Intesa Sanpaolo S.p.A.

13F filer · CIK 0001374384

Reported Jul 31, 2026

13F portfolio value$2.92BU.S. long equity reported on 13F

Positions225Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight61.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026225 positions
SPCXSpace Exploration Technologies Corp	$966M	33.08%	Not reported	New	Q2 2026
AZNAstrazeneca PLC	$274M	9.37%	Not reported	+26.3%	Q1 2026
NVDANvidia Corp	$90.8M	3.11%	0.00%	+5.0%	Q4 2025
MSFTMicrosoft Corp	$81.4M	2.79%	0.00%	+7.5%	Q4 2025
STLAStellantis N.V.	$77.9M	2.67%	0.47%	-4.0%	Q4 2025
ARKBArk 21Shares Bitcoin ETF	$67.6M	2.31%	3.02%	-3.7%	Q4 2025
RACEFerrari N.V.	$64.1M	2.20%	0.09%	-12.7%	Q4 2025
METAMeta Platforms, Inc.	$58.6M	2.01%	Not reported	+46.0%	Q4 2025
GOOGLAlphabet Inc.	$58.4M	2.00%	0.00%	+15.5%	Q4 2025
NKENIKE, Inc.	$55.3M	1.89%	0.08%	+47.1%	Q4 2025
AAPLApple Inc.	$49.3M	1.69%	0.00%	+33.3%	Q4 2025
PANWPalo Alto Networks Inc	$36.5M	1.25%	0.01%	+2.2%	Q4 2025
TTETotalEnergies SE	$34.4M	1.18%	0.02%	+274.5%	Q4 2025
ABBVAbbVie Inc.	$31.3M	1.07%	0.01%	+47.6%	Q4 2025
AMDAdvanced Micro Devices Inc	$28.2M	0.97%	0.00%	-56.3%	Q4 2025
DDOGDatadog, Inc.	$27.5M	0.94%	0.14%	-1.5%	Q4 2025
VVisa Inc.	$25.6M	0.88%	0.00%	+43.1%	Q4 2025
LLYELI LILLY & Co	$22.8M	0.78%	0.00%	-13.4%	Q4 2025
AMZNAmazon Com Inc	$20.9M	0.72%	0.00%	-51.8%	Q4 2025
BLKBlackRock, Inc.	$20.8M	0.71%	0.01%	+106.8%	Q4 2025
BACBank of America Corp	$20.7M	0.71%	0.01%	+29.0%	Q4 2025
ZSZscaler, Inc.	$20M	0.68%	0.09%	+49.4%	Q4 2025
AVGOBroadcom Inc.	$19.9M	0.68%	0.00%	-17.0%	Q4 2025
BSXBoston Scientific Corp	$19M	0.65%	0.03%	+126.2%	Q4 2025
ETNEaton Corp plc	$18.8M	0.64%	0.01%	+140.4%	Q1 2026
UNHUnitedhealth Group Inc	$18.7M	0.64%	0.01%	-10.2%	Q4 2025
JNJJohnson & Johnson	$18.7M	0.64%	0.00%	+8.4%	Q4 2025
JPMJPMorgan Chase & Co	$18.5M	0.63%	0.00%	+16.1%	Q4 2025
ELVElevance Health, Inc.	$18.2M	0.62%	0.02%	-1.2%	Q4 2025
EMREmerson Electric Co	$17.4M	0.59%	0.02%	+17.0%	Q4 2025
NXPINXP Semiconductors N.V.	$17.3M	0.59%	0.02%	+75.5%	Q4 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$17M	0.58%	0.04%	+115.2%	Q4 2025
PFEPfizer Inc	$16.9M	0.58%	0.01%	+76.8%	Q4 2025
CCitigroup Inc	$16.4M	0.56%	0.01%	+29.6%	Q4 2025
GXRPGrayscale XRP Trust ETF	$14.4M	0.49%	25.08%	Not reported	Q1 2026
CSCOCisco Systems, Inc.	$14.1M	0.48%	0.00%	-14.9%	Q4 2025
DHRDanaher Corp	$14.1M	0.48%	0.01%	+38.6%	Q1 2026
SYKStryker Corp	$13.8M	0.47%	0.01%	+42.9%	Q4 2025
ORCLOracle Corp	$13.7M	0.47%	0.00%	+6.2%	Q4 2025
QGENQiagen N.V.	$13.2M	0.45%	0.16%	New	Q2 2026
TELTE Connectivity plc	$13.1M	0.45%	0.02%	+32.1%	Q4 2025
INTCIntel Corp	$13.1M	0.45%	0.00%	+18.3%	Q4 2025
CCJCameco Corp	$12.9M	0.44%	0.03%	+2.3%	Q4 2025
ISRGIntuitive Surgical Inc	$12.6M	0.43%	0.01%	+46.2%	Q4 2025
QCOMQualcomm Inc	$12.5M	0.43%	0.01%	-25.1%	Q4 2025
ILMNIllumina, Inc.	$9.88M	0.34%	0.04%	+0.2%	Q4 2025
NEMNEWMONT Corp	$9.8M	0.34%	0.01%	+3229.3%	Q1 2026
MRKMerck & Co., Inc.	$9.64M	0.33%	0.00%	+8.9%	Q4 2025
MDTMedtronic plc	$8.94M	0.31%	0.01%	+47.0%	Q4 2025
DKSDick'S Sporting Goods, Inc.	$8.42M	0.29%	0.04%	-34.7%	Q4 2025

