CIBC Capital Markets (Europe) S.A.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), CIBC Capital Markets (Europe) S.A. reported 10 stock positions worth $268.5 million. Its top holding was Netflix (NFLX) at 12.2% of the portfolio, followed by Nvidia (NVDA, 10.4%) and Uber Technologies (UBER, 10.3%). Compared with Q1 2025, it added to 10. The biggest buy was Advanced Micro Devices (AMD, shares +342%).
- Most Recent 13F
- Q2 2026
- Location
- LUXEMBOURG, N4
- CIK
- 0002045104
- Portfolio Value
- $268.5M (Q2 2025)
- SEC Filing
- 0002045104-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 10 stocks · $268.5M
| NFLX Netflix Inc. | 12.22% | 24,503 | $32.8M | Add +163.5% |
| NVDA Nvidia Corp. | 10.37% | 176,229 | $27.8M | Add +253.9% |
| UBER Uber Technologies Inc. | 10.32% | 297,032 | $27.7M | Add +236.4% |
| AMD Advanced Micro Devices | 10.04% | 189,921 | $26.9M | Add +341.7% |
| AMZN Amazon.com Inc. | 9.90% | 121,094 | $26.6M | Add +227.3% |
| ISRG Intuitive Surgical Inc. | 9.77% | 48,252 | $26.2M | Add +252.2% |
| NOW ServiceNow Inc. | 9.76% | 25,498 | $26.2M | Add +244.6% |
| TSLA Tesla Inc. | 9.68% | 81,774 | $26.0M | Add +201.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.52% | 52,632 | $25.6M | Add +241.8% |
| ADBE Adobe Inc. | 8.42% | 58,434 | $22.6M | Add +305.8% |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| AMD Advanced Micro Devices | Add +341.7% | 10.04% | +3.28 |
| NVDA Nvidia Corp. | Add +253.9% | 10.37% | +2.12 |
| NOW ServiceNow Inc. | Add +244.6% | 9.76% | +0.75 |
| UBER Uber Technologies Inc. | Add +236.4% | 10.32% | +0.48 |
| ADBE Adobe Inc. | Add +305.8% | 8.42% | −0.03 |
| ISRG Intuitive Surgical Inc. | Add +252.2% | 9.77% | −0.61 |
| AMZN Amazon.com Inc. | Add +227.3% | 9.90% | −0.87 |
| NFLX Netflix Inc. | Add +163.5% | 12.22% | −1.04 |
| TSLA Tesla Inc. | Add +201.8% | 9.68% | −1.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +241.8% | 9.52% | −3.02 |