Sophia Genetics SASOPH

13F holders, Q1 2024 (March 31)
32holders
3famous investors
$4.93avg. 13F price*

At the end of Q1 2024, 32 institutions reported holding Sophia Genetics SA (SOPH) in their 13F filings. The largest holders were Generation Investment Management LLP ($33.5M), Banque Pictet & Cie SA ($10.8M) and Credit Suisse AG/ ($10.7M). 3 famous investors held it, including Chuck Akre (0.0% of Akre Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Sophia Genetics SA
CUSIP
H82027105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 32Q1 2024Q2 2024: 31Q2 2024Q3 2024: 30Q3 2024Q4 2024: 36Q4 2024Q1 2025: 32Q1 2025Q2 2025: 32Q2 2025Q3 2025: 40Q3 2025Q4 2025: 42Q4 2025Q1 2026: 49Q1 2026Q2 2026: 71Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$1.5M
Exits6$1.6M

Ownership 32 holders

Generation Investment Management LLP 0.15% No change 6,789,560 $33.5M
Banque Pictet & Cie SA 0.11% No change 2,197,220 $10.8M
Credit Suisse AG/ 0.01% Add +6.6% 2,167,540 $10.7M
Millennium Management 0.01% Reduce -3.5% 1,821,472 $9.0M
Alta Wealth Advisors LLC 3.53% No change 1,409,160 $6.9M
Principal Financial Group Inc. 0.00% Add +1.2% 1,007,177 $5.0M
BlackRock Inc. 0.00% No change 298,672 $1.5M
Akre Capital Management 0.01% New 287,699 $1.4M
Essex Investment Management Co. LLC 0.26% Add +112.1% 262,834 $1.3M
Bank Pictet & Cie (Europe) AG 0.03% Reduce -2.0% 223,000 $1.1M
Parkman Healthcare Partners LLC 0.13% Add +5.0% 209,896 $1.0M
Edmond DE Rothschild Holding S.A. 0.02% Add +5.0% 203,334 $1.0M
Moloney Securities Asset Management, LLC 0.13% Add +111.4% 178,000 $878K
Legato Capital Management LLC 0.06% Add +108.6% 104,083 $513K
Geode Capital Management, LLC 0.00% Add +8.6% 69,163 $341K
Schonfeld Strategic Advisors LLC 0.00% Add +52.2% 61,200 $302K
Morgan Stanley 0.00% Add +1.1% 46,547 $229K
Bank Pictet & Cie (asia) Ltd. 0.13% Reduce -33.3% 46,020 $227K
Federated Hermes, Inc. 0.00% Reduce -66.7% 40,000 $197K
Renaissance Technologies 0.00% Add +7.5% 22,900 $113K
Compagnie Lombard Odier SCmA 0.00% No change 16,055 $79K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.8% 12,899 $64K
Dimensional Fund Advisors LP 0.00% New 12,354 $61K
UBS Group AG 0.00% No change 7,973 $39K
NewEdge Advisors, LLC 0.00% Add +99.0% 3,961 $20K
Banque Cantonale Vaudoise 0.00% Reduce -66.3% 3,000 $15K
Assetmark, Inc. 0.00% Reduce -12.1% 1,881 $9K
Wells Fargo & Company 0.00% No change 700 $3K
Royal Bank of Canada 0.00% No change 600 $3K
Nordwand Advisors, LLC 0.00% Reduce -75.0% 500 $2K
Principal Securities, Inc. 0.00% Reduce -45.7% 94 $463
Russell Investments Group, Ltd. 0.00% No change 52 $256

"% of holder's portfolio" is SOPH's weight in each manager's 13F, not the share of Sophia Genetics SA the manager owns.