Q2 2026 13F · SEC CIK 2045104

CIBC Capital Markets (Europe) S.A.

Asset managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $744.6M
Reported positions: 10
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.3 yrs

CIBC Capital Markets (Europe) S.A. is an asset manager that reported 10 positions worth $744.6M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Amazon Com Inc Com (AMZN, 35.1%), Berkshire Hathaway Inc Del (BRK-B, 19.5%), Netflix Inc Total (NFLX, 13.8%).

CIBC Capital Markets (Europe) S.A. holdings all 10 positions.

Weights are shares of the filer's total reported 13F value, compared with Q3 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

CIBC Capital Markets (Europe) S.A. 13F holdings
Stock	% of 13F value	Q3 2025	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	35.1%	21.3%	1,098,009	+97.8%	$261.7M
BRK-BBerkshire Hathaway Inc Del	19.5%	23.0%	289,632	+10.3%	$144.9M
NFLXNetflix Inc Total	13.8%	13.9%	1,440,030	+2065.4%	$102.8M
TSLATesla Inc Com	8.8%	6.3%	155,774	+90.5%	$65.5M
AMDAdvanced Micro Devices Inc	6.7%	13.2%	85,421	-81.7%	$49.6M
NVDANvidia Corporation Com	4.7%	5.7%	176,229	+0.0%	$35.3M
ADBEAdobe Inc	4.2%	3.6%	153,434	+162.6%	$31.5M
UBERUber Technologies Inc	2.9%	5.1%	297,032	+0.0%	$21.4M
ISRGIntuitive Surgical Inc	2.6%	3.8%	48,252	+0.0%	$19.2M
NOWServicenow Inc Com	1.7%	4.1%	127,490	+400.0%	$12.7M

What CIBC Capital Markets (Europe) S.A. bought and sold in Q2 2026, against Q3 2025.

New positions

No new positions among the largest holdings.

Added to

NFLX Netflix Inc Total+2065.4% shares
NOW Servicenow Inc Com+400.0% shares
ADBE Adobe Inc+162.6% shares
AMZN Amazon Com Inc Com+97.8% shares
TSLA Tesla Inc Com+90.5% shares
BRK-B Berkshire Hathaway Inc Del+10.3% shares

Reduced

AMD Advanced Micro Devices Inc-81.7% shares

Sold out

Nothing sold out.

Share counts compared with the Q3 2025 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +18.5% /yr; S&P 500 +20.2%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$744.6M	10
Q3 2025	$573.4M	10
Q2 2025	$268.5M	10
Q1 2025	$65.4M	10
Q4 2024	$72.9M	10

Questions about CIBC Capital Markets (Europe) S.A.'s portfolio

What stocks does CIBC Capital Markets (Europe) S.A. own?

CIBC Capital Markets (Europe) S.A.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 10 positions worth $744.6M. The largest are Amazon Com Inc Com (AMZN) at 35.1%, Berkshire Hathaway Inc Del (BRK-B) at 19.5%, Netflix Inc Total (NFLX) at 13.8%, Tesla Inc Com (TSLA) at 8.8% and Advanced Micro Devices Inc (AMD) at 6.7%.

What did CIBC Capital Markets (Europe) S.A. buy last quarter?

In Q2 2026, CIBC Capital Markets (Europe) S.A. added Netflix Inc Total (NFLX) (+2065.4% shares), Servicenow Inc Com (NOW) (+400.0% shares) and Adobe Inc (ADBE) (+162.6% shares), compared with its Q3 2025 filing.

What did CIBC Capital Markets (Europe) S.A. sell last quarter?

In Q2 2026, CIBC Capital Markets (Europe) S.A. Advanced Micro Devices Inc (AMD) (-81.7% shares), compared with its Q3 2025 filing.

When is CIBC Capital Markets (Europe) S.A.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. CIBC Capital Markets (Europe) S.A.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.