Mirabaud Asset Management Ltd
Mirabaud Asset Management Ltd reported 49 holdings worth US$120M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Mirabaud Asset Management Ltd reported 49 holdings worth US$120M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$120M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 40,341 | US$7.87M | 6.5% |
| Alphabet Inc (google) Class C | 19,459 | US$6.88M | 5.7% |
| Apple Inc | 23,536 | US$6.63M | 5.5% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 12,291 | US$5.59M | 4.7% |
| Microsoft Corp. | 15,089 | US$5.56M | 4.6% |
| Royal Bank Of Canada | 20,921 | US$4.28M | 3.6% |
| Home Depot, Inc. (the) | 12,083 | US$4.24M | 3.5% |
| Amazon.com, Inc. | 15,899 | US$3.82M | 3.2% |
| Johnson & Johnson | 13,825 | US$3.57M | 3.0% |
| Mcdonald's Corporation | 12,522 | US$3.35M | 2.8% |
| Broadcom Inc. | 8,747 | US$3.26M | 2.7% |
| Nextera Energy, Inc. | 34,926 | US$3.1M | 2.6% |
| Abbvie Inc. | 11,588 | US$2.95M | 2.5% |
| Goldman Sachs Group, Inc. (the) | 2,819 | US$2.88M | 2.4% |
| Bank Of America Corporation | 48,571 | US$2.81M | 2.3% |
| Micron Technology, Inc. | 2,379 | US$2.72M | 2.3% |
| Meta Platforms, Inc. | 4,767 | US$2.68M | 2.2% |
| Tesla, Inc. | 6,232 | US$2.57M | 2.1% |
| Jp Morgan Chase & Co. | 7,738 | US$2.55M | 2.1% |
| Carlisle Companies Incorporated | 6,133 | US$2.32M | 1.9% |
| International Business Machines Corporation | 8,298 | US$2.31M | 1.9% |
| Texas Instruments Incorporated | 7,500 | US$2.14M | 1.8% |
| Starbucks Corporation | 20,263 | US$2.11M | 1.8% |
| Cme Group Inc. | 9,447 | US$2.06M | 1.7% |
| Advanced Micro Devices Inc | 3,668 | US$1.98M | 1.6% |
| Caterpillar, Inc. | 1,897 | US$1.96M | 1.6% |
| Tjx Companies, Inc. (the) | 12,834 | US$1.94M | 1.6% |
| Visa Inc. | 5,317 | US$1.82M | 1.5% |
| American Express Company | 5,317 | US$1.81M | 1.5% |
| Cisco Systems, Inc. | 14,776 | US$1.74M | 1.4% |
| Freeport-mcmoran, Inc. | 26,519 | US$1.63M | 1.4% |
| Intel Corporation | 11,997 | US$1.58M | 1.3% |
| Palo Alto Networks, Inc. | 4,547 | US$1.51M | 1.3% |
| Ferguson Enterprises Inc. | 6,312 | US$1.51M | 1.3% |
| Qualcomm Incorporated | 7,306 | US$1.38M | 1.1% |
| Oracle Corporation | 8,876 | US$1.31M | 1.1% |
| Ge Vernova Inc. | 1,097 | US$1.21M | 1.0% |
| Watsco, Inc. | 2,647 | US$1.09M | 0.90% |
| Netflix, Inc. | 12,452 | US$919K | 0.76% |
| American Tower Corporation (reit) | 5,363 | US$905K | 0.75% |
| Digital Realty Trust, Inc. | 4,425 | US$843K | 0.70% |
| Broadridge Financial Solutions, Inc. | 5,869 | US$795K | 0.66% |
| Procter & Gamble Company (the) | 5,331 | US$791K | 0.66% |
| Cummins Inc. | 1,045 | US$722K | 0.60% |
| Merck & Company, Inc. | 4,675 | US$605K | 0.50% |
| Analog Devices, Inc. | 798 | US$313K | 0.26% |
| Union Pacific Corporation | 627 | US$171K | 0.14% |
| Clorox Company (the) | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
| Service Corporation International | 0 | US$0 | 0.00% |
Source
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