Intesa Sanpaolo S.p.A.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Intesa Sanpaolo S.p.A. reported 233 stock positions worth $2.8 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 34.3% of the portfolio, followed by Astrazeneca (AZN, 9.7%) and Nvidia (NVDA, 3.2%). Compared with Q1 2026, it opened 35 new positions, sold out of 20, added to 83 and reduced 85. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Stellantis (STLA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- TURIN, L6
- CIK
- 0001374384
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001374384-26-000007 ↗ filed Jul 31, 2026
Holdings Value
Holdings 233 stocks · $2.8B
| SPCX Space Exploration Techn Class A | 34.30% | 5,656,200 | $966.4M | New |
| AZN Astrazeneca PLC | 9.72% | 1,469,097 | $273.8M | Add +26.3% |
| NVDA Nvidia Corp. | 3.22% | 453,835 | $90.8M | Add +5.0% |
| MSFT Microsoft Corp. | 2.89% | 218,264 | $81.4M | Add +7.5% |
| STLA Stellantis NV | 2.77% | 13,742,941 | $77.9M | Reduce -4.0% |
| ARKB ARK 21SHARES Bitcoin ETF | 2.40% | 3,473,584 | $67.6M | Reduce -3.7% |
| RACE Ferrari NV | 2.28% | 173,517 | $64.1M | Reduce -12.7% |
| META Meta Platforms Inc. Class A | 2.08% | 103,996 | $58.6M | Add +46.0% |
| GOOGL Alphabet Inc. Class A | 2.07% | 163,512 | $58.4M | Add +15.5% |
| NKE Nike Inc. Class B | 1.96% | 1,347,336 | $55.3M | Add +47.0% |
| AAPL Apple Inc. | 1.75% | 170,405 | $49.3M | Add +33.3% |
| PANW Palo Alto Networks Inc. | 1.30% | 107,066 | $36.5M | Add +2.1% |
| TTE Totalenergies SE | 1.22% | 444,334 | $34.4M | Add +274.5% |
| ABBV Abbvie Inc. | 1.11% | 124,267 | $31.3M | Add +47.6% |
| AMD Advanced Micro Devices | 1.00% | 48,518 | $28.2M | Reduce -56.3% |
| DDOG Datadog Inc. Class A | 0.98% | 107,504 | $27.5M | Reduce -1.5% |
| V Visa Inc. Class A | 0.91% | 74,612 | $25.6M | Add +43.1% |
| LLY Eli Lilly & Co. | 0.81% | 19,008 | $22.8M | Reduce -13.4% |
| AMZN Amazon.com Inc. | 0.74% | 87,910 | $20.9M | Reduce -51.8% |
| BLK BlackRock Inc. | 0.74% | 21,656 | $20.8M | Add +106.8% |
| BAC Bank of America Corp. | 0.73% | 363,017 | $20.7M | Add +29.0% |
| ZS Zscaler Inc. | 0.71% | 142,515 | $20.0M | Add +49.4% |
| AVGO Broadcom Inc. | 0.71% | 53,259 | $19.9M | Reduce -17.0% |
| BSX Boston Scientific Corp. | 0.67% | 445,305 | $19.0M | Add +126.2% |
| ETN Eaton Corp. PLC | 0.67% | 44,193 | $18.8M | Add +140.4% |
| UNH Unitedhealth Group Inc. | 0.67% | 45,121 | $18.7M | Reduce -10.2% |
| JNJ Johnson & Johnson | 0.66% | 73,501 | $18.7M | Add +8.4% |
| JPM JPMorgan Chase & Co. | 0.66% | 56,561 | $18.5M | Add +16.1% |