Q1 2026Reported May 15, 2026214 positions
AZNAstrazeneca PLC	$226M	13.37%	Not reported	New	Q1 2026
STLAStellantis N.V.	$99.7M	5.90%	0.49%	+98.2%	Q4 2025
ARKBArk 21Shares Bitcoin ETF	$81.2M	4.80%	3.35%	+45.0%	Q4 2025
NVDANvidia Corp	$75.4M	4.46%	0.00%	-1.0%	Q4 2025
MSFTMicrosoft Corp	$75.2M	4.44%	0.00%	+23.8%	Q4 2025
RACEFerrari N.V.	$66M	3.90%	0.11%	-11.3%	Q4 2025
NKENIKE, Inc.	$48.4M	2.86%	0.05%	+109.0%	Q4 2025
METAMeta Platforms, Inc.	$40.8M	2.41%	Not reported	+5.9%	Q4 2025
GOOGLAlphabet Inc.	$40.7M	2.41%	0.00%	+1.5%	Q4 2025
AMZNAmazon Com Inc	$38M	2.25%	0.00%	-11.6%	Q4 2025
AAPLApple Inc.	$32.4M	1.92%	0.00%	+18.3%	Q4 2025
IBITiShares Bitcoin Trust ETF	$24.9M	1.47%	0.05%	+37.5%	Q4 2025
AMDAdvanced Micro Devices Inc	$22.6M	1.33%	0.01%	+5.1%	Q4 2025
LLYELI LILLY & Co	$20.2M	1.19%	0.00%	-8.4%	Q4 2025
AVGOBroadcom Inc.	$19.3M	1.14%	0.00%	+13.0%	Q4 2025
DBDeutsche Bank Aktiengesellschaft	$19M	1.12%	0.03%	+30.6%	Q4 2025
GXRPGrayscale XRP Trust ETF	$18.5M	1.10%	30.18%	New	Q1 2026
ABBVAbbVie Inc.	$18.3M	1.08%	0.00%	+4.0%	Q4 2025
MUMicron Technology Inc	$18.2M	1.07%	0.01%	-5.7%	Q4 2025
PANWPalo Alto Networks Inc	$16.8M	0.99%	0.01%	+6.8%	Q4 2025
JNJJohnson & Johnson	$16.6M	0.98%	0.00%	-7.6%	Q4 2025
ADIAnalog Devices Inc	$15.8M	0.93%	0.01%	-2.5%	Q4 2025
VVisa Inc.	$15.8M	0.93%	0.00%	-14.5%	Q4 2025
JPMJPMorgan Chase & Co	$14.3M	0.85%	0.00%	+16.5%	Q4 2025
ELVElevance Health, Inc.	$13.9M	0.82%	0.02%	+15.2%	Q4 2025
BACBank of America Corp	$13.7M	0.81%	0.00%	+12.6%	Q4 2025
UNHUnitedhealth Group Inc	$13.6M	0.80%	0.01%	+8.9%	Q4 2025
EMREmerson Electric Co	$13.6M	0.80%	0.02%	+4.7%	Q4 2025
CCJCameco Corp	$13.5M	0.80%	0.03%	+66.7%	Q4 2025
ZSZscaler, Inc.	$13.3M	0.79%	0.06%	+6404.0%	Q4 2025
PHParker-Hannifin Corp	$13.2M	0.78%	0.01%	-4.1%	Q4 2025
ORCLOracle Corp	$13M	0.77%	0.00%	+23.7%	Q4 2025
DDOGDatadog, Inc.	$12.8M	0.76%	0.14%	+0.7%	Q4 2025
BSXBoston Scientific Corp	$12.4M	0.73%	0.01%	+40.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12M	0.71%	0.00%	-11.5%	Q4 2025
QCOMQualcomm Inc	$11.4M	0.68%	0.01%	+17.6%	Q4 2025
VFCV F Corp	$11.3M	0.67%	0.17%	+43.2%	Q4 2025
DKSDick'S Sporting Goods, Inc.	$11.3M	0.67%	0.06%	+21.6%	Q4 2025
PFEPfizer Inc	$11.1M	0.66%	0.01%	-77.0%	Q4 2025
TTETotalEnergies SE	$11M	0.65%	0.01%	-92.4%	Q4 2025
CSCOCisco Systems, Inc.	$11M	0.65%	0.00%	-29.0%	Q4 2025
TELTE Connectivity plc	$10.3M	0.61%	0.02%	+13.5%	Q4 2025
CCitigroup Inc	$10.3M	0.61%	0.01%	-2.0%	Q4 2025
DHRDanaher Corp	$10.1M	0.60%	0.01%	New	Q1 2026
BLKBlackRock, Inc.	$10.1M	0.60%	0.01%	+11.1%	Q4 2025
SYKStryker Corp	$10M	0.59%	0.01%	+7.9%	Q4 2025
ISRGIntuitive Surgical Inc	$9.72M	0.57%	0.01%	+16.5%	Q4 2025
ONOn Semiconductor Corp	$9.67M	0.57%	0.04%	+39.0%	Q4 2025
TXNTexas Instruments Inc	$8.6M	0.51%	0.00%	+228.2%	Q4 2025
MRKMerck & Co., Inc.	$8.29M	0.49%	0.00%	-5.0%	Q4 2025

