Camrose Capital Investment Partners LLP
Camrose Capital Investment Partners LLP reported 10 holdings worth US$885M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Camrose Capital Investment Partners LLP reported 10 holdings worth US$885M as of Jun 30, 2026. Largest: Texas Instruments Incorporated, Core & Main, Inc. and Mastercard Incorporated. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$885M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Texas Instruments Incorporated | 415K | US$124M | 14.0% |
| Core & Main, Inc. | 2.5M | US$121M | 13.7% |
| Mastercard Incorporated | 213K | US$109M | 12.3% |
| Hilton Worldwide Holdings Inc. | 324K | US$107M | 12.1% |
| S&p Global Inc. | 244K | US$99.4M | 11.2% |
| Martin Marietta Materials, Inc. | 146K | US$84.3M | 9.5% |
| Expeditors International Of Washington, Inc. | 475K | US$77.5M | 8.8% |
| Yum! Brands, Inc. | 481K | US$76.9M | 8.7% |
| Automatic Data Processing, Inc. | 194K | US$43.5M | 4.9% |
| Roper Technologies, Inc. | 127K | US$42.9M | 4.8% |