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Disclosery

13F-HR filed by Graphene Investments SAS

Graphene Investments SAS filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-06, with 45 holding rows worth $153,404,128.

Accession
0001965776-25-000004
Filer
CIK 1965776
Filed
2025-08-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 45 entries on the cover page, a total value of $153,404,128 stated on the cover page (in dollars after the unit check, H1), rows summing to $153,404,128 with VALUE read as dollars as filed, 13F file number 028-23137. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM13,800$6,864,258dollars as filed
Broadcom Inc.11135F101COM24,100$6,643,165dollars as filed
NVIDIA Corp67066G104COM39,800$6,288,002dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM34,900$6,150,427dollars as filed
Apple Inc037833100COM29,400$6,031,998dollars as filed
IRIDIUM COMMUNICATIONS INC46269C102COM115,300$3,478,601dollars as filed
Pfizer Inc.717081103COM143,200$3,471,168dollars as filed
BANK OF NY MELLON CORP COM064058100Stock37,600$3,425,736dollars as filed
ITRON INC COM465741106Stock26,000$3,422,380dollars as filed
FLEX LTD ORDY2573F102Stock67,500$3,369,600dollars as filed
DROPBOX INC CL A26210C104Stock116,200$3,323,320dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock7,900$3,321,634dollars as filed
Eli Lilly and Company532457108COM4,200$3,274,026dollars as filed
Amazon.com, Inc023135106COM14,900$3,268,911dollars as filed
FISERV INC337738108COM18,900$3,258,549dollars as filed
Morgan Stanley617446448COM23,000$3,239,780dollars as filed
ATI INC COM01741R102Stock36,900$3,185,946dollars as filed
MCKESSON CORP COM58155Q103Stock4,300$3,150,954dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock20,500$3,144,085dollars as filed
CDW CORP COM12514G108Stock17,400$3,107,466dollars as filed
HCA Healthcare Inc40412C101COM8,100$3,103,110dollars as filed
T-Mobile US,Inc.872590104COM13,000$3,097,380dollars as filed
UNITED RENTALS INC COM911363109Stock4,100$3,088,940dollars as filed
CORPAY INC COM SHS219948106Stock9,200$3,052,744dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM6,800$3,027,360dollars as filed
CENTENE CORP DEL COM15135B101Stock55,600$3,017,968dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock24,400$3,015,596dollars as filed
TENABLE HLDGS INC88025T102COM88,700$2,996,286dollars as filed
EOG RES INC COM26875P101Stock24,900$2,978,289dollars as filed
Waste Management, Inc.94106L109COM12,900$2,951,778dollars as filed
PINTEREST INC CL A72352L106Stock82,300$2,951,278dollars as filed
EVERPURE INC CL A74624M102Stock51,000$2,936,580dollars as filed
IQVIA HLDGS INC COM46266C105Stock18,400$2,899,656dollars as filed
BURLINGTON STORES INC COM122017106Stock12,400$2,884,736dollars as filed
BATH & BODY WORKS INC COM070830104Stock95,500$2,861,180dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock26,800$2,844,016dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock22,100$2,837,861dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock14,300$2,836,548dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock73,700$2,825,658dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock52,900$2,772,489dollars as filed
UIPATH INC90364P105CL A215,200$2,754,560dollars as filed
Salesforce.com, Inc79466L302COM10,100$2,754,169dollars as filed
GAP INC COM364760108Stock117,100$2,553,951dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock45,700$2,484,709dollars as filed
Intel Corp458140100COM109,700$2,457,280dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965776-25-000004this filing2025-08-06acceptance time not in the bulk data set