| ELV Elevance Health Inc. | 0.65% | 47,004 | $18.2M | Reduce -1.2% |
| EMR Emerson Electric Co. | 0.62% | 121,321 | $17.4M | Add +17.0% |
| NXPI NXP Semiconductors NV | 0.61% | 61,395 | $17.3M | Add +75.5% |
| CCEP Coca-Cola Europacific Partne | 0.60% | 169,714 | $17.0M | Add +115.2% |
| PFE Pfizer Inc. | 0.60% | 701,043 | $16.9M | Add +76.8% |
| C Citigroup Inc. | 0.58% | 116,972 | $16.4M | Add +29.6% |
| GXRP Grayscale XRP Trust ETF | 0.51% | 712,319 | $14.4M | No change |
| CSCO Cisco Systems Inc. | 0.50% | 120,398 | $14.1M | Reduce -14.9% |
| DHR Danaher Corp. | 0.50% | 73,932 | $14.1M | Add +38.5% |
| SYK Stryker Corp. | 0.49% | 43,706 | $13.8M | Add +42.9% |
| ORCL Oracle Corp. | 0.49% | 93,447 | $13.7M | Add +6.2% |
| QGEN Qiagen N.V. | 0.47% | 337,595 | $13.2M | New |
| TEL Te Connectivity PLC | 0.47% | 65,182 | $13.1M | Add +32.1% |
| INTC Intel Corp. | 0.46% | 93,521 | $13.1M | Add +18.3% |
| CCJ Cameco Corp. | 0.46% | 127,491 | $12.9M | Add +2.3% |
| ISRG Intuitive Surgical Inc. | 0.45% | 31,318 | $12.6M | Add +46.2% |
| QCOM Qualcomm Inc. | 0.44% | 67,460 | $12.5M | Reduce -25.1% |
| ILMN Illumina Inc. | 0.35% | 55,924 | $9.9M | Add +0.1% |
| NEM Newmont Corp. | 0.35% | 104,872 | $9.8M | Add +3229.3% |
| MRK Merck & Co. Inc. | 0.34% | 75,023 | $9.6M | Add +8.9% |
| MDT Medtronic PLC | 0.32% | 114,277 | $8.9M | Add +47.0% |
| DKS Dick's Sporting Goods Inc. | 0.30% | 37,140 | $8.4M | Reduce -34.7% |
| ON On Semiconductor | 0.28% | 84,662 | $7.9M | Reduce -48.6% |
| VFC VF Corp. | 0.26% | 436,975 | $7.3M | Reduce -34.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 15,053 | $7.2M | Reduce -57.6% |
| ETHB Ishr Staked Ether TRST ETF | 0.25% | 349,600 | $7.1M | Add +200.9% |
| MA Mastercard Inc. Class A | 0.25% | 13,721 | $7.0M | Add +19.4% |
| ADI Analog Devices Inc. | 0.24% | 16,830 | $6.7M | Reduce -66.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 8,747 | $6.7M | Reduce -11.8% |
| FCX Freeport-McMoran Inc. | 0.22% | 96,612 | $6.1M | Add +68908.6% |
| TXN Texas Instruments Inc. | 0.21% | 20,154 | $6.0M | Reduce -54.8% |
| AMGN Amgen Inc. | 0.21% | 16,650 | $6.0M | Add +9.0% |
| KLAC KLA Corp. | 0.21% | 19,917 | $5.8M | Reduce -58.8% |
| BVN Cia DE Minas Buenaventur-ADR filed as COMPANIA DE MINAS BUENAVENTU | 0.20% | 193,391 | $5.7M | Add +1814.8% |
| ANET Arista Networks Inc. | 0.20% | 32,362 | $5.5M | Add +4.8% |
| KWEB Kranesh Csi China Internet | 0.19% | 220,000 | $5.4M | New |
| RGLD Royal Gold Inc. | 0.19% | 26,450 | $5.3M | Add +1794.7% |
