SALT Holding Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), SALT Holding Corp. reported 11 stock positions worth $78.5 million. Its top holding was ASML Holding NV-NY Reg SHS (ASML) at 48.9% of the portfolio, followed by Rio Tinto PLC-Spon ADR (RIO, 29.7%) and Logitech International-Reg (LOGI, 10.6%).
- Most Recent 13F
- Q2 2026
- Location
- WILMINGTON, DE
- CIK
- 0001996109
- Portfolio Value
- $78.5M (Q4 2024)
- SEC Filing
- 0001996109-25-000004 ↗ filed Feb 14, 2025
Holdings Value
Holdings 11 stocks · $78.5M
| ASML ASML Holding NV-NY Reg SHS | 48.90% | 55,400 | $38.4M | — |
| RIO Rio Tinto PLC-Spon ADR | 29.68% | 396,278 | $23.3M | — |
| LOGI Logitech International-Reg | 10.64% | 101,502 | $8.4M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 3.28% | 29,971 | $2.6M | — |
| GSK GSK PLC-Spon ADR | 2.65% | 61,612 | $2.1M | — |
| AZN Astrazeneca PLC-Spons ADR | 1.27% | 15,200 | $996K | — |
| VOD Vodafone Group PLC-SP ADR | 1.25% | 115,414 | $980K | — |
| ARGX Argenx SE - ADR | 0.90% | 1,149 | $707K | — |
| MT Arcelormittal-NY Registered | 0.58% | 19,700 | $456K | — |
| FRO Frontline PLC | 0.43% | 23,700 | $336K | — |
| BTI British American Tob-SP ADR | 0.42% | 9,000 | $327K | — |
Options reported separately and not counted above: NVO puts ($1.7M), NVO calls ($1.3M).
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 25 | $188.8M | VOD, RACE, AZN, NOK, BUD |
| Q1 2026 | 23 | $162.8M | VOD, RACE, AZN, BUD, NVS |
| Q4 2025 | 19 | $126.7M | VOD, RACE, AZN, BUD, NOK |
| Q3 2025 | 13 | $79.2M | VOD, RACE, BUD, DEO, STM |
| Q2 2025 | 7 | $65.3M | VOD, RACE, STM, NVO, LOGI |
| Q1 2025 | 12 | $107.9M | ASML, LOGI, RIO, RACE, GSK |
| Q4 2024 | 11 | $78.5M | ASML, RIO, LOGI, NVO, GSK |