
164DYNATRACE INCDT29,878$1.6M0.12%
165ZOETIS INCZTS10,564$1.6M0.12%
166PUBLIC SVC ENTERPRISE GRP IN74457310619,490$1.6M0.12%
167HOME DEPOT INCHD4,458$1.6M0.11%
168BLACKROCK INCBLK1,512$1.6M0.11%
169BOOZ ALLEN HAMILTON HLDG CORBAH15,215$1.6M0.11%
170WNS HLDGS LTDG9819610125,000$1.6M0.11%
171COCA COLA COKO22,044$1.6M0.11%
172GE AEROSPACE3696043016,029$1.6M0.11%
173CORPAY INCCPAY4,658$1.5M0.11%
174SALESFORCE INCCRM5,621$1.5M0.11%
175SEMPRASREA20,161$1.5M0.11%
176VANGUARD INTL EQUITY INDEX F92204285831,000$1.5M0.11%
177INGERSOLL RAND INCIR18,320$1.5M0.11%
178DARDEN RESTAURANTS INCDRI6,975$1.5M0.11%
179INFOSYS LTDINFY80,000$1.5M0.10%
180INTERNATIONAL BUSINESS MACHSINTR4,948$1.5M0.10%
181ABBVIE INCABBV7,802$1.4M0.10%
182FISERV INCFISV8,365$1.4M0.10%
183TEXAS INSTRS INC8825081046,907$1.4M0.10%
184CBOE GLOBAL MKTS INC12503M1086,146$1.4M0.10%
185WEC ENERGY GROUP INCWEC13,729$1.4M0.10%
186CHURCH & DWIGHT CO INCCHD14,882$1.4M0.10%
187SYSCO CORPSYY18,846$1.4M0.10%
188ABBOTT LABSABLZF10,490$1.4M0.10%
189DISNEY WALT CO25468710611,480$1.4M0.10%
190WELLS FARGO CO NEW94974610117,670$1.4M0.10%
191RTX CORPORATIONRTX9,610$1.4M0.10%
192ROYAL CARIBBEAN GROUPV7780T1034,475$1.4M0.10%
193AUTOLIV INCALV12,506$1.4M0.10%
194GARTNER INCIT3,432$1.4M0.10%
195JOHNSON & JOHNSONJNJ8,998$1.4M0.10%
196PALANTIR TECHNOLOGIES INCPLTR9,920$1.4M0.10%
197CAMDEN PPTY TR13313110211,984$1.4M0.09%
198ORACLE CORPORCL-PD6,126$1.3M0.09%
199APPLOVIN CORPAPP3,812$1.3M0.09%
200ISHARES TR46429B59823,660$1.3M0.09%
201NORTHROP GRUMMAN CORPNOC2,622$1.3M0.09%
202BROWN & BROWN INCBRO11,775$1.3M0.09%
203GENERAL MTRS CO37045V10026,496$1.3M0.09%
204PROGRESSIVE CORP7433151034,875$1.3M0.09%
205KEYCORP49326710874,530$1.3M0.09%
206BANK AMERICA CORP06050510427,301$1.3M0.09%
207EATON CORP PLCETN3,568$1.3M0.09%
208COPART INCCPRT25,907$1.3M0.09%
209KKR & CO INCKKRT9,553$1.3M0.09%
210AT&T INCT-PC43,796$1.3M0.09%
211PDD HOLDINGS INCPDD12,000$1.3M0.09%
212MCKESSON CORPMCK1,701$1.2M0.09%
213ROCKWELL AUTOMATION INCROK3,732$1.2M0.09%
214ACCENTURE PLC IRELANDACN4,124$1.2M0.09%
215PPG INDS INC69350610710,773$1.2M0.09%
216MID-AMER APT CMNTYS INC59522J1038,256$1.2M0.09%
217CHEVRON CORP NEWCVX8,385$1.2M0.08%
218CHURCH & DWIGHT CO INCCHD12,362$1.2M0.08%
219WATERS CORP9418481033,310$1.2M0.08%
220TRADEWEB MKTS INC8926721067,852$1.1M0.08%
221CORTEVA INCCTVA15,409$1.1M0.08%
222LIVE NATION ENTERTAINMENT INLYV7,417$1.1M0.08%
223CANADA GOOSE HLDGS INCGOOS100,000$1.1M0.08%
224RYANAIR HOLDINGS PLCRYAOF19,200$1.1M0.08%
225FAIR ISAAC CORPFICO605$1.1M0.08%
226RENEW ENERGY GLOBAL PLCRNWWW160,000$1.1M0.08%
227GUESS INC40161710590,000$1.1M0.08%