| HMY Harmony Gold MNG-Spon ADR | 0.18% | 338,190 | $5.1M | Add +675.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 17,751 | $5.0M | Reduce -15.0% |
| GFI Gold Fields Ltd.-Spons ADR | 0.17% | 145,177 | $4.9M | Add +604.7% |
| XYL Xylem Inc. | 0.17% | 40,318 | $4.8M | Reduce -16.8% |
| AWK American Water Works Co. Inc. | 0.17% | 35,921 | $4.7M | Reduce -14.8% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.17% | 62,885 | $4.7M | Add +1.2% |
| ECL Ecolab Inc. | 0.17% | 16,695 | $4.7M | Reduce -20.7% |
| VLTO Veralto Corp. | 0.17% | 52,434 | $4.6M | Reduce -19.0% |
| PH Parker Hannifin Corp. | 0.16% | 4,660 | $4.6M | Reduce -68.4% |
| PCG P G & E Corp. | 0.16% | 269,003 | $4.5M | Reduce -29.5% |
| EQIX Equinix Inc. | 0.15% | 4,119 | $4.3M | Add +9.1% |
| ABT Abbott Laboratories | 0.15% | 47,379 | $4.3M | Add +25.0% |
| GILD Gilead Sciences Inc. | 0.14% | 31,801 | $4.0M | Add +27.7% |
| DB Deutsche Bank AG-Registered | 0.12% | 103,168 | $3.5M | Reduce -84.2% |
| FTNT Fortinet Inc. | 0.11% | 20,430 | $3.1M | Reduce -6.8% |
| IGV iShares Expanded Tech-Softwa | 0.11% | 34,050 | $3.1M | New |
| ZWS Zurn Elkay Water Solutions C | 0.10% | 57,795 | $2.9M | Reduce -33.7% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 24,409 | $2.8M | Reduce -35.8% |
| WMT Walmart Inc. | 0.09% | 23,426 | $2.7M | Add +5.2% |
| MRVL Marvell Technology Inc. | 0.09% | 8,824 | $2.6M | Reduce -24.1% |
| ALB Albemarle Corp. | 0.09% | 19,219 | $2.6M | Add +935.0% |
| HOOD Robinhood Markets Inc. Class A | 0.09% | 25,041 | $2.5M | Reduce -42.6% |
| SCCO Southern Copper Corp. | 0.09% | 14,117 | $2.5M | New |
| SPGI S&P Global Inc. | 0.09% | 5,991 | $2.4M | No change |
| EW Edwards Lifesciences Corp. | 0.09% | 26,790 | $2.4M | Reduce -14.7% |
| NEE Nextera Energy Inc. | 0.08% | 25,409 | $2.2M | Add +6.7% |
| VZ Verizon Communications Inc. | 0.07% | 48,594 | $2.1M | Add +10.3% |
| FOX Fox Corp. Class B | 0.07% | 43,829 | $2.1M | Reduce -8.5% |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.07% | 80,000 | $2.0M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.07% | 150,000 | $2.0M | New |
| BABA Alibaba Group Holding-SP ADR | 0.07% | 20,450 | $2.0M | Add +170.9% |
| WTRG Essential Utilities Inc. | 0.07% | 50,181 | $1.9M | Reduce -39.4% |
| UNP Union Pacific Corp. | 0.07% | 6,909 | $1.9M | Add +7.3% |
| NFLX Netflix Inc. | 0.06% | 24,321 | $1.7M | Reduce -9.3% |
| T AT&T Inc. | 0.06% | 80,861 | $1.7M | Add +10.5% |
Options reported separately and not counted above: TSLA puts ($84.1M), IBIT puts ($16.6M), QQQ puts ($2.9M), IBIT calls ($599K).
