DOSSIER · 13F-HR · Q2 2026

Groupe des Assurances du Credit Mutuel

$8M in tracked AUM across 1 positions as of Q2 2026.

GD
CIK 0002056266 · last filed Jun 30, 2026
Total AUM
$8M
as of Q2 2026
Holdings
1
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

The SEC 13F filing for Groupe des Assurances du Credit Mutuel (CIK: 0002056266) reveals a highly concentrated investment portfolio characterized by a low number of holdings and significant turnover. As of the report date September 30, 2025, the total portfolio value stands at approximately $260.25 million, representing a decrease of 15.2% from the previous quarter's $307.00 million.

The portfolio is exceptionally non-diversified, containing only four distinct holdings. T...

Key Holdings

The portfolio is dominated by European automotive and industrial giants, with the top two positions accounting for over 70% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$8M22K100.0%

Filing history

2026Q2Jun 30
$8M 96.0%
1 positionsView →
2026Q1Mar 31
$202M 31.4%
5 positionsView →
2025Q4Dec 31
$295M 13.3%
5 positionsView →
2025Q3Sep 30
$260M 15.2%
4 positionsView →
2025Q2Jun 30
$307M 2.2%
4 positionsLocked
2025Q1Mar 31
$314M 17.3%
4 positionsLocked
2024Q4Dec 31
$379M
5 positionsLocked