Groupe des Assurances du Credit Mutuel
STRASBOURG, I0
$8m in 1 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 82.9% of the portfolio this quarter.
Value
$8m
Stocks
1
Top 10 share
100.0%
Turnover
82.9%
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.
- MicrosoftMSFT100.0% of the fund-77%
Sold out
Sold their entire stake.
- StellantisSTLA-100%
- FerrariRACE-100%
- CRH PublicCRH-100%
- Deutsche Bank AktiengesellschaftDB-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MicrosoftMSFT | 100.0% | $8m | 21,560 | -77% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 97.7% since 30 June 2025.
Where the money is
Technology100.0%
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.