228SHUTTERSTOCK INCSSTK57,000$1.1M0.08%
229NORTHERN DYNASTY MINERALS LT66510M204800,000$1.1M0.08%
230COTY INCCOTY230,000$1.1M0.08%
231DARLING INGREDIENTS INCDAR27,132$1.0M0.07%
232LANTHEUS HLDGS INCLNTH12,423$1.0M0.07%
233ANSYS INC03662Q1052,738$961,6400.07%
234SEA LTDSE6,000$959,6400.07%
235MONDAY COM LTDMNDY3,018$949,1010.07%
236NETEASE INCNETTF6,722$904,6470.06%
237DR REDDYS LABS LTD25613520360,000$901,8000.06%
238GARMIN LTDGRMN4,316$900,8360.06%
239CADIZ INCCDZIP300,000$897,0000.06%
240DEXCOM INCDXCM10,244$894,1990.06%
241LINDE PLCLIN1,897$890,0340.06%
242KLA CORPKLAC986$883,2000.06%
243CF INDS HLDGS INC1252691009,596$882,8320.06%
244VESTIS CORPORATIONVSTS150,000$859,5000.06%
245LULULEMON ATHLETICA INCLULU3,551$843,6470.06%
246SPHERE ENTERTAINMENT COSPHR20,000$836,0000.06%
247ABERCROMBIE & FITCH COANF10,000$828,5000.06%
248T-MOBILE US INCTMUSZ3,375$804,1280.06%
249APTIV PLCAPTV11,372$775,7980.05%
250FOX CORPFOX15,000$774,4500.05%
251MARTIN MARIETTA MATLS INC5732841061,405$771,2890.05%
252BANCO BBVA ARGENTINA S ABBAR45,166$743,4320.05%
253BAIDU INCBAIDF8,658$742,5100.05%
254DUOLINGO INCDUOL1,786$732,2960.05%
255BIO RAD LABS INC0905722073,000$723,9600.05%
256HESS CORPHESM5,000$692,7000.05%
257HDFC BANK LTDHDB9,000$690,0300.05%
258TRIP COM GROUP LTDTRPCF11,330$664,3910.05%
259SOHO HOUSE & CO INC58600110982,520$606,5220.04%
260BROWN FORMAN CORPBF-B20,000$538,2000.04%
261TENCENT MUSIC ENTMT GROUPXHLD26,000$506,7400.04%
262CONSTELLATION BRANDS INCSTZ3,000$488,0400.03%
263GRAB HOLDINGS LIMITEDGRABW94,090$473,2730.03%
264ANSYS INC03662Q1051,275$447,8060.03%
265VERIZON COMMUNICATIONS INCVZ10,000$432,7000.03%
266MANPOWERGROUP INC WISMAN10,000$404,0000.03%
267VESTIS CORPORATIONVSTS70,000$401,1000.03%
268COTY INCCOTY80,000$372,0000.03%
269CAPRI HOLDINGS LIMITEDCPRI20,000$354,0000.02%
270INTEL CORPINTC15,000$336,0000.02%
271BANCO MACRO SA05961W1054,781$335,6740.02%
272WNS HLDGS LTDG981961015,000$316,2000.02%
273CADIZ INCCDZIP100,000$299,0000.02%
274STELLANTIS N.VSTLA29,000$289,6600.02%
275RIOT PLATFORMS INCRIOT25,000$282,5000.02%
276MODERNA INCMRNA10,000$275,9000.02%
277MICROSTRATEGY INCSTRK600$242,5380.02%
278SEA LTDSE1,500$239,9100.02%
279RENEW ENERGY GLOBAL PLCRNWWW30,000$207,3000.01%
280DR REDDYS LABS LTD25613520312,000$180,3600.01%
281CAPRI HOLDINGS LIMITEDCPRI10,000$177,0000.01%
282MARA HOLDINGS INCMARA10,000$156,8000.01%
283GETTY IMAGES HOLDINGS INCGETY75,000$124,5000.01%
284AMBEV SAABEV48,000$115,6800.01%
285BATTALION OIL CORPBATL80,000$103,2000.01%
286BATTALION OIL CORPBATL35,000$45,1500.00%
287SOHO HOUSE & CO INC5860011092,206$16,2140.00%