Portfolio Sells Q1 2026 → Q2 2026
| STLA Stellantis NV | Reduce -4.0% | 2.77% | −3.48 |
| ARKB ARK 21SHARES Bitcoin ETF | Reduce -3.7% | 2.40% | −2.69 |
| RACE Ferrari NV | Reduce -12.7% | 2.28% | −1.86 |
| AMZN Amazon.com Inc. | Reduce -51.8% | 0.74% | −1.64 |
| IBIT iShares Bitcoin Trust ETF | Reduce -93.7% | 0.05% | −1.51 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.14 |
| DB Deutsche Bank AG-Registered | Reduce -84.2% | 0.12% | −1.07 |
| ADI Analog Devices Inc. | Reduce -66.4% | 0.24% | −0.75 |
| PH Parker Hannifin Corp. | Reduce -68.4% | 0.16% | −0.66 |
| AVGO Broadcom Inc. | Reduce -17.0% | 0.71% | −0.51 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -57.6% | 0.26% | −0.50 |
| LLY Eli Lilly & Co. | Reduce -13.4% | 0.81% | −0.46 |
| VFC VF Corp. | Reduce -34.6% | 0.26% | −0.45 |
| CNH CNH Industrial NV | Sold out | 0.00% | −0.41 |
| AMD Advanced Micro Devices | Reduce -56.3% | 1.00% | −0.41 |
| DKS Dick's Sporting Goods Inc. | Reduce -34.7% | 0.30% | −0.41 |
| ON On Semiconductor | Reduce -48.6% | 0.28% | −0.33 |
| TXN Texas Instruments Inc. | Reduce -54.8% | 0.21% | −0.33 |
| QCOM Qualcomm Inc. | Reduce -25.1% | 0.44% | −0.27 |
| PCG P G & E Corp. | Reduce -29.5% | 0.16% | −0.26 |
| PLTR Palantir Technologies Inc. Class A | Reduce -35.8% | 0.10% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -91.1% | 0.01% | −0.24 |
| ELV Elevance Health Inc. | Reduce -1.2% | 0.65% | −0.23 |
| KLAC KLA Corp. | Reduce -58.8% | 0.21% | −0.22 |
| XYL Xylem Inc. | Reduce -16.8% | 0.17% | −0.19 |
| VLTO Veralto Corp. | Reduce -19.0% | 0.17% | −0.19 |
| AWK American Water Works Co. Inc. | Reduce -14.8% | 0.17% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -10.2% | 0.67% | −0.19 |
| ECL Ecolab Inc. | Reduce -20.7% | 0.17% | −0.19 |
| CSCO Cisco Systems Inc. | Reduce -14.9% | 0.50% | −0.18 |
| ZWS Zurn Elkay Water Solutions C | Reduce -33.7% | 0.10% | −0.14 |
| WTRG Essential Utilities Inc. | Reduce -39.4% | 0.07% | −0.14 |
| IBM Intl Business Machines Corp. | Reduce -15.0% | 0.18% | −0.14 |
| NET Cloudflare Inc. Class A | Reduce -89.8% | 0.01% | −0.14 |
| PNR Pentair PLC | Reduce -37.0% | 0.06% | −0.13 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.13 |
| CRCL Circle Internet Group Inc. | Reduce -9.8% | 0.04% | −0.10 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Reduce -9.3% | 0.06% | −0.10 |
| ACN Accenture PLC Class A | Reduce -3.4% | 0.05% | −0.09 |
| HOOD Robinhood Markets Inc. Class A | Reduce -42.6% | 0.09% | −0.09 |
| MWA Mueller Water Products Inc. Class A | Reduce -33.3% | 0.05% | −0.09 |
| FOX Fox Corp. Class B | Reduce -8.5% | 0.07% | −0.08 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.08 |
| COIN Coinbase Global Inc. Class A | Reduce -32.4% | 0.04% | −0.08 |
| EW Edwards Lifesciences Corp. | Reduce -14.7% | 0.09% | −0.07 |
| RMD Resmed Inc. | Reduce -17.4% | 0.04% | −0.06 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Reduce -91.8% | 0.00% | −0.06 |
| PODD Insulet Corp. | Reduce -100.0% | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 34.30% | +34.30 |
