Emerald
Emerald Wealth Partners AG
Global Mega-cap
May 2026 → May 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Emerald for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Net of fee
- YTD+6.5%index +10.7%
- 1Y+14.4%index +21.7%
- 3Y · /yr+14.5%index +19.6%
- 5Y · /yr+6.7%index +10.5%
- Inception · /yr+14.0%index +13.6%
Index: Benchmark
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Emerald Wealth Partners AG | +6.5% | +14.4% | +14.5% | +6.7% | +14.0% |
| Benchmark | +10.7% | +21.7% | +19.6% | +10.5% | +13.6% |
Calendar years
- 2025+16.0%index +18.6%
- 2024+12.6%index +21.7%
- 2023+39.4%index +31.8%
- 2022−34.2%index −28.4%
- 2021+19.5%index +17.3%
- 2020+41.4%index +33.9%
- 2019+41.2%index +33.2%
- 2018−1.9%index −7.8%
- 2017+2.6%index +2.7%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Initiation/Increase SAP
ServiceNow Increase position
Exit/Reduction Adobe Exit position
Booking Increase position
Zscaler Increase position
Exit/Reduction Adobe Exit position
Exit/Reduction Adobe Exit position
Exit/Reduction Adobe Exit position
Synopsys Increase position
Exit/Reduction Adobe Exit position
Also held
Its investment theses
- ServiceNowMay 2026ServiceNow is positioned as the enterprise AI orchestration layer, with AI-driven productivity savings and a path to doubling subscription revenue by 2030.
- AdvantestMay 2026Advantest is seen as the innovation leader and dominant AI-testing beneficiary with a strong long-term growth outlook.
- SynopsysMay 2026Synopsys is being increased as part of the manager’s focus on long-term AI winners in software.
- FortinetMay 2026Fortinet benefits from AI-intensified threat complexity and is viewed as a continuing winner in cybersecurity.