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Disclosery

13F-HR filed by Graphene Investments SAS

Graphene Investments SAS filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-20, with 42 holding rows worth $171,755,798.

Accession
0001965776-26-000003
Filer
CIK 1965776
Filed
2026-07-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 42 entries on the cover page, a total value of $171,755,798 stated on the cover page (in dollars after the unit check, H1), rows summing to $171,755,798 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
Alphabet Inc. Reg. Shares A02079K305COM39,400$14,080,378dollars as filed
NVIDIA Corp67066G104COM46,900$9,384,221dollars as filed
Microsoft Corp594918104COM18,800$7,012,776dollars as filed
Apple Inc037833100COM24,000$6,944,640dollars as filed
Broadcom Inc.11135F101COM16,300$6,157,325dollars as filed
BANK OF NY MELLON CORP COM064058100Stock28,000$4,049,080dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock26,100$3,974,247dollars as filed
IQVIA HLDGS INC COM46266C105Stock20,400$3,941,688dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock18,200$3,870,230dollars as filed
CDW CORP COM12514G108Stock27,100$3,811,344dollars as filed
HCA Healthcare Inc40412C101COM9,600$3,742,944dollars as filed
DROPBOX INC CL A26210C104Stock135,900$3,733,173dollars as filed
CORPAY INC COM SHS219948106Stock11,200$3,732,624dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM7,500$3,725,475dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock8,900$3,696,081dollars as filed
Waste Management, Inc.94106L109COM16,300$3,632,944dollars as filed
ITRON INC COM465741106Stock41,900$3,625,607dollars as filed
Eli Lilly and Company532457108COM3,000$3,598,290dollars as filed
Amazon.com, Inc023135106COM14,900$3,551,266dollars as filed
MCKESSON CORP COM58155Q103Stock4,600$3,475,760dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock14,400$3,469,968dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock62,500$3,468,750dollars as filed
T-Mobile US,Inc.872590104COM20,500$3,438,465dollars as filed
Salesforce.com, Inc79466L302COM21,800$3,415,188dollars as filed
NUCOR CORP COM670346105Stock15,200$3,385,800dollars as filed
GAP INC COM364760108Stock181,100$3,382,948dollars as filed
FLEX LTD ORDY2573F102Stock20,800$3,371,056dollars as filed
NASDAQ INC COM631103108Stock42,600$3,357,732dollars as filed
Morgan Stanley617446448COM16,000$3,344,640dollars as filed
Pfizer Inc.717081103COM138,200$3,327,856dollars as filed
TENABLE HLDGS INC88025T102COM90,200$3,326,576dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock46,800$3,317,184dollars as filed
ATI INC COM01741R102Stock16,800$3,311,280dollars as filed
BURLINGTON STORES INC COM122017106Stock10,400$3,294,720dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock34,100$3,223,814dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock11,200$3,134,768dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock26,200$3,121,468dollars as filed
PINTEREST INC CL A72352L106Stock148,400$3,120,852dollars as filed
EOG RES INC COM26875P101Stock24,000$3,113,520dollars as filed
UIPATH INC90364P105CL A285,600$3,104,472dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock9,200$3,080,344dollars as filed
Intel Corp458140100COM20,800$2,904,304dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001965776-26-000003this filing2026-07-20acceptance time not in the bulk data set