| TTE Totalenergies SE | Add +274.5% | 1.22% | +0.53 |
| QGEN Qiagen N.V. | New | 0.47% | +0.47 |
| NEM Newmont Corp. | Add +3229.3% | 0.35% | +0.33 |
| ETN Eaton Corp. PLC | Add +140.4% | 0.67% | +0.26 |
| PANW Palo Alto Networks Inc. | Add +2.1% | 1.30% | +0.24 |
| INTC Intel Corp. | Add +18.3% | 0.46% | +0.24 |
| FCX Freeport-McMoran Inc. | Add +68908.6% | 0.22% | +0.22 |
| KWEB Kranesh Csi China Internet | New | 0.19% | +0.19 |
| NXPI NXP Semiconductors NV | Add +75.5% | 0.61% | +0.18 |
| BVN Cia DE Minas Buenaventur-ADR | Add +1814.8% | 0.20% | +0.18 |
| RGLD Royal Gold Inc. | Add +1794.7% | 0.19% | +0.17 |
| CCEP Coca-Cola Europacific Partne | Add +115.2% | 0.60% | +0.15 |
| HMY Harmony Gold MNG-Spon ADR | Add +675.7% | 0.18% | +0.14 |
| GFI Gold Fields Ltd.-Spons ADR | Add +604.7% | 0.17% | +0.11 |
| IGV iShares Expanded Tech-Softwa | New | 0.11% | +0.11 |
| BLK BlackRock Inc. | Add +106.8% | 0.74% | +0.11 |
| SCCO Southern Copper Corp. | New | 0.09% | +0.09 |
| CAAP Corp. America Airports SA | New | 0.07% | +0.07 |
| ALB Albemarle Corp. | Add +935.0% | 0.09% | +0.07 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.07% | +0.07 |
| CIEN Ciena Corp. | New | 0.06% | +0.06 |
| CDE Coeur Mining Inc. | New | 0.06% | +0.06 |
| SNDK Sandisk Corp. | New | 0.06% | +0.06 |
| HL Hecla Mining Co. | New | 0.06% | +0.06 |
| ETHB Ishr Staked Ether TRST ETF | Add +200.9% | 0.25% | +0.05 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| ARM Arm Holdings PLC-ADR | Add +231.4% | 0.05% | +0.04 |
| NBIS Nebius Group NV | New | 0.03% | +0.03 |
| EWT iShares MSCI Taiwan ETF | New | 0.03% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| MSCI MSCI Inc. | New | 0.03% | +0.03 |
| UAA Under Armour Inc. Class A | New | 0.03% | +0.03 |
| WSE Wise Group PLC Class A | New | 0.03% | +0.03 |
| DT Dynatrace Inc. | New | 0.01% | +0.01 |
| TRIP Tripadvisor Inc. | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +373.8% | 0.02% | +0.01 |
| GDDY GoDaddy Inc. Class A | New | 0.01% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| MSBT Morgan Stanley Bitcoin Trust | New | 0.01% | +0.01 |
| BABA Alibaba Group Holding-SP ADR | Add +170.9% | 0.07% | +0.01 |
| AMRZ Amrize Ltd. | New | 0.01% | +0.01 |
| EWY iShares MSCI South Korea ETF | Add +5236.0% | 0.01% | +0.01 |
| ORBS Eightco Holdings Inc. | New | 0.01% | +0.01 |
| XBI SS SPDR S&P Biotech ETF | Add +100.0% | 0.02% | +0.01 |
| SBS Cia Saneamento Basico DE-ADR | Add +144.3% | 0.02% | +0.01 |
| OKTA Okta Inc. | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +343.3% | 0.01% | +0.00 |
| AXTI Axt Inc. | New | 0.00% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| TSLA Tesla Inc. | put | New | 200,000 | $84.1M |
| IBIT iShares Bitcoin Trust ETF | put | New | 500,000 | $16.6M |
| QQQ Invesco QQQ Trust Series 1 | put | New | 4,000 | $2.9M |
| IBIT iShares Bitcoin Trust ETF | call | Reduce -99.3% | 18,000 | $599K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.