Silphium Asset Management Ltd
Silphium Asset Management Ltd reported 59 holdings worth US$297M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Silphium Asset Management Ltd reported 59 holdings worth US$297M as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Amazon.com, Inc. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 59
- Value as reported
- US$297M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 43,134 | US$8.63M | 2.9% |
| Alphabet Inc (google) Class C | 19,510 | US$6.97M | 2.4% |
| Amazon.com, Inc. | 23,528 | US$5.61M | 1.9% |
| Microsoft Corp. | 14,955 | US$5.58M | 1.9% |
| Apple Inc | 19,160 | US$5.54M | 1.9% |
| Meta Platforms, Inc. | 6,459 | US$3.64M | 1.2% |
| Broadcom Inc. | 8,841 | US$3.34M | 1.1% |
| Micron Technology, Inc. | 2,635 | US$3.04M | 1.0% |
| Caterpillar, Inc. | 2,571 | US$2.74M | 0.92% |
| Eli Lilly And Company | 2,007 | US$2.41M | 0.81% |
| Intel Corporation | 15,830 | US$2.21M | 0.75% |
| Advanced Micro Devices Inc | 3,695 | US$2.15M | 0.72% |
| Costco Wholesale Corporation | 2,128 | US$1.99M | 0.67% |
| Walmart Inc. | 17,514 | US$1.98M | 0.67% |
| Amphenol Corporation | 11,080 | US$1.95M | 0.66% |
| Mckesson Corporation | 1,821 | US$1.38M | 0.46% |
| Teradyne, Inc. | 2,290 | US$1.11M | 0.37% |
| Ross Stores, Inc. | 5,070 | US$1.08M | 0.36% |
| Eqt Corporation | 19,578 | US$1.04M | 0.35% |
| Cme Group Inc. | 4,673 | US$1.03M | 0.35% |
| Boeing Company (the) | 3,985 | US$863K | 0.29% |
| Mastercard Incorporated | 1,663 | US$854K | 0.29% |
| Interactive Brokers Group, Inc. | 8,417 | US$733K | 0.25% |
| Waste Management, Inc. | 3,154 | US$703K | 0.24% |
| Old Dominion Freight Line, Inc. | 3,133 | US$679K | 0.23% |
| Intuitive Surgical, Inc. | 1,582 | US$629K | 0.21% |
| Canadian Pacific Kansas City Limited | 7,016 | US$608K | 0.20% |
| Nokia Oyj | 41,900 | US$556K | 0.19% |
| Tjx Companies, Inc. (the) | 3,552 | US$538K | 0.18% |
| Sandisk Corporation | 215 | US$489K | 0.16% |
| Dell Technologies Inc. | 1,100 | US$475K | 0.16% |
| Hewlett Packard Enterprise Company | 9,600 | US$433K | 0.15% |
| Servicenow, Inc. | 3,700 | US$367K | 0.12% |
| Lumentum Holdings Inc. | 405 | US$348K | 0.12% |
| Jabil Inc. | 880 | US$339K | 0.11% |
| Solstice Advanced Materials Inc. | 3,000 | US$266K | 0.09% |
| Magna International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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