§ 13F · FUND PROFILE
SALT Holding Corp..
AUM · $189M (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOD | VODAFONE GROUP PLC | 3.82M | $51M | 26.8% | ±0% |
| 2 | RACE | FERRARI N V | 67K | $25M | 13.2% | ±0% |
| 3 | AZN | ASTRAZENECA PLC | 93K | $18M | 9.4% | ±0% |
| 4 | NOK | NOKIA CORP | 1.08M | $14M | 7.6% | ±0% |
| 5 | BUD | ANHEUSER BUSCH INBEV SA NV | 154K | $13M | 6.7% | ±0% |
| 6 | GSK | GSK PLC | 235K | $12M | 6.5% | NEW |
| 7 | NVO | NOVO-NORDISK A S | 256K | $12M | 6.5% | ±0% |
| 8 | NVS | NOVARTIS AG | 67K | $10M | 5.5% | ±0% |
| 9 | STM | STMICROELECTRONICS N V | 126K | $9M | 5.0% | −38% |
| 10 | BTI | BRITISH AMERN TOB PLC | 96K | $6M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SALT SIGNAL
AC read
SALT Holding Corp. is a Other fund managing $189 million in assets. The fund runs a focused portfolio of just 25 positions.
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