Mirabaud & Cie SA SOXX — ISHARES TR

Ownership history in Mirabaud & Cie SA  ·  8 quarters on record

AI Ownership Summary

Mirabaud & Cie SA reported ISHARES TR (SOXX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.0% in 2026 Q1. The latest visible filing shows SOXX at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOXX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mirabaud & Cie SA's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SOXX was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOXX stock page Mirabaud & Cie SA fund profile Mirabaud & Cie SA full holdings
How Mirabaud & Cie SA held SOXX — position size vs. price
% of Fund (quarterly)    SOXX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 7,500 — 0% 1.00% $2.5M 2026-05-05 $482.50
2025 Q4 UNCHANGED — — — 7,500 — 0% 0.73% $2.3M 2026-01-16 $342.10
2025 Q3 UNCHANGED — — — 7,500 — 0% 0.65% $2.0M 2025-10-16 $288.24
2025 Q2 UNCHANGED — — — 7,500 — 0% 0.57% $1.8M 2025-07-08 $242.21
2025 Q1 UNCHANGED — — — 7,500 — 0% 0.48% $1.4M 2025-05-09 $192.62
2024 Q4 UNCHANGED — — — 7,500 — 0% 0.52% $1.6M 2025-01-17 $227.88
2024 Q3 ADDED — — — 7,500 +5,000 +200.0% 0.50% $1.7M 2024-11-01 $218.45
2024 Q2 INITIATED — — — 2,500 — — 0.48% $1.4M 2024-09-30 $228.36

🏢 Other funds also holding SOXX

As of 2026 Q1 — sorted by position size

Finepoint Capital LP 3Y 7Y 24.74% Noked Israel Ltd 3Y 7Y 16.95% REDSTONE WEALTH MANAGEMENT, LLC 14.21% Legend Financial Advisors, Inc. 3Y 9.17% Geremia Financial Services, LLC 8.82% Anfield Capital Management, LLC 3Y 7.65% Goldstream Capital Management Ltd 3Y 6.3% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 6.23% Chicago Wealth Management, Inc. 3Y 6.03% Lake Hills Wealth Management, LLC 3Y 5.89%

FAQ About Mirabaud & Cie SA and SOXX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mirabaud & Cie SA reported owning SOXX?

Mirabaud & Cie SA reported SOXX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SOXX position in Mirabaud & Cie SA's portfolio?

The largest reported portfolio weight for SOXX was 1.00% in 2026 Q1.

What is the latest reported SOXX position on this page?

The most recent filing on this page is 2026 Q1, when Mirabaud & Cie SA reported 7,500 shares, equal to 1.00% of portfolio, with an estimated market value of $2.5M.

What does the chart on this SOXX ownership page compare?

The chart compares Mirabaud & Cie SA's quarterly SOXX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Mirabaud & Cie SA Holdings