Institutions / Mirabaud Asset Management Ltd

Mirabaud Asset Management Ltd

CIK 1680493 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$215.91M
Positions
43
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Microsoft Corpโ€”$18.72M45,4968.7%
Amazon.com Incโ€”$14.17M60,8766.6%
JPMorgan Chase & Coโ€”$12.08M43,9315.6%
Waste Connections Incโ€”$10.75M56,6205.0%
Crh Public Ltd Coโ€”$10.10M98,0384.7%
Netflix Incโ€”$9.24M9,1694.3%
CME Group Incโ€”$8.96M37,0664.2%
TJX Cos Inc/Theโ€”$8.86M71,0534.1%
NVIDIA Corpโ€”$8.84M66,5954.1%
Alphabet Inc.โ€”$7.78M41,9863.6%
ServiceNow Incโ€”$7.53M7,4633.5%
TransUnionโ€”$7.22M76,8443.3%
Unitedhealth Group Incโ€”$7.05M13,2013.3%
S&P Global Inc.โ€”$6.92M12,8093.2%
American Express Coโ€”$6.82M22,0183.2%
Home Depot, Inc.โ€”$6.81M16,3463.2%
Mastercard Incโ€”$6.77M11,9963.1%
Nextera Energy Incโ€”$4.42M62,7822.0%
Carlisle Companies Incโ€”$4.10M11,4641.9%
Infosys LtdINFYADR$3.53M160,5501.6%
Monolithic Power Systems Incโ€”$3.41M4,8811.6%
Accenture plcโ€”$3.35M8,5981.6%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$3.25M15,5841.5%
Digital Realty Trust Incโ€”$2.97M17,9551.4%
AbbVie Inc.โ€”$2.96M15,4091.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.