SALT Holding Corp.
SALT Holding Corp. reported 25 US-listed holdings worth $188.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Vodafone Group Public Limited Company (26.8%), Ferrari N.V. (13.2%) and AstraZeneca PLC (9.4%). Against the quarter before, it opened 3 positions, added to 0, trimmed 1 and sold out of 1.
The 14 largest of its 25 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +32.6% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- GSK plc GSK$12.3 million
- Unilever plc UL$2.2 million
- Qiagen NV Ord Shares QGEN$705,755
Trimmed 1
- Telefonaktiebolaget LM Ericsson ERIC-1,500 shares · -1%
Sold out of 1
- BP plc BP$225,600 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Vodafone Group Public Limited Company VOD | 3.8M | $50.5 million | 26.77% | no change |
| Ferrari N.V. RACE | 66.8K | $24.9 million | 13.17% | no change |
| AstraZeneca PLC AZN | 93.2K | $17.7 million | 9.37% | no change |
| Nokia Corporation NOK | 1.1M | $14.3 million | 7.56% | no change |
| Anheuser-Busch InBev SA/NV BUD | 154.2K | $12.7 million | 6.73% | no change |
| GSK plc GSK | 235.5K | $12.3 million | 6.54% | new |
| Novo Nordisk A/S NVO | 256.1K | $12.3 million | 6.51% | no change |
| Novartis AG NVS | 66.8K | $10.5 million | 5.55% | no change |
| STMicroelectronics N.V. STM | 125.9K | $9.4 million | 5.00% | no change |
| British American Tobacco p.l.c. BTI | 95.6K | $5.9 million | 3.13% | no change |
| Diageo plc DEO | 31.9K | $2.6 million | 1.36% | no change |
| Unilever plc UL | 36.9K | $2.2 million | 1.18% | new |
| Telefonaktiebolaget LM Ericsson ERIC | 198.5K | $2.2 million | 1.17% | -1.5K |
| Frontline PLC FRO | 62.7K | $2.2 million | 1.16% | no change |
| ASML Holding N.V. ASML | 728 | $1.4 million | 0.77% | no change |
| Arcelormittal SA Luxembourg MT | 19.7K | $1.2 million | 0.63% | no change |
| SAP SE SAP | 6.6K | $1.0 million | 0.54% | no change |
| Logitech International S.A. LOGI | 9.8K | $918,113 | 0.49% | no change |
| Stellantis N.V. STLA | 150.5K | $863,830 | 0.46% | no change |
| Shell plc SHEL | 9.9K | $770,593 | 0.41% | no change |
| Qiagen NV Ord Shares QGEN | 18.1K | $705,755 | 0.37% | new |
| Equinor ASA EQNR | 22.0K | $690,800 | 0.37% | no change |
| Miami International Holdings, Inc. MIAX | 15.2K | $563,829 | 0.30% | no change |
| argenx SE ARGX | 500 | $463,885 | 0.25% | no change |
| Woodside Energy Group Ltd. WDS | 23.9K | $461,903 | 0.24% | no change |