Exor
Amsterdam, P7files as Exor N.V.
$5.5bn in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.8% of the portfolio this quarter.
Value
$5.5bn
Stocks
3
Top 10 share
100.0%
Turnover
0.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- 0
- Share
- 92.6%
- Value
- $5.1bn
- Shares
- 185,932,684
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| 0 | 92.6% | $5.1bn | 185,932,684 | Held |
| Via TransportationVIA | 4.7% | $256m | 14,121,131 | Held |
| ClarivateCLVT | 2.7% | $145m | 67,294,884 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.9% since 30 June 2025.
Where the money is
Technology7.4%
Other92.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.