Recent significant trades by theme

Theme Big tech

No major change recently.

Theme US Banks

No major change recently.

Theme Oil majors

No major change recently.

Theme Millenials

No major change recently.

Theme Global Macro

No major change recently.

Theme Luxury

On the 2025-04-23, increased position in L'Oréal S.A. (OR.PA) by 5% from 0% to 5%.
On the 2025-04-23, reduced position in Ralph Lauren Corporation (RL) by -5% from 10% to 5%.

Theme Crypto

No major change recently.