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Mirabaud Asset Management Ltd

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
MICROSOFT CORP—$18.72M45,4968.7%
Amazon.com Inc—$14.17M60,8766.6%
JPMORGAN CHASE & CO—$12.08M43,9315.6%
Waste Connections Inc—$10.75M56,6205.0%
CRH PUBLIC LTD CO—$10.10M98,0384.7%
Netflix Inc—$9.24M9,1694.3%
CME Group Inc—$8.96M37,0664.2%
TJX Cos Inc/The—$8.86M71,0534.1%
NVIDIA Corp—$8.84M66,5954.1%
Alphabet Inc.—$7.78M41,9863.6%
ServiceNow Inc—$7.53M7,4633.5%
TransUnion—$7.22M76,8443.3%
UNITEDHEALTH GROUP INC—$7.05M13,2013.3%
S&P Global Inc.—$6.92M12,8093.2%
AMERICAN EXPRESS CO—$6.82M22,0183.2%
HOME DEPOT, INC.—$6.81M16,3463.2%
Mastercard Inc—$6.77M11,9963.1%
NEXTERA ENERGY INC—$4.42M62,7822.0%
CARLISLE COMPANIES INC—$4.10M11,4641.9%
Infosys LtdINFYADR$3.53M160,5501.6%
Monolithic Power Systems Inc—$3.41M4,8811.6%
Accenture plc—$3.35M8,5981.6%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$3.25M15,5841.5%
Digital Realty Trust Inc—$2.97M17,9551.4%
AbbVie Inc.—$2.96M15,4091.4%
ADVANCED DRAINAGE SYSTEMS, INC.—$2.88M22,6701.3%
KE Holdings Inc.BEKEADR$2.80M143,8061.3%
CUMMINS INC—$2.53M6,7801.2%
CLOROX CO /DE—$2.11M14,2531.0%
BROADRIDGE FINANCIAL SOLUTIONS INC—$2.08M8,6071.0%
INTERNATIONAL BUSINESS MACHINES CORP—$2.02M7,9210.9%
PROCTER & GAMBLE Co—$1.97M11,6550.9%
Broadcom Inc.—$1.66M7,0460.8%
American Tower Corp—$1.56M8,0520.7%
Watsco, Inc.—$1.51M3,1970.7%
Union Pacific Corp—$1.34M5,4120.6%
SERVICE CORP INTERNATIONAL—$1.31M16,8910.6%
Itau Unibanco Holding S.A.ITUBADR$1.04M172,3650.5%
Ferguson Enterprises Inc. /DE—$1.04M5,6960.5%
Merck & Co., Inc.—$1.02M11,7680.5%
ICICI BANK LTDIBNADR$1.02M35,0660.5%
TELUS CORPORATION—$880.0K60,3440.4%
HDFC BANK LTDHDBADR$531.9K8,7660.2%
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