Q4 2025Reported Feb 17, 2026201 positions
TTETotalEnergies SE	$103M	5.90%	0.07%	New	Q4 2025
RACEFerrari N.V.	$83.9M	4.81%	0.12%	New	Q4 2025
NVDANvidia Corp	$81.9M	4.70%	0.00%	New	Q4 2025
STLAStellantis N.V.	$80.3M	4.61%	0.25%	New	Q4 2025
MSFTMicrosoft Corp	$80M	4.59%	0.00%	New	Q4 2025
ARKBArk 21Shares Bitcoin ETF	$72.6M	4.16%	1.98%	New	Q4 2025
AMZNAmazon Com Inc	$48M	2.76%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$44.8M	2.57%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$43.8M	2.51%	0.00%	New	Q4 2025
PFEPfizer Inc	$43M	2.47%	0.03%	New	Q4 2025
AAPLApple Inc.	$29.5M	1.69%	0.00%	New	Q4 2025
NKENIKE, Inc.	$26.8M	1.54%	0.03%	New	Q4 2025
LLYELI LILLY & Co	$25.9M	1.48%	0.00%	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$23.4M	1.34%	0.03%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$22.7M	1.30%	0.01%	New	Q4 2025
VVisa Inc.	$21.6M	1.24%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$20M	1.15%	0.00%	New	Q4 2025
DBDeutsche Bank Aktiengesellschaft	$19.4M	1.11%	0.03%	New	Q4 2025
ABBVAbbVie Inc.	$18.6M	1.07%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$18.3M	1.05%	0.01%	New	Q4 2025
MUMicron Technology Inc	$17.6M	1.01%	0.01%	New	Q4 2025
CSCOCisco Systems, Inc.	$15.4M	0.88%	0.01%	New	Q4 2025
UNHUnitedhealth Group Inc	$15.3M	0.88%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$15.2M	0.87%	0.00%	New	Q4 2025
DDOGDatadog, Inc.	$14.9M	0.86%	0.14%	New	Q4 2025
ELVElevance Health, Inc.	$14.4M	0.83%	0.02%	New	Q4 2025
ADIAnalog Devices Inc	$14.1M	0.81%	0.01%	New	Q4 2025
ORCLOracle Corp	$14M	0.80%	0.00%	New	Q4 2025
BACBank of America Corp	$13.8M	0.79%	0.00%	New	Q4 2025
PHParker-Hannifin Corp	$13.7M	0.78%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$13.5M	0.78%	0.00%	New	Q4 2025
BSXBoston Scientific Corp	$13.5M	0.77%	0.01%	New	Q4 2025
EMREmerson Electric Co	$13.4M	0.77%	0.02%	New	Q4 2025
QCOMQualcomm Inc	$13.3M	0.76%	0.01%	New	Q4 2025
MAMastercard Inc	$13.2M	0.76%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12M	0.69%	0.00%	New	Q4 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$11.4M	0.66%	0.03%	New	Q4 2025
CNCCentene Corp	$10.9M	0.62%	0.05%	New	Q4 2025
CCitigroup Inc	$10.8M	0.62%	0.01%	New	Q4 2025
IBMInternational Business Machines Corp	$10.7M	0.61%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$10.6M	0.61%	0.01%	New	Q4 2025
BLKBlackRock, Inc.	$10.2M	0.59%	0.01%	New	Q4 2025
SYKStryker Corp	$10M	0.58%	0.01%	New	Q4 2025
TELTE Connectivity plc	$10M	0.57%	0.01%	New	Q4 2025
NOWServiceNow, Inc.	$9.52M	0.55%	0.01%	New	Q4 2025
DKSDick'S Sporting Goods, Inc.	$9.31M	0.53%	0.05%	New	Q4 2025
VLTOVeralto Corp	$8.66M	0.50%	0.03%	New	Q4 2025
ECLEcolab Inc.	$8.6M	0.49%	0.01%	New	Q4 2025
VFCV F Corp	$8.52M	0.49%	0.12%	New	Q4 2025
AWKAmerican Water Works Company, Inc.	$8.43M	0.48%	0.03%	New	Q4